やきにくまん太郎
liked
$Heartseed (219A.JP)$
After the closing bell, following the announcement that the deficit narrowed due to the earnings revision, the night session saw a significant increase.
After the closing bell, following the announcement that the deficit narrowed due to the earnings revision, the night session saw a significant increase.
Translated
4
やきにくまん太郎
liked
$NVIDIA (NVDA.US)$
I bought some more (´・ω・)
I bought some more (´・ω・)
Translated
12
やきにくまん太郎
voted
$NVIDIA (NVDA.US)$
If you're here, say you're here; if you're not, say you're not (・Д・)ノシ☆
If you're here, say you're here; if you're not, say you're not (・Д・)ノシ☆
Translated
19
やきにくまん太郎
liked
$Cuorips (4894.JP)$
Charging towards 15,000 yen. I would be happy if it drops a little more and becomes easier to buy. Looking forward to the announcement of myocardial sheets!
Charging towards 15,000 yen. I would be happy if it drops a little more and becomes easier to buy. Looking forward to the announcement of myocardial sheets!
Translated
9
やきにくまん太郎
liked
It is a financial estimate, but from 9/22, Prince Holdings will have an event with Cell Seed products, so
I think something will come out after that.
I am using Cell Seed products.
I think something will come out after that.
I am using Cell Seed products.
Translated
18
1
やきにくまん太郎
liked
$Cuorips (4894.JP)$ Finally, approaching 0.01 million yen😅 amazing.
Translated
4
やきにくまん太郎
liked
$Cuorips (4894.JP)$ If there are no materials, will tomorrow update the high price and then fall again? It's already the second half of September, so what do you think? I want to see a different view!
Translated
11
2
やきにくまん太郎
liked
$Cuorips (4894.JP)$ Do you think this area is cheap or expensive?
To me, as a poor person, it's expensive, but I think it will become even more expensive _(┐「ε:)_
At that time, you'll probably say it was cheap in hindsight ٩( 'ω' )و
To me, as a poor person, it's expensive, but I think it will become even more expensive _(┐「ε:)_
At that time, you'll probably say it was cheap in hindsight ٩( 'ω' )و
Translated
8
やきにくまん太郎
liked
It is clear that if the material comes out, it will easily exceed 10,000 and aim for the next 15,000! You don't have to do a jumping catch, but I recommend buying at a high price and not cutting losses and leaving it as it is.
Translated
7
やきにくまん太郎
liked
$NVIDIA (NVDA.US)$
August 28th was the most exciting earnings day of the season. I own shares of both Nvidia (NVDA) and Crowdstrike (CRWD). NVDA is once again the decisive battle at Sekigahara. CRWD is reporting for the first time after a system failure. As a result, both stock prices dropped after the market closed. Why? Is it a sell-off? Or a buying opportunity? I'll share my personal judgment and bias. Let's go!
<My Thoughts on NVDA's Earnings>
- Guidance for the next fiscal year
This is a summary of the forecast I made during my "never lose study group" that I posted the other day, with today's results added.
As you can see from this, the actual results were higher than the consensus and my forecast. But the stocks went down. Why?
In my post the other day, I said the following:
I've been an analyst for a long time, so I can imagine the scene of NVDA's CFO and company executives discussing the guidance numbers right before the earnings announcement.
When I made the guidance forecast at the study meeting on August 18th, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also forecasted $32 billion...
August 28th was the most exciting earnings day of the season. I own shares of both Nvidia (NVDA) and Crowdstrike (CRWD). NVDA is once again the decisive battle at Sekigahara. CRWD is reporting for the first time after a system failure. As a result, both stock prices dropped after the market closed. Why? Is it a sell-off? Or a buying opportunity? I'll share my personal judgment and bias. Let's go!
<My Thoughts on NVDA's Earnings>
- Guidance for the next fiscal year
This is a summary of the forecast I made during my "never lose study group" that I posted the other day, with today's results added.
As you can see from this, the actual results were higher than the consensus and my forecast. But the stocks went down. Why?
In my post the other day, I said the following:
I've been an analyst for a long time, so I can imagine the scene of NVDA's CFO and company executives discussing the guidance numbers right before the earnings announcement.
When I made the guidance forecast at the study meeting on August 18th, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also forecasted $32 billion...
Translated
64
6
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)