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inokuro Male ID: 182778922
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    inokuro commented on
    After closing the US stock market on 5/22 (morning of the 23rd Japan time), NVIDIAFirst quarter of fiscal year 2025We are planning to announce financial results.
    Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
    [Rewards]
    ● 5,000 points distributed evenly
    May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
    [Exclusive 500 yen Amazon gift card]
    Would you like to take part in more challenging contests?
    May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
    Translated
    [Bonus available] Get benefits by predicting the closing price after Nvidia's Q1 financial results are announced!
    835
    ● Google's $Alphabet-A (GOOGL.US)$Is04/26 05:30 (Japan Time)、24Q1 (fiscal year ending January-March) financial resultsIt is scheduled to be announced.
    ●The market is 24Q1Sales increased 12.76% year over year to $78.694 billion、EPS was $1.51, up 29.09% from the same period last yearExpected.
    ●74.36%The analyst has a bullish rating,The average target stock price is $167.03。
    ● Google's stock price is slightly outperforming the market, but it seems that the difference between Google and rivals in generative AI competition is widening.
    ● Some analysts see ChatGPT as a real threat to Google's search ad model.
    ● Meanwhile, Bill Ackman, the founder and CEO of Pershing Square Capital Management, believes that although Alphabet is ahead of Microsoft in AI competition, investors misunderstand that prudence has been delayed.
    IT giants that have Google etc. under its umbrella $Alphabet-A (GOOGL.US)$Is04/26 05:30 (Japan Time)...
    Translated
    [Earnings Preview] Will Google's Alphabet lose to AI competition
    [Earnings Preview] Will Google's Alphabet lose to AI competition
    [Earnings Preview] Will Google's Alphabet lose to AI competition
    +2
    1
    $Microsoft (MSFT.US)$Is4/25 (local) after closingFinancial results for Q3 (January-March) are scheduled to be announced on
    ●Market sales for 24Q3 compared to the same period last year15.14% increase to 60.857 billionDollar and EPS compared to the same period last year$2.83, up 15.41%Expected.
    ● Analysts say Microsoft's corporate business and AI products are growing continuouslyMaintaining good momentumI'm watching
    ● Microsoft'sCloud DivisionThe growth of attention is being paid to,Once again a revenue driverPossibility of becoming
    ●The latest information on AI plansThere is a possibility that it will be announced, and analysts point out that Microsoft is in an advantageous position for AI-led growth
    ●What is the next growth catalyst for Microsoft stockAccelerating key AI product cyclesWhen it becomes BofA
    ● The majority of analysts who research Microsoft stocks are bullish, and out of 57 people, 54 people buy and 3 evaluate them as hold
    Microsoft in the US is scheduled to announce financial results for the 24th Q3 (January-March) after closing locally on 4/25. According to market consensus, in the 24-Q3 (January-March) earnings forecast, sales are year-on-year15.1...
    Translated
    [Earnings Preview] Focus on the growth of Microsoft, AI, Azure Cloud, and Copilot!
    [Earnings Preview] Focus on the growth of Microsoft, AI, Azure Cloud, and Copilot!
    [Earnings Preview] Focus on the growth of Microsoft, AI, Azure Cloud, and Copilot!
    +1
    Astella Labs (ALAB), the unicorn of Intel (INTC) and Amazon (AMZN) -invested semiconductor fabless, is scheduled to be newly listed on the US NASDAQ next week. Locally in the US, it is attracting attention as a brand related to high-end chips, such as NVIDIA's H100, and the company's listing details and investment points are disclosed free of charge to those interested in semiconductor stocks.
    Astella Labs (ALAB)
    Expected listing date: Wednesday, March 20, '24
    Listed on NASDAQ
    Public price range: $27.00 to $30.00
    Number of shares to be sold: 17.8 million shares (maximum 20.47 million shares when overallotment is carried out)
    Estimated amount to be raised: Up to $614.1 million (estimated at the upper limit of the range)
    Estimated total market value after listing: 4.59 billion dollars (estimated at the upper limit of the range)
    Business Overview and Investment Points: 
    ・Fabless semiconductor company for data centers.We design and sell connection semiconductors to improve connection efficiency and speed between data centers and corporate systems (software and hardware). Cloud computer...
    Translated
    It was held when the fourth quarter financial results were announced this time”[Bonus available] Get benefits by predicting the gain/fall rate after financial results are announced」、「[Bonus available] Get benefits by predicting the opening price after Nvidia's Q4 financial results are announced!We received many predictive comments on”. Based on strict selection, the following users who made the most recent predictions were selected as winners.
    Winning users
    [GOOGL, AMD, MSFT]
    @183064371
    @inokuro
    @ザーサイ
    [NVDA]
    @エーヤマ
    @けい1015
    @ほんまま

    With a feeling of gratitude to everyone who was electedAmazon gift cardI will give it to you. We'll be contacting you soon with more information on how to receive Amazon gift cards.
    Thank you for your kind attention. I would like to thank you again for participating in this campaign and for your warm support to moomoo on a daily basis.
    Thank you for your continued support of moomoo.
    Translated
    2
    This article uses auto-translation in some parts.
    The US has become the world's largest semiconductor manufacturer. $NVIDIA (NVDA.US)$The company's stock price surge has affected other semiconductor and manufacturing equipment companies, and the market capitalization increase of related stocks accounted for over 50% of the global stock value appreciation. The expectation of widespread adoption of artificial intelligence (AI) has prompted a flow of investment money and supported the high prices of major national stocks.
    As NVIDIA, positioned at the center of the AI ecosystem, significantly enhances corporate value, the ripple effect has expanded. Direct competitors as GPU manufacturers, $Advanced Micro Devices (AMD.US)$ and $NVIDIA (NVDA.US)$The semiconductor contract manufacturing company, with whom we also trade. $Taiwan Semiconductor (TSM.US)$as well as major manufacturing equipment...
    Translated
    The AI frenzy is going global! Nvidia has emerged as the winner among the top 7 US high-tech companies, with generated AI and semiconductor-related stocks all rising.
    The AI frenzy is going global! Nvidia has emerged as the winner among the top 7 US high-tech companies, with generated AI and semiconductor-related stocks all rising.
    The AI frenzy is going global! Nvidia has emerged as the winner among the top 7 US high-tech companies, with generated AI and semiconductor-related stocks all rising.
    10
    $Eli Lilly and Co (LLY.US)$ Exceeded 700.
    Thank you, eli lilly and co.
    $Palantir (PLTR.US)$ This one is also skyrocketing.
    Thank you, Palantir.
    I earned more than a year's worth of pocket money from the end of January to yesterday.
    It's a buying spree for nike sneakers.
    Translated
    7
    inokuro commented on
    To all moo users
    Japan timeJanuary 31toGOOGL, AMD, MSFTeachEarnings reports for the period from October to December 2023.What will be the market's reaction to the earnings reports of these companies? Let's all make financial estimates together!
    【How to Participate】
    Until 8:00 PM on January 31st Japan timeOn that day, after the close of trades in the USA marketPlease provide your financial estimates and post the following information at 6:00 am on February 1st Japan Time:
    Among the 3 stocks GOOGL, AMD, and MSFT,which stock has the highest stock price volatility (increase or decrease).specific stock price volatility.
    Specific stock price volatility of that stockHow much is it?
    For example, the stock with the highest price increase (decrease) is AMD, with a forecasted increase rate (decrease rate) of 5.2%.
    【Rewards】
    Stocks with the highest price volatility, and the closest forecasted price volatility.3 usersto1000 yen worth of Amazon gift cardwill be given as a prize.
    Let's check the latest analyst ratings for GOOGL, AMD, and MSFT!
    Click here to reserve a live broadcast of the earnings call:
    GOOGL 2023 Q4 Earnings Call (Subtitle Translation)
    AMD 2023 Q4 Earnings Call (Subtitle Translation)
    ...
    Translated
    Get rewards by predicting the price movement after earnings reports
    Get rewards by predicting the price movement after earnings reports
    Get rewards by predicting the price movement after earnings reports
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    The notable remarks made by Tesla executives such as Elon Musk at the Tesla 2023/Q4 financial results briefing held on the morning of 1/25 (Thursday) Japan time were summarized on a slide in response to questions from investors.
    $Tesla (TSLA.US)$
    Translated
    Summary of Elon Musk's notable remarks at Tesla's 2023 Q4 financial results briefing
    Summary of Elon Musk's notable remarks at Tesla's 2023 Q4 financial results briefing
    Summary of Elon Musk's notable remarks at Tesla's 2023 Q4 financial results briefing
    $MSFT Microsoft's financial results for the 4th quarter of 2023 were announced earlier, so I'll tell you right away Pow ❗️
    ⭐️ Sales of 56.2 billion dollars (forecast 55.5 billion dollars), YoY +8%
    ☑️ Breakdown
    Productivity and Business Processes +10%, Office Commercial +12%, Office Consumer +3%, LinkedIn +5%, Cloud +15%, Azure +26%, Products - 1%, PC-related - 4%, Windows - 5%, Device - 20%, Advertising +3% Game +1%
    ⭐️ EPS 2.69$ (pre-2.55), YoY +21% (continued)
    💡 Brother Pow's impression
    Microsoft wasn't bad either, and since some good things were factored in, the stock price has dropped slightly, but the content is strong, and PER is already returning 37 times to the level it was set to after COVID-19, so it's also being sold. The fact that cloud services are growing steadily, and after all, the fact that they are doing 9.7 billion dollars in stock buybacks and dividends alone is a tremendous boon. Overall, the content was reassuring and good for long-term holders.
    riso...
    Translated
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