$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ ...

J_M_RIN : ASML is among the high-priced equipment, so I think there are few people who understand that the fluctuations in sales are just for each quarter. Comments are appreciated, ASML is aiming for $1000 again, I will keep an eye on it in the long run.

★ちゃお OP J_M_RIN : J_M_RIN
I'm glad you think the same as me
ASML is the first financial result in the semiconductor sector
So everyone was totally pessimistic, and that ripple spread
Devices aren't the only semiconductors. It is classified as fabless, foundry, and OSAT, and is further classified from there, and each company plays a role. It's inspection equipment, cleaning, etc. There really are a lot of them. ASML manufacturing machines and NVDA GPUs aren't the only semiconductors.
There are so many more.
ASML is the world's number 1 manufacturing equipment manufacturer, so why can't we talk about semiconductors without them
I know, but if you're an investor, semiconductors
what? I want you to study hard before entering. There are many people who say that sales guidance for the next fiscal year and beyond is half of what is expected, that semiconductors are no longer good, that semiconductors are Owakon, and that the AI bubble is bursting, but it's hard for me to understand what they are using to come up with such a solution. If you have a firm understanding of the principles of the semiconductor sector, you shouldn't be able to say things with short-circuit speculations. I feel sorry for the current situation, which is exactly caused by the decline in the market and investor levels.
ASML's financial results were disappointing this time,
Companies that have passed a certain amount of useful life
Because I'm going to buy ASML semiconductor manufacturing equipment.
I also believe that in the future it will be close to what you said about stock prices. Let's look forward to the fourth technological revolution

J_M_RIN ★ちゃお OP : Thank you, I completely agree. I am investing in the semiconductor industry as a whole, I have expectations for NVIDIA, but I also have similar expectations for other component stocks. Thank you for the reconfirmation.

★ちゃお OP J_M_RIN : Thank you J_M_RIN
I'm so happy
Just keep a little SOXL with you.
But that doesn't mean I have any intention of doing position talk.
The evolution of technology is impossible without semiconductors, and I was wondering why everyone couldn't believe it.
The future will surely be the blueprint that J_M_RIN and I are drawing let's have fun thank you so much for returning your comment.
X also does it under the same name, so thank you

J_M_RIN ★ちゃお OP : Thank you for taking the time to reply to the comments. I also want to diligently invest while collecting information, analyzing data, and following economic trends without letting my guard down.

戒律 ★ちゃお OP : Confirmation bias is amazing, isn't it? When digging deeper than consensus estimates, individual company stocks are sold at a cheaper price. It is inconceivable that only ASML's exposure equipment is not needed, so the AI sector will continue to be in high demand, but the semiconductor and semiconductor manufacturing equipment industries, like the ISM index (47.6), are generally expected to be downward.

Low demand -> Negative
Does not sell -> Negative
Does not meet expectations -> Negative

If there are signs of change in these aspects, it will be factored into the stock prices of each company. However, if there is no prospect of resolving the negatives, I think it is a common approach to either focus on companies with high AI ratios or reduce positions.

★ちゃお OP 戒律 : Thank you for returning your comments
I understand your story very well
Yes, everyone is looking at semiconductors in microscopic terms. I'm looking at a wide field of view with macros, so the view that one thing is bad, so everything is useless is strange.
We have been investing in stocks for 25 years.
Since we have been watching the market over a long period of time, the mathematical equation for the current state of the semiconductor sector has been completed in my head.
I can see that they are in the process of forming cup with handle and double bottom.
It's not confirmation bias; I've been watching SOXL since I was a kid, so there's something that works. It remains to be seen whether your manufacturing index is everything or my overall evaluation, which one will be reflected in SOXL. I had fun thank you
Jenson Hwang will be the last to decide the financial results for the semiconductor sector this fiscal year
I was moved by how he sincerely apologized to us at NVIDIA without blaming TSM for Blackwell's delay. The world's top players are also top notch. He's definitely the number one CEO in the world Jensen, I love you