$NVIDIA (NVDA.US)$
When defensive stocks like coca-cola and P&G are rising, there is usually something bad happening.
Is it because the anxiety of a worsening economy is too great?

$NVIDIA (NVDA.US)$
Is it pert.2 again on August 6th?
I don't need a sequel, but...

$NVIDIA (NVDA.US)$
Are those who have returned after the summer vacation the saviors or the destroyers of the market? 🦸👿

$Arm Holdings (ARM.US)$
There was news in the past that the latest model of the Arm has increased in royalty, but how much has it increased?(Is it being gradually replaced now?)
Also, will the upcoming models have the same royalty? Or will it be higher?

$Meta Platforms (META.US)$ $Alphabet-A (GOOGL.US)$
It's unfortunate to be sued for fraudulent advertising and customer reviews.
How can we eliminate fraudulent advertising of such poor quality that it's difficult to even determine among family members?
It seems extreme for Meta to unilaterally exclude all posts that appear to be fraudulent. Even if the content of the post is true...
I can't understand the allegations in customer reviews. It's impossible to confirm whether the content of a customer review is true or not, so it's unreasonable to delete it.
In extreme terms, only good things are written, and isn't it suspicious to have customer reviews?

$Broadcom (AVGO.US)$
Is Apple still Broadcom's largest trading partner?If so, Apple's new product announcement on September 9th may also have an impact.

$NVIDIA (NVDA.US)$
Equipment investment:
$MSFT CFO: "We expect equipment investment for the 25th year to be higher than that of the 24th year."
$META CFO: "We expect a significant increase in equipment investment in 2025."
$GOOGL CEO: "The risk of underinvestment is significantly greater than the risk of overinvestment."
$AMZN CFO: "Capital expenditures in the second half of 2024 will increase."

$Super Micro Computer (SMCI.US)$
You have to prove your innocence of accounting fraud, don't you?
If it's true, all those who were involved should be fired and compensated for the damages.

$Alphabet-A (GOOGL.US)$
The corrective measures against Google's antitrust law are coming soon.
I can only pray that the Department of Justice does not say anything ridiculous. 🙏
What were the results of the antitrust investigation against Nvidia and others? No one seems to be talking about it...

$NVIDIA (NVDA.US)$
I'm mostly using cash.
September has been mostly negative, so if it continues like this, I'm thinking of taking an anomaly and doing something drastic with it. If it doesn't work out, I'll save while crying.