$NVIDIA (NVDA.US)$
Nvidia Corporation's revenue growth continues to be strong, with sales growth exceeding $12 billion for 5 consecutive quarters, and strong demand for Blackwell chips is expected to drive future growth.
Despite being perceived as overvalued, Nvidia's market potential is immense, supported by the rapid increase in AI investments and the company's strategic positioning in the AI ecosystem.
The decline in Nvidia's stock price after the third quarter earnings announcement is due to market concerns about the sustainability of growth and conservative guidance for the fourth quarter, and does not reflect Nvidia's long-term outlook.
I believe that market concerns are exaggerated and the company's growth trajectory remains robust, maintaining a strong buy rating on NVDA.

$NVIDIA (NVDA.US)$
There doesn't seem to be a reason to sell. In some quarters, it is said that the next quarter's earnings forecast did not meet high market expectations, but the company probably expects it to exceed even more.

$NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
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Contents: (1) Explanation of Nvidia's financial results (2) Future outlook of semiconductor stocks (3) Introduction of promising sectors and stocks.
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Key Points for Next Week
This week's Japanese stock market $NVIDIA (NVDA.US)$With earnings reports approaching,attention is focused on semiconductor-related stocks.As domestic corporate earnings wrap up and new material becomes scarce, the performance of Nvidia could determine the market direction for the Tokyo market, where semiconductor-related stocks hold significant weight. In the first half of the week, it is difficult to deal with semiconductor stocks under the circumstances of wanting to ascertain this content.Overall, the market is increasingly adopting a wait-and-see attitude.If the earnings reaction is positive, investors can expect a bullish shift in sentiment, while a negative reaction could lead to a risk-off scenario. However, amid the continued rise in long-term interest rates in the United States,there are concerns about headwinds facing growth stocks.Furthermore, if the Nikkei Stock Average reaches the 90,000 yen range,there may be increased selling pressure,making the path to recovery at 40,000 yen both near and far.
Nvidia's earnings report is scheduled for November 20th. Market estimates project Nvidia's revenue to increase by 82.27% year-on-year to $33.027 billion.revenue will increase by 82.27% year-on-year to 33.027 billion dollars.、With a 87.25% increase in profit per share to 0.69...

$Toyota Motor (7203.JP)$、 $Honda Motor (7267.JP)$、 $Nissan Motor (7201.JP)$The interim financial results for the domestic big 3 automobile companies in March 2025 (April-September) clearly reflected the current severe situation.
All three companies experienced a decrease in sales volume compared to the previous year, with a decline in the operating profit and operating profit margin, reflecting their earning power.。Nissan's net profit has fallen into the red.All three companieshave been forced to lower their financial estimates for the year's passengers carried.
In response, the USA $Tesla (TSLA.US)$expanded its operating profit, returning the operating margin to double digits. China $BYD COMPANY (01211.HK)$has surpassed Tesla's quarterly revenue and surpassed Honda and Nissan in passengers carried.
Domestic three companies' stock prices have dropped by about 20-30% since July, contrasting sharply with the soaring Tesla during the Trump Rally. Efforts towards a reversal strategy by each company are also introduced.
All three companies saw a decrease in passenger carried and profits, with Honda and Nissan lowering their full-year financial estimates.
Second quarter (July-September...

$NVIDIA (NVDA.US)$ Hello!
Just as I expected! I mentioned the Dow adoption the other day.
We will hit 1000 again in 3 years! It could be as early as 2 years!
Be careful not to be deceived by misleading or aggressive sales! Nvidia is the world number one!

$Advanced Micro Devices (AMD.US)$
Buy zone! Buy zone!

$Advanced Micro Devices (AMD.US)$ Reed's Inc. announced earnings after the close on October 29. Stock price...fell 7.6% in after-hours tradingDone.
◇Performance for the July-September quarter.The semiconductor manufacturing equipment related to technologies like lasers is strong, with a psychological improvement due to the recovery of NVIDIA's stock in the U.S.Strong performance of AI semiconductors.but exceeded market expectations.Revenue outlook for the October-December quarter.isfell below market expectations。
◇The company side this year's AI semiconductors revenue estimate has been raised from the previous $4.5 billion to $5 billion Upward revisionHowever, the extent of this increase is The company's overall momentum did not offset concerns about slowing down. $NVIDIA (NVDA.US)$and it was undeniable that it was inferior to the momentum.。
Earnings Highlights
Q3 performance: Beat financial estimates.
◇Adjusted EPS(Earnings per share): $0.92, market expectations are $0.92
◇revenueRevenue: $6.82 billion, an 18% increase year-on-year, market expectations were $6.71 billion.
・Revenue growth in the datacenter and client segments.However,Revenue decline in the gaming and embedded segments.PartiallyOffsettingDone.
・The datacenter division performed well with a 122% year-on-year revenue increase. Clients also showed solid performance with a 29% revenue growth, but the gaming division saw a 69% decline in revenue, and the embedded division...