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This is because excellent companies that are splitting up have calculations to further raise stock prices, so it is normal for stock prices to rise. There are no cases where the stock price was split and the stock price fell. $Toyota Motor(7203.JP$ 、 $Denso(6902.JP$ However, even when the stock price was split, it went up drastically, and it became a shabby profit.
Can you imagine, the champion of the AI revolution, $NVIDIA(NVDA.US$ The stock price can be less than 100 dollars. With this, it is treated as a bad stock, and the market does not allow it. Conversely, there is a high probability that it will be 200 dollars in the future. It can be an opportunity to buy more.
Can you imagine, the champion of the AI revolution, $NVIDIA(NVDA.US$ The stock price can be less than 100 dollars. With this, it is treated as a bad stock, and the market does not allow it. Conversely, there is a high probability that it will be 200 dollars in the future. It can be an opportunity to buy more.
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Decipher NVIDIA's astonishing rapid growth with 5 charts
There are no signs of slowing down in semiconductor giant NVIDIA. The company, which was a niche semiconductor supplier for the video game industry, has now transformed into the largest provider providing cutting-edge accelerators to enhance artificial intelligence (AI) applications.
Wall Street had high expectations for the company's financial results announcement on the 22nd, but the results once again surprised the market, such as strong performance, a strong sales forecast, a 150% increase in quarterly dividends, and a 1:10 stock split.
There are no signs of slowing down in semiconductor giant NVIDIA. The company, which was a niche semiconductor supplier for the video game industry, has now transformed into the largest provider providing cutting-edge accelerators to enhance artificial intelligence (AI) applications.
Wall Street had high expectations for the company's financial results announcement on the 22nd, but the results once again surprised the market, such as strong performance, a strong sales forecast, a 150% increase in quarterly dividends, and a 1:10 stock split.
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After closing the US stock market on 5/22 (morning of the 23rd Japan time), NVIDIAFirst quarter of fiscal year 2025We are planning to announce financial results.![]()
Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!![]()
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● 5,000 points distributed evenly
May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
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May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
● 5,000 points distributed evenly
May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
Would you like to take part in more challenging contests?
May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
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![[Bonus available] Get benefits by predicting the closing price after Nvidia's Q1 financial results are announced!](https://sgsnsimg.moomoo.com/sns_client_feed/181000777/20240521/1716277276613-8fc60becf0.jpeg/thumb?area=105&is_public=true)
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$NVIDIA(NVDA.US$Stock splits were carried out several times in the early 2000s, but most recently, 1 share was split into 4 shares in 2021/7.
Of course, since the split just 3 years ago, the stock price has risen 5 times, and the stock price has reached 947.8 dollars at the time of writing this article, so it is not an exaggeration to think that there is a possibility that the company will choose a stock split again.
NVIDIA predicted the AI revolution much faster than other competitors in the same industry and built a long lead spanning several years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia graphics processors for data processing, and realizes AI. ChatGPT will be introduced in the latter half of 2022, and that foresight seems like a genius blow. Being 17 years ahead of competitors, AI developers have built most of their applications with CUDA, making it difficult for competitors to advance.
Last October, management changed the speed of announcing new chip architectures from once every 2 years to 1 year...
Of course, since the split just 3 years ago, the stock price has risen 5 times, and the stock price has reached 947.8 dollars at the time of writing this article, so it is not an exaggeration to think that there is a possibility that the company will choose a stock split again.
NVIDIA predicted the AI revolution much faster than other competitors in the same industry and built a long lead spanning several years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia graphics processors for data processing, and realizes AI. ChatGPT will be introduced in the latter half of 2022, and that foresight seems like a genius blow. Being 17 years ahead of competitors, AI developers have built most of their applications with CUDA, making it difficult for competitors to advance.
Last October, management changed the speed of announcing new chip architectures from once every 2 years to 1 year...
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1. As expected, NVIDIA's total sales for the first quarter of April were 24 billion dollars, and data center (DC) sales were 21 billion dollars.
2. Citi estimates total sales to be approximately 26 billion dollars and DC sales to be approximately 23 billion dollars.
3. Citi expects sales for the fiscal year ending July to be 27.5 billion dollars compared to the market forecast of 26.5 billion dollars and the buyer's forecast of about 28 billion dollars.
4. Citi anticipates that sales will increase slightly compared to the previous quarter because sales volume will increase, H100 lead time will be shortened, and gross profit margin will normalize before GB200 sales increase in the first half of '25.
$NVIDIA(NVDA.US$
2. Citi estimates total sales to be approximately 26 billion dollars and DC sales to be approximately 23 billion dollars.
3. Citi expects sales for the fiscal year ending July to be 27.5 billion dollars compared to the market forecast of 26.5 billion dollars and the buyer's forecast of about 28 billion dollars.
4. Citi anticipates that sales will increase slightly compared to the previous quarter because sales volume will increase, H100 lead time will be shortened, and gross profit margin will normalize before GB200 sales increase in the first half of '25.
$NVIDIA(NVDA.US$
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$Toyota Motor(7203.JP$
I recently read “PBR Revolution” and read this morning's Nikkei article, but I am keenly aware that JTC managers belonging to Keidanren, such as Mitsubishi's Friday Club, are really too incompetent.
After changing the official language of the company to English, management is poor 🇯🇵 Jews, Indians, Chinese people, etc. without forming directors or executive officers with only Japanese people 🌏 they should actively adopt the world's brains and promote them as directors and executive officers ❗️ (the number of incompetent Japanese people seems to decrease by that amount)
I recently read “PBR Revolution” and read this morning's Nikkei article, but I am keenly aware that JTC managers belonging to Keidanren, such as Mitsubishi's Friday Club, are really too incompetent.
After changing the official language of the company to English, management is poor 🇯🇵 Jews, Indians, Chinese people, etc. without forming directors or executive officers with only Japanese people 🌏 they should actively adopt the world's brains and promote them as directors and executive officers ❗️ (the number of incompetent Japanese people seems to decrease by that amount)
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This article uses automatic translation for some of its parts
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
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Good morning to all moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 38,000 yen - 38,500 yen (closing price on the 24th 38,460 yen 08 sen)
● Yen is 155 yen to 30 yen against the dollar, reaching intervention alert level for the first time in 34 years
● Meta, sales forecasts did not reach market expectations - stock prices plummeted
● Boeing had a final deficit in January-March due to cash on hand cut in half and production cuts
● Prohibition laws are “unconstitutional,” TikTok announces legal battle - “we will win in the end”
● A “buy” signal for US stocks lights up, suggests the JP Morgan model
— MooMoo News Kathy
Market Overview
In the US stock market on the 24th, the NY Dow Jones Industrial Average fell 42 dollars 77 cents lower than the previous business day to 38,460 dollars 92 cents for the first time in 5 days. The Nasdaq Composite Stock Price Index rose 16.109 points to 15712.749. The Tokyo stock market on the 25th developed a sales advantage, and the Nikkei Stock Average is likely to fall and be in a soft position with a view to attacking and defending the 38,000 yen mark.
Top news
The yen is 155 yen to 30 yen against the dollar, reaching intervention alert level for the first time in 34 years
...
● [Tokyo Stock Exchange Rate Forecast Range] 38,000 yen - 38,500 yen (closing price on the 24th 38,460 yen 08 sen)
● Yen is 155 yen to 30 yen against the dollar, reaching intervention alert level for the first time in 34 years
● Meta, sales forecasts did not reach market expectations - stock prices plummeted
● Boeing had a final deficit in January-March due to cash on hand cut in half and production cuts
● Prohibition laws are “unconstitutional,” TikTok announces legal battle - “we will win in the end”
● A “buy” signal for US stocks lights up, suggests the JP Morgan model
— MooMoo News Kathy
Market Overview
In the US stock market on the 24th, the NY Dow Jones Industrial Average fell 42 dollars 77 cents lower than the previous business day to 38,460 dollars 92 cents for the first time in 5 days. The Nasdaq Composite Stock Price Index rose 16.109 points to 15712.749. The Tokyo stock market on the 25th developed a sales advantage, and the Nikkei Stock Average is likely to fall and be in a soft position with a view to attacking and defending the 38,000 yen mark.
Top news
The yen is 155 yen to 30 yen against the dollar, reaching intervention alert level for the first time in 34 years
...
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![[Morning Report] The yen broke through 155 yen against the dollar, the first meta in 34 years, sales forecasts did not reach market expectations, and stock prices plummeted](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/7a52eaf223dc7249e21661d0c2a78b34.png/thumb?area=105&is_public=true)
![[Morning Report] The yen broke through 155 yen against the dollar, the first meta in 34 years, sales forecasts did not reach market expectations, and stock prices plummeted](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/df75c6e5e53242ff6d53924f8e748b50.png/thumb?area=105&is_public=true)
![[Morning Report] The yen broke through 155 yen against the dollar, the first meta in 34 years, sales forecasts did not reach market expectations, and stock prices plummeted](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
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● Google's $Alphabet-A(GOOGL.US$Is04/26 05:30 (Japan Time)、24Q1 (fiscal year ending January-March) financial resultsIt is scheduled to be announced.
●The market is 24Q1Sales increased 12.76% year over year to $78.694 billion、EPS was $1.51, up 29.09% from the same period last yearExpected.
●74.36%The analyst has a bullish rating,The average target stock price is $167.03。
● Google's stock price is slightly outperforming the market, but it seems that the difference between Google and rivals in generative AI competition is widening.
● Some analysts see ChatGPT as a real threat to Google's search ad model.
● Meanwhile, Bill Ackman, the founder and CEO of Pershing Square Capital Management, believes that although Alphabet is ahead of Microsoft in AI competition, investors misunderstand that prudence has been delayed.
IT giants that have Google etc. under its umbrella $Alphabet-A(GOOGL.US$Is04/26 05:30 (Japan Time)...
●The market is 24Q1Sales increased 12.76% year over year to $78.694 billion、EPS was $1.51, up 29.09% from the same period last yearExpected.
●74.36%The analyst has a bullish rating,The average target stock price is $167.03。
● Google's stock price is slightly outperforming the market, but it seems that the difference between Google and rivals in generative AI competition is widening.
● Some analysts see ChatGPT as a real threat to Google's search ad model.
● Meanwhile, Bill Ackman, the founder and CEO of Pershing Square Capital Management, believes that although Alphabet is ahead of Microsoft in AI competition, investors misunderstand that prudence has been delayed.
IT giants that have Google etc. under its umbrella $Alphabet-A(GOOGL.US$Is04/26 05:30 (Japan Time)...
Translated
![[Earnings Preview] Will Google's Alphabet lose to AI competition](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240422/f1882e819e4b4bd9f96f3e3d255c4cd2.png/thumb?area=105&is_public=true)
![[Earnings Preview] Will Google's Alphabet lose to AI competition](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/1714008599343-5220c631da.png/thumb?area=105&is_public=true)
![[Earnings Preview] Will Google's Alphabet lose to AI competition](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240422/69db837fb4b8f9845ffe3f0210a4f6b4.png/thumb?area=105&is_public=true)
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ゴールデンイーグル : Mitsubishi Heavy Industries also split 1.10 shares, but the scale is different. It's probably going to go up even more