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くじらくじら Private ID: 182084139
皆さん こんにちは😃 くじらです。米国株に注目するようになり、有用な情報があればみんなにシェアします
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    $Alphabet-A (GOOGL.US)$ While significant progress has been made in the field of quantum, it will still take time for practical application and productization, so I don't think there is a need to worry seriously for the time being.
    $NVIDIA (NVDA.US)$ They must be advancing research in that field as well, and the competition is intensifying, isn't it?
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    $Tesla (TSLA.US)$ It's about $2 extra hours. $NVIDIA (NVDA.US)$ Recently, there is not much extra pay outside hours. You can't rely on overtime, but let's get through tomorrow and the next day cpi and ppi, aiming for 150 this year.
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    I feel like it won't rise sharply, so is it correct to buy little by little?
    I don't think it will continue to sink like this.
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    Even if it suddenly rises by 20% or 30%, it often drops sharply in one go due to profit-taking, so I think it's better to gradually rise and fall every day rather than such sudden spikes.
    Already $NVIDIA (NVDA.US)$ is becoming more stable and less like a Gambling stock.
    If you want to hit it big, you should consider looking for other stocks.
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    $NVIDIA (NVDA.US)$ We create products related to almost all high-tech and technologies, so it is understandable to become the best in the world, but people who say that Palantir and other software will surpass nvidia and become the best in the world might not be seeing reality.
    $Palantir (PLTR.US)$ Australia is a great company, but I think there are limits.
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    My target stock price is $3000, so I plan to be patient for 3 years.
    I am looking forward to robotaxis.
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    $Hulic (3003.JP)$
    High-dividend stocks, which are popular, experienced a sharp drop in stock prices.
    Please watch the video for an explanation.
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    Is the high-dividend stock 'Hulic', which has plummeted in popularity, a buy?
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    Today, semiconductor stocks in japan were strong.
    The demand for AI has become very clear.
    It's not a bubble yet, I think the real competition starts from 2025.
    First of all, $NVIDIA (NVDA.US)$ We should hold on tight.
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    The stock price has reached 164, reaching a historical milestone with a market capitalization of 4 trillion dollars.
    Shohei Ohtani achieved a historic 50-50 milestone for the first time, and this year's $NVIDIA (NVDA.US)$ closes at 168, let's celebrate this achievement!
    History is constantly being updated!
    Translated
    Isn't it a buying market for a while? I think the festival mood will continue this week.
    However, after the presidential election, there will be the FOMC announcement and Powell's press conference this week (Friday) from midnight to 3 am.
    After the Bank of Japan meeting at the end of last month, there was a press conference by Kuroda.
    Even so, the Nikkei index dropped.
    If unexpected events happen in policy interest rate announcements and remarks from key figures, it's like 'aboo~n 😩'.
    Due to the extremely weak nonfarm payroll statistics last week (Friday), a decrease of 0.25% is strongly expected instead of keeping the interest rate unchanged, but the Powell press conference is worrisome...
    Powell and Trump have a bad relationship (different ways of thinking).
    Powell → If there is persistent high inflation, the USA economy is strong, and interest rates are raised to reduce overheating.
    Trump -> The current weakness of the economy in the USA is due to the extreme strength of the dollar. Raise interest rates immediately!!!
    Difference in ways of thinking like this
    The President and the American Senate have been taken by the Republican Party
    And the President is Trump
    The key positions of the Federal Reserve Board, such as the Chairman, Vice Chairman, and Directors, are appointed by the President based on the advice and consent of the Senate (quoted from the Federal Reserve System's wiki).
    Trump forcibly forced Powell, who had a term until May 2026, to resign using the powers of the President and the Senate, and sent his own loyal executives to the Federal Reserve Board.
    That is quite possible 🤔
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