ポンタ・ヒデヨシ
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Japan timeFebruary 22nd, 8:00 PMEarnings Call: Nvidia's Fiscal Year 2024 Q3 Earnings Call is scheduled to be held on November 22nd at 7:00 AM Japan Time.Predict the opening price of Nvidia on February 22ndPlease post in the comments section below this article (e.g. I predict the opening price to be $700). Feel free to share your investment ideas! We welcome your thoughts and comments on the earnings!
【Rewards】
Made the closest financial estimatesThree usersto1000 yen worth of Amazon gift cardwill be given as a prize.
Latest Analyst Estimates
It is common for Nvidia to exceed analyst's previous financial estimates.
First, let's check Nvidia's latest analyst ratings!
Click here for the Earnings Preview:
>>> NVDA FY2024 Q4 earnings preview <<<
Click here to reserve a live broadcast of the earnings call:
>>>NVDA FY2024 Q4 earnings call (subtitle translation)<<<
Japan timeFebruary 22nd, 8:00 PMEarnings Call: Nvidia's Fiscal Year 2024 Q3 Earnings Call is scheduled to be held on November 22nd at 7:00 AM Japan Time.Predict the opening price of Nvidia on February 22ndPlease post in the comments section below this article (e.g. I predict the opening price to be $700). Feel free to share your investment ideas! We welcome your thoughts and comments on the earnings!
【Rewards】
Made the closest financial estimatesThree usersto1000 yen worth of Amazon gift cardwill be given as a prize.
Latest Analyst Estimates
It is common for Nvidia to exceed analyst's previous financial estimates.
First, let's check Nvidia's latest analyst ratings!
Click here for the Earnings Preview:
>>> NVDA FY2024 Q4 earnings preview <<<
Click here to reserve a live broadcast of the earnings call:
>>>NVDA FY2024 Q4 earnings call (subtitle translation)<<<
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Table of Contents
Causes of SVB bankruptcy
Reasons why FRB is strong against bond price declines
What is the amortized cost method
This challenging diagram is finally in its final episode.
The reason FRB does not rush to cut interest rates due to deficits is not because it is in a pinch.
I finally feel satisfied with this study.
I hope it will be helpful for everyone's reference.
Causes of SVB bankruptcy
Reasons why FRB is strong against bond price declines
What is the amortized cost method
This challenging diagram is finally in its final episode.
The reason FRB does not rush to cut interest rates due to deficits is not because it is in a pinch.
I finally feel satisfied with this study.
I hope it will be helpful for everyone's reference.
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Table of Contents
✅Response when there is a shortage of government deposits
✅What is the debt ceiling?
✅What is the fiscal responsibility bill?
✅This time it became a hot topic in 2023
✅About the technical default of US Treasury bonds
I have organized the mechanism and current situation.
I hope it will be helpful for everyone's reference.
✅Response when there is a shortage of government deposits
✅What is the debt ceiling?
✅What is the fiscal responsibility bill?
✅This time it became a hot topic in 2023
✅About the technical default of US Treasury bonds
I have organized the mechanism and current situation.
I hope it will be helpful for everyone's reference.
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Table of Contents
✅ Interest payments on bonds held by financial institutions
✅ Interest payments arising from transactions with financial institutions
✅ Replenishment of government deposits
FRB recorded its largest deficit ever of $114.3 billion in the 2023 fiscal year
I am creating an illustration because I was concerned if that was okay
Let's explore the impact of interest rate hikes and quantitative tightening from the inside
✅ Interest payments on bonds held by financial institutions
✅ Interest payments arising from transactions with financial institutions
✅ Replenishment of government deposits
FRB recorded its largest deficit ever of $114.3 billion in the 2023 fiscal year
I am creating an illustration because I was concerned if that was okay
Let's explore the impact of interest rate hikes and quantitative tightening from the inside
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Table of Contents
✅Where does the profit go when the FRB is in surplus?
When the FRB is in the red, what happens to the dividends?
The main reasons why the FRB is currently in the red
In the 2023 financial statements, the FRB reported its largest ever deficit of 114.3 billion dollars, so I'm creating an infographic to see if that's okay.
I will explain it in multiple parts, so please look forward to it
✅Where does the profit go when the FRB is in surplus?
When the FRB is in the red, what happens to the dividends?
The main reasons why the FRB is currently in the red
In the 2023 financial statements, the FRB reported its largest ever deficit of 114.3 billion dollars, so I'm creating an infographic to see if that's okay.
I will explain it in multiple parts, so please look forward to it
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After the FOMC meeting, speculation of a rate cut in March has decreased, but earnings reports for large cap stocks continue.
The current stock market is focused on the growth of the AI field.
It will be interesting to see how much impact the AI model "Gemini" and the provision of AI models on AWS will have on the business.
We have roughly outlined the previous earnings and the strengths of Amazon.
Please use this as a pre-study before the earnings announcement.
▼Growth gears of Amazon
▼About the main business
▼Amazon is also increasing revenue through the provision of sales networks
▼What is the destiny of retail trade, "CCC"?
▼Reasons why Amazon leads the retail trade in CCC
The excellence of CCC also affects working capital.
Comparison of Amazon's AWS and Microsoft's Azure.
The current stock market is focused on the growth of the AI field.
It will be interesting to see how much impact the AI model "Gemini" and the provision of AI models on AWS will have on the business.
We have roughly outlined the previous earnings and the strengths of Amazon.
Please use this as a pre-study before the earnings announcement.
▼Growth gears of Amazon
▼About the main business
▼Amazon is also increasing revenue through the provision of sales networks
▼What is the destiny of retail trade, "CCC"?
▼Reasons why Amazon leads the retail trade in CCC
The excellence of CCC also affects working capital.
Comparison of Amazon's AWS and Microsoft's Azure.
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After the FOMC meeting, while the expectations for a rate cut in March have decreased, earnings reports for large cap continue.
While there is negative news such as iPhone regulations in China, it remains to be seen how it will affect the earnings.
The US stock market is susceptible to the influence of large-cap stocks such as Apple and Microsoft.
Even if you don't own individual stocks, make sure to keep an eye on them.
In the previous earnings report, we roughly illustrate the main business and strengths.
Please use it as a preview for tomorrow's earnings announcement.
▼ Revenue composition ratio from the previous report
About the cost and production of Product and Service
About the dispersion of production bases
Apple's strength 'CCC'
Apple's choice and focus on CCC improvement
Improved Apple's 'CCC' as a result of selection and focus
While there is negative news such as iPhone regulations in China, it remains to be seen how it will affect the earnings.
The US stock market is susceptible to the influence of large-cap stocks such as Apple and Microsoft.
Even if you don't own individual stocks, make sure to keep an eye on them.
In the previous earnings report, we roughly illustrate the main business and strengths.
Please use it as a preview for tomorrow's earnings announcement.
▼ Revenue composition ratio from the previous report
About the cost and production of Product and Service
About the dispersion of production bases
Apple's strength 'CCC'
Apple's choice and focus on CCC improvement
Improved Apple's 'CCC' as a result of selection and focus
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ポンタ・ヒデヨシ
commented on
Understanding will greatly increase by knowing each term in advance when watching Powell's post-FOMC press conference and news.
Summary of over 20 terms I illustrated over 2 years.
I hope it will be helpful for everyone's reference.
▼ Blog article
Illustrated explanation of frequent FOMC terms: Roughly explained the monetary policy announced by the Federal Reserve. Ponta Hideyoshi - Blog illustrating investments.
Summary of over 20 terms I illustrated over 2 years.
I hope it will be helpful for everyone's reference.
▼ Blog article
Illustrated explanation of frequent FOMC terms: Roughly explained the monetary policy announced by the Federal Reserve. Ponta Hideyoshi - Blog illustrating investments.
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ポンタ・ヒデヨシ
commented on
table of contents
✅ What is a primary dealer
✅ What is PDCF
✅ The difference between SRF and PDCF
Since it was permanently established in 2021/7, it is an indicator that has received little attention, but recently I've been hearing the name a lot, so I illustrated it for the FOMC for my own study.
I hope it will be helpful to everyone
✅ What is a primary dealer
✅ What is PDCF
✅ The difference between SRF and PDCF
Since it was permanently established in 2021/7, it is an indicator that has received little attention, but recently I've been hearing the name a lot, so I illustrated it for the FOMC for my own study.
I hope it will be helpful to everyone
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This time's theme
✅ Limitations of risk management
✅ Commodity swap transactions
✅ Transaction Overview
I am illustrating what kind of transactions are actually being made in the crude oil market while organizing and unraveling transaction details
I hope it will be helpful to everyone.
✅ Limitations of risk management
✅ Commodity swap transactions
✅ Transaction Overview
I am illustrating what kind of transactions are actually being made in the crude oil market while organizing and unraveling transaction details
I hope it will be helpful to everyone.
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