$NVIDIA (NVDA.US)$ 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.
We are Tech Stock Pros who are technology and investment veterans. Investing Group Tech ContrariansIt operates and provides institutional level corporate research to individual investors...

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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...