$NVIDIA (NVDA.US)$
We anticipate that business performance will be strong in the fourth quarter of fiscal year 25 due to an increase in Blackwell's production, and we will raise NVIDIA Corporation's investment decision to buy.
We think the risks of Wall Street's AI darling are now fully understood. In other words, stock prices are no longer a fantasy story, and reality has been factored in so far.
Early overheating issues and increased competition from in-house ASICs are expected to become a reality, but we don't expect these to affect the current quarter.
In our opinion, investors should take action now because Nvidia is expected to take advantage of the surge in demand for Blackwell GPUs to surpass guidance in Q4 2025.
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$NVIDIA (NVDA.US)$ 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