182737223
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$NVIDIA (NVDA.US)$
In the end, just like after the global stock market crash at the beginning of August, there was a quiet surge in the S&P 500, the largest increase in history, and a consecutive rise in semiconductor stocks for several days... It was like that. It was like that at the beginning of August, so it's not surprising. Is it naive? No, it's not! Kirii (๑•̀ㅁ•́๑)✧
In the end, just like after the global stock market crash at the beginning of August, there was a quiet surge in the S&P 500, the largest increase in history, and a consecutive rise in semiconductor stocks for several days... It was like that. It was like that at the beginning of August, so it's not surprising. Is it naive? No, it's not! Kirii (๑•̀ㅁ•́๑)✧
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$NVIDIA (NVDA.US)$ The weakest broadcom of the Four Heavenly Kings has been defeated, and there is no longer any material to rise. There is no longer any meaning to cling to here. Goodbye.
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182737223
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182737223
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$Broadcom (AVGO.US)$
【To cut to the chase, it's a buying opportunity!】
*This is just my personal opinion. I'm not an investment expert or anything like that, I
*But I'm totally convinced myself, so even if I lose, I won't regret it.
[The following is a long monologue lol]
Broadcom is mainly used for building enterprise datacenters, with a focus on semiconductor manufacturing.
Simply put, it's semiconductors that are embedded in network equipment like routers and switching hubs.
Although it is actually more diverse and complex, I will skip to the point because it is not important.
In traditional datacenter construction, multiple servers were connected using network equipment.
But now, with virtualization, multiple servers can be built within a single server and connected via a network.
It makes sense that Broadcom acquired the virtualization giant VMWare, as the demand for semiconductors for network equipment has decreased.
Now, leveraging their expertise in network semiconductor technology, they are shifting towards developing and providing virtualization-specific semiconductors and technologies.
Well, the internet has been the main thing until now...
【To cut to the chase, it's a buying opportunity!】
*This is just my personal opinion. I'm not an investment expert or anything like that, I
*But I'm totally convinced myself, so even if I lose, I won't regret it.
[The following is a long monologue lol]
Broadcom is mainly used for building enterprise datacenters, with a focus on semiconductor manufacturing.
Simply put, it's semiconductors that are embedded in network equipment like routers and switching hubs.
Although it is actually more diverse and complex, I will skip to the point because it is not important.
In traditional datacenter construction, multiple servers were connected using network equipment.
But now, with virtualization, multiple servers can be built within a single server and connected via a network.
It makes sense that Broadcom acquired the virtualization giant VMWare, as the demand for semiconductors for network equipment has decreased.
Now, leveraging their expertise in network semiconductor technology, they are shifting towards developing and providing virtualization-specific semiconductors and technologies.
Well, the internet has been the main thing until now...
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$Bitcoin (BTC.CC)$
$NASDAQ 100 Index (.NDX.US)$
$USD/JPY (USDJPY.FX)$
Trump: 49 → 49.7
Harris: 49 → 48.8
Finally, the gift market may be coming to an end.![]()
I want you to continue to be separated in the debate!
2024 U.S. President
$NASDAQ 100 Index (.NDX.US)$
$USD/JPY (USDJPY.FX)$
Trump: 49 → 49.7
Harris: 49 → 48.8
Finally, the gift market may be coming to an end.
I want you to continue to be separated in the debate!
2024 U.S. President
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$NVIDIA (NVDA.US)$
August 28th was the most exciting earnings day of the season. I own shares of both Nvidia (NVDA) and Crowdstrike (CRWD). NVDA is once again the decisive battle at Sekigahara. CRWD is reporting for the first time after a system failure. As a result, both stock prices dropped after the market closed. Why? Is it a sell-off? Or a buying opportunity? I'll share my personal judgment and bias. Let's go!
<My Thoughts on NVDA's Earnings>
- Guidance for the next fiscal year
This is a summary of the forecast I made during my "never lose study group" that I posted the other day, with today's results added.
As you can see from this, the actual results were higher than the consensus and my forecast. But the stocks went down. Why?
In my post the other day, I said the following:
As an experienced analyst, I can envision the scene of NVDA's CFO discussing the guidance numbers with company executives until just before the earnings announcement.
When I made the guidance forecast at the study meeting on August 18th, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also forecasted $32 billion...
August 28th was the most exciting earnings day of the season. I own shares of both Nvidia (NVDA) and Crowdstrike (CRWD). NVDA is once again the decisive battle at Sekigahara. CRWD is reporting for the first time after a system failure. As a result, both stock prices dropped after the market closed. Why? Is it a sell-off? Or a buying opportunity? I'll share my personal judgment and bias. Let's go!
<My Thoughts on NVDA's Earnings>
- Guidance for the next fiscal year
This is a summary of the forecast I made during my "never lose study group" that I posted the other day, with today's results added.
As you can see from this, the actual results were higher than the consensus and my forecast. But the stocks went down. Why?
In my post the other day, I said the following:
As an experienced analyst, I can envision the scene of NVDA's CFO discussing the guidance numbers with company executives until just before the earnings announcement.
When I made the guidance forecast at the study meeting on August 18th, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also forecasted $32 billion...
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![Maria's viewpoint](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240829/60120e57a5c288511238567902d2bc52.jpg/thumb?area=105&is_public=true)
![Maria's viewpoint](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240829/ce0866e0400b4a0938882c3c147dccd2.jpg?area=105&is_public=true)
![Maria's viewpoint](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240829/d034a73831acbac71cf828c94ed15abd.jpg?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
Seriously, short selling is persistent
!
don't grab high prices in battle and lick ethnic groups!![]()
Seriously, short selling is persistent
don't grab high prices in battle and lick ethnic groups!
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Has it turned from selling in disappointment after the earnings to buying, whether they realized it or their eyes were opened?
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$NVIDIA (NVDA.US)$
Of NVIDIA's total sales of $30 billion this time, 87% is for datacenter. This field is overwhelmingly dominated by NVIDIA and it is predicted to continue to grow as datacenter investments heat up. On the other hand, the key point for the future is whether the datacenter itself can secure customer (and self-service) contracts.
My prediction about AI has consistently been that it will become the center of future industries. This can be determined from the growth of the semiconductor and datacenter markets, and in fact, our company has also seen increased productivity by introducing AI. If security risks and other issues are resolved, companies and people around the world will adopt it at once.
Of NVIDIA's total sales of $30 billion this time, 87% is for datacenter. This field is overwhelmingly dominated by NVIDIA and it is predicted to continue to grow as datacenter investments heat up. On the other hand, the key point for the future is whether the datacenter itself can secure customer (and self-service) contracts.
My prediction about AI has consistently been that it will become the center of future industries. This can be determined from the growth of the semiconductor and datacenter markets, and in fact, our company has also seen increased productivity by introducing AI. If security risks and other issues are resolved, companies and people around the world will adopt it at once.
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$NVIDIA (NVDA.US)$
It was good to sell.
The financial results are impeccable.
Selling by short-term investors.
Investment should be profitable for long-term investors.
It was good to sell.
The financial results are impeccable.
Selling by short-term investors.
Investment should be profitable for long-term investors.
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182737223 : Fundamentally, it's not that bad. Large investors took profit as an excuse that the expected decline of 0.5 became the expected decline of 0.25 as usual. I think the foolish followers are just following suit.