$Super Micro Computer (SMCI.US)$ I have read the conference call, looking forward to the next quarter.
- Receiving orders for liquid cooling from three major industry-leading clients.
- More than 1,000 orders are from large clients out of the monthly capacity of 2,000 racks.
Mentioning this point, right? 👀
In recent big tech earnings reports,
$Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $Amazon (AMZN.US)$
there have been announcements that AI investments are increasing, and tesla also announced a $10 billion investment in AI.
The bullish guidance for the future depends on how well these large orders are handled!
Q3 2024 Super Micro Computer Inc Earnings Call

The market position distribution is displayed on the right side of Moomoo's individual stock chart, and it's very good to be able to see if people waiting to sell (people with losses) are ahead of the current price.
For example, the attached image $Meta Platforms (META.US)$The distribution of building blocks.
Has it plummeted drastically and is it a push? Maybe buy it? If you look at the stock distribution from this point of view, you can see that there is a resistance line at 488 dollars, and there are many people who have losses.
If this is the case, even if the stock price goes back, the stock price won't rise easily because people with unrealized losses will want to sell at a loss.
Conversely, few people who want to sell have unrealized losses when it's around $450, so it seems like they can somehow get away with selling if the stock price is around that point. There is a big risk that it will exceed 450, and even if you aim for more than that, it will fall further downward due to selling pressure.
$NVIDIA (NVDA.US)$ $Vertiv Holdings (VRT.US)$is doing well today too!
Have a nice day:)

$NVIDIA (NVDA.US)$
Why is TSMC falling!?

$NVIDIA (NVDA.US)$ N stocks.
There are a lot of people who think about the decline. But there are many people who say it's going to explode again.
so...! HOJI HOJI (HOLD) & BUY MORE!

$Taiwan Semiconductor (TSM.US)$決算速報
TradingView記載のコンセンサス
1Q '24 売上$18.27B（前年同期比109.9%・昨日確認時点）
に対して
1Q '24 売上$18.52B（前年同期比116.5%・本日発表）
なので、めちゃめちゃサプライズですね！
決算がたのしみだ🎉
※1Q '23 売上$16.62B（TradingView記載の実績）→この為替レートで計算しても
前年同期比109.9%→111.43%のサプライズ
※単位USD
$NVIDIA (NVDA.US)$関連銘柄。
TSM決算：4月18日
VRT決算：4月25日
$Super Micro Computer (SMCI.US)$決算：4月30日
tsmc.com/englis...

Finally, in the April important events calendar from moomoo Securities $Bitcoin (BTC.CC)$the halving
of mining stocks $CleanSpark (CLSK.US)$is at a good buying opportunity. Even if you incur losses, you can offset them with profits from other shareholdings, making it easier to hold than physical cryptocurrencies.
main choice $NVIDIA (NVDA.US)$As the deadline for filing tax returns in the usa approaches on April 15th, all we can do is watch and wait, so I'm looking forward to the virtual currency event.

“The US Department of Commerce announced on the 8th that Taiwan Semiconductor Manufacturing (TSMC), the world leader in semiconductors, will pay a maximum subsidy of 6.6 billion dollars (about 1 trillion yen) to a new plant to be built in Arizona, USA. TSMC will set up a third plant to produce advanced semiconductors. The United States aims to build a semiconductor supply network that does not rely on China.” (Nikkei Shimbun)
$Taiwan Semiconductor (TSM.US)$ First, production of 4 nano will begin in Arizona. reliably $NVIDIA (NVDA.US)$ It's probably Blackwell.
TSMC's sales bulletin is on 4/10, and financial results are announced on 4/18. I'm looking forward to it!
U.S. Subsidies TSMC with 1 Trillion Yen to Break Dependence on China Semiconductor Supply Network: Nihon Keizai Shimbun https://www.nikkei.com/article/DGXZQOGN073TO0X00C24A4000000/