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I regret selling in panic at 28 after a big drop in August.
40Seems like you're going to go.
40Seems like you're going to go.
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$Palantir (PLTR.US)$ People who have [Company] $NVIDIA (NVDA.US)$I think many people have it.
My main stocks are also these two stocks.
I have other stocks as well, but these two are the main ones.
Today, the stock price of Nvidia has risen, so I feel relieved that both of them are now profitable.
Palantir also engages in options trading, so this is also a positive.
There is only excitement as we approach the end of the year.
My main stocks are also these two stocks.
I have other stocks as well, but these two are the main ones.
Today, the stock price of Nvidia has risen, so I feel relieved that both of them are now profitable.
Palantir also engages in options trading, so this is also a positive.
There is only excitement as we approach the end of the year.
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After being included in the S&P 500 stock price index, $Palantir (PLTR.US)$ showed a significant increase on the first day. However, there are certainly examples of popular stocks continuing to soar immediately after the announcement. For example, $Tesla (TSLA.US)$ saw its stock price soar by about 70% in 2020 after entering the S&P.
Just because a stock is included in the S&P 500 does not guarantee that the stock will perform well in the long or short term. For example, $Super Micro Computer (SMCI.US)$ has plummeted since being added to the S&P 500 index earlier this year.
Long-term outlook
The extent to which Palantir's stock price will rise in the next few years will be greatly influenced by whether the company can accelerate its revenue growth, rather than whether it is included in the S&P 500 index. The main reason is valuation, as the stock is trading at a forward price-to-earnings ratio of more than 23 times the analyst's estimate for 2025. Sales in the second quarter ...
Just because a stock is included in the S&P 500 does not guarantee that the stock will perform well in the long or short term. For example, $Super Micro Computer (SMCI.US)$ has plummeted since being added to the S&P 500 index earlier this year.
Long-term outlook
The extent to which Palantir's stock price will rise in the next few years will be greatly influenced by whether the company can accelerate its revenue growth, rather than whether it is included in the S&P 500 index. The main reason is valuation, as the stock is trading at a forward price-to-earnings ratio of more than 23 times the analyst's estimate for 2025. Sales in the second quarter ...
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$NVIDIA (NVDA.US)$ Should I pick it up?
I will have a 3-day weekend starting tomorrow。I would like to express my sympathy to those in Kyushu, Shikoku, and the Chugoku region who are experiencing a typhoon。Stagnation is troublesome。Life is important。Please take care。The further east, the weaker the typhoon, so I think we'll be fine here, but let's be fully prepared!
I will have a 3-day weekend starting tomorrow。I would like to express my sympathy to those in Kyushu, Shikoku, and the Chugoku region who are experiencing a typhoon。Stagnation is troublesome。Life is important。Please take care。The further east, the weaker the typhoon, so I think we'll be fine here, but let's be fully prepared!
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$NVIDIA (NVDA.US)$
Analysts after earnings announcement
This is a quote.
BofA (Buy, PT: $165): "NVIDIA achieved $30 billion in sales in the second quarter and delivered solid performance, but the outlook for the third quarter exceeds consensus slightly and falls short of more bullish expectations. This is mainly due to the delay of Blackwell's increased production by one quarter. The introduction of AI generation has just begun, and next-generation AI models require significantly higher computational power, so we continue to believe in NVIDIA's growth opportunities. We find an attractive valuation and maintain a buy rating."
Piper Sandler (Overweight, PT: $140): "The decline in NVIDIA's performance after the second quarter is seen as a buying opportunity. The fundamentals are solid, and while profit margins have slightly compressed, the company is well positioned to take advantage of strong AI demand from Hopper and Blackwell. Gross profit margins are stable and expected to support continuous growth."
Canter Fitzgerald (Overweight, PT: $175): "Blackwell's delay...
Analysts after earnings announcement
This is a quote.
BofA (Buy, PT: $165): "NVIDIA achieved $30 billion in sales in the second quarter and delivered solid performance, but the outlook for the third quarter exceeds consensus slightly and falls short of more bullish expectations. This is mainly due to the delay of Blackwell's increased production by one quarter. The introduction of AI generation has just begun, and next-generation AI models require significantly higher computational power, so we continue to believe in NVIDIA's growth opportunities. We find an attractive valuation and maintain a buy rating."
Piper Sandler (Overweight, PT: $140): "The decline in NVIDIA's performance after the second quarter is seen as a buying opportunity. The fundamentals are solid, and while profit margins have slightly compressed, the company is well positioned to take advantage of strong AI demand from Hopper and Blackwell. Gross profit margins are stable and expected to support continuous growth."
Canter Fitzgerald (Overweight, PT: $175): "Blackwell's delay...
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$NVIDIA (NVDA.US)$
(Portfolio 80% nvidia)
Average acquisition price of 112, investment amount approximately 60 million. Excluding index and commodity investments.
It's me.
I won't sell even if it goes up or down!
Take a little profit from 145 to 160!
Take all the profit from 145 to 160!
Sell everything as soon as the leather jacket president appears in a suit (black, with a tie)! (High possibility of apology)
The leather jacket president immediately enters to buy with full leather upper and lower, and leather pants. (In the case of a short-sleeved leather jacket like Sugichan, there is a possibility that it will go up to 160. Information available to me.)
Hmm. Hmm. It's ⑤.
(Portfolio 80% nvidia)
Average acquisition price of 112, investment amount approximately 60 million. Excluding index and commodity investments.
It's me.
I won't sell even if it goes up or down!
Take a little profit from 145 to 160!
Take all the profit from 145 to 160!
Sell everything as soon as the leather jacket president appears in a suit (black, with a tie)! (High possibility of apology)
The leather jacket president immediately enters to buy with full leather upper and lower, and leather pants. (In the case of a short-sleeved leather jacket like Sugichan, there is a possibility that it will go up to 160. Information available to me.)
Hmm. Hmm. It's ⑤.
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$NVIDIA (NVDA.US)$
The question is whether AI is unable to generate profits that justify its significant investment, which has pushed down the share price, but this is not Nvidia's problem, it is a problem on the side of their big tech customers.
In fact, did Meta do it well?
In the initial stages of AI infrastructure development, I think the possibility of big tech customers who can buy Nvidia's AI chip making a mistake is low.
After all, there are a lot of much smarter people than Emin Yuzmair? The future of AI and Nvidia looks bright!
The question is whether AI is unable to generate profits that justify its significant investment, which has pushed down the share price, but this is not Nvidia's problem, it is a problem on the side of their big tech customers.
In fact, did Meta do it well?
In the initial stages of AI infrastructure development, I think the possibility of big tech customers who can buy Nvidia's AI chip making a mistake is low.
After all, there are a lot of much smarter people than Emin Yuzmair? The future of AI and Nvidia looks bright!
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