Thank you so much for participating in Live earlier!
After that, when I checked the data, the number of people employed in the household budget survey had also decreased to -408,000.
As explained in the video, what comes up in bulletins etc. is a business site survey. Individuals and agricultural workers are not included in this figure.
The employment of such people has decreased = the unemployment rate may have risen.
With that in mind, the labor market may be softening similar to the number of JOLT job offers and the number of ADP employees...
After that, when I checked the data, the number of people employed in the household budget survey had also decreased to -408,000.
As explained in the video, what comes up in bulletins etc. is a business site survey. Individuals and agricultural workers are not included in this figure.
The employment of such people has decreased = the unemployment rate may have risen.
With that in mind, the labor market may be softening similar to the number of JOLT job offers and the number of ADP employees...
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Jun 7 07:00
Replay 24
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Apr 5 07:00
Replay 13
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SMCI is once again in the 1000 dollar range with the big news that it has been adopted by the S&P 500! Will they be able to stick around this time?
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・The financial results were good
・Next season definitely looks good
・Initial shipments of the new H200 will begin in the 2nd quarter
・Supply is still not keeping up with demand
・Networking is important
・Sovereign AI is an important growth driver
・We have reached two turning points (from CPU to CPU) (from training to inference)
・Next season definitely looks good
・Initial shipments of the new H200 will begin in the 2nd quarter
・Supply is still not keeping up with demand
・Networking is important
・Sovereign AI is an important growth driver
・We have reached two turning points (from CPU to CPU) (from training to inference)
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I started using Moomoo Securities in October and my funds doubled in 4 months
500,000 → 1 million by simply getting on the aftermarket after financial results are announced
I made an additional deposit of 500,000 yen yesterday, so how far can I increase it with 1.5 million yen with unrealized gains!
This year is a year where it's easy to increase assets
500,000 → 1 million by simply getting on the aftermarket after financial results are announced
I made an additional deposit of 500,000 yen yesterday, so how far can I increase it with 1.5 million yen with unrealized gains!
This year is a year where it's easy to increase assets
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ARM China is the driving force behind ARM's sales growth. Sales have increased 30% compared to the same period last year.
The reason is the recovery in the smartphone market. Sales for the full year of 2023 fell below 2022, the lowest in recent times.
However, market research data showing strong sales for the October-December fiscal year has been announced.
There is no doubt that a recovery in the smartphone market will lead to an increase in sales.
Arm technology is used in smartphone design circuits.Revenue named royalties for every unit soldIt's in.
If the smartphone market is recovering, this will also increase.
Until now, a design called v8 has been used in design circuits for smartphones, etc. This is gradually changing from the high price range to the latest design called v9.
Royalties are higher on v9 than on v8.
By using this v9 for mid-priced and lower-priced smartphones, royalty-income will increase
The number of data centers is also increasing.
Power consumption is high for AI work. Arm designs are energy efficient, so they are preferred for AI.
Terminals such as smartphones will be made to do some AI work.Smartphone-friendly terminals will require AI chips
The reason is the recovery in the smartphone market. Sales for the full year of 2023 fell below 2022, the lowest in recent times.
However, market research data showing strong sales for the October-December fiscal year has been announced.
There is no doubt that a recovery in the smartphone market will lead to an increase in sales.
Arm technology is used in smartphone design circuits.Revenue named royalties for every unit soldIt's in.
If the smartphone market is recovering, this will also increase.
Until now, a design called v8 has been used in design circuits for smartphones, etc. This is gradually changing from the high price range to the latest design called v9.
Royalties are higher on v9 than on v8.
By using this v9 for mid-priced and lower-priced smartphones, royalty-income will increase
The number of data centers is also increasing.
Power consumption is high for AI work. Arm designs are energy efficient, so they are preferred for AI.
Terminals such as smartphones will be made to do some AI work.Smartphone-friendly terminals will require AI chips
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I was on time even if I jumped on right after the financial results were announced 😆
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The content went above and beyond the provisional financial results announced the other day, so I bought it after. Go up even more at tomorrow's market
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