サッキーの半導体投資

半導体集中投資でサイドFIRE | 野村世界半導体で1.5億円(6バガー/+1.3億円) | $NBIS (8バガー/+3千万)|年間配当800万円超 | たまにドジャース| Youtubeにて半導体投資の状況を日々更新

[サッキーの半導体投資 @sakysemicon]

野村世界業種別投資シリーズ(世界半導体投資)が1.5億円を突破しました🚀

本日Broadcom $AVGO 下落分が反映されるので、かなり減るとは思いますが、今年本当に強い勢いで半導体上昇してます！

そろそろ大将NVIDIA $NVDA が上昇し、7バガー🍔達成できることを祈ってます🙏

半導体投資している方どうぞお気軽にフォローください
#野村世界半導体

[サッキーの半導体投資 @sakysemicon]

野村世界業種別投資シリーズ(世界半導体投資)が1.4億円を突破しました🚀

狂った勢いで半導体株が上昇しているおかげで資産が拡大しています！

大将のNVIDIA様 $NVDA が中々上がり切らないというのはありますが、副将 $AVGO の決算後急騰に期待します🙏

半導体投資している方どうぞお気軽にフォローください

[NVIDIA @nvidia]

SK Group and NVIDIA today announced a $500 billion-plus initiative spanning AI factories and next-generation memory.

➡️ @SKtelecom is building a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory in Korea to serve global compute demand.
➡️ @SKhynix and NVIDIA will codevelop next-generation AI memory, including HBM.

Korea is ready to become a global AI powerhouse with world-class networks and data centers, leadership in chip technology and vast industrial scale.

[サッキーの半導体投資 @sakysemicon]

Nebius $NBIS の投資家は本当にジェットコースター🎢

決算でもないのに1週間で18％上がった日と15%下がる日があるってどういうこと！

刺激的すぎる銘柄だ笑

[Nate Endicott @EndicottInvests]

Life as a $NBIS shareholder sure is fun!

[サッキーの半導体投資 @sakysemicon]

Anthropic🤝SKhynix、Samsung
$SKHY

[Jukan @jukan05]

• Anthropic CEO: “We’ve signed supply agreements with Samsung Electronics and SK hynix.”

[サッキーの半導体投資 @sakysemicon]

5000億ドル規模！？
すごすぎやしないかい、メモリは全部NVIDIA様に献上
$NVDA $SKHY

[パウロ @paurooteri]

うひょー
まじですか、規模がでかすぎる

[サッキーの半導体投資 @sakysemicon]

@beauty_oe さすがに地合いですよね笑
こじつけ感がすごい🧐

[サッキーの半導体投資 @sakysemicon]

@erikabu777 今週きつかったですね、Nebius18%上がった日と15%下がった日が1週間であるのはおかしい、、

[サッキーの半導体投資 @sakysemicon]

「株上がれ！焼き豚は滅！！」

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 erases all gains and turns red on the day as the Iran War escalates and technology stocks fall.

[サッキーの半導体投資 @sakysemicon]

1週間かけて一生懸命上がった分を1日で無かったことにするのはやめてよ🫸

250$回復に期待したワクワクを返してよ、、
$NBIS

[Wall St Engine @wallstengine]

CHINESE MEMORY IS NO LONGER THE CHEAP ALTERNATIVE

China’s largest DRAM maker, CXMT, is reportedly charging more than Samsung’s roughly $1,240 price for comparable 64GB DDR5 server memory modules.

CXMT spent years competing as a cheaper, state-backed alternative. Now, AI data-center demand has tightened conventional memory supply, while Beijing has steered state-owned buyers toward domestic suppliers.

Reuters reports CXMT has secured a five-year agreement worth more than $7 billion with ByteDance and another worth over $3 billion with Tencent.

The company generated $7.5 billion in Q1 revenue, up 719% year over year, and is preparing to debut in Shanghai following an $8.6 billion IPO. New factories could more than double production capacity to over 600,000 wafers per month.

[サッキーの半導体投資 @sakysemicon]

@paurooteri Apple値上げ不可避ですね、、

[サッキーの半導体投資 @sakysemicon]

大谷さん×トランプ親分

[The White House @WhiteHouse]

🐐 x 🐐

[Barchart @Barchart]

Buy the Dip in Memory Stocks, says Morgan Stanley 🚨 🚨

[Shay Boloor @StockSavvyShay]

$NBIS has installed its first full $NVDA Vera Rubin NVL72 rack at its Finland data center alongside Nvidia Spectrum-6 networking.

Nebius is now bringing compute and networking up together to accelerate validation and shorten the path to production workloads.

[サッキーの半導体投資 @sakysemicon]

@HaitoLife 完璧ですね👌

[サッキーの半導体投資 @sakysemicon]

Nebius $NBIS ガチニキたちが土曜までに250$を達成したい動きとのこと！

今日明日で250$までひとっ飛びお願い🚀

[アユミ＠ツンデレ姫 @tsungrow]

https://t.co/tLBuHk3ovd

[サッキーの半導体投資 @sakysemicon]

【Google決算がNebius $NBIS に強気！】

$GOOGLは、内部のキャパシティをさらに構築するまでのつなぎとして、「第3四半期にサードパーティのキャパシティの利用を拡大する」と述べています👀

これはつまり、ネオクラウドの利用を今後拡大するということ

先日にはSpaceX $SPCX の計算資源のリース契約も結んでいるため、これからNebius $NBIS との大型契約にも期待が高まります

これを受けてかNebiusは時間外で2.7%上昇で反応🔥

[Shay Boloor @StockSavvyShay]

$GOOGL says it will “expand the use of third party capacity in Q3” as a bridge while it builds more internal capacity.

After years of surging hyperscaler CaPex, demand still exceeds supply showing shortage is severe enough that even Google will accept lower margins for faster access to compute.

$CRWV, $IREN, $WULF, $HUT, $CIFR, $NBIS, $APLD

[FabyΔ @FABYMETAL4]

$GOOGL フリーキャッシュフローがついにマイナスへ。CapExの$44.92B（YoY+100%）による大規模AI投資が重荷。また、$49.6Bのエクイティ調達と$20.3Bの社債発行という大規模な資金調達は、AI投資の規模感を物語る一方、株式希薄化リスクと負債拡大への注視が必要。

[サッキーの半導体投資 @sakysemicon]

$GOOGL Google cloud成長率加速👀
時間外では上昇で反応

• 売上高 $119.8B vs 予想$116.9B

• EPS $9.11 vs. 予想$2.89

・Google Cloud: $24.77B vs予想 $22.46B、前年比+82%

[Wall St Engine @wallstengine]

ALPHABET $GOOGL Q2’26 EARNINGS HIGHLIGHTS

🔹 EPS ex disclosed equity-gain impact: ~$2.85 (Est. $2.90) 🔴
🔹 Revenue: $119.80B (Est. $117.02B) 🟢; +24% YoY
🔹 Revenue ex-TAC: $103.62B (Est. $101.07B) 🟢; +27% YoY
🔹 CapEx: $44.92B (Est. $44.1B) 🟡; +100% YoY

Segment:
🔹 Google Cloud: $24.77B (Est. $22.46B) 🟢; +82% YoY
🔹 Cloud Operating Margin: 35.6% (Est. 30.8%) 🟢; UP from 20.7% YoY
🔹 Search & Other: $63.27B (Est. $63.28B) 🟡; +17% YoY
🔹 YouTube Ads: $11.06B (Est. $10.81B) 🟢; +13% YoY

Google Services:
🔹 Revenue: $94.54B (Est. $94.32B) 🟢; +15% YoY
🔹 Operating Income: $39.54B; +20% YoY
🔹 Operating Margin: 41.8%; UP from 40.1% YoY
🔹 Google Advertising: $81.63B (Est. $81.12B) 🟢; +14% YoY
🔹 Search & Other: $63.27B (Est. $63.28B) 🟡; +17% YoY
🔹 YouTube Ads: $11.06B (Est. $10.81B) 🟢; +13% YoY
🔹 Google Network: $7.30B; -1% YoY
🔹 Subscriptions, Platforms & Devices: $12.91B (Est. $12.82B) 🟢; +15% YoY

Google Cloud:
🔹 Revenue: $24.77B (Est. $22.46B) 🟢; +82% YoY
🔹 Operating Income: $8.81B; +212% YoY
🔹 Operating Margin: 35.6% (Est. 30.8%) 🟢
🔹 Incremental Operating Margin: ~53.7%
🔸 Cloud growth cleared the 70%-75% buy-side bogey and even the aggressive ~80% expectation

Other Bets:

🔹 Revenue: $382M; +2% YoY
🔹 Operating Loss: -$1.80B vs. -$1.25B YoY

Alphabet-Level Activities:

🔹 Operating Loss: -$5.79B
🔸 Primarily reflects expenses related to shared AI research and development

AI and Other Metrics:

🔹 Gemini App: 950M monthly active users
🔹 Gemini API Usage: 22B tokens per minute
🔹 Gemini Enterprise: Used by nearly 90% of the Fortune 100
🔹 Employees: 198,933; +6% YoY
🔹 Total TAC: $16.18B; +10% YoY
🔹 World Cup-related YouTube videos reached over 1.7B unique viewers

Financials:
🔹 Operating Income: $40.77B (Est. $40.55B) 🟢; +30% YoY
🔸 Equity-security gains added $6.26/share to GAAP EPS
🔹 Operating Margin: 34.0%; UP 2 percentage points YoY
🔹 Net Income: $112.19B; +298% YoY
🔹 Other Income, Net: $97.98B
🔹 Gain on Equity Securities, Net: $99.03B
🔹 Operating Cash Flow: $39.07B
🔹 Free Cash Flow: -$5.86B
🔹 TTM Free Cash Flow: $53.27B
🔹 Cash & Marketable Securities: $242.47B
🔹 Long-Term Debt: $98.17B

Capital Allocation:

🔹 Equity Capital Raised: $49.6B
🔹 Senior Unsecured Notes Issued: $20.3B
🔹 Stock Repurchases: $0
🔹 Dividend: $0.22/share
🔸 Alphabet also authorized an ATM program to sell up to $40B of stock, but had not sold any shares under it as of quarter-end

CEO Sundar Pichai Commentary:

🔸 “Our AI investments are redefining what’s possible across every part of our business.”

🔸 AI features are driving Search query growth.

🔸 Cloud growth accelerated due to demand for AI infrastructure and enterprise AI solutions.

[サッキーの半導体投資 @sakysemicon]

SKhynixn、 Intel工場買収を否定

インテルのオハイオ州半導体キャンパス買収交渉を報じた水曜日の取引時間中に最大8.4%上昇したが、その後、SKハイニックスが「そのような買収を検討も決定もしていない」と報道を否定したことで、上昇幅の大部分を失った

$SKHY $INTC

: - https://t.co/55Itt6CVJA