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ジャクソンホールでジェローム・パウエルFRB議長が50bpの利下げの可能性を否定する公算が大きいと、UBSのシニア株式ストラテジストであるナディア・ロヴェル氏が述べている。
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Micron's business cycle
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
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$NVIDIA (NVDA.US)$
I feel like this is good enough.
It's still mid-July. Even if it skyrockets too much...
It has just settled. I sense the market sentiment.
Even if it becomes the best in the world now, companies like Microsoft, Apple, etc. will still be knocked down from the perspective of American interests, just like a one-night leader.
In the long run, with ups and downs, it's probably best to wait until August for the outcome. The full picture of Blackwell will also become visible.
It seems that many people are emotionally fluctuating every day when thinking about the market. Well, whether I make noise or not, when it goes up, it goes up, and when it goes down, it goes down. Day traders and short-term investors are a different story. It's only for long-term holders. Eventually, without any brakes, it will become the best company in the world!
Well then! Good night 💤
I feel like this is good enough.
It's still mid-July. Even if it skyrockets too much...
It has just settled. I sense the market sentiment.
Even if it becomes the best in the world now, companies like Microsoft, Apple, etc. will still be knocked down from the perspective of American interests, just like a one-night leader.
In the long run, with ups and downs, it's probably best to wait until August for the outcome. The full picture of Blackwell will also become visible.
It seems that many people are emotionally fluctuating every day when thinking about the market. Well, whether I make noise or not, when it goes up, it goes up, and when it goes down, it goes down. Day traders and short-term investors are a different story. It's only for long-term holders. Eventually, without any brakes, it will become the best company in the world!
Well then! Good night 💤
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$NVIDIA (NVDA.US)$
Expect a close decline (as expected) or a rise. Or rather, hope.
Why is only the semiconductor sector declining ❗
Expect a close decline (as expected) or a rise. Or rather, hope.
Why is only the semiconductor sector declining ❗
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$Micron Technology (MU.US)$
Keeping it for about a week and wishing you didn't sell when it goes up seems to be a common pattern with nvidia.
Keeping it for about a week and wishing you didn't sell when it goes up seems to be a common pattern with nvidia.
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Our CEO said this spring, "We will recover this year and next year's sales will be record-breaking." This means that with MU's stock price already up 60% since the beginning of the year, it will continue to rise until the end of the year, and even further to 2025. Please support us.![]()
They say the future potential of the up-and-coming MU is right there. Analysts' year-end stock price estimates have recently extended to as high as $225.
One more thing not to overlook is not just MU individually, but the relationship woven by Nvidia/Micron/TSMC. Lately, particularly this triangle is impressively strong, I don't see any other examples where each retains independence. Except when the entire sector is in turmoil, if one stock price drops, the other two cover the total. The image itself is an Ultimate Dragon...
Now, it's time for the earnings report. You will understand once you watch the pre-session tonight. And this Ultimate Dragon 🐲 with three heads (a mythological three-headed dragon) is about to fully launch and become impressive in a few years, so let's all support it together.
Nvidia's briefing is going well.![]()
Roar, Micron.![]()
Analyst financial estimates...
One more thing not to overlook is not just MU individually, but the relationship woven by Nvidia/Micron/TSMC. Lately, particularly this triangle is impressively strong, I don't see any other examples where each retains independence. Except when the entire sector is in turmoil, if one stock price drops, the other two cover the total. The image itself is an Ultimate Dragon...
Now, it's time for the earnings report. You will understand once you watch the pre-session tonight. And this Ultimate Dragon 🐲 with three heads (a mythological three-headed dragon) is about to fully launch and become impressive in a few years, so let's all support it together.
Nvidia's briefing is going well.
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$Micron Technology (MU.US)$
Micron Technology: Piper Sandler raised its target share price from $130 to $150.
Micron Technology: Piper Sandler raised its target share price from $130 to $150.
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$Micron Technology (MU.US)$ It's difficult to seize the market. However, the content is not bad, and there is no change in the company that will lead the same way as NVIDIA in the future. I'll hold on for a long time and put up with it. No matter how much the market rises or falls, the market basically responds based on financial conditions and future potential. It's undeniable that there was a feeling that too much was expected. Well, anyway, today I'm going to be a drunkard. It was only when the joy of winning was painful. Good luck and hold!
Thank you for your hard work.
Thank you for your hard work.
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I've saved up a tremendous amount of short sales repayments, so if I head to buy it, it might stop high when the repayment period is due.
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おたまる : huh?
Is the yen depreciating?