$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Good morning!
N is at 136 sideways, L is at 28
The impact of Trump's tariffs is quite high, and the future of semiconductors and AI is being divided by tariff risks, meow~
There is a possibility that there will be a significant shift towards quantum computers for software and advanced investment.
Regardless, the tariffs will depend on President Trump's actions, but considering the tariffs on Canada in the context of friendly relations, Japan should also expect a considerable impact with high uncertainty and opacity.
The current level of L may remain around the same as last December or even lower.Even if it exceeds 30, 34 might be the highest value in December.
Michael Toomey, Managing Director of Stock Trading at reed's inc, pointed out that the software's outperformance in semiconductors is the "best movement ever." Still, when comparing both performances in a 10-year candlestick chart, it is not that noticeable, suggesting that this trend may continue....

Stock prices of US auto manufacturers fall, concerns of impact from Trump tariffs.
November 27, 2024 3:38 JST (excerpt).
Risks of increased production costs for major vehicle models due to tariff strengthening.
Mexico's President already hints at the possibility of retaliatory tariffs.
On the 26th of the US stock market, the stock prices of auto manufacturers declined. This is due to President-elect Trump's plan to strengthen tariffs on China, Mexico, and Canada, raising concerns about overall industry cost increases.
On the 25th, Mr. Trump announced imposing an additional 10% tariff on imports from China, and a 25% tariff on Mexico and Canada. If implemented, it would directly impact the global supply chain of the automobile industry. According to the research company GlobalData, last year approximately 2.3 million cars and light trucks were imported from Mexico to the USA.
Under the existing trade agreement known as the United States-Mexico-Canada Agreement (USMCA), the implementation of Mr. Trump's tariff proposal is uncertain. However, there is a concern in the automobile industry that it may lead to an increase in production costs for major models. For consumers, there is a risk of further price increases for already expensive cars.

$Jumia Technologies (JMIA.US)$
JMIA
According to a McKinsey report, the market with the most expansion potential in the next 15 years is not AI, EV, or space, but e-commerce. (First image)
According to the United Nations' estimates, by 2050, Africa will account for a quarter of the world's population (Image 2).
In other words, for Jumia Technologies, the pioneer of African e-commerce, there is not just a 100-fold potential, but even a 1000-fold or 10,000-fold potential.
Currently, we are doing business in 11 countries in Africa, reaching approximately 0.6 billion people, with around 2 million active users. The coverage rate is 0.3%. In other words, most of the market is still untapped.
Despite that, we are still struggling as the number one e-commerce company in Africa.
Due to the impact of currency depreciation, the growth rate may seem slightly sluggish, but we are still holding back rivals and maintaining the number one position.
Current CEO Francis Dufray is a graduate of the prestigious McKinsey.
A movement to support individuals from McKinsey backgrounds, like the elite universities in Japan, is likely to emerge globally.
Elon Musk, who is from South Africa. Starting with Starlink in Africa...

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
N is a troublesome development nya~n
The movement is rebounding from 139.21 to 136
I don't feel like dropping below 135.94, will it break through the swing low and not decline?
If the resistance of Wave 4 forms a diagonal pattern of Wave C, there is also a possibility of a bounce after breaking down aiming for 132/128 in Wave 5.
If it breaks through 139.21, it could reach 144/149, or maybe it will bounce at 135.10.
It's undecided whether it will continue sideways in the 136-137 zone, which is troubling.
Even if it drops to 28, there is a risk of being bounced back at 34.49 even if it breaks through 30, or if it rises, there is a high chance of being bounced back at 38.87.
Both N and L may face a challenging development as we enter December.

SF Federal Reserve President, 'The labor market is becoming balanced' - no desire for deterioration.
November 26, 2024 23:50 JST.
President Daly of the San Francisco Federal Reserve stated that while he does not wish for a deterioration in the labor market, he also indicated the need to lower the inflation rate from its current level.
Mr. Daley stated in a podcast released on the 25th that he does not desire weakness in the labor market. He mentioned that such weakness would be deemed unnecessary in order to reach the Federal Reserve's price stability goal.
"The labor market has become quite balanced," he said, "In order to actually achieve the price stability we have been aiming for, this kind of balance is necessary."
He also pointed out, "Inflation is still above the Fed's target of 2%. Therefore, efforts to lower this need to continue."

The Chamber of Commerce is predicting new export restrictions from the USA to China and communicating this via email.
The Biden administration is preparing new sanctions against China's semiconductor industry. According to an email sent to members of the US Chamber of Commerce, about 200 Chinese semiconductor companies are expected to be added to the new trade restriction list. Furthermore, export restrictions on High Bandwidth Memory (HBM) essential for artificial intelligence development are also being considered.
Details and timing of the sanctions measures
The US Department of Commerce has solidified its policy to announce details of new regulatory measures before the Thanksgiving holiday (November 28). At the core of the regulation is the addition of approximately 200 Chinese semiconductor-related companies to the trade restriction list. US companies will generally be prohibited from exporting specific technologies or products to the companies listed on this list.
Further noteworthy is the additional regulatory package scheduled for December. This package includes export restrictions on high-bandwidth memory (HBM), essential for artificial intelligence (AI) development. HBM is known as an essential component for developing advanced AI systems such as large-scale language models. This regulation is expected to be introduced as part of a broader set of regulations related to artificial intelligence.

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Good evening.
Since it dropped to 135.00 overnight and is hovering at 136, it's time for a reassessment and an early financial estimate for tonight.
It feels like it will bounce back up after dropping to 135, right?
I think there will be an oversold bounce for retesting the micro support levels of 138.20/140.18/141.77.If the micro support levels are surpassed, the downward pressure will be invalidated. Breaking the resistance at 143.95 and then at 149.06 will invalidate the downward pressure, potentially leading to an upward trend towards a Christmas rally.
If 149.06 is breached, the extended target is 152.There might even be a possibility of reaching 164 by Christmas.
If 138.20 is not breached, there is a possibility of a breakdown to the support at 132.07/128.60.
I prefer Kentucky over turkey for Thanksgiving, but it's cold so I'll go with duck.
I will post financial estimates again before the opening.Well then, see you later.

Information BOX: Companies likely to be affected by the tariff policy announced by the next US President Trump
November 26, 2024, 2:30 PM GMT+9
On the 25th, the next US President Trump announced that he will impose a 25% tariff on all imports from Mexico and Canada on his first day in office, and an additional 10% tariff on imports from China. Learn more
メキシコに製造拠点を持つ企業は以下の通り。
＜アジアの自動車メーカー＞
＊ホンダ(7267.T)
メキシコで生産する車の８０％を米国市場に供給。青山真二最高執行責任者（ＣＯＯ）は今月、米国がメキシコからの輸入車に恒久的な関税を課すことになれば、生産移転を考えなければならないと発言した。
*Nissan Motor Co (7201.T)
Having two factories in Mexico, producing Sentra, Versa, and Kicks for the US market. The production volume in Mexico from January to September this year was about 505,000 units. The number of units exported to the US market from this total has not been disclosed.
*Toyota Motor (7203.T)
Their operations in Mexico are relatively small, producing the pickup truck 'Tacoma' at two factories in Mexico. Last year, they produced 230,000 units in the USA.

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Good morning!
Woke up in the morning, looked at En and was surprised, meow~
Can only say that you are in an unpleasant zoneThe current situation seems to be somehow showing resistance.
As long as it stays above the micro resistance of 135.94, I think there is a high chance it will rise towards 144/146/149.
If it falls below 135.94 and breaks through the swing low of 135.38, there is a possibility of falling to 132.07/128.83.
Last night's11/25 Tonight's financial estimates (N) 🧐🤔In the comments section, I responded to Kimihiko's comments with, According to American investors' analysis, there seems to be a possibility of falling to as low as 127 in the worst case.I am expecting a minimum of 132.now realistic
From what I can see, even if there is a breakdown, it will stay at 132, but when I consulted with American analysts, if it falls, it's probabilistically at 132But other investors are split
Position 136 is too bad.If you want to eat turkey on Thanksgiving, raise it and you'll feel happy...

New AI Dominator Nvidia's strategic advantage selected by major hedge funds. 25th November 2024
Amid the recent AI revolution, Palantir Technologies Inc. has garnered attention, with prominent hedge funds significantly selling off its stocks and focusing funds on Nvidia. Citadel Advisors and D.E. Shaw notably reduced their Palantir holdings and increased investments in Nvidia. This shift is due to Nvidia establishing its position as a multifaceted growth tech providing the foundation of AI technology and infrastructure.
Cautious views on Palantir's valuation and Nvidia's impressive 94% revenue increase are influencing investment decisions. The competition between both companies in the AI field has attracted attention from investors and industry as to how it will impact the business environment and technological innovation.
Changes in investment strategy shown by hedge funds and their impact.
Movements of Citadel Advisors and D.E. Shaw go beyond mere portfolio adjustments. Both companies sold Palantir's shares in sizes of 5.1 million shares and 8.7 million shares respectively...