$Super Micro Computer(SMCI.US$ I read the conference call, but next quarter
・We have received orders for liquid cooling from 3 major industry-leading companies
・For a monthly capacity of 2000 racks, 1,000 or more are large
I'm referring to that 👀
According to recent Big Tech financial results,
$Microsoft(MSFT.US$ $Alphabet-C(GOOG.US$ $Amazon(AMZN.US$
It was announced that AI investment would increase more and more, and Tesla also announced that it would invest 10 billion dollars in AI.
The bullish guidance for the future depends on whether we can handle these large orders properly!
Q3 2024 Super Micro Computer Inc Earnings Call
・We have received orders for liquid cooling from 3 major industry-leading companies
・For a monthly capacity of 2000 racks, 1,000 or more are large
I'm referring to that 👀
According to recent Big Tech financial results,
$Microsoft(MSFT.US$ $Alphabet-C(GOOG.US$ $Amazon(AMZN.US$
It was announced that AI investment would increase more and more, and Tesla also announced that it would invest 10 billion dollars in AI.
The bullish guidance for the future depends on whether we can handle these large orders properly!
Q3 2024 Super Micro Computer Inc Earnings Call
Translated
![What is the reason for SMCI's bullish guidance?](https://sgsnsimg.moomoo.com/sns_client_feed/182652716/20240501/1714571745677-e630c75c5a.jpeg/thumb?area=105&is_public=true)
![What is the reason for SMCI's bullish guidance?](https://sgsnsimg.moomoo.com/sns_client_feed/182652716/20240501/1714571745629-acbf0635d0.jpeg/thumb?area=105&is_public=true)
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The market position distribution is displayed on the right side of Moomoo's individual stock chart, and it's very good to be able to see if people waiting to sell (people with losses) are ahead of the current price.
For example, the attached image $Meta Platforms(META.US$The distribution of building blocks.
Has it plummeted drastically and is it a push? Maybe buy it? If you look at the stock distribution from this point of view, you can see that there is a resistance line at 488 dollars, and there are many people who have losses.
If this is the case, even if the stock price goes back, the stock price won't rise easily because people with unrealized losses will want to sell at a loss.
Conversely, few people who want to sell have unrealized losses when it's around $450, so it seems like they can somehow get away with selling if the stock price is around that point. There is a big risk that it will exceed 450, and even if you aim for more than that, it will fall further downward due to selling pressure.
$NVIDIA(NVDA.US$ $Vertiv Holdings(VRT.US$is doing well today too!
Have a nice day:)
For example, the attached image $Meta Platforms(META.US$The distribution of building blocks.
Has it plummeted drastically and is it a push? Maybe buy it? If you look at the stock distribution from this point of view, you can see that there is a resistance line at 488 dollars, and there are many people who have losses.
If this is the case, even if the stock price goes back, the stock price won't rise easily because people with unrealized losses will want to sell at a loss.
Conversely, few people who want to sell have unrealized losses when it's around $450, so it seems like they can somehow get away with selling if the stock price is around that point. There is a big risk that it will exceed 450, and even if you aim for more than that, it will fall further downward due to selling pressure.
$NVIDIA(NVDA.US$ $Vertiv Holdings(VRT.US$is doing well today too!
Have a nice day:)
Translated
![Can you really use Moomoo's market building ball distribution](https://sgsnsimg.moomoo.com/sns_client_feed/182652716/20240426/1714143718827-dffa56657b.png/thumb?area=105&is_public=true)
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$Taiwan Semiconductor(TSM.US$Earnings bulletin![]()
Consensus as described in TradingView
1Q '24 sales $18.27B (109.9% compared to the same period last year, as of confirmation yesterday)
against
1Q '24 sales $18.52B (116.5% YoY; announced today)
So, it was such a surprise!
I'm looking forward to the settlement 🎉
※1Q '23 sales $16.62B (actual results described in TradingView) → even when calculated at this exchange rate
Surprise of 109.9% → 111.43% compared to the same period last year
※Unit: USD
$NVIDIA(NVDA.US$Related stocks.
TSM financial results: 4/18
VRT settlement: 4/25
$Super Micro Computer(SMCI.US$Closing: 4/30
tsmc.com/ englis...
Consensus as described in TradingView
1Q '24 sales $18.27B (109.9% compared to the same period last year, as of confirmation yesterday)
against
1Q '24 sales $18.52B (116.5% YoY; announced today)
So, it was such a surprise!
I'm looking forward to the settlement 🎉
※1Q '23 sales $16.62B (actual results described in TradingView) → even when calculated at this exchange rate
Surprise of 109.9% → 111.43% compared to the same period last year
※Unit: USD
$NVIDIA(NVDA.US$Related stocks.
TSM financial results: 4/18
VRT settlement: 4/25
$Super Micro Computer(SMCI.US$Closing: 4/30
tsmc.com/ englis...
Translated
![TSMC sales were strong from January to March!](https://sgsnsimg.moomoo.com/sns_client_feed/182652716/20240410/1712736256034-98f45137fd.jpeg/thumb?area=105&is_public=true)
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It's finally time for the April important event calendar distributed by Moomoo Securities $Bitcoin(BTC.CC$What is the half-life of![]()
Of mining stocks $CleanSpark(CLSK.US$It's a nice push. Even if you lose money by any chance, it can be offset against profits from other holdings, so it's easier to hold than actual virtual currency.
Favorite $NVIDIA(NVDA.US$I'm looking forward to the virtual currency event because the US tax return deadline is 4/15 and I have no choice but to watch![]()
Of mining stocks $CleanSpark(CLSK.US$It's a nice push. Even if you lose money by any chance, it can be offset against profits from other holdings, so it's easier to hold than actual virtual currency.
Favorite $NVIDIA(NVDA.US$I'm looking forward to the virtual currency event because the US tax return deadline is 4/15 and I have no choice but to watch
Translated
![Bitcoin half-life 4/20? 21 days?](https://sgsnsimg.moomoo.com/sns_client_feed/182652716/20240409/1712674080214-31d255362a.png/thumb?area=105&is_public=true)
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“The US Department of Commerce announced on the 8th that Taiwan Semiconductor Manufacturing (TSMC), the world leader in semiconductors, will pay a maximum subsidy of 6.6 billion dollars (about 1 trillion yen) to a new plant to be built in Arizona, USA. TSMC will set up a third plant to produce advanced semiconductors. The United States aims to build a semiconductor supply network that does not rely on China.” (Nikkei Shimbun)
$Taiwan Semiconductor(TSM.US$ First, production of 4 nano will begin in Arizona. reliably $NVIDIA(NVDA.US$ It's probably Blackwell.
TSMC's sales bulletin is on 4/10, and financial results are announced on 4/18. I'm looking forward to it!
U.S. Subsidies TSMC with 1 Trillion Yen to Break Dependence on China Semiconductor Supply Network: Nihon Keizai Shimbun https://www.nikkei.com/article/DGXZQOGN073TO0X00C24A4000000/
$Taiwan Semiconductor(TSM.US$ First, production of 4 nano will begin in Arizona. reliably $NVIDIA(NVDA.US$ It's probably Blackwell.
TSMC's sales bulletin is on 4/10, and financial results are announced on 4/18. I'm looking forward to it!
U.S. Subsidies TSMC with 1 Trillion Yen to Break Dependence on China Semiconductor Supply Network: Nihon Keizai Shimbun https://www.nikkei.com/article/DGXZQOGN073TO0X00C24A4000000/
Translated
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$Vertiv Holdings(VRT.US$opened the window and it's doing great! Today, too, we are doing well at +3%.
It is a company that provides solutions for power management and liquid cooling,
High crude oil → high electricity costs → higher power efficiency than data centers are required → more valuable than VRT
I wonder if there is such a flow? What did I think.
Recently, there has been an upward trend $Crude Oil Futures(SEP4)(CLmain.US$It's down today, though.
$NVIDIA(NVDA.US$Related stocks
It is a company that provides solutions for power management and liquid cooling,
High crude oil → high electricity costs → higher power efficiency than data centers are required → more valuable than VRT
I wonder if there is such a flow? What did I think.
Recently, there has been an upward trend $Crude Oil Futures(SEP4)(CLmain.US$It's down today, though.
$NVIDIA(NVDA.US$Related stocks
Translated
![Open the VRT window and it's doing great | NVIDIA related brands](https://sgsnsimg.moomoo.com/sns_client_feed/182652716/20240404/1712237979909-19e750e279.png/thumb?area=105&is_public=true)
![Open the VRT window and it's doing great | NVIDIA related brands](https://sgsnsimg.moomoo.com/sns_client_feed/182652716/20240404/1712237982996-b720b30851.png/thumb?area=105&is_public=true)
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$U.S. 10-Year Treasury Notes Yield(US10Y.BD$It had begun to rise, but yesterday it ended in a shady line, and today's trend is also on a downward trend!
$NVIDIA(NVDA.US$Related stocks are doing great today as well. I still can't let my guard down until 4/15 when I file my final tax return, but it's a great buy.
$Micron Technology(MU.US$
VRT
TSM
SMCI
$NVIDIA(NVDA.US$Related stocks are doing great today as well. I still can't let my guard down until 4/15 when I file my final tax return, but it's a great buy.
$Micron Technology(MU.US$
VRT
TSM
SMCI
Translated
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" $Taiwan Semiconductor(TSM.US$ It says they are installing dampers on buildings to absorb earthquake energy, reduce property losses, and conduct regular drills to resume operations more quickly.
The company also stated that disaster insurance is sufficient to spread business losses even under the worst conditions. A spokeswoman said the TSMC building was designed to withstand an earthquake of the same magnitude as Wednesday's earthquake.”
$NVIDIA(NVDA.US$Related stocks. TSM's financial results are on 4/18.
Taiwan Earthquake Tests Readiness of World's Chip-Making Hub
The company also stated that disaster insurance is sufficient to spread business losses even under the worst conditions. A spokeswoman said the TSMC building was designed to withstand an earthquake of the same magnitude as Wednesday's earthquake.”
$NVIDIA(NVDA.US$Related stocks. TSM's financial results are on 4/18.
Taiwan Earthquake Tests Readiness of World's Chip-Making Hub
Translated
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$Taiwan Semiconductor(TSM.US$TrendForce reports that the Arizona plant is not originally in the first half of 2025, and there is a possibility that operation can begin at the end of 2024.
The first one to be manufactured is 4nm, so this $NVIDIA(NVDA.US$Blackwell of? We were facing the issue of a shortage of human resources, but it would be positive news if we were able to get up and running ahead of schedule!
If a supply chain is established in the US, the head office will be set up in the US $Micron Technology(MU.US$There will also be geographical advantages (although the manufacture of the HBM3e itself seems to be in Taiwan and Hiroshima).
TSMC will close its accounts on 4/18. It's starting to look forward to it!
Have a nice day:)
[News] TSMC's US Fab Eyeing for Early Mass Production | TrendForce Insights
The first one to be manufactured is 4nm, so this $NVIDIA(NVDA.US$Blackwell of? We were facing the issue of a shortage of human resources, but it would be positive news if we were able to get up and running ahead of schedule!
If a supply chain is established in the US, the head office will be set up in the US $Micron Technology(MU.US$There will also be geographical advantages (although the manufacture of the HBM3e itself seems to be in Taiwan and Hiroshima).
TSMC will close its accounts on 4/18. It's starting to look forward to it!
Have a nice day:)
[News] TSMC's US Fab Eyeing for Early Mass Production | TrendForce Insights
Translated
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$Micron Technology(MU.US$HBM3e will also be made in Hiroshima 👀
$NVIDIA(NVDA.US$It was adopted in the H200, which has begun shipping, and is also expected to be equipped with a Blackwell that will appear later this year.
$Micron Technology(MU.US$
$NVIDIA(NVDA.US$It was adopted in the H200, which has begun shipping, and is also expected to be equipped with a Blackwell that will appear later this year.
$Micron Technology(MU.US$
Translated
![Micron's HBM3e factory](https://sgsnsimg.moomoo.com/sns_client_feed/182652716/20240403/6d38db8fc68179512a14fdd772d9c224.jpg/thumb?area=105&is_public=true)
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