$NVIDIA (NVDA.US)$ Announced earnings on November 20. Concerns about delays have emerged.Next-generation AI semiconductor BlackwellRegarding,Jensen Huang, CEOis in full production.It is assumed that, and the November-January quarterplans to ship more than the previous estimatesas stated.2025年on a quarterly basisan increase in shipmentsindicating expectations to exceed current product Hopper for both Hopper and Blackwelldemand for both is exceptionally strong.Good news for suppliers of Nvidia.This can be said.
At the earnings callJensen Huang, CEOBlackwell is expected to achieve shipments of tens of billions this quarter, which is a great achievement for the company.Great partner.Indicated that it was thanks to Mass production of the Blackwell systemTo achieve this,it is necessary to significantly expand the supply chain of components on a large scaleand introduced major suppliers. This time,nvidia's 「Great partner.」からTaking into account the performance outlookand,Top 5 "hidden gems" of NVIDIAPick up...
At the earnings callJensen Huang, CEOBlackwell is expected to achieve shipments of tens of billions this quarter, which is a great achievement for the company.Great partner.Indicated that it was thanks to Mass production of the Blackwell systemTo achieve this,it is necessary to significantly expand the supply chain of components on a large scaleand introduced major suppliers. This time,nvidia's 「Great partner.」からTaking into account the performance outlookand,Top 5 "hidden gems" of NVIDIAPick up...
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Spike in cryptocurrency (virtual assets) after the US presidential electionを受け、関連銘柄への関心が急速に高まっている。18日には、トランプ氏のメディア企業 $Trump Media & Technology (DJT.US)$が暗号通貨取引を手掛ける $Bakkt Holdings (BKKT.US)$Negotiations towards the acquisition of Koss Corp have garnered attention. President Trump himself also reported in his personal financial statement dated August 13 this year, assets worth between 1 million to 5 million dollars (approximately 0.154 million to 0.771 million yen). $Ethereum (ETH.CC)$の保有を明らかにしており、足元では大きな利益を享受It is believed to be in operation. Among the candidates for the next administration's finance minister areSupporters of cryptocurrencyIt is anticipated that Howard Lutnick, CEO of the financial giant Cantor Fitzgerald, will take office.to take advantage of future policy benefitsnot only cryptocurrencies but also domestic related stocks in order toTax rates on capital gains from cryptocurrency are expected to be higher than those on virtual currency...
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A sense of pause in the "Trump rally" is becoming clearasgold prices reboundIs
against the backdrop of the Federal Reserve's pace of rate cuts anduncertainty surrounding the policies of the Trump administrationIs present in the background. Next year, with the birth of the new Trump administrationThere is a possibility that increasing geopolitical risks will support gold prices. It seems. 3 selected gold ETFsPicked up.
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As the 'Trump rally' cools off, gold prices rebound.
After Mr. Trump's victory in the US presidential election, the stock market continued to rise for a week. However, on November 15th, the S&P500 index fell by 1.3%, and the Nasdaq 100 index fell by 2.4%. On the other hand, the price of gold moved in the opposite direction to the stock market. During the stock market rally after Mr. Trump's victory, gold prices fell, but on November 15th, they rebounded by 1.1%.
The price of gold is rebounding.This is due to the pace of the FRB interest rate cuts and the policies of the new Trump administration.There is a sense of uncertainty.This uncertainty is exacerbated by the many surprises in the cabinet appointments of the new Trump administration.
Next year will see the birth of the new Trump administration.The following is expected with the birth of the new Trump administration.
1）Escalation of trade frictions,geopolitical risksThere is a possibility that risk will increase.
2）Fiscal measures...
against the backdrop of the Federal Reserve's pace of rate cuts anduncertainty surrounding the policies of the Trump administrationIs present in the background. Next year, with the birth of the new Trump administrationThere is a possibility that increasing geopolitical risks will support gold prices. It seems. 3 selected gold ETFsPicked up.
After Mr. Trump's victory in the US presidential election, the stock market continued to rise for a week. However, on November 15th, the S&P500 index fell by 1.3%, and the Nasdaq 100 index fell by 2.4%. On the other hand, the price of gold moved in the opposite direction to the stock market. During the stock market rally after Mr. Trump's victory, gold prices fell, but on November 15th, they rebounded by 1.1%.
The price of gold is rebounding.This is due to the pace of the FRB interest rate cuts and the policies of the new Trump administration.There is a sense of uncertainty.This uncertainty is exacerbated by the many surprises in the cabinet appointments of the new Trump administration.
Next year will see the birth of the new Trump administration.The following is expected with the birth of the new Trump administration.
1）Escalation of trade frictions,geopolitical risksThere is a possibility that risk will increase.
2）Fiscal measures...
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"Investing God" Mr. Buffettの最新ポートフォリオと新たな「お気に入り銘柄」が明らかになった。ウォーレン・バフェット氏が率いるバークシャー・ハサウェイが開示した13F報告書によると、バフェット氏は7-9月期にアップル（AAPL）などテクノロジー株の売却を進め、手元現金を過去最高水準に積み増した。一方、ドミノ・ピザ（DPZ）など2銘柄を新規取得I did.
Against the backdrop of a temporary pause in the 'Trump Trade,' Mr. Buffett's cautious stance and new investments are worth noting.Warren Buffett's Latest Portfolioandconfirming the characteristics of newly acquired stocksIn addition,exploring the motives behind these actions。
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Warren Buffett's Latest Portfolio
◇ Cash on hand at record high levels
$Berkshire Hathaway-B (BRK.B.US)$（以下、バークシャー）は7-9月期に36 billionドル相当の株式を売却した一方、1.5 billionドル相当の株式を購入した。その結果、手元現金は過去最高水準の325.2 billionドルに達した。大型株では長期保有していた $Apple (AAPL.US)$と ...
Against the backdrop of a temporary pause in the 'Trump Trade,' Mr. Buffett's cautious stance and new investments are worth noting.Warren Buffett's Latest Portfolioandconfirming the characteristics of newly acquired stocksIn addition,exploring the motives behind these actions。
◇ Cash on hand at record high levels
$Berkshire Hathaway-B (BRK.B.US)$（以下、バークシャー）は7-9月期に36 billionドル相当の株式を売却した一方、1.5 billionドル相当の株式を購入した。その結果、手元現金は過去最高水準の325.2 billionドルに達した。大型株では長期保有していた $Apple (AAPL.US)$と ...
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![[TIW Report] Hitachi's cumulative Adjusted EBITA significantly increased in 2Q of FY25/3, leading to an upward revision of the full-year financial estimates.](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20241115/9ac68cf6e56eb6770eb712ad1a2bca42.png/thumb?area=105&is_public=true)
![[TIW Report] Hitachi's cumulative Adjusted EBITA significantly increased in 2Q of FY25/3, leading to an upward revision of the full-year financial estimates.](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20241115/bbabcc019c6f33d1e364d14b116664f8.png/thumb?area=105&is_public=true)
![[TIW Report] Hitachi's cumulative Adjusted EBITA significantly increased in 2Q of FY25/3, leading to an upward revision of the full-year financial estimates.](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20241115/042872908bd69aa634f26b97bb59a7ba.png/thumb?area=105&is_public=true)
Being the primary sales partner of NVIDIA $Super Micro Computer (SMCI.US)$ ToThe risk of delisting is emergingCurrently
Super Micro, a leading AI server company, had a "red flag on its accounting" pointed out by short sellers in August, and at the end of October, the auditing firm resigned, leading to suspicions of misconduct. In the earnings call on November 5th, the company stated that no evidence of misconduct was found. However, regarding the missing Annual Report (Form 10-K), they explained that they cannot predict when it will be submitted. As the suspicions of misconduct remain unresolved and if the Form 10-K is not submitted by the deadline, there is a risk of delisting.
Super Microisselling servers with NVIDIA AI semiconductors installedSuper Micro holds a crucial position in the AI supply chain. How will Super Micro's difficulties impact Nvidia and the AI supply chain?Super Micro's recent interim earnings reports...
Super Micro, a leading AI server company, had a "red flag on its accounting" pointed out by short sellers in August, and at the end of October, the auditing firm resigned, leading to suspicions of misconduct. In the earnings call on November 5th, the company stated that no evidence of misconduct was found. However, regarding the missing Annual Report (Form 10-K), they explained that they cannot predict when it will be submitted. As the suspicions of misconduct remain unresolved and if the Form 10-K is not submitted by the deadline, there is a risk of delisting.
Super Microisselling servers with NVIDIA AI semiconductors installedSuper Micro holds a crucial position in the AI supply chain. How will Super Micro's difficulties impact Nvidia and the AI supply chain?Super Micro's recent interim earnings reports...
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"Trump 2.0 market"hasbegunOn November 6, when Mr. Trump won the U.S. presidential election, the U.S. marketRisk-onhas occurred. Mr. Trump's promises oftax cuts, deregulation, and tariffs are expected to boost the economic growth and corporate profits in the USA, and it is expected thatstock prices and the US dollarhave been rising. The launch of the Trump 2.0 administration will be in January next year, and it will be necessary to monitor the degree of implementation of the promises, but for now, the expectations for policy continuation seem likely.
After confirming the situation on the first day of the "Trump 2.0 market"while considering Mr. Trump's promised policiesPick out "crying stocks and laughing stocks"picked.
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First day of the "Trump 2.0 market" (November 6): Risk-on
Movement incorporating President Trump's pledges of tax cuts, deregulation, tariffs, and immigration policies
⇒Trump's policies have the potential to stimulate economic growth, corporate profits, and inflation simultaneously
●Stocks rise
Tax cuts are positive for economic growth and corporate profits.
◇Dow Inc.: Up 3.6%
◇S&P500: Up 2.5%
◇Nasdaq 100: Rose 2.7%
◇Russell 2000: Rose 5.8%
●Rising interest rates, stronger dollar
Tax cuts spur economic growth, leading to fiscal deficit expansion, while tariff hikes contribute to inflationary pressure....
After confirming the situation on the first day of the "Trump 2.0 market"while considering Mr. Trump's promised policiesPick out "crying stocks and laughing stocks"picked.
Movement incorporating President Trump's pledges of tax cuts, deregulation, tariffs, and immigration policies
⇒Trump's policies have the potential to stimulate economic growth, corporate profits, and inflation simultaneously
●Stocks rise
Tax cuts are positive for economic growth and corporate profits.
◇Dow Inc.: Up 3.6%
◇S&P500: Up 2.5%
◇Nasdaq 100: Rose 2.7%
◇Russell 2000: Rose 5.8%
●Rising interest rates, stronger dollar
Tax cuts spur economic growth, leading to fiscal deficit expansion, while tariff hikes contribute to inflationary pressure....
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Following Trump's victory in the U.S. presidential election, the market saw significant movements until the 7th.
Reviewing the accelerated movement of Trump Trade since it became clear that Trump was in the lead on the 6th (Japan time), highlighting 4 domestic themes and 15 stocks that saw significant price increases.
◆<Theme 1> Cryptocurrency: Bitcoin reached a record high of over $0.076 million.
$Bitcoin (BTC.CC)$moomoo has surged, reaching a new all-time high on the 6th day.at $0.076481, a new all-time high.on the 7th day. $Ethereum (ETH.CC)$Rose about 12%.It is expected that cryptocurrency trading will become more active due to the anticipation that regulations on cryptocurrency trading will be relaxed under the Trump administration.It is also expected that on the 7th day.
Domestic related stocks
◆Gainianbankuai2 Rising Interest Rates: Domestic Long-term Interest Rates Up 1% for the First Time in 3 Months
The yield on 10-year US Treasury bonds has risen by over 4% from the 4.25% range to temporarily exceed the 4.46% range. In response to thisJapanese 10-year government bonds also rose from the 0.92% level, reaching around 7% on the 7th...
Reviewing the accelerated movement of Trump Trade since it became clear that Trump was in the lead on the 6th (Japan time), highlighting 4 domestic themes and 15 stocks that saw significant price increases.
◆<Theme 1> Cryptocurrency: Bitcoin reached a record high of over $0.076 million.
$Bitcoin (BTC.CC)$moomoo has surged, reaching a new all-time high on the 6th day.at $0.076481, a new all-time high.on the 7th day. $Ethereum (ETH.CC)$Rose about 12%.It is expected that cryptocurrency trading will become more active due to the anticipation that regulations on cryptocurrency trading will be relaxed under the Trump administration.It is also expected that on the 7th day.
Domestic related stocks
◆Gainianbankuai2 Rising Interest Rates: Domestic Long-term Interest Rates Up 1% for the First Time in 3 Months
The yield on 10-year US Treasury bonds has risen by over 4% from the 4.25% range to temporarily exceed the 4.46% range. In response to thisJapanese 10-year government bonds also rose from the 0.92% level, reaching around 7% on the 7th...
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AI相場が2年近く続いているなか、決算ごとに新たな「勝ち組」と「負け組」が浮上and 「勝ち組」と「負け組」の入れ替わりIt is also happening. In this earnings announcement season, there has been a movement to “sort out” the winning and losing groups based on the earnings results.
今回は、決算発表を終えたAI・半導体関連の米国株の中からまずは、その「勝ち組」と「負け組」を確認する。そのうえ、決算内容や業績見通しから「順張り」と「逆張り」銘柄をセレクトした。中には注目の大型テック株に限らず、中小型の「隠れAI株」Also included in etc.
● Momentum stocks: Stocks with a strong stock price background due to good performance, and good performance outlook in the future
● Contrarian stocksAlthough the stock price fell due to weak earnings, this stock is expected to benefit from AI in the medium to long term.
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The 'winners' and 'losers' of AI and semiconductor-related companies.
In this earnings season, like last time, there has been a movement to “sort out” the “winning group” and “losing group” regarding AI and semiconductor-related stocks. Some stocks have seen a significant rise in stock prices due to good earnings and performance contribution from AI, while others have expressed concerns over weak earnings and AI performance contributions...
今回は、決算発表を終えたAI・半導体関連の米国株の中からまずは、その「勝ち組」と「負け組」を確認する。そのうえ、決算内容や業績見通しから「順張り」と「逆張り」銘柄をセレクトした。中には注目の大型テック株に限らず、中小型の「隠れAI株」Also included in etc.
● Momentum stocks: Stocks with a strong stock price background due to good performance, and good performance outlook in the future
● Contrarian stocksAlthough the stock price fell due to weak earnings, this stock is expected to benefit from AI in the medium to long term.
In this earnings season, like last time, there has been a movement to “sort out” the “winning group” and “losing group” regarding AI and semiconductor-related stocks. Some stocks have seen a significant rise in stock prices due to good earnings and performance contribution from AI, while others have expressed concerns over weak earnings and AI performance contributions...
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Following the passage of the House of Representatives election, the there is a buyback trend,entered, but, U.S. presidential electionand日銀の追加利上げWith events such as these approaching, the market's uncertainty remains high. Index composed of domestic leading large-cap stocks「東証株価指数（TOPIX）コア30」のPER（株価収益率）は年初以降19.5～21.8倍前後で推移していたが、8月からは16倍程度と大幅に低下し、割安感が出ている。リスクオンとなった時に海外資金が入りやすいこうした大型株を、割安となった際に仕込んでおくのも安全性の高い戦略の一つとなりそうだ。日本株は世界の中でも相対的にボラティリティー（変動率）が高いとされる。流動性が高く、安定感のある時価総額が大きい主力株のうち、Stocks with high dividend concept and low volatility, expecting increased dividends.were picked up.
[Screening Requirements]
- Components of the Tokyo Stock Exchange Price Index (TOPIX) Core 30
- Expected dividend yield for the current period is 3% or higher
- Exclude stocks with a negative dividend health score indicating the certainty of dividends (Negative 100 to -50: Difficult to maintain current dividend level, -50 to 50: Possibility of maintaining the current level, 50 to 100: Possibility of increasing dividends)
(minus 100 to minus 50: it is difficult to maintain the current level of dividends, minus 50 to 50: possibility of maintaining the current situation, 50...
[Screening Requirements]
- Components of the Tokyo Stock Exchange Price Index (TOPIX) Core 30
- Expected dividend yield for the current period is 3% or higher
- Exclude stocks with a negative dividend health score indicating the certainty of dividends (Negative 100 to -50: Difficult to maintain current dividend level, -50 to 50: Possibility of maintaining the current level, 50 to 100: Possibility of increasing dividends)
(minus 100 to minus 50: it is difficult to maintain the current level of dividends, minus 50 to 50: possibility of maintaining the current situation, 50...
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