US Market Outlook: NVIDIA Stock Prices Soar, Bulls Are Uneasy - Whether Years of Profit Are Included? The Dow Average Starts at $179 Higher

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NVIDIA's stock price has skyrocketed, and the bullies are uneasy -- will this include several years' worth of profit
US semiconductor manufacturers that occupy an overwhelming market share in semiconductors for artificial intelligence (AI), $NVIDIA(NVDA.US)$The sharp rise in stock prices from the beginning of 2023 was so rapid and strong that even bullish investors can't help but feel uneasy about the extent to which there is room for growth left. If you consider the nearly 550% increase since the beginning of last year, that will be the case for the most unwavering bullies. NVIDIA's earnings growth is a reality, and Wall Street sentiment continues to be overwhelmingly optimistic, but such a sharp rise tends to incorporate several years' worth of unrealized profit increases.
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The dawn of humanoid robots and innovation with AI! Which stocks are likely to benefit?
The development of artificial intelligence (AI) is expected to bring revolutionary changes to the humanoid robot industry. Along with the expansion of the supply chain for humanoid robots, profits and potential growth potential are increasing in various fields. Investors, from electronics giants to software companies, will find investment opportunities in the rise of such robots.

Is Tesla changing the leading role in the automobile industry again due to the rush to cut target stock prices and the rapid rise in Toyota?
Expectations for electric cars, which have been greatly excited, have now slowed globally. The world's major automobile manufacturers have postponed their electric vehicle investment plans one after another, and the United States $Tesla(TSLA.US)$It can also be confirmed from changes in stock prices of major EV manufacturers, starting with Since the beginning of the year, $Toyota Motor(7203.JP)$The stock price of has risen by nearly 40%, but Tesla's stock price has fallen by 30% or more since the beginning of the year, and is moving in the low range.
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Is it true that the dollar will appreciate if Mr. Trump returns, I disagree with Wall Street's point of view - latest research
Wall Street's view, which predicts that if former US President Trump returns to the White House, it will trigger a rise in the dollar exchange rate may go against history. According to a research paper that analyzed data for about 40 years, the dollar fell by an average of 1.3% during the year of the Republican administration. According to the pre-review paper, while the dollar rose by an average of 4.2% in the year of the Democratic Party administration, prices fell under the Republican administration, and the rate of decline (on a trade-weighted basis) in the first year of the Trump administration was 10%. An important factor to be aware of is trade strategy, and research results show how it has historically had the greatest impact on the dollar exchange rate.

Trump Media continues to grow drastically with a 20% increase overtime = individual US stocks
The day before, a new transaction was started due to a merger with a special acquisition purpose company (SPAC) $Trump Media & Technology(DJT.US)$It has continued to grow drastically outside of hours. It seems to have become popular along with the presidential election. However, in the individual stock options market, there are also movements in preparation for a sharp decline.

Approaching the expiration of a large number of yen options - the risk of intervention will increase at 152 to 155 yen
The expiration of the dollar/yen option of about 3 billion dollars (about 460 billion yen) is approaching, and traders are nervous. This is because the yen has fallen to close to the level that triggers intervention. Treasurer Kanda Masato showed the strongest possibility of intervention in recent months on the 25th. The yen exchange rate is moving at a low for the first time in 34 years, that is, near the level where intervention was triggered in 2022. This is worrying news for traders who sold dollar/yen options with an exercise price of 1 dollar = 150 yen 50 sen and an estimated principal amount of 2.85 billion dollars during the 28 day period. This is the expiration date for the largest dollar/yen option this year, which is settled during the US Securities Depository Transfer Period (DTCC).

The US FRB had the biggest deficit ever last year and interest payments increased due to drastic interest rate hikes
The US Federal Reserve (FRB) announced the financial status (audited) for 2023 on the 26th. Interest payments to bank reserves etc. increased drastically due to aggressive interest rate increases aimed at controlling inflation, etc., and a deficit of 114.3 billion dollars, which is the largest ever, was recorded. There was a surplus of 588 billion dollars in '22. The FRB says that loss recording will not affect the operation of monetary policy.

Individual investors' meme stock enthusiasm revived, stock prices and FRB messages boosted
Individual investors are once again enthusiastic about meme stocks. Reassuring messages from the US financial authorities $GameStop(GME.US)$Performance expectations and stock appreciation have brought a sense of elation to day traders. The volume of option transactions for individual investors increased. Call options that assume a further rise in the already high stock price index have already been purchased. Investors are social media companies that carried out initial public offerings (IPOs) last week $Reddit(RDDT.US)$While moving to buy stocks, stock prices of popular meme stocks have also been boosted, and Game Stop's stock price rose 15% on the 25th. The crypto asset (virtual currency) Bitcoin has also been pushed to a new high.