新div
liked and commented on
$Arm Holdings (ARM.US)$
I will buy it if it drops below 90.
I will buy it if it drops below 90.
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新div
liked
$NVIDIA (NVDA.US)$
Major semiconductor manufacturers are also forecasting a recovery starting from next summer across the board. In the semiconductor industry, it is realized that during the recovery period, not only will sales volume increase, but also due to the confusion in fab allocation, it will become a seller's market, leading to price increases. Therefore, during the prosperous times of the silicon cycle, the profit margin of semiconductor manufacturers will increase. It should be undervalued now.
The semiconductor industry has always been on the rise despite repeating the Silicon cycle, and the market forecast for 2030 is expected to be 1 trillion dollars, twice the current level. As we cannot go back to the time when we were dubbing our favorite artist's best album onto cassette tapes, semiconductors will continue to be an increasingly important industry in the future.
Major semiconductor manufacturers are also forecasting a recovery starting from next summer across the board. In the semiconductor industry, it is realized that during the recovery period, not only will sales volume increase, but also due to the confusion in fab allocation, it will become a seller's market, leading to price increases. Therefore, during the prosperous times of the silicon cycle, the profit margin of semiconductor manufacturers will increase. It should be undervalued now.
The semiconductor industry has always been on the rise despite repeating the Silicon cycle, and the market forecast for 2030 is expected to be 1 trillion dollars, twice the current level. As we cannot go back to the time when we were dubbing our favorite artist's best album onto cassette tapes, semiconductors will continue to be an increasingly important industry in the future.
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新div
liked and commented on
$Super Micro Computer (SMCI.US)$
Even if good news comes out, the stock price movement of Super Micro may not be that simple in the market.
Even if it rises and retail investors panic buy, they will be shaken out by profit-taking, causing panic selling, and then when it rises again, it becomes too scary to buy. This leads to the manipulative stock's sudden rise. Institutions must be furious for being pushed down arbitrarily until now.
It's not certain that it will continue to rise, even if it does, consider that it may surge with ups and downs rather than a straight rise. This is because it benefits the institutions.![]()
![]()
Even if good news comes out, the stock price movement of Super Micro may not be that simple in the market.
Even if it rises and retail investors panic buy, they will be shaken out by profit-taking, causing panic selling, and then when it rises again, it becomes too scary to buy. This leads to the manipulative stock's sudden rise. Institutions must be furious for being pushed down arbitrarily until now.
It's not certain that it will continue to rise, even if it does, consider that it may surge with ups and downs rather than a straight rise. This is because it benefits the institutions.
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新div
liked and commented on
$Tempus AI (TEM.US)$
Before soaring to $45, reaching a high of $79 (up 80%), it is now around $52 (down 35%), so is it almost back to its original state??
It might be better to wait and see a little longer until signs of a reversal appear.
I think the potential for the future is super high.
I don't know.
Before soaring to $45, reaching a high of $79 (up 80%), it is now around $52 (down 35%), so is it almost back to its original state??
It might be better to wait and see a little longer until signs of a reversal appear.
I think the potential for the future is super high.
I don't know.
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新div
liked
Thank you for your hard work this week.
It has been a tough week overall, but let's do our best again next week!!
It has been a tough week overall, but let's do our best again next week!!
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10
新div
liked
$USD/JPY (USDJPY.FX)$
With the yen's appreciation, there are various opportunities to buy more cheaply good stocks with strong performance and future prospects.![]()
With the yen's appreciation, there are various opportunities to buy more cheaply good stocks with strong performance and future prospects.
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above 
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Promising during the election and the triple red operation of the Congress. What will happen to the value of Bitcoin.![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
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新div : There will be speeches by President Ueda on the 18th and 21st.
ARM, Micron, AMD
have become quite undervalued.
This week, there will be earnings announcements for NVDA.
While NVDA's performance is important, the guidance, especially regarding Blackwell's sales, is being closely watched.
Depending on the earnings, it's uncertain which way it will move, so I will place a limit order.
ARM