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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
今夜より明日以降が気になるね![]()
AMDとMSFTの決算次第で、エヌが100〜110に下がる可能性もありと予測してます![]()
そして一番のチェリーは、METAの決算かなー![]()
テック/ＡＩは飽和状態になりすぎてる可能性もありかな![]()
現時点では、エヌが90〜100に下落するのは見えなくて、可能性としては8月前半から中旬![]()
決算次第で前後するかも![]()
エヌは下記のチャートの、黄ラインか白ラインの予想だけど、今夜は様子見の動きも考えられますね![]()
白ラインで、まだ90台は予想外で、104.86を下回らないと96の可能性は低いと予想しています![]()
黄ラインでは、今夜は116.20を超えて上昇する可能性は高くないように思いますが、なるべくなら116.63を突破して欲しいですね![]()
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下落しても110以上をキープしてると予想しています![]()
今夜より明日以降が気になるね
AMDとMSFTの決算次第で、エヌが100〜110に下がる可能性もありと予測してます
そして一番のチェリーは、METAの決算かなー
テック/ＡＩは飽和状態になりすぎてる可能性もありかな
現時点では、エヌが90〜100に下落するのは見えなくて、可能性としては8月前半から中旬
エヌは下記のチャートの、黄ラインか白ラインの予想だけど、今夜は様子見の動きも考えられますね
白ラインで、まだ90台は予想外で、104.86を下回らないと96の可能性は低いと予想しています
黄ラインでは、今夜は116.20を超えて上昇する可能性は高くないように思いますが、なるべくなら116.63を突破して欲しいですね
下落しても110以上をキープしてると予想しています
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
it's a trick again![]()
But it makes me look forward to it![]()
it's a trick again
But it makes me look forward to it
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Let's make predictions about the next FOMC. In conclusion, I think the same policy as before will continue. In other words, if inflation subsides or concerns about a recession increase, interest rate cuts are considered.
I don't think there is any clear mention of interest rate cuts in September. There may be statements that it will be made as needed, but it probably does not guarantee the interest rate cuts expected by the market. There is a possibility that this will be perceived negatively by the market, which is expecting interest rate cuts into account.
As for future prospects, since the Fed is too cautious about interest rate cuts, I think there is a high risk that interest rate cuts will take a backseat. This means a scenario where interest rates are cut in a hurry when indicators indicating a recession come out.
Also, it is questionable whether interest rate cuts will actually take place in September. If interest rate cuts are postponed, the ongoing sector rotation (inflow of funds from large stocks to small cap stocks) will be wasted, and there is a possibility that panic will occur throughout the market.
I don't think there is any clear mention of interest rate cuts in September. There may be statements that it will be made as needed, but it probably does not guarantee the interest rate cuts expected by the market. There is a possibility that this will be perceived negatively by the market, which is expecting interest rate cuts into account.
As for future prospects, since the Fed is too cautious about interest rate cuts, I think there is a high risk that interest rate cuts will take a backseat. This means a scenario where interest rates are cut in a hurry when indicators indicating a recession come out.
Also, it is questionable whether interest rate cuts will actually take place in September. If interest rate cuts are postponed, the ongoing sector rotation (inflow of funds from large stocks to small cap stocks) will be wasted, and there is a possibility that panic will occur throughout the market.
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July was the highest profit ever for a single month until the middle of the month, but from there it went into a negative zone like an avalanche...![]()
Has my mentality turned to steel? Recently, whether it's insanely up or insanely down, I haven't been able to feel so happy, so I'm also a little lonely myself![]()
I'm being made to do it with the perception that stocks are an epic game with global participation
I will continue to participate for a long time so as not to eat only fatal wounds![]()
Has my mentality turned to steel? Recently, whether it's insanely up or insanely down, I haven't been able to feel so happy, so I'm also a little lonely myself
I'm being made to do it with the perception that stocks are an epic game with global participation
I will continue to participate for a long time so as not to eat only fatal wounds
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The financial results season for US stocks was a turbulent beginning. Of the Big Tech M7, $Alphabet-A(GOOGL.US$with $Tesla(TSLA.US$It plummeted after financial results were announced. It has been pointed out that falling AI expectations are a common factor in the sale of shares of both companies, $NVIDIA(NVDA.US$Ya $Broadcom(AVGO.US$AI semiconductor stocks also depreciated drastically.
Will the turbulence at the beginning of financial results suggest the end of the AI market? Or is it just a profit-making sale due to rapid growth before settlement?
From the previous financial results season, which was also the beginning of turbulence,The following 2 points are important as to whether or not the AI market continuesIt has been suggested that is the case.
1) Trends in AI investments, particularly big tech capital investments
2) Trends and forecasts for AI-related earnings
This time, I finished announcing financial resultsCheck 1) and 2) above from the financial results of Alphabet, Tesla, and major semiconductor companiesI'll do it. Referring to the previous fiscal season,Also check future points of interestI'll do it.
![]()
Even though the previous fiscal season suggests...
Will the turbulence at the beginning of financial results suggest the end of the AI market? Or is it just a profit-making sale due to rapid growth before settlement?
From the previous financial results season, which was also the beginning of turbulence,The following 2 points are important as to whether or not the AI market continuesIt has been suggested that is the case.
1) Trends in AI investments, particularly big tech capital investments
2) Trends and forecasts for AI-related earnings
This time, I finished announcing financial resultsCheck 1) and 2) above from the financial results of Alphabet, Tesla, and major semiconductor companiesI'll do it. Referring to the previous fiscal season,Also check future points of interestI'll do it.
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Higher than expected growth
The US economy was more than expected in April-June (second quarter)Growth is acceleratingI did it. Real gross domestic product (GDP)The preliminary figures increased 2.8% per year from the previous fiscal year, double the growth rate of the previous fiscal year. It also surpassed market expectations by 2%. Private consumption also rose 2.3% above expectations. Personal consumption expenditure (PCE) excluding food and energyThe core price index rose 2.9%, which was lower than the previous quarterHowever, it surpassed expectations. According to the June durable goods statistics announced at the same time, orders (preliminary value) for non-defense capital goods (core capital goods) excluding aircraft increased by 1%, which is a high increase since the beginning of last year. The number of new US unemployment insurance claims last week decreased by 10,000 from the previous week to 0.23 million 5,000.
Is it the first fine
US Meta Platforms, which is Facebook's parent company, is the company's first from the European Union (EU)PenaltiesIt is expected that they will be judged. The fact that the classified advertisement service “Facebook Marketplace” is attached to Facebook's social network is viewed as a problem because it is worth abusing its overwhelming position in the classified advertisement market. According to officials, the EU's decision will be announced within a few months. EU trip...
The US economy was more than expected in April-June (second quarter)Growth is acceleratingI did it. Real gross domestic product (GDP)The preliminary figures increased 2.8% per year from the previous fiscal year, double the growth rate of the previous fiscal year. It also surpassed market expectations by 2%. Private consumption also rose 2.3% above expectations. Personal consumption expenditure (PCE) excluding food and energyThe core price index rose 2.9%, which was lower than the previous quarterHowever, it surpassed expectations. According to the June durable goods statistics announced at the same time, orders (preliminary value) for non-defense capital goods (core capital goods) excluding aircraft increased by 1%, which is a high increase since the beginning of last year. The number of new US unemployment insurance claims last week decreased by 10,000 from the previous week to 0.23 million 5,000.
Is it the first fine
US Meta Platforms, which is Facebook's parent company, is the company's first from the European Union (EU)PenaltiesIt is expected that they will be judged. The fact that the classified advertisement service “Facebook Marketplace” is attached to Facebook's social network is viewed as a problem because it is worth abusing its overwhelming position in the classified advertisement market. According to officials, the EU's decision will be announced within a few months. EU trip...
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$Global X US Tech Top 20 ETF(2244.JP$
Buy more! I don't have a bottom of confidence 😇
Buy more! I don't have a bottom of confidence 😇
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