Gonxing103
liked
$Advanced Micro Devices (AMD.US)$
Come on, let's go higher.
Come on, let's go higher.
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8
Gonxing103
liked
$NVIDIA (NVDA.US)$
When you bring it back, you just can't help but want to sell it.
It's all about emotions, husband.
The market is determined not by financial estimates, but by the consensus that is run.
That's going the opposite way.
When you bring it back, you just can't help but want to sell it.
It's all about emotions, husband.
The market is determined not by financial estimates, but by the consensus that is run.
That's going the opposite way.
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8
Gonxing103
liked
$NVIDIA (NVDA.US)$ Embarrassingly, I bought Revanas today. ⸝⸝ ̫ ⸝⸝ᐡ♡
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9
2
Gonxing103
liked
$NVIDIA (NVDA.US)$ Oh...the person who sold it...goodbye👋
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10
1
Gonxing103
reacted to
US stocks, which have been rising for several months, experienced a sharp drop in July. $S&P 500 Index (.SPX.US)$Since reaching its all-time high on July 16, it has fallen more than 8% cumulatively. $Nasdaq Composite Index (.IXIC.US)$The cumulative decline of the stock is over 10%. Is the downward trend continuing or is it a good opportunity to buy on dips after a significant drop in the stock price of 'Mag 7'?
According to Bloomberg data, the 'Mag 7' consists of 7 companies, namely $Tesla (TSLA.US)$、 $NVIDIA (NVDA.US)$、 $Amazon (AMZN.US)$、 $Alphabet-A (GOOGL.US)$More than half of the expected (forward) P/E ratios are already below the 5-year average. Additionally, $Microsoft (MSFT.US)$、 $Apple (AAPL.US)$、 $Meta Platforms (META.US)$The estimated P/E ratio of
According to Bloomberg data, the 'Mag 7' consists of 7 companies, namely $Tesla (TSLA.US)$、 $NVIDIA (NVDA.US)$、 $Amazon (AMZN.US)$、 $Alphabet-A (GOOGL.US)$More than half of the expected (forward) P/E ratios are already below the 5-year average. Additionally, $Microsoft (MSFT.US)$、 $Apple (AAPL.US)$、 $Meta Platforms (META.US)$The estimated P/E ratio of
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Gonxing103
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
$Tesla (TSLA.US)$
Even on days off, the market doesn't rest.
And I just realized that.
$Tesla (TSLA.US)$
Even on days off, the market doesn't rest.
And I just realized that.
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19
3
Gonxing103
liked
$NVIDIA (NVDA.US)$
Capital investments announced by Microsoft, Alphabet, Amazon, and Meta from January to June '24 exceeded 100 billion dollars (about 14 trillion500 billion yen) in total for the 4 companies, and this is a 50% increase compared to the same period last year. It is a capital investment due to growing AI demand, and the path of return on investment will be important in the future. Currently, infrastructure investments are being made to enhance generative AI training, and there is hope for things related to servers and data centers.
Capital investments announced by Microsoft, Alphabet, Amazon, and Meta from January to June '24 exceeded 100 billion dollars (about 14 trillion500 billion yen) in total for the 4 companies, and this is a 50% increase compared to the same period last year. It is a capital investment due to growing AI demand, and the path of return on investment will be important in the future. Currently, infrastructure investments are being made to enhance generative AI training, and there is hope for things related to servers and data centers.
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12
Gonxing103
liked
$NVIDIA (NVDA.US)$
It is estimated that the number of AI servers shipped in the second quarter increased by 20% compared to the previous quarter, and the total number of shipments for the year is predicted to be 1.67 million units, an increase of 41.5% compared to the previous year.
It is estimated that the number of AI servers shipped in the second quarter increased by 20% compared to the previous quarter, and the total number of shipments for the year is predicted to be 1.67 million units, an increase of 41.5% compared to the previous year.
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8
Gonxing103
reacted to
$NVIDIA (NVDA.US)$ I am placing a speculative buy at $98, and there is no such thing as no risk, especially considering the importance of earnings. I believe the semiconductor boom will lose momentum, but I want to take the risk and accumulate only NVIDIA, which is a leading stock. When buying individual stocks, it is necessary to be prepared to switch gears at any time without blindly following the fervor or developing a strange sense of solidarity. It is important to carefully consider why most investors fall short in index investing and it is not good to be infatuated with specific stocks.
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Gonxing103
reacted to
$NVIDIA (NVDA.US)$
$Advanced Micro Devices (AMD.US)$
In the end, because it is not bullish, only representative nvidia and its comrades (such as ARM) go up?
Even SMCI, which should be one of the comrades, is slightly down.
Somehow weak overall.
$Advanced Micro Devices (AMD.US)$
In the end, because it is not bullish, only representative nvidia and its comrades (such as ARM) go up?
Even SMCI, which should be one of the comrades, is slightly down.
Somehow weak overall.
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7
1