$NVIDIA (NVDA.US)$ Announced earnings on November 20. Concerns about delays have emerged.Next-generation AI semiconductor BlackwellRegarding,Jensen Huang, CEOis in full production.It is assumed that, and the November-January quarterplans to ship more than the previous estimatesas stated.2025年on a quarterly basisan increase in shipmentsindicating expectations to exceed current product Hopper for both Hopper and Blackwelldemand for both is exceptionally strong.Good news for suppliers of Nvidia.This can be said.
At the earnings callJensen Huang, CEOBlackwell is expected to achieve shipments of tens of billions this quarter, which is a great achievement for the company.Great partner.Indicated that it was thanks to Mass production of the Blackwell systemTo achieve this,it is necessary to significantly expand the supply chain of components on a large scaleand introduced major suppliers. This time,nvidia's 「Great partner.」からTaking into account the performance outlookand,Top 5 "hidden gems" of NVIDIAPick up...

$NVIDIA (NVDA.US)$
The aftermarket is currently in the aftermarket, but yesterday's adjustments in tech stocks in general are paving the way for an increase after Powell's remarks (favorable remarks about interest rate cuts), no matter who sees it. The US market is easy to understand and good. Also, on next week's financial results day, NVIDIA will continue to rise in stock prices toward unknown territory.

$Arm Holdings (ARM.US)$
Etina announces ARM platform equipped with ai chip accelerator, ushering in a new era of AI on ARM!
Etina announces ARM platform equipped with ai chip accelerator, ushering in a new era of AI on ARM - PR Newswire APAC

$Arm Holdings (ARM.US)$
Recently, we've been at a standstill waiting for payments between Jackson Hole and NVDA. If you look at it from a medium- to long-term perspective, it's a small place to shop (wait for time) whether it's lowered or raised.
When it comes to recent IPO stocks, it's the company in the world that they would most like to acquire (Sun Sun is amazing).
Continue to select individual investment destinations here.

$Arm Holdings (ARM.US)$
Apple is transitioning all Mac devices to ARM-based Apple Silicon. Apple Silicon-equipped Macs were released in November 2020, and the transition was completed with the release of Mac Pro in June 2023. The same thing is happening with Windows.

$NVIDIA (NVDA.US)$ I thought I would be hindered by the financial results, but investors have already learned from the previous financial statements, so NVIDIA hasn't declined that much. Next is TSMC's monthly report. Just around that time, selling pressure from 🇮🇷 and SQ.It has been mentioned before.