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$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservations"button.
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The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
◆注意事項
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
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Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 28 16:00
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Oh, the global stock market was extremely turbulent in mid to late July. The Nikkei Stock Average (on-market basis) reached a high of 2,426,000 yen on July 11th, but fell to a low of 761,100 yen on the 26th. It was a panic-inducing plunge. The decline was 4,815 yen, with a decrease of 11.3%. Honestly, this is too much of a drop.
In the market, it is explained that there has been a reversal of the yen carry trade. The recent example of this was in 2007. In that situation, the yen appreciated by 10%. If we assume a 10% appreciation this time, we must be prepared for a level around 1 dollar = 145 yen.
However, in the short term, we don't expect the yen to appreciate that much. The reason for this is that the deficit in trade and service balance and the amount of outward investment are extremely different compared to 2007.
Currently, there is pressure for the yen to depreciate by 37 trillion yen. For this 10 yen appreciation, it may be due to the anti-yen comments by the US presidential candidate Trump during the election, as well as the rate cut by the Federal Reserve in July and the interest rate hike by the Bank of Japan.
The current situation of "KakuTora" is becoming suspicious, and the BOJ gold...
In the market, it is explained that there has been a reversal of the yen carry trade. The recent example of this was in 2007. In that situation, the yen appreciated by 10%. If we assume a 10% appreciation this time, we must be prepared for a level around 1 dollar = 145 yen.
However, in the short term, we don't expect the yen to appreciate that much. The reason for this is that the deficit in trade and service balance and the amount of outward investment are extremely different compared to 2007.
Currently, there is pressure for the yen to depreciate by 37 trillion yen. For this 10 yen appreciation, it may be due to the anti-yen comments by the US presidential candidate Trump during the election, as well as the rate cut by the Federal Reserve in July and the interest rate hike by the Bank of Japan.
The current situation of "KakuTora" is becoming suspicious, and the BOJ gold...
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$Super Micro Computer (SMCI.US)$ Depending on the three new liquid cooling systems and financial results, it seems like there will be a problem! If it's a 10-split scenario starting at 1000 or more, I want to hold on
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$Super Micro Computer (SMCI.US)$
I have it until the settlement.
I have it until the settlement.
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NVIDIA in the USMarch 18 to 21NVIDIA's world's largest AI and GPU conference “GTC 2024” will be held over (US time).
According to NVIDIA, “GTC 2024” includes keynote speeches by CEO Jenson Huang, over 900 sessions, over 300 exhibitions, and more than 20 technical workshops covering topics such as generative AI. The most advanced examples and technology will be shown.
Meanwhile, what was the keynote speech by CEO Jen Sung HuangTue, Mar 19 at 5 a.m. (Japan time)。
>>>Click here! Watch Mr. Huang's keynote speech for free on moomoo!
Why is NVIDIAGTC important?
According to market participants, in the current GTC, it is a next-generation architecture“Blackwell”、New chip “B100”、humanoid robotInformation on this is expected.
Blackwell was adopted in the 2024 and 2025 roadmaps, and it is expected that TSMC's 3nm process will be used. Note...
According to NVIDIA, “GTC 2024” includes keynote speeches by CEO Jenson Huang, over 900 sessions, over 300 exhibitions, and more than 20 technical workshops covering topics such as generative AI. The most advanced examples and technology will be shown.
Meanwhile, what was the keynote speech by CEO Jen Sung HuangTue, Mar 19 at 5 a.m. (Japan time)。
>>>Click here! Watch Mr. Huang's keynote speech for free on moomoo!
Why is NVIDIAGTC important?
According to market participants, in the current GTC, it is a next-generation architecture“Blackwell”、New chip “B100”、humanoid robotInformation on this is expected.
Blackwell was adopted in the 2024 and 2025 roadmaps, and it is expected that TSMC's 3nm process will be used. Note...
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