The attention on quantum computing and small nuclear reactor power generation is due to it being a new investment target in the AI boom.
The regulation committee has put a stop to the construction of AI data centers due to the supply of electrical utilities, requiring the data centers to be constructed near existing power plants, hence the likelihood of using small modular reactors or fuel cell energy.
And I think the ultimate AI is quantum computer AI.
The regulation committee has put a stop to the construction of AI data centers due to the supply of electrical utilities, requiring the data centers to be constructed near existing power plants, hence the likelihood of using small modular reactors or fuel cell energy.
And I think the ultimate AI is quantum computer AI.
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$Quantum Computing (QUBT.US)$
Triple on the first order, quadruple on the second order.
I wonder if photonic chips were sold for the purpose of cryptographic generation for quantum computers.
Has it moved from the development stage to the practical stage?
Investing in the future is fun.
10 times, 20 times...
Triple on the first order, quadruple on the second order.
I wonder if photonic chips were sold for the purpose of cryptographic generation for quantum computers.
Has it moved from the development stage to the practical stage?
Investing in the future is fun.
10 times, 20 times...
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
Bond prices falling seems to be related to Trump trade.
If Trump wins, prices may temporarily drop even further.
Under a Republican administration, accurate job numbers are released, raising concerns about an economic downturn. Trump's policies may lead to a halt in rate cuts due to concerns about inflation, with the possibility of rate hikes.
The future of TMF is uncertain.
I don't see a clear reversal and upward trend.
Bond prices falling seems to be related to Trump trade.
If Trump wins, prices may temporarily drop even further.
Under a Republican administration, accurate job numbers are released, raising concerns about an economic downturn. Trump's policies may lead to a halt in rate cuts due to concerns about inflation, with the possibility of rate hikes.
The future of TMF is uncertain.
I don't see a clear reversal and upward trend.
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$Tokyo Metro (9023.JP)$
Should I sell or should I receive shareholder benefits?
Should I sell or should I receive shareholder benefits?
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$NuScale Power (SMR.US)$
I wonder if it's the era where one small nuclear reactor power generation is set per AI datacenter.
I don't think it will crash unless there is a radiation leak incident.
I wonder if it's the era where one small nuclear reactor power generation is set per AI datacenter.
I don't think it will crash unless there is a radiation leak incident.
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$Direxion Daily Junior Gold Miners Index Bull 2X Shares (JNUG.US)$
Thanks to the high gold prices and low crude oil prices, each company seems to be posting good earnings.
Thanks to the high gold prices and low crude oil prices, each company seems to be posting good earnings.
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
The employment statistics for October showed a very strong result, as the Harris campaign poured election funds into government agencies to hire a large number of part-time and temporary workers, delaying layoffs for companies through labor unions in the Democratic party support base.
Tomorrow's CPI is expected to exceed expectations, and it is thought that bond interest rates will rise due to inflation concerns.
Following the CPI, PCE is also expected to exceed expectations.
The employment statistics for November 1st, just before the presidential election, will naturally reflect the strength of the labor market.
I think that the clear deterioration in employment statistics will begin as early as December.
Although the revision of the increased number of employees is scheduled for February next year, concerns about entering an economic recession may accelerate all at once.
Even if an attack on Iran's crude oil facilities by Israel is carried out, it is unlikely to escalate into a full-scale war, and I think Iran will settle down. However, in the short term, bond yields are expected to remain high due to concerns about inflation reigniting, keeping the price of crude oil from falling.
In my personal view, the buying opportunity for TMF is expected to start after the crude oil price declines and a congratulatory market rally for the new president begins immediately after the presidential election ends.
The employment statistics for October showed a very strong result, as the Harris campaign poured election funds into government agencies to hire a large number of part-time and temporary workers, delaying layoffs for companies through labor unions in the Democratic party support base.
Tomorrow's CPI is expected to exceed expectations, and it is thought that bond interest rates will rise due to inflation concerns.
Following the CPI, PCE is also expected to exceed expectations.
The employment statistics for November 1st, just before the presidential election, will naturally reflect the strength of the labor market.
I think that the clear deterioration in employment statistics will begin as early as December.
Although the revision of the increased number of employees is scheduled for February next year, concerns about entering an economic recession may accelerate all at once.
Even if an attack on Iran's crude oil facilities by Israel is carried out, it is unlikely to escalate into a full-scale war, and I think Iran will settle down. However, in the short term, bond yields are expected to remain high due to concerns about inflation reigniting, keeping the price of crude oil from falling.
In my personal view, the buying opportunity for TMF is expected to start after the crude oil price declines and a congratulatory market rally for the new president begins immediately after the presidential election ends.
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$Gold Futures(DEC4) (GCmain.US)$
They say gold will be over 2700 dollars at the end of this year, and over 3000 dollars at the end of next year, but I wonder if it's true.
They say gold will be over 2700 dollars at the end of this year, and over 3000 dollars at the end of next year, but I wonder if it's true.
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
With a rate cut of 25bp in September and a rate cut of 125bp in the year, although it is unlikely, there may be a chance of achieving a soft landing.
In a soft landing scenario, there is a possibility that the interest rate cut cycle will suddenly stop, especially with improvements in labor market indicators, such as a decrease in unemployment rate, which could be troublesome for bond investors.
It is said that it will take half a year to a year for the effect of interest rate cuts to appear in the real economy, but if the unemployment rate starts to decrease around next spring, concerns about economic recession will be completely eliminated and the preemptive interest rate cut by the Federal Reserve will be considered successful.
Even if a recession occurs, there is a high possibility that it will be short-term and shallow thanks to the preemptive interest rate cut.
Long-term bond yields tend to be linked to long-term expected inflation rates after interest rate cuts, so the tipping point for profit-taking in TMF may come surprisingly early.
However, if a miraculous soft landing route is confirmed...
With a rate cut of 25bp in September and a rate cut of 125bp in the year, although it is unlikely, there may be a chance of achieving a soft landing.
In a soft landing scenario, there is a possibility that the interest rate cut cycle will suddenly stop, especially with improvements in labor market indicators, such as a decrease in unemployment rate, which could be troublesome for bond investors.
It is said that it will take half a year to a year for the effect of interest rate cuts to appear in the real economy, but if the unemployment rate starts to decrease around next spring, concerns about economic recession will be completely eliminated and the preemptive interest rate cut by the Federal Reserve will be considered successful.
Even if a recession occurs, there is a high possibility that it will be short-term and shallow thanks to the preemptive interest rate cut.
Long-term bond yields tend to be linked to long-term expected inflation rates after interest rate cuts, so the tipping point for profit-taking in TMF may come surprisingly early.
However, if a miraculous soft landing route is confirmed...
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稲ビディア OP Nobinobi2929 : I finally stopped taking profits when it went up and re-entered.