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$Super Micro Computer (SMCI.US)$
When I wrote it, DEATH🪦☠️SKULL appeared!
When I wrote it, DEATH🪦☠️SKULL appeared!
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That's strong, it seems like it will 🚀 once the annual report is released.
It doesn't really feel like it will become a Sell.
That's strong, it seems like it will 🚀 once the annual report is released.
It doesn't really feel like it will become a Sell.
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Founded in 1968, the American semiconductor giant $Intel (INTC.US)$ is reporting a split observation There has been attention in the Semiconductor industry and the USA stock market.the report surrounding Intel's split.must first be examined, The power dynamics of the Semiconductors industry.andValuation of Intel and other companies.ETC will be checked.
the report surrounding Intel's split.
The Wall Street Journal (WSJ) reported on February 15.Reports indicate that Broadcom and TSMC are considering a Trade that could lead to the split of Intel.According to this, "Broadcomisis interested in Intel's Semiconductors design division.andTSMCmay do so in the form of an investor consortium, etc.Considering the operation of part or all of Intel's semiconductor factory.It is said to be.
Bloomberg reported that「Officials from the Trump administrationrecently met with Taiwanese semiconductor manufacturers.Both companies.(インテルとTSMC)の取引案を提示し、TSMCは前向きな姿勢を示した」と報じた。「インテルの暫定会長フランク・イアリー氏は、過去数カ月にわたり、政権関係者やTSMCの幹部らと協議してきた」とし、「トランプ大統領が商務長官に指名したハ...
The Wall Street Journal (WSJ) reported on February 15.Reports indicate that Broadcom and TSMC are considering a Trade that could lead to the split of Intel.According to this, "Broadcomisis interested in Intel's Semiconductors design division.andTSMCmay do so in the form of an investor consortium, etc.Considering the operation of part or all of Intel's semiconductor factory.It is said to be.
Bloomberg reported that「Officials from the Trump administrationrecently met with Taiwanese semiconductor manufacturers.Both companies.(インテルとTSMC)の取引案を提示し、TSMCは前向きな姿勢を示した」と報じた。「インテルの暫定会長フランク・イアリー氏は、過去数カ月にわたり、政権関係者やTSMCの幹部らと協議してきた」とし、「トランプ大統領が商務長官に指名したハ...
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Hello, MOOMOO users! Good job on closing. Here is today's summary of the stock market. Thank you.
● The Nikkei average ended 96.15 yen higher at 39,270.40 yen compared to the previous trading day.
● Foreign Exchange Summary: Fluctuating around 152 yen, following comments from Fed officials regarding the view that U.S. interest rates would remain unchanged.
● "Datacenter" ranks fourth, gaining attention for AI datacenters due to the expansion of the generative AI market.
● NISSAN MOTOR CO - Surges as it is reported that if President Uchida resigns, Honda will resume negotiations.
● Mitsubishi Heavy Industries and Kawasaki Heavy Industries, among others, see an increase in defense-related stocks, driven by rising defense-related stocks in the European Index.
Hot Stocks: $Nissan Motor (7201.JP)$ 、 $Mitsubishi Heavy Industries (7011.JP)$ 、 $Asahi Kasei (3407.JP)$ 、 $Mitsubishi Motors (7211.JP)$ ETC
-MOOMOO News of individual stocks in Japan Alicia
Market Overview
In today's Tokyo stock market, the Nikkei average stock price ended at 39,270.40 yen, up 96.15 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) rose by 8.61 points to 2,775.51. In the early stages, it fluctuated between positive and negative territory, showing an unclear direction. However, the ...
● The Nikkei average ended 96.15 yen higher at 39,270.40 yen compared to the previous trading day.
● Foreign Exchange Summary: Fluctuating around 152 yen, following comments from Fed officials regarding the view that U.S. interest rates would remain unchanged.
● "Datacenter" ranks fourth, gaining attention for AI datacenters due to the expansion of the generative AI market.
● NISSAN MOTOR CO - Surges as it is reported that if President Uchida resigns, Honda will resume negotiations.
● Mitsubishi Heavy Industries and Kawasaki Heavy Industries, among others, see an increase in defense-related stocks, driven by rising defense-related stocks in the European Index.
Hot Stocks: $Nissan Motor (7201.JP)$ 、 $Mitsubishi Heavy Industries (7011.JP)$ 、 $Asahi Kasei (3407.JP)$ 、 $Mitsubishi Motors (7211.JP)$ ETC
-MOOMOO News of individual stocks in Japan Alicia
Market Overview
In today's Tokyo stock market, the Nikkei average stock price ended at 39,270.40 yen, up 96.15 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) rose by 8.61 points to 2,775.51. In the early stages, it fluctuated between positive and negative territory, showing an unclear direction. However, the ...
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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.
◆Notes
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.
◆Notes
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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