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On July 18, 2025, the U.S. market saw the release of economic Indicators.The number of Residence construction starts.The results indicated a trend towards inflation. This is a factor for falling stocks.
The University of Michigan Consumer Sentiment Index.(Preliminary value) was announced following the previous month.Rising.Consumers in the US are becoming optimistic. This is a factor for a stock market decline.
Large AI stocksNVDAIt is experiencing resistance at the upper levels and is slightly declining.
Streaming stocks.NFLXIt had been sold since entering July, but remained flat on the 14th, 15th, 16th, and 17th. Today, the 18th, there is a possibility of a stronger downward trend due to significant selling.
Cryptocurrency stocks.COINwasIt has been rising for three consecutive days.Today, it opened with a gap and has been bought favorably.
Securities stocksHOOD.wasIt has been rising for three consecutive days.It is.COINIt can be seen that they were bought opening a gap and are Bullish.
Large-cap tech stocks.METAis.Four consecutive days of decline.It is.
Cryptocurrency stocks.MSTRis.It has been down for two consecutive days.Not all cryptocurrency stocks are down, but some are.
Chinese EC and cloud stocks.BABAAfter a significant rebound on the 15th, it had lost momentum, but today it opened with a gap and is regaining its strength.
EV battery stocksQSis.rising for 9 consecutive days.By mid-June, the stock price, which was around $4, has increased to $14...
The University of Michigan Consumer Sentiment Index.(Preliminary value) was announced following the previous month.Rising.Consumers in the US are becoming optimistic. This is a factor for a stock market decline.
Large AI stocksNVDAIt is experiencing resistance at the upper levels and is slightly declining.
Streaming stocks.NFLXIt had been sold since entering July, but remained flat on the 14th, 15th, 16th, and 17th. Today, the 18th, there is a possibility of a stronger downward trend due to significant selling.
Cryptocurrency stocks.COINwasIt has been rising for three consecutive days.Today, it opened with a gap and has been bought favorably.
Securities stocksHOOD.wasIt has been rising for three consecutive days.It is.COINIt can be seen that they were bought opening a gap and are Bullish.
Large-cap tech stocks.METAis.Four consecutive days of decline.It is.
Cryptocurrency stocks.MSTRis.It has been down for two consecutive days.Not all cryptocurrency stocks are down, but some are.
Chinese EC and cloud stocks.BABAAfter a significant rebound on the 15th, it had lost momentum, but today it opened with a gap and is regaining its strength.
EV battery stocksQSis.rising for 9 consecutive days.By mid-June, the stock price, which was around $4, has increased to $14...
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This article uses some Auto-Translation.
$Taiwan Semiconductor (TSM.US)$ The Earnings Reports for Q2 2025 announced a record profit, driven by strong demand related to generative AI.
●Revenuecompared to the same period last yearincreased by 38.6%の933.792 billion Taiwanese dollars、Financial Estimateswas928.484 billion Taiwanese dollars。
●Net profitcompared to the same period last yearincreased by 60.7%の398.273 billion Taiwan dollars、Financial Estimateswas378.296 billion Taiwanese dollars.。
●operating profitcompared to the same period last yearIncreased by 61.7%の463.423 billion Taiwan dollars、Financial Estimateswas444.673 billion Taiwan dollars。
●EPS(1株当たり純利益)compared to the same period last yearincreased by 60.7%の15.36台湾ドル、Financial Estimateswas14.55 Taiwan Dollars。
All exceeded market expectations. Cutting-edge manufacturing processes such as 3 nanometers (N3) and 5 nanometers (N5) boosted revenue.
Related Articles:[TSMC Earnings Report] Q2 2025 earnings: revenue 933.792 billion Taiwan dollars (Financial Estimates 928.484 billion Taiwan dollars) EPS 15.36 Taiwan dollars (Financial Estimates 14.55 Taiwan dollars)
After the Earnings Reports, the stock pricesurged 4% in after-hours Trade（7月...
$Taiwan Semiconductor (TSM.US)$ The Earnings Reports for Q2 2025 announced a record profit, driven by strong demand related to generative AI.
●Revenuecompared to the same period last yearincreased by 38.6%の933.792 billion Taiwanese dollars、Financial Estimateswas928.484 billion Taiwanese dollars。
●Net profitcompared to the same period last yearincreased by 60.7%の398.273 billion Taiwan dollars、Financial Estimateswas378.296 billion Taiwanese dollars.。
●operating profitcompared to the same period last yearIncreased by 61.7%の463.423 billion Taiwan dollars、Financial Estimateswas444.673 billion Taiwan dollars。
●EPS(1株当たり純利益)compared to the same period last yearincreased by 60.7%の15.36台湾ドル、Financial Estimateswas14.55 Taiwan Dollars。
All exceeded market expectations. Cutting-edge manufacturing processes such as 3 nanometers (N3) and 5 nanometers (N5) boosted revenue.
Related Articles:[TSMC Earnings Report] Q2 2025 earnings: revenue 933.792 billion Taiwan dollars (Financial Estimates 928.484 billion Taiwan dollars) EPS 15.36 Taiwan dollars (Financial Estimates 14.55 Taiwan dollars)
After the Earnings Reports, the stock pricesurged 4% in after-hours Trade（7月...
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![[TSMC Earnings Reports Summary] The demand for AI continues, revenue forecasts are revised upward! How long will the stock rally last?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250717/web-1752746663892-lzC3oXd9ED.jpeg/thumb?area=105&is_public=true)
![[TSMC Earnings Reports Summary] The demand for AI continues, revenue forecasts are revised upward! How long will the stock rally last?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250717/web-1752746387431-TcC0No4FOd.png/thumb?area=105&is_public=true)
![[TSMC Earnings Reports Summary] The demand for AI continues, revenue forecasts are revised upward! How long will the stock rally last?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250717/web-1752747110813-isPqCDgurZ.jpeg/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
1. H20 AI chip exports have been reapproved, and shipments to China will resume.
• With the cooperation of the former Trump administration, Nvidia's H20 AI chip exports to China have obtained U.S. government approval and are set to resume, as announced.
• A newly designed 'China market-specific Blackwell RTX Pro 6000 series' chip was also announced, and orders from Chinese companies have surged.
2. CEO Jensen Huang, Media Briefing in Beijing on July 16
• Mr. Huang is currently in Beijing, where he will hold a press conference and share future outlooks on July 16, amid his visits to both the U.S. and Chinese markets.
• China's sales amount to approximately 17 billion dollars (13% of total sales), making it a strategically important region for the company.
3. Market Cap Exceeds 4 Trillion Dollars, Strengthening AI Infrastructure Market Dominance
• On July 9, Nvidia's Market Cap briefly reached $4 trillion. As a company at the forefront of the AI boom, it has been valued higher than Microsoft and Apple.
• The surge in demand for AI inference tokens, with generation volumes increasing by more than tenfold year-over-year, is a key factor behind this growth.
• The CEO executed a large-scale sale of the company's own stocks.
...
1. H20 AI chip exports have been reapproved, and shipments to China will resume.
• With the cooperation of the former Trump administration, Nvidia's H20 AI chip exports to China have obtained U.S. government approval and are set to resume, as announced.
• A newly designed 'China market-specific Blackwell RTX Pro 6000 series' chip was also announced, and orders from Chinese companies have surged.
2. CEO Jensen Huang, Media Briefing in Beijing on July 16
• Mr. Huang is currently in Beijing, where he will hold a press conference and share future outlooks on July 16, amid his visits to both the U.S. and Chinese markets.
• China's sales amount to approximately 17 billion dollars (13% of total sales), making it a strategically important region for the company.
3. Market Cap Exceeds 4 Trillion Dollars, Strengthening AI Infrastructure Market Dominance
• On July 9, Nvidia's Market Cap briefly reached $4 trillion. As a company at the forefront of the AI boom, it has been valued higher than Microsoft and Apple.
• The surge in demand for AI inference tokens, with generation volumes increasing by more than tenfold year-over-year, is a key factor behind this growth.
• The CEO executed a large-scale sale of the company's own stocks.
...
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$NVIDIA (NVDA.US)$
NVIDIA is right in the middle of the AI boom. Although the stock price has already risen significantly, there are increasing voices saying, 'This is just the beginning.'
✅ The next-generation chip Blackwell is also in preparation following the H100 and H200.
✅ Data centers around the world are adopting NVIDIA's GPUs.
✅ Major companies like SoftBank, Amazon, and Microsoft are expanding their adoption.
✅ Both profit margins and cash flow are astonishing.
✅ The options market this week also sees a bullish trend with calls dominating, indicating that bullish sentiment is accelerating!
"Do you feel that it's already gone up too much?"
This is the "beginning era" of AI. Only NVIDIA is running so far.
Even if there is a temporary adjustment, it is an opportunity to prepare for the future.
Still continuing to hold tightly.
Rather, I plan to further increase my position before the next earnings report 📈.
NVDA is the infrastructure of the AI era. There seems to be no reason not to hold it.
NVIDIA is right in the middle of the AI boom. Although the stock price has already risen significantly, there are increasing voices saying, 'This is just the beginning.'
✅ The next-generation chip Blackwell is also in preparation following the H100 and H200.
✅ Data centers around the world are adopting NVIDIA's GPUs.
✅ Major companies like SoftBank, Amazon, and Microsoft are expanding their adoption.
✅ Both profit margins and cash flow are astonishing.
✅ The options market this week also sees a bullish trend with calls dominating, indicating that bullish sentiment is accelerating!
"Do you feel that it's already gone up too much?"
This is the "beginning era" of AI. Only NVIDIA is running so far.
Even if there is a temporary adjustment, it is an opportunity to prepare for the future.
Still continuing to hold tightly.
Rather, I plan to further increase my position before the next earnings report 📈.
NVDA is the infrastructure of the AI era. There seems to be no reason not to hold it.
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$NVIDIA (NVDA.US)$
Here are the key points of the report by Loop Capital's Analyst Ananda Baruah:
⸻
🍏 Apple has placed an order for the GB300 NVL72 Server worth approximately 1 billion dollars.
• Mr. Baruah reports that "Apple is collaborating with Dell and Super Micro to order about 250 units of the GB300 (Blackwell Ultra) equipped NVL72 Server, at a price of 3.7 to 4 million dollars per unit, totaling about 1 billion dollars."
• This indicates that Apple has officially entered the large-scale generative AI cluster construction.
⸻
📈 A bullish view on NVDA stocks and raised target price.
• The analyst predicts that AI infrastructure investments will grow to a scale of 2 trillion dollars by 2028, and analyzes that NVIDIA is on the front line of this "golden wave".
• Based on this reasoning, the target price for the company's NVDA stocks has been raised from the previous 175 dollars to 2...
Here are the key points of the report by Loop Capital's Analyst Ananda Baruah:
⸻
🍏 Apple has placed an order for the GB300 NVL72 Server worth approximately 1 billion dollars.
• Mr. Baruah reports that "Apple is collaborating with Dell and Super Micro to order about 250 units of the GB300 (Blackwell Ultra) equipped NVL72 Server, at a price of 3.7 to 4 million dollars per unit, totaling about 1 billion dollars."
• This indicates that Apple has officially entered the large-scale generative AI cluster construction.
⸻
📈 A bullish view on NVDA stocks and raised target price.
• The analyst predicts that AI infrastructure investments will grow to a scale of 2 trillion dollars by 2028, and analyzes that NVIDIA is on the front line of this "golden wave".
• Based on this reasoning, the target price for the company's NVDA stocks has been raised from the previous 175 dollars to 2...
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【Must Check! Top 10 Trending Stocks】Welcome!![]()
Here are the top 10 stocks that have been trending in the app last week.I hope this provides new perspectives for considering investment options and helps sharpen investment skills.
Last week (June 30 - July 3), in the US stock market,the S&P 500 and Nasdaq Composite Index both set record highs for two consecutive trading days.
As for the reasons behind the rise,the passage of a major tax cut bill promoted by the Trump administration, as well as the employment statistics and ISM Non-Manufacturing Index being viewed positively by market participants, are cited.
What were the stocks that particularly attracted attention amidst the favorable market trends?![]()
Let's check the top 10 hot stocks!
1. $NVIDIA (NVDA.US)$ (Level of attention ⭐⭐⭐⭐⭐)
On the 3rd, NVIDIA announcedAn all-time high.Updated,the Market Cap reached 3.88 trillion dollars.This surpassed Microsoft and Apple,and reclaimed the top position in the world.。
In addition, the company's latest generation AI chip "Blackwell Ultra AI ...
Here are the top 10 stocks that have been trending in the app last week.I hope this provides new perspectives for considering investment options and helps sharpen investment skills.
Last week (June 30 - July 3), in the US stock market,the S&P 500 and Nasdaq Composite Index both set record highs for two consecutive trading days.
As for the reasons behind the rise,the passage of a major tax cut bill promoted by the Trump administration, as well as the employment statistics and ISM Non-Manufacturing Index being viewed positively by market participants, are cited.
What were the stocks that particularly attracted attention amidst the favorable market trends?
Let's check the top 10 hot stocks!
1. $NVIDIA (NVDA.US)$ (Level of attention ⭐⭐⭐⭐⭐)
On the 3rd, NVIDIA announcedAn all-time high.Updated,the Market Cap reached 3.88 trillion dollars.This surpassed Microsoft and Apple,and reclaimed the top position in the world.。
In addition, the company's latest generation AI chip "Blackwell Ultra AI ...
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![[Must Check! Top 10 Trending Stocks] U.S. stocks continue to hit record highs, is it optimism or caution? Let's explore from the spotlight stocks.](https://sgsnsimg.moomoo.com/sns_client_feed/181000788/20250708/web-1751953691630-FohEHurBLm.png/thumb?area=105&is_public=true)
![[Must Check! Top 10 Trending Stocks] U.S. stocks continue to hit record highs, is it optimism or caution? Let's explore from the spotlight stocks.](https://sgsnsimg.moomoo.com/sns_client_feed/181000788/20250708/web-1751954088605-S0MZSJHWgH.png/thumb?area=105&is_public=true)
![[Must Check! Top 10 Trending Stocks] U.S. stocks continue to hit record highs, is it optimism or caution? Let's explore from the spotlight stocks.](https://sgsnsimg.moomoo.com/sns_client_feed/181000788/20250708/web-1751954165108-vRNXHcU5QA.png/thumb?area=105&is_public=true)
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On the 3rd, the U.S. House of Representatives passed the large-scale tax and spending bill 'Big and Beautiful Bill' promoted by President Trump. After intense negotiations within the ruling party, the Republican Party, Trump secured a victory to realize key promises made during the presidential election. After a long discussion, the House of Representatives passed the bill in the afternoon of the 3rd with a narrow vote of 218 in favor and 214 against. The Senate had passed it on the 2nd with a one-vote difference cast by Vice President J.D. Vance, who also serves as the Senate President.
This bill is a representative legislative policy that President Trump is promoting after his return to the White House in early 2025.The main content includes the permanent implementation of personal income tax reductions carried out during the Trump administration's first term, and a temporary exemption from taxation on tips and overtime pay received by restaurant employees, with its core content being the reduction of corporate tax rates for companies that manufacture within the United States.。
Additionally,The budget for welfare programs has been cut, and most of the clean energy policies that former President Biden worked on have been rolled back.The bill offers significant tax benefits to specific industries...
This bill is a representative legislative policy that President Trump is promoting after his return to the White House in early 2025.The main content includes the permanent implementation of personal income tax reductions carried out during the Trump administration's first term, and a temporary exemption from taxation on tips and overtime pay received by restaurant employees, with its core content being the reduction of corporate tax rates for companies that manufacture within the United States.。
Additionally,The budget for welfare programs has been cut, and most of the clean energy policies that former President Biden worked on have been rolled back.The bill offers significant tax benefits to specific industries...
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$NVIDIA (NVDA.US)$
The semiconductor giant NVIDIA has become an indispensable player in the development of self-driving Cars technology. CEO Jensen Huang has stated, "In the future, we will enter an era of hundreds of millions of self-driving Cars," generating considerable discussion.
He also commented, "We stopped thinking of ourselves as just a chip company a long time ago," suggesting an increasing commitment to the self-driving business.
■ Focusing on autonomous driving and robotics.
During the NVIDIA annual Shareholder meeting held on June 25, 2025, Mr. Huan stated, "We are working towards a future where billions of robots, millions of autonomous Cars, and hundreds of thousands of robotic factories operate using NVIDIA technology."
<Original Text>
We’re working towards a day where there will be billions of robots, hundreds of millions of autonomous vehicles,...
The semiconductor giant NVIDIA has become an indispensable player in the development of self-driving Cars technology. CEO Jensen Huang has stated, "In the future, we will enter an era of hundreds of millions of self-driving Cars," generating considerable discussion.
He also commented, "We stopped thinking of ourselves as just a chip company a long time ago," suggesting an increasing commitment to the self-driving business.
■ Focusing on autonomous driving and robotics.
During the NVIDIA annual Shareholder meeting held on June 25, 2025, Mr. Huan stated, "We are working towards a future where billions of robots, millions of autonomous Cars, and hundreds of thousands of robotic factories operate using NVIDIA technology."
<Original Text>
We’re working towards a day where there will be billions of robots, hundreds of millions of autonomous vehicles,...
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