たかひろわた
reacted to
This article uses automatic translation for some of its parts
According to the 13F submission documents, $Berkshire Hathaway-A(BRK.A.US$ What are the top 5 stocks held by $Apple(AAPL.US$($135.4 billion), $Bank of America(BAC.US$ ($39.2 billion), $American Express(AXP.US$ ($34.5 billion), $Coca-Cola(KO.US$ ($24.5 billion), $Chevron(CVX.US$The order is (19.4 billion dollars), and the stocks held above account for about 75% of the portfolio.
![]()
What is the secret position of “Stock God”?
The “god of stocks” Warren Buffett's Berkshire Hathaway (Berkshire Hathaway) is on the US stock market on the 15th local time in the US after the end of trading, and the US Securities and Exchange Commission (SEC)...
According to the 13F submission documents, $Berkshire Hathaway-A(BRK.A.US$ What are the top 5 stocks held by $Apple(AAPL.US$($135.4 billion), $Bank of America(BAC.US$ ($39.2 billion), $American Express(AXP.US$ ($34.5 billion), $Coca-Cola(KO.US$ ($24.5 billion), $Chevron(CVX.US$The order is (19.4 billion dollars), and the stocks held above account for about 75% of the portfolio.
The “god of stocks” Warren Buffett's Berkshire Hathaway (Berkshire Hathaway) is on the US stock market on the 15th local time in the US after the end of trading, and the US Securities and Exchange Commission (SEC)...
Translated
![[13F] Is the secret position of Mr. Buffett, the god of investment revealed?! Learn about Berkshire's 24Q1 investment movements in one article!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240517/72eda9c4fe4da210e5d0c190da3d28ec.png/thumb?area=105&is_public=true)
![[13F] Is the secret position of Mr. Buffett, the god of investment revealed?! Learn about Berkshire's 24Q1 investment movements in one article!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
103
8
たかひろわた
liked
Was it six months earlier than the timing I had in mind here? $Arm Holdings(ARM.US$
Translated
5
たかひろわた
liked
Earnings Preview
This week, investors should keep an eye on earnings reports from several key players, including $Broadcom(AVGO.US$, $Oracle(ORCL.US$ and $Adobe(ADBE.US$.
Broadcom earnings preview
Broadcom is set to report its fiscal Q2 earnings on Wednesday, June 12th, with investors closely watching for revenue growth driven by AI and updates on AI chip production for its major tech clien...
This week, investors should keep an eye on earnings reports from several key players, including $Broadcom(AVGO.US$, $Oracle(ORCL.US$ and $Adobe(ADBE.US$.
Broadcom earnings preview
Broadcom is set to report its fiscal Q2 earnings on Wednesday, June 12th, with investors closely watching for revenue growth driven by AI and updates on AI chip production for its major tech clien...
+3
74
1
たかひろわた
commented on
Major US semiconductor company $NVIDIA(NVDA.US$The financial results for the fiscal year ending 24/2/4 announced after closing the US market on the 22nd (early morning of the 23rd Japan time) exceeded market expectations, and the Tokyo stock market on the 23rd was domesticNVIDIA supplierThe search spread to related stocks, etc.Growth potential of AI semiconductorsThe strength of and NVIDIA'spioneersI was once again aware of my firm position as. Contribution to the Nikkei Stock Average is the largest semiconductor-related $Tokyo Electron(8035.JP$Compared to the previous day1.8% higherIt rebounded and boosted the index. Compared to the previous day based on the closing price on the 23rd5% or moreThe divergence between current stock prices and analysts' target stock prices was checked, centering on related stocks that showed a sharp rise.
![]()
What are related stocks that have moved significantly in price?
・What was the big purchase on the 23rd $Disco(6146.JP$So, compared to the previous day7.96% higherIt became. Used in AI semiconductorsHigh performance memory “HBM”The high level of profitability for the market has been evaluated. It is an NVIDIA product manufacturer $Taiwan Semiconductor(TSM.US$The equipment has been delivered to...
・What was the big purchase on the 23rd $Disco(6146.JP$So, compared to the previous day7.96% higherIt became. Used in AI semiconductorsHigh performance memory “HBM”The high level of profitability for the market has been evaluated. It is an NVIDIA product manufacturer $Taiwan Semiconductor(TSM.US$The equipment has been delivered to...
Translated
+3
98
2
たかひろわた
liked
The governor of Kumamoto prefecture is positive about attracting TSMC's 3rd plant - intention to discuss it around summer(some excerpts)
It was emphasized that knowledge on infrastructure development and human resource development can also be used at plants 2 and 3.
We are considering whether surplus water from dams in the prefecture can be used for Plant 2.
Kumamoto prefectural governor Kimura Takashi, who took office in April, indicated his intention to attract the 3rd plant to the prefecture with respect to Taiwan Integrated Circuit Manufacturing (TSMC), the world's largest contract manufacturer of semiconductors, which announced that it would build a second plant in Kikuyo-cho in the same prefecture.
It was emphasized that knowledge on infrastructure development and human resource development can also be used at plants 2 and 3.
We are considering whether surplus water from dams in the prefecture can be used for Plant 2.
Kumamoto prefectural governor Kimura Takashi, who took office in April, indicated his intention to attract the 3rd plant to the prefecture with respect to Taiwan Integrated Circuit Manufacturing (TSMC), the world's largest contract manufacturer of semiconductors, which announced that it would build a second plant in Kikuyo-cho in the same prefecture.
Translated
7
たかひろわた
liked
The rice market drama that spanned several weeks has come to an end, and peace is everywhere on Wall Street.
Traders are being pressured to withdraw their dovish monetary policy outlook this year, but demand for hedging to protect portfolios from market turmoil has disappeared.
While fear fades due to option transactions of various sizes, from stocks to bonds, demand for hedging against stock price crashes fell to a low level for the first time in 9 years according to certain indicators. Bank of America (BoFA) cross-asset stress indicators suggest market calm.
Concerns spread to the market last month that policy interest rates would be higher and maintained for a longer period of time, and investors were building up hedging to prepare for a decline as stock volatility increased.
However, after that, sentiment changed due to strong corporate financial results and unwavering economic expansion. Investors are no longer hostile to the US financial authorities, which place importance on data.
Mike Zigmont, who is in charge of trading and research at Harvest Volatility Management, pointed out that investors should pay attention when overall asset stress levels drop this much.
“Recognized...
Traders are being pressured to withdraw their dovish monetary policy outlook this year, but demand for hedging to protect portfolios from market turmoil has disappeared.
While fear fades due to option transactions of various sizes, from stocks to bonds, demand for hedging against stock price crashes fell to a low level for the first time in 9 years according to certain indicators. Bank of America (BoFA) cross-asset stress indicators suggest market calm.
Concerns spread to the market last month that policy interest rates would be higher and maintained for a longer period of time, and investors were building up hedging to prepare for a decline as stock volatility increased.
However, after that, sentiment changed due to strong corporate financial results and unwavering economic expansion. Investors are no longer hostile to the US financial authorities, which place importance on data.
Mike Zigmont, who is in charge of trading and research at Harvest Volatility Management, pointed out that investors should pay attention when overall asset stress levels drop this much.
“Recognized...
Translated
9
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)