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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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Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 28 16:00
Replay 131
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nekkorogasi
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At the moment, $NVIDIA (NVDA.US)$ It has an advantage in terms of profit conditions and transactions with AI companies, but which company's products do you think are superior in the long run?
What's the reason for that?
What's the reason for that?
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$NVIDIA (NVDA.US)$
1 ️ ︎ News content and market reaction
In 2024/8, The Information quoted an anonymous source of information and reported that there was a delay in development of the Blackwell series (B100, B200, GB200), which is Nvidia's next-generation AI GPU. According to this report, there is a possibility that product shipments will be delayed by 3 months or more due to design defects.
The market reaction was immediate, and Nvidia $NVDA's stock price fell approximately 15% in 7 days. This reaction could be said to be excessive considering that the Blackwell series was scheduled to be deployed on a large scale in the first quarter of 2025.
2 ️ ︎ Nvidia's official statement and past comments
Following the report, Nvidia made the following comments to The Verge:
“Nvidia expects production of [B200] chips to 'expand in the second half of 2024'”
This statement does not directly deny reports, but it is a big part of the production plan...
1 ️ ︎ News content and market reaction
In 2024/8, The Information quoted an anonymous source of information and reported that there was a delay in development of the Blackwell series (B100, B200, GB200), which is Nvidia's next-generation AI GPU. According to this report, there is a possibility that product shipments will be delayed by 3 months or more due to design defects.
The market reaction was immediate, and Nvidia $NVDA's stock price fell approximately 15% in 7 days. This reaction could be said to be excessive considering that the Blackwell series was scheduled to be deployed on a large scale in the first quarter of 2025.
2 ️ ︎ Nvidia's official statement and past comments
Following the report, Nvidia made the following comments to The Verge:
“Nvidia expects production of [B200] chips to 'expand in the second half of 2024'”
This statement does not directly deny reports, but it is a big part of the production plan...
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Due to the big crash on 8/5 $Bitcoin (BTC.CC)$It plummeted to 49,000 US dollars at one point. The US stock market has recovered after recording a historic stock crash. Meanwhile, the rebound in Bitcoin prices was slower than the US stock market, and the rise was heavy. On the 20th, it temporarily recovered to the 0.06 million dollar 1000 dollar range again.
The half-life event is closely related to the overall crypto market bull market. Historically, when a half-life occurs, the price of Bitcoinbetween 6 and 12 monthsIt is said that it will rise rapidly and reach a historic high. Looking back on the past two Bitcoin half-lives, after Bitcoin was halved until BTC surpassed the previous all-time high and a new uptrend began, approximately183 or 243 daysThen,There is a possibility that October will be a bull marketThat became clear. Furthermore, historically, average returns were poor in August and September, and October showed historically good performance, especially when it was the year Bitcoin was cut in half.
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US stocks and gold soared, and Bitcoin moved almost flat
US economic indicators were strong, easing concerns about economic deceleration. The US stock market...
The half-life event is closely related to the overall crypto market bull market. Historically, when a half-life occurs, the price of Bitcoinbetween 6 and 12 monthsIt is said that it will rise rapidly and reach a historic high. Looking back on the past two Bitcoin half-lives, after Bitcoin was halved until BTC surpassed the previous all-time high and a new uptrend began, approximately183 or 243 daysThen,There is a possibility that October will be a bull marketThat became clear. Furthermore, historically, average returns were poor in August and September, and October showed historically good performance, especially when it was the year Bitcoin was cut in half.
US economic indicators were strong, easing concerns about economic deceleration. The US stock market...
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This article uses automatic translation for some of its parts
The U.S. Department of Labor Statistics (BLS) announced on the 21st that there is a possibility that the increase in the number of workers in the past year was 28% less than announced. The current correction was drastic for the first time in 15 years, and there is a possibility that the actual state of the economy has weakened more than expected, and although it was pointed out that the Fed's interest rate cut, which is certain to start in September, took a backseat, the market reaction was weak.
The US stock index rose across the board on the 21st, the S&P 500 index rose 0.42%, the Dow rose 0.14%, and the US small cap index and chip stock index rose 1% or more. US bond yields also continued to fall (bond prices rose), $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$It dropped to close to 11 basis points.
![]()
Suggests a drastic slowdown in the labor market
On the 21st, the Bureau of Labor Statistics of the US Department of Labor announced the estimated value of annual revisions for employment statistics for 2024, and the total number of US non-farm payers for 1 year until 2024/3 was 0.818 million, a downward revision of 0.5%.
There was already a strong sense of deceleration in the US labor market, but the actual situation shows that it has cooled down even more.
The official revised value is 25/1...
The U.S. Department of Labor Statistics (BLS) announced on the 21st that there is a possibility that the increase in the number of workers in the past year was 28% less than announced. The current correction was drastic for the first time in 15 years, and there is a possibility that the actual state of the economy has weakened more than expected, and although it was pointed out that the Fed's interest rate cut, which is certain to start in September, took a backseat, the market reaction was weak.
The US stock index rose across the board on the 21st, the S&P 500 index rose 0.42%, the Dow rose 0.14%, and the US small cap index and chip stock index rose 1% or more. US bond yields also continued to fall (bond prices rose), $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$It dropped to close to 11 basis points.
On the 21st, the Bureau of Labor Statistics of the US Department of Labor announced the estimated value of annual revisions for employment statistics for 2024, and the total number of US non-farm payers for 1 year until 2024/3 was 0.818 million, a downward revision of 0.5%.
There was already a strong sense of deceleration in the US labor market, but the actual situation shows that it has cooled down even more.
The official revised value is 25/1...
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nekkorogasi
voted
$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
After all, Tesla has improved, but I think it will accelerate further in 2030![]()
I think the other day's decline was posted on 8/2 ‼️
Were you mentally able to endure it properly ❓ were you able to fight?![]()
I only choose to hold until 2030 until I break the $5 defense line, so it's a tight hold![]()
I have a fighting mentality, so I was rather excited about the decline the other day![]()
As I told you during the last decline, a chance to become a hero means that people who can fight well during a fall have a chance to become a hero![]()
I think the decline will continue in the future, but let's go aim for an explosion by preparing steadily when it falls![]()
First, let's put on a firm and strong mentality![]()
After all, Tesla has improved, but I think it will accelerate further in 2030
Were you mentally able to endure it properly ❓ were you able to fight?
I only choose to hold until 2030 until I break the $5 defense line, so it's a tight hold
As I told you during the last decline, a chance to become a hero means that people who can fight well during a fall have a chance to become a hero
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$iShares 20+ Year Treasury Bond ETF (TLT.US)$
Bond prices have also risen slightly in the bond market where interest rate cuts in policy interest rates are predicted!
We've sent it out many times, but we haven't actually cut interest rates yet!
I think they're going to cut interest rates now! the reduction rate is 0.25? 0.50? It's a chart with the area woven into it, and I think this area will be horizontal and horizontal until September 🙄
Next, bond prices won't rise until interest rate cuts higher than now are predicted! If there is an indicator that does not cut interest rates from the factored figures, the price will fall.
Reading the future It is natural that investing is difficult, and there aren't many market prices that rise easily, so please grasp the current bond situation and invest with a calm mentality without being impatient 😊
Bond prices have also risen slightly in the bond market where interest rate cuts in policy interest rates are predicted!
We've sent it out many times, but we haven't actually cut interest rates yet!
I think they're going to cut interest rates now! the reduction rate is 0.25? 0.50? It's a chart with the area woven into it, and I think this area will be horizontal and horizontal until September 🙄
Next, bond prices won't rise until interest rate cuts higher than now are predicted! If there is an indicator that does not cut interest rates from the factored figures, the price will fall.
Reading the future It is natural that investing is difficult, and there aren't many market prices that rise easily, so please grasp the current bond situation and invest with a calm mentality without being impatient 😊
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nekkorogasi
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Good morning to all moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] Domestic Market Closed (substitute holiday for Mountain Day)
● US inflation does not prevent FRB from cutting interest rates with slight acceleration - CPI announced on the 14th
● The Bank of Japan is unable to raise interest rates by the end of the year, until next March at the earliest due to sudden market changes - former committee member Sakurai
● Mr. Harris does not interfere with the FRB when taking office - in contrast to Mr. Trump
● Goldman's Byrds is offended by some high-tech and small-cap stocks - due to a sharp drop in the US market
— MooMoo News ZOE
Market Overview
The NY market continued to grow on the 9th. The Dow average closed at 39,497.54 dollars, which rose 51.05 dollars, and the Nasdaq closed at 16,745.30, which rose 85.28 points. After anxiety about the recession smoldered, it declined. After that, President Birkin of the Richmond Federal Reserve Bank, who has the right to vote in the Federal Open Market Committee (FOMC) this year, stated that “there is time to judge the economy,” and buybacks intensified as the pessimistic view of economic deceleration went too far and investor sentiment improved, and it began to rise. Boston Federal Reserve President Collins works hard...
● [Tokyo Stock Exchange Rate Forecast Range] Domestic Market Closed (substitute holiday for Mountain Day)
● US inflation does not prevent FRB from cutting interest rates with slight acceleration - CPI announced on the 14th
● The Bank of Japan is unable to raise interest rates by the end of the year, until next March at the earliest due to sudden market changes - former committee member Sakurai
● Mr. Harris does not interfere with the FRB when taking office - in contrast to Mr. Trump
● Goldman's Byrds is offended by some high-tech and small-cap stocks - due to a sharp drop in the US market
— MooMoo News ZOE
Market Overview
The NY market continued to grow on the 9th. The Dow average closed at 39,497.54 dollars, which rose 51.05 dollars, and the Nasdaq closed at 16,745.30, which rose 85.28 points. After anxiety about the recession smoldered, it declined. After that, President Birkin of the Richmond Federal Reserve Bank, who has the right to vote in the Federal Open Market Committee (FOMC) this year, stated that “there is time to judge the economy,” and buybacks intensified as the pessimistic view of economic deceleration went too far and investor sentiment improved, and it began to rise. Boston Federal Reserve President Collins works hard...
Translated
![[Morning Report] Pay attention to the US CPI on the 14th The Bank of Japan is unable to raise interest rates by the end of the year, until next March at the earliest due to sudden market changes - former committee member Sakurai](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240812/c44da86151d72d1ac0dfec65f28e1850.png/thumb?area=105&is_public=true)
![[Morning Report] Pay attention to the US CPI on the 14th The Bank of Japan is unable to raise interest rates by the end of the year, until next March at the earliest due to sudden market changes - former committee member Sakurai](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240812/bcee2c8bd101782ae22b710186226102.png/thumb?area=105&is_public=true)
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nekkorogasi
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$NVIDIA (NVDA.US)$ Since there is no replacement for N, I think there is no choice but to wait even if N is delayed. AMD is up a little
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nekkorogasi : Good morning.
nekkorogasi : I'm starting to get tired of the boom.