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$NVIDIA (NVDA.US)$
There are a lot of liars with 'downward financial estimates'.
There are a lot of liars with 'downward financial estimates'.
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$Mitsubishi Heavy Industries (7011.JP)$ The Ministry of Defense will launch a lot of satellites 🚀🚀🚀. The satellite constellation and satellite launches alone have a budget of 323.2 billion yen! It will serve as the eyes of counterattack capabilities. It coordinates multiple satellites in a lower orbit than Starlink with minimal delay. This is the appearance, but I imagine myself as a strategic satellite instead of a retaliatory one.
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Claiming to be righteous and fighting back when attacked is endless.
I am foolish, but I understand that much.
I am foolish, but I understand that much.
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$NVIDIA (NVDA.US)$ $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$
I still didn't get forgiven for the delay of Blackwell.![]()
The delay of Blackwell is fatal as rumors of GPT-5 begin to circulate.
In the midst of concerns about the development cost of AI, it's impossible to force a bulk purchase of outdated H100. If you buy 5 H100 units or wait a little longer and buy one Blackwell unit, you can save money to buy a Blackwell unit.![]()
I still didn't get forgiven for the delay of Blackwell.
The delay of Blackwell is fatal as rumors of GPT-5 begin to circulate.
In the midst of concerns about the development cost of AI, it's impossible to force a bulk purchase of outdated H100. If you buy 5 H100 units or wait a little longer and buy one Blackwell unit, you can save money to buy a Blackwell unit.
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Thanks to an impressive last sprint, the stock market successfully navigated the often negative August. The focus of the first week of September will be on the US labor market data, which will be announced on Friday.
September 2, 2024 - Frankfurt (Börse Frankfurt)
No one would have expected it a few weeks ago. The stock market came under significant pressure at the beginning of August, but the DAX still reached an all-time high at the end of last month. This all-time high stands at approximately 18,971 points until further notice. Therefore, the difference between the low and high in August was almost 2,000 points. On Monday morning, the German stock index rose from Friday's closing of 18,906 points to 18,915 points (weekly result: +1.5%). The major US stock indices S&P 500 and Nasdaq 100 turned positive in the final two hours of trading on Friday, providing generally positive guidance for the beginning of the week. However, the results of the state elections in Saxony and Thuringia are seen as potential negative factors.
Goldilocks scenario and seasonality
Helaba analysts, in a recent stock analysis...
September 2, 2024 - Frankfurt (Börse Frankfurt)
No one would have expected it a few weeks ago. The stock market came under significant pressure at the beginning of August, but the DAX still reached an all-time high at the end of last month. This all-time high stands at approximately 18,971 points until further notice. Therefore, the difference between the low and high in August was almost 2,000 points. On Monday morning, the German stock index rose from Friday's closing of 18,906 points to 18,915 points (weekly result: +1.5%). The major US stock indices S&P 500 and Nasdaq 100 turned positive in the final two hours of trading on Friday, providing generally positive guidance for the beginning of the week. However, the results of the state elections in Saxony and Thuringia are seen as potential negative factors.
Goldilocks scenario and seasonality
Helaba analysts, in a recent stock analysis...
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Angle: Magnificent Seven, mixed results in market capitalization movement in August.
September 3, 2024, 9:20 AM GMT+9 (excerpt).
The super large 7 stocks of the U.S. stock market (Magnificent Seven) had mixed results in market capitalization movement in August.
Alphabet (Google's parent company), Amazon.com, Tesla, and Nvidia all saw a decrease in market capitalization, while Meta saw an increase in corporate value.
The Alphabet market capitalization decreased by 4.7%. Concerns about the sluggishness of advertising sales for YouTube, its subsidiary video posting service, and the company's profitability have increased, as well as the impact of Google's antitrust law violation judgment by a U.S. court and the emergence of new competitors with the development of OpenAI's prototype of a prosecution engine equipped with artificial intelligence (AI).
September 3, 2024, 9:20 AM GMT+9 (excerpt).
The super large 7 stocks of the U.S. stock market (Magnificent Seven) had mixed results in market capitalization movement in August.
Alphabet (Google's parent company), Amazon.com, Tesla, and Nvidia all saw a decrease in market capitalization, while Meta saw an increase in corporate value.
The Alphabet market capitalization decreased by 4.7%. Concerns about the sluggishness of advertising sales for YouTube, its subsidiary video posting service, and the company's profitability have increased, as well as the impact of Google's antitrust law violation judgment by a U.S. court and the emergence of new competitors with the development of OpenAI's prototype of a prosecution engine equipped with artificial intelligence (AI).
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The Tokyo stock exchange rate was hit by a sharp drop on the 2nd. The Nikkei Stock Average compared to the previous day5.81% lowerWhat is TOPIX6.14% lowerIt was a drastic decline, and from the market”It's almost a disaster (disaster/ disaster)There was also a voice saying”. While the exchange rate turned to a strong yen trend, the US economic indicators announced the day before showed concerns about the economic outlook,Accelerate the withdrawal of funds from tech stocksI made it. The decline in the Nikkei Average on a closing price basis was 2,216 yen, making it the second largest in history after 1987/10/20, the day after Black Monday. Since it plummeted at a high price level, the range of decline increased. The target is Japan timeJuly US employment statistics announced at 9:30 p.m. on the 2ndSo, it is being closely watched to see if there is any softening that exceeds market expectations.
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Will Nikkei break through the long-term moving average
From the high price of 0.04 million2426.77 yen on the 2nd, most recently on 7/1115% declineThat's what I did. What is the candlestick for 2 days on the chartThe 200-day moving average was broken by a long dark line. Since the underbeard is also very short, the buying pressure is weak,Sales have an overwhelming advantageIt became. It is a situation where long-term investment funds cannot enter due to large fluctuations in exchange rates and stocks. TOPIX also surpassed 10% from the 7/11 high...
From the high price of 0.04 million2426.77 yen on the 2nd, most recently on 7/1115% declineThat's what I did. What is the candlestick for 2 days on the chartThe 200-day moving average was broken by a long dark line. Since the underbeard is also very short, the buying pressure is weak,Sales have an overwhelming advantageIt became. It is a situation where long-term investment funds cannot enter due to large fluctuations in exchange rates and stocks. TOPIX also surpassed 10% from the 7/11 high...
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