BOTANICAL
reacted to
$NVIDIA (NVDA.US)$
My transfer... is over.
I was stupid to have any expectations.
I pray that it will somehow keep at least 100.
Even so, it's a huge loss...
Why do we have to be treated so badly despite the good financial results?
My transfer... is over.
I was stupid to have any expectations.
I pray that it will somehow keep at least 100.
Even so, it's a huge loss...
Why do we have to be treated so badly despite the good financial results?
Translated
17
1
BOTANICAL
liked
Hello, moomoo users! Good morning! We will bring you the hot stocks and the latest rating information from the morning session.![]()
Today's strong and weak materials.
8/30 [Strong and Weak Materials]
Three points to watch in the morning.
-Despite the stalemate, the market is conscious of rebounding.
- $Tosho (8920.JP)$March 2025 revised financial estimates. Operating profit is upwardly revised from 4.7 billion yen to 5 billion yen.
Announced a revision of the financial estimates for the fiscal year ending in March 2025. Sales are revised upward from 25 billion yen to 34 billion yen, and operating profit is revised upward from 4.7 billion yen to 5 billion yen. Due to the decision to sell real estate (trust beneficiary rights) for resale in the second quarter, it is expected to exceed the previous announced figures.
-Key points for the morning session: $Nippon Steel (5401.JP)$The arbitration results of the US Steel acquisition are expected to be announced next month by the Vice Chairman.
Moving stocks, hot stocks
$Terumo (4543.JP)$Falls as the announcement of the overseas offering sell-off was made on the 29th, selling pressure.
Overseas offering to sell 73.21 million1900 shares. The offering price will be determined on any day from September 10th to 12th.
$Mitsubishi Electric (6503.JP)$has surged, with a maximum increase of 0.96% by the company...
Today's strong and weak materials.
8/30 [Strong and Weak Materials]
Three points to watch in the morning.
-Despite the stalemate, the market is conscious of rebounding.
- $Tosho (8920.JP)$March 2025 revised financial estimates. Operating profit is upwardly revised from 4.7 billion yen to 5 billion yen.
Announced a revision of the financial estimates for the fiscal year ending in March 2025. Sales are revised upward from 25 billion yen to 34 billion yen, and operating profit is revised upward from 4.7 billion yen to 5 billion yen. Due to the decision to sell real estate (trust beneficiary rights) for resale in the second quarter, it is expected to exceed the previous announced figures.
-Key points for the morning session: $Nippon Steel (5401.JP)$The arbitration results of the US Steel acquisition are expected to be announced next month by the Vice Chairman.
Moving stocks, hot stocks
$Terumo (4543.JP)$Falls as the announcement of the overseas offering sell-off was made on the 29th, selling pressure.
Overseas offering to sell 73.21 million1900 shares. The offering price will be determined on any day from September 10th to 12th.
$Mitsubishi Electric (6503.JP)$has surged, with a maximum increase of 0.96% by the company...
Translated
![Hot stocks that moved today - August 30th (Friday)](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240830/69f04b17ed79882c1e52c82c4d16a9dc.png/thumb?area=105&is_public=true)
![Hot stocks that moved today - August 30th (Friday)](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240830/f9f15d35314af7fe13b3b75217b02f15.png/thumb?area=105&is_public=true)
![Hot stocks that moved today - August 30th (Friday)](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png/thumb?area=105&is_public=true)
21
BOTANICAL
liked
$NVIDIA (NVDA.US)$
August 28th was the most exciting earnings day of the season. I own shares of both Nvidia (NVDA) and Crowdstrike (CRWD). NVDA is once again the decisive battle at Sekigahara. CRWD is reporting for the first time after a system failure. As a result, both stock prices dropped after the market closed. Why? Is it a sell-off? Or a buying opportunity? I'll share my personal judgment and bias. Let's go!
<My Thoughts on NVDA's Earnings>
- Guidance for the next fiscal year
This is a summary of the forecast I made during my "never lose study group" that I posted the other day, with today's results added.
As you can see from this, the actual results were higher than the consensus and my forecast. But the stocks went down. Why?
In my post the other day, I said the following:
As an experienced analyst, I can envision the scene of NVDA's CFO discussing the guidance numbers with company executives until just before the earnings announcement.
When I made the guidance forecast at the study meeting on August 18th, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also forecasted $32 billion...
August 28th was the most exciting earnings day of the season. I own shares of both Nvidia (NVDA) and Crowdstrike (CRWD). NVDA is once again the decisive battle at Sekigahara. CRWD is reporting for the first time after a system failure. As a result, both stock prices dropped after the market closed. Why? Is it a sell-off? Or a buying opportunity? I'll share my personal judgment and bias. Let's go!
<My Thoughts on NVDA's Earnings>
- Guidance for the next fiscal year
This is a summary of the forecast I made during my "never lose study group" that I posted the other day, with today's results added.
As you can see from this, the actual results were higher than the consensus and my forecast. But the stocks went down. Why?
In my post the other day, I said the following:
As an experienced analyst, I can envision the scene of NVDA's CFO discussing the guidance numbers with company executives until just before the earnings announcement.
When I made the guidance forecast at the study meeting on August 18th, the consensus was $31.4 billion. In that case, I think $32 billion would have been fine. So we also forecasted $32 billion...
Translated
![Maria's viewpoint](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240829/60120e57a5c288511238567902d2bc52.jpg/thumb?area=105&is_public=true)
![Maria's viewpoint](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240829/ce0866e0400b4a0938882c3c147dccd2.jpg?area=105&is_public=true)
![Maria's viewpoint](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240829/d034a73831acbac71cf828c94ed15abd.jpg?area=105&is_public=true)
64
6
BOTANICAL
reacted to
$NVIDIA (NVDA.US)$
The leading stocks do not simply fall even when they go down.![]()
Is it from nvidia at this point?![]()
There won't be a sudden rise with a good financial statement.![]()
The leading stocks do not simply fall even when they go down.
Is it from nvidia at this point?
There won't be a sudden rise with a good financial statement.
Translated
12
BOTANICAL
commented on
$NVIDIA (NVDA.US)$
It's the first time I've seen nvidia alone in the negative.
It would be great if we could turn it into a positive by the end.
It's the first time I've seen nvidia alone in the negative.
It would be great if we could turn it into a positive by the end.
Translated
9
2
BOTANICAL
reacted to
$NVIDIA (NVDA.US)$
Yeah, that drop in the morning was excessive, wasn't it?![]()
Ah, I was really surprised.![]()
Yeah, that drop in the morning was excessive, wasn't it?
Ah, I was really surprised.
Translated
10
BOTANICAL
liked
$NVIDIA (NVDA.US)$
It has recovered quite a bit from a sharp drop after hours. That's why I can't stop investing in NVIDIA. It's even better if they buy our company stock at Zara.
It has recovered quite a bit from a sharp drop after hours. That's why I can't stop investing in NVIDIA. It's even better if they buy our company stock at Zara.
Translated
13
BOTANICAL
reacted to
$NVIDIA (NVDA.US)$ I have come to realize that no matter how good the fundamentals are, the stock price can fall due to sentiment.
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8
BOTANICAL
reacted to
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7
BOTANICAL
reacted to
$NVIDIA (NVDA.US)$
It exceeds the consensus, surpassing 30 billion dollars, an unexpected share buyback of 50 billion dollars⁉︎
All the questions to Blackwell have received positive responses.
Because it's a good financial result, the stock price cannot be determined by speculation alone.![]()
It exceeds the consensus, surpassing 30 billion dollars, an unexpected share buyback of 50 billion dollars⁉︎
All the questions to Blackwell have received positive responses.
Because it's a good financial result, the stock price cannot be determined by speculation alone.
Translated
16
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