nvda無事通過したらどうなるんですか？

>>36
売り圧ではなさそうだけど、どのみち明日の朝のNVDAの決算次第やな

NVDA超絶…(*-_・)ﾏﾀﾞﾃﾞｽｶ?

NVDA('∀')⊃？ﾏﾀﾞｶﾅｧ

nvda博打か
無風富田(´・ω・`)

NVDA売ったハゲの禊やろ

先物NVDA決算思い出したのか

>>438
ミニオプ
NVDAの決算で上にぶっ飛ぶに賭けた

nvdaの決算漏れてんだろｗ
そして明日は超絶寄り天ｗ

NVDAの決算で明日の先物60000スタートとかありそう

NVDAの決算忘れてた

この状況からnvda決算ですかそうですか

日経NVDA決算で全戻するやつか

トランプ警戒売りきたか
後場はNVDA警戒売り
つまり

アドバンてめえ
明日NVDA決算だから上がれや

キオクはNVDAと一蓮托生みたいなとこあるからな

NVDA決算跨ぎ、嫌な予感しかしない
好業績好決算ただし市場の期待にゲフンゲフンみたいなオチ

11時にトランプ緊急会見、引け後にNVDA決算ってどこで買っても危険な日やんけ

NVDAは決算良いんだろうけど先の見通しが微妙で下がりそう

NVDAの決算悪いって可能性あるのか？

今サテ

11時トランプまで警戒で売られ、後場NVDA警戒で売られる展開か

ここで焦って買って明日のnvdaで爆死ですね？知ってます

Citron is Short $SNDK — They Don't Ring a Bell at the Top
We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years.

While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower.

Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell.

The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity.
We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak.
Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line.
That bottleneck has an expiration date.

With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call.

Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower.

https://x.com/citronresearch/status/2026304998146015681?s=46&t=GrsizR0Y2dZ3Q30UitZoyw

ファーーー

メタ： AMDと1000億㌦のAIチップメガディールで合意

メタはAMDから1000億㌦以上の AIコンピューティングパワーを購入することに合意
5年間で最大6ギガワットの容量を確保

AMDの株式10%の持分を潜在的に取得する可能性あり
これは急成長するAIチップ市場でAMDの NVDAに対する地位を強化する

NVDA次第🤑