Trade_noteの掲示板

とりあえず円高止まって貰えませんか？💧

>>3160

ぷぎゃー🙀になるとこだったと思って
いざ始まったらぷぎゃー🙀🙀🙀でした
浮上するのに3、4年かかるのかなー🙀

>>3161

お疲れ様です💧
いやいや大変でしたね😢
業界的にグレーな部分もあるのでしょうけど
多少グレーじゃないと利益出せないでしょなんて
どこの業界も一緒だと思うんですが🥲

私は半導体関連で爆死中ですので、ちょくちょく買い増ししながら浮上するのを待ちます〜😇😇

>>3156

結局、2日目の寄りで追加して、なんとか持ち堪えましたが、本当に売り崩しの大切さが身に沁みます。

>>3159

今日の結果次第では半導体が更にぷぎゃー🙀になるとこでしたぷぎゃー🙀

>>3158

思ってたより悪くないよ😳

🇺🇸米雇用統計（8月）

🇺🇸非農業部門雇用者数
結果：+14.2万人
予想：+16.0万人
前回：+11.4万人

🇺🇸失業率
結果：4.2%
予想：4.2%
前回：4.3%

🇺🇸平均時給 前月比
結果：+0.4%
予想：+0.3%
前回：+0.2%

そうだよー😋
CXLの需要出てくると思ってるー😆


Astera Labs (NASDAQ:ALAB) was upgraded to Overweight from Equal-weight as demand remains strong for its artificial intelligence connectivity solutions and its lower price creates an attractive entry point, according to Morgan Stanley.

Astera Labs just went public recently on March 20. Shares were up 6% during late morning trading on Wednesday.

Morgan Stanley set a price target of $55 on the stock.

"Following the recent pullback on GB200 content concerns, the stock is trading +50% below post-IPO peaks, and we now see a compelling entry point," said Morgan Stanley analyst Joseph Moore, in a note. "We continue to believe that their growth trajectory is strong, and trust the management team's ability to execute."

Astera Labs is a pure-play datacenter connectivity company, and its primary customers include hyperscalers, AI accelerator vendors and system original equipment manufacturers.

"While retimer content in Nvidia's (NVDA) rackscale solutions potentially decreases, multiple in-house chips from hyperscalers are ramping this year, including Amazon (AMZN), Google (GOOG)(GOOGL), Meta (META), and more," Moore added. "We do not know Astera's specific content per customer, but we do believe that their closest relationship is with Amazon from their warrant agreements."

Astera Labs has a Buy rating from Seeking Alpha analysts and a Strong Buy rating from Wall Street analysts. It is not covered by Seeking Alpha's Quant system.

サンウェルズさん
ここまて下げられるんですか🙀
地合いもあってかな？😳

>>3154

おはぎゃーっ🙀🙀🙀

TMFさん素晴らしい🤣
だけど半導体がーあああ🙀

>>3152

おはようございます🌞
うーん…不正請求ですか💧
この業界は多いとは良くみますが、明るみになっちゃうと厳しいですね😢

サンウェルズ、不正請求？うーん…

>>3149

ALAB $43 エントリー

だめっ🙅
SMCI 430で大損切り🥲

>>3145

ほぼ全戻し😇
ぷぎゃー🙀
昨日買わないでよかたっ🤣

🇺🇸PCEデフレーターの結果です✍️

21:30発表📣
🇺🇸PCEデフレーター(前年比)
結果：+2.5%
予想：+2.5%
前回：+2.5%

🇺🇸PCEコア・デフレーター(前年比)
結果：+2.6%
予想：+2.7%
前回：+2.6%

$DELL Technologies Q2 Earnings Highlights:

🔹 EPS: $1.89 (Est. $1.68) 🟢
🔹 Revenue: $25.03B (Est. $24.12B) 🟢
🔹 Adj Operating Income: $2.03B (Est. $1.85B) 🟢

Infrastructure Solutions Group (ISG):
🔹 Revenue: $11.65B (Est. $10.58B) 🟢; UP 38% YoY
🔹 Servers & Networking Revenue: $7.7B; UP 80% YoY
🔹 Storage Revenue: $4.0B; DOWN 5% YoY

Client Solutions Group (CSG):
🔹 Revenue: $12.4B; DOWN 4% YoY
🔹 Commercial Revenue: $10.6B; Flat YoY
🔹 Consumer Revenue: $1.9B; DOWN 22% YoY

Overall Financial Performance:
🔹 Total Revenue Growth: +9% YoY
🔹 GAAP Operating Income: $1.34B; UP 15% YoY
🔹 GAAP EPS: $1.17; UP 86% YoY
🔹 Cash Flow from Operations: $1.3B

Business Highlights:
🔹 AI-Optimized Server Demand: $3.2B in Q2; UP 23% sequentially
🔹 Shareholder Returns: $1B through share repurchases and dividends
🔹 Cash and Investments: $6.0B at quarter-end

AM3時からの失速あるあるでしたかー残念😢

狙ってたとこが急騰して買えなくなるあるある🤣