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とむトム Male ID: 182803467
米国株のみ。ファンダメンタルもテクニカルも。
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    Micron's business cycle
    As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
    Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
    Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
    Micron's business cycle
    From a historical perspective, Micron's business cycle is rising...
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    とむトム commented on
    $CrowdStrike(CRWD.US)$
    Even though this obstacle has not been resolved, is it super-large purchases that support stock prices?
    The mystery deepens
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    After the end of business hours on Friday EST 7/12, Broadcom plans to implement a “1 split 10 minute split,” and stocks after the split will begin trading before the market on 7/15.
    Since the official announcement of the stock split plan, $Broadcom(AVGO.US)$ An increase of 14% or more has been accumulated from the performance of Broadcom's financial results for the second quarter exceeded expectations, $NVIDIA(NVDA.US)$ The full-year earnings forecast was raised in line with the pace of According to historical data, stock splits are usually viewed as a bullish signal from the marketInvestors will be able to buy lower transaction prices through splits, which will increase liquidity. Related analysts have shown a bullish view on Broadcom's stock split.
    At major banks, $Bank of America(BAC.US)$ but $Broadcom(AVGO.US)$ The target stock price was raised twice in one month, and it is currently bullish at $2,150.
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    $NVIDIA(NVDA.US)$
    There is no doubt that NVIDIA is the best company that will lead the future industrial revolution with AI.
    However, there is currently no way they are on par with Apple and Microsoft, which have had a big impact on the world and have penetrated our daily lives until now.
    NVIDIA's impact on society will be on par with that of Apple and Microsoft for the first time when AI becomes popular in our lives in the future.
    Therefore, it is reasonable to think that the current market capitalization of NVIDIA has already factored in the impact on society a few years from now, and I think it is common for stock prices to drop for about 1 year from now, and it is common for AI to once again line up with Apple and Microsoft.
    Also, companies that become IT infrastructure, such as NVIDIA, will be seen to be less valuable than companies such as Apple and Microsoft that obtain revolutionary products using it.
    For example, companies that sell infrastructure called petroleum are indispensable, but it is the same way that companies that create revolutionary products using petroleum are recognized for their high social value.
    I think NVIDIA's stock price will drop steadily...
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    $NVIDIA(NVDA.US)$
    押し目待ちに押し目無し😊
    世界中の投資家が上昇を逃してエヌビディアが下がるのを待っている状況。だから少しでも下がれば買いが入り株価はどんどん上がっていく。この掲示板にも買いたくて下がるの待っている人達いるでしょ
    $NVIDIA(NVDA.US)$ It looks like it came 2 times, but I wonder if I should buy it~?
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    $NVIDIA(NVDA.US)$
    Even though stock prices are rising, the RSI is falling and it's pretty scary...
    I hope it doesn't fall all at once...
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    とむトム reacted to
    $NVIDIA(NVDA.US)$ What happened to the super large mouth? (°°°; 3;°°)
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