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$Super Micro Computer (SMCI.US)$ With this momentum, let's head to the pre-market session 🚀
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$Super Micro Computer (SMCI.US)$ is scheduled to hold the Earnings Call for the second quarter of the 2025 fiscal year on Wednesday, February 12, 2025, at 7:00 AM Japan time. This presentation will bewill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
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The content of this live stream is provided through subtitle translation services for your convenience. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translations from English to Japanese is made, explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please keep this in mind while watching.
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Super Micro Computer Inc 2025 Q2 Earnings Call (with Japanese subtitles)
Feb 12 06:00
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$Super Micro Computer (SMCI.US)$
What do you think?
What do you think?
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Columns "Trump 2.0" New Administration Policy Timeline List! What are the notable investment opportunities?
This article uses automatic translation in part.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bassent, 62 years old, founded Key Square Group, a global macro hedge fund, and previously managed the Soros Fund Management.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bassent, 62 years old, founded Key Square Group, a global macro hedge fund, and previously managed the Soros Fund Management.
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$NVIDIA (NVDA.US)$
It's just difficult for the stock price to rise because it's leading the pack, so it should rise relatively if others go up.
The ultimate winner will be deere & co!
It's just difficult for the stock price to rise because it's leading the pack, so it should rise relatively if others go up.
The ultimate winner will be deere & co!
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$NVIDIA (NVDA.US)$
NVIDIA Q3 FY2025 earnings conference call is scheduled for November 20 at 5:00 PM EDT /November 21 at 6:00 AM SGT /November 21 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from NVIDIA's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information a...
NVIDIA Q3 FY2025 earnings conference call is scheduled for November 20 at 5:00 PM EDT /November 21 at 6:00 AM SGT /November 21 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from NVIDIA's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information a...
NVIDIA Q3 FY2025 earnings conference call
Nov 21 06:00
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the parent company of Facebook $Meta Platforms (META.US)$After the market closed on Wednesday, they announced their earnings.The revenue for the third quarter and the revenue guidance for the fourth quarter exceeded analysts' financial estimates.However, due to the significant losses in the Metaverse business and the slower growth of active users than expected, Meta's stock price dropped by 3% after Wednesday's close.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.[AgroScience Segment] Herbicides saw a significant decrease due to the sales period being brought forward compared to the previous year for agricultural land and golf courses, but revenues increased due to strong demand for railroads and home gardening.
Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.
The stock price of the metaverse has risen by 66% year-to-date and by 26% over the past 3 months.In contrast, $Amazon (AMZN.US)$has increased by 25% over the past 3 months, $Alphabet-A (GOOGL.US)$by 21%, $Microsoft (MSFT.US)$by 15% during the same period.
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Even with massive investments...
Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.Meta's CEO Zuckerberg stated that AI significantly boosts the advertising business, and the company plans to increase investment in AI, expecting a substantial growth in capital expenditures by 2025.
The stock price of the metaverse has risen by 66% year-to-date and by 26% over the past 3 months.In contrast, $Amazon (AMZN.US)$has increased by 25% over the past 3 months, $Alphabet-A (GOOGL.US)$by 21%, $Microsoft (MSFT.US)$by 15% during the same period.
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