$NVIDIA (NVDA.US)$
$Taiwan Semiconductor (TSM.US)$
South korea's President Yoon declares martial law.
Risk off considering potential impact and damage to Taiwan?

$NVIDIA (NVDA.US)$
Some people were saying that the semiconductor bubble burst even after the previous earnings, but how did they look when the prices hit new highs afterwards?

$NVIDIA (NVDA.US)$
Please sell all those who are quick to leak now. Let the remaining people witness the highest price update.

$NVIDIA (NVDA.US)$
Those who let go here had already let go before they became too far away. So it's better to cut them off all at once now so that they won't be a burden in the future. 👍

$USD/JPY (USDJPY.FX)$
Which way do you think it will go in the end?
Please let me know your financial estimates. 🙇‍♂️

$NVIDIA (NVDA.US)$ The financial results exceeded expectations, and I think it was a satisfactory result with the availability of Blackwell's shipping in Q4 and share buybacks. There are no major surprises, but I don't have any complaints about the financial results. Selling here shows a lack of grip strength.

$USD/JPY (USDJPY.FX)$
where are you?

Nvidia's ai chip GPU is equipped with a special type of memory known as high-bandwidth memory (HBM) to accelerate AI workloads. $Micron Technology (MU.US)$ ), is one of the companies supplying this chip to graphics card specialists. Micron's management mentioned in the June earnings call that the company expects to generate 'hundreds of millions of dollars' in HBM revenue in the 2024 fiscal year ending this month, and then 'generate several billion dollars of HBM revenue in the 2025 fiscal year'.
It is noteworthy that Micron has sold out the HBM capacity for 2024 and 2025. However, the company is expanding its customer base and aiming to gain a larger share in this market by developing HBM chips that provide higher electrical utilities and efficiency.
This significant growth in the HBM market...