$Taiwan Semiconductor(TSM.US)$ofStrong performancethat's it. Sales for June, which were announced on 7/10, increased by 32.9% compared to the same month last year, and hit a record high in the same month.In April-6, sales increased 40% from the same period last year, which greatly exceeded market expectations of 35.5% increase. What is the strong performance of TSMC, the world's largest foundry (semiconductor contract manufacturing) companyIt simply suggests that the AI investment boom continuesI'll do it.
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...

$Tempus AI(TEM.US)$
I want AI to be used to reduce doctors' misdiagnoses and oversights
If AI can be used to save lives and reduce pain and suffering that can be cured, businesses you would want to invest more and more in
A world where two types of diagnosis with a doctor's eye are standard based on basic diagnosis using AI will be realized in the near future
In Japan, at the moment $Tempus AI(TEM.US)$ Only MOOMOO and 1 other company can buy shares.
$SoftBank Group(9984.JP)$ SBTempus's business in Japan, which is created as a joint venture with, has already begun.
It's going to spread as fast as it was with broadband

1. As expected, NVIDIA's total sales for the first quarter of April were 24 billion dollars, and data center (DC) sales were 21 billion dollars.
2. Citi estimates total sales to be approximately 26 billion dollars and DC sales to be approximately 23 billion dollars.
3. Citi expects sales for the fiscal year ending July to be 27.5 billion dollars compared to the market forecast of 26.5 billion dollars and the buyer's forecast of about 28 billion dollars.
4. Citi anticipates that sales will increase slightly compared to the previous quarter because sales volume will increase, H100 lead time will be shortened, and gross profit margin will normalize before GB200 sales increase in the first half of '25.
$NVIDIA(NVDA.US)$

Major rice chip company $NVIDIA(NVDA.US)$ will invest in Wave Technologies, a British autonomous driving technology startup, and participate in the company's 1.05 billion dollar funding round.
$SoftBank Group(9984.JP)$ It is led by and is an existing investor in Wave $Microsoft(MSFT.US)$ will invest more money. The company has not disclosed the latest valuation.
The current capital investment emphasizes investors' continued demand for artificial intelligence, and is supporting the autonomous vehicle industry. The industry has experienced setbacks over the past few years in convincing regulators about the safety of driverless cars.
Alex Kendall (Alex Kendall), CEO of Wave, said in an interview at its headquarters in London that the company has received investment interest from multiple car companies, but has decided not to give up on the option of cooperating with one manufacturer in the future. Furthermore, since this technology is installed in automobiles, self...

$Apple(AAPL.US)$A financial results briefing for the 2nd quarter of fiscal year 2024 is scheduled to be held at 6:00 a.m. on 5/3 (Friday) Japan time. This briefing sessionSubtitle translation formatIt will be distributed by If you would like to watch it,“reservation”Click on the button.
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$NVIDIA(NVDA.US)$
If it ends at 775 today, I think it will move to 780 or higher next week.
I'm currently predicting that this won't happen, but as someone bossy somewhere says, even if it were to drop to 770 this week, I don't think it would end at 765 or less on a value basis.
This is because if it were to be around 761, the stock price would not have been stepped on a day or two long ago. (It hasn't happened, is it?)
Even if you understand macroeconomics, there's no sense of individual market prices.