Samsung Electronics' financial results were good; after all, market conditions are probably improving.
I think Samsung Electronics/SK Hynix's increase in HBM3 shipments is effective $Micron Technology(MU.US$ is skipping HBM3 to manufacture HBM3E.
The fact that they seem to have missed the waves a bit can also be said to be the result of attacking, so it seems that we can still look forward to next fiscal year and beyond.
I think Samsung Electronics/SK Hynix's increase in HBM3 shipments is effective $Micron Technology(MU.US$ is skipping HBM3 to manufacture HBM3E.
The fact that they seem to have missed the waves a bit can also be said to be the result of attacking, so it seems that we can still look forward to next fiscal year and beyond.
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11
1
$Palantir(PLTR.US$
Let's just take it easy when it comes to Coco 😆
60 by the end of the year.
It's possible enough, and that's enough.
It will probably turn into something after 10 years.
A company with a good top will definitely grow.
Let's just take it easy when it comes to Coco 😆
60 by the end of the year.
It's possible enough, and that's enough.
It will probably turn into something after 10 years.
A company with a good top will definitely grow.
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18
Today's closing price is over 1800, and congratulations on rising 7 times in a row!
The Nikkei average is over 40,000 yen without the help of semiconductors, so it's admirable.
$Mitsubishi UFJ Financial Group(8306.JP$
The Nikkei average is over 40,000 yen without the help of semiconductors, so it's admirable.
$Mitsubishi UFJ Financial Group(8306.JP$
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6
$Micron Technology(MU.US$
I feel like it's a pattern that often goes up and doesn't sell if you keep it for about 1 week
I feel like it's a pattern that often goes up and doesn't sell if you keep it for about 1 week
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6
That's because almost all semiconductor brands have declined drastically.
Even so, after raising it that much, my transition from everything is a move that can only be done here.
Even so, after raising it that much, my transition from everything is a move that can only be done here.
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3
Today's semiconductor good news $Broadcom(AVGO.US$ (+13%) and $Super Micro Computer(SMCI.US$ (+12%)
I think SMCI is rich in Owakon, but it's fluctuating.
I think SMCI is rich in Owakon, but it's fluctuating.
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4
This is because, like dot coms, the business use of AI has not progressed yet, and it will take several years. Until business use matures, more advanced calculations and models won't be useful. So I anticipate that a slow and painful trajectory will continue until the bubble bursts and stock prices mature.
What do you all think?
well, $Apple(AAPL.US$ There are no novelties or cutting-edge things announced by Apple tends to provide stable functionality, but starting to say that it uses AI isn't cutting-edge. Their use of AI is the same as last year.
What do you all think?
well, $Apple(AAPL.US$ There are no novelties or cutting-edge things announced by Apple tends to provide stable functionality, but starting to say that it uses AI isn't cutting-edge. Their use of AI is the same as last year.
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7
2
$Toyota Motor(7203.JP$
Because stock buybacks for times like this are 1 trillion yen
Isn't it not going to drop a lot![]()
Because stock buybacks for times like this are 1 trillion yen
Isn't it not going to drop a lot
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5
1
$Kansai Electric Power(9503.JP$
Electric power stocks were invincible due to the later appreciation of the yen and price increases![]()
Electric power stocks were invincible due to the later appreciation of the yen and price increases
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