SMCI
Super Micro Computer
-- 42.000 TSLA
Tesla
-- 357.090 NVDA
NVIDIA
-- 138.630 MSTR
MicroStrategy
-- 380.300 MARA
MARA Holdings
-- 25.630 
Will you pretend that the facts so far never happened? (Necessary for maintaining a mentor)
The performance and outlook of semiconductor companies have been more positive than relatively negative so far.![]()
Regarding the previous earnings of Company N, I couldn't believe it so much that I laughed.![]()
Overall, the earnings of big tech companies have been good, with many of them also showing intentions to accelerate investments in AI.![]()
(Comments on tailwinds for semiconductors)
AMD's information does not give a negative impression on future prospects. I don't pay much attention to intel.![]()
These facts should be factored in, but when it comes to stock prices, as expected, individuals who are currently bullish, bearish, buying, selling, or initiating short sells are conducting trades as if those facts do not exist temporarily due to significant price fluctuations. That is the market. Many people end up thinking that by ignoring past facts and causing a drop in stock prices, the upcoming financial results that have not been announced yet may worsen. The media tends to make speculative statements that align with stock prices immediately, so I hardly watch news. I believe what's essential are performance, prospects, economic indicators, and indicators needed for predicting stock prices. When the temporary movements are curbed, the direction the stock price should move towards is guided by the fact that the actions designated based on those facts will lead to movements in the right direction. I think what everyone should do now is carefully consolidate the facts that have been present so far and calmly consider the actions to be taken.![]()
Of course, as I have mentioned, I am currently evaluating the situation. I cannot say anything authoritative and the way of thinking also varies depending on the positions one holds, so I hope it can be helpful as a reference.![]()
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codeOZ(家長) : Since the value of things such as performance has nothing to do with the tightening of liquidity due to the rebound, adjustments are sufficient if the measures taken by the Fed and banks work, and if they are unbearable, it is a financial crisis. Even if there is no surplus to buy privately, it seems that there are plenty of funds for hedging, etc., so if the timing is good, I don't think it's a bad bet to keep riding while buying down. However, mental health issues are dangerous.
J_M_RIN OP codeOZ(家長) : Is it a financial crisis? If interest rate cuts begin and QE is adjusted, there is no sign that it is likely to develop that far... well, there is also a possibility that it will happen all of a sudden![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Thank you for your comment![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
アマチュア投資家 : What you have to calm down is that when viewed in dollars, the S&P 500 is still in the high price range since the beginning of the year, and it has hardly collapsed. There is foresight in the market, so now that we have begun to incorporate the coming recession, it is likely that the movement to shift positions from high risk places to low risk places (healthcare, public service sectors, bonds, etc.) will continue in the future. The biggest risk is that it gives the impression that the Fed is too tight and out of control, and if that happens, it is likely that funds will come out of stocks as a whole, and when that happens, I think the semiconductor sector will be easy to sell even in high-risk high-tech. Of course, I don't think something like the Lehman shock will occur right now (or rather, if such a crash occurs, leveraged high-tech will be tens of tenths), and it is said that the effects of economic tightening will appear due to time differences, so I don't know what will happen, and it is true that risks are increasing.
There is also a possibility that it may be said that it was the perfect place to buy semiconductors later, but in this phase, applying leverage to semiconductors is nothing but taking the greatest risk, so if you are not trying to gamble to the extent that you aim for one or eight or a life reversal, we recommend investing within a range that is not at all unreasonable.
If it is an investment based on understanding risk, then the rest is individual judgment.
Sorry for the bad post.
ちいきも : I am
I think semiconductors will go down
there's no clear basis lol lol
J_M_RIN OP アマチュア投資家 : Thank you for being polite![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
I think the direction will come out in a few days, so of course I want to make a careful assessment without being overconfident!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
J_M_RIN OP ちいきも : No opinions are wrong, because there is also a market where we have a group of people with various opinions![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
181404620 : The world is like that, isn't it? Even at work, people around me say whatever they want. But when the results come out, they approach me with a face like “I was rooting for you.” I mean this is the world.
かなぶんちゃん : I wonder if the current sentiment is pretty tough... It seems like it's going to be dragged around