$NVIDIA (NVDA.US)$
Slightly relieved by the positive performance in employment statistics.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
I'm in fantasy mode. I wonder if it will go up a bit more?

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$NVIDIA (NVDA.US)$Targeting the unstable mentality before the presidential election, this is a short-term limited short sell operation by institutional investors. If the anxiety is relieved after the presidential election, it will be quickly bought back.

$NVIDIA (NVDA.US)$
The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
1. Announcement from TSMC
Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
2. Large order from Microsoft
Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
Production commencement of the Blackwell chip.
Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
Growth forecast for the AI infrastructure market.
Analyst from Wedbush, Dan Ive...

The third quarter earnings season has started off strong. Major banks have taken the lead in the US earnings season, with their stock prices surging after the earnings reports. The earnings of banks provide further insights into the capital markets and consumer health. This Thursday, leading companies in the semiconductor and high-tech industry are scheduled to announce their earnings, with expectations that these companies will kick off the high-tech stock earnings season in earnest. The stock prices of both companies reached near all-time highs last Friday, or set new records. $JPMorgan (JPM.US)$and $Wells Fargo & Co (WFC.US)$The stock price of sea surged after the earnings announcement. The earnings of the bank, and the telecom services have provided further insights into the capital markets and consumer health. This Thursday, Koss Corp, a leading company in the semiconductor and technology industries, is set to announce its earnings, sparking expectations for the start of the high-tech stock earnings season. The stock prices of both companies reached near all-time highs last Friday, or set new records. $Taiwan Semiconductor (TSM.US)$and $Netflix (NFLX.US)$Koss Corp and csp inc are scheduled to announce their earnings this Thursday, and these companies are expected to kick off the high-tech stock earnings season. The stock prices of both companies reached near all-time highs last Friday, or set new records.
The weakest earnings season in the past 4 quarters? Which sector is leading?
Bloomber...

$NVIDIA (NVDA.US)$
Quite modestly speaking in 2030.