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Ahead of Nvidia's earnings, I have been selling underperforming stocks and here is how the current portfolio looks!
Last night, I was only targeting a little, $NVIDIA (NVDA.US)$ but it was filled at $116.89!
Well, will it be good fortune or bad fortune...
Thank you for today too!
Last night, I was only targeting a little, $NVIDIA (NVDA.US)$ but it was filled at $116.89!
Well, will it be good fortune or bad fortune...
Thank you for today too!
Translated
![Good morning!](https://sgsnsimg.moomoo.com/sns_client_feed/182721139/20240830/4d2bd84b5679c9bab6b0a957e602ba92.jpg?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
Observations on the 2Q earnings announcement of NVDA earlier.
While there were high expectations from investors for this earnings announcement, there was disappointment due to the lack of positive surprises.
After the earnings report, in the post-market trading, the company's stock price has fallen by about 7% at 8 a.m. Japan time.
A calm judgment is required for the future prospects of NVDA. The most important thing to consider when thinking about the future of NVIDIA can be summarized in three letters.
Those three letters are "ROI" (Return On Investment), which refers to the return on investment. In other words, it is about whether companies building AI infrastructure such as AMZN and GOOGL and other buyers of NVDA GPUs are getting sufficient return on their significant AI investments and whether they are deemed worthy of continuing to invest in.
NVDA's CEO, Mr. Huang, has expressed an optimistic view on this matter. In a conference call with analysts during the earnings announcement, he stated that people who are investing in NVDA's infrastructure are finding great value in their investment...
Observations on the 2Q earnings announcement of NVDA earlier.
While there were high expectations from investors for this earnings announcement, there was disappointment due to the lack of positive surprises.
After the earnings report, in the post-market trading, the company's stock price has fallen by about 7% at 8 a.m. Japan time.
A calm judgment is required for the future prospects of NVDA. The most important thing to consider when thinking about the future of NVIDIA can be summarized in three letters.
Those three letters are "ROI" (Return On Investment), which refers to the return on investment. In other words, it is about whether companies building AI infrastructure such as AMZN and GOOGL and other buyers of NVDA GPUs are getting sufficient return on their significant AI investments and whether they are deemed worthy of continuing to invest in.
NVDA's CEO, Mr. Huang, has expressed an optimistic view on this matter. In a conference call with analysts during the earnings announcement, he stated that people who are investing in NVDA's infrastructure are finding great value in their investment...
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$NVIDIA (NVDA.US)$ 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.
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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.
◆ 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.
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![](https://usliveimg.moomoo.com/2024082210415169f05133.png/thumb)
Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 28 16:00
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$Tesla (TSLA.US)$ $Trump Media & Technology (DJT.US)$
Trump will be interviewed by Musk for August 12 at 8:00 PM ET /August 13 at 8:00 AM SGT /August 13 at 10:00 AM AEST. Subscribe to join the live NOW!
Musk noted that his interview with Trump will be "an impromptu interview with no restrictions on subject matter."
Disclaimer:
This presentation is for information and educational use only and is not a recommendation or endorsement of any particular in...
Trump will be interviewed by Musk for August 12 at 8:00 PM ET /August 13 at 8:00 AM SGT /August 13 at 10:00 AM AEST. Subscribe to join the live NOW!
Musk noted that his interview with Trump will be "an impromptu interview with no restrictions on subject matter."
Disclaimer:
This presentation is for information and educational use only and is not a recommendation or endorsement of any particular in...
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Donald Trump's Interview with Elon Musk
Aug 12 19:00
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$Tesla (TSLA.US)$ A financial results briefing for the 2nd quarter of 2024 is scheduled to be held at 6:30 a.m. on 2024/7/24 (Wednesday) Japan time. This briefing sessionIn subtitle translation formatIt will be distributed. 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.
◆ 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.
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![](https://usliveimg.moomoo.com/20240718150821abe94e.png/thumb)
Tesla 2024 Q2 financial results briefing (subtitle translation)
Jul 23 16:30
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$BYD COMPANY (01211.HK)$
It has been reported that the Chinese EV division other than BYD, Ideal Auto, and Tesla is in the red.
EVs are reported like Owakon, but there's no way they will be profitable rather than saying good or bad.
Whereas existing manufacturers sell millions of units, there is no way that most new EV manufacturers will be in surplus on a scale of tens of thousands to hundreds of thousands of units.
They only have 2 choices: sell at least 1 million units or perish, and there is no middle ground.
There is no option such as selling at a price where profits can be raised steadily.
It has been reported that the Chinese EV division other than BYD, Ideal Auto, and Tesla is in the red.
EVs are reported like Owakon, but there's no way they will be profitable rather than saying good or bad.
Whereas existing manufacturers sell millions of units, there is no way that most new EV manufacturers will be in surplus on a scale of tens of thousands to hundreds of thousands of units.
They only have 2 choices: sell at least 1 million units or perish, and there is no middle ground.
There is no option such as selling at a price where profits can be raised steadily.
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$NVIDIA (NVDA.US)$ $Tesla (TSLA.US)$ $Taiwan Semiconductor (TSM.US)$
I don't know the financial results
But now it's much easier to understand. NB is buying back a few percent. As a result, it seems that I'm glad they didn't sell at all
I don't want SMCI to do anything strange on SQ day. I'm bothered pretty much all the time![]()
I don't know the financial results
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