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182076928鬼平 Male ID: 182076928
投資コンサルタント  燃料商社に強い
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    182076928鬼平 Set a live reminder
    $Netflix(NFLX.US)$ A financial results briefing for the 2nd quarter of 2024 is scheduled to be held at 5:45 a.m. on 2024/7/19 (Friday) 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.
    Translated
    Netflix 2024 Q2 financial results briefing (subtitle translation)
    Jul 18 15:45
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    182076928鬼平 liked and commented on
    $Tesla(TSLA.US)$
    Individual investors like NVIDIA only buy AI-related stocks, but since institutions manage portfolios of many stocks, stocks such as Ai-related Tesla are sold and energy stocks that are defending stocks are bought for risk hedging before the economic change, so instead of investing with NVIDIA or Tesla alone, AI-related stocks have begun to fall, and energy stock prices have begun to rise, so some profits and cash are being secured If you don't have the viewpoint that you must increase your ownership ratio and refrain from investing, you will leave the market. If you look at the comedy section of AI-related brands like NVIDIA and Tesla, it's too single cell and it's too bad. I think this rise in stock prices will also run until before the presidential election, so if you don't keep in mind that Tesla is the strongest shareholders' general meeting, they don't only do business on the upper side, and they blindly trust Kamuei, greedy pigs like Tesla Bull believers, will be roasted whole.
    There are no stocks that continue to rise in this world, when they are going up, look up to the sky, down...
    Translated
    sector rotation. Institutions always sell AI-related stocks before the presidential election. Let's expect stocks to rise after the presidential election based on past cases.
    2
    $Tesla(TSLA.US)$
    Tesla's robo-taxis don't matter anymore, and after being elected, President Trump will surely take tax measures to support Tesla, and it will surely be a tailwind. Since Elon is providing large sums of money to Trump's political groups, there will always be benefits after being elected. If you buy more before the presidential election, now is your only chance. The best place to buy is between 210 and 230. However, since it has been confirmed that Trump will become president, Tesla will not easily fall below $200 anymore. Expectations alone will surpass $300 next year. As you can see from the explosive growth in approval ratings after the attempted assassination of President Reagan, Trump will become president... if there is no injustice or assassination. However, there are absolutely no stocks, so please invest with surplus funds. I'm glad Elon Musk was born in America and led Tesla, SpaceX, and Starlink, which are the number one EV businesses in the world. I'm honored to be born in the same era as Elon Musk. And I'm thrilled to be able to see the future of Tesla with all of you...
    Translated
    Currently, capital gains for Japanese stocks and US stocks of the 3 securities company accounts have been maintained at 25%, and assets under management have increased to about 1.2 million yen, unrealized gains of 9.1 million yen, and dividends of 0.75 million yen. As diversified investments in the true sense of the word, gold, Ethereum (virtual currency), stocks, and short-term US bonds have separate management gains greater than stocks. The results are still in the middle of the fiscal year, but the US stock management ratio was increased from the beginning of the year, and the depreciation effect of the yen contributed a synergistic effect with stock appreciation similar to last year. Labor income has been exceeded in half a year, and from now on, profits are determined in consideration of tax measures, the cash ratio between yen and dollar in the investment fund portfolio has been increased to 30% in preparation for opportunities, and it is also preparing for the investment sector shift of the 3rd petroleum revolution due to policy changes in the presidential election and bargain sales waiting for a sharp decline opportunity. By the end of the year or spring of next year, it will become a reality if the amount of investment assets under management is not even a dream, and acceleration will increase, and it seems that it will become a virtuous cycle. If it becomes the 9 o'clock digit, I would like to further raise and stabilize the double compound interest income investment ratio while aiming for capital gains such as long-term continuous dividend increases in NISA, high-yield dividend stocks, etc. The 3% dividend when the stock price is low is 4 times the stock price, and if dividends are increased and compound interest is managed, the real dividend yield on the investment amount will be ten% in NISA...
    Translated
    $Taiwan Semiconductor(TSM.US)$ofStrong performancethat's it. Sales for June, which were announced on 7/10, increased by 32.9% compared to the same month last year, and hit a record high in the same month.In April-6, sales increased 40% from the same period last year, which greatly exceeded market expectations of 35.5% increase. What is the strong performance of TSMC, the world's largest foundry (semiconductor contract manufacturing) companyIt simply suggests that the AI investment boom continuesI'll do it.
    Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
    1) The business of major customers ordering from TSMC is strong
    2) Not only TSMC but also its major suppliers are doing well
    So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...
    Translated
    TSMC is doing great with the AI boom! Check out the leading brands in Japan and the US from our major customers and suppliers!
    TSMC is doing great with the AI boom! Check out the leading brands in Japan and the US from our major customers and suppliers!
    TSMC is doing great with the AI boom! Check out the leading brands in Japan and the US from our major customers and suppliers!
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    Today on the 12th, first of all, the SQ value is 41,531 yen.
    The NASDAQ fell close to 2% due to the US CPI, and it was impossible to predict that it would move this far. The CPI itself was better than expected, and interest rates dropped, so I thought it would pass safely.
    And if the Ministry of Finance intervened in the exchange rate, I could only think that they were kidding.
    I think it was in line with interest rate movements from CPI, but the Japanese market was the night before SQ, and I think it would be terrible no matter how much it had nothing to do with it.
    I can't help but complain that it's worse than in the Trump era lol and it's an SQ value attack and defense, but the 5MA is still improving. If this goes down, it will be a short sign, so be prepared.
    Translated
    7/12 Featured Charts
    1
    Hello Moomoo users!Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.
    ●The Nikkei Stock Average closed at 41190.68 yen, 1033.34 yen lower than the previous business day
    ● Government to revise growth rate slightly downward to around 1% in fiscal year 24 = related sources
    ●Exchange Intervention Observation Market Emergency Questionnaire “The depreciation of the yen is already in its 9th place”
    ● Correction expectations for excessive yen depreciation due to “yen appreciation merit” stocks such as NITORI HD being bought
    ● Real estate stocks such as Sumitomo no longer have the highest rate of increase by industry, and cash shifts due to receding concerns about rising interest rates ◇
    ● Rapid growth in freebies and covers, unwind large stock rallies to fund growth stocks ◇
    ● Attention to the handle: $Nitori Holdings(9843.JP)$ $Kobe Bussan(3038.JP)$ $SoftBank Group(9984.JP)$ $Fast Retailing(9983.JP)$ $Seven & i Holdings(3382.JP)$,...
    Translated
    Tokyo Market Summary: Nikkei average over 1000 yen depreciation, yen appreciation, and US tech stock depreciation double punch
    Tokyo Market Summary: Nikkei average over 1000 yen depreciation, yen appreciation, and US tech stock depreciation double punch
    2
    Tug-of-war, high price alert and foresight are tug-of-war, and it is necessary to keep an eye on the US economy = Tokyo stock market next week
    2024/7/12 4:07 PM GMT+9 (some excerpts)
    A clash is expected in the Tokyo stock market next week. While the sense of caution that it is in the record high price range is smoldering through the recent rapid rise, there is also a strong sense of supremacy due to speculation about the good performance of domestic companies, and it seems like it will be a tug-of-war. In the United States, where stock prices are also in the high price range, factoring in September interest rate cuts is progressing, but now it is necessary to keep an eye on the economy. Through indicators such as rice retail sales (16th), etc., it will be confirmed whether excessive weakness is seen in the economy.  
    The forecast range for the Nikkei Average is 40,800 yen to 41,800 yen.
    Translated