Are you going to pretend that there were no facts up until now? (Necessary for maintaining mentors)
① I had a good impression of semiconductor companies' performance and prospects so far rather than being relatively bad![]()
② I laughed and couldn't believe the financial results of N last time![]()
③ Big Tech's financial results also have many financial results that are good to look at as a whole, and they all indicate their intention to accelerate capital investment in AI![]()
(Tailwind remarks for semiconductors)
④ There is no impression that AMD's content or outlook will be negative in the future, and Intel... I don't really care![]()
These facts should be factored in, but when it comes to stock prices, of course, people who are bullish now, people who buy, sell, people who set up short sales, etc. are trading without that fact due to temporary major fluctuations in stock prices, and that is the market. There are many people who have left the facts that have existed until now, and there are many people who think that a drop in stock prices will deteriorate to financial results that have not yet been announced, and the media immediately makes statements that accelerate such speculations according to stock prices, so I hardly watch the news; I think what is necessary is performance, forecasts, economic indicators, indicators necessary for predicting stock prices, etc., and stock prices use the fact that temporary movements are suppressed as an indicator It is moving in the direction it should be heading, and I think what everyone should do now is to carefully summarize the facts that have existed until now and calmly think about the actions they should take![]()
Of course, as I told you, I'm making a decision right now, I can't say anything bossy, and the way of thinking changes depending on the positions they each have, so I hope you can use it as a reference![]()
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SOXL、TSLL、マイニング株で中長期でまずは資産1億目指しているものです┏○ﾍﾟｺｯ
鋼のメンタルは客観的データに基づくもの
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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.
ジョモりん 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
ジョモりん 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")
ジョモりん 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