赤い稲妻
voted
$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
前回 テスラ下落の波にあったけど…
みんなはどうかな？![]()
僕はちゃんとしっかりと仕込んだよ![]()
下落時にこそ行動力が試されるからね![]()
下落時にチャンスを掴みにいかないと![]()
テスラはまださらに上がりますので、しっかりと下落時に仕込んでいきましょう![]()
下落時に動ける人、動けない人の差はやはりでかいですよ![]()
前回 テスラ下落の波にあったけど…
みんなはどうかな？
僕はちゃんとしっかりと仕込んだよ
下落時にこそ行動力が試されるからね
下落時にチャンスを掴みにいかないと
テスラはまださらに上がりますので、しっかりと下落時に仕込んでいきましょう
下落時に動ける人、動けない人の差はやはりでかいですよ
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赤い稲妻
voted
6月5日、 $Taiwan Semiconductor (TSM.US)$ の終値は6.85%上昇し、株価は過去最高を記録した。 同時に、 $Qualcomm (QCOM.US)$ は3.68%、 $Advanced Micro Devices (AMD.US)$ は3.86%、 $Arm Holdings (ARM.US)$ は8.59%上昇した。 TSMCの今年の累積利益は57%を超えた。
TSMCの魏会長は、同社の人工知能チップ・ファウンドリー・サービスの値上げを検討していることを示唆した。 同時に、TSMCと $NXP Semiconductors (NXPI.US)$ はシンガポールに合弁工場の建設を計画している。
半導体市場のこの波はどこに向かうと思いますか？
TSMCの魏会長は、同社の人工知能チップ・ファウンドリー・サービスの値上げを検討していることを示唆した。 同時に、TSMCと $NXP Semiconductors (NXPI.US)$ はシンガポールに合弁工場の建設を計画している。
半導体市場のこの波はどこに向かうと思いますか？
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赤い稲妻
commented on
$CBOE Volatility S&P 500 Index (.VIX.US)$
$U.S. 2-Year Treasury Notes Yield (US2Y.BD)$
US bonds are coming back to early May levels
The fear index is also rising, isn't it
It is also said that the bond market has pioneering potential, but...
For me, it may not be a shopping place anymore
The sense of caution against the stock market is much stronger than it was 2 or 3 days ago
$U.S. 2-Year Treasury Notes Yield (US2Y.BD)$
US bonds are coming back to early May levels
The fear index is also rising, isn't it
It is also said that the bond market has pioneering potential, but...
For me, it may not be a shopping place anymore
The sense of caution against the stock market is much stronger than it was 2 or 3 days ago
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赤い稲妻
voted
Good morning to all Moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 39,000 yen - 39,500 yen (4-day closing price 39,773 yen 14 sen)
● [Federal Reserve Officials Remarks] Interest Rate Cuts May Not Be Implemented This Year - Governor Kashkari
● The biggest decline in NY stocks this year, interest rate cuts, and risk aversion is spreading
● Governor Ueda will consider raising interest rates if the accuracy to achieve the 2% target is further enhanced
● North Sea Brent crude oil has risen to the 90 dollar range, since October last year - due to geopolitical risks
● Amazon's Expanding Cash, Voices of Expectations for Shareholder Returns - Stocks Approaching Highs
● Tesla rises and production of right-hand drive cars for export to India begins at German plant
ー MooMoo News Mark
Market Overview
In the US stock market on the 4th, the NY Dow Jones Industrial Average continued to fall for 4 days to 38,596 dollars 98 cents, which is 530 dollars 16 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 228.376 points to 10,6049.082. The Tokyo stock market on the 5th had a big selling advantage, mainly for large stocks, and the Nikkei Stock Average was big...
● [Tokyo Stock Exchange Rate Forecast Range] 39,000 yen - 39,500 yen (4-day closing price 39,773 yen 14 sen)
● [Federal Reserve Officials Remarks] Interest Rate Cuts May Not Be Implemented This Year - Governor Kashkari
● The biggest decline in NY stocks this year, interest rate cuts, and risk aversion is spreading
● Governor Ueda will consider raising interest rates if the accuracy to achieve the 2% target is further enhanced
● North Sea Brent crude oil has risen to the 90 dollar range, since October last year - due to geopolitical risks
● Amazon's Expanding Cash, Voices of Expectations for Shareholder Returns - Stocks Approaching Highs
● Tesla rises and production of right-hand drive cars for export to India begins at German plant
ー MooMoo News Mark
Market Overview
In the US stock market on the 4th, the NY Dow Jones Industrial Average continued to fall for 4 days to 38,596 dollars 98 cents, which is 530 dollars 16 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 228.376 points to 10,6049.082. The Tokyo stock market on the 5th had a big selling advantage, mainly for large stocks, and the Nikkei Stock Average was big...
Translated
![[Morning Report] Federal Reserve Officials “Possibly Not Cut Interest Rates,” Governor Ueda Mentions “Considering Additional Interest Rate Hikes,” Expectations of Return to Amazon's Expanding Cash](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240405/2bd437a12912abf212433835cbb5b7a5.png/thumb?area=105&is_public=true)
![[Morning Report] Federal Reserve Officials “Possibly Not Cut Interest Rates,” Governor Ueda Mentions “Considering Additional Interest Rate Hikes,” Expectations of Return to Amazon's Expanding Cash](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240405/60f4be849e16fc764863e21c2a6c101d.png/thumb?area=105&is_public=true)
![[Morning Report] Federal Reserve Officials “Possibly Not Cut Interest Rates,” Governor Ueda Mentions “Considering Additional Interest Rate Hikes,” Expectations of Return to Amazon's Expanding Cash](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240405/1712272575257-f9e99e0547.png/thumb?area=105&is_public=true)
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赤い稲妻
commented on
$USD/JPY (USDJPY.FX)$ Bank of Japan members are unlikely to intervene in the exchange rate on their own. There is no need to act when the Federal Reserve is expected to lower interest rates three times a year. Wouldn't it be better to wait and see when the USD/JPY moves? Experts may understand this discussion, but it's strange that I haven't heard about it on YouTube.
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赤い稲妻
liked
conclusions
Software intelligence companies $Palantir (PLTR.US)$ It currently appears to be grossly undervalued when considering its underlying growth and strong free cash flow.It might be worth at least 30% or more.
Palantia's value is rooted in its strong growth. The company reported on 2/5 that sales for the fourth quarter of 2023 increased 20% compared to the same period last year, and also increased 9% compared to the previous quarter.
Furthermore, the company showed strong growth in 2023, up 17% year over year. As can be seen in the graph below, Palantir has continued to experience good growth.
Measuring
Analysts expect sales to increase significantly in the future. For example, according to the average forecast of analysts surveyed, sales in 2024 will increase 20.40% from $2.23 billion in 2023 2.68 billion dollarsIt has been shown to grow into
Also, sales in 2025 were 32...
Software intelligence companies $Palantir (PLTR.US)$ It currently appears to be grossly undervalued when considering its underlying growth and strong free cash flow.It might be worth at least 30% or more.
Palantia's value is rooted in its strong growth. The company reported on 2/5 that sales for the fourth quarter of 2023 increased 20% compared to the same period last year, and also increased 9% compared to the previous quarter.
Furthermore, the company showed strong growth in 2023, up 17% year over year. As can be seen in the graph below, Palantir has continued to experience good growth.
Measuring
Analysts expect sales to increase significantly in the future. For example, according to the average forecast of analysts surveyed, sales in 2024 will increase 20.40% from $2.23 billion in 2023 2.68 billion dollarsIt has been shown to grow into
Also, sales in 2025 were 32...
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赤い稲妻
commented on
The result of 3/21 (Thu) is $172.82 (-1.62%) ⤵️
It was positive before the market, but it was sold after the market started and eventually closed at -1.62% compared to the previous day. At the FOMC in March, the Fed maintained a policy of cutting interest rates three times a year, and the 2024 GDP was also drastically revised upward, so expectations for a soft landing are growing in the market.
As expected by the market, if interest rate cuts are implemented from June, automobile & EV brands, including Tesla, should be bought out of expectations for a recovery in performance. There is a high possibility that positive events will occur for Tesla around June, such as drastic improvements to FSD and the announcement of a new roadster.
The results announced in April are likely to fall short of expectations, but the toughest phase for Tesla is until April, and I think performance and stock prices will recover from there.
First of all, I would like Tesla to do its best to increase the number of units sold this month even slightly, even in the sense of weakening the negative impact of the Q1 financial results.
$Tesla (TSLA.US)$
It was positive before the market, but it was sold after the market started and eventually closed at -1.62% compared to the previous day. At the FOMC in March, the Fed maintained a policy of cutting interest rates three times a year, and the 2024 GDP was also drastically revised upward, so expectations for a soft landing are growing in the market.
As expected by the market, if interest rate cuts are implemented from June, automobile & EV brands, including Tesla, should be bought out of expectations for a recovery in performance. There is a high possibility that positive events will occur for Tesla around June, such as drastic improvements to FSD and the announcement of a new roadster.
The results announced in April are likely to fall short of expectations, but the toughest phase for Tesla is until April, and I think performance and stock prices will recover from there.
First of all, I would like Tesla to do its best to increase the number of units sold this month even slightly, even in the sense of weakening the negative impact of the Q1 financial results.
$Tesla (TSLA.US)$
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赤い稲妻
commented on
$Taiwan Semiconductor (TSM.US)$
Taiwan has a track record and expectations, but the stock price isn't growing at all, so the balance is bad ~
Taiwan has a track record and expectations, but the stock price isn't growing at all, so the balance is bad ~
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赤い稲妻
commented on and voted
If you don't mind, I would appreciate it if you could comment on the reason
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