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バンひな Male ID: 182491936
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    $NVIDIA (NVDA.US)$
    Semiconductor stocks have crashed and it's no good anymore, isn't it? The AI boom was a bubble, wasn't it? If you feel uneasy, please take a look at the NVIDIA website even once. that kind of anxiety will blow away. Did you experience the feeling of excitement? Let's cherish that feeling.
    Leading the world in AI computing
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    バンひな reacted to and commented on
    $NVIDIA (NVDA.US)$ I bought it at 115. It's dead.
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    Micron's business cycle
    As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
    Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
    Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
    Micron's business cycle
    From a historical perspective, Micron's business cycle is rising...
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    $NVIDIA (NVDA.US)$
    If it's this hectic, the planned sale price of a leather jacket falls by 140 perfect
    It makes me want to invent a conspiracy theory that it was a structured market
    What if the financial results for August aren't quick with this
    It's confirmed! It makes me want to be even more complicit in conspiracy theories
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    In the Delaware court, after basically colluding with the board of directors and being engulfed in smoke for not properly disclosing the feasibility of reward targets, Mr. Musk and Tesla are trying to push through the +50 billion dollar reward package again. As I understood it, the goals were as follows. Revenue of 20 billion dollars and total market value of 100 billion dollars was achieved. Tesla achieved both easily, and they knew that would happen even before the rewards package (which was undisclosed at the time). Stock options of 300 million shares (or about 10% of the company) seem unreasonable for these targets. However, if the negotiations were fair, there is no technical problem. There is no denying that Tesla's board of directors is under Musk's control.
    If you look at Tesla from a broader perspective, it's down 30% year to date. Mr Musk has laid off about 10% of his employees. FSD is not close to completion yet. Sales have declined year over year. The Supercharger team has been largely fired. Musk has launched a company that directly competes with Tesla. So my question is I praise handing over 10% of the company to this man who doesn't seem to care about Tesla...
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    On June 7 $S&P 500 Index (.SPX.US)$ A rebalance has been carried out, $Palantir (PLTR.US)$It is eligible for inclusion for the 3rd time. Since AI is attracting attention and Palantia's performance remains strong, there is a very high possibility that it will be adopted by S&P, and there is a possibility that PLTR will make a breakthrough like Tesla.
    First, let's explain why Palantia is a candidate for inclusion. In order to be included in the S&P 500 Index, it is necessary to meet several strict standards relating to market capitalization, liquidity, financial soundness, and corporate governance. In order for Palantia Technologies (PLTR) to be considered a strong candidate for the S&P 500 component, these key conditions must be met:
    1.Market capitalization: Market capitalization: There must be a total market capitalization of at least 14.6 billion dollars (as of 2023). Palantia's total market value has been above this standard for a while.
    2.Liquidity: Businesses need to have sufficient liquidity and high transaction volume. Palantia shares are actively traded, and investors...
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    $NVIDIA (NVDA.US)$
    🎵 Not losing, not throwing, not running away, believing
    When you're about to sell, that's the most important thing 🎵
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    Good morning to all moomoo users!Here are the key points of this morning's first report.
    ● [Tokyo Stock Exchange Rate Forecast Range] 40,100 yen - 40,600 yen (26th closing price 40,398 yen 03 sen)
    ● [US Market Conditions] Stocks plummeted at the end of the market, tech sales such as NVIDIA - mid-151 yen range
    ● Apple iPhone shipments to China fell 33% from the previous year in February - sluggish demand continues
    ● Apple to announce long-awaited AI strategy - World Developers Conference will be held from 6/10
    ● Tesla continues to grow, Italian officials come into contact with the company about the possibility of producing EV trucks
    ● Large bridge collapse and cargo ship collision in Baltimore - US President announces early reconstruction
    -MOOMOO NEWS Amelia
    Market Overview
    In the US stock market on the 26th, the NY Dow Jones Industrial Average continued to fall for 3 days to 39,282 dollars 33 cents, 31 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 68.768 points to 16,315.699. The Tokyo stock market on the 27th was a development where buying and selling intersected over a wide area, starting with major stocks, and Japan...
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    [Morning Report] US stocks plummeted at the end of the day, and tech sales Apple such as NVIDIA will announce their long-awaited AI strategy in June, iPhone shipments to China declined in February, and Tesla continued to rise
    [Morning Report] US stocks plummeted at the end of the day, and tech sales Apple such as NVIDIA will announce their long-awaited AI strategy in June, iPhone shipments to China declined in February, and Tesla continued to rise
    [Morning Report] US stocks plummeted at the end of the day, and tech sales Apple such as NVIDIA will announce their long-awaited AI strategy in June, iPhone shipments to China declined in February, and Tesla continued to rise
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    $Super Micro Computer (SMCI.US)$It recorded an increase of nearly 300%, and shareholders made huge profits.
    The history of supermicrocomputers
    Investors familiar with ultra-microcomputers know that the company's business strategy is to provide high-performance, energy-efficient server solutions to a wide range of industries. The company's products target industries with high computing demand in fields such as cloud computing, artificial intelligence, and big data analysis.
    Ultra microcomputers are known for responding flexibly to new developments in the server component market. Since the company has connections with major companies in the industry, it is possible to obtain products adopting the latest CPUs and other advanced technologies ahead of competitors. Furthermore, the company's server solutions are highly customizable, and customers can customize the system according to specific needs.
    In order to stay ahead of the curve, supermicrocomputers are in research and development...
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