At the end of the day
There is a 70% chance that the stock price will rise after beating, 30% chance of going down with Sale the Fact → but even if that happens, it will recover quickly like TSMC and ARM, 10%.
So you won't lose it. Also, since there is a feeling that SMCI can't get anything that tastes better than the previous financial results, I feel like 👍 OK.
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181241180 : Expectations are too high, so stock price declines of 10% or more will be inevitable, even if they greatly exceed analysts' expectations. It's getting too much attention. Your expectations will be greatly disappointed. However, the big crash after settlement would be the perfect place to buy. Isn't it going to draw a chart similar to stock price fluctuations after TSMC's financial results were announced? We expect a major crash to around 800
.
masa5858OP : I'm not going to do it. so much.
181241180 : I've seen financial results announcements for high-tech semiconductor brands this time, and even with good financial results, a major crash of about 10% or more has actually occurred for each company if there is even a slight element of anxiety. The current market atmosphere is like that. What's more, NVIDIA, which is expected from all over the world and is the center of attention, will not escape a major crash unless it produces surprisingly good financial results that greatly exceed expectations. Therefore, theoretically, we anticipate that a major crash of 10% or more will come. That will be the place to shop. It seems that there will also be many people who short sell just before settlement. The big crash of NVIDIA. I'm super excited. I'm looking forward to it.
masa5858OP 181241180: In the first place, the sense of saying that 10% was a major crash
isn't suitable for stocks, and current stock prices aren't rising at all.
181241180 masa5858OP: Aren't expectations raised? Eh, do you really think so? Are you watching local news? Well, that's fine. The results will be known on the same day, so that's the correct answer. That's it.
masa5858OP : Not being able to update the previous high in this 1Q is a nice stretch, isn't it? everyone.
pinkotu : You have to understand risk management and accept discussions. It won't last.
masa5858OP : Buying in kind is risk management. something?
NOIR(のあ) 181241180: Sorry for the interruption.
I was a little surprised by MSFT's adoption of AMD, but I wonder if that's about the cause of concern. The question is, I'm an amateur, wondering if a data center using an NVDA GPU over AMD would be more competitive.
This exchange is really interesting. Analyst ratings are almost above $1000, and that has been maintained or revised upward, isn't it? However, a lot of Yahoo Finance news is negative, isn't it? Honestly, I feel like which one.
Even if the financial results for the 1st quarter are good this time, if the outlook for the 2nd quarter is cloudy, it will drop drastically, right? However, NVDA's financial results were already down 10% by 1 degree after those. (There were also geopolitical issues with TSM's financial results) It's also different that it is semiconductor-related and AI data centers are important, and I think NVDA's 1Q will have wonderful content without mistakes even if you can't hope for surprises, so I'm holding on
Well, please keep a gentle comment section.
masa5858OP : Analysts' predictions aren't very reliable. There was a place where it was upgraded to 1500 dollars before SMCI's settlement, but the company turned brilliantly in financial results.
, and Nikkei will also have happy results
However, even if that were to happen, NB wrote at the beginning that it would recover sooner or later when looking at TSMC sales for April and price movements in stock prices after current financial results for ARM, TSMC, etc., so it's okay to fall either way. Well, I usually think NB will be 10% or more this time
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