$Vistra Energy (VST.US)$ The earnings report is finally next week.Since the deep shock, even though there was some recovery, a gust of wind from tariff concerns caused S buying to flow into sectors like finance, Crediting, food, and Health Care, which are distant from tariffs, leading to VST remaining flat.The results of the VST earnings are unknown until the lid is lifted, but the USA's electrical consumption in 2024 is expected to rise by more than 2% compared to the soft consumption in 2023.Whether a stock will soar or plummet after the earnings report depends on its comparison with Financial Estimates, but if it clears the not-so-high Financial Estimates, the focus will be on an EPS increase of 283% year-on-year, and there are hopes that it will ride the upward trend again.The earnings report for ANET, which was severely impacted by the Deep shock, is today, while NVDA's earnings report is the day before the VST report. The results may show a certain degree of recovery in the Electrical Utilities stocks.If the Datacenter stocks rebound, I expect the electrical and infrastructure stocks will also experience a trend change.

$NVIDIA (NVDA.US)$
According to Reuters Communications, South Korea is expected to secure 0.01 million high-performance graphic processing units this year to enhance its competitiveness in the AI race.
The report added that, 'As the battle for supremacy in the AI industry intensifies, the competitive landscape is shifting from a fight between companies to a full-fledged competition among national innovation ecosystems,' said South Korea's acting president Choi Sang-mok.
Choi stated that the government plans to secure 0.01 million GPUs through public-private partnerships to support the early launch of services at the national AI computing center.
Last month, the Biden administration announced regulations regarding the "spread of Artificial Intelligence (AI)".This simplifies the licensing barriers for both large-scale and small-scale chip Orders, and provides clear information on how allied and partner countries can benefit from AI. NVDANvidia () has criticized the Biden administration's new effort to limit the export of technology from the USA.However, the White House stated at that time that 18 major...

$OppFi (OPFI.US)$
Yesterday, a question regarding OPFI was received.
I answered to the best of my ability at that time, but one of the tools I usually use was under maintenance and could not be used.
This time, I am writing as an addition.
Currently, OPFI is in a 'downtrend'.
However, this is not due to deteriorating performance.
It can be said that OPFI has now entered a 'correction'.
After updating its highest price on 2/7, there are some who have 'taken profits' for the time being.
There will be a financial report next month (March 6).
It seems that there are forecasts suggesting that compared to the last financial report, the year-on-year will not rise as much.
For now, it looks like it has dropped to a point and entered a range.
It may still go down further.
It can also be said that it may become 'cheap.'
Imagine that it falls to a certain point before rising.
If wanting to increase the purchase of OPFI, for now, place a limit order at $12.72.
If it can be viewed in real time, when it rises, just adjust the limit order...

$Gorilla Technology (GRRR.US)$ I will Buy for 20 dollars. 🤫♪⭐️

$Arista Networks (ANET.US)$ Amidst an upward trend, ANET has been wavering due to the Deep Seek shock, but earnings reports are coming soon.The recent decline in stock prices is due to S selling, but L and Large are maintaining their positions.Currently, since the Deep shock, S has been moving away from Datacenter AI, circling around the domestic consumption Sector due to tariff concerns with import and export stocks, but with each Sector stabilizing, there's a return to high-tech. Evidence of this is that NASDAQ is also returning to near its peak, and the Datacenter flag stock NVDA has been on an upward trend this past week.With the decline of Friday's Retail Indicators, there are expectations that a return to Datacenter stocks will come soon.ANET's financial estimates are likely to exceed the previous period with zero short and long-term borrowings. The recent surge in CLS’s earnings report should still be fresh in the memory of S. Whether it soars or falls after the earnings report depends heavily on timing and sentiment at that moment, but as the fervor from the Deep shock begins to fade, I believe the backdrop has sufficiently prepared itself!This is certainly a situation to consider for bridging the earnings report...

$Arista Networks (ANET.US)$
In the long term, it is on the rise.
Since it's currently adjusting, it is thought to be the last opportunity to Buy, but there are probably many who prefer to Buy after seeing the earnings report. What will those who want to Sell do?

$Arista Networks (ANET.US)$
News of individual stocks mentions insider sales, combined with Sysco Corp's earnings report and exceeding Financial Estimates, causing a drop on 2/12...

$Firefly Neuroscience (AIFF.US)$
There seem to be people who have bought at a high price and are experiencing significant losses.

$Astera Labs (ALAB.US)$ Semiconductors might have an impact on AI as a whole, right? So, the quarter should still be good!