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$XTI Aerospace (XTIA.US)$
Joby is up 10%, Aero-kun.
Joby is up 10%, Aero-kun.
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$Symbotic (SYM.US)$ The News of individual stocks has been well received and surged, but I would be happy if it could maintain this skyrocketing trend, including Short Sell involvement~ Surprised.![]()
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$Quantum-Si (QSI.US)$
I bought in at $5.1 on Friday and now it's dropping even at night, so I'm nervous.
I bought in at $5.1 on Friday and now it's dropping even at night, so I'm nervous.
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エヌビディア「1強」の時代は終焉に向かっているのか？ここ2日間の米国株市場では、そのような疑問が上がっている。
きっかけは、AI semiconductor No.2の $Broadcom (AVGO.US)$ After announcing strong earnings on December 12 (Friday), a sharp rise of 38.4%
while
Share No.1
の $NVIDIA (NVDA.US)$ isdropped by 3.9%.I started with the lower body.BroadcomisA strong performance of custom AI semiconductorssupported the future AI revenue for the next 3 yearsshowing a bullish outlookresulting in an increase in buying activity.
Will Broadcom's leap threaten NVIDIA's dominance? To explore that,the structure of competition in AI semiconductors,must first be examined, along with the key customers of NVIDIA and Broadcom,、AI semiconductor revenue and performance outlook,、stock price valuationInspect everything, etc.
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Mixed results for AI semiconductor stocks at present
AI semiconductor stocks are performing well at the moment, but the landscape has changed from before. That is,Leading roleNext,Not the champion NVIDIA、Broadcom's competitoris.
Broadcom, in its earnings report on December 12th,カスタム...
きっかけは、AI semiconductor No.2の $Broadcom (AVGO.US)$ After announcing strong earnings on December 12 (Friday), a sharp rise of 38.4%
while
Share No.1
の $NVIDIA (NVDA.US)$ isdropped by 3.9%.I started with the lower body.BroadcomisA strong performance of custom AI semiconductorssupported the future AI revenue for the next 3 yearsshowing a bullish outlookresulting in an increase in buying activity.
Will Broadcom's leap threaten NVIDIA's dominance? To explore that,the structure of competition in AI semiconductors,must first be examined, along with the key customers of NVIDIA and Broadcom,、AI semiconductor revenue and performance outlook,、stock price valuationInspect everything, etc.
AI semiconductor stocks are performing well at the moment, but the landscape has changed from before. That is,Leading roleNext,Not the champion NVIDIA、Broadcom's competitoris.
Broadcom, in its earnings report on December 12th,カスタム...
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When the Nikkei average dropped by about 4,000 yen on August 4, I sold about 80% of my shares. It was a considerable loss, as most of my investments were in semiconductor companies and I had no information on other companies. I thought there would be a rebound from the decline, and considered buying shares, but could not find any investment opportunities. The answer I came up with was to follow Mr. Masayoshi Son. Although I haven't bought SoftBank for the past 10 years, I narrowed down my investments to SoftBank Group. I didn't know much about the company's operations, nor did I know that they owned 88% of ARM's shares.
I had been making a profit during the semiconductor company's surge from January to April, so even during the decline in August, I still had some room. Now, looking at this news, I deeply feel that it was the right decision.
Recently, ARM's stock price had been moving a bit differently, and I didn't understand the reason behind it. I am now convinced.![]()
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I had been making a profit during the semiconductor company's surge from January to April, so even during the decline in August, I still had some room. Now, looking at this news, I deeply feel that it was the right decision.
Recently, ARM's stock price had been moving a bit differently, and I didn't understand the reason behind it. I am now convinced.
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$Super Micro Computer (SMCI.US)$
I think it was a good timing to form a cup with a handle here. Now heading to close the lower window. Go for it, SMCI.![]()
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I think it was a good timing to form a cup with a handle here. Now heading to close the lower window. Go for it, SMCI.
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$NVIDIA (NVDA.US)$ $Palantir (PLTR.US)$ $Affirm Holdings (AFRM.US)$ $On Holding (ONON.US)$ $Rigetti Computing (RGTI.US)$
Hello everyone. I am posting while simmering gizzards.
This is the unrealized profit and loss posted on November 7th. ... It has been approximately two weeks since then.
It has increased by approximately 0.5 million yen, but whether this is considered a lot or a little depends on individual perspectives. Personally, I think I missed the wave and it was quite an opportunity loss. Just that!
That's just wishful thinking, right?
Bitcoin and the software sector have indeed skyrocketed. But, they should definitely come back! My beloved Nubi-chan! I believe in you!
I also believe that there are many people who share the same feelings...
Hello everyone. I am posting while simmering gizzards.
This is the unrealized profit and loss posted on November 7th. ... It has been approximately two weeks since then.
It has increased by approximately 0.5 million yen, but whether this is considered a lot or a little depends on individual perspectives. Personally, I think I missed the wave and it was quite an opportunity loss. Just that!
That's just wishful thinking, right?
Bitcoin and the software sector have indeed skyrocketed. But, they should definitely come back! My beloved Nubi-chan! I believe in you!
I also believe that there are many people who share the same feelings...
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$MicroStrategy (MSTR.US)$
It is rising to 447↑ during the night, and it seems likely to go to 460~470 at the day session closing. Truly the momentum of a rising dragon. Quite reassuring.
It is rising to 447↑ during the night, and it seems likely to go to 460~470 at the day session closing. Truly the momentum of a rising dragon. Quite reassuring.
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$NVIDIA (NVDA.US)$
It went up yesterday, didn't it?
Due to the mental stress from the fluctuations earlier, I reduced my shareholding to 1/4, but I am thinking of increasing it a little more.
Oops! I don't know where to get on. Maybe I should get on here... No, wait a bit... I don't understand the exchange rate!
It went up yesterday, didn't it?
Due to the mental stress from the fluctuations earlier, I reduced my shareholding to 1/4, but I am thinking of increasing it a little more.
Oops! I don't know where to get on. Maybe I should get on here... No, wait a bit... I don't understand the exchange rate!
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$NVIDIA (NVDA.US)$
The dialogues between Israel and the United States have been canceled by the Israel side (forced by Netanyahu).
Therefore, there may be a possibility of a significant surge in the fear index today.
The dialogues between Israel and the United States have been canceled by the Israel side (forced by Netanyahu).
Therefore, there may be a possibility of a significant surge in the fear index today.
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