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Honma is excessive ‼️ As demand for data centers continues to increase, the need for cloud services and security has increased, and even though they say they use generative AI, there are too many people who are swept away by people they don't understand ‼️
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Sales also surpassed, EPS also surpassed, which was great ❗
However, since a cautious attitude was seen about future prospects, there are many stock price declines, Wall Street analysts, and misplaced analysts who have only gone wrong when a recession occurs, yet they are evaluated by such people, and shareholders who are swept away by them are pathetic, and as I say every time, there is no proper evaluation for companies that produced results that exceed expectations ‼️
No one knows for sure that this will happen to the future economy, and you don't know what's wrong with being careful about it
As NVIDIA says, the data center business will continue to expand in the future, security and cloud businesses are also becoming important, so I think we can have a bright outlook in the long run, and I think that's a real investment ‼️ The CEO has also been involved in generative AI at the original Google, and the fact that humans are attached is also strong ‼️🤗
However, since a cautious attitude was seen about future prospects, there are many stock price declines, Wall Street analysts, and misplaced analysts who have only gone wrong when a recession occurs, yet they are evaluated by such people, and shareholders who are swept away by them are pathetic, and as I say every time, there is no proper evaluation for companies that produced results that exceed expectations ‼️
No one knows for sure that this will happen to the future economy, and you don't know what's wrong with being careful about it
As NVIDIA says, the data center business will continue to expand in the future, security and cloud businesses are also becoming important, so I think we can have a bright outlook in the long run, and I think that's a real investment ‼️ The CEO has also been involved in generative AI at the original Google, and the fact that humans are attached is also strong ‼️🤗
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181301798
commented on
Recently, the S&P 500 has risen to a year-to-date high,Stock buybacks by US companies and insiders are becoming more activeIt has done so, but it has led the S&P 500Major US tech companies sell their holdings to determine profitsDoing it. Will this be a sign that large US tech stocks will plateau?
Rapid increase in US share purchases and share sales of large high-tech companies
According to the research firm Washington Services, business owners and executivesProceed with stock buybacks in NovemberIt's done,The ratio of buyers to sellers reached a high level for the first time in 6 monthsIt's there. Over the past month, Goldman Sachs has seen a “significant increase” in stock buybacks by corporate customers. The Bank of America (BofA) stock buyback platform is similar, according to the company's past dataRecord the week with the most ordersI did. US companies that had refrained from buying back shares at the beginning of this year have now begun implementing share buybacks. According to BofA data, share buybacks by fellow bank customersIt has been above the seasonal level for 3 consecutive weeksThere was also a week where a record high of 4.8 billion dollars was recorded.
On the other hand, NVIDIA, Meta, etc.Rice that has skyrocketed this year...
According to the research firm Washington Services, business owners and executivesProceed with stock buybacks in NovemberIt's done,The ratio of buyers to sellers reached a high level for the first time in 6 monthsIt's there. Over the past month, Goldman Sachs has seen a “significant increase” in stock buybacks by corporate customers. The Bank of America (BofA) stock buyback platform is similar, according to the company's past dataRecord the week with the most ordersI did. US companies that had refrained from buying back shares at the beginning of this year have now begun implementing share buybacks. According to BofA data, share buybacks by fellow bank customersIt has been above the seasonal level for 3 consecutive weeksThere was also a week where a record high of 4.8 billion dollars was recorded.
On the other hand, NVIDIA, Meta, etc.Rice that has skyrocketed this year...
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![Is the sale of NVIDIA's shares a sign that US tech stocks have plateaued? Will US high-tech stocks continue to lead in '24](https://sgsnsimg.moomoo.com/feed_image/181250687/4ccb6f1062e43ed78200cdca0c3b4968.png/thumb)
![Is the sale of NVIDIA's shares a sign that US tech stocks have plateaued? Will US high-tech stocks continue to lead in '24](https://sgsnsimg.moomoo.com/feed_image/181250687/be44f145e03830cba675b4cb8a4128e5.png/thumb)
![Is the sale of NVIDIA's shares a sign that US tech stocks have plateaued? Will US high-tech stocks continue to lead in '24](https://sgsnsimg.moomoo.com/feed_image/181250687/ca047ac5cc87397c82853c5fc2318987.png/thumb)
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I don't understand the meaning of being swept away by the market and selling without trusting the future or ability of our own company ‼️
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To be honest, I don't know why it went down, and I don't know the meaning of being sold in a big way I don't know ‼️
Is it a situation where it only goes down when it goes down, doesn't go up much even when results come out, and it's a situation where my teeth get itchy?
The security stock price situation has gone up, but future predictions are turning downward due to the prospect that a recession will occur ❔🤔🙄
The NVIDIA situation is a situation where stock prices fall regardless of whether a recession is coming or not, demand from major companies such as Amazon and Microsoft will not endure in the future, a current situation that I can't quite understand ❔🤔🙄
Is it a situation where it only goes down when it goes down, doesn't go up much even when results come out, and it's a situation where my teeth get itchy?
The security stock price situation has gone up, but future predictions are turning downward due to the prospect that a recession will occur ❔🤔🙄
The NVIDIA situation is a situation where stock prices fall regardless of whether a recession is coming or not, demand from major companies such as Amazon and Microsoft will not endure in the future, a current situation that I can't quite understand ❔🤔🙄
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181301798
liked
ColumnsStarting with the Nikkei average rising by 84 yen, year-to-date high prices, trading interlacing
Good morning to all Moomoo users!
Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average started at 33710.03 yen, 84.50 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 4.37 points higher than the previous business day at 2395.31.
Top news
The yen is in the middle of the 149 yen range, and the dollar falls due to US PMI employment contraction - cross yen is also being sold in yen
The yen exchange rate of the Tokyo Foreign Exchange Market on the 27th was in the middle of the 1 dollar = 149 yen range, and it has remained flat since the Tokyo market the previous weekend. The dollar fell as the employment index of the US General Purchasing Managers Index (PMI) statistics announced on the 24th began to shrink.
Farewell to the “Deferred Economy” Prices and Wages, Decisions Over 30 Years
The appearance of a “normal economy” where prices and wages are rising has come into view. People, goods, and money stagnated in Japan's deflationary society, where prices had been frozen for 30 years, and the shrinking equilibrium affected people's lives. Can we break away from the entrenched awareness of deferred assumptions and draw a virtuous cycle of moderate inflation and growth?
There is room for increase in Toyota's net profit, and the biggest gap with market expectations is 260 billion yen
Market forecast for the current fiscal year (fiscal year ending 2024/3) based on consolidated net profit...
Market Overview
Today's Nikkei Stock Average started at 33710.03 yen, 84.50 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 4.37 points higher than the previous business day at 2395.31.
Top news
The yen is in the middle of the 149 yen range, and the dollar falls due to US PMI employment contraction - cross yen is also being sold in yen
The yen exchange rate of the Tokyo Foreign Exchange Market on the 27th was in the middle of the 1 dollar = 149 yen range, and it has remained flat since the Tokyo market the previous weekend. The dollar fell as the employment index of the US General Purchasing Managers Index (PMI) statistics announced on the 24th began to shrink.
Farewell to the “Deferred Economy” Prices and Wages, Decisions Over 30 Years
The appearance of a “normal economy” where prices and wages are rising has come into view. People, goods, and money stagnated in Japan's deflationary society, where prices had been frozen for 30 years, and the shrinking equilibrium affected people's lives. Can we break away from the entrenched awareness of deferred assumptions and draw a virtuous cycle of moderate inflation and growth?
There is room for increase in Toyota's net profit, and the biggest gap with market expectations is 260 billion yen
Market forecast for the current fiscal year (fiscal year ending 2024/3) based on consolidated net profit...
Translated
![Starting with the Nikkei average rising by 84 yen, year-to-date high prices, trading interlacing](https://sgsnsimg.moomoo.com/feed_image/181569713/844237f6c0c637889127871edd001bc4.png/thumb)
![Starting with the Nikkei average rising by 84 yen, year-to-date high prices, trading interlacing](https://sgsnsimg.moomoo.com/feed_image/181569713/23a06375fc2630f1a481b8989c1e96d2.png/thumb)
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Despite the robust Q3 print, NVDA stock conspicuously suffered a dip following the results. Per CNBC, some analysts pointed to demand sustainability concerns, particularly the aforementioned export restrictions. Notably, management remarked that the company will feel a negative impact from the policy decision in the current quarter.
Also, a general concern exists about how much speculative fuel can drive NVDA stock. As the business news outlet poin...
Also, a general concern exists about how much speculative fuel can drive NVDA stock. As the business news outlet poin...
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