$Modine Manufacturing(MOD.US)$
If it's a cooling solution for DC, I think this is the place for anything other than VRT. PER is also one-quarter of VRT, isn't it? If it's a chip, I think SMTC would be good if it were anything other than NVDA/MU. It's similar, but it's not TSMC.

$Oklo Inc(OKLO.US)$
Normally, no matter how much it falls, you think it will rebound at the 200-day line, right? I pointed to $11 and went to bed thinking it would be a tight fit, and this is it...

$Oklo Inc(OKLO.US)$ But I believe... 😭 Sam and Oklo... 😭

$NVIDIA(NVDA.US)$ Good morning!
I want it to end with a raise. Have a drunken weekend!

$NVIDIA(NVDA.US)$
There will be many related events from next week to mid-June, and it is expected that this will be an opportunity for a reversal.
Financial results are ahead for the image event in May, and for the Apple developer event and Broadcom in June.
Both are seen as an opportunity to dispel the sense of stagnation that has gone through the financial season with stocks representing AI-related stocks.
Quoted from Mosate this morning 📺 why did you stop 🙏

$Alphabet-A(GOOGL.US)$
If the high price is 174.7 with PER 26.26, I think the upper price is pretty light and cheap. I wonder if I'll buy it if I make a push at the daily chart level

$NVIDIA(NVDA.US)$
Questionnaire: Assuming that the stock price increased steadily until the next settlement and broke through $1000, would you make a profit and run away once?

$Palo Alto Networks(PANW.US)$
It's a little while, but I'll buy it. I have a feeling that it will be raised in the next financial results.

$Super Micro Computer(SMCI.US)$PEG is an index that shows whether PER is expensive or cheap. If it falls below 1, it is undervalued compared to the profit growth rate. Sales for this quarter just fell slightly short of expectations, and since the content was positive, they were sold back after a round of after-sale purchases, but sales forecasts were revised upward, and I held on. I'd like to buy more if I have the money.
EPS 6.65 dollars for the current quarter (forecast 5.58) → 4th quarter EPS forecast 7.62 to 8.42 dollars (forecast 6.97)
Full-year sales forecast revised upward to 143-14.7 billion dollars → 147-15.1 billion dollars (*double the previous year's 7.1 billion dollars)
Full-year EPS forecast 23.29-24.09 dollars