Harris or

Hello, it's the beginning of the week ☺

✅ As for the US market, the NY Dow continued to rise by 56 dollars last weekend. However, while interest rate cut observations receded, there was also a scene where it fell to 45 dollars at one point.

✅ The Biden family will decide on future election activities. Withdrawal too. Harris? newsom?

✅ “Edge AI” is attracting attention for AI-related stocks and ETF distributions with dividend yields of 3% or more. i.e., $INTC $GOOG $AAPL $AVGO $ARM NXP, TI, Umbrella, DeepX, DMP Kalray, etc.

✅ The indicators are the Eurozone unemployment rate announcement, the announcement of revised US GDP values, and the South African Central Bank's policy interest rate announcement.

✅ Did the US finish up before the unemployment rate was announced? Japan has large futures, including semiconductors, and is 40,000 yen in response to general shareholders' meetings.

✅ Impression: Edge AI and the like are for applications, and it's hard to scale out one by one. The number of units shipped is overwhelming compared to the cloud, but there are profit margins. There is only reasoning, but the only device that can learn is a limited number of algos, such as Reverser.