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tm_speedstyle371 Male ID: 182449827
♦️特定: ALAB, SMCI, TSM, MU, PLTR, NVDA / QBTS, PSQH 他 ♦️24NISA: TSM ♦️25NISA: ALAB, SMCI
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    $Astera Labs (ALAB.US)$
    The average acquisition price for Loves is $38, so no additional purchase will be made. However, the NISA investment was made too early, resulting in a failure. Greed led to buying before NVIDIA's earnings report. But it's that time for the financial statement again, so it's okay. The CEO here is going to do something amazing this year.
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    $E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$
    It is unusual for NASDAQ100 to drop this deeply during this period. However, there have been past instances where a rapid decline of 3,000 points occurred from mid-February to late March, and at that time, it reversed in April, continuing to rise without a drop until the end of August, climbing by 6,000 points. Additionally, during the Trump administration 1.0, there was a significant increase every year from spring to summer, and semiconductors were not at a disadvantage.
    This year's factors for rising include the expiration of bad news, familiarity with tariffs, the Trump deal, increased expectations for interest rate cuts, good earnings, and the government's scenario leading to the midterm elections, so pay attention to economic trends.
    The realization will be determined by the price movements from April 2 to 7 (Wednesday to Monday), and if there is no consecutive rise, there will be an anomalous decline in late April, with recovery likely occurring after May.
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    $Super Micro Computer (SMCI.US)$
    Goldman Sachs Group Inc is overlooking something very important. Currently, 30% of new Datacenters have decided to adopt direct cooling systems, and since the existing ones will also be replaced, SMCI's products will not be replaced by DELL or HP Inc. The analysts here are like amateurs.
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    $NVIDIA (NVDA.US)$
    The current situation where Nvidia's corporate fundamentals are not being correctly reflected in the stock price will not last long. Overwhelming revenue and EPS from good earnings are completely overshadowed by just one negative factor, with general growth regarded as a decline, and only short sellers are happy to see the stock price drop, gaining nothing in the end.
    Therefore, someone will eventually realize the important point and mention it. It is hampering the growth of the whole USA Market...
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    $NVIDIA (NVDA.US)$
    Reports indicate that there may be no tariffs imposed on semiconductor chips due to the tariff policy on April 2nd, and if this is officially decided, there is a possibility that all semiconductor stocks, including NVIDIA, will turn upwards⤴️.
    Even if the NASDAQ 100 rises until then, the Semiconductors Sector seems to be on a downward trend, so some patience may be needed. Also, the recent upward gap opened by the NASDAQ 100 is a sign that the rise will continue 📈.
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    $NVIDIA (NVDA.US)$
    Since it is expected to increase along with the rise of the NASDAQ 100, it is desired to Buy more today.
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    $E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$
    The daily Candlestick chart opened with an upward gap from the previous day's hammer. This is a sign of a long-awaited reversal upward.
    Go NASDAQ100 ‼️
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    $D-Wave Quantum (QBTS.US)$
    QBTS has declined from the 10-dollar range and is trying to recover after breaking through a large cup. It has endured a low period of around 0.5 dollars for two years.
    The current resistance at higher prices is the reason for this. Everyone is wondering why it's declining, but an increase is not easy. And as I've said many times, it will begin to rise once it surpasses its peak value. I am holding Palantir at $27, but just like when it broke through that dreaded Support around $30 after clearing the cup. Furthermore, Quantum is advancing, so the stock price should not be the same as three years ago. What can be said now is that the future stock price 📈 will exceed a double-bagger and is unpredictable.
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    Experienced traders know that there is a risk of a crash for any individual stock and practice the principle of 'don't put all your eggs in one basket.' Even if stocks are soaring and returns are increasing, loss of credibility, fraud, delisting, or bankruptcy can strike suddenly, causing a stock's price to drop to zero. Therefore, typically, they diversify across four stocks, or as many as they can maintain, based on the idea of avoiding risk before seeking returns.
    On the other hand, restructuring the portfolio to focus on rapidly rising stocks is different. In this case, the investment period is short, and it becomes a swing trade where profits are secured once the rise stops.
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    $Micron Technology (MU.US)$
    The reason for the decline in this financial report is that the gross margin was originally low and has dropped further, causing everyone to be disheartened. Even though the stock price has been declining due to financial issues, the CEO does not seem to understand. It is not the time to say that sales will reach record levels. Unless this improves, MU's stock price will not rise.
    📌2025 Q1 financial statement gross margin (previous) 38.44%
    📌2025 Q2 financial gross margin (current) 36.79%
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