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ゆいつこ Female ID: 182189619
株式投資、インデックスを定期買い、長期で持つこと主眼。ショートはやらない派。KPIとかデータいじるのが好きな人
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    $NVIDIA (NVDA.US)$ It's important, so I want to keep it in mind.
    Stock fluctuations are short-term supply and demand, and long-term performance
    When performance is good but falls, think carefully about the reason for the decline, grasp why you bought target individual stocks, and stick to that reason. If the performance is good, the stock will always return to its original position, and unless the settlement fails, it should aim higher.
    Stocks that have declined due to supply and demand are well distributed while gaining traction. I think I'm lucky that you stepped back.
    Future semiconductors are also effective in robotics. Robotics is the next step for AI, and it is a market that is starting right now.
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    $USD/JPY (USDJPY.FX)$ There are two things that have been factored in: about 0.25%, the Japan-US interest rate difference will not be filled up, and one that has already been factored in.
    It's a wait-and-see
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    $NVIDIA (NVDA.US)$ Since the RSI is now 20 or less, I will continue to make regular savings from here on as my rule.
    I think there are many developments at NVIDIA that aim for the top while horizontally from when the RSI falls below 20.
    However, there are times when it goes up to RSI15, and it may be good to add it after FOMC, Bank of Japan interest rate hikes, and Big Tech's financial results. Anyway, I'll buy it regularly from here. Good night then.
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    $NVIDIA (NVDA.US)$ Mag7's short-circuited investors have no profit compared to an expense ratio commensurate with AI! What I'm saying at this stage is true. Google in particular. But this is what Google's CEO says.
    The risk of not investing in AI is far higher than the risk of not investing in AI
    Since AI is a commodity and is the source of life for triggering innovation, the fact that it is directly linked to profit margins will be disgusted by short-sighted investors who cannot imagine AI as a form. But what solutions do we imagine there are?
    There is no doubt that Google search can run better advertisements focusing on individual personas if AI is used, and the cloud cannot be discussed without AI
    Also, with regard to robotics, advanced operation is not possible without applying computational processing of an enormous neural network to a data center and locally.
    Finally, for investors who are short-sighted right now, what is the meaning of AI! You're putting pressure on profits by putting only expenses on them! I started saying that, but no matter how you look at it, it only creates aggressive selling pressure. The future where advanced computation is always necessary is already here...
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    $NVIDIA (NVDA.US)$ I think it's actually cheap, but I don't know the bottom, so I'd like to recommend distributed purchases with determined rules from here on. For example, if you have 1 million, never buy them all at once now; buy 2 shares once a week. I also buy it when it drops quite a bit, or I buy it periodically on Fridays. Repeat this. This is because the state of instability continues until the president is decided. I don't know how far the yen has appreciated. If you buy according to your own rules and make it a routine, sunny days will come.
    Incidentally, the current chart is similar to the April case, so I personally plan to buy RSI1 around 20. Even if RSI1 is 30, there is a possibility that it will start depending on the chart.
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    $NVIDIA (NVDA.US)$ Let's reconsider our motives as to why we bought NVIDIA. Will AI become obsolete in the future?
    First, at present, both Alphabet and Tesla have announced in financial statements that they will continue to invest in AI in the future. In particular, Alphabet says that the risk of not investing is much higher than the risk of investing in AI. Cloud sales are rising due to the introduction of AI.
    Tesla will also launch RoboDisc in 2025 and 2026. A high-performance GPU is essential for this.
    These two companies have already invested quite a bit in AI, and profits are at the stage where these investment expenses are suppressed, but the two companies' investment in AI has not relaxed at all, and it can be said that AI is still in its infancy.
    In other words, NVIDIA is simply declining due to current supply and demand, and if the president decides, cuts interest rates, and achieves a soft landing, it will go up without a hitch. However, if there is a hard landing, the overall stock price will drop, so it would be better to forget about stocks for a while.
    I don't know the hard landing yet, so recently I think that the financial results for August will be the first decision, the presidential election is over, and supply and demand will start rising again until around December, when supply and demand are revived, and it is declining...
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    $CrowdStrike (CRWD.US)$ Since it's not a security hole, it's just a temporary reduction that's different from the fundamental issue
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    $Taiwan Semiconductor (TSM.US)$ this is going up a lot
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    $NVIDIA (NVDA.US)$ Bad news didn't come out fundamentally. If you're worried, don't watch
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    $NVIDIA (NVDA.US)$
    Small lots are always sold
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