シャケちゃ
liked
$NVIDIA (NVDA.US)$ I don't think it's a bad financial result. It may take time, but I think it will rise over the long term. We may not expect such explosive growth as before, though. Rather $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ I think there is a high risk that stocks such as, which had been raised by applying leverage ahead of expectations, will be greatly affected as the boom is passing by. In fact, there are many companies with poor prospects among the constituent stocks. I've been commenting until now, but I don't think there's any merit in daring to dabble in something like this instead of NVIDIA now.
Nonetheless, I'm also in a form close to contrarian $Direxion Daily S&P Biotech Bull 3x Shares ETF (LABU.US)$ I tried my hand at it and it's been done a bit. Biotechnology does not involve performance, but it tends to rise ahead of expectations, and currently there are many stocks with unusually low percentages due to high interest rates, so interest rates are falling...
Nonetheless, I'm also in a form close to contrarian $Direxion Daily S&P Biotech Bull 3x Shares ETF (LABU.US)$ I tried my hand at it and it's been done a bit. Biotechnology does not involve performance, but it tends to rise ahead of expectations, and currently there are many stocks with unusually low percentages due to high interest rates, so interest rates are falling...
Translated
42
シャケちゃ
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ Only NVDA is currently above the resistance line in the SOX index.
Other semiconductor stocks are not showing any excitement at all, right?
If you understand this meaning, I can confidently say it is wise to watch NVDA's earnings without taking any positions.
Other semiconductor stocks are not showing any excitement at all, right?
If you understand this meaning, I can confidently say it is wise to watch NVDA's earnings without taking any positions.
Translated
23
3
$NVIDIA (NVDA.US)$
It's a battle between $140 and $150.
I wonder who will win?
I'll be watching from the sidelines with no positions, haha.
It's a battle between $140 and $150.
I wonder who will win?
I'll be watching from the sidelines with no positions, haha.
Translated
14
$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ It seems like the chart is starting to show an edge to buy.
There doesn't seem to be any individual stocks I want to buy now, maybe it's okay to hold TMF for a few months.
There doesn't seem to be any individual stocks I want to buy now, maybe it's okay to hold TMF for a few months.
Translated
5
1
I mainly focus on futures with greater leverage rather than credit.
Translated
2
シャケちゃ
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ プレで上昇しておりますが寄り天井or下げる為の一時的な反発になると思われます
現在の大局は下目線です!!
本日の上昇に騙されないようにしてください。
SOX指数は週足、月足MACDがDCし下落に拍車が掛かります。
SOXLを持っている方はポジションを減らして下で買い直しましょう
私の予想通りSOXSを持っておられる方はこれから爆益期待できますので買い増しも検討しても良いと思います。
本日上昇すれば私はSOXSを買い増しします。
それでは本日もよろしくお願いします
現在の大局は下目線です!!
本日の上昇に騙されないようにしてください。
SOX指数は週足、月足MACDがDCし下落に拍車が掛かります。
SOXLを持っている方はポジションを減らして下で買い直しましょう
私の予想通りSOXSを持っておられる方はこれから爆益期待できますので買い増しも検討しても良いと思います。
本日上昇すれば私はSOXSを買い増しします。
それでは本日もよろしくお願いします
13
6
シャケちゃ
liked
$NVIDIA (NVDA.US)$After achieving tremendous success, it is also important to take a break!
Stanley Druckenmiller, a wealthy and renowned investor, is famous for managing funds under George Soros for over 10 years. In the well-known "Pound Crisis," Soros believed that the pound was overvalued in the foreign exchange market, sold large amounts of pounds, waited for the pound to depreciate, and then bought back pounds at a lower price, executing trades that earned him the nickname "The man who broke the Bank of England."
As a result of this massive pound collapse,Quantum Fund, led by Quantum Corp., made a profit of 1 to 2 billion dollars.It is said that this strategy was advised to Mr. Soros by Stanley Druckenmiller, who was then the operational manager of Mr. Soros's fund. Druckenmiller's presence was behind Mr. Soros's significant profit from selling pounds.
Mr. Druckenmiller is currently managing the operations of the Duquesne Family Office, a family office. On August 14, Duquesne announced that it was selling rights etc.
Stanley Druckenmiller, a wealthy and renowned investor, is famous for managing funds under George Soros for over 10 years. In the well-known "Pound Crisis," Soros believed that the pound was overvalued in the foreign exchange market, sold large amounts of pounds, waited for the pound to depreciate, and then bought back pounds at a lower price, executing trades that earned him the nickname "The man who broke the Bank of England."
As a result of this massive pound collapse,Quantum Fund, led by Quantum Corp., made a profit of 1 to 2 billion dollars.It is said that this strategy was advised to Mr. Soros by Stanley Druckenmiller, who was then the operational manager of Mr. Soros's fund. Druckenmiller's presence was behind Mr. Soros's significant profit from selling pounds.
Mr. Druckenmiller is currently managing the operations of the Duquesne Family Office, a family office. On August 14, Duquesne announced that it was selling rights etc.
Translated
+1
56
1
シャケちゃ
liked and commented on
$Crude Oil Futures(JAN5) (CLmain.US)$
A few days ago, I was thinking that with the rise in copper prices and the increase in oil prices due to geopolitical risks, "Is inflation going to reignite again?" At the same time, the economic stimulus measures in China were well received. I felt that if China's economy recovered and started gulping down copper and oil seriously, it would become uncontrollable.
On the other hand, I have started to feel that the rise in oil prices due to the conflict between Israel and Iran may not last long. The reason is simple, the same thing happened in April. Since the two countries do not share a border, it is unlikely to escalate into a full-scale war. And just like in April, I believe Iran does not really want to go to war.
The rise in copper prices that began in September seems to be losing steam this week. While it cannot be concluded that the price increase is over, I feel that the tension has eased.
With the above, it can be said that the risk of inflation reigniting is not that high, almost a wishful financial estimates ^ ^; However, Israel has attacked Iran's nuclear facilities...
A few days ago, I was thinking that with the rise in copper prices and the increase in oil prices due to geopolitical risks, "Is inflation going to reignite again?" At the same time, the economic stimulus measures in China were well received. I felt that if China's economy recovered and started gulping down copper and oil seriously, it would become uncontrollable.
On the other hand, I have started to feel that the rise in oil prices due to the conflict between Israel and Iran may not last long. The reason is simple, the same thing happened in April. Since the two countries do not share a border, it is unlikely to escalate into a full-scale war. And just like in April, I believe Iran does not really want to go to war.
The rise in copper prices that began in September seems to be losing steam this week. While it cannot be concluded that the price increase is over, I feel that the tension has eased.
With the above, it can be said that the risk of inflation reigniting is not that high, almost a wishful financial estimates ^ ^; However, Israel has attacked Iran's nuclear facilities...
Translated
10
3
シャケちゃ
liked
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
The consumer confidence index announced today was quite a poor number. Hmm. As it is a result of statistics, errors are also possible. It may not be necessary to blow a whistle and beat a drum right away to make a big fuss, but it is quite scary that consumer-related figures are declining. I thought about such things.
The consumer confidence index announced today was quite a poor number. Hmm. As it is a result of statistics, errors are also possible. It may not be necessary to blow a whistle and beat a drum right away to make a big fuss, but it is quite scary that consumer-related figures are declining. I thought about such things.
Translated
3
シャケちゃ
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
I talked to semiconductor manufacturing equipment salesperson, as well as company executives from a chemical supply company used in semiconductor manufacturing.
According to the salesperson of the manufacturing equipment, there has been a sharp decrease in orders since the beginning of last month.
The background is still unclear whether Chinese semiconductor manufacturers are not investing in equipment or have become self-sufficient in manufacturing, but it is reported that there has been a significant decrease.
It is reported that now apart from TSMC, there are hardly any others.
Next, regarding the chemical company, there have been no significant changes so far, but the outlook is not very promising for the next 25 years.
I'm not sure to what extent it will impact the stock price, but I will share it just in case.
I talked to semiconductor manufacturing equipment salesperson, as well as company executives from a chemical supply company used in semiconductor manufacturing.
According to the salesperson of the manufacturing equipment, there has been a sharp decrease in orders since the beginning of last month.
The background is still unclear whether Chinese semiconductor manufacturers are not investing in equipment or have become self-sufficient in manufacturing, but it is reported that there has been a significant decrease.
It is reported that now apart from TSMC, there are hardly any others.
Next, regarding the chemical company, there have been no significant changes so far, but the outlook is not very promising for the next 25 years.
I'm not sure to what extent it will impact the stock price, but I will share it just in case.
Translated
23
3