$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
最近のAIの進展、特に生成AIの普及で、高性能な計算が求められて、半導体の需要が一気に増えてるんだ。生成AIって大量のデータ処理が必要だから、やっぱり高度な半導体が欠かせないよね。エヌビディアが大きな業績改善といい予想を発表すれば、このETFは数日で10％上昇するだろう。
諦めないで、安い時に買って、高い時に売って、また安くなったら買い戻すっていうのをやってるけど、時々うまくいかないこともある。でも全体的に見ると、半導体はどんどん進化していくし、古いチップは交換が必要だから、この市場はどんな企業でも成長し続けると思うよ。SOXLはこれまでに素晴らしいリターンをもたらしてきたしね。

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Until now, I've consistently said that the recession is too early to worry about, and that it's too much to put in, what we have to think about from the current economic dataretail salesConsumption behavior in the US is strong as before due to a significant increase, and the financial results of Walmart, a major US retail company announced before today's market, are also excellent, and guidance has also been raised, which suggests the possibility that the economy has already bottomed out and is moving towards recovery,Number of Unemployment Insurance ApplicationsIt fell short of expectations for 2 consecutive weeks, and the possibility that the rise in the unemployment rate was also a temporary factor such as bad weather is increasing
Concerns about a recession have been quickly dispelled even when the indicators are checked; when we recognize a recession, stock prices have bottomed out first and are already in a recovery period, and if news starts circulating in the future that there is a recession now, it will be a story that no landing has been achieved, so to speak
Of course, we will continue to think based on economic data, corporate financial results, and indicators...

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
If you are predicting a drop of more than 30% from the average of the previous major declines, which are expected to occur from the high point that is said to happen about once a year, it means that there is still more than 20% room for further decline from here. Do you all think that this will happen based on the comprehensive judgment of the current economic data and corporate earnings in the United States?
If despite the tremendous increase since the beginning of the year, the index stabilizes and reverses at around -10%, I judge that it means the continuation of a bullish market. It is also a situation where various indicators, personal data, and knowledge are combined to test individual rational judgments, so I think it is good to observe the market movement and determine whether it is an opportunity or a crisis. I think those who are watching can understand which perspective I hold. It may be a common sense story that is not even worth mentioning as a reference, but please face it without adopting an overly extreme way of thinking.

$Super Micro Computer (SMCI.US)$
一株利益が予想に届かなかったとしても前年同期比140%の売上で物足りないって異常な気がする。
PER40倍程度の銘柄に対して。

$Super Micro Computer (SMCI.US)$
マーケットはこの会社潰す気か？これからの時代に必要な会社です。20%マイナスは常軌を逸している。

$Super Micro Computer (SMCI.US)$
In the first place, it was sold thoroughly because profit margins were too bad in the previous financial results, yet analysts who raised target stock prices before the root of their tongue dried up appeared. It's strange to think about it normally.

$Super Micro Computer (SMCI.US)$
Analysts who set unattainable target stock prices and easily downgrade ratings and target stock prices when they determine that earnings are poor are just what?

$NVIDIA (NVDA.US)$
If you buy on a strong day outside of regular trading hours, you may suffer (according to those who have experienced it).

$Super Micro Computer (SMCI.US)$ The sales and profits for the fourth quarter of fiscal year 2024 announced by fell below analyst's financial estimates, but the sales guidance for fiscal year 2025 significantly exceeded Wall Street's estimates by several billion dollars, causing the stock price to drop more than 10% in after-hours trading.
According to the financial results, Super Micro Computer's fourth quarter revenue was $5.310 billion, a 143.6% increase from the same period last year, but it fell short of the market expectation of $5.320 billion. Net profit was $0.353 billion (compared to $0.194 billion in the same period last year), and adjusted earnings per share were $6.25, below Super Micro's previous forecast and the average analyst estimate of $8.25.
The operating cash flow for the fourth quarter of fiscal year 2024 was $0.635 billion, with capital expenditures totaling $27 million.
Revenue for the fiscal year ending on June 30, 2025 is expected to range between $26 billion and $30 billion. The average analyst estimate is $23.6 billion.
The stock price of Super Microcomputers fell more than 13% after Tuesday's trading, announcing that the fourth-quarter results fell short of expectations and announced a stock split of 1:10 starting October 1st.

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
N broke through 102 resistance
Tonight, break through 105.06, break through 106.55, and maintain
If it rises, you can keep pushing up to 112.91
The current maximum target value is 125.62
If it falls below 100, there may be a high possibility that it will fall to 88.52
Tonight's predictions ②🧐