181338057犬心久美子
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Looking back on last week
“The market price is one happy and one bad due to the words and actions of former US President Trump”
Last week's $Nikkei 225(.N225.JP$It depreciated by 1126.89 yen (-2.74%) to 40063.79 yen on a weekly basis. Since former US President Trump's ability to speak out increased in the wake of the shooting incident, Trump rallies progressed in the US stock market, and one corner of defense-related stocks became dominant in the Tokyo market. However, on the afternoon of the 17th, when news broke that the Biden administration was “considering the strictest measures in semiconductor regulations against China and warning allies,” it was named $Tokyo Electron(8035.JP$Focusing on $Advantest(6857.JP$、 $SUMCO(3436.JP$、 $Lasertec(6920.JP$Semiconductor stocks generally plummeted, etc. While semiconductor stocks and tech stocks around the world plummeted, the appreciation of the yen and depreciation of the dollar accelerated to the first half of the 155 yen range of 1 dollar since former US President Trump “criticized the depreciation of the yen and the appreciation of the dollar” in the exchange market. Over the weekend, there was also a scene where the Nikkei Average fell below 40,000 yen due to the effects of the decline in the NY Dow and NASDAQ.
This week's outlook
「...
“The market price is one happy and one bad due to the words and actions of former US President Trump”
Last week's $Nikkei 225(.N225.JP$It depreciated by 1126.89 yen (-2.74%) to 40063.79 yen on a weekly basis. Since former US President Trump's ability to speak out increased in the wake of the shooting incident, Trump rallies progressed in the US stock market, and one corner of defense-related stocks became dominant in the Tokyo market. However, on the afternoon of the 17th, when news broke that the Biden administration was “considering the strictest measures in semiconductor regulations against China and warning allies,” it was named $Tokyo Electron(8035.JP$Focusing on $Advantest(6857.JP$、 $SUMCO(3436.JP$、 $Lasertec(6920.JP$Semiconductor stocks generally plummeted, etc. While semiconductor stocks and tech stocks around the world plummeted, the appreciation of the yen and depreciation of the dollar accelerated to the first half of the 155 yen range of 1 dollar since former US President Trump “criticized the depreciation of the yen and the appreciation of the dollar” in the exchange market. Over the weekend, there was also a scene where the Nikkei Average fell below 40,000 yen due to the effects of the decline in the NY Dow and NASDAQ.
This week's outlook
「...
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181338057犬心久美子
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181338057犬心久美子
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It's not a big deal to look like Powell
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Shooting incident further strengthens “Trump-related deals”It looks like they did. According to Polymarket, the probability that Mr. Trump will win the November election rose by about 10 points in the wake of the mass shooting and reached 70%. Meanwhile, the probability that rival Mr. Biden will win fell further and was 18%. The so-called “Trump deal” seems to gain even more momentum.
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The “Trump Trade” has been rekindled! Who will be the winning team in the Trump market?
The “Trump Trade” is coming sooner than expected and in a less volatile formIt looks like they did. Based on the current presidential election trends,The most likely scenario is that Mr. Trump is elected president and the Republican Party controls both the upper and lower chambers. Trump is”Tariff hikes, income tax cuts, and stricter immigration policiesImplementing” is good for US earnings, but there is a possibility that inflation will be re-induced, and there is a high possibility that US bond yields and the dollar will remain high. According to Bloomberg,USD、Bitcoin、gold、US stocks (especially defensive stocks, traditional energy stocks)It is said that attention should be paid to these four major assets.
“Trump Trade”'s...
The “Trump Trade” is coming sooner than expected and in a less volatile formIt looks like they did. Based on the current presidential election trends,The most likely scenario is that Mr. Trump is elected president and the Republican Party controls both the upper and lower chambers. Trump is”Tariff hikes, income tax cuts, and stricter immigration policiesImplementing” is good for US earnings, but there is a possibility that inflation will be re-induced, and there is a high possibility that US bond yields and the dollar will remain high. According to Bloomberg,USD、Bitcoin、gold、US stocks (especially defensive stocks, traditional energy stocks)It is said that attention should be paid to these four major assets.
“Trump Trade”'s...
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181338057犬心久美子
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$Tesla(TSLA.US$ A financial results briefing for the 2nd quarter of 2024 is scheduled to be held at 6:30 a.m. on 2024/7/24 (Wednesday) Japan time. This briefing sessionIn subtitle translation formatIt will be distributed. If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been 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. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been 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. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
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181338057犬心久美子
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$Direxion Daily TSLA Bull 2X Shares(TSLL.US$
People who can prepare for a steady decline can win in stocks![]()
Trump ♠️ dollar appreciation correction statement ➕ and 🇯🇵 intervention is falling![]()
Today's super deals on purchases in Japanese yen![]()
There is a high possibility that Tesla Bull will become number one in the future![]()
Elon Musk 🎭 does everything![]()
The timing of the announcement, when all the gears ⚙️ mesh...![]()
I will wake up![]()
We will increase the number of tickets steadily during the decline and ride that wave![]()
It's easy![]()
This is a big chance to secure the number of tickets![]()
People who can act during a decline are profitable![]()
You'll be able to get a return amnesty![]()
This isn't the time to sell in dismay![]()
this isn't the time to run away![]()
It's not even a time to hold your finger and look![]()
I'm only telling you that Tesla Bull will awaken around 2030![]()
Because Kamui's target 🎯 rate is extremely high![]()
![]()
![]()
Please see past posts![]()
Also, the notebook can also be viewed only by the people you follow, so please take a look![]()
People who can prepare for a steady decline can win in stocks
Trump ♠️ dollar appreciation correction statement ➕ and 🇯🇵 intervention is falling
There is a high possibility that Tesla Bull will become number one in the future
Elon Musk 🎭 does everything
We will increase the number of tickets steadily during the decline and ride that wave
This is a big chance to secure the number of tickets
People who can act during a decline are profitable
You'll be able to get a return amnesty
This isn't the time to sell in dismay
this isn't the time to run away
It's not even a time to hold your finger and look
I'm only telling you that Tesla Bull will awaken around 2030
Because Kamui's target 🎯 rate is extremely high
Also, the notebook can also be viewed only by the people you follow, so please take a look
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I wonder how many times this has happened ❓
That's why the decline was so severe that I burst into tears 😭.
Certainly, I know that sector rotation is in full swing.
If you want to make adjustments, that's fine too.
However, there are too many securities sales. I'm sure they have a lot of deep thoughts. ⛰️ The higher it is, the deeper the valley is, and even deeper ⤵️
NVIDEA and ASML go to Biden
Strict conditions have been placed on exports to the Chinese market.
It was sold yesterday to the extent that related Japanese semiconductor companies also stood on the other side 😭
I wonder if TEC has no choice but to keep quiet and just wait to recover for the time being.![]()
That's why the decline was so severe that I burst into tears 😭.
Certainly, I know that sector rotation is in full swing.
If you want to make adjustments, that's fine too.
However, there are too many securities sales. I'm sure they have a lot of deep thoughts. ⛰️ The higher it is, the deeper the valley is, and even deeper ⤵️
NVIDEA and ASML go to Biden
Strict conditions have been placed on exports to the Chinese market.
It was sold yesterday to the extent that related Japanese semiconductor companies also stood on the other side 😭
I wonder if TEC has no choice but to keep quiet and just wait to recover for the time being.
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Overall holdings
️ I have to review my portfolio
don't buy in the fall because it's easy to get into an adjustment phase ![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
, aren't they?
everyone who liked it 
is now better than the market
I feel thank you for your hard work.
181338057犬心久美子
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$Taiwan Semiconductor(TSM.US$
My new Nisa status is full with iFreeNext NASDAQ100, and my growth quota is full at TSMC. Now what do we do with the new Nisa that will be revived in 2025 next year? Furthermore, if the IPO stock Astella Labs (ALAB), which is currently explosively losing money by shifting TSMC with a specific quota to a growth quota, is greedy and entering an upward trend even a little after the next settlement, the 2025 growth quota will be full with ALAB, and this is my own investment strategy. 🧟
Please don't trust the following soliloquy. MU has repeatedly split (split) 3 times until now, and the current stock price is 1,310 dollars. If ALAB's 60 is applied to MU's 1310, the stock price is 22 times ❓ of course it doesn't work that well. However, the IPO semiconductor brands that I have feelings for have an opportunity to win because they have left even more growth potential even after achieving Tenbagger.
The short ALAB burns when I buy it now, and this is when it entered an upward trend from the stock price of 90. Popularity probably hasn't declined. It's like selling unlocked unlocked...
My new Nisa status is full with iFreeNext NASDAQ100, and my growth quota is full at TSMC. Now what do we do with the new Nisa that will be revived in 2025 next year? Furthermore, if the IPO stock Astella Labs (ALAB), which is currently explosively losing money by shifting TSMC with a specific quota to a growth quota, is greedy and entering an upward trend even a little after the next settlement, the 2025 growth quota will be full with ALAB, and this is my own investment strategy. 🧟
Please don't trust the following soliloquy. MU has repeatedly split (split) 3 times until now, and the current stock price is 1,310 dollars. If ALAB's 60 is applied to MU's 1310, the stock price is 22 times ❓ of course it doesn't work that well. However, the IPO semiconductor brands that I have feelings for have an opportunity to win because they have left even more growth potential even after achieving Tenbagger.
The short ALAB burns when I buy it now, and this is when it entered an upward trend from the stock price of 90. Popularity probably hasn't declined. It's like selling unlocked unlocked...
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$NVIDIA(NVDA.US$ Anyway, let's be patient and wait. There are always good things!
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181338057犬心久美子 : Looking ahead is important, but it's not about running ahead
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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The military is the last resort. A deal stance with a sense of mercantile spirit. It's just... complaining about cicadas is making too much money 
️ ~ you should pay 
️![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
by all means AI, semiconductor-related
when this declines
Because I messed up the world.
TEC related Fist of Love 
middle class, workers, combustible fuels, cryptocurrencies,
○ Tariffs will also be applied to the country, such as even heavier tariffs, strengthened border walls, immigration and refugee issues, etc.
That's more than Taiwanese words of protection
TRUMP
I want you to show understanding
It's extreme, it's not going around the economy.
Security enhancements are also being searched
I feel like it's temporary.
Elon Musk too when it comes to C Strike
Angry Heart
Grandpa Ume is in retirement, huh?
Hey Harris... I wonder if she accomplished some kind of feat
TRUMP
181338057犬心久美子 : Thank you to everyone who liked it