$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ In terms of AMD's financial results, I personally don't think it's bad. Right now, the ones selling are individual investors, especially the nervous ones, I think. Once the market opens, both AMD and SOXL will.
I expect a rebound as institutions start buying.
Since this is just a personal financial estimate, if it turns out to be wrong,
I'm sorry.
The above is personal opinion. Investing is at your own risk!

$Tokyo Metro (9023.JP)$(commonly known asTokyo Metro), on the 23rd,Listed on the Tokyo Main Market (IPO).The opening price was ¥1,630, exceeding the offering price of ¥1,200 by 35.8%.The closing price rose by 44.9% to ¥1,739, surpassing the offering price.The closing price rose by 44.9% to ¥1,739, surpassing the offering price.The closing price rose by 44.9% to ¥1,739, surpassing the offering price.After hitting the opening price shortly after 10 a.m. on the same day, the stock continued to rise, exceeding ¥1 trillion in market capitalization.After hitting the opening price shortly after 10 a.m. on the same day, the stock continued to rise, exceeding ¥1 trillion in market capitalization.Typically, domestic IPO stocks are often pressured by initial profit-taking on the first day, but there was no strong selling pressure, and there was also no significant volatility. Akino Mitsunari, President of Ichiyoshi Asset Management, told Bloomberg during an interview, "The stock is rising even after the initial price was set, making for a strong start.It seems that individual investors have gathered to buy based on stable performance and dividends, and it was evaluated as "}.
As an IPO, this is the largest deal since 2018. $SoftBank (9434.JP)$This fiscal year, companies like Kioxia Holdings (formerly Toshiba Memory) and major non-ferrous companies like JX Metals, which is currently a subsidiary,Including2018 $ENEOS Holdings (5020.JP)$One of its subsidiariesJX MetalsThere is also an expected large-scale listing, with Tokyo Metro...

$NVIDIA (NVDA.US)$
In 2022, $Alphabet-A (GOOGL.US)$ When the price of [Company Name] started to decline, I believed it would definitely rise, so I bought more shares steadily until December 2022, which helped support me with profits now and made me attached that I couldn't sell. (Feels like we've overcome tough times together as comrades) 🫡

US stocks continue to rise。Inflation is slowing、Expectations of interest rate cuts continue、There are three signatures of good performanceit's for. In particular, good performance has dispelled concerns about high valuations.
At your feet3 notable AI-related stocks, a major semiconductor company $Broadcom (AVGO.US)$, the software giant's $Adobe (ADBE.US)$with $Oracle (ORCL.US)$ButAll together is a good settlementannounced.Both stock prices surged 10% or more compared to the previous day。
OfBroadcomisThis year's AI semiconductor sales forecast was revised upward from the previous 10 billion dollars to 11 billion dollarsI did it. There is a possibility that Broadcom has emerged as a rival to NVIDIA, which is leading the way in terms of AI semiconductor sales.Good performanceWith the announcement of the split, it seems that developments that test high stock prices will continueThat's it.AdobeisThe full-year outlook was revised upwardThen, stock prices skyrocketed due to overtime trading on 6/13.It has fallen 23% year to date, and the sense of being late is still clearI can say that.It is expected that review purchases will continueIt will be done.Oraclealso showed strong demand in the AI field on 6/11, and it rose 13% the next day...

The split is being scheduled for this weekend (*) $NVIDIA (NVDA.US)$ ofJenson Huang CEOPrior to the opening of the Taipei International Computer Fair (Computex)Keynote speech on June 2ndI did it.Next day, 6/3, NVIDIA shares rose 4.9%Then,All major supplier brands were also bought。
It was a lecture that spanned about 2 hours,What did CEO Juan say。In addition to the details, check out the companies involved in the “next wave” of AI that Mr. Huang emphasizedI tried it.
*NVIDIA announced that it would split 1 share into 10 shares when financial results were announced in late May. The last day to grant rights is scheduled for 6/7 (local time, same as below), and the date of revocation of rights is scheduled for 6/10.
What CEO Juan mainly talked about
● “A new era of computing has begun”, “The next industrial revolution has begun”
“All data centers will be accelerated (by AI accelerators or AI chips) in the near future”, “with almost every interaction with the internet or computer, somewhere...

The AI boom has just begunIt looks like that.NVIDIA's financial results and the expansion of capital investment by US Big Tech are showing。If there is a long-running AI boom, who is the winnerNVIDIA is not necessarily just one company,It becomes “NVIDIA +”It is expected.
From the most recent portfolio of hedge funds,Hedge funds have already established “NVIDIA +” positionsIt turns out they are doing it.Regarding the “+” stocks of “NVIDIA +”, I checked which stocks still have room to rise in stock prices。
AI related stocks popular among hedge funds: “NVIDIA +”
$Goldman Sachs (GS.US)$ According to the aggregation and analysis ofHedge funds for the fiscal year ending 1-3 monthsOf the 7 major US tech companies, the Magnificent 7 $Alphabet-A (GOOGL.US)$ Ya $Amazon (AMZN.US)$ 、 $NVIDIA (NVDA.US)$ 、 $Microsoft (MSFT.US)$ ,...