yudaikunz
commented on
$IonQ Inc (IONQ.US)$
$NVIDIA (NVDA.US)$
$Palantir (PLTR.US)$
Took profit once. Let's wait and see for a bit.
$NVIDIA (NVDA.US)$
$Palantir (PLTR.US)$
Took profit once. Let's wait and see for a bit.
Translated
4
3
yudaikunz
liked
$IonQ Inc (IONQ.US)$ NVIDIA CEO Jensen Huang suggested not to expect quantum computers for at least 15 years, causing a drop in quantum computer-related stocks. Perhaps a buying opportunity has arrived.
Translated
11
yudaikunz
liked
Column: 25 is the “Sengoku period” of autonomous driving, and President-elect Trump is the accelerator12/31/2024 8:08 AM GMT+9
Competition for autonomous driving will begin in earnest in 2025. Automobile manufacturers, starting with US Tesla, are on the offensive in the market where McKinsey estimates that it will be on a scale of 40 billion dollars by 35, but it may not be easy to obtain the benefits.
Cars that don't require humans to put their hands on the steering wheel are appearing. In the industry, autonomous driving technology is classified at levels 0 to 5, from partial support functions such as warnings to fully autonomous driving that does not require human involvement. Waymo in the American alphabet, China's Pony AI (Pony AI), and Baidu are already driving level 4 rentable cars called robot taxis without a driver in the test zone. According to Canalis, among the cars sold in '24, only 5.5% are level-2+ cars that automatically perform cruise control and lane changes to maintain a constant speed during driving.
The next US President Trump may be the detonator. According to the US newspaper Washington Post, he is AI (artificial intelligence...
Competition for autonomous driving will begin in earnest in 2025. Automobile manufacturers, starting with US Tesla, are on the offensive in the market where McKinsey estimates that it will be on a scale of 40 billion dollars by 35, but it may not be easy to obtain the benefits.
Cars that don't require humans to put their hands on the steering wheel are appearing. In the industry, autonomous driving technology is classified at levels 0 to 5, from partial support functions such as warnings to fully autonomous driving that does not require human involvement. Waymo in the American alphabet, China's Pony AI (Pony AI), and Baidu are already driving level 4 rentable cars called robot taxis without a driver in the test zone. According to Canalis, among the cars sold in '24, only 5.5% are level-2+ cars that automatically perform cruise control and lane changes to maintain a constant speed during driving.
The next US President Trump may be the detonator. According to the US newspaper Washington Post, he is AI (artificial intelligence...
Translated
12
yudaikunz
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ The hourly chart broke through the cloud and lost all support.
Today's decline has been confirmed, hasn't it?
The rest depends on NVDA's earnings, but there is a good possibility that only NVDA will rise and SOX will not.
Today's decline has been confirmed, hasn't it?
The rest depends on NVDA's earnings, but there is a good possibility that only NVDA will rise and SOX will not.
Translated
9
4
yudaikunz
voted
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
It did it! It also just managed to break through the recent high.
From an RSI perspective, it's not bad at all ✨
Personally, it would be nice to see it go to around 47 to 50 by 10/25 💦
The obstacle to achieve this goal is
Big Tech (especially Google and Microsoft) & TSMC's earnings disappoint ↓ Especially TSMC seems to have quite an impact on the semiconductor trend until the end of the year.
②The current rise in NVDA is adjusting after forming a double top.
is
Concerns are always present during upward movements in regards to ②, but it's inevitable. The remarkable rise after breaking the consolidation is impressive, wondering where it will take a breather.
I have taken some profits on relatively small-cap stocks, but I plan to continue holding SOXL until around 10/25 to 10/28.
Changing the subject, I am trading with SBI Securities, but I'm thinking about trying moomoo's papertrade. Are you all trying the papertrade as well?
It did it! It also just managed to break through the recent high.
From an RSI perspective, it's not bad at all ✨
Personally, it would be nice to see it go to around 47 to 50 by 10/25 💦
The obstacle to achieve this goal is
Big Tech (especially Google and Microsoft) & TSMC's earnings disappoint ↓ Especially TSMC seems to have quite an impact on the semiconductor trend until the end of the year.
②The current rise in NVDA is adjusting after forming a double top.
is
Concerns are always present during upward movements in regards to ②, but it's inevitable. The remarkable rise after breaking the consolidation is impressive, wondering where it will take a breather.
I have taken some profits on relatively small-cap stocks, but I plan to continue holding SOXL until around 10/25 to 10/28.
Changing the subject, I am trading with SBI Securities, but I'm thinking about trying moomoo's papertrade. Are you all trying the papertrade as well?
Translated
14
yudaikunz
voted
$NVIDIA (NVDA.US)$ is On August 28th in the after-hours of the U.S. stock market (morning of August 29th in Japan), they are scheduled to announce the earnings for the second quarter of fiscal year 2025. While dominating the market for semiconductors for artificial intelligence (AI), the focus is on whether they can exceed market expectations with strong growth and performance. Please determine if Nvidia can outperform market expectations. Predict the closing price of Nvidia on the day following the earnings call and cast your vote!
【Compensation】
●Distribute 10,000 points equally
Until 10:00 PM on August 29th (Japan time)ToThe closing price of nvidia on August 29th (5:00 AM on August 30th Japan time)Please predict the financial estimates and select from the price range below. If the actual closing price matches the selected price range, points will be evenly distributed to all users who selected the corresponding price range (e.g. if 50 users correctly predict, each will receive 200 points)!
【Special Challenge! Win 500 yen worth of Amazon gift card】
Predict nvidia's closing price accurately and get a chance to win additional rewards!
By 10:00 PM on August 29th (Japan time)on August 29thWith...
【Compensation】
●Distribute 10,000 points equally
Until 10:00 PM on August 29th (Japan time)ToThe closing price of nvidia on August 29th (5:00 AM on August 30th Japan time)Please predict the financial estimates and select from the price range below. If the actual closing price matches the selected price range, points will be evenly distributed to all users who selected the corresponding price range (e.g. if 50 users correctly predict, each will receive 200 points)!
【Special Challenge! Win 500 yen worth of Amazon gift card】
Predict nvidia's closing price accurately and get a chance to win additional rewards!
By 10:00 PM on August 29th (Japan time)on August 29thWith...
Translated
175
748
6
yudaikunz
Set a live reminder
$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservation"button.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.
Translated
Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 29 05:00
138
12
16
yudaikunz
voted
12
yudaikunz OP : N and Para are planning to re-enter.
If the quantum rises too much, would you buy when you see the bottom? Maybe.
yudaikunz OP : It looks like the SMCI of the past.
It's unavoidable because the rise was extreme, right?