ハービー
commented on
The event "NVIDIA GTC 2026," which has drawn attention from AI and semiconductor industries worldwide, will be held in San Jose, California, from March 16 to 19. Jensen Huang, the CEO, is scheduled to deliver a keynote speech at GTC on Tuesday, March 17, 2026, at 3:00 AM Japan time.
Key themes such as AI infrastructure and next-generation GPUs are expected to be discussed, with significant attention on their potential impact on AI-related stocks and the semiconductor sector.
Where will the next trend in the AI market head? Let’s check out the latest announcements live!
The presentation will be streamed with Japanese subtitles. If you wish to watch,“Reserve”please click the button.
◆Notes
The content of this live stream is provided for your convenience through a subtitle translation service. The subtitles are generated using Microsoft Azure and Amazon Translate. Neither explicit nor implied warranties are made regarding the accuracy, reliability, or precision of machine translations from English to Japanese...
Key themes such as AI infrastructure and next-generation GPUs are expected to be discussed, with significant attention on their potential impact on AI-related stocks and the semiconductor sector.
Where will the next trend in the AI market head? Let’s check out the latest announcements live!
The presentation will be streamed with Japanese subtitles. If you wish to watch,“Reserve”please click the button.
◆Notes
The content of this live stream is provided for your convenience through a subtitle translation service. The subtitles are generated using Microsoft Azure and Amazon Translate. Neither explicit nor implied warranties are made regarding the accuracy, reliability, or precision of machine translations from English to Japanese...
Translated
Jensen Huang, CEO of NVIDIA, delivered the keynote speech at GTC 2026 (with Japanese subtitles).
Mar 16 13:00
23
4
5
ハービー
liked
$PayPay (PAYP.US)$ It seems like Line, Yahoo, and SoftBank could see significant benefits 🤔
Translated
3
ハービー
liked
$LY (4689.JP)$ Do you think the IPO of PayPay will cause the stock prices of LINE and Yahoo! Japan to rise?
Translated
14
4
With 9.5 million contracts in Japan and a projected 95 million registrations in the American market, the benefits to Japan's SoftBank Group are certain.
Translated
5
ハービー
liked
2026 March 3 at 6:47 JST/Bloomberg
The initial public offering (IPO) planned in the US by PayPay and its shareholder SoftBank Group aims to offer a total of 55 million American Depositary Shares (ADS) at a price range of $17-$20 per ADS, seeking to raise up to $1.1 billion (approximately ¥173 billion).
This is expected to be the largest listing of a Japanese company on a US stock exchange to date.
According to documents filed with the US Securities and Exchange Commission (SEC) on the 2nd, PayPay plans to offer 31.1 million ADS, while SoftBank Group will provide 23.9 million ADS. One ADS corresponds to one common share.
The initial public offering (IPO) planned in the US by PayPay and its shareholder SoftBank Group aims to offer a total of 55 million American Depositary Shares (ADS) at a price range of $17-$20 per ADS, seeking to raise up to $1.1 billion (approximately ¥173 billion).
This is expected to be the largest listing of a Japanese company on a US stock exchange to date.
According to documents filed with the US Securities and Exchange Commission (SEC) on the 2nd, PayPay plans to offer 31.1 million ADS, while SoftBank Group will provide 23.9 million ADS. One ADS corresponds to one common share.
Translated
3
ハービー
commented on
$SoftBank Group (9984.JP)$
This time, since there was a request, I'll take a quick look~
In a word, it's fair to say the short-term trend is at its worst.![]()
[Short-term Perspective]
・Chart Pattern
Currently forming a range-bound market between approximately 3,675 and 5,000 yen. The nearest target is around the lower limit of the range at 3,675 yen, but if the decline continues with a double top formation, a drop to around 2,700 yen is expected.
- Ichimoku Cloud
① The conversion line breaks below the base line (reversal)
② The lagging span is just about to break below the candlestick (barely favorable)
③ Candlesticks break below the cloud (leading span) (reversal)
Two-factor reversal, nearly three-factor reversal. Particularly painful as Ichimoku's cloud is acting as a thick resistance. However, some twisting patterns may emerge after around seven daily candles, so there’s potential for a trend reversal there.
・Trading Volume
Volume decreases in tandem with price. Clear reduction in demand. Unless volume recovers by the end of last year, a medium-term trend reversal seems unlikely.
- MACD
Dead cross continues. Histogram is thickening, indicating a deepening trend. No signs of a golden cross yet.
[Outlook and Strategy]
Even from a mid-term trend perspective, the trend is at its worst (trading volume, MACD)…
This time, since there was a request, I'll take a quick look~
In a word, it's fair to say the short-term trend is at its worst.
[Short-term Perspective]
・Chart Pattern
Currently forming a range-bound market between approximately 3,675 and 5,000 yen. The nearest target is around the lower limit of the range at 3,675 yen, but if the decline continues with a double top formation, a drop to around 2,700 yen is expected.
- Ichimoku Cloud
① The conversion line breaks below the base line (reversal)
② The lagging span is just about to break below the candlestick (barely favorable)
③ Candlesticks break below the cloud (leading span) (reversal)
Two-factor reversal, nearly three-factor reversal. Particularly painful as Ichimoku's cloud is acting as a thick resistance. However, some twisting patterns may emerge after around seven daily candles, so there’s potential for a trend reversal there.
・Trading Volume
Volume decreases in tandem with price. Clear reduction in demand. Unless volume recovers by the end of last year, a medium-term trend reversal seems unlikely.
- MACD
Dead cross continues. Histogram is thickening, indicating a deepening trend. No signs of a golden cross yet.
[Outlook and Strategy]
Even from a mid-term trend perspective, the trend is at its worst (trading volume, MACD)…
Translated
8
7
ハービー
reacted to
will reach 28300 by end of wk if war stabilizes even in tension.
3
1
ハービー
voted
Leading the AI semiconductor industry $NVIDIA (NVDA.US)$On February 25, a favorable earnings report was announced, but the response from major related stocks in both the Japanese and US markets has been lackluster. Amid lingering concerns about massive investments in AI and suspicions regarding circular trading, the domestic AI semiconductor boomentering Stage 2. Currently, investors are more focused on mid-tier or smaller companies rather than giant semiconductor manufacturers or major equipment makers. These firms play an essential role in making chips even a millimeter thinner or improving yields by 1%, specializing inMid-sized to small enterprises that handle 'materials and components,' 'inspection,' and 'infrastructure'that quietly support the AI market. Thesekey 'unsung hero' stocks that back the main players of the AI sector have seen sharp recent price increases, categorized into four investment strategy groups.
◆AI and semiconductor-related stocks with notable gains over the past month
Among the sharpest risers over the past month (20-day change rate) are those involved in semiconductor packaging products, $AIMECHATEC (6227.JP)$So,Up 116.42%。 $Furukawa Electric (5801.JP)$isUp 115.70%with both stocks’ prices having nearly doubled in a short period.It became. $Mitsui Kinzoku (5706.JP)$（78.83% increase...
◆AI and semiconductor-related stocks with notable gains over the past month
Among the sharpest risers over the past month (20-day change rate) are those involved in semiconductor packaging products, $AIMECHATEC (6227.JP)$So,Up 116.42%。 $Furukawa Electric (5801.JP)$isUp 115.70%with both stocks’ prices having nearly doubled in a short period.It became. $Mitsui Kinzoku (5706.JP)$（78.83% increase...
Translated
![[AI Semiconductors · 23 Selected Stocks] Ride the recent rising stocks! Capital flows into 'unsung heroes'—doubling in just one month!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20260302/web-1772433238883-ds2YG7EX1W.png/thumb?area=105&is_public=true)
![[AI Semiconductors · 23 Selected Stocks] Ride the recent rising stocks! Capital flows into 'unsung heroes'—doubling in just one month!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20260302/web-1772434723828-Caw5Trk5Gm.png/thumb?area=105&is_public=true)
![[AI Semiconductors · 23 Selected Stocks] Ride the recent rising stocks! Capital flows into 'unsung heroes'—doubling in just one month!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20260302/web-1772434128047-3r5PARmJ1g.png/thumb?area=105&is_public=true)
+3
54
3
31
Translated
1
$NVIDIA (NVDA.US)$It's not rising easily. Sold 1,675 shares of Advantest!
SoftBank Group!
Thinking about aggressive buying...
SoftBank Group!
Thinking about aggressive buying...
Translated
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
ハービー : If TSMC goes up,
NVIDIA's semiconductors,
Advantest, which checks 100%, will also go up.