凡之介さん
liked
$Meta Platforms (META.US)$ I wonder what the US stocks are doing every day. 🇺🇸
It feels like the results of financial statements and the evaluation of companies don't matter to any company anymore.
It feels like money is just moving in the money game of institutions and individual investors.
It feels like the results of financial statements and the evaluation of companies don't matter to any company anymore.
It feels like money is just moving in the money game of institutions and individual investors.
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凡之介さん
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(Friday, September 6, 2024 22:35)
Employment statistics are somewhat weak, and the NY market started with a favorable rise!
⭐ Buy pharmaceuticals, sell semiconductors!
- Dow +220, Nas +18, S&P +18, Russell +7▲
- Interest Rate (Y10 = 3.74%)▲
Gold, silver, copper down
- Crude Oil 69.8▲
Grains up
BTC up
- USD/JPY 143.3↓
- Fear & Greed 48▲
・Sector situation
About 60% of the sectors are rising.
(Top 3) Building products & equipment, building materials, residential construction
⭐ Buy in the construction sector
(Bottom 3) Coke, semiconductors, residential REIT
(22:53)
Sell part of $NVDA and $INDL.
$NVDA sell at 50% loss, $INDL take 75% profit.
$NVIDIA (NVDA.US)$
$Direxion Daily MSCI India Bull 2X Shares ETF (INDL.US)$
🟦$NVDL-EXI...
Employment statistics are somewhat weak, and the NY market started with a favorable rise!
⭐ Buy pharmaceuticals, sell semiconductors!
- Dow +220, Nas +18, S&P +18, Russell +7▲
- Interest Rate (Y10 = 3.74%)▲
Gold, silver, copper down
- Crude Oil 69.8▲
Grains up
BTC up
- USD/JPY 143.3↓
- Fear & Greed 48▲
・Sector situation
About 60% of the sectors are rising.
(Top 3) Building products & equipment, building materials, residential construction
⭐ Buy in the construction sector
(Bottom 3) Coke, semiconductors, residential REIT
(22:53)
Sell part of $NVDA and $INDL.
$NVDA sell at 50% loss, $INDL take 75% profit.
$NVIDIA (NVDA.US)$
$Direxion Daily MSCI India Bull 2X Shares ETF (INDL.US)$
🟦$NVDL-EXI...
Translated
![(2024/9/6 金曜日)雇用統計はやや弱くNY市場は好感の上昇で開始!⭐6割方上昇。⭕製薬❌半導体→💥すっかりリセッション懸念のリスクオフとなり終了!⭐8割方下落‼️⭕不動産関連❌AI半導体,コモディティ‼️](https://sgsnsimg.moomoo.com/sns_client_feed/181346385/20240906/7a31407ee57a44169570731b05212aec.png/thumb?area=105&is_public=true)
![(2024/9/6 金曜日)雇用統計はやや弱くNY市場は好感の上昇で開始!⭐6割方上昇。⭕製薬❌半導体→💥すっかりリセッション懸念のリスクオフとなり終了!⭐8割方下落‼️⭕不動産関連❌AI半導体,コモディティ‼️](https://sgsnsimg.moomoo.com/sns_client_feed/181346385/20240906/85fbd367ed254e56868d16c02ae274fb.png/thumb?area=105&is_public=true)
![(2024/9/6 金曜日)雇用統計はやや弱くNY市場は好感の上昇で開始!⭐6割方上昇。⭕製薬❌半導体→💥すっかりリセッション懸念のリスクオフとなり終了!⭐8割方下落‼️⭕不動産関連❌AI半導体,コモディティ‼️](https://sgsnsimg.moomoo.com/sns_client_feed/181346385/20240906/1f197bf5a691427181415cc42c5e9169.png/thumb?area=105&is_public=true)
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凡之介さん
liked
凡之介さん
liked
Both in Japan and the United States, extreme ups and downs. The range is too wide, especially the decline.
The fear index also dropped to about 15... without even thinking about it, suddenly exceeded 20...
As an amateur, I'm like 'What is going on? 😩'
In such a situation where the direction is unclear, I think uncertain actions are dangerous.
As for personal asset management, isn't it a difficult time?
Is it based on supported confidence?→ Since I have no support or confidence, I cannot make big moves.
Are you going on an adventure (gambling)?→ Even though I have a aversion to gambling, I understand that I am not in a situation to go on an adventure.
For individual asset management households, the quarterly investment situation since the beginning of the year is...
Considering the fluctuations this year, most people (especially newcomers) seem to be starting to think that stock investment is confusing, difficult, mentally taxing, and troublesome.
I also find myself thinking that way at times.
However, I believe that in stable situations, larger returns can be achieved through asset management than simply saving money.
Until stability is achieved, it might be a good idea to wait and see.
At the end of the comment, the ...
The fear index also dropped to about 15... without even thinking about it, suddenly exceeded 20...
As an amateur, I'm like 'What is going on? 😩'
In such a situation where the direction is unclear, I think uncertain actions are dangerous.
As for personal asset management, isn't it a difficult time?
Is it based on supported confidence?→ Since I have no support or confidence, I cannot make big moves.
Are you going on an adventure (gambling)?→ Even though I have a aversion to gambling, I understand that I am not in a situation to go on an adventure.
For individual asset management households, the quarterly investment situation since the beginning of the year is...
Considering the fluctuations this year, most people (especially newcomers) seem to be starting to think that stock investment is confusing, difficult, mentally taxing, and troublesome.
I also find myself thinking that way at times.
However, I believe that in stable situations, larger returns can be achieved through asset management than simply saving money.
Until stability is achieved, it might be a good idea to wait and see.
At the end of the comment, the ...
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凡之介さん
liked
Leading semiconductor company $Broadcom (AVGO.US)$ Nvidia announced earnings after the market closed on September 5th. The stock price fell by 6.7% in after-hours trading. reported. The 4Q revenue guidance slightly missed market expectations, becoming a selling point. While AI semiconductors are doing well, the growth of non-AI business is expected to fall below market estimates.
●The company once again raised its full-year AI-related revenue forecast. The upward revision exceeded market expectations but failed to push the stock price higher. It is believed that investors are becoming more cautious ahead of the employment statistics on the following day, which also had an impact.
●The company once again upwardly revised its full-year AI-related revenue forecast. The increase exceeded market expectations, but did not push up the stock price. It is believed that investors' cautious attitude, as they await the employment statistics on the following day, also influenced the stock price.
Earnings Highlights
◇24.10 Period 3Q (May - July) Actual Results: Mixed Strengths and Weaknesses. ◇ 4Q (August - October) Revenue Guidance: Slightly Below Market Expectations.
◇ AI business is doing well, non-AI business "bottoming out and recovering in 4Q".
●The management commented during the earnings call,"AI demand remains strong." Reflecting the strong demand for AI semiconductors, the full-year AI-related revenue outlook has been revised upward from $11 billion to $12 billion, surpassing market expectations once again. The magnitude of the upward revision also exceeded market forecasts.
●AI semiconductors have a good...
●The company once again raised its full-year AI-related revenue forecast. The upward revision exceeded market expectations but failed to push the stock price higher. It is believed that investors are becoming more cautious ahead of the employment statistics on the following day, which also had an impact.
●The company once again upwardly revised its full-year AI-related revenue forecast. The increase exceeded market expectations, but did not push up the stock price. It is believed that investors' cautious attitude, as they await the employment statistics on the following day, also influenced the stock price.
◇24.10 Period 3Q (May - July) Actual Results: Mixed Strengths and Weaknesses. ◇ 4Q (August - October) Revenue Guidance: Slightly Below Market Expectations.
◇ AI business is doing well, non-AI business "bottoming out and recovering in 4Q".
●The management commented during the earnings call,"AI demand remains strong." Reflecting the strong demand for AI semiconductors, the full-year AI-related revenue outlook has been revised upward from $11 billion to $12 billion, surpassing market expectations once again. The magnitude of the upward revision also exceeded market forecasts.
●AI semiconductors have a good...
Translated
![Broadcom CEO: "Strong demand for AI semiconductors! Non-AI business below expectations, recovery expected in the future [earnings summary]"](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240906/1725611392198-9762ce42c6.png/thumb?area=105&is_public=true)
![Broadcom CEO: "Strong demand for AI semiconductors! Non-AI business below expectations, recovery expected in the future [earnings summary]"](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240906/1725611392161-63afc04b5a.png/thumb?area=105&is_public=true)
![Broadcom CEO: "Strong demand for AI semiconductors! Non-AI business below expectations, recovery expected in the future [earnings summary]"](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240906/1725611392262-c33b9232a6.png/thumb?area=105&is_public=true)
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凡之介さん
liked
$USD/JPY (USDJPY.FX)$ Do you understand a slap back and forth from the morning (5 yen) 😱
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凡之介さん
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
If N does not fall below 102.39, it will aim for 107.73.![]()
If it falls below 102.39, there is a possibility of a decline to 99.07.![]()
If N does not fall below 102.39, it will aim for 107.73.
If it falls below 102.39, there is a possibility of a decline to 99.07.
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凡之介さん
liked
$USD/JPY (USDJPY.FX)$
Some experts were saying that it wouldn't be surprising for the dollar to fall to 170 yen just a little while ago, but now it feels like quite a long time ago. Conversely, now we are in a situation where we need to worry about the strong yen. Japan has economic strength and is in great shape, so the yen is high. Expect a stronger dollar next week!
Some experts were saying that it wouldn't be surprising for the dollar to fall to 170 yen just a little while ago, but now it feels like quite a long time ago. Conversely, now we are in a situation where we need to worry about the strong yen. Japan has economic strength and is in great shape, so the yen is high. Expect a stronger dollar next week!
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凡之介さん
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Robo-taxis: If only Uber alone causes 3 million people to lose their jobs, what would happen if we introduce Yellow Cabs? According to calculations, there will be a monthly unemployment rate of 0.15 million people for 2 years. Can we simply be happy about this technology?
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凡之介さん
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$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ The employment statistics and unemployment rate are as expected, but the number of employed persons has been revised downward in June and July, so it seems that employment is declining and the unemployment rate has weakened to 4.2%.
It's a 0.25-point estimate, but...
It's a 0.25-point estimate, but...
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