NVIDIA決算無事に通過するものの・・・アドバンテスト含めパッとしない日本株
投資銀行で15年働いたボクからの裏話 By YT · 5,518 words · 28 min read · EN

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Hi, hello. This is YT. Well, today too , I'd like to give you an update on Niokado . Well, first of all, the NVIA earnings report, which is displayed here, came out early this morning , and the numbers are, well, as you might expect, pretty good. I think some of you might have imagined that, but
personally, I think the numbers were even better than expected. Well, sales have also roughly doubled compared to the previous year, and the same goes for data center sales. And for the next commercial period, it's 89% , I think, so all the numbers are good. So, well , the profit margin, which had been attracting attention,
was 74%, but considering the rising price of memory, the profit margin hasn't fallen that much, so it's business as usual, and I think it was pretty much a perfect financial result. What I personally found interesting was that, as I mentioned in my talk, these hyperscalers bring money to various companies, but, well, the revenue is also diversified, with
sales to hyperscalers accounting for a little over 50% . So, in terms of the remaining companies, NVIDIA is selling a variety of products, and its revenue is well-diversified, which made it look like a very good situation. So, the thing I'm personally most interested in is the market's reaction after these figures are released, but the
market isn't open yet, and I'm recording this video at 8:43 PM, so the US market is n't open yet, but outside of trading hours, it seems the market was up about 4% this morning . So, what's the current situation? Well, as you can see here , the current position is 5.91, which is an increase from this morning. It's been a while since
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