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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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    Kobayashi Pharmaceutical decides to resign as president and chairman - in response to the Red Koji issue
    Updated 2024/7/23 12:42 (some excerpts)
    Part of executive remuneration is voluntarily returned, President Akihiro is 50% of monthly remuneration, and managing director is 40%
    After the beginning of February, the entire company should have dealt with it as soon as possible - investigation report
    Kobayashi Pharmaceutical announced personnel affairs on the 23rd that Chairman Kobayashi Kazumasa and President Kobayashi Akihiro will resign. Chairman Kazumasa also resigns as a director and becomes a special adviser, and President Akihiro is in charge of director compensation. Senior Managing Director Satoshi Yamane will be promoted to the successor president on 8/8.
      A partial voluntary return of executive remuneration was also announced. President Akihiro will return 50% of the monthly remuneration, and Managing Director Yamane will return 40%. The target period is half a year until 2024/6.
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    7
    $Metaplanet(3350.JP)$
    It's a tremendous rise
    I had it from 66 yen and successfully achieved a triple bagger today
    Following Cell Seed, they did this too
    There is a high possibility that Bitcoin-related developments will still rise, so I think the outlook is pretty bright
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    2
    $Metaplanet(3350.JP)$ It's better to make a profit
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    2
    Last month's impact was so shocking that I was convinced that Biden's announcement would result in a big loss today, so I sold 2820 shares for 118 dollars this morning.
    I sold 2,820 shares this morning for 118 dollars. In my opinion, I thought that if it went down a little more, I would be able to buy up all my assets.
    Obviously it didn't work.
    There will probably be quite a bit of ups and downs before it becomes profitable... if you think about that, how many dollars do you think you should buy it again for?
    Is there no point in going down to the low price of $121?
    I will dispose of my phone after my next purchase and check it after 6 months.
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    3
    The number of consultations received has increased dramatically due to recent stock depreciation.
    Don't panic.
    Right now, it's a short-term event, and semiconductors are just dropping drastically.
    In weeks $S&P 500 Index(.SPX.US)$ hasn't dropped even 2%, $TOPIX(.TOPIX.JP)$ It's only down 1.1%.
    Instead of selling them here, I'm buying semiconductors that have plummeted.
    If you look ahead to 1 or 2 years from now, this is the perfect time to buy.
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    Trump should keep a low profile and participate in Biden's election.
    his biggest problem is that he's too arrogant
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    Sale date
    S&P 500 5
    Nasdaq. 2
    Recommended cache positions
    Actual product 60 ~ 80%
    20-40% cash
    The S&P 500 and Nasdaq Composite Stock Price Index extended yesterday's decline and ended with a sharp decline. Of the Magnificent Seven $Amazon(AMZN.US)$ with $Alphabet-A(GOOGL.US)$ The 2 stocks succumbed to sales and were able to close below an important level due to the 50-day moving average.
    $Nasdaq(NDAQ.US)$ and NYSE turnover declined from yesterday's session. Therefore, fortunately, the NASDAQ and S&P 500 indices did not add new sell-out dates.
    On the NASDAQ and the New York Stock Exchange, falling stocks surpassed rising stocks by a ratio of about 3 to 1.
    Leading stocks DHI, MMYT, META, PLTR, PWR that have increased in turnover and have been purchased by funds
    Leading stocks DPZ, BROS, FOR, GS, which increased their turnover to the fund group and were sold to the fund group $JPMorgan(JPM.US)$ , KBH...
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    $Taiwan Semiconductor(TSM.US)$ I think good financial results will show a negative reaction to semiconductor-related brands due to lack of good materials.
    Stock prices have been rising since the beginning of the year due to AI-related festivities, but funds are looking for an opportunity to sell.
    Funds that were delayed yesterday or were planning to sell in installments can be seen through the strategy of once selling with the aim of rising after TSM's financial results report today, and profit determination is clearly visible.
    There is probably a high possibility that the M7 brand will also receive that perfect benefit. As of 23:00 when this manuscript is being written, I think it will be a pattern of decline after being bought from the opening due to a kind of excitement about TSM.
    When awareness of the downward trend begins, the trend usually weakly rises from the previous day's decline.
    After that, the market declines so as to re-recognize reality, and often takes the typical course of a bear market n. Now, what will happen to today's market? There is probably a high possibility that we will fall into a pattern of decline and disappointment after rising from expectations.
    TSM's financial results are moving like this...
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    According to TSM reports, Nvidia $NVDA GPUs account for 52% of sales, up 46% from the previous fiscal year
    HPC (including Nvidia $NVDA GPUs) in the second quarter accounted for 52% of sales, up 46% from the previous quarter.
    From a geographical perspective, revenue from customers based in North America accounted for 65% of total net revenue for the second quarter of 2024.
    sunny
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