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きせい さん Private ID: 181378449
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    I've been using margin trading for US stocks with other securities companies for a long time. We plan to continue using it in the future. In particular, we are looking at investing in rapidly growing technology stocks and biotech stocks.
    The biggest profit so far has been obtained when trading certain technology stocks through margin trading, and at that time, we were able to thoroughly analyze market trends and grasp trends. Conversely, I also had the experience of making losses using margin tradingI feel the importance of risk management.
    My advice for those starting margin trading US stocks is to start with a small amount and gain experience through actual trading. It's important to avoid emotional judgments and stick to pre-set rules. Also, the attitude of constantly checking market trends and gathering information is also important.
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    $Tesla (TSLA.US)$
    Analysts' evaluations.
    Bank of America (John Murphy): Raised Tesla's target stock price to $265 and maintained a bullish "buy" rating.
    Morgan Stanley (Adam Jonas): Sets a target stock price at $310 and positions Tesla as a "top pick".
    Deutsche Bank (Edison Yu): Highly values the profit margin of the automobile and energy businesses, setting a target stock price of $295.
    Wedbush (Mr. Dan Ives): Set a target stock price of $300 and maintain an 'Outperform' rating.
    These analysts believe that Tesla's profit margin and growth renaissance could peak in the next few years.
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    $NVIDIA (NVDA.US)$
    The main reasons for Nvidia's stock price increasing by 4% over 4 days are as follows:
    1. Announcement from TSMC
    Taiwan Semiconductor Manufacturing (TSMC) has confirmed that the demand for AI technology is "real" and "sustainable". TSMC predicts that revenue from server AI processors will more than triple this year and account for the mid-10% range of total revenue by 2024.
    2. Large order from Microsoft
    Microsoft, a major customer of Nvidia, reported a significant increase in orders for Nvidia GB200 chips in the fourth quarter. According to analyst Ming-Chi Kuo, the order quantity has more than tripled from 400 racks to 1,450 racks.
    Production commencement of the Blackwell chip.
    Production of Nvidia's new Blackwell chip is expected to begin in early fourth quarter of 2024. This is expected to result in shipments of 0.15 million to 0.2 million units in the fourth quarter of 2024.
    Growth forecast for the AI infrastructure market.
    Analyst from Wedbush, Dan Ive...
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    $Lasertec (6920.JP)$
    The influential TSMC will announce its earnings for the July-September quarter on the 17th. Mr. Yamamoto from Nissay Asset Management
    points out that "Monthly revenues until September have been strong, and there is a possibility that TSMC will revise its capital expenditure upwards."
    "If the strength of the demand for AI (artificial intelligence) chips can be confirmed, the export of advanced semiconductors may increase."
    It is seen as a chance of reversal for high-priced semiconductors related stocks in japan.
    There is no current change in the factors that have been pushing up Japanese stocks, such as the resilience of the US economy and the trend of a weak yen. Semiconductors
    The rise of semiconductor stocks wavered temporarily after ASML earnings, but if there is a resurgence of investment money with the TSMC earnings announcement, today's decline will become lively.
    active inflow of investment money.Excellent buying opportunityIt seems like it was E.
    (Nozomi Okubo)
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    Recently, Donald Trump-related stocks $Trump Media & Technology (DJT.US)$ have been consistently rebounding, rising by as much as 146% from the low point! The upward trend continued in the night trading on October 15, recording a temporary increase of over 6%. According to the RealClearPolitics opinion poll, as of October 14, Trump's winning percentage is 54.1%, surpassing Harris's 44.9%.
    Recently, Mr. Musk also supported Trump and reportedly spent a huge amount of 47 million dollars on his election campaign. November 5 is the official voting day for the American presidential election, and the race is entering its final stretch. As the election landscape changes, who will ultimately claim victory?
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    $Tesla (TSLA.US)$ The stock price of tesla fell by about 9% in post-event trading, showing the largest decline among S&P 500 index ETFs. Many analysts are conducting analysis on this decline, and the reason is believed to be that the event content was not directly linked to short-term profits. In particular, the absence of the low-priced 'Model 2' announcement was a contributing factor that disappointed investors' expectations.
    However, many analysts believe that Tesla continues to lead the market and see the recent stock price decline as an opportunity.
    Furthermore, whether Tesla's robotaxi business can achieve fully self-driving cars depends on the technological advancements and regulatory trends over the next few years. Investors need to focus on the long-term growth potential without being swayed by short-term market reactions.
    I am optimistic about the possibility of the stock price recovering its highest point in the next year. If the new model announcements and FSD updates are successful, investor expectations will rise, and the stock price will also increase.
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    With the recent AI boom, $NVIDIA (NVDA.US)$ their performance has been quite good, and the stock price has also risen significantly. However, there is a possibility that the demand for AI semiconductors could decrease in the future. As technology advances, competition increases, and it's possible for demand to temporarily slow down.
    If the demand slows down, it is uncertain whether NVIDIA can maintain its stock price. They have a diverse product line, so growth in other areas is key. For example, if there is demand in other markets such as gaming or datacenters, it could also contribute to stock price stability. Future strategies are important.such as gaming or datacenters, etc.Having demand in other markets, such as gaming or datacenters, could lead to stock price stability. Future strategies are important.
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    $NVIDIA (NVDA.US)$
    エヌビディアにとっていい情報
    日立製作所は24日、米半導体大手エヌビディアと鉄道分野で連携すると発表した。列車に人工知能(AI)のセンサーを取り付け、異常をいち早く検知するなどして、保守整備や運行のコスト削減や効率化につなげる。
    AI開発の進展を見守りましょう。
    2
    Deutsche Bank, which has been bearish on Tesla's long-term stock price trend, recently reinstated a "buy" rating for Tesla, while Morgan has reiterated a "hold" rating for Tesla.
    Elon Musk has repeatedly stated that at the Tesla Robo-Taxi unveiling event on October 10th, there will be not only a new physical self-driving taxi, but also "other exciting things".
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    $Arm Holdings (ARM.US)$
    The stock price of Arm Holdings (ARM) surged on Wednesday as Morgan Stanley analysts evaluated the company's entry into artificial intelligence (AI) products and selected its chip design business as "Our New Top Pick".
    The same analyst writes that Arm plays a crucial role in the shift to edge AI. Morgan Stanley's research report highlights the iPhone 16 from Apple and the Arm architecture adopted by its A18 processor.$Apple (AAPL.US)$points out that Arm's architecture is used in the iPhone 16 from Apple and its A18 processor.
    Analysts call the company a "strong option" for emerging edge AI technologies and expect mobile devices to drive the initial surge of AI deployment, followed by infrastructure and automobiles.
    Morgan Stanley rates the stock as "overweight" and has a target price of $175, which is more than 25% higher than the current level.
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