$NVIDIA (NVDA.US)$
This time, it was thought to be good results based on future outlook, but to see a decline from this, what are the expectations? Haha.
Is this the high wall only the top global companies competing for the number one and two spots can face…?
I was also considering taking profits, but with the decline, it's only an option to hold on‼️
There is still a long way to go...💪

$NVIDIA (NVDA.US)$
In a crowd participation market, the majority sells because the prices are not rising, they sell when unrealized losses are resolved, and they sell as soon as there's a slight increase, so,
they tend to think, "Let's wait until after the earnings report, and if it doesn't go up, we should sell." This leads to the situation where,
especially in cases like this where the stock price rebounds before the earnings report, it seems to be more prone to selling.
Conversely, if the price is dropping before the earnings report,
The earnings report was good, so despite the unrealized losses, it seems there is a reluctance to sell.
The dynamics of supply and demand in a market driven by public participation.
I think this dynamics works particularly strongly when prices are near consensus.

$NVIDIA (NVDA.US)$ Please spare me from waking up to a ridiculously negative situation. Good night⭐

$NVIDIA (NVDA.US)$
"The case of DeepSeek is an excellent evidence of AI progress and can be considered a perfect example of test time scaling. DeepSeek demonstrates the creation of new models using widely available models, computing that fully complies with export regulations, and the technique of test time scaling. A considerable number of NVIDIA GPUs and high-performance networks are required for test time scaling inferences. We currently have three scaling laws: traditional pre-training scaling, post-training scaling, and newly added test time scaling."

The world's largest semiconductor contract manufacturer. $Taiwan Semiconductor (TSM.US)$is scheduled to announce the earnings for the fourth quarter of fiscal year 2024 on January 16.
According to MOOMOO, TSMC's 4th quarter of fiscal year 2024revenue is expected to increase by 36.63% year-over-year to 854.666 billion Taiwan dollars.、EPS is expected to increase by 65.04% year-over-year to 73.03 Taiwanese dollars, according to MOOMOO.。
What are the key points to focus on in the 4Q earnings call?
TSMC reported a revenue of approximately 868.46 billion Taiwanese dollars for the fourth quarter of 2024, representing a year-on-year increase of about 39% (based on monthly disclosures of 314.24 billion Taiwanese dollars in October, 276.06 billion Taiwanese dollars in November, and 278.16 billion Taiwanese dollars in December), surpassing the market consensus of 854.666 billion Taiwanese dollars.
Analysts have pointed out four key points to focus on in the 4Q earnings call.
①Progress and revenue of CoWoS's advanced encapsulation capabilitiesTSMC will become a factor to estimate the strength of AI chip demand in the next 12-18 months.
②Progress on production capacity expansion at the wafer fab in Arizona, USA。
③Weak demand for mature process nodes of 7nm and above...

$Taiwan Semiconductor (TSM.US)$
Looking forward to the earnings reports tomorrow. I hope the numbers are good and the stock price will go up accordingly.

$Taiwan Semiconductor (TSM.US)$
Here, there seems to be an explosive upward trend... 🌠
Because the unit price was high, it was decreasing in premarket, so I tried to buy about 5 shares 🙄

$NVIDIA (NVDA.US)$
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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