Palantia is ready to skyrocket if it breaks out here.
Since the beginning of the year, it has outperformed the S&P 500 by 50%, forming a strong cup and handle pattern for 3 years.
Please fasten your seat belts everyone 🎢
$Palantir (PLTR.US)$
Since the beginning of the year, it has outperformed the S&P 500 by 50%, forming a strong cup and handle pattern for 3 years.
Please fasten your seat belts everyone 🎢
$Palantir (PLTR.US)$
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It is said that when the long and short interest rate difference changes from negative to positive, that is, when reverse yield is resolved, stock prices fall drastically.
Currently, the reverse yield is close to 0, and I think it is only a matter of time before it is resolved.
And during major crashes such as the IT bubble, the Lehman shock, and the coronavirus shock,The reverse yield was eliminated just before that。
The black shaded part of the table is the part of the big crash, but at least during the period of this tableA crash is coming when 100% reverse yield is eliminated。
The stock market has already begun to decline, but 8/9 is also a seasonally weak period, so it seems necessary to move carefully so as not to leave the market.
Currently, the reverse yield is close to 0, and I think it is only a matter of time before it is resolved.
And during major crashes such as the IT bubble, the Lehman shock, and the coronavirus shock,The reverse yield was eliminated just before that。
The black shaded part of the table is the part of the big crash, but at least during the period of this tableA crash is coming when 100% reverse yield is eliminated。
The stock market has already begun to decline, but 8/9 is also a seasonally weak period, so it seems necessary to move carefully so as not to leave the market.
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It has been reported that shipments of NVIDIA's next-generation Blackwell B200 chips may be delayed for 3 months or more. According to analysts, the shipment volume for the 2025/1 quarter is approximately 32,500 units, and the contribution to earnings is predicted to be 3 billion dollars (9% of total estimated revenue). However, high demand for current Hopper chips continues, and NVIDIA insists that there will be no change in production plans. The expansion of AI investment by major tech companies such as Google and Amazon is also a tailwind. There is also a view that the decline in popularity in the market is limited.
This delay may have an impact on NVIDIA in the short term, but given the rapid growth in the AI market, the long-term impact will be limited. Rather, an attitude that places emphasis on quality control may be viewed positively.
This delay may have an impact on NVIDIA in the short term, but given the rapid growth in the AI market, the long-term impact will be limited. Rather, an attitude that places emphasis on quality control may be viewed positively.
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It became clear on the 3rd that the US investment company Berkshire Hathaway, led by Warren Buffett, halved the number of US Apple shares held in the 2024/4/6 fiscal year. The sale of Apple shares by the company is now the third consecutive quarter. Mr. Buffett once called it one of Berkshire's important assetsThe halving of Apple stock holdings indicates a change in the evaluation of the companyI can say that.
According to the quarterly report for the April-6 fiscal year announced by Berkshire on the 3rd, the holding market value of Apple shares as of the end of June was 84.2 billion dollars (about 12 trillion300 billion yen), a 38% decrease from the end of March. Considering that Apple's stock price rose 23% in the April-6 fiscal year,Approximately 49% of the shares held were sold during this periodIt will happen. Even after the sale, Apple shares account for about 30% of Berkshire's stock investment portfolio.
At the beginning of the week $Apple (AAPL.US)$ A fall in the stock price of is expected![]()
According to the quarterly report for the April-6 fiscal year announced by Berkshire on the 3rd, the holding market value of Apple shares as of the end of June was 84.2 billion dollars (about 12 trillion300 billion yen), a 38% decrease from the end of March. Considering that Apple's stock price rose 23% in the April-6 fiscal year,Approximately 49% of the shares held were sold during this periodIt will happen. Even after the sale, Apple shares account for about 30% of Berkshire's stock investment portfolio.
At the beginning of the week $Apple (AAPL.US)$ A fall in the stock price of is expected
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ You can see “knocking in the three skies” in the Sakata Five Laws.
Knocking in three skies indicates a form of opening a window 3 times in a row during a fall,Indicate a turning point in the marketThis is a common pattern. This is a phenomenon particularly seen in the final phase of credit stocks, and its characteristics are more prominent than spot stocks.
If the downtrend continues over a long period of time, the stock price will continue to update its low while gradually devaluing the upper price. If this situation continues, there is anxiety that the decline will continue further as an investor sentiment, and throw sales will increase as they shift from buying to selling.
By adding additional evidence to this selling pressure, there is a further increase in throw sales, and casual-and-turn sales progress while opening a downward window. There is a full cycle of procuring and selling, and the decline continues until they run out.
However, once the toss and sell go round, the situation completely changes,Switch to a short-term shopping placeIt's possible.
Knocking in three skies indicates a form of opening a window 3 times in a row during a fall,Indicate a turning point in the marketThis is a common pattern. This is a phenomenon particularly seen in the final phase of credit stocks, and its characteristics are more prominent than spot stocks.
If the downtrend continues over a long period of time, the stock price will continue to update its low while gradually devaluing the upper price. If this situation continues, there is anxiety that the decline will continue further as an investor sentiment, and throw sales will increase as they shift from buying to selling.
By adding additional evidence to this selling pressure, there is a further increase in throw sales, and casual-and-turn sales progress while opening a downward window. There is a full cycle of procuring and selling, and the decline continues until they run out.
However, once the toss and sell go round, the situation completely changes,Switch to a short-term shopping placeIt's possible.
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It plummeted until just before extreme greed.
It's a shopping place![]()
It's a shopping place
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1. Keep an eye on interest rates and corporate performance
• Key metrics: The most important things in the market are interest rates and company performance. It is necessary to have a firm grasp of these situations.
• Fed rate cuts: Investors are beginning to worry that the Fed will delay cutting interest rates.
2. Use of technical indicators
• Moving Averages: Focus on the 21-day, 50-day, and 200-day moving averages and predict market movements by referring to technical indicators.
• Market sentiment: Indicators such as the Fear and Greed Index and Fear Index (VIX) can also help.
3. Shifting to the defensive sector
• Defensive sector: Defensive sectors (utilities, real estate, etc.) tend to perform well during economic downturns. Investors are likely to focus on these sectors.
• Asset diversification: Diversification of investments in safe assets is required. Examples include gold and government bonds.
4. Take advantage of market fears
• Action in times of fear: Warren Buffett's advice to buy when the market is fearful and sell when greedy has been suggested.
• Market trends: When investors are fearful, they...
• Key metrics: The most important things in the market are interest rates and company performance. It is necessary to have a firm grasp of these situations.
• Fed rate cuts: Investors are beginning to worry that the Fed will delay cutting interest rates.
2. Use of technical indicators
• Moving Averages: Focus on the 21-day, 50-day, and 200-day moving averages and predict market movements by referring to technical indicators.
• Market sentiment: Indicators such as the Fear and Greed Index and Fear Index (VIX) can also help.
3. Shifting to the defensive sector
• Defensive sector: Defensive sectors (utilities, real estate, etc.) tend to perform well during economic downturns. Investors are likely to focus on these sectors.
• Asset diversification: Diversification of investments in safe assets is required. Examples include gold and government bonds.
4. Take advantage of market fears
• Action in times of fear: Warren Buffett's advice to buy when the market is fearful and sell when greedy has been suggested.
• Market trends: When investors are fearful, they...
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The main reasons why Google (parent company: Alphabet)'s stock price fell due to recent financial results are as follows:
- **Lower than expected ad revenue**: YouTube ad revenue in particular fell short of market expectations, and ad revenue for the second quarter was 8.66 billion dollars, up 13% from the same period last year, which was lower than the market forecast of 8.95 billion dollars
- **Decline in sales of the search advertising business**: Sales of the search advertising business, which is our core business, fell slightly below analysts' expectations, and this had an adverse effect on stock prices
- **Decrease in cost per click**: A 9% drop in the cost per click paid by advertisers is also having an effect
- **Lower than expected ad revenue**: YouTube ad revenue in particular fell short of market expectations, and ad revenue for the second quarter was 8.66 billion dollars, up 13% from the same period last year, which was lower than the market forecast of 8.95 billion dollars
- **Decline in sales of the search advertising business**: Sales of the search advertising business, which is our core business, fell slightly below analysts' expectations, and this had an adverse effect on stock prices
- **Decrease in cost per click**: A 9% drop in the cost per click paid by advertisers is also having an effect
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Tesla has been adopting a strategy to lower vehicle prices since 2022, but it became clear that this strategy did not necessarily result in increased demand. Therefore,From 2024/4/1, we will switch to a new pricing strategy and shift in the direction of raising pricesI did.
#### Relationship with production volume reduction
This change in pricing strategy was announced at the same time as the news that Tesla would cut production at the Giga Shanghai plant. Reduced production and higher prices indicate that Tesla is trying to avoid oversupply conditions and better manage the balance between supply and demand in the market.
#### Relationship between demand and pricing strategy
Tesla's previous strategy to lower prices was aimed at popularizing Tesla cars in the electric vehicle (EV) market and was intended to make Tesla cars more accessible to more consumers. However, the sluggish growth in demand despite lower prices highlighted the fact that simply lowering prices was insufficient to attract new customers.
#### What it means for shareholders
This shift in pricing strategy shows Tesla's emphasis on long-term profitability and brand value...
#### Relationship with production volume reduction
This change in pricing strategy was announced at the same time as the news that Tesla would cut production at the Giga Shanghai plant. Reduced production and higher prices indicate that Tesla is trying to avoid oversupply conditions and better manage the balance between supply and demand in the market.
#### Relationship between demand and pricing strategy
Tesla's previous strategy to lower prices was aimed at popularizing Tesla cars in the electric vehicle (EV) market and was intended to make Tesla cars more accessible to more consumers. However, the sluggish growth in demand despite lower prices highlighted the fact that simply lowering prices was insufficient to attract new customers.
#### What it means for shareholders
This shift in pricing strategy shows Tesla's emphasis on long-term profitability and brand value...
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At a recent developer conference, NVIDIA expressed its intention to transform the heavy industry and automobile industry by utilizing AI technology, and it was clarified that it is developing integrated AI services to Hyundai and Nissan, and that it is implementing autonomous driving technology with BYD. Large-scale driving data has been used as an advantage due to this developmentThere is a possibility that Tesla's superiority will be threatened by similar technology provided by NVIDIA。NVIDIA aims to play a central role like TSMC in the AI fieldThis can be a challenge for companies like Tesla and Apple. There is a risk that NVIDIA's industry standardization efforts related to robot technology will also have an impact on Tesla's similar development efforts. NVIDIA's move to spread AI technology is a serious challenge for Tesla, and Elon Musk's focus on AI is seen as a response to this technology shift. On the other hand, coordination and high product quality have become strengths for Japanese companies, and it can be said that opportunities in a new technological environment are opening up.
$NVIDIA (NVDA.US)$
$Tesla (TSLA.US)$
$NVIDIA (NVDA.US)$
$Tesla (TSLA.US)$
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Mokuroo OP tm_speedstyle371 : Right. It's almost there![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Mokuroo OP tm_speedstyle371 : You've surpassed your nemesis's resistance line so far. Best if you pull while exceeding![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")