182785896
Set a live reminder
$NVIDIA (NVDA.US)$ It is scheduled to hold the Earnings Call for the fourth quarter of the fiscal year 2025 on February 27, 2025 (Thursday) at 7:00 AM Japan time.
On January 27, NVIDIA's stock price fell by 17%, reducing the company's Market Cap by approximately 600 billion dollars. However, just three weeks later, the stock price sharply recovered, supported by strong demand in the AI Semiconductors market.
Currently, it has almost recovered from the losses due to the sharp decline of the DeepSeek shock.
This Earnings Report will be a material that could further boost the stock price.Will it be?The focus will be on how the latest Blackwell architecture chips will reflect in the company's performance.
Don't miss this live!
This presentation will bewill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
◆Notes
The content of this live event is provided for the convenience of customers through a subtitle translation service. The subtitles are powered by Microsoft Azure and Amazon Translation...
On January 27, NVIDIA's stock price fell by 17%, reducing the company's Market Cap by approximately 600 billion dollars. However, just three weeks later, the stock price sharply recovered, supported by strong demand in the AI Semiconductors market.
Currently, it has almost recovered from the losses due to the sharp decline of the DeepSeek shock.
This Earnings Report will be a material that could further boost the stock price.Will it be?The focus will be on how the latest Blackwell architecture chips will reflect in the company's performance.
Don't miss this live!
This presentation will bewill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
◆Notes
The content of this live event is provided for the convenience of customers through a subtitle translation service. The subtitles are powered by Microsoft Azure and Amazon Translation...
Translated

NVIDIA Fiscal Year 2025 Q4 Earnings Call (with Japanese subtitles)
Feb 27 06:00

54
3
6
$FUJI Media Holdings (4676.JP)$ I thought it was soaring in anticipation of being acquired by someone else. If it's a false report by Bunshun, then Television will only change management and start from a significant decline in performance. It's overheated.
Translated
1
182785896
liked
$FUJI Media Holdings (4676.JP)$ Bungeishunju really did it. It feels like we now know what President Minato was denying so vehemently yesterday. It's going to be rough starting tomorrow.
Translated
8
3
182785896
commented on
President Donald Trump of the USA has announced plans to impose tariffs of up to 100% on semiconductors and computer chips manufactured in Taiwan. This move could have a significant impact on Taiwan's semiconductor industry, including TSMC, and potentially bring new changes to the global semiconductor supply chain.
Policies aimed at technology transfer to the USA
President Trump stated in a speech at the House GOP Issues Conference that tariffs will be imposed on overseas production of computer chips, semiconductors, and pharmaceuticals in the near future. The tariff rates could range from 25% to 100% in stages, with the main purpose being to encourage reshoring of production within the USA.
Particularly noteworthy is the criticism of the CHIPS Act by the former Biden administration. President Trump pointed out that companies already have sufficient funds and what is needed is not funding but incentives. By imposing tariffs ranging from 25% to 100%, it is expected that companies will build factories in the USA with their own funds.
Impact on the Industry
The impact of this policy on the semiconductor industry supply chain...
Policies aimed at technology transfer to the USA
President Trump stated in a speech at the House GOP Issues Conference that tariffs will be imposed on overseas production of computer chips, semiconductors, and pharmaceuticals in the near future. The tariff rates could range from 25% to 100% in stages, with the main purpose being to encourage reshoring of production within the USA.
Particularly noteworthy is the criticism of the CHIPS Act by the former Biden administration. President Trump pointed out that companies already have sufficient funds and what is needed is not funding but incentives. By imposing tariffs ranging from 25% to 100%, it is expected that companies will build factories in the USA with their own funds.
Impact on the Industry
The impact of this policy on the semiconductor industry supply chain...
Translated
6
3
182785896
liked and commented on
When the news of Deepseek came up, I tried it right away but thought, 'Oh, it's nothing special,' and ended up ignoring it. However, the root of the issue may not have been there.
Up until now, AI services like Gemini, Copilot, and ChatGPT have been considered impossible to achieve without NVIDIA's high-performance chips (H200 and Blackwell). However, with the Chinese-made Deepseek, it has been demonstrated that AI development is possible even without NVIDIA's ultra-high-performance GPU (even though the actual version uses NVIDIA's H800 with limited features), which could potentially overturn previous conventions. This perspective helps understand the current situation where semiconductor stocks are falling across the board in pre-market trading.
Related Stocks
$NVIDIA (NVDA.US)$
$Taiwan Semiconductor (TSM.US)$
$Broadcom (AVGO.US)$
$Arm Holdings (ARM.US)$
$Advanced Micro Devices (AMD.US)$
Up until now, AI services like Gemini, Copilot, and ChatGPT have been considered impossible to achieve without NVIDIA's high-performance chips (H200 and Blackwell). However, with the Chinese-made Deepseek, it has been demonstrated that AI development is possible even without NVIDIA's ultra-high-performance GPU (even though the actual version uses NVIDIA's H800 with limited features), which could potentially overturn previous conventions. This perspective helps understand the current situation where semiconductor stocks are falling across the board in pre-market trading.
Related Stocks
$NVIDIA (NVDA.US)$
$Taiwan Semiconductor (TSM.US)$
$Broadcom (AVGO.US)$
$Arm Holdings (ARM.US)$
$Advanced Micro Devices (AMD.US)$
Translated
16
18
2
182785896
liked
Good morning to all Moomoo users!
Here are the key points of the early morning report today.![]()
●【Tokyo Stock Market Forecast Range】79,000 - 84,000 yen (Closing price on the 18th was 82,220.85 yen).
● US November housing market index unexpectedly rises.
Nvidia falls on reports of issues with Blackwell server rack.
Tesla rises 6%, as the framework for fully self-driving cars becomes one of the Department of Transportation's priorities.
Trump's media company in talks to acquire Backed cryptocurrency.
MicroStrategy adds approximately $4.6 billion worth of additional Bitcoin purchases.
Netflix is rising, with a peak viewership of 65 million for Tyson's comeback fight.
Super Micro surges, plans to continue trading on the Nasdaq submitted by Monday.
- moomoo News Julie
Market Overview
◇On the 18th, the US market saw a slight rebound in the S&P 500 and Nasdaq 100 indices. The significant increase in the Nasdaq 100 index is due to $Tesla (TSLA.US)$ and virtual currency-related stocks leading the gains. Qitabankuai and Trump Stocks rallied, among other factors.
●【Tokyo Stock Market Forecast Range】79,000 - 84,000 yen (Closing price on the 18th was 82,220.85 yen).
● US November housing market index unexpectedly rises.
Nvidia falls on reports of issues with Blackwell server rack.
Tesla rises 6%, as the framework for fully self-driving cars becomes one of the Department of Transportation's priorities.
Trump's media company in talks to acquire Backed cryptocurrency.
MicroStrategy adds approximately $4.6 billion worth of additional Bitcoin purchases.
Netflix is rising, with a peak viewership of 65 million for Tyson's comeback fight.
Super Micro surges, plans to continue trading on the Nasdaq submitted by Monday.
- moomoo News Julie
Market Overview
◇On the 18th, the US market saw a slight rebound in the S&P 500 and Nasdaq 100 indices. The significant increase in the Nasdaq 100 index is due to $Tesla (TSLA.US)$ and virtual currency-related stocks leading the gains. Qitabankuai and Trump Stocks rallied, among other factors.
Translated



29
14
182785896
liked
Good morning, moomoo users! We will bring you the hot stocks and latest rating information of the morning session.![]()
Today's positive and negative factors.
10/17 [Strength and weakness materials]
Three key points to focus on in the morning session.
● Investor focus on TSMC earnings
● $Heartseed (219A.JP)$ , 24/10 upward revision operating loss from 1.965 billion yen to 1.059 billion yen. Sales revenue revised upward from 0.153 billion yen to 0.874 billion yen, operating loss changed from a deficit of 1.965 billion yen to a deficit of 1.059 billion yen.
Key points of the morning session: $Nippon Telegraph & Telephone (9432.JP)$NTT East Japan and West Japan will significantly reduce customer service and facility personnel, and expand AI introduction.
Active stocks and hot stocks
In the U.S. stock market on the 16th, there was a predominant trend of buying back financial and cyclical stocks, with the NY Dow updating its highest value in two days, and major stock price indices rising across the board. In the foreign exchange market, the recent weakening of the yen is also providing tailwinds to the Tokyo market. On the 17th, the Tokyo stock market saw a slightly bullish trend leading the way. As Taiwan's TSMC, a semiconductor contract manufacturer, is set to announce its earnings for the July-September period, there are also those who want to assess this information in Tokyo...
Today's positive and negative factors.
10/17 [Strength and weakness materials]
Three key points to focus on in the morning session.
● Investor focus on TSMC earnings
● $Heartseed (219A.JP)$ , 24/10 upward revision operating loss from 1.965 billion yen to 1.059 billion yen. Sales revenue revised upward from 0.153 billion yen to 0.874 billion yen, operating loss changed from a deficit of 1.965 billion yen to a deficit of 1.059 billion yen.
Key points of the morning session: $Nippon Telegraph & Telephone (9432.JP)$NTT East Japan and West Japan will significantly reduce customer service and facility personnel, and expand AI introduction.
Active stocks and hot stocks
In the U.S. stock market on the 16th, there was a predominant trend of buying back financial and cyclical stocks, with the NY Dow updating its highest value in two days, and major stock price indices rising across the board. In the foreign exchange market, the recent weakening of the yen is also providing tailwinds to the Tokyo market. On the 17th, the Tokyo stock market saw a slightly bullish trend leading the way. As Taiwan's TSMC, a semiconductor contract manufacturer, is set to announce its earnings for the July-September period, there are also those who want to assess this information in Tokyo...
Translated


23
3
Events included in financial estimates do not lead to purchases.
Despite poor performance and the disappearance of both profits and dividends, there is inexplicably buying support at the moment negative news emerges.
Despite poor performance and the disappearance of both profits and dividends, there is inexplicably buying support at the moment negative news emerges.
Translated
3