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ポテトキュウ Female ID: 182455106
皆さん、初めまして、だいしゅきです。 米国株に興味深い 単身赴任中
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    According to the news, $NVIDIA (NVDA.US)$ It is said that the CEO of is selling company shares worth millions of dollars.
    In short, Nvidia's Jensen Hwang recently made anI was selling 0.2 billion 50 million dollars worth of stockThat's it. The reason this has become a hot topic is that Nvidia is at the center of the AI boom, and its stock price is rapidly rising.
    It's no wonder investors are worried that if the CEO sells so many stocks, the stock price might drop.
    Analysts are worried that AI-related stocks, including Nvidia, are now overvalued. I think the excitement of AI may be pushing stocks to unsustainable levels.
    If that is the case, stock prices may drop drastically when the market adjusts.
    Translated
    Is it worth investing in NVDA-related ETFs?
    Answer: of course
    $NVIDIA (NVDA.US)$ It occupies an important position in the high-performance GPU market for AI and data centers, and its growth may have a positive impact on related ETFs.
    These ETFs can benefit from growth not only from NVIDIA but from the technology and semiconductor sector as a whole.
    As demand for AI and cloud computing increases, the performance of related ETFs is also expected to be good.
    However, it is important to also consider market volatility and distribute risk.
    Translated
    Recently, $Mitsubishi UFJ Financial Group (8306.JP)$ Shares are falling despite the Nikkei Average rising.
    Information on PBR (stock price net asset ratio) has also come out, and it is said that there was an answer saying “I will make an effort” to meet the requirements of the Tokyo Stock Exchange, but it may still take some time for actual stock price recovery.
    I'm also concerned that even if there is a profit, PBR won't increase because stock buybacks don't progress.
    We need to pay attention to future trends.
    Translated
    Markets always go against people's expectations. And every week, many people try to profit from a sharp fall in the stock market, lose many times, and often publish those losses and make headlines.
    This means that the more skeptics there are, the higher the stock price will rise. It's pretty simple. Company fundamentals don't change every week. Hedge funds certainly monitor such stocks, gather the sentiment of individual investors, and often take reverse positions. It is necessary to act carefully.
    Take a look at what happened in the past month and a half. What is the stock price40% or moreIt fell, and a lot of people$70 or lessI was talking about becoming, but Wall Street was cheaper before financial results were announced $NVIDIA (NVDA.US)$ I was buying stocks. Because they knew stock prices would rise.
    They took similar actions before the two financial results were announced in the past, and they did so this time too.
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    lucky ✌️
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    How long will the upward trend in semiconductor stocks continue? -- That's a good question
    High demand in technology fields, including AI, is supporting the growth of the semiconductor industry. However, since there are various risks, such as global economic fluctuations, supply chain issues, and interest rate fluctuations, etc., it is necessary to check whether industry trends continue while carefully considering them.
    No one can say for sure!
    ETFs currently held
    1. $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$It is an ETF that leverages movements in the semiconductor industry by 3 times, and while good returns can be expected, the risk is also huge.In a state where I'm worried and excited
    2. $Direxion Daily TSLA Bull 2X Shares (TSLL.US)$ $Tesla (TSLA.US)$It is an ETF that aims for performance twice the stock price of, and Tesla's movements will also have an impact on the semiconductor industry. So, good luck
    3. $Direxion Daily NVDA Bull 2X Shares (NVDU.US)$ $NVIDIA (NVDA.US)$A liter that is twice the stock price of...
    Translated
    The long-awaited settlement for NVIDIA, a major semiconductor company!
    What do you think about NVDA's earnings forecasts before and after the announcement? According to the advance forecast for the 27th, the stock price is conservatively expected to reach 135 yuan and 145 yuan at the highest.
    If the profit is good, it could exceed 150 yuan by the end of the week.
    Analysts' average target price is 144 yuan, and the highest135-140It was the original.
    I plan to switch to the call option starting today and return to stocks on the 27th or exit altogether.
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    Recently, the company's profit margins declined, and it was harshly assessed by the market after earnings reports. But what is behind the record rise over the past 5 to 6 business days?
    I bought it at a low price, and although I heard from a friend familiar with the industry that this stock has been oversold, I don't know the reason for the current sharp rise.
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    $Intel (INTC.US)$A British semiconductor design company as part of the company's restructuring and cost reduction $Arm Holdings (ARM.US)$ of1.18 million sharesI sold it. According to regulatory documents, due to this sale,Intel earns revenue of approximately $0.147 billionIt's possible.
    According to Intel's latest financial report, as of the end of June, cash and cash equivalents were $11.3 billion and liabilities were approximately $32 billion. Recently, the company announced a $10 billion cost reduction plan, cutting approximately 0.01 million5,000 personnel, abolishing dividends for the fourth quarter, and reducing capital expenses.
    Intel's stock price recorded a sharp decline for the first time in 50 years after the announcement because quarterly results fell below expectations and the outlook for the current fiscal year was sluggish. As competition intensifies, Intel decided to accelerate production of Core Ultra PC chips for AI, compounding recent losses.Arm's stock priceSince listingdoing wellSo, starting this year, about65% increaseI'm doing it.
    Quote source:https: //www.cnbck/2024/08/14/intel-sells-stake-in-uk-chip-designer-arm-amid-company-wide-restructuring-and-cost-cuts-.html
    Translated
    Just now, Mr. Kishida held an emergency press conference! It has been revealed that they will not run for the upcoming presidential election.
    During his tenure, he faced many issues, such as economic stagnation, international tension, and instability within the party.
    It is likely that these issues influenced his decision. Also, political pressure and declining approval ratings may have been taken into account.
    Kishida's withdrawal from the election will be an important milestone showing changes in Japanese politics.
    points
    As new leadership is required within the Liberal Democratic Party after Mr. Kishida retires, attention is being paid to how the political situation will move.
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