$Tesla (TSLA.US)$ The stock price dropped by about 9% in post-event trading, showing the largest decline among S&P 500 index ETF. Many analysts are analyzing this decline, and it is believed that the reason is that the event's content was not seen as immediately profitable. In particular, the absence of the low-priced 'Model 2' announcement was one of the factors that disappointed investors' expectations.
However, many analysts believe that Tesla continues to lead the market and see the recent stock price decline as an opportunity.
Additionally, whether Tesla's robotaxi business can achieve full self-driving capability depends on the technological advancements and regulatory trends in the coming years. Investors need to focus on the long-term growth potential without being swayed by short-term market reactions.
We are optimistic about the possibility of the stock price rebounding to its highest level in the next year. With the announcement of new models and successful updates to FSD, investor expectations will rise, leading to an increase in stock prices.

In the earnings announcements of major semiconductor-related stocks released from July to early AugustGrowth in AI-related businesses has been prominent, raising expectations for a V-shaped recovery in performance.Although the Tokyo stock market experienced a major crash in early August, there has also been observed buying opportunities for related stocks.On August 29th at 5:20 AM Japan time, the earnings report of the US semiconductor giant $NVIDIA (NVDA.US)$will have an impact not only on domestic related stocks but also on the Nikkei Stock Average itself.It is expected that the earnings report will affect not only domestic related stocks but also the Nikkei Stock Average itself.These are the main semiconductor-related stocks with a high weight (composition ratio) in the Nikkei Stock Average.I checked the key points of the settlement and the current stock price, as well as the analysts' views. (Note: Only Laser Tech announced the 4th quarter and full-year results for the fiscal year ending June 2024, others announced the 1st quarter results for the fiscal year ending March 2025)
Early upward revision in the 1st quarter
Generating good performance for AI and others, already at the 1st quarter stage $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$Three companies have upward revisions...

Unstable transactions continued $NVIDIA (NVDA.US)$ The stock price fell 1.7% on Thursday.
NVIDIA's stock price began with a 7% drop, but it began to rise 2.1% in response to economic indicators that exceeded expectations. Amid geopolitical risks and valuation concerns, investors are moving away from mega-tech stocks such as Alphabet and Tesla, which are leader companies in artificial intelligence (AI), and recent financial reports of Alphabet and Tesla are also spurring selling pressure.
NVIDIA's stock price is currently falling in 4 of the 5 most recent daily trading sessions. The company's stock price is currently down about 17% from its peak on 6/18. Is now the time to buy high-profile AI stocks?
Can investors still win with NVIDIA shares
NVIDIA is a stock that affects the overall performance of the stock market, and is the most influential company. The company's graphics processing units (GPUs) and other accelerated computing technologies have become the main platforms for enhancing advanced AI applications.
Data center computing...

Mr. Donald Trump, the Republican candidate for President, will give a speech at the Republican National Convention at 7:30 AM Japan time on July 19.
In his first solo interview since the shooting incident, Mr. Trumpbringing the country together.It is said that it will be a completely different speech from the initial speech criticizing Biden's policies, stating that it is a great opportunity.We will inform you of the details during the live broadcast, so please look forward to it!
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$Donald Trump (LIST22962.US)$