$Super Micro Computer(SMCI.US)$ I read the conference call, but next quarter
・We have received orders for liquid cooling from 3 major industry-leading companies
・For a monthly capacity of 2000 racks, 1,000 or more are large
I'm referring to that 👀
According to recent Big Tech financial results,
$Microsoft(MSFT.US)$ $Alphabet-C(GOOG.US)$ $Amazon(AMZN.US)$
It was announced that AI investment would increase more and more, and Tesla also announced that it would invest 10 billion dollars in AI.
The bullish guidance for the future depends on whether we can handle these large orders properly!
Q3 2024 Super Micro Computer Inc Earnings Call

The market position distribution is displayed on the right side of Moomoo's individual stock chart, and it's very good to be able to see if people waiting to sell (people with losses) are ahead of the current price.
For example, the attached image $Meta Platforms(META.US)$The distribution of building blocks.
Has it plummeted drastically and is it a push? Maybe buy it? If you look at the stock distribution from this point of view, you can see that there is a resistance line at 488 dollars, and there are many people who have losses.
If this is the case, even if the stock price goes back, the stock price won't rise easily because people with unrealized losses will want to sell at a loss.
Conversely, few people who want to sell have unrealized losses when it's around $450, so it seems like they can somehow get away with selling if the stock price is around that point. There is a big risk that it will exceed 450, and even if you aim for more than that, it will fall further downward due to selling pressure.
$NVIDIA(NVDA.US)$ $Vertiv Holdings(VRT.US)$is doing well today too!
Have a nice day:)

$NVIDIA(NVDA.US)$
Why is TSMC going down!?

$NVIDIA(NVDA.US)$ エヌ株。
下落って、見解する人多いね。でも、また爆あがりするって人も多い。
なのでー！ ホジホジ(ホールド)&買い増しするぅ～！

$Taiwan Semiconductor(TSM.US)$Earnings bulletin
Consensus as described in TradingView
1Q '24 sales $18.27B (109.9% compared to the same period last year, as of confirmation yesterday)
against
1Q '24 sales $18.52B (116.5% YoY; announced today)
So, it was such a surprise!
I'm looking forward to the settlement 🎉
※1Q '23 sales $16.62B (actual results described in TradingView) → even when calculated at this exchange rate
Surprise of 109.9% → 111.43% compared to the same period last year
※Unit: USD
$NVIDIA(NVDA.US)$Related stocks.
TSM financial results: 4/18
VRT settlement: 4/25
$Super Micro Computer(SMCI.US)$Closing: 4/30
tsmc.com/ englis...

moomoo証券配信の4月重要イベントカレンダーに、いよいよ $Bitcoin(BTC.CC)$の半減期が
マイニング銘柄の $CleanSpark(CLSK.US)$はいい感じに押し目。万が一損失を出しても他の保有株の利益と相殺できるので、仮想通貨実物よりも保有しやすいですね。
本命の $NVIDIA(NVDA.US)$が米国確定申告期限4月15日を前にヨコヨコしていて見守るしかないので、仮想通貨イベントがたのしみです

“The US Department of Commerce announced on the 8th that Taiwan Semiconductor Manufacturing (TSMC), the world leader in semiconductors, will pay a maximum subsidy of 6.6 billion dollars (about 1 trillion yen) to a new plant to be built in Arizona, USA. TSMC will set up a third plant to produce advanced semiconductors. The United States aims to build a semiconductor supply network that does not rely on China.” (Nikkei Shimbun)
$Taiwan Semiconductor(TSM.US)$ First, production of 4 nano will begin in Arizona. reliably $NVIDIA(NVDA.US)$ It's probably Blackwell.
TSMC's sales bulletin is on 4/10, and financial results are announced on 4/18. I'm looking forward to it!
U.S. Subsidies TSMC with 1 Trillion Yen to Break Dependence on China Semiconductor Supply Network: Nihon Keizai Shimbun https://www.nikkei.com/article/DGXZQOGN073TO0X00C24A4000000/

$Vertiv Holdings(VRT.US)$opened the window and it's doing great! Today, too, we are doing well at +3%.
It is a company that provides solutions for power management and liquid cooling,
High crude oil → high electricity costs → higher power efficiency than data centers are required → more valuable than VRT
I wonder if there is such a flow? What did I think.
Recently, there has been an upward trend $Crude Oil Futures(AUG4)(CLmain.US)$It's down today, though.
$NVIDIA(NVDA.US)$Related stocks

$U.S. 10-Year Treasury Notes Yield(US10Y.BD)$It had begun to rise, but yesterday it ended in a shady line, and today's trend is also on a downward trend!
$NVIDIA(NVDA.US)$Related stocks are doing great today as well. I still can't let my guard down until 4/15 when I file my final tax return, but it's a great buy.
$Micron Technology(MU.US)$
VRT
TSM
SMCI