がらんのがびまる
liked
Announced at 23:00 on 2024/7/3ISM Non-Manufacturing IndexResults for the previous month of 53.848.8It was.
It can be said that the US service industry is in recession by breaking 50, which is the turning point between the boom and recession.
After 2020/5/6 when it dropped drastically due to the effects of the coronavirus shockThe lowest numberIt is.
It became a material for interest rate cutsStock heightIt's a factor.
It was announced on 2024/7/2Number of JOLTS job offersThe result was 8.14 million compared to 7.919 million people in the previous month.
Because the boom in the labor market will recede the period of interest rate cutsStock depreciationIt's a factor.
It was announced on 2024/7/3 at 21:15Number of ADP employees (month-on-month)Results for 0.157 million people in the previous month150,000 peopleIt was.
This is the third consecutive month of decline.
Number of JOLTS job offersOn the other hand, it was strongNumber of ADP employeesA weak number came out.
The reason why the number of employed people is declining even if the number of job offers is high is the sector where jobs are increasingbiasedIt's from there.
It was announced on 2024/7/3Number of new unemployment insurance claimsResults for 0.234 million cases the previous week0.238 million piecesIt was.
The decline stopped for 2 consecutive weeks and rebounded.
The upward trend has been getting stronger since the beginning of May.
unemployedThe increase in interest rates became material for interest rate cutsStock heightFactors...
It can be said that the US service industry is in recession by breaking 50, which is the turning point between the boom and recession.
After 2020/5/6 when it dropped drastically due to the effects of the coronavirus shockThe lowest numberIt is.
It became a material for interest rate cutsStock heightIt's a factor.
It was announced on 2024/7/2Number of JOLTS job offersThe result was 8.14 million compared to 7.919 million people in the previous month.
Because the boom in the labor market will recede the period of interest rate cutsStock depreciationIt's a factor.
It was announced on 2024/7/3 at 21:15Number of ADP employees (month-on-month)Results for 0.157 million people in the previous month150,000 peopleIt was.
This is the third consecutive month of decline.
Number of JOLTS job offersOn the other hand, it was strongNumber of ADP employeesA weak number came out.
The reason why the number of employed people is declining even if the number of job offers is high is the sector where jobs are increasingbiasedIt's from there.
It was announced on 2024/7/3Number of new unemployment insurance claimsResults for 0.234 million cases the previous week0.238 million piecesIt was.
The decline stopped for 2 consecutive weeks and rebounded.
The upward trend has been getting stronger since the beginning of May.
unemployedThe increase in interest rates became material for interest rate cutsStock heightFactors...
Translated
21
がらんのがびまる
reacted to
This is the case this year alone. And the cumulative total...
You don't have any talent, sense, knowledge, technique, or luck in stocks, so you should stop
There are no words to return even if they say that
But I'm not going to stop
You don't have any talent, sense, knowledge, technique, or luck in stocks, so you should stop
There are no words to return even if they say that
But I'm not going to stop
Translated
15
4
がらんのがびまる
liked
It's important for Tesla to be able to physically pull above the trend line on a weekly basis ☝️
200ma per week, is the entity superior to around 230 or not 📈
Well either way, just watching 🤞 lol
$Tesla(TSLA.US$
200ma per week, is the entity superior to around 230 or not 📈
Well either way, just watching 🤞 lol
$Tesla(TSLA.US$
Translated
7
がらんのがびまる
liked
$Taiwan Semiconductor(TSM.US$
It would be nice if the summer rally, which is about to begin in earnest, continues for as long as possible. Last year was 2 weeks, and the year before last year was 1 month. So the following is a compass that refers to each valuation posted in the latest column for analyst predictions about what will happen at the end of the year when the rally starts ➡ ︎. I think it will go on its way even if it doesn't arrive.
🟣 TSM 180 ➡ ︎ 250 ⭐️⭐️⭐️
🟣 MU 140 ➡ ︎ 200 ⭐️⭐️
🟣 NVDA 130 ➡ ︎ 150 over ⭐️⭐️⭐️
🟣 SMCI 850 ➡ ︎ 1550 ⭐️⭐️
SMCI is very popular (for better or worse) with institutional investors due to its high volatility, and there may be a large divergence. However, there is no objection to excellent products and the market advantage where SMCI and Dell are placed, and I think it is overwhelmingly easy to compete. Also, TSM is the most reliable and maintains a high weight.
Also, since evaluation hurdles for financial results are rising for semiconductors in particular, it may be necessary to prepare carefully for all of August. Gachiho...
It would be nice if the summer rally, which is about to begin in earnest, continues for as long as possible. Last year was 2 weeks, and the year before last year was 1 month. So the following is a compass that refers to each valuation posted in the latest column for analyst predictions about what will happen at the end of the year when the rally starts ➡ ︎. I think it will go on its way even if it doesn't arrive.
🟣 TSM 180 ➡ ︎ 250 ⭐️⭐️⭐️
🟣 MU 140 ➡ ︎ 200 ⭐️⭐️
🟣 NVDA 130 ➡ ︎ 150 over ⭐️⭐️⭐️
🟣 SMCI 850 ➡ ︎ 1550 ⭐️⭐️
SMCI is very popular (for better or worse) with institutional investors due to its high volatility, and there may be a large divergence. However, there is no objection to excellent products and the market advantage where SMCI and Dell are placed, and I think it is overwhelmingly easy to compete. Also, TSM is the most reliable and maintains a high weight.
Also, since evaluation hurdles for financial results are rising for semiconductors in particular, it may be necessary to prepare carefully for all of August. Gachiho...
Translated
22
3
がらんのがびまる
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Nvidia says there is a possibility that it will make 12 billion dollars from Al chips in China in 2024
Nvidia says there is a possibility that it will make 12 billion dollars from Al chips in China in 2024
Translated
29
3
がらんのがびまる
liked
AVGO profit margin (further increase after profit is secured)
MSTR in (decline after going in)
There are days like that too 😇
NVDA has picked up, so let's say it's good
MSTR in (decline after going in)
There are days like that too 😇
NVDA has picked up, so let's say it's good
Translated
9
がらんのがびまる
liked
$NVIDIA(NVDA.US$
If anyone can predict this movement and move
It's like a new type, a little esper with good intuition
If anyone can predict this movement and move
It's like a new type, a little esper with good intuition
Translated
15
がらんのがびまる
liked
$NVIDIA(NVDA.US$ Maybe it's because tomorrow is a summer rally day off? As expected, N-sama! I like the way this anomaly rises and I've always had it
Translated
10
がらんのがびまる
liked
$NVIDIA(NVDA.US$ don't go home!
Translated
9
がらんのがびまる
liked
$NVIDIA(NVDA.US$
Rapid rise kitter () I can't say anything ❗
Rapid rise kitter () I can't say anything ❗
Translated
6