よっさん4
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トランプ氏メディア企業、時価総額30億ドル喪失－Ｘ復帰で逆風強まる
2024年8月14日 6:27 JST(一部抜粋)
トランプ氏、マスク氏との対談を通じてＸに復帰－有権者にアピール
トランプ・メディア株価、過去１カ月に40％値下がり
ソーシャルメディア、Ｘ（旧ツイッター）でのトランプ前米大統領と米実業家イーロン・マスク氏の対談は、トランプ氏のソーシャル・メディア運営企業にとっては新たな逆風となった。
2024年8月14日 6:27 JST(一部抜粋)
トランプ氏、マスク氏との対談を通じてＸに復帰－有権者にアピール
トランプ・メディア株価、過去１カ月に40％値下がり
ソーシャルメディア、Ｘ（旧ツイッター）でのトランプ前米大統領と米実業家イーロン・マスク氏の対談は、トランプ氏のソーシャル・メディア運営企業にとっては新たな逆風となった。
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$USD/JPY (USDJPY.FX)$ If the Bank of Japan really can't raise interest rates, it will eventually return to depreciating yen and high stock prices, and look at VIX DC and start again in earnest. Also, when it comes to Japanese stocks, I think there is still room for growth, so I'll do my best for Japanese stocks!
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よっさん4
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$Tokyo Electron (8035.JP)$ If institutions return in the latter half of August, it seems that they will act, but I'm worried that the peak demand ratio for China in '24 was close to 50%. However, according to the semiconductor organization SEMI, it is promising that pre-process equipment will increase by 14.7% in '25.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ I think it's like Sanzon and I want to sell it out around 50
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ There will be financial results for N and Bro etc. starting in the latter half of August. Basically, semiconductors are Ichiren Kusho, so I'd like to expect an increase, but after all, I'm worried about Blackwell![]()
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$OSE Nikkei 225 Futures(SEP4) (NK225main.JP)$ I didn't get my hands on it because I thought there was still a possibility of second bottom, but the price returned quite a bit due to the Bank of Japan's pigeon faction statements and oversales etc. lol, there were quite a few credit buys, so it was probably burnt down, and there are quite a few futures transactions in the summer. So let's have a nice summer vacation.
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よっさん4
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Charles Lean, CEO of Supermicrocomputer (NASDAQ: SMCI), indicated in the company's financial results announcement last night that mass shipments of Nvidia (NASDAQ: NVDA) Blackwell GPUs are not expected until the 2025/3 fiscal year.
There is a possibility that several Blackwell GPUs will be shipped in the December fiscal year, but “I think the actual shipment will be in the March fiscal year next year,” he said.
Lian added that this delay is the reason why Supermicro expects sales for the 2025 fiscal year, which began in 2024/7, to be “only 26 billion dollars to 30 billion dollars.”
In May, Nvidia CEO Jensen Huang said he expected more Blackwell units to be shipped by the end of this fiscal year.
However, several of the company's largest customers, such as Meta Platforms (META), Google (GOOG) (GOOGL), and Microsoft (MSFT), suggest that there is a high possibility that Blackwell shipments will be delayed.
Unusually designed at the end of production...
There is a possibility that several Blackwell GPUs will be shipped in the December fiscal year, but “I think the actual shipment will be in the March fiscal year next year,” he said.
Lian added that this delay is the reason why Supermicro expects sales for the 2025 fiscal year, which began in 2024/7, to be “only 26 billion dollars to 30 billion dollars.”
In May, Nvidia CEO Jensen Huang said he expected more Blackwell units to be shipped by the end of this fiscal year.
However, several of the company's largest customers, such as Meta Platforms (META), Google (GOOG) (GOOGL), and Microsoft (MSFT), suggest that there is a high possibility that Blackwell shipments will be delayed.
Unusually designed at the end of production...
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よっさん4
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$Nikkei 225 (.N225.JP)$
There is no consistency between the Bank of Japan's April press conference, the press conference the other day, and remarks, and there is no consistency in his remarks due to pressure from the Prime Minister and Ministry of Finance.
Since the FOMC has properly dialogues with the market beforehand, the Bank of Japan is surprised every time, while the press conference basically announces policies that have already been incorporated. There's no respect for the market, and I don't think the impact has been taken into account.
I think they've disrupted the market up to this point, and interest rates can't be raised as expected. It's like a suicide attack.
There is no consistency between the Bank of Japan's April press conference, the press conference the other day, and remarks, and there is no consistency in his remarks due to pressure from the Prime Minister and Ministry of Finance.
Since the FOMC has properly dialogues with the market beforehand, the Bank of Japan is surprised every time, while the press conference basically announces policies that have already been incorporated. There's no respect for the market, and I don't think the impact has been taken into account.
I think they've disrupted the market up to this point, and interest rates can't be raised as expected. It's like a suicide attack.
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