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$Apple (AAPL.US)$is scheduled to hold the earnings call for the second quarter of fiscal year 2024 on May 3rd, 6:00 a.m. Japan time. This presentationsubtitle translation formatIf you wish to watch, please click the"Reservations"button.
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◆注意事項
The content of this live stream is provided for the convenience of our customers through subtitle translation services. The subtitles are generated using Microsoft Azure and Amazon Translate. We do not provide any type of guarantee regarding the accuracy, reliability, or precision of machine translation from English to Japanese, either explicit or implicit. We are not responsible for any damages caused by the translated content. Please keep this in mind when viewing.
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Apple 2024 Q2 financial results briefing (subtitle translation)
May 2 16:00
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$Arm Holdings (ARM.US)$
Buy more. Isn't this the only choice?
Buy more. Isn't this the only choice?
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Last year, chip design company's $Arm Holdings (ARM.US)$It was one of Wall Street's hottest initial public offerings. Stock prices showed a sharp rise due to hype against artificial intelligence (AI) -related tailwinds, but recently adjustments have been made.Currently, the stock price has fallen nearly 30% from its high price.
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
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This week, the yen has been depreciating, hasn't it?
As of May 6th when Golden Week ends, what do you think the dollar-yen exchange rate will be?
As of May 6th when Golden Week ends, what do you think the dollar-yen exchange rate will be?
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
Have you properly positioned yourself even in the $5 range? 😳 It's going to be amazing around 2030 🚀🚀🚀🚀🚀 Don't be deceived by the short-term stock price decline. As mentioned before, Tesla is not a car company 🤖, it's about robots 😳 Those who can't take risks won't get returns ↩️. Many people look down on Tesla, but let's look back around 2030 🚀🤖 First, it's just the beginning with the robot taxi 🚕. Most of the labor might be monopolized by Tesla's robots 🤖 one day 🫣.
Have you properly positioned yourself even in the $5 range? 😳 It's going to be amazing around 2030 🚀🚀🚀🚀🚀 Don't be deceived by the short-term stock price decline. As mentioned before, Tesla is not a car company 🤖, it's about robots 😳 Those who can't take risks won't get returns ↩️. Many people look down on Tesla, but let's look back around 2030 🚀🤖 First, it's just the beginning with the robot taxi 🚕. Most of the labor might be monopolized by Tesla's robots 🤖 one day 🫣.
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皆さん、こんばんは。今週の米国株式市場では、ダウ平均が前日比で211.02ドル上昇しましたが、ナスダックは319.49ポイントも下落しました。日経平均はダブルトップのパターンを形成して下降トレンドが強まっていますが、25日移動平均線との乖離率が7%を超えたため、反発の可能性も考えられます。半導体セクターの調整が予想され、NT倍率の低下も投資家には注意が必要です。
為替市場では、円の動きが注目されています。政府や日銀の介入に対する警戒感から円高が進む場面がありましたが、中東情勢の不透明さや日銀の金融政策決定会合への期待感から、円売り・ドル買いのバランスが微妙に保たれています。今後の為替市場の動向には慎重な対応が求められます。
来週は、中国のローンプライムレート(LPR)の発表、欧州の消費者信頼感指数、そして日銀の金融政策決定会合など、注目すべき経済イベントが多くあります。また、テスラやマイクロソフトなどの大手企業の決算発表も予定されているので、市場への影響が注目されます。これらのイベントは、今後の戦略を考えるうえで重要な指標となるでしょう。
為替市場では、円の動きが注目されています。政府や日銀の介入に対する警戒感から円高が進む場面がありましたが、中東情勢の不透明さや日銀の金融政策決定会合への期待感から、円売り・ドル買いのバランスが微妙に保たれています。今後の為替市場の動向には慎重な対応が求められます。
来週は、中国のローンプライムレート(LPR)の発表、欧州の消費者信頼感指数、そして日銀の金融政策決定会合など、注目すべき経済イベントが多くあります。また、テスラやマイクロソフトなどの大手企業の決算発表も予定されているので、市場への影響が注目されます。これらのイベントは、今後の戦略を考えるうえで重要な指標となるでしょう。
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$Arm Holdings (ARM.US)$
I know semiconductors in general are falling, but aren't they falling too much?
Is it a strategy to make money by buying places where institutional investors are declining before settlement?
I know semiconductors in general are falling, but aren't they falling too much?
Is it a strategy to make money by buying places where institutional investors are declining before settlement?
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$Arm Holdings (ARM.US)$
There is a feeling that it has dropped significantly, but is it due to year-end factors? I think so. I think it will gradually rise again from here on out.
End of period factors refer to specific corporate or market behavior at the end of a quarter or fiscal year, and this includes profit-taking sales, position adjustments, window dressing, and tax-related transactions. These actions are carried out to improve the appearance of performance reports and aim to manage risk and optimize tax burdens, temporarily increase market volatility, and may have an impact on market trends, particularly towards the end of the fiscal year.
There is a feeling that it has dropped significantly, but is it due to year-end factors? I think so. I think it will gradually rise again from here on out.
End of period factors refer to specific corporate or market behavior at the end of a quarter or fiscal year, and this includes profit-taking sales, position adjustments, window dressing, and tax-related transactions. These actions are carried out to improve the appearance of performance reports and aim to manage risk and optimize tax burdens, temporarily increase market volatility, and may have an impact on market trends, particularly towards the end of the fiscal year.
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