$NVIDIA (NVDA.US)$ I believe they are indeed the kings of Semiconductors. The revenue guidance and future story seem solid in the long term. However, looking at the reaction after Micron Technology's earnings report yesterday, while the sales were good, the profit margin did not meet the Analyst Financial Estimates, leading to a massive drop. To connect the stock price increase with the current market sentiment, a decent earnings report results in a drop, a minor mistake leads to a significant drop, and a slight earnings miss causes a major drop. Only surprising earnings can lead to no volatility or an increase, I think the market is particularly harsh on Semiconductors. Unless this sentiment changes, it may be difficult to break out from a range-bound market within this year. However, I believe that a day will come when it surpasses 150 in the long term, and I wish to hold on to it long-term. What do you all think?

$NVIDIA (NVDA.US)$
The NVIDIA GPUs used there would likely be H100 or B100. Assuming it is H100, each costs 0.03 million dollars, resulting in 12 billion dollars (1.7 trillion yen) in sales for 400,000 units. NVIDIA's sales for 2024 are forecasted to be 60.9 billion dollars, so this project alone would lead to approximately a 20% increase in sales.
NVIDIA's gross margin is around 75%, resulting in a gross profit of 9 billion dollars. There are almost no companies in Japan that exceed this gross profit. Just with the first project of Stargate, NVIDIA surpasses all Japanese companies.

$NVIDIA (NVDA.US)$
Whether it goes down or up, it's a permanent hold✨
Plans to transfer it to children and grandchildren.

$NVIDIA (NVDA.US)$ The reason for the rise is unclear. It will be held based on the reason for the growth. If it's only a technical rebound, it will be sold.

$NVIDIA (NVDA.US)$ It is still in the midst of a downward trend.

$NVIDIA (NVDA.US)$
Summary.
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DOGE takes over the Mainland Education.
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$NVIDIA (NVDA.US)$
It's been a while… the strong NVidia-sama‼️
I think the jumping power is building up…
Just like before the split, please raise it by 10 dollars in one hour🙏

$NVIDIA (NVDA.US)$
Is NVDA going to drop below 100 dollars from here? Frankly, it's hard to say.
However, what can be said is that while rapid growth may slow down, there is demand, and growth will not stop.
If it drops by more than 10%, the critics will all shout that it's bad, it's bad. They will start recommending other stocks. Indeed, this may be right in the short term. But no one can truly know. Believing everything will lead to severe losses.
Stocks are for the long term. The predicted EPS for the end of 2026 is 4.36, and 5.59 for 2027. If it ever drops below 100 dollars, it will only look like a buying opportunity.
Certainly, there are risks, and others may have the potential to rise.
However, if there are surplus funds and one can wait, I don't think this is over yet.
Well, stocks are a personal responsibility. The only one to trust is oneself!

$NVIDIA (NVDA.US)$ From now on, I will cut my new NISA limit by half! Take care!