你好 在路上
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Good morning![]()
It's hot today too
I've been going to work early in the morning on holidays, but it's not work, and people involved at work come and go to work with my favorite luxury cake as a souvenir
2 other people came and chatted![]()
The following was written in the news about the bubble 👇👇👇
👉 I have two important questions about AI. Both are “is this a bubble?” It's not. We're in the middle of a bubble. The more important questions are “when will I be able to play” and “what will survive”.![]()
![]()
I'm guessing that if you look at it as a bubble, you can't pop it, and currently, there's nothing you can do![]()
I think the balloons are just wilting. The internal pressure of a balloon changes with cold air or warm air, doesn't it
It's like that![]()
Or maybe the transient boom has passed, and it may be a turning point
The future potential of AI is high in the future, but some people are beginning to express skepticism about whether it will soon contribute to corporate profits![]()
Will N be able to maintain above 115 until 8/2
The turning point is whether it goes below 96 or not...
Good morning
It's hot today too
The following was written in the news about the bubble 👇👇👇
👉 I have two important questions about AI. Both are “is this a bubble?” It's not. We're in the middle of a bubble. The more important questions are “when will I be able to play” and “what will survive”.
I'm guessing that if you look at it as a bubble, you can't pop it, and currently, there's nothing you can do
I think the balloons are just wilting. The internal pressure of a balloon changes with cold air or warm air, doesn't it
Or maybe the transient boom has passed, and it may be a turning point
Will N be able to maintain above 115 until 8/2
Translated
26
2
你好 在路上
liked
$Direxion Daily TSLA Bull 2X Shares(TSLL.US$
The fact that 2Q EPS had excluded restructuring costs would have exceeded analysts' expectations.
Despite the fact that lithium prices fell and there were factors that lowered manufacturing costs, the reason why the gross margin ratio was not much different from 1Q in the EV business this time is influenced by FIFO accounting rules. Due to production adjustments in 23Q4 and 24Q1, lithium should have been used when lithium prices were still high this 2Q. It is a fact that the number of units sold was earned, and even though sales were cool, the cost was more than expected. After the 3rd quarter, it is possible to lower manufacturing costs by using cheaper lithium.
In other words, the gross margin ratio improves dramatically. If energy were added to this, it would be ridiculous!!
The fact that 2Q EPS had excluded restructuring costs would have exceeded analysts' expectations.
Despite the fact that lithium prices fell and there were factors that lowered manufacturing costs, the reason why the gross margin ratio was not much different from 1Q in the EV business this time is influenced by FIFO accounting rules. Due to production adjustments in 23Q4 and 24Q1, lithium should have been used when lithium prices were still high this 2Q. It is a fact that the number of units sold was earned, and even though sales were cool, the cost was more than expected. After the 3rd quarter, it is possible to lower manufacturing costs by using cheaper lithium.
In other words, the gross margin ratio improves dramatically. If energy were added to this, it would be ridiculous!!
Translated
15
你好 在路上
liked
$Tesla(TSLA.US$
People who can't even calculate proper stock prices on their own shouldn't invest... Tesla followers who say full price responses make a lot of noise due to falling markets. Well, I calculated it again in Q2 this time, but the previous Q1 was 145 dollars, and the proper stock price for Q2 was 157 dollars. I always calculate an appropriate stock price myself and decide whether it is overvalued or undervalued before investing. I want you to tell me how they buy stocks when they can't even calculate proper stock prices in the first place. Yesterday, when I asked the idiot who overlooked that the stock price would drop to 180 dollars, he answered with a sense of emotion lol only really lazy and stupid people are investing. There are many ways to calculate proper stock prices, but they are not accurate in the first place, because stock prices move upward due to human greed and fall due to pessimism. However, the only financial results numbers do not betray. Tesla's stock price can be calculated by making full use of financial figures. This time is worse than Tesla's rough Q2 financial results last year, and Tesla has no future unless results are left in the financial results. However, as I have said many times, this is a year of sowing seeds and a year of patience. Elon's comment section on this falling market...
People who can't even calculate proper stock prices on their own shouldn't invest... Tesla followers who say full price responses make a lot of noise due to falling markets. Well, I calculated it again in Q2 this time, but the previous Q1 was 145 dollars, and the proper stock price for Q2 was 157 dollars. I always calculate an appropriate stock price myself and decide whether it is overvalued or undervalued before investing. I want you to tell me how they buy stocks when they can't even calculate proper stock prices in the first place. Yesterday, when I asked the idiot who overlooked that the stock price would drop to 180 dollars, he answered with a sense of emotion lol only really lazy and stupid people are investing. There are many ways to calculate proper stock prices, but they are not accurate in the first place, because stock prices move upward due to human greed and fall due to pessimism. However, the only financial results numbers do not betray. Tesla's stock price can be calculated by making full use of financial figures. This time is worse than Tesla's rough Q2 financial results last year, and Tesla has no future unless results are left in the financial results. However, as I have said many times, this is a year of sowing seeds and a year of patience. Elon's comment section on this falling market...
Translated
![You don't have to read it. Bottom line: During a crash, good investors set up the opposite of the lazy and stupid public who sell in dismay.](https://sgsnsimg.moomoo.com/sns_client_feed/182897506/20240725/2bb335ba39d6fc408abdfe5ebab2296f.jpg?area=105&is_public=true)
![You don't have to read it. Bottom line: During a crash, good investors set up the opposite of the lazy and stupid public who sell in dismay.](https://sgsnsimg.moomoo.com/sns_client_feed/182897506/20240725/bcd847cc6fe4dc218a8c50611cd02e25.jpg?area=105&is_public=true)
![You don't have to read it. Bottom line: During a crash, good investors set up the opposite of the lazy and stupid public who sell in dismay.](https://sgsnsimg.moomoo.com/sns_client_feed/182897506/20240725/43611a8367915b47f5806fa675fcfef8.jpg?area=105&is_public=true)
23
12
你好 在路上
liked
$Tempus AI(TEM.US$
GeneCentric Therapeutics announced that the American Medical Association has granted the PLA code for the purist pancreatic cancer test puristSM is an RNA expression-based test licensed to Tempus AI to provide information and personalize treatment for patients with pancreatic cancer. pURist's proprietary laboratory analysis (PLA) code is the first general procedural term (CPT) code created for the algorithm-based analysis of previously sequenced RNA data from laboratory-developed tests (LDT). GeneCentric Therapeutics, which makes precision medicine more accurate through RNA-based diagnosis, announced today that the American Medical Association (AMA) has granted a PLA code for puristSM pancreatic cancer testing. pURist is marketed under a collaboration agreement with Tempus AI, Inc. It runs on (NASDAQ:TEM) and its xR platform. pURist PLA codes are Al from previously sequenced LDT, transcriptomic (RNA) data...
GeneCentric Therapeutics announced that the American Medical Association has granted the PLA code for the purist pancreatic cancer test puristSM is an RNA expression-based test licensed to Tempus AI to provide information and personalize treatment for patients with pancreatic cancer. pURist's proprietary laboratory analysis (PLA) code is the first general procedural term (CPT) code created for the algorithm-based analysis of previously sequenced RNA data from laboratory-developed tests (LDT). GeneCentric Therapeutics, which makes precision medicine more accurate through RNA-based diagnosis, announced today that the American Medical Association (AMA) has granted a PLA code for puristSM pancreatic cancer testing. pURist is marketed under a collaboration agreement with Tempus AI, Inc. It runs on (NASDAQ:TEM) and its xR platform. pURist PLA codes are Al from previously sequenced LDT, transcriptomic (RNA) data...
Translated
10
你好 在路上
liked
$Direxion Daily TSLA Bull 2X Shares(TSLL.US$ It's just a passing point in the long run. Buy a lot and leave it alone!
Translated
7
你好 在路上
liked
$Direxion Daily TSLA Bull 2X Shares(TSLL.US$
While institutions are currently setting up short sales at a furious pace, it is individuals who fall prey to it.
After all, it is a shareholder structure where individuals account for about half.
The current Tesla stock price is in the middle of forming a story based only on EV profit margins. While there is a possibility that energy will be on par with EV sales at the end of this fiscal year, there is no need to be bearish. If energy is strong and EVs produce profit margins similar to last year, stock prices will bounce ridiculously.
First, calm down.
While institutions are currently setting up short sales at a furious pace, it is individuals who fall prey to it.
After all, it is a shareholder structure where individuals account for about half.
The current Tesla stock price is in the middle of forming a story based only on EV profit margins. While there is a possibility that energy will be on par with EV sales at the end of this fiscal year, there is no need to be bearish. If energy is strong and EVs produce profit margins similar to last year, stock prices will bounce ridiculously.
First, calm down.
Translated
16
你好 在路上
liked
$Direxion Daily TSLA Bull 2X Shares(TSLL.US$
As I've said before, Tesla will awaken around 2030![]()
Please increase the number of cards when it falls steadily![]()
This is not the time to sell in dismay![]()
With people who can prepare when everyone is pessimistic
People who are too scared to prepare will change![]()
Tesla's future is bright![]()
There are probably many people who are impatient as losses expand![]()
But I'm not in a hurry![]()
It has been steadily increasing at the time of the decline, so it's still 2 burgers 🍔![]()
What is this difference is the result of preparing in large quantities when everyone is pessimistic and hopeless![]()
There is profit only because we were able to act firmly in the midst of fear
Let me tell you just one good thing![]()
I'm talking about Bitcoin
“1 BTC is over 10 million yen, so you should buy it.” I was laughed at by a lot of people back then and it's okay to laugh like in the old days![]()
Do you know how much it is now ❓![]()
As I've said before, Tesla will awaken around 2030
Please increase the number of cards when it falls steadily
This is not the time to sell in dismay
With people who can prepare when everyone is pessimistic
People who are too scared to prepare will change
Tesla's future is bright
There are probably many people who are impatient as losses expand
But I'm not in a hurry
It has been steadily increasing at the time of the decline, so it's still 2 burgers 🍔
What is this difference is the result of preparing in large quantities when everyone is pessimistic and hopeless
There is profit only because we were able to act firmly in the midst of fear
I'm talking about Bitcoin
“1 BTC is over 10 million yen, so you should buy it.” I was laughed at by a lot of people back then and it's okay to laugh like in the old days
Do you know how much it is now ❓
Translated
22
11
你好 在路上
liked
$Tempus AI(TEM.US$
Congratulations to Kamui's followers on the explosion of profits 🎊㊗️![]()
We will announce any stocks that are likely to grow with advance notice in the future![]()
Also, I plan to post information etc. from time to time on Note 🗒️ that only Kamui's followers can see, so keep an eye out![]()
![]()
![]()
Let's go make a profit![]()
Congratulations to Kamui's followers on the explosion of profits 🎊㊗️
We will announce any stocks that are likely to grow with advance notice in the future
Also, I plan to post information etc. from time to time on Note 🗒️ that only Kamui's followers can see, so keep an eye out
Let's go make a profit
Translated
11
你好 在路上
reacted to
$Direxion Daily TSLA Bull 2X Shares(TSLL.US$
People who can prepare for a steady decline can win in stocks![]()
Trump ♠️ dollar appreciation correction statement ➕ and 🇯🇵 intervention is falling
Today's super deals on purchases in Japanese yen![]()
There is a high possibility that Tesla Bull will become number one in the future![]()
Elon Musk 🎭 does everything
The timing of the announcement, when all the gears ⚙️ mesh...
I will wake up
We will increase the number of tickets steadily during the decline and ride that wave
It's easy![]()
This is a big chance to secure the number of tickets![]()
People who can act during a decline are profitable![]()
You'll be able to get a return amnesty![]()
This isn't the time to sell in dismay![]()
this isn't the time to run away![]()
It's not even a time to hold your finger and look![]()
I'm only telling you that Tesla Bull will awaken around 2030![]()
Because Kamui's target 🎯 rate is extremely high![]()
![]()
Please see past posts![]()
Also, the notebook can also be viewed only by the people you follow, so please take a look![]()
People who can prepare for a steady decline can win in stocks
Trump ♠️ dollar appreciation correction statement ➕ and 🇯🇵 intervention is falling
There is a high possibility that Tesla Bull will become number one in the future
Elon Musk 🎭 does everything
We will increase the number of tickets steadily during the decline and ride that wave
This is a big chance to secure the number of tickets
People who can act during a decline are profitable
You'll be able to get a return amnesty
This isn't the time to sell in dismay
this isn't the time to run away
It's not even a time to hold your finger and look
I'm only telling you that Tesla Bull will awaken around 2030
Because Kamui's target 🎯 rate is extremely high
Also, the notebook can also be viewed only by the people you follow, so please take a look
Translated
22
13
你好 在路上
liked
$Tesla(TSLA.US$
Institutions make profit little by little before summer vacation, so stock prices often drop without bad news before summer vacation. America won't be able to go on summer vacation until it has left results. Japan has followed America, so other than getting fired, it's the same. That's because securities traders also have quotas. JP Morgan analysts also missed stock price predictions and were laid off last week, so lol lol American companies will be laid off soon.
Everything related to AI is being sold. Some general investors who have grasped the high price misunderstood it and sold it in dismay, but Tesla will bounce back, and that's fine. If it goes down, it's a good time to buy more for less than $230. Since the remaining short sales are over 40%, the people who set up short sales at Tesla without any discipline are gaining momentum, but since short sales are always a double-edged sword that secures profit within 6 months, if the stock price rises slightly, the locusts buy it, and the stock price rises further due to loss cutting profit on the remaining short sales. Short sales left over become gasoline from rising stock prices. If only this were enough, Tesla's stock price would grow all at once after falling, and if the stock price rose slightly, it would rise all at once...
Institutions make profit little by little before summer vacation, so stock prices often drop without bad news before summer vacation. America won't be able to go on summer vacation until it has left results. Japan has followed America, so other than getting fired, it's the same. That's because securities traders also have quotas. JP Morgan analysts also missed stock price predictions and were laid off last week, so lol lol American companies will be laid off soon.
Everything related to AI is being sold. Some general investors who have grasped the high price misunderstood it and sold it in dismay, but Tesla will bounce back, and that's fine. If it goes down, it's a good time to buy more for less than $230. Since the remaining short sales are over 40%, the people who set up short sales at Tesla without any discipline are gaining momentum, but since short sales are always a double-edged sword that secures profit within 6 months, if the stock price rises slightly, the locusts buy it, and the stock price rises further due to loss cutting profit on the remaining short sales. Short sales left over become gasoline from rising stock prices. If only this were enough, Tesla's stock price would grow all at once after falling, and if the stock price rose slightly, it would rise all at once...
Translated
![Good night 😴 Even though there is no bad news, the agency is making a profit for the first time before summer vacation. Do they always make a profit little by little before summer vacation, get results, and go on summer vacation](https://sgsnsimg.moomoo.com/sns_client_feed/182897506/20240716/655c7c595313fd3fbcef159496663e5b.jpg?area=105&is_public=true)
15
2