$Super Micro Computer (SMCI.US)$ 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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$Micron Technology (MU.US)$
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...

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At MOOMOO, we have an economist and Global Strategist,Mr. Emin Yulmazas a strategist, Tomohiro Okawa,We will be holding a New Year seminar to welcome you!
Renowned economist and strategist,will analyze the future trends of the global economy and stock prices, starting with America.Introducing the guest.
Introducing the guest.
Mr. Emin Yurmas:Originally from Istanbul, Turkey, Mr. Yurmas graduated from the University of Tokyo and later founded Ladybird Capital in 24, after working at Nomura Securities. He currently serves as the representative, and is active as an international economist.
Mr. Takahiro Okawa:After joining Nomura Research Institute as a new graduate in 2005, Mr. Okawa went on to work at JP Morgan Asset Management, Credit Suisse Securities, UBS Securities, and finally established the Chikensai Oskar Group in 2016. He currently serves as CEO and Chief Strategist, forecasting the stock market, devising investment strategies, and designing funds, among other activities.
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$NVIDIA (NVDA.US)$
It's the fate of top-tier stocks. With recent important events such as the inauguration of Trump and the FOMC approaching, it's somewhat unavoidable that selling to secure profits occurs from institutional investors to individuals after reaching the peak to avoid the risk of a market crash adjustment in U.S. stocks.
There was a drop from 140 to 118 immediately after the best earnings last June, which I think was for the same reason.
There is clearly no anxiety about the future performance outlook, so consistently buying on the dips.
It would be great if it could dip to around 128, but this time, won't it rebound in a few days without dropping that much?

$NVIDIA (NVDA.US)$
Men, quietly Buy NVIDIA more 😄

In the USA, the market started in 2025, but this is a review article of 2024. The year 2024 resulted in +21%, but honestly, it is a rate that is almost the same as the Index ETF, so I personally regret.
Good Points
In the Semiconductors market of January and February, it was possible to significantly increase assets, and the start was quite good. Particularly contributing to the profits was $NVIDIA (NVDA.US)$ and $Super Micro Computer (SMCI.US)$ it is Lear.
In addition to these two stocks, in November, $Strategy (MSTR.US)$ I also invested a large amount of capital, which allowed me to make profits in a short period of time. However, November did not go well with other stocks, and did not result in much profit.
I tried carrying over earnings for various stocks, but the cleanest one was for $Carvana (CVNA.US)$ . However, the position was not that large, so the return was not that significant.
Areas to improve
We had a fantastic start in January and February, and our assets were increasing steadily until mid-March. However, we were hit by a sudden drop, and eventually March ended up almost breaking even...

$NVIDIA (NVDA.US)$Jensen Huang, the CEO of NVIDIA, will give a keynote speech at the Technology Trade Show CES 2025 held in Las Vegas starting at 11:30 AM on Tuesday, January 7th, Japan time.
Mr. Fan Next-generation semiconductor development to share the progress, AI and accelerated computing technologiesWe plan to discuss the impact. This lecture will focus on the evolution of new technology and its impact on the stock market.
This event isWill be delivered in subtitle translation format.If you wish to watch,'Reservation'button to click.
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The content of this live stream is provided for the convenience of our customers through a subtitle translation service. The subtitles are generated using Microsoft Azure and Amazon Translate. No warranties of any kind, explicit or implicit, are made regarding the accuracy, reliability, or quality of machine translation from English to Japanese. We are not responsible for any damages resulting from the translated content. Please be advised when viewing...