$NVIDIA (NVDA.US)$ Tonight is a buying opportunity.
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Qualcomm expects annual revenue to expand by 22 billion dollars - entering new markets.
November 20, 2024 8:58 AM JST
Qualcomm, the world's largest supplier of processors for smartphones, indicated that by entering new markets, its annual revenue is expected to expand to $22 billion (approximately 3.4 trillion yen) by fiscal year 2029.
The company executives mentioned at a presentation in New York on the 19th that an annual increase of $8 billion in automotive semiconductors and $14 billion in the Internet of Things (IoT) category is expected with the entry into automotive semiconductors.
Chris Azmon, who took office in 2021 as CEO, aims to expand the company's focus areas beyond just smart phones. As part of this effort, for many yearsintelthe sales of processors for PCs, which have been dominant, are also being considered.
Due to the prospect of losing one of its biggest customers, Apple, Qualcomm is facing increased pressure to diversify its business further. Apple is developing its own wireless connection components and plans to replace Qualcomm's products with its own.
November 20, 2024 8:58 AM JST
Qualcomm, the world's largest supplier of processors for smartphones, indicated that by entering new markets, its annual revenue is expected to expand to $22 billion (approximately 3.4 trillion yen) by fiscal year 2029.
The company executives mentioned at a presentation in New York on the 19th that an annual increase of $8 billion in automotive semiconductors and $14 billion in the Internet of Things (IoT) category is expected with the entry into automotive semiconductors.
Chris Azmon, who took office in 2021 as CEO, aims to expand the company's focus areas beyond just smart phones. As part of this effort, for many yearsintelthe sales of processors for PCs, which have been dominant, are also being considered.
Due to the prospect of losing one of its biggest customers, Apple, Qualcomm is facing increased pressure to diversify its business further. Apple is developing its own wireless connection components and plans to replace Qualcomm's products with its own.
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$Timee (215A.JP)$ It might take some time to dispel the image of being the boss of dark part-time jobs.
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$Micron Technology (MU.US)$ It is weak for a correction after such a decline.
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$Nissan Motor (7201.JP)$ Why does it go up the day after I cut the loss?
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$Arm Holdings (ARM.US)$ Do you feel like committing suicide with qualcomm?
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$Micron Technology (MU.US)$
The earnings of MU, a candidate for the next leading stock in the AI sector, have been released. It fell due to not exceeding the expectations of greedy investors, but the content is completely fine.![]()
After the earnings announcement, it dropped by up to 8% in the after-hours, but is expected to quickly recover. Compared to the 20% earnings drop of DELL, it's like nothing. In other words, it's a good opportunity to buy at a reasonable dip. I already have an acquisition cost of $135, so it's a chance to lower the average acquisition cost. I hope it drops a little more during regular trading hours. Get ready to add more funds for buying.
The concern is the impact on other semiconductor-related stocks. Japanese semiconductor stocks are also being affected and are currently declining. Can we avoid a correction for a while, including NVDA?
The earnings of MU, a candidate for the next leading stock in the AI sector, have been released. It fell due to not exceeding the expectations of greedy investors, but the content is completely fine.
After the earnings announcement, it dropped by up to 8% in the after-hours, but is expected to quickly recover. Compared to the 20% earnings drop of DELL, it's like nothing. In other words, it's a good opportunity to buy at a reasonable dip. I already have an acquisition cost of $135, so it's a chance to lower the average acquisition cost. I hope it drops a little more during regular trading hours. Get ready to add more funds for buying.
The concern is the impact on other semiconductor-related stocks. Japanese semiconductor stocks are also being affected and are currently declining. Can we avoid a correction for a while, including NVDA?
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Nintendo's stock price was hit hard by the company warning of a sharp decline in profits and suggesting the possibility that the next-generation game console Switch would not be sold until 2025, and recorded the biggest decline in the past month or more. President Shuntaro Furukawa stated via social media that Nintendo plans to release the 7-year-old Switch next year, but that announcement will not be made at the next Nintendo Direct. In response to this news, Nintendo shares fell 4.9% in the Tokyo Stock Exchange.
Prior to this, Nintendo anticipated a 19% decrease in sales and a 24% decrease in operating profit for the fiscal year ending 2025/3 to 400 billion yen, which exceeded market expectations.
Mr. Eiji Maeda, an analyst at SMBC Nikko Securities, pointed out that Mr. Furukawa's statement suggests that sales of next-generation hardware are at the earliest until 2025. He said, “The sales volume of 13.5 million Switch units, which is Nintendo's target for this fiscal year, seems difficult until next-generation consoles are released.”
According to the quarterly report for March this year, Nintendo's operating profit fell 31% to 64.5 billion yen, a sharp drop more than expected. Headquartered in Kyoto...
Prior to this, Nintendo anticipated a 19% decrease in sales and a 24% decrease in operating profit for the fiscal year ending 2025/3 to 400 billion yen, which exceeded market expectations.
Mr. Eiji Maeda, an analyst at SMBC Nikko Securities, pointed out that Mr. Furukawa's statement suggests that sales of next-generation hardware are at the earliest until 2025. He said, “The sales volume of 13.5 million Switch units, which is Nintendo's target for this fiscal year, seems difficult until next-generation consoles are released.”
According to the quarterly report for March this year, Nintendo's operating profit fell 31% to 64.5 billion yen, a sharp drop more than expected. Headquartered in Kyoto...
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