トクリン
commented on
AI semiconductor stocks crashedI'm being hit by.Report on the tightening of semiconductor regulations against China by the US governmentYaTrump's remarks about Taiwan are on saleconnected. On July 17, when the two news overlapped, NVIDIA shares fell 6.6%, and TSMC fell 8.0%. ASML, which revealed a rapid increase in order balances due to the AI boom in financial results announcements on the same day, also fell 12.7%. This is because the company was picked up in reports of tightening export restrictions to China.
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
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“Export restrictions to China” versus “AI boom” surrounding semiconductor stocks
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...
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$Broadcom(AVGO.US$
After all, it seems like there was no need to rush to buy it before the split. In terms of performance, we can expect the same results as NVIDIA, so it may be a great buying opportunity.
After all, it seems like there was no need to rush to buy it before the split. In terms of performance, we can expect the same results as NVIDIA, so it may be a great buying opportunity.
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reacted to and commented on
$Micron Technology(MU.US$
The stocks I sold went up...
Will the stocks I bought fall,
I wonder why ♪
MU fell, so I thought I'd buy more, but since I didn't have any dollars on hand, I took advantage of the VRT that had fallen and bought MU. Immediately after that, MU fell, and VRT began to rise.
I'm too bad at it![]()
Well, if you look at it over the long term, is this an error![]()
The stocks I sold went up...
Will the stocks I bought fall,
I wonder why ♪
MU fell, so I thought I'd buy more, but since I didn't have any dollars on hand, I took advantage of the VRT that had fallen and bought MU. Immediately after that, MU fell, and VRT began to rise.
I'm too bad at it
Well, if you look at it over the long term, is this an error
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$Direxion Daily TSLA Bull 2X Shares(TSLL.US$
I'm quite curious, but I wonder if the financial results are close... I had a painful look at Micron. I wonder if it's the one I'll buy when it's lowered.
I'm quite curious, but I wonder if the financial results are close... I had a painful look at Micron. I wonder if it's the one I'll buy when it's lowered.
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$NVIDIA(NVDA.US$
It's not that financial results are bad, so the current decline is probably because institutional investors are selling it to make a profit due to financial results?
There was a time when it was quite low around April, but now that we have reached this point, I think it will return to normal again.
I'm also in my 3rd year, and I'd like to maintain the status quo without selling.
If this company's Chinese market disappears, it will affect financial results, so I think it's okay to start selling.
It's not that financial results are bad, so the current decline is probably because institutional investors are selling it to make a profit due to financial results?
There was a time when it was quite low around April, but now that we have reached this point, I think it will return to normal again.
I'm also in my 3rd year, and I'd like to maintain the status quo without selling.
If this company's Chinese market disappears, it will affect financial results, so I think it's okay to start selling.
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commented on
$NVIDIA(NVDA.US$
A “triple jump chart” indicates a pattern where stock prices rise rapidly, then rise multiple times in a short period of time, and eventually show a drastic decline. Historically, when such a chart pattern appears, there is a high risk that a major decline will occur thereafter.
Some examples include the following cases:
1. The Great Depression of 1929: Stock prices rose rapidly, particularly from 1928 to 1929. Then, in October 1929, a major crash occurred.
2. 2000 dot com bubble: Stock prices of internet-related companies skyrocketed in the latter half of the 1990s, then the bubble burst in early 2000.
3. 2007-2008 Lehman shock: Stock prices soared from 2003 to 2007, followed by a financial crisis in 2008.
As can be seen from these examples, a rapid rise in stock prices, such as a triple jump chart, is often accompanied by a sense of overheating, and there is a tendency to increase the risk of subsequent drastic adjustments (crashes). The reason is investors' excessive optimism and speculative behavior...
A “triple jump chart” indicates a pattern where stock prices rise rapidly, then rise multiple times in a short period of time, and eventually show a drastic decline. Historically, when such a chart pattern appears, there is a high risk that a major decline will occur thereafter.
Some examples include the following cases:
1. The Great Depression of 1929: Stock prices rose rapidly, particularly from 1928 to 1929. Then, in October 1929, a major crash occurred.
2. 2000 dot com bubble: Stock prices of internet-related companies skyrocketed in the latter half of the 1990s, then the bubble burst in early 2000.
3. 2007-2008 Lehman shock: Stock prices soared from 2003 to 2007, followed by a financial crisis in 2008.
As can be seen from these examples, a rapid rise in stock prices, such as a triple jump chart, is often accompanied by a sense of overheating, and there is a tendency to increase the risk of subsequent drastic adjustments (crashes). The reason is investors' excessive optimism and speculative behavior...
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$NVIDIA(NVDA.US$
I started investing at around 450 💲 a few years ago when I wasn't very famous.
The profit is currently over 10 million, but if you sell it, you can take it with 20% tax, so I'm considering it.
It is hoped that it will grow further in the future, but I'm worried about about 20% investment in China.
America and China are not on good terms. It would be nice if sales were not affected by strange trade friction.
I started investing at around 450 💲 a few years ago when I wasn't very famous.
The profit is currently over 10 million, but if you sell it, you can take it with 20% tax, so I'm considering it.
It is hoped that it will grow further in the future, but I'm worried about about 20% investment in China.
America and China are not on good terms. It would be nice if sales were not affected by strange trade friction.
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トクリン : Is AI a boom?
It's essential from now on, isn't it?
Now that the number of people is decreasing worldwide, all industries will sink if AI is not used to replace people.
It is true that it continued to be called AI somewhat repeatedly, but if this industry sinks, I think most other industries will also sink.
Trump is a businessman, so he said that in his performance before the election, but if Taiwan fails, America comes first this time, and it will create domestic demand.
So I want to hold on without being pessimistic.