$NVIDIA (NVDA.US)$ Although there are pessimistic views due to the unfavorable stock price reaction after earnings, I think it's too much to be overly concerned about daily stock prices. Analysts' target stock prices are generally significantly higher than the current stock prices, which may seem optimistic. While I don't necessarily believe in analysts' target stock prices, in reality, NVIDIA's earnings consistently exceed analysts' consensus and are announced compared to each time. When earnings are announced, analysts come up with high estimates, so I think there are no surprises in the earnings content recently from 1Q to 3Q. In that case, isn't it reasonable to believe that we are heading towards the analysts' target stock prices? Especially for those with less experience in stocks, it might be easier to hold shares if they think this way.
The GTC held in March revealed seemingly endless possibilities as follows.
At NVIDIA's GTC 2024, innovative use cases of AI were presented across a wide range of industries. The following is a summary of particularly noteworthy areas.
1. Health care
NVIDIA has announced 24 or more new microservices, emphasizing their use in medical image processing, natural language processing, and digital biology...

$NVIDIA (NVDA.US)$ More news has come in! According to Bloomberg, nvidia and Google, a subsidiary of Alphabet, announced a partnership on the 18th to achieve quantum computing technology.
According to the announcement, Google's quantum artificial intelligence (AI) division will use nvidia's supercomputer 'Eos' to accelerate the design of quantum components. The aim is to simulate the physical phenomena necessary for quantum processors to function and to surpass current limits. As the processing power of quantum processors improves, it becomes increasingly difficult to distinguish between actual information and interference known as noise. Nvidia's accelerated computing is used to investigate the effects of noise in the design of increasingly large-scale quantum semiconductors.

$NVIDIA (NVDA.US)$ Aeye Inc, a new player in artificial intelligence (AI) development founded by Elon Mask, has raised 5 billion dollars (approximately 780 billion yen) on the 20th, according to the US xAI (XAI) revealed by the Wall Street Journal. The funds will be used to purchase Nvidia semiconductors to accelerate AI development. Do you understand the scale? Which chip? Of course, it must be Blackwell! Solving heating issues and moving to full production is impressive! AI is still in the early stages!

$SoFi Technologies (SOFI.US)$
I will probably not sell SOFI in the near future, it has great potential.

$SoFi Technologies (SOFI.US)$ I feel more happy and secure with a daily increase of 1-3% than occasionally rising by two digits! But the fact that it rises every day is also scary 😱

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
The unrealized losses have become so large that I can't help but laugh. I wonder why I let it go on like this.
Although I am recovering with strong quantum computers, since most of the funds are here, it only results in a small win and is like trying to scoop water with a burnt-out stone. It's all bark and no bite but not because it's not burnt.
I think it's a buying opportunity when in a pessimistic mood, but I want to reduce the allocation here, so I'm in a contradictory state of mind and completely stuck.
There seems to be a deep-seated psychology of wanting to recoup losses with this stock! It's the mindset of losers, so I really think it's important to change, but I always end up averaging down to try not to lose.
Let's put the investment policy in the room like a stereotypical college student.

$IonQ Inc (IONQ.US)$ I thought it would drop immediately and took profits, but seeing that it didn't fall from the 30s yesterday, I re-entered.
I'm cautious, so instead of buying all at once, let's gradually increase our purchases.

$NVIDIA (NVDA.US)$
I can't believe there was a good financial result, the price movement is as usual.It feels reassuring.
Everyone seems to be waiting for the market to drop, the tension is palpable.I want it, the world's number one company.
Well, let's see what happens.

$NVIDIA (NVDA.US)$
I wonder if it will end without any movement and remain flat until morning as it is.