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yurisa0309 Private ID: 181755705
15年しがない証券マン のち、引退してプラプラ パランティア マイクロン エヌビディア スーパーマイクロ アステララボ保有
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    yurisa0309 Set a live reminder
    $NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
    The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
    Will this earnings report further push up the stock price? Don't miss this live event!
    This presentationdelivered in subtitle translation formatWill be delivered on apple.。If you wish to watch,ReservationPlease click the 'Reserve' button.
    ◆ Notes
    The content of this live is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Machine translation from English to Japanese...
    Translated
    Earnings reports can have a big impact, NVDA's earnings announcement live stream (with Japanese subtitles).
    Nov 20 16:00
    Replay
    $NVIDIA (NVDA.US)$ After the closing of the US stock market on November 20th, Earnings for the third quarter of fiscal year 2025are scheduled to be announced.A comeback by former president Trumpriding the wave of a stock market rally on the 7threached a new all-time high,Will this earnings announcement further push up the stock price?
    On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
    【Compensation】
    ● Distribute 10,000 points
    At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
    [Hit Challenge! 1,000 yen Amazon gift card]
    Predict the closing price of nvidia accurately and seize the chance to get additional benefits!
    On November 21st...
    Translated
    Predict the closing price of nvidia after earnings reports and get rewards!
    Predict the closing price of nvidia after earnings reports and get rewards!
    784
    yurisa0309 commented on
    Issue
    Overheating occurred with the Blackwell GPU, requesting changes to the server rack design.
    Impact.
    Production delay risk, failure to notify customers, supply chain disruption.
    Competition
    Potential loss of market share to AMD and Intel.
    Market
    Concerns about stock price adjustments, risk of decreased trust.
    Task
    Quick design changes, transparency assurance, strengthened risk management, customer trust recovery.
    [Cultural Perspective]
    The overheating issue surrounding Nvidia's next-generation GPU, Blackwell, is a major challenge for the company to maintain its technological leadership.
    The risk of delayed deployment has increased due to design changes in the late production process, potentially causing trust issues with customers and suppliers.
    As rival companies accelerate market entry, Nvidia cannot afford to ignore the risk of losing market share if it fails to respond promptly.
    On the other hand, this issue could also prompt a review of cooling technology and design for the entire datacenter.
    エヌビディアは、顧客やサプライヤーに対する透明性の確保と設計プロセスの見直しを急ぐべきと私は考えている。
    #Investment #USDJPY #Exchange #NISA #Retirement #Assets #Asset Management #Pound #Dollar #Yen ...
    Translated
    Before the financial statements, the impact and challenges of the Nvidia 'Blackwell' overheating issue.
    Before the financial statements, the impact and challenges of the Nvidia 'Blackwell' overheating issue.
    1
    yurisa0309 reacted to
    $NVIDIA (NVDA.US)$
    Don't try to lower the stock price by releasing useless information.
    Translated
    yurisa0309 commented on
    $Super Micro Computer (SMCI.US)$ SEC Chairman Gary Gensler announced his resignation effective November 18th.
    Coincidentally, his resignation coincides with the disclosure of accounting irregularities at both $SMCI (Super Micro Computer) and $NVDA (NVIDIA), with $SMCI being delisted shortly after.
    Chairman Gensler is being pointed out as highly likely to be behind this series of accounting irregularities.
    Translated
    3
    yurisa0309 commented on
    $Super Micro Computer (SMCI.US)$
    It suddenly started to rise ⤴️, right?
    Did something happen❓❓
    Translated
    5
    $Tesla (TSLA.US)$
    As Elon has mentioned in the past, EV subsidies are not even needed for Tesla, which is developing an amazing FSD. Subsidies have the benefit of making it easier for early-stage startup companies to increase awareness and create an environment that makes EVs easy to buy. However, the downside is that due to subsidies, the number of companies producing inferior EVs as a source of revenue increases indefinitely, causing significant negative effects on EV marketing. Therefore, Trump's discontinuation of subsidies will be a tailwind for companies like Tesla that produce valuable EVs as it will lead to the bankruptcy of companies selling inferior products. Even without subsidies, as long as Elon Musk continues to create products like the Cybertruck that consumers eagerly desire, Tesla will thrive in the future by offering great products like Lamborghini and TOYOTA in the EV industry.
    Translated
    The discontinuation of subsidies will not disadvantage Tesla, but only other companies. There is no value in discussing such a pointless news.
    $Super Micro Computer (SMCI.US)$
    I mean, should they disappear from this world or just sweep away the management team? 😅
    Looks like they have no intention of submitting it,
    The management side is exercising stock options with a calm face, huh? 😅
    The portable shrine carried by the humble small and medium-sized enterprise was too big, wasn't it?
    Translated