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$NVIDIA (NVDA.US)$ On August 28th, Nvidia is scheduled to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market (morning of August 29th Japan time).On August 28thAfter the closing of the U.S. stock market on August 28th (morning of August 29th Japan time)for the second quarter of fiscal year 2025In the semiconductor industry for artificial intelligence (AI), while maintaining a dominant positionCan they exceed market expectations and demonstrate impressive growth and performance?Please predict and vote on the closing price of Nvidia on the next business day after the earnings announcement!
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
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Moomooユーザーの皆様～おはようございます！![]()
本日朝イチ報のキーポイントはこちら。
●【東京株式相場予想レンジ】3万8000円-3万8500円(24日終値3万9154円85銭)
●ダウ平均は500ドル超下落 IT・ハイテク株に一斉売り アルファベットとテスラの決算で警戒感
●円の買い戻しが加速し、ドル円は一時１５３円台前半まで急落＝ＮＹ為替概況
●ハリス氏が選挙戦始動「トランプ氏は過去に焦点」
●【MW】ハリス氏、勝利確率上昇 一部の賭けサイトで47％
●テスラ、「単なる自動車メーカー」ではなかった
●米国株、主要企業の決算ダイジェスト
●ＩＢＭが決算受け時間外で上昇、AIが業績押し上げ
●前日に「買われた株！」総ザライ ―本日につながる期待株は？―日本株
ーmoomooニュース Amelia
市場概況
24日の米国株式市場では、NYダウ平均株価が前営業日比504ドル22セント安の3万9853ドル87セントと大幅続落。ナスダック総合株価指数は同654.938ポイント安...
●【東京株式相場予想レンジ】3万8000円-3万8500円(24日終値3万9154円85銭)
●ダウ平均は500ドル超下落 IT・ハイテク株に一斉売り アルファベットとテスラの決算で警戒感
●円の買い戻しが加速し、ドル円は一時１５３円台前半まで急落＝ＮＹ為替概況
●ハリス氏が選挙戦始動「トランプ氏は過去に焦点」
●【MW】ハリス氏、勝利確率上昇 一部の賭けサイトで47％
●テスラ、「単なる自動車メーカー」ではなかった
●米国株、主要企業の決算ダイジェスト
●ＩＢＭが決算受け時間外で上昇、AIが業績押し上げ
●前日に「買われた株！」総ザライ ―本日につながる期待株は？―日本株
ーmoomooニュース Amelia
市場概況
24日の米国株式市場では、NYダウ平均株価が前営業日比504ドル22セント安の3万9853ドル87セントと大幅続落。ナスダック総合株価指数は同654.938ポイント安...
21
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Set a live reminder
$Microsoft (MSFT.US)$The earnings call for the fourth quarter of the fiscal year 2024 is scheduled to be held at 6:30 AM on Wednesday, July 31, 2024, Japan time. This briefing session willIn subtitle translation formatIf you wish to watch, please click the button."Reservations"button.
◆注意事項
本ライブの内容はお客様の利便性のために、字幕翻訳サービスによって提供されています。字幕はマイクロソフトアジュール（Microsoft Azure）およびアマゾン翻訳（Amazon Translate）を使用して生成されています。英語から日本語への機械翻訳の精度、信頼性または正確性に関して、明示的か黙示的かを問わず、いかなる種類の保証も行われません。翻訳内容により損害を被った場合、当社は当該損害に関して一切責任を負いません。ご視聴の際には予めご留意ください。
◆注意事項
本ライブの内容はお客様の利便性のために、字幕翻訳サービスによって提供されています。字幕はマイクロソフトアジュール（Microsoft Azure）およびアマゾン翻訳（Amazon Translate）を使用して生成されています。英語から日本語への機械翻訳の精度、信頼性または正確性に関して、明示的か黙示的かを問わず、いかなる種類の保証も行われません。翻訳内容により損害を被った場合、当社は当該損害に関して一切責任を負いません。ご視聴の際には予めご留意ください。
Translated
Microsoft 2024 Q4 Financial Results Briefing (subtitle translation)
Jul 30 16:30
6
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AI semiconductor stocks crashedI'm being hit by.Report on the tightening of semiconductor regulations against China by the US governmentYaTrump's remarks about Taiwan are on saleconnected. On July 17, when the two news overlapped, NVIDIA shares fell 6.6%, and TSMC fell 8.0%. ASML, which revealed a rapid increase in order balances due to the AI boom in financial results announcements on the same day, also fell 12.7%. This is because the company was picked up in reports of tightening export restrictions to China.
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
![]()
“Export restrictions to China” versus “AI boom” surrounding semiconductor stocks
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...
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I will share my personal watchlist related to AI datacenter with NVIDIA at the center. I hope it can be helpful to you in some way.
1️⃣ Hardware provider - NVIDIA Corporation $NVDA: As you know, it is the leader in GPU and AI chips, playing a central role in AI data centers.
- Taiwan Semiconductor Manufacturing Company $TSM: The world's leading semiconductor manufacturing company, responsible for NVIDIA's GPU production.
- ARM Holdings plc $ARM: ARM's semiconductor design provides high energy efficiency and scalable processors, thereby improving the performance and efficiency of AI data centers. It is collaborating with NVIDIA to build CPUs for data centers.
- Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and offers hardware platforms that optimize the use of NVIDIA's GPUs. It has a long-standing relationship with NVIDIA...
1️⃣ Hardware provider - NVIDIA Corporation $NVDA: As you know, it is the leader in GPU and AI chips, playing a central role in AI data centers.
- Taiwan Semiconductor Manufacturing Company $TSM: The world's leading semiconductor manufacturing company, responsible for NVIDIA's GPU production.
- ARM Holdings plc $ARM: ARM's semiconductor design provides high energy efficiency and scalable processors, thereby improving the performance and efficiency of AI data centers. It is collaborating with NVIDIA to build CPUs for data centers.
- Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and offers hardware platforms that optimize the use of NVIDIA's GPUs. It has a long-standing relationship with NVIDIA...
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