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$Arm Holdings (ARM.US)$ japan time, on Thursday, November 7, 2024, at 7:00 a.m., there is a plan to hold the earnings call for the second quarter of the fiscal year 2025. This presentation will be delivered in subtitle translation format. If you wish to watch,"Reservation"button.
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◆注意事項
The content of this live stream is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantees of accuracy, reliability, or correctness of machine translation from English to Japanese are made, either explicitly or implicitly. We do not take any responsibility for any damages caused by the translation content. Please keep this in mind when viewing.
Translated
ARM 2025 Q2 earnings call (Subtitle Translation)
Nov 6 16:00
Book 7
Bulls only
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$Microsoft (MSFT.US)$ will hold an earnings call for the first quarter of the fiscal year 2025 at 6:30 AM on Thursday, October 31, 2025 Japan time. This presentation will be delivered in subtitle translation format.If you wish to watch, please click the "Reservation" button."Reservation"button.
◆Precautions
The content of this live stream is provided through the subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure and Amazon Translate. No assurance of accuracy, reliability, or precision is made regarding machine translation from English to Japanese, either explicitly or implicitly. We do not assume any responsibility for any damages caused by the translation content. Please keep this in mind when viewing.
◆Precautions
The content of this live stream is provided through the subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure and Amazon Translate. No assurance of accuracy, reliability, or precision is made regarding machine translation from English to Japanese, either explicitly or implicitly. We do not assume any responsibility for any damages caused by the translation content. Please keep this in mind when viewing.
Translated
Microsoft FY2025 Q1 Earnings Call (Subtitle Translation)
Oct 30 16:30
7
1
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moomoo is superior to SBI just by the fact that margin financing and securities lending is available pre, post, and overnight at moomoo.
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6
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liked
I simulated under the following conditions.
① Initial investment of 1 million yen
② Recent ipos for about one year
Sales and EPS for each of the third and fourth quarters are both expected to exceed financial estimates.
④ Purchase at the opening price on the day after earnings reports announcement and sell near the next earnings reports
Diversified investment.
*Assuming a 20% tax rate at the time of sale.
After investigating conditions 1 to 5, 7 stocks were identified with an average growth rate of 22.5%.
Breakdown
- ALAB 55.02%
- AS 38.56%
- KVYO 30.50%
- CART 29.58%
・ARM 18.90%
・ARDT 13.01%
・ULS 3.63%
For example, if you invest 143,000 yen in 7 different stocks in 1Q, the average profit rate for 3 months is 22.5%.
1Q: 1 million yen × 22.5% = 0.18 million yen profit (after tax)
2Q: 1 million yen + 0.18 million yen × 22.5% = 1.39 million yen (after tax)
1 year later: 1.94 million yen
In 2 years, 3.86 million yen
In 3 years, 7.28 million yen
In 4 years, 14.13 million yen
In 5 years, 27.39 million yen
In 6 years, 53.09 million yen
In 7 years, 87.26 million yen
In 8 years, 169.18 million yen
If there is a quarterly increase of 22.5%, it will reach 0.1 billion yen in 8 years.
Ranked 1st in growth rate (ALAB) 55.0...
① Initial investment of 1 million yen
② Recent ipos for about one year
Sales and EPS for each of the third and fourth quarters are both expected to exceed financial estimates.
④ Purchase at the opening price on the day after earnings reports announcement and sell near the next earnings reports
Diversified investment.
*Assuming a 20% tax rate at the time of sale.
After investigating conditions 1 to 5, 7 stocks were identified with an average growth rate of 22.5%.
Breakdown
- ALAB 55.02%
- AS 38.56%
- KVYO 30.50%
- CART 29.58%
・ARM 18.90%
・ARDT 13.01%
・ULS 3.63%
For example, if you invest 143,000 yen in 7 different stocks in 1Q, the average profit rate for 3 months is 22.5%.
1Q: 1 million yen × 22.5% = 0.18 million yen profit (after tax)
2Q: 1 million yen + 0.18 million yen × 22.5% = 1.39 million yen (after tax)
1 year later: 1.94 million yen
In 2 years, 3.86 million yen
In 3 years, 7.28 million yen
In 4 years, 14.13 million yen
In 5 years, 27.39 million yen
In 6 years, 53.09 million yen
In 7 years, 87.26 million yen
In 8 years, 169.18 million yen
If there is a quarterly increase of 22.5%, it will reach 0.1 billion yen in 8 years.
Ranked 1st in growth rate (ALAB) 55.0...
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$Tesla (TSLA.US)$
There is a statistical data that 70% of Japanese people believe in television news, I believe that 70% of Japanese people are a pure gathering of the people. Among advanced countries, the number of people who overwhelmingly believe in television news is highest among Japanese. In most advanced countries, television news is believed to be false. In America, it is said that about 30% of people trust television program reporting. The Vietnam War, Iraq, and Afghanistan wars were all staged by the United States. Where are the alleged weapons of mass destruction by Al-Qaeda that they sacrificed so much to search for? Even if the US government intervenes in wars in other countries, imposes capitalism worldwide, and kills tens of thousands of people, it does not become a war crime. If I am lying, comment and let me know. Do you know that due to the failures in the Afghan withdrawal, loyalty to America has waned among American military families, they are not enlisting their children, leading to a serious shortage of personnel in the US military? Because the navy has a small number of personnel, they can only operate about half of their fleet. As for our country's Maritime Self-Defense Force, the salaries of Self-Defense Force members who risk their lives to work are low, the treatment is poor, so young people are not attracted, resulting in many fleets with unrepaired machinery, and currently less than half of the escort vessels can be operated properly. Even with excellent weapons, without humans, operation is not possible. Currently, the US is supporting Israel with 15 F15s, but there are no pilots in Israel who can operate them, so secretly American pilots are participating in the war. American army personnel are also fighting and dying in Ukraine. This is the truth. You have to find the truth for yourself. Pure Japanese people, do not trust television or garbage. American garbage has also been terrible, recently only showing favoritism towards the Democratic Party. Optimus operated remotely? Anonymous information, who would believe in that? Even with real names, they could be spies who have been bribed. Remember the little girl in Kuwait during the Iran-Iraq war was also an actress hired by America. Even in Japan, the recently acquitted Hoshikata incident... Elon has a mountain of enemies, be careful. Do not be misled by biased reporting from the extreme left in Silicon Valley like garbage and BlackRock and Washington and Gates. Japanese people, wake up, when watching the news, think about why this information was released at this particular time. Remember how Asahi and Yomiuri colluded with the military during the Greater East Asia War and how the announcements from the General Headquarters were all lies, and that even Corona was not safe, and Fuji Television's 24-Hour TV likely embezzled the donations. True posts will be deleted. This post has been deleted twice as well.
There is a statistical data that 70% of Japanese people believe in television news, I believe that 70% of Japanese people are a pure gathering of the people. Among advanced countries, the number of people who overwhelmingly believe in television news is highest among Japanese. In most advanced countries, television news is believed to be false. In America, it is said that about 30% of people trust television program reporting. The Vietnam War, Iraq, and Afghanistan wars were all staged by the United States. Where are the alleged weapons of mass destruction by Al-Qaeda that they sacrificed so much to search for? Even if the US government intervenes in wars in other countries, imposes capitalism worldwide, and kills tens of thousands of people, it does not become a war crime. If I am lying, comment and let me know. Do you know that due to the failures in the Afghan withdrawal, loyalty to America has waned among American military families, they are not enlisting their children, leading to a serious shortage of personnel in the US military? Because the navy has a small number of personnel, they can only operate about half of their fleet. As for our country's Maritime Self-Defense Force, the salaries of Self-Defense Force members who risk their lives to work are low, the treatment is poor, so young people are not attracted, resulting in many fleets with unrepaired machinery, and currently less than half of the escort vessels can be operated properly. Even with excellent weapons, without humans, operation is not possible. Currently, the US is supporting Israel with 15 F15s, but there are no pilots in Israel who can operate them, so secretly American pilots are participating in the war. American army personnel are also fighting and dying in Ukraine. This is the truth. You have to find the truth for yourself. Pure Japanese people, do not trust television or garbage. American garbage has also been terrible, recently only showing favoritism towards the Democratic Party. Optimus operated remotely? Anonymous information, who would believe in that? Even with real names, they could be spies who have been bribed. Remember the little girl in Kuwait during the Iran-Iraq war was also an actress hired by America. Even in Japan, the recently acquitted Hoshikata incident... Elon has a mountain of enemies, be careful. Do not be misled by biased reporting from the extreme left in Silicon Valley like garbage and BlackRock and Washington and Gates. Japanese people, wake up, when watching the news, think about why this information was released at this particular time. Remember how Asahi and Yomiuri colluded with the military during the Greater East Asia War and how the announcements from the General Headquarters were all lies, and that even Corona was not safe, and Fuji Television's 24-Hour TV likely embezzled the donations. True posts will be deleted. This post has been deleted twice as well.
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Bulls only
Set a live reminder
$Taiwan Semiconductor (TSM.US)$ will hold the earnings call for the third quarter of 2024 on Thursday, October 17, 2024 at 3:00 PM Japan time.
This presentation will be conducted in subtitled translation format.Will be delivered. If you wish to watch,"Reservation"Please click the button.
◆Notes
The content of this live is provided by the subtitle translation service for the convenience of customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Regardless of whether the accuracy, reliability, or correctness of machine translation from English to Japanese, no type of guarantee is made explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please be aware of this when viewing.
This presentation will be conducted in subtitled translation format.Will be delivered. If you wish to watch,"Reservation"Please click the button.
◆Notes
The content of this live is provided by the subtitle translation service for the convenience of customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Regardless of whether the accuracy, reliability, or correctness of machine translation from English to Japanese, no type of guarantee is made explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please be aware of this when viewing.
Translated
Taiwan Semiconductor 2024 Q3 earnings call (subtitle translation)
Oct 17 01:00
21
Bulls only
reacted to and commented on
$NVIDIA (NVDA.US)$ Go for it, NVDA!!!
Translated
Bulls only
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$Broadcom (AVGO.US)$
[I'll start by telling you the conclusion - buy on dips!]
*This is just my personal opinion. I'm not an investment expert or anything, you know, just me.
*But I'm really convinced, and even if I lose money, I won't regret it.
[Below is a long monologue lol]
Broadcom is mainly used for building enterprise datacenters, with semiconductor manufacturing as its main business.
In simple terms, it's semiconductors that are integrated into network devices like routers and switching hubs.
It's actually more diverse and complicated, but it's not important so I'll just skip it.
So, the conventional datacenter construction method was to connect multiple servers with network equipment.
But now, with virtualization, it's possible to build a network that connects multiple servers within one server.
It's a natural progression for Broadcom to acquire the virtualization giant VMware, because the demand for the semiconductors used in network equipment has decreased.
So, shifting from the previous network semiconductor technology to virtualization-specific semiconductors and technology development and provision is happening right now.
Well, up until now, the internet has been the main thing...
[I'll start by telling you the conclusion - buy on dips!]
*This is just my personal opinion. I'm not an investment expert or anything, you know, just me.
*But I'm really convinced, and even if I lose money, I won't regret it.
[Below is a long monologue lol]
Broadcom is mainly used for building enterprise datacenters, with semiconductor manufacturing as its main business.
In simple terms, it's semiconductors that are integrated into network devices like routers and switching hubs.
It's actually more diverse and complicated, but it's not important so I'll just skip it.
So, the conventional datacenter construction method was to connect multiple servers with network equipment.
But now, with virtualization, it's possible to build a network that connects multiple servers within one server.
It's a natural progression for Broadcom to acquire the virtualization giant VMware, because the demand for the semiconductors used in network equipment has decreased.
So, shifting from the previous network semiconductor technology to virtualization-specific semiconductors and technology development and provision is happening right now.
Well, up until now, the internet has been the main thing...
Translated
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Bulls only
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We've mentioned the famous American market saying 'Sell in May'. It is said that the stock prices, which have been on an upward trend since the beginning of the year, tend to stabilize around this time, as many hedge funds report their earnings in May and November and adjust their portfolios accordingly.
Although originally an American saying, does this also apply to Japan?
Unfortunately, the result turned out just as the saying said. On May 23rd, Japanese stocks plummeted and experienced volatile fluctuations for a while. The main reasons for this were concerns about the early scaling back of monetary easing in the United States and the worsening of the HSBC China Manufacturing Purchasing Managers' Index (PMI) for May, which indicates the outlook for the Chinese economy.
Will stock prices hit bottom in September?
This famous saying has a continuation, 'Don't come back until St. Leger's day (the second Saturday in September when a big horse racing race, St. Leger's Day, is held)'. or 'But remember to come back in September'.
Although originally an American saying, does this also apply to Japan?
Unfortunately, the result turned out just as the saying said. On May 23rd, Japanese stocks plummeted and experienced volatile fluctuations for a while. The main reasons for this were concerns about the early scaling back of monetary easing in the United States and the worsening of the HSBC China Manufacturing Purchasing Managers' Index (PMI) for May, which indicates the outlook for the Chinese economy.
Will stock prices hit bottom in September?
This famous saying has a continuation, 'Don't come back until St. Leger's day (the second Saturday in September when a big horse racing race, St. Leger's Day, is held)'. or 'But remember to come back in September'.
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![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
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