$Arm Holdings (ARM.US)$
Apple is migrating all Mac devices to ARM-based Apple silicon. Macs equipped with Apple silicon went on sale in 2020/11, and the transition was completed with the release of the Mac Pro in 2023/6. The same thing happens on Windows.

$NVIDIA (NVDA.US)$ I thought they would be held back by financial results, but investors have already learned from the previous financial results, and NB isn't doing that much ↓. The rest is TSMC's monthly schedule. Around that time, the sales gimmick for 🇮🇷 and SQthat's it. It's already been mentioned.

$Arm Holdings (ARM.US)$
I believe in growth companies and are investing in growth stocks, so currently it's still close to 15% negative, but it's a hold. Even if there is an increase or decrease, I would like to look at it on a fiscal year basis. However, speculative factors have also become stronger as a global trend, probably due to the influence of the internet in recent years, and the spread of small amounts of information has expanded, so you have to be prepared for intense waves.

Although financial results were good in July, they were hit by a double punch in stock prices and exchange rates, and ended negative for the first time since the beginning of the year
I think August will also end negatively, but I would like to look forward to an increase in the long run!
$NVIDIA (NVDA.US)$
$Arm Holdings (ARM.US)$
$Alphabet-A (GOOGL.US)$
2024
※At the end of the month
Since the beginning of the year+47.77%
Monthly results (% compared to previous month)
January 8,801,162 yen (+9.26%）
February ¥9,796,630 yen (+11.36%）
March ¥10,321,459 yen (+5.36%）
April ¥10,551,166 yen (+2.23%）
May ¥12,107,809 yen (+14.75%）
June ¥12,807,792 yen (+5.78%）
July ¥11,903,769 yen (-7.06%）

$Arm Holdings (ARM.US)$
Arm's first quarter results
・Revenue was 0.9 billion 39 million dollars, up 39% from the previous year. Due to record license revenue and royalty revenue growth.
・License and other revenue was 0.4 billion72 million dollars, up 72% year over year. The result of multiple high-value license agreements being signed, and forward-thinking companies made long-term commitments to introduce Arm-based technology into future products.
・Royalty revenue was 0.4 billion67 million dollars, up 17% from the previous year. Chips with high royalty rates are mainly driven by the rapid spread of Armv9-based chips and strong growth in high-end smartphones.
・Non-GAAP operating profit grew to 0.4 billion 48 million dollars, achieving a non-GAAP operating margin of 47.7%. Non-GAAP earnings per share were $0.40, up 67% year over year.

$NVIDIA (NVDA.US)$
I was saying ☆ Raziel ☆ with Jim Cramer.
As it is, if profits continue to be made, the variation will be less than 23 times. You shouldn't sell stocks like this, and investors will eventually come back. It's better to put up with the pain and not sell
Eventually, it will arrive in a variant where no seller appears. I mean don't sell it.
I'm slow. I'm slow. Stocks are patience fees

$NVIDIA (NVDA.US)$ People who can be gutsy are people with high experience points

$NVIDIA (NVDA.US)$
I'm glad I bought more. I think I strongly think so now and around winter
However, the premise is that there are no geopolitical risks or other troublesome matters
It's profitable even if it's sold, but the future is still bright now at NVDA ✨

$Arm Holdings (ARM.US)$IsAfter closing on 7/31 (local time)Financial results are scheduled to be announced on
●The stock price has fallen 20% from the high price, and if the financial results are good, there is a possibility that it will trigger a stock price reversal. What are the points of interest
　1)Pay attention to guidance rather than actual results to see if business performance recovery continues
　2)The main smartphone market is showing signs of recovery, and the company's loyalty revenue is positive, and if the replacement cycle is accelerated with AI smartphones, a tailwind
　3)Whether there is progress in the data center and AI PC markets, which are future growth fields
●Is the risk of stock price fluctuations immediately after financial results are announced, are earnings forecasts important in the medium to long term, and AI market trends in the short term
1) Pay attention to guidance rather than actual results as to whether business performance recovery continues
First of all, in the current financial results, attention is being paid to whether the 1Q results show a recovery in performance according to advance guidance from the company side and market predictions. Since Arm went public in 2023/9, sales and adjusted EPS (earnings per share) have exceeded market expectations for 3 consecutive quarters. Next, pay attention to guidance. Stock prices are more contrary to expectations for future results than in the past...