$NVIDIA (NVDA.US)$ Switching to sectors anticipated after the interest rate cut. If I buy semiconductors again, nvidia is still the only choice. I feel the cycles are getting faster and faster. At least it's no longer the kind of field where you buy the entire sector.

$USD/JPY (USDJPY.FX)$
There is a tendency for the yen to weaken. Tomorrow, there may be a buyback trend centered on export-related stocks. Will there also be a turnaround for financial and semiconductor stocks?

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
The forecast for a hard landing seems to be retreating. I don't think the employment figures will be that bad. And personal consumption also feels strong overall. Although the leading index for the manufacturing industry has consistently shown poor numbers, it seems like that has become the norm. The basis for predicting a hard landing is becoming less clear. So, as for whether I'm going to buy stocks now, I don't feel very inclined to do so. The truth is, I'm not sure what to do. It's a little scary, but maybe I should start looking at individual Japanese stocks...

$USD/JPY (USDJPY.FX)$ $E-mini NASDAQ 100 Futures(SEP4) (NQmain.US)$ $NVIDIA (NVDA.US)$
The revised real GDP for the second quarter (April-June) in the US was slightly upwardly revised from the initial estimate. This was particularly reflected in the positive revision of personal consumption.
US GDP revised upward by 3% in the second quarter of June - reflecting strong personal consumption. Augusta Saraiva August 29, 2024 21:47 JST

$NVIDIA (NVDA.US)$
It has recovered quite a bit from a sharp drop after hours. That's why I can't stop investing in NVIDIA. It's even better if they buy our company stock at Zara.

$NVIDIA (NVDA.US)$ $E-mini NASDAQ 100 Futures(SEP4) (NQmain.US)$
- Number of new unemployment insurance claims in the US (as of week ending August 24): 0.231 million claims (estimated: 0.23 million claims, previous: 0.232 million claims)
- Number of continuing unemployment insurance recipients in the US (as of week ending August 17): 1.868 million people (estimated: 1.87 million people, previous: 1.863 million people)
- Q2 US GDP (quarter-on-quarter growth rate): 3.0% (estimated: 2.8%, previous: 2.8%)
- USA 2Q personal consumption (QoQ) 2.9% (Financial estimates 2.2%・Previous 2.3%)

$E-mini NASDAQ 100 Futures(SEP4) (NQmain.US)$
Nasdaq is turning up. Is this a sign of buying back tech stocks, including Nvidia?