$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of fiscal year 2025 is scheduled to be held at 6:00 a.m. on 2024/8/29 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If damage is suffered due to translated content, we are not responsible for such damage. Please keep this in mind when watching.

$Taiwan Semiconductor (TSM.US)$ofStrong performancethat's it. Sales for June, which were announced on 7/10, increased by 32.9% compared to the same month last year, and hit a record high in the same month.In April-6, sales increased 40% from the same period last year, which greatly exceeded market expectations of 35.5% increase. What is the strong performance of TSMC, the world's largest foundry (semiconductor contract manufacturing) companyIt simply suggests that the AI investment boom continuesI'll do it.
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...

$Tempus AI (TEM.US)$
I want AI to be used to reduce doctors' misdiagnoses and oversights
If AI can be used to save lives and reduce pain and suffering that can be cured, businesses you would want to invest more and more in
A world where two types of diagnosis with a doctor's eye are standard based on basic diagnosis using AI will be realized in the near future
In Japan, at the moment $Tempus AI (TEM.US)$ Only MOOMOO and 1 other company can buy shares.
$SoftBank Group (9984.JP)$ SBTempus's business in Japan, which is created as a joint venture with, has already begun.
It's going to spread as fast as it was with broadband

1. Nvidia's total revenue for the April first quarter is expected to be $24 billion, while datacenter (DC) revenue is expected to be $21 billion.
2. Citi expects total revenue to be around $26 billion and DC revenue to be around $23 billion.
3. For the July period, Citi expects revenue to be $27.5 billion, compared to market estimates of $26.5 billion and buyer estimates of about $28 billion.
4. Citi expects sales to increase slightly compared to the previous quarter, before the increase in GB200 sales in the first half of 2025, with increasing sales volume, shortened H100 lead times, and normalized gross profit margins.
$NVIDIA (NVDA.US)$

Major rice chip company $NVIDIA (NVDA.US)$ will invest in Wave Technologies, a British autonomous driving technology startup, and participate in the company's 1.05 billion dollar funding round.
$SoftBank Group (9984.JP)$ It is led by and is an existing investor in Wave $Microsoft (MSFT.US)$ will invest more money. The company has not disclosed the latest valuation.
The current capital investment emphasizes investors' continued demand for artificial intelligence, and is supporting the autonomous vehicle industry. The industry has experienced setbacks over the past few years in convincing regulators about the safety of driverless cars.
Alex Kendall (Alex Kendall), CEO of Wave, said in an interview at its headquarters in London that the company has received investment interest from multiple car companies, but has decided not to give up on the option of cooperating with one manufacturer in the future. Furthermore, since this technology is installed in automobiles, self...

$Apple (AAPL.US)$A financial results briefing for the 2nd quarter of fiscal year 2024 is scheduled to be held at 6:00 a.m. on 5/3 (Friday) Japan time. This briefing sessionSubtitle translation formatIt will be distributed by If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.

$NVIDIA (NVDA.US)$
If it ends at 775 today, I expect it to be above 780 next week.
I expect it to be so at the moment, but even if it were to drop to 770 this week, I don't think it will end below 765, based on end-of-day values, as some self-important person says.
Because if it were to reach around 761, it would have already reached that stock price without dropping 1-2 days ago. (It hasn't happened, has it?)
Even if you understand the macroeconomy, you may not have a sense of the individual market.