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Micron's business cycle
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
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米政治は未知の領域に突入、民主党がトランプ氏対抗でハリス氏に賭け
2024年7月22日 13:15 JST(一部抜粋)
金融市場、激しい選挙戦に伴う新たな不確実性への備え迫られる
バイデン氏撤退の発表後、民主党への小口献金は急増
バイデン米大統領の選挙戦撤退は、現代の米国政治において前例のない動きであり、大統領選挙は未知の領域へと突入した。
バイデン氏（81）は21日に大統領選からの撤退を表明。11月の本選で共和党のトランプ前大統領と対決する民主党候補として、59歳のカマラ・ハリス副大統領を支持した。現職の米大統領が２期目を目指さない決断を下したのは、1968年のリンドン・ジョンソン大統領以来。
2024年7月22日 13:15 JST(一部抜粋)
金融市場、激しい選挙戦に伴う新たな不確実性への備え迫られる
バイデン氏撤退の発表後、民主党への小口献金は急増
バイデン米大統領の選挙戦撤退は、現代の米国政治において前例のない動きであり、大統領選挙は未知の領域へと突入した。
バイデン氏（81）は21日に大統領選からの撤退を表明。11月の本選で共和党のトランプ前大統領と対決する民主党候補として、59歳のカマラ・ハリス副大統領を支持した。現職の米大統領が２期目を目指さない決断を下したのは、1968年のリンドン・ジョンソン大統領以来。
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Asian technology stocks don't stop falling - Morgan S recommends profit determination
2024/7/22 14:38 JST (some excerpts)
The change in leadership in the Asian market historically preceded the initial US interest rate cut - Morgan S
TSMC and Tokyo Electron fall off the “focus list”
Asian technology stocks also fell on the 22nd, and if they continue as they are, it will be the biggest decline since the beginning of the novel coronavirus pandemic (global pandemic) on a 4-business day basis. A Morgan Stanley strategist recommended investors determine profits from the artificial intelligence (AI) boom.
Since last week, the sustainability of AI trade and the United StatesRestrictions on semiconductor exports to ChinaExploring the possibilities of enhancementsconcernsis spreading. The Bloomberg Asia-Pacific Semiconductor Index temporarily fell 3% on the 22nd, and if it continues as it is, it will be drastically lower since 2020/3 in 4 business days.
2024/7/22 14:38 JST (some excerpts)
The change in leadership in the Asian market historically preceded the initial US interest rate cut - Morgan S
TSMC and Tokyo Electron fall off the “focus list”
Asian technology stocks also fell on the 22nd, and if they continue as they are, it will be the biggest decline since the beginning of the novel coronavirus pandemic (global pandemic) on a 4-business day basis. A Morgan Stanley strategist recommended investors determine profits from the artificial intelligence (AI) boom.
Since last week, the sustainability of AI trade and the United StatesRestrictions on semiconductor exports to ChinaExploring the possibilities of enhancementsconcernsis spreading. The Bloomberg Asia-Pacific Semiconductor Index temporarily fell 3% on the 22nd, and if it continues as it is, it will be drastically lower since 2020/3 in 4 business days.
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US President Joe BidenIt is clear that they will “withdraw” from the November presidential electionI made it. In a letter posted on social media, he stated that after a crushing defeat at the debate session, he was unable to calm resistance within the Democratic Party against his candidacy, and that his run for the presidential election would be terminated. He supported Vice President Kamala Harris as a successor candidate. Secretary General Mogi Toshimitsu of the Liberal Democratic Party said on the 20th, “We still can't say definite results,The current atmosphere in the US is getting closer from “almost tiger” to “definitely tiger”” he said.
There is a possibility that Biden's withdrawal, which is less than 4 months until the November election, will further worsen the turbulence on Wall Street in the short term. It is said that there is a possibility that the “Trump Trade” (good material for energy companies, banks, and Bitcoin, bad material for electric cars and renewable energy), which gained momentum after Biden's presidential election debate, will stall.
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Hi-tech company earnings report Biden announced his withdrawal, what is the future of the market?
this week, $Alphabet-A(GOOGL.US$Ya $Tesla(TSLA.US$Financial results announcements for large high-tech stocks such as...
There is a possibility that Biden's withdrawal, which is less than 4 months until the November election, will further worsen the turbulence on Wall Street in the short term. It is said that there is a possibility that the “Trump Trade” (good material for energy companies, banks, and Bitcoin, bad material for electric cars and renewable energy), which gained momentum after Biden's presidential election debate, will stall.
this week, $Alphabet-A(GOOGL.US$Ya $Tesla(TSLA.US$Financial results announcements for large high-tech stocks such as...
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Reuters·2024/07/22 15:29
Beginning with paragraph 8, I'll add H20 chip sales performance, competitive challenges, and a focus on Sino-US trade friction.
by Fanny Potkin
SINGAPORE, July 22 (Reuters) - Nvidia NVDA.O is working on developing a flagship AI chip for the Chinese market that complies with current US export regulations, three sources familiar with the matter said.
This AI chip giant announced in March the “Blackwell” chip series, which is scheduled to be mass-produced later this year. These processors are a combination of two pieces of square silicon the same size as the products the company has offered until now. Within this series, the B200 is 30 times faster than the previous model for some tasks, such as answering from chatbots.
Nvidia is teaming up with Inspur, one of China's leading distributor partners...
Reuters·2024/07/22 15:29
Beginning with paragraph 8, I'll add H20 chip sales performance, competitive challenges, and a focus on Sino-US trade friction.
by Fanny Potkin
SINGAPORE, July 22 (Reuters) - Nvidia NVDA.O is working on developing a flagship AI chip for the Chinese market that complies with current US export regulations, three sources familiar with the matter said.
This AI chip giant announced in March the “Blackwell” chip series, which is scheduled to be mass-produced later this year. These processors are a combination of two pieces of square silicon the same size as the products the company has offered until now. Within this series, the B200 is 30 times faster than the previous model for some tasks, such as answering from chatbots.
Nvidia is teaming up with Inspur, one of China's leading distributor partners...
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$CrowdStrike(CRWD.US$ If it's a direct scandal, the price that can be bought sensitively is the bottom price, and how much is the bottom for investors in the world? Keep a close eye on
Are lawsuits around 1/3 of the world scale?
Are lawsuits around 1/3 of the world scale?
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$CrowdStrike(CRWD.US$
Cloud Strike was held at a high price. The decline continued this week, and since it came close to the unrealized loss line, all shares were sold. There was also a purpose of transferring funds to other depreciating stocks.
Then, the next day, a large-scale disaster occurred. The market price on that day rose nearly 10% from a 20% drop, so I was a little sorry that it was an opportunity to buy more rather than sell, but I saw various news and learned that it was a difficult situation. There will be no major losses at the moment due to disclaimers, but it seems that it will have a big impact on guidance for the next financial results. Which way will the market move next week?
Cloud Strike was held at a high price. The decline continued this week, and since it came close to the unrealized loss line, all shares were sold. There was also a purpose of transferring funds to other depreciating stocks.
Then, the next day, a large-scale disaster occurred. The market price on that day rose nearly 10% from a 20% drop, so I was a little sorry that it was an opportunity to buy more rather than sell, but I saw various news and learned that it was a difficult situation. There will be no major losses at the moment due to disclaimers, but it seems that it will have a big impact on guidance for the next financial results. Which way will the market move next week?
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$GraniteShares 2x Long NVDA Daily ETF(NVDL.US$ Although the market price is rough this time of year due to the summer withering market, the market is rising in the long run, and there is also a presidential election in November. You'll be happy at the end of the year, so you can wait for the time to come without leaving the market price (buy when it falls, cut losses, and re-in)
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7/23 (Tue) Alphabet (Google), Tesla
7/30 (Tue) Microsoft
7/31 (Wed) meta (Facebook)
8/1 (Thu.) Apple, Amazon
8/28 (Wed) NVIDIA
7/30 (Tue) Microsoft
7/31 (Wed) meta (Facebook)
8/1 (Thu.) Apple, Amazon
8/28 (Wed) NVIDIA
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