ヒデ盛
Set a live reminder
$Apple (AAPL.US)$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.
◆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.
◆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.
Translated
Apple 2024 Q2 financial results briefing (subtitle translation)
May 2 16:00
13
1
ヒデ盛
reacted to
$Arm Holdings (ARM.US)$
Buy more. Isn't this the only choice?
Buy more. Isn't this the only choice?
Translated
12
ヒデ盛
voted
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...
Translated
6
2
ヒデ盛
voted
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?
Translated
13
2
ヒデ盛
liked
$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
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 🫣.
Translated
22
ヒデ盛
reacted to
ヒデ盛
liked
Good evening, everyone. In the US stock market this week, the Dow Jones average rose by 211.02 points compared to the previous day, while the Nasdaq fell by 319.49 points. The Nikkei average is forming a double top pattern, intensifying the downtrend, but a rebound is possible as the deviation rate from the 25-day moving average exceeds 7%. A correction in the semiconductor sector is expected, and investors need to be cautious of the decrease in the P/E ratio.
In the foreign exchange market, attention is focused on the movement of the yen. There have been moments where the yen appreciated due to caution towards government and BOJ interventions, but the balance of selling yen and buying dollars is delicately maintained due to the uncertainty in the Middle East situation and expectations for the BOJ's monetary policy meeting. Careful handling is required for the future trends in the foreign exchange market.
Next week, there are many notable economic events such as the announcement of China's Loan Prime Rate (LPR), European Consumer Confidence Index, and the BOJ's monetary policy meeting. In addition, earnings reports of major companies like Tesla and Microsoft are also scheduled, so the market impact is anticipated. These events will be important indicators to consider for future strategies.
In the foreign exchange market, attention is focused on the movement of the yen. There have been moments where the yen appreciated due to caution towards government and BOJ interventions, but the balance of selling yen and buying dollars is delicately maintained due to the uncertainty in the Middle East situation and expectations for the BOJ's monetary policy meeting. Careful handling is required for the future trends in the foreign exchange market.
Next week, there are many notable economic events such as the announcement of China's Loan Prime Rate (LPR), European Consumer Confidence Index, and the BOJ's monetary policy meeting. In addition, earnings reports of major companies like Tesla and Microsoft are also scheduled, so the market impact is anticipated. These events will be important indicators to consider for future strategies.
Translated
14
ヒデ盛
reacted to
$Arm Holdings (ARM.US)$
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?
Translated
13
1
ヒデ盛
reacted to
$Arm Holdings (ARM.US)$
Huh? What's wrong!? ARM!!
Huh? What's wrong!? ARM!!
Translated
3
ヒデ盛
reacted to
$Arm Holdings (ARM.US)$
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.
Translated
13
2
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)