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Translated
Is it time to Buy related to Cryptocurrency⁉
Mar 28 20:00
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$NVIDIA (NVDA.US)$ It is scheduled to hold the Earnings Call for the fourth quarter of the fiscal year 2025 on February 27, 2025 (Thursday) at 7:00 AM Japan time.
On January 27, NVIDIA's stock price fell by 17%, reducing the company's Market Cap by approximately 600 billion dollars. However, just three weeks later, the stock price sharply recovered, supported by strong demand in the AI Semiconductors market.
Currently, it has almost recovered from the losses due to the sharp decline of the DeepSeek shock.
This Earnings Report will be a material that could further boost the stock price.Will it be?The focus will be on how the latest Blackwell architecture chips will reflect in the company's performance.
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On January 27, NVIDIA's stock price fell by 17%, reducing the company's Market Cap by approximately 600 billion dollars. However, just three weeks later, the stock price sharply recovered, supported by strong demand in the AI Semiconductors market.
Currently, it has almost recovered from the losses due to the sharp decline of the DeepSeek shock.
This Earnings Report will be a material that could further boost the stock price.Will it be?The focus will be on how the latest Blackwell architecture chips will reflect in the company's performance.
Don't miss this live!
This presentation will bewill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
◆Notes
The content of this live event is provided for the convenience of customers through a subtitle translation service. The subtitles are powered by Microsoft Azure and Amazon Translation...
Translated
NVIDIA Fiscal Year 2025 Q4 Earnings Call (with Japanese subtitles)
Feb 27 06:00
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* This live event is hosted by MOOMOO Securities. You can ask questions directly to Mr. Kazemaru using the chat feature. Mr. Kazemaru will address the questions being answered. Please note that there is a limit on the time available for responses, so not all questions may be answered. Thank you for your understanding.
* Due to issues with devices such as computers and communications environment, audio or video streaming may temporarily stop or be delayed.
* To ensure a smooth progress of the live event, please refrain from repeatedly posting inappropriate comments and stamps (which is called stamp explosion).
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* For customers viewing the live broadcast on a Smart Phone, turning the Smart Phone sideways and tapping the screen will hide the stamps.
* This live event is hosted by MOOMOO Securities. You can ask questions directly to Mr. Kazemaru using the chat feature. Mr. Kazemaru will address the questions being answered. Please note that there is a limit on the time available for responses, so not all questions may be answered. Thank you for your understanding.
Translated
【口座開設者限定】DeepSeekは想定内？AI知能爆発！！
Feb 25 20:00
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$Super Micro Computer (SMCI.US)$ It was surprising because it suddenly skyrocketed.![]()
Meta is adopting this technology in their Datacenter.![]()
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$Super Micro Computer (SMCI.US)$ is scheduled to hold the Earnings Call for the second quarter of the 2025 fiscal year on Wednesday, February 12, 2025, at 7:00 AM Japan time. This presentation will bewill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
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The content of this live stream is provided through subtitle translation services for your convenience. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translations from English to Japanese is made, explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please keep this in mind while watching.
◆Notes
The content of this live stream is provided through subtitle translation services for your convenience. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translations from English to Japanese is made, explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please keep this in mind while watching.
Translated
Super Micro Computer Inc 2025 Q2 Earnings Call (with Japanese subtitles)
Feb 12 06:00
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Is it going to fluctuate significantly this time?!
Feb 7 21:00
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$Micron Technology (MU.US)$
Micron Technology (NASDAQ: MU) drew attention on Friday when City once again expressed its purchase evaluation for memory manufacturers and a target price of $150, citing several conflicting CES data points.
Micron's stock fell 2.3% at the start of trading.
“Demand for personal computers seems to be slightly sluggish, but demand for mobile phones seems to be 'reasonable',” Citi analyst Christopher Danelly wrote in a memo to customers.
“However, while stocks of [dynamic random access memory] in the PC food chain have declined and are close to optimal levels, they are still at a high level in the mobile phone food chain. We continue to believe, based on evidence, that DRAM stocks will normalize by spring, and we expect DRAM price declines to stop in the second quarter of 2025.”
Digging further, Danely said that despite DRAM inventory being “close to optimal levels,” memory from the PC market...
Micron Technology (NASDAQ: MU) drew attention on Friday when City once again expressed its purchase evaluation for memory manufacturers and a target price of $150, citing several conflicting CES data points.
Micron's stock fell 2.3% at the start of trading.
“Demand for personal computers seems to be slightly sluggish, but demand for mobile phones seems to be 'reasonable',” Citi analyst Christopher Danelly wrote in a memo to customers.
“However, while stocks of [dynamic random access memory] in the PC food chain have declined and are close to optimal levels, they are still at a high level in the mobile phone food chain. We continue to believe, based on evidence, that DRAM stocks will normalize by spring, and we expect DRAM price declines to stop in the second quarter of 2025.”
Digging further, Danely said that despite DRAM inventory being “close to optimal levels,” memory from the PC market...
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