$Super Micro Computer (SMCI.US)$ I have read the conference call, looking forward to the next quarter.
- Receiving orders for liquid cooling from three major industry-leading clients.
- More than 1,000 orders are from large clients out of the monthly capacity of 2,000 racks.
Mentioning this point, right? 👀
In recent big tech earnings reports,
$Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $Amazon (AMZN.US)$
there have been announcements that AI investments are increasing, and tesla also announced a $10 billion investment in AI.
The bullish guidance for the future depends on how well these large orders are handled!
Q3 2024 Super Micro Computer Inc Earnings Call

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:)

$Taiwan Semiconductor (TSM.US)$Financial results report
Consensus listed on TradingView
1Q '24 Sales usd 18.27B (109.9% year-on-year as of yesterday)
to
1Q '24 Sales usd 18.52B (116.5% year-on-year as of today announcement)
So, it's a huge surprise, right!
Looking forward to the financial results 🎉
*1Q '23 Sales usd 16.62B (actual performance listed on TradingView) → even when calculated at this exchange rates
Surprise of 109.9%→111.43% compared to the same period last year.
※Unit usd
$NVIDIA (NVDA.US)$Related stocks.
TSM earnings: April 18
VRT earnings: April 25
$Super Micro Computer (SMCI.US)$Earnings: April 30
tsmc.com/englis...

Finally, in the April important events calendar from moomoo Securities $Bitcoin (BTC.CC)$the halving
of mining stocks $CleanSpark (CLSK.US)$is at a good buying opportunity. Even if you incur losses, you can offset them with profits from other shareholdings, making it easier to hold than physical cryptocurrencies.
main choice $NVIDIA (NVDA.US)$As the deadline for filing tax returns in the usa approaches on April 15th, all we can do is watch and wait, so I'm looking forward to the virtual currency event.

“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/

$Vertiv Holdings (VRT.US)$is opening the window and doing great! It is rising +3% today and doing well.
We are a company that provides solutions for power management and liquid cooling.
High oil prices → high electricity costs → demand for higher electrical utilities efficiency from datacenters → value from VRT.
I wonder if there is such a flow of thoughts.
It has been on the rise recently. $Crude Oil Futures(APR5) (CLmain.US)$Although it is falling today.
$NVIDIA (NVDA.US)$Related Stocks

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$It had been rising, but ended with a dark candlestick yesterday and continues to be in a downtrend today!
$NVIDIA (NVDA.US)$Related stocks are doing extremely well today. We cannot afford to be complacent until the tax return deadline on April 15, but buying on dips is a good strategy.
$Micron Technology (MU.US)$
VRT
TSM
SMCI

" $Taiwan Semiconductor (TSM.US)$ 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

$Taiwan Semiconductor (TSM.US)$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

$Micron Technology (MU.US)$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.
$Micron Technology (MU.US)$