$Fujikura (5803.JP)$ If the financial results are like this, why isn't the stock price soaring?

What I felt about the DeepSeek shock this time is that due to the short development period, it would not be surprising if industrial spies were involved, and I felt that China would undoubtedly start competing for technicians by extracting personal information from American high-tech companies and offering huge rewards.
Like the era of space development competition between America and Russia.
From this, it seems that security software that can generate a real-time firewall using AI is likely to grow.
$CrowdStrike (CRWD.US)$ $Palo Alto Networks (PANW.US)$
Furthermore, although it is currently experiencing a slump, it is expected that the infrastructure stocks of large datacenters, which are the foundation of combating in real-time with AI to break through firewalls, will grow. (It is definitely expected that infrastructure related stocks will grow more than semiconductors this year, so we will check the answer at the end of the year.)
(If the processing speed of the AI ​​generated by the attacking and defending sides is the same, the ability to break through the firewall depends on the capacity of the datacenter.)
$Vistra Energy (VST.US)$ $Oracle (ORCL.US)$ $Vertiv Holdings (VRT.US)$ $Fujikura (5803.JP)$
...

$Advantest (6857.JP)$ Clearly too much of a drop. Like August 5.

$Furukawa Electric (5801.JP)$
I would like to buy more if I had more financial strength...

$Fujikura (5803.JP)$ To be honest, the anticipated drop today is within expectations, the concern lies in the future. The Datacenter is still expanding, so there seems to be no need to worry about short-term supply and demand causing a decline. Will it rise steadily within the range after confirming increased revenue and profit until the financial results come out, or will it rise after being factored in from the beginning of the year? If the financial results are bad, there's nothing left.

$Fujikura (5803.JP)$
Can we stop around here?

With a high short sell ratio, there may be a considerable increase due to buy-backs.
$Advantest (6857.JP)$

$VIX Index Futures(MAR5) (VXmain.US)$
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Don't you think it's more stable for the stock price to remain calm despite the rising ViX? ⁉
As a possibility, most investors are well aware that October is a month when ViX is likely to rise, and the ViX is likely to rise due to the liquidation of ViX short positions that can profit when the ViX falls.
Actually, the ViX Short has dropped yesterday. (There is a possibility that ViX is on an upward trend as it has been gradually dissipating since October).
If this is causing the ViX to rise, it is consistent with the stock price not falling as much as expected.
If the flow was ViX short liquidation -> ViX rise -> stock price drop...
I will inform you that the stock price drop could also be a deception.

Among everyone who is selling, a large number of s who go against the trend and buy.
You probably have quite a holding loss. The margin trading ratio is likely to have increased, and the resistance level will become heavier.
$Nissan Motor (7201.JP)$

$NVIDIA (NVDA.US)$　
8/28 was the most exciting financial day of the current fiscal year. I have both Nvidia (NVDA) and Crowdstrike (CRWD) shares. NVDA is once again dividing the country into Sekigahara. CRWD was the first settlement after a system failure. As a result, both stock prices fell after closing. why? is this for sale? buy it? Show off my dogma and prejudice. Let's go!
<What I think about NVDA's financial results>
Guidance for next term.
This is a summary of predictions made at my “Don't Lose Study Session,” which I posted in the post I posted the day before yesterday, plus today's results.
As you can see by looking at this, the actual results were higher than the consensus and my expectations. But stocks have declined. why?
In my post the day before yesterday I said:
I have a long history as an analyst, so I can see the NVDA CFO discussing guidance numbers with company executives until just before financial results.
When I decided on the guidance forecast at the study session on 8/18, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also predicted $32b...