$Taiwan Semiconductor (TSM.US)$is scheduled to hold a financial results briefing for the 3rd quarter of 2023 at 3:00 p.m. on 2023/10/19 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. If you would like to watch it, please click the “Book” button.
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$BigBear.ai Holdings (BBAI.US)$ $Palantir (PLTR.US)$ $Arqit Quantum (ARQQ.US)$
Very few stocks above their 200 day moving average. About 24%. $Microsoft (MSFT.US)$ is close, $Alphabet-A (GOOGL.US)$ $Alphabet-C (GOOG.US)$ and $Apple (AAPL.US)$ not so much.
Indexes are going down. They are not exempt from the carnage like some believe. Will they drop 15% more, 20% more. Time will tell, but they will keep dropping.
The good news is the indexes are the last ones to go, via history.
The time to se...

I first learned about SPAC via Barron's and discovered it was seriously undervalued. Although it is a company that promotes quantum computing and quantum encryption, what it does is not as complicated as domestic quantum technology, so it is not a big technical problem. Normal encryption requires a public key, a string of numbers that is generated in advance by some random algorithm and distributed when needed. What Arqit does is: 1） Generate when you want to use it, so as to prevent others from intercepting it at other times, which is a speed problem; 2） with quantum equipment generation guarantee completely random. Compared with quantum computing, it has no hard technology challenges on hardware devices, and compared with Quantumctek, it has no single-photon transmission challenges of satellite or optical fiber over long distances. To put it plainly, it is completely random number plus a time difference of speed. Theoretically, it cannot completely eliminate the threat of quantum computing or other attacks, but it does reduce the risk factor greatly if the calculation is fast enough. $Arqit Quantum (ARQQ.US)$

$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of 2023 is scheduled to be held at 6:00 a.m. on 2023/8/24 (Thursday) Japan time. NVIDIA's results for the 2nd quarter are scheduled to be announced at this briefing.The broadcast will take place in subtitled translation format.If you would like to watch it, please click the “Book” button. Currently, the subtitle translation function can only be used on smartphones. If you want to see subtitles, please update the app to the latest version.
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Disclaimer: The content of this live is provided by a subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. Translate...

おはようございます！
FOMCの結果が出ました。
あまりにも市場が楽観しているので、パウエル議長からお怒りのタカ派発言が出ました。
残り4会合で2回の利上げ、さらに年内利下げはない。
それでも市場は楽観を続けるのでしょうか🧐
・「過去6か月間でコアPCEインフレにあまり改善が見られないと、想定以上にタカ派的な内容となった。」とパウエル議長
・CPIも中身がまだ悪い、PCEコアが高止まりしている観点から、パウエルさんは頭を悩ませています。
・今回、利上げは見送られましたが、ドットプロットが、5.125%→ 5.625%に上方修正されたこと、さらに、24年も4.25%→4.625％　 2025年も3.125%→3.375％と相次いで上方修正されました。
・今後も指標の数値ではなく、中身を精査していく必要がありますし、特に次回PCE発表時は想像以上に大きく動いてしまう可能性があることに注意です。
・市場はまだまだ楽観視していますが、楽観が長いぶんショックは大きくなります。
 ・7月の利上げを織り込んでいた相場は、それ以降の利上げを織り込んでいなかったこ...

$G-Next (4179.JP)$ やるかも。俺は昨日切り上げラインサポで買った。