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なっつー89 Private ID: 181249059
米国株、半導体中心。 応援したい企業を買ってます。 今はセクターローテでつまらんねw
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    なっつー89 liked and commented on
    $Micron Technology(MU.US)$
    I was optimistic that the bottom of the chart would be 110, but I broke it.
    Can it be influenced by Lotte too much?
    At worst, you have to be prepared for $90. SK, which is a similar memory store, has also dropped drastically, and I'm worried that investors aren't expecting more than I thought about sales predictions and broadband memory. I wonder if everyone has left already 😅〈(rather than the one I keep holding on to $135)
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    なっつー89 commented on
    $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$
    No matter what, I feel like the $42 SOXL is a good deal. Since they take the style of selling immediately at the purchase price ➕ 10%, there is also the fact that they are getting on with almost no losses. Maybe such a sweet market is over
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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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