$Honda Motor (7267.JP)$ At this timing, buying 1.2 trillion of own shares! It's the greatness of the financial officer, right? It's a challenging situation, but we will overcome it... The race is far from over.

$Micron Technology (MU.US)$
Micron achieved strong performance in the first quarter of 2025.
• Earnings Per Share: $1.79
• Revenue: $8.71 billion
However, the guidance for the 2nd quarter was bearish (due to weak pricing and sluggish demand for PCs/Smart Phones), causing $MU to drop by 13%.
Rosenblatt remains uncompromising, still targeting $250 (+184%) as its goal.
What is your position? Are you Bullish or Bearish? 🤔

$Micron Technology (MU.US)$
Micron has dropped 40% in the last six months. The 1Q financial results have been released, so I'll explain it. The reason for the recent decline again is that the 2Q forecast fell below the market forecast. It's better than last year, though. Meanwhile, management has previously mentioned that they expect record high profits for 2025/8, and I think so too. That's because NAND is weak, but HBM is doing well. On the other hand, it would be difficult to make money with Micron in the short term. If I can wait until 2025/12, I think I can buy it.
■Business content
・The world's leading manufacturer of DRAM and NAND flash memory
・In DRAM in particular, it has the 3rd largest market share in the world after SK Hynix and Samsung
■2024/1Q (September-November) results
・Sales: 8.709 billion dollars (up 84% from the same period last year)
・EPS: $1.79 (converted to surplus from a deficit of $0.95 in the same period last year)
・The main DRAM business saw a 20% increase in sales compared to the previous quarter
・Quantity (based on recording capacity): 10% increase in the first half
・Price: increase in the latter half of the single-digit range
・Both quantity and price of NAND flash fell, and sales decreased 5% from the same period
■Future Prospects (2024/12-2)
· Sales: 7...

$NVIDIA (NVDA.US)$
Investment firm Wedbush Securities stated that the sudden sell-off in the stock market caused by the Federal Reserve on Wednesday is nothing more than a "buying opportunity".
The company's analyst wrote in a note to clients, "Given the investment we've made in investors in this F-connection over the past few years, this sell-off is just a buying opportunity to own the winners of technology ready to play in the robust AI revolution by 2025." "After missing out on the historic technology rally, as the bears emerge from hibernation, we will see more bumpy days (FRB, concerns about Trump's tariffs)... However, ultimately, there will be no shifting of the soft landing needle for risk assets against the backdrop of a bullish trend."
SoftBank's Big Bet
The company, SoftBank (OTCPK: SFTBY), announced that its founder Masayoshi Son will invest $100 billion in the USA over the next four years, among other things, towards 2025, three "important...

$NVIDIA (NVDA.US)$
Bloomberg News reported Wednesday on NVIDIA as a story about people familiar with the situation (NVDAIt was reported that the AI startup company Perplexity AI, which is supported by), has completed a funding round of 0.5 billion dollars, and the valuation value has tripled to 9 billion dollars.
This funding round was led by Institutional Venture Partners and completed earlier this month.
Perplexity AI declined to comment on this report.
This year, Perplexity's valuation soared in line with the AI industry's bullish wave. The company, which had a valuation value of 1 billion dollars in April, received investment from the SoftBank Group in June and rapidly increased its valuation to 3 billion dollars.
In October, There have been reports that Perplexity is in the process of raising funds to raise approximately 0.5 billion dollars to more than double the valuation value to 8 billion dollars or more.
Artificial intelligence startups supported by Jeff Bezos have built search engines equipped with AI, and in the search field...

$Micron Technology (MU.US)$
Micron Technology, Inc.'s stock price dropped by approximately 15% after the announcement of first-quarter performance due to market perception of weakening outlook for the second quarter.
The company points out that the response to AI innovation in the consumer end market has been slower than initially expected, leading to a need to reduce NAND equipment investment as NAND average selling prices decline.
On the other hand, there is a sharp increase in demand for datacenters utilizing AI, with datacenter revenue in the first quarter increasing by 400% compared to the previous year.
The company expects the annual $100 billion market opportunity in the High Bandwidth Memory (HBM) market to be achieved by 2030 with a CAGR of approximately 36%.
MU stocks are trading at an unbelievably cheap price-to-earnings ratio of about 7 times, making them a great buy in the soaring stock market.

$NVIDIA (NVDA.US)$
Latest information on GB300 and GB200
* GB300: Scheduled for release in the second half of next year. VR200 will follow.
GB200: The biggest challenge is the supply shortage of Amphenol connectors. The supply volume is expected to be limited next year. Although 4k racks were planned to be supplied in 2025 Q1 and 6k racks in Q2, achieving the annual goal of 50k racks is difficult due to very high demand for GB200. NV Corporation is considering resuming production of B200 and redirecting some production capacity to GB200.
GB300 is an improved version of GB200:
HBM is upgraded from 8Hi to 12Hi, increasing the memory capacity from 192GB to 288GB.
CX switches are being upgraded from CX7 to CX8.
By adopting socket design, it is possible to sell GPUs individually and avoid monopoly issues.
The board uses bianca, integrating GPU, CPU, and CX7.
A large board is also planned to be provided as a reference design.
The CPU can be changed to Intel, and the CX7 can be changed to Astera Labs or AVGO.
...

$NVIDIA (NVDA.US)$
nvda.ws/3VKi2sG

$NVIDIA (NVDA.US)$
The market is closely tracking the progress of NVIDIA's GB200 rack-mount solutions, so TrendForce's latest research indicates that additional time is needed for supply chain optimization and adjustments. This is mainly due to the higher design specifications of the GB200 rack, including requirements for high-speed interconnection interfaces and Thermal Design Power (TDP), significantly exceeding market standards. As a result, TrendForce predicts a low likelihood of mass production and peak shipments occurring from the second to third quarter of 2025.
The NVIDIA GB Rack Series, including GB200 and GB300 models, is recommended for large CSPs due to their more complex technology and higher production costs. Other potential users include Tier-2 data centers, national main...