Mackye
liked
According to an article in the Nikkei newspaper, it was revealed on the 3rd that the US Department of Justice has launched an investigation into the American semiconductor giant, Nvidia. Bloomberg reported that the Department of Justice has sent a subpoena to gather evidence with a potential antitrust lawsuit in mind. Is Bloomberg's report accurate, or is it true, as stated in this article from [Min-kabu], that Nvidia has not received a warrant from the Department of Justice? I would like to know which is the case. Reports related to stocks often include articles like this one from Bloomberg, which can be described as 'sensationalist,' and cause the stock price to fluctuate subtly. We as individual investors are sometimes bewildered by these articles and may make mistakes in judgment, resulting in losses. If Bloomberg's article is incorrect, what will be the responsibility? Also, is it appropriate for the Nikkei newspaper to pick up and disseminate Bloomberg's report as an article? Is it permissible for articles related to stocks to be reported without adequate verification? Or is Nvidia lying?
Translated
Nvidia has not received a document submission order from the US Department of Justice = individual US stock.
10
5
Mackye
liked
$NVIDIA (NVDA.US)$
The public opinion before the revolution is indeed full of anxiety and suspicion. Just like in the pre-internet era, who could have imagined that personal computers would be so widely used, and everyone seems obsessed with iPhones, gazing at them every day. It's just normal now.
A few decades ago, it was completely unimaginable, that such a time would come! We used to say things like that, right?
And now that nvidia has emerged. Can you endure until it permeates public opinion?
Amazon, Microsoft, Google, Meta, healthcare, manufacturing, consumers, etc. Especially if consumers do not feel amazing, a huge profit and industrial revolution will not occur.
Corporations grow after twists and turns. Of course, many companies also experience setbacks, and most will be that way.
Have you studied the investment targets? Have you found a company to entrust your precious gold 💰, almost as important as your life?
What if you lose? Well, let's give up. It's up to you whether it's not suitable for investment, take it as a learning experience and apply it to the next, it's up to you.
I believe in the industrial revolution and innovation that comes once every 50 years. It's romantic, isn't it?
Let's go on a time machine and go 10 years ahead and see♪ Look, back then! Buy and...
The public opinion before the revolution is indeed full of anxiety and suspicion. Just like in the pre-internet era, who could have imagined that personal computers would be so widely used, and everyone seems obsessed with iPhones, gazing at them every day. It's just normal now.
A few decades ago, it was completely unimaginable, that such a time would come! We used to say things like that, right?
And now that nvidia has emerged. Can you endure until it permeates public opinion?
Amazon, Microsoft, Google, Meta, healthcare, manufacturing, consumers, etc. Especially if consumers do not feel amazing, a huge profit and industrial revolution will not occur.
Corporations grow after twists and turns. Of course, many companies also experience setbacks, and most will be that way.
Have you studied the investment targets? Have you found a company to entrust your precious gold 💰, almost as important as your life?
What if you lose? Well, let's give up. It's up to you whether it's not suitable for investment, take it as a learning experience and apply it to the next, it's up to you.
I believe in the industrial revolution and innovation that comes once every 50 years. It's romantic, isn't it?
Let's go on a time machine and go 10 years ahead and see♪ Look, back then! Buy and...
Translated
64
7
Mackye
voted
$NVIDIA (NVDA.US)$ On August 28th, Nvidia is scheduled to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market (morning of August 29th Japan time).On August 28thAfter the closing of the U.S. stock market on August 28th (morning of August 29th Japan time)for the second quarter of fiscal year 2025In the semiconductor industry for artificial intelligence (AI), while maintaining a dominant positionCan they exceed market expectations and demonstrate impressive growth and performance?Please predict and vote on the closing price of Nvidia on the next business day after the earnings announcement!
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
Translated
165
749
Mackye
liked
NVIDIA CEO Jensen Huang admitted the issues with the design of the next-generation Blackwell chip and explained its development in an exclusive interview with Bloomberg's Ed Ludlow. $NVIDIA (NVDA.US)$
Translated
14
Mackye
liked
🚀 Buckle up for upcoming PDUFAs in September! 👇
$Travere Therapeutic (TVTX.US)$ : FILSPARI (Sparsentan)
$Avadel Pharmaceuticals (AVDL.US)$ : LUMRYZ (FT218)
$Iterum Therapeutics (ITRM.US)$ : Sulopenem - AdCom 🗓️
$Sanofi (SNY.US)$ & $Regeneron Pharmaceuticals (REGN.US)$ : Dupixent
$Vanda Pharmaceuticals (VNDA.US)$ : Tradipitant
$Zevra Therapeutics (ZVRA.US)$ : Arimoclomol
$Heron Therapeutics (HRTX.US)$ : ZYNRELEF® Vial Access Needle
$Merck & Co (MRK.US)$ : KEYTRUDA+ chemotherapy
$Bristol-Myers Squibb (BMY.US)$ : KarXT (...
$Travere Therapeutic (TVTX.US)$ : FILSPARI (Sparsentan)
$Avadel Pharmaceuticals (AVDL.US)$ : LUMRYZ (FT218)
$Iterum Therapeutics (ITRM.US)$ : Sulopenem - AdCom 🗓️
$Sanofi (SNY.US)$ & $Regeneron Pharmaceuticals (REGN.US)$ : Dupixent
$Vanda Pharmaceuticals (VNDA.US)$ : Tradipitant
$Zevra Therapeutics (ZVRA.US)$ : Arimoclomol
$Heron Therapeutics (HRTX.US)$ : ZYNRELEF® Vial Access Needle
$Merck & Co (MRK.US)$ : KEYTRUDA+ chemotherapy
$Bristol-Myers Squibb (BMY.US)$ : KarXT (...
9
4
Mackye
liked
🚨 This Week’s PDUFAs:
$Regeneron Pharmaceuticals (REGN.US)$ : 🤔
⇨ Linvoseltamab
‣ Multiple myeloma
‣ PDUFA: 8/22/24 (BLA)
🗓️ Last Week’s PDUFAs:
$Gilead Sciences (GILD.US)$ : Approved 8/14 🎉
⇨ Livdelzi (Seladelpar)
‣ Primary biliary cholangitis (PBC)
‣ PDUFA: 8/14/24 (NDA)
$Ascendis Pharma A/S (ASND.US)$ : Approved 8/12 🎉
⇨ YORVIPATH (palopegteriparatide)
‣ Hypoparathyroidism
‣ PDUFA: 8/14/24 (NDA)
$Syndax Pharmaceuticals (SNDX.US)$ & $Incyte (INCY.US)$ : Approved 8/14 🎉
⇨ Nikt...
$Regeneron Pharmaceuticals (REGN.US)$ : 🤔
⇨ Linvoseltamab
‣ Multiple myeloma
‣ PDUFA: 8/22/24 (BLA)
🗓️ Last Week’s PDUFAs:
$Gilead Sciences (GILD.US)$ : Approved 8/14 🎉
⇨ Livdelzi (Seladelpar)
‣ Primary biliary cholangitis (PBC)
‣ PDUFA: 8/14/24 (NDA)
$Ascendis Pharma A/S (ASND.US)$ : Approved 8/12 🎉
⇨ YORVIPATH (palopegteriparatide)
‣ Hypoparathyroidism
‣ PDUFA: 8/14/24 (NDA)
$Syndax Pharmaceuticals (SNDX.US)$ & $Incyte (INCY.US)$ : Approved 8/14 🎉
⇨ Nikt...
8
Mackye
liked
🚨 This Week’s PDUFA:
$Humacyte (HUMA.US)$ : 🤔
⇨ Human Acellular Vessel (HAV)™
‣ Vascular Trauma
‣ PDUFA: 8/10/24 (BLA)
🗓️ Last Week’s AdCom & PDUFAs:
$Zevra Therapeutics (ZVRA.US)$ : Favorable AdCom 👍
🗳️ 11-5 votes in favor
⇨ Arimoclomol
‣ Niemann-Pick disease type C
‣ AdCom: 8/2/24 (NDA)
$Adaptimmune Therapeutics (ADAP.US)$ : Approved 🎉
⇨ TECELRA (afamitresgene autoleucel)
‣ Synovial sarcoma
‣ PDUFA: 8/4/24 (BLA)
$GlaxoSmithKline (GSK.US)$ : Approved 🎉
⇨ Jemperli
‣ Endometria...
$Humacyte (HUMA.US)$ : 🤔
⇨ Human Acellular Vessel (HAV)™
‣ Vascular Trauma
‣ PDUFA: 8/10/24 (BLA)
🗓️ Last Week’s AdCom & PDUFAs:
$Zevra Therapeutics (ZVRA.US)$ : Favorable AdCom 👍
🗳️ 11-5 votes in favor
⇨ Arimoclomol
‣ Niemann-Pick disease type C
‣ AdCom: 8/2/24 (NDA)
$Adaptimmune Therapeutics (ADAP.US)$ : Approved 🎉
⇨ TECELRA (afamitresgene autoleucel)
‣ Synovial sarcoma
‣ PDUFA: 8/4/24 (BLA)
$GlaxoSmithKline (GSK.US)$ : Approved 🎉
⇨ Jemperli
‣ Endometria...
6
Mackye
liked
$SPDR S&P Biotech ETF (XBI.US)$
» Is this a smid-cap biopharma buying opportunity? 🤔
Stock market sell-off, e.g., $NASDAQ, started late last week on weak jobs data
XBI/smid-cap biopharma were part of sell-off
But..
» Is this sell-off justified for smid-cap biopharma?
» Is this a buying opportunity for smid-cap biopharma?
💡 Lower economic/jobs data = more likely entering lowering interest rate cycle for Fed Reserve
Usually go...
» Is this a smid-cap biopharma buying opportunity? 🤔
Stock market sell-off, e.g., $NASDAQ, started late last week on weak jobs data
XBI/smid-cap biopharma were part of sell-off
But..
» Is this sell-off justified for smid-cap biopharma?
» Is this a buying opportunity for smid-cap biopharma?
💡 Lower economic/jobs data = more likely entering lowering interest rate cycle for Fed Reserve
Usually go...
1
Mackye
liked
$NVIDIA (NVDA.US)$
って、ジムクレイマーと☆ラジエル☆言ってました。
このまま、利益出し続けたら23倍未満のバリエーションになる。こんな株を売ってはならないし、結局投資家は帰って来る。痛みを我慢して売らない方が良い
いずれ売り手が出ないバリエーションに到着する。売るなって事です。
我慢。我慢。株は我慢料
って、ジムクレイマーと☆ラジエル☆言ってました。
このまま、利益出し続けたら23倍未満のバリエーションになる。こんな株を売ってはならないし、結局投資家は帰って来る。痛みを我慢して売らない方が良い
いずれ売り手が出ないバリエーションに到着する。売るなって事です。
我慢。我慢。株は我慢料
15
2