$NVIDIA (NVDA.US)$
For a company that has been profitable so far, despite not being particularly expensive, it fell short of expectations with a 94% increase compared to the previous period.
For heavily deficit companies, ultra-high-priced stocks have skyrocketed even further due to a slight reduction in deficits.
That's how it is with U.S. stocks 😁
For a company that has been profitable so far, despite not being particularly expensive, it fell short of expectations with a 94% increase compared to the previous period.
For heavily deficit companies, ultra-high-priced stocks have skyrocketed even further due to a slight reduction in deficits.
That's how it is with U.S. stocks 😁
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mackey1979
commented on
$NVIDIA (NVDA.US)$
When major broadcasting companies come up with complaints, there are definitely people who want the stock price to drop, so it is like a signal that it will surely decrease no matter what. Could it be a pattern to completely recover the decrease from the significant drop before the earnings announcement?
When major broadcasting companies come up with complaints, there are definitely people who want the stock price to drop, so it is like a signal that it will surely decrease no matter what. Could it be a pattern to completely recover the decrease from the significant drop before the earnings announcement?
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mackey1979
voted
Nvidia's ai chip GPU is equipped with a special type of memory known as high-bandwidth memory (HBM) to accelerate AI workloads. $Micron Technology (MU.US)$ ), is one of the companies supplying this chip to graphics card specialists. Micron's management mentioned in the June earnings call that the company expects to generate 'hundreds of millions of dollars' in HBM revenue in the 2024 fiscal year ending this month, and then 'generate several billion dollars of HBM revenue in the 2025 fiscal year'.
It is noteworthy that Micron has sold out the HBM capacity for 2024 and 2025. However, the company is expanding its customer base and aiming to gain a larger share in this market by developing HBM chips that provide higher electrical utilities and efficiency.
This significant growth in the HBM market...
It is noteworthy that Micron has sold out the HBM capacity for 2024 and 2025. However, the company is expanding its customer base and aiming to gain a larger share in this market by developing HBM chips that provide higher electrical utilities and efficiency.
This significant growth in the HBM market...
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$Super Micro Computer (SMCI.US)$
As long as they do not stop the discount sale aimed at expanding their market share, eps is likely to continue to miss. If there were no discounts, eps would have been easily cleared. But why do neither analysts nor the company revise their financial estimates for eps?
As long as they do not stop the discount sale aimed at expanding their market share, eps is likely to continue to miss. If there were no discounts, eps would have been easily cleared. But why do neither analysts nor the company revise their financial estimates for eps?
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mackey1979
liked
$Micron Technology (MU.US)$
I always think, but guidance is not necessary.
You can just throw out random high numbers.
Why is the assumption always so intense each time?
Regarding what others do, becoming overly sensitive is a troublesome outsider every time.
Be honest with "market participants" and "investors".
Are you trying to be honest...
Because these guys are tricky, better speak on the high side.
They must sleep with a lot of pillows 😴
No one knows what the future holds.
Who do you think you are, saying "It's not what I expected" like a child?
I always think, but guidance is not necessary.
You can just throw out random high numbers.
Why is the assumption always so intense each time?
Regarding what others do, becoming overly sensitive is a troublesome outsider every time.
Be honest with "market participants" and "investors".
Are you trying to be honest...
Because these guys are tricky, better speak on the high side.
They must sleep with a lot of pillows 😴
No one knows what the future holds.
Who do you think you are, saying "It's not what I expected" like a child?
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mackey1979
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
I have just spoken with the company executives of the chemical manufacturer that produces chemicals used in the semiconductor manufacturing process.
When asked about the amount of orders from equipment manufacturers in the previous and subsequent processes and responded that business is going very well, the chemical manufacturer mentioned that they are not as busy.
Is it because it's still the beginning of a big cycle that there is variability?
I have just spoken with the company executives of the chemical manufacturer that produces chemicals used in the semiconductor manufacturing process.
When asked about the amount of orders from equipment manufacturers in the previous and subsequent processes and responded that business is going very well, the chemical manufacturer mentioned that they are not as busy.
Is it because it's still the beginning of a big cycle that there is variability?
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mackey1979
voted
moomoo users, good morning!![]()
Here are the key points of the early morning report today.
●【Tokyo Stock Market Forecast Range】9900-9600 yen (+0.03%) to 360.03 yen (-0.04%) (closing price on the 19th: 360.36 yen)
●The US Federal Reserve kept the policy interest rate unchanged, maintaining the expectation of three interest rate cuts by the end of the year
S&P500 hits record high for consecutive days, with the dollar plunging to the 151 yen level - the largest drop since March.
The US Department of Justice is expected to sue Apple on the 21st - alleging violations of antitrust laws.
Reddit sets IPO price at $34, aiming for the upper end of the target range.
SEC investigates Ethereum Foundation, possibly tightening regulations on cryptocurrencies.
Tesla to implement price increases for 'Model Y' in China.
Opportunity for new players as NVIDIA opens up.
- Moomoo News Kathy
Market Overview
In the U.S. stock market on the 20th, the Dow Jones Industrial Average closed 401.37 cents higher than the previous trading day at $13.03 million9512, marking the third consecutive rise. The Nasdaq Composite Index closed at 0.01 million6369.408, up 202.617 points. On the 21st, the Tokyo stock market continued the risk-on trend, with the Nikkei Stock Average at ¥0.04 million...
●【Tokyo Stock Market Forecast Range】9900-9600 yen (+0.03%) to 360.03 yen (-0.04%) (closing price on the 19th: 360.36 yen)
●The US Federal Reserve kept the policy interest rate unchanged, maintaining the expectation of three interest rate cuts by the end of the year
S&P500 hits record high for consecutive days, with the dollar plunging to the 151 yen level - the largest drop since March.
The US Department of Justice is expected to sue Apple on the 21st - alleging violations of antitrust laws.
Reddit sets IPO price at $34, aiming for the upper end of the target range.
SEC investigates Ethereum Foundation, possibly tightening regulations on cryptocurrencies.
Tesla to implement price increases for 'Model Y' in China.
Opportunity for new players as NVIDIA opens up.
- Moomoo News Kathy
Market Overview
In the U.S. stock market on the 20th, the Dow Jones Industrial Average closed 401.37 cents higher than the previous trading day at $13.03 million9512, marking the third consecutive rise. The Nasdaq Composite Index closed at 0.01 million6369.408, up 202.617 points. On the 21st, the Tokyo stock market continued the risk-on trend, with the Nikkei Stock Average at ¥0.04 million...
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$NVIDIA (NVDA.US)$
Since the automatically generated AI program is a system that specializes in NVIDIA, I don't think it can be easily replaced by AMD, INTEL, or in-house chips. Considering the trouble of having to create and change the program mechanism in order for it to work well, I think it's a situation where we have no choice but to order from NVIDIA in the near future. I think it's going to be around $1,250 within 2025.
Since the automatically generated AI program is a system that specializes in NVIDIA, I don't think it can be easily replaced by AMD, INTEL, or in-house chips. Considering the trouble of having to create and change the program mechanism in order for it to work well, I think it's a situation where we have no choice but to order from NVIDIA in the near future. I think it's going to be around $1,250 within 2025.
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mackey1979
liked
USA 2024/1/29
Information on American stock holdings
Information on American stock holdings
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![Will the US stock market fluctuate this week due to the January FOMC and Magnificent Seven financial results [audio version]](https://sgsnsimg.moomoo.com/2024012900000638e34412d0659.jpg/thumb)
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