Jerome Hagell
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Jerome Hagell
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$Tesla (TSLA.US)$ Are you okay? What happened? Stupid Elon❗️ Fool❗️ The worst❗️ The worst❗️ Super the worst❗️
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Jerome Hagell
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$NVIDIA (NVDA.US)$
As long as there are no more foreign exchange losses, ...
As long as there are no more foreign exchange losses, ...
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Jerome Hagell
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Jerome Hagell
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$NVIDIA (NVDA.US)$
You've been selling all along, right?
You've been selling all along, right?
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Jerome Hagell
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$USD/JPY (USDJPY.FX)$ $Japan 10-Year Treasury Notes Yield (JP10Y.BD)$
Today, I was annoyed by the hawkish remarks made by a Bank of Japan committee member. Well, from the Bank of Japan's perspective of aiming for price stability, it's understandable that such remarks are unavoidable. After all, the recent core CPI is at 3%. The overall CPI is at 3.6%. It can be said that the inflation risk is high. However, it's not necessarily good to raise interest rates. People are excitedly saying that 'Japan is actively constructing Datacenters,' but it seems that capital investment has been in decline since last year in real terms. Since the interest rate hike last year, the Nikkei average has failed to surpass its previous high. Even though wages are increasing, the money is not being spent but rather used for repayments, etc. I've also heard news indicating the adverse effects of last year's interest rate hike.
Relying too much on the Bank of Japan for everything is not the solution. There seems to be a trend of relying on the Bank of Japan not only for price matters but also for foreign exchange interventions. However, raising interest rates can have impacts beyond just prices.
I am reading a book that recounts the history of monetary policy from the 1970s inflation written by Bernanke. Whether it's inflation or deflation, in emergencies, it's important to note that central banks do not respond alone but in coordination with fiscal policy...
Today, I was annoyed by the hawkish remarks made by a Bank of Japan committee member. Well, from the Bank of Japan's perspective of aiming for price stability, it's understandable that such remarks are unavoidable. After all, the recent core CPI is at 3%. The overall CPI is at 3.6%. It can be said that the inflation risk is high. However, it's not necessarily good to raise interest rates. People are excitedly saying that 'Japan is actively constructing Datacenters,' but it seems that capital investment has been in decline since last year in real terms. Since the interest rate hike last year, the Nikkei average has failed to surpass its previous high. Even though wages are increasing, the money is not being spent but rather used for repayments, etc. I've also heard news indicating the adverse effects of last year's interest rate hike.
Relying too much on the Bank of Japan for everything is not the solution. There seems to be a trend of relying on the Bank of Japan not only for price matters but also for foreign exchange interventions. However, raising interest rates can have impacts beyond just prices.
I am reading a book that recounts the history of monetary policy from the 1970s inflation written by Bernanke. Whether it's inflation or deflation, in emergencies, it's important to note that central banks do not respond alone but in coordination with fiscal policy...
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Jerome Hagell
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$NVIDIA (NVDA.US)$
Investing in double the amount of bull, shaking and trembling while making explosive profits.![]()
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Investing in double the amount of bull, shaking and trembling while making explosive profits.
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![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/182852766/20250206/1738776942964-random2383-182852766-android-org.png/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
Equipment investment in 2025 is only a plan.
No change from statement 1.24 for Meta 600 to $65 billion. Year-on-year comparison of 56-66%.
Microsoft's revenue is $85 billion (including 485,000 units of Hopper), a 40% increase year-on-year.
There is no specific amount mentioned regarding Tesla's equipment investment. Only 1 billion dollars for 2024 (to the best of my knowledge).
Apple is unlikely to buy NVIDIA's chips as usual.
Google is investing heavily in in-house development of hardware and software, with sales of 75 billion dollars, up 132% year-on-year.
Equipment investment in 2025 is only a plan.
No change from statement 1.24 for Meta 600 to $65 billion. Year-on-year comparison of 56-66%.
Microsoft's revenue is $85 billion (including 485,000 units of Hopper), a 40% increase year-on-year.
There is no specific amount mentioned regarding Tesla's equipment investment. Only 1 billion dollars for 2024 (to the best of my knowledge).
Apple is unlikely to buy NVIDIA's chips as usual.
Google is investing heavily in in-house development of hardware and software, with sales of 75 billion dollars, up 132% year-on-year.
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Jerome Hagell
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$Vistra Energy (VST.US)$ Canceling NVIDIA's decline and still making big profits (laughs) Thank you, Vistra Energy.
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