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Industries that are doing better than tech stocks
Ninety percent of the S&P 500 index constituent stocks have finished announcing financial results.Earnings improvement rate and stock price gain/fall rate after financial results were announcedWhen I checked,Industries that are doing better than tech stockshas surfaced.
SpecificallyNet profit surprise(rate of increase compared to market expectations) andStock price gain/fall rate for 5 days after financial results were announcedIf you look at the matrix,Plus area (top right of the graph)The one that got intoPublic welfare、financial、Real estate、industry、energy、technologyThere were 6 industries. Of these, the ratio of each of the 5 industries other than technology surpassed technology. This is because in addition to the fact that the performance of most tech stocks was within the range of market expectations, stock prices were weak due to poor performance of some tech stocks.
Top 3 industries with stock price gain/fall rates in the second half of the year
If you check the top 3 industries by stock price gain/fall rate for 5 days after financial results were announced in the graph above,Public welfare、Real estate、financialIt was. These 3 industries are also in the top 3 in terms of gain/fall rates for the second half of the year so far (8/19) (right side of the graph below).
Compared to the first half of the year (left side of the graph above),First halfIstechnologywithcommunicativeis overwhelmingly puff...
Ninety percent of the S&P 500 index constituent stocks have finished announcing financial results.Earnings improvement rate and stock price gain/fall rate after financial results were announcedWhen I checked,Industries that are doing better than tech stockshas surfaced.
SpecificallyNet profit surprise(rate of increase compared to market expectations) andStock price gain/fall rate for 5 days after financial results were announcedIf you look at the matrix,Plus area (top right of the graph)The one that got intoPublic welfare、financial、Real estate、industry、energy、technologyThere were 6 industries. Of these, the ratio of each of the 5 industries other than technology surpassed technology. This is because in addition to the fact that the performance of most tech stocks was within the range of market expectations, stock prices were weak due to poor performance of some tech stocks.
Top 3 industries with stock price gain/fall rates in the second half of the year
If you check the top 3 industries by stock price gain/fall rate for 5 days after financial results were announced in the graph above,Public welfare、Real estate、financialIt was. These 3 industries are also in the top 3 in terms of gain/fall rates for the second half of the year so far (8/19) (right side of the graph below).
Compared to the first half of the year (left side of the graph above),First halfIstechnologywithcommunicativeis overwhelmingly puff...
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$NVIDIA (NVDA.US)$
The American market, where such large stocks can fluctuate by 20 percent in a single day, is thrilling and exciting. I love Nvidia's business model and fan CEO, and I have bet most of the money I saved during my salaryman life. I have Mitsubishi Corporation and Mitsubishi UFJ Financial Group in Japan, but they are too plain and lack excitement. I pray for prosperity with all the comrades who happened to read this bulletin board.
The American market, where such large stocks can fluctuate by 20 percent in a single day, is thrilling and exciting. I love Nvidia's business model and fan CEO, and I have bet most of the money I saved during my salaryman life. I have Mitsubishi Corporation and Mitsubishi UFJ Financial Group in Japan, but they are too plain and lack excitement. I pray for prosperity with all the comrades who happened to read this bulletin board.
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MSFT 👍 is good, it goes up slowly.
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1. Nvidia's total revenue for the April first quarter is expected to be $24 billion, while datacenter (DC) revenue is expected to be $21 billion.
2. Citi expects total revenue to be around $26 billion and DC revenue to be around $23 billion.
3. For the July period, Citi expects revenue to be $27.5 billion, compared to market estimates of $26.5 billion and buyer estimates of about $28 billion.
4. Citi expects sales to increase slightly compared to the previous quarter, before the increase in GB200 sales in the first half of 2025, with increasing sales volume, shortened H100 lead times, and normalized gross profit margins.
$NVIDIA (NVDA.US)$
2. Citi expects total revenue to be around $26 billion and DC revenue to be around $23 billion.
3. For the July period, Citi expects revenue to be $27.5 billion, compared to market estimates of $26.5 billion and buyer estimates of about $28 billion.
4. Citi expects sales to increase slightly compared to the previous quarter, before the increase in GB200 sales in the first half of 2025, with increasing sales volume, shortened H100 lead times, and normalized gross profit margins.
$NVIDIA (NVDA.US)$
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$NVIDIA (NVDA.US)$Stock splits were carried out several times in the early 2000s, but most recently, 1 share was split into 4 shares in 2021/7.
Of course, since the split just 3 years ago, the stock price has risen 5 times, and the stock price has reached 947.8 dollars at the time of writing this article, so it is not an exaggeration to think that there is a possibility that the company will choose a stock split again.
NVIDIA predicted the AI revolution much faster than other competitors in the same industry and built a long lead spanning several years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia graphics processors for data processing, and realizes AI. ChatGPT will be introduced in the latter half of 2022, and that foresight seems like a genius blow. Being 17 years ahead of competitors, AI developers have built most of their applications with CUDA, making it difficult for competitors to advance.
Last October, management changed the speed of announcing new chip architectures from once every 2 years to 1 year...
Of course, since the split just 3 years ago, the stock price has risen 5 times, and the stock price has reached 947.8 dollars at the time of writing this article, so it is not an exaggeration to think that there is a possibility that the company will choose a stock split again.
NVIDIA predicted the AI revolution much faster than other competitors in the same industry and built a long lead spanning several years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia graphics processors for data processing, and realizes AI. ChatGPT will be introduced in the latter half of 2022, and that foresight seems like a genius blow. Being 17 years ahead of competitors, AI developers have built most of their applications with CUDA, making it difficult for competitors to advance.
Last October, management changed the speed of announcing new chip architectures from once every 2 years to 1 year...
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$NVIDIA (NVDA.US)$
Good financial results are certain, and this fiscal year and next fiscal year are safe
I think it'll definitely go up to $1000
Good financial results are certain, and this fiscal year and next fiscal year are safe
I think it'll definitely go up to $1000
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