moo_ushi's Profile Page - moomoo Community

moo_ushi

ID: 182136055

No profile added yet

Following

Followers

Visitors

Recommended Users

Show funny and hottest content

wrote a column·3 hours ago

Columns V-shaped recovery due to strong performance for semiconductors and AI! There is plenty of room for stock price review! Pay attention to the 3 stocks that were revised upward as early as the 1st quarter [financial results summary]

Financial results for major semiconductor-related brands announced from July to early AugustGrowth for AI-related marketsstands out, making us expect a V-shaped recovery in business performance. The Tokyo stock market was hit by a major crash at the beginning of August, but there is also a rush to buy related stocks. Japan timeAt 5:20 a.m. on 8/29, a major US semiconductor company $NVIDIA (NVDA.US)$Financial results announcement forThere is, and it is expected that not only domestic-related stocks but also the Nikkei Stock Average itself will be affected.7 major semiconductor-related stock companies with high weight (composition ratio) in the Nikkei AverageWe confirmed the financial results points, the current position of stock prices, analysts' views, etc. (Note: Only Lasertech announced 4Q/full year for the fiscal year ending 24/6; others announced 1Q for the fiscal year ending 25/3)
Upward correction as early as 1Q
Sales for generative AI etc. are strong, and as early as the 1Q stage $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$3 companies are Kamigata Osamu...

Translated

V-shaped recovery due to strong performance for semiconductors and AI! There is plenty of room for stock price review! Pay attention to the 3 stocks that were revised upward as early as the 1st quarter [financial results summary]

moo_ushi reacted to

靴磨き

commented on a stock·Jul 31 08:20

$OSE Nikkei 225 Futures(SEP4) (NK225main.JP)$
Why is the shakimono hanging down 😭

Translated

moo_ushi liked

ひろっくす

wrote a post·Jul 24 01:03

moo_ushi liked

FANGNVDATSMAPPLARM

commented on a stock·Jul 17 09:10

$Taiwan Semiconductor (TSM.US)$
take a look at it now... I'll say it to my teacher! That's because they say they've been bullied!

Translated

moo_ushi liked

moomooニュース米国株

wrote a column·Jul 15 18:16

Columns [Morning Report] Bitcoin continues to grow drastically as the possibility that Mr. Trump will return is increasing, and Apple is at a high price since listing

Good morning to all Moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 0.04 million 1000 yen - 0.04 million 1500 yen (12th closing price 0.04 million1190 yen 68 sen)
● Chairman Powell is confident in controlling inflation as the possibility that Mr. Trump will return is increasing
● Sales in India, where Apple and iPhone shipments began to increase in the April-June fiscal year, also reached a record high
●Goldman succeeded in focusing on increasing sales and profits in the April-6 fiscal year
● Super Micro rose to become a stock calculated by the NASDAQ 100 Index
● In anticipation of the return of Mr. Trump, who is buying stronger in virtual currency-related stocks
-MOOMOO NEWS Amelia
Market Overview
The US NY Dow on the 15th of the week rose by 210.82 dollars to 40211.72, the Nasdaq Composite Index rose 74.12 points to 18472.57, and the Chicago Nikkei 225 futures were 41090 yen, 80 yen lower than the Osaka Japan-China ratio. Today's Nikkei Average is expected to clash.
Top news
The possibility that Mr. Trump will return is increasing, Chairman Powell is confident in controlling inflation
Former US President Trump's dark weekend...

Translated

[Morning Report] Bitcoin continues to grow drastically as the possibility that Mr. Trump will return is increasing, and Apple is at a high price since listing

moo_ushi liked

ビットバレー投資家

wrote a column·Jul 12 04:21

Columns TSMC is doing great with the AI boom! Check out the leading brands in Japan and the US from our major customers and suppliers!

$Taiwan Semiconductor (TSM.US)$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!

103

moo_ushi liked

ビットバレー投資家

wrote a column·Jul 2 02:46

Columns An opportunity for overseas bond ETFs in the mode of depreciation of the yen and global interest rate cuts! Introducing 3 new NISA stocks and 5 stocks denominated in US dollars, even if the annual return exceeds 20%

In Japan, where the depreciation of the yen is progressing, the Bank of Japan is measuring the timing of additional interest rate hikes, but outside of Japan, it is shifting to a mode of cutting interest rates globally,Foreign bond investmentsIsn't it okay to keep an eye on it?Among overseas bond ETFs, there are many stocks that have recently updated their high prices since listing。
The characteristic of bond investment compared to stocks is that while stable yields (dividends) can be obtained, price fluctuations are small, so expectations for price increases are slim. However, due to interest rate cutsSince bond prices rise when interest rates decline, not only conventional income gains, but also capital gains can be expected. Furthermore, in the futureIf the depreciation of the yen continues, exchange gains will also be added, so overseas bond ETFs are in an “unrivaled” stateThere is a possibility that it will
So, from 2023/7Stocks where the return on investment (annual dividend interest rate dividend+year-to-date gain/fall rate - trust remuneration) for the most recent 1 year has exceeded 10%I will pick it up. Of these,3 bond ETF stocks that can be invested under the new NISA growth investment quotaand5 monthly distribution dollar-denominated bond stocks listed on the US market (2 types: risk suppression type and high yield type)Introducing...

Translated

An opportunity for overseas bond ETFs in the mode of depreciation of the yen and global interest rate cuts! Introducing 3 new NISA stocks and 5 stocks denominated in US dollars, even if the annual return exceeds 20%

moo_ushi liked

株初心者主婦

commented on a stock·Jun 25 05:48

$NVIDIA (NVDA.US)$ It's up a bit in front of the market! A little reassuring. I want it to go up like this 😊

Translated

moo_ushi commented on

moomooニュース日本株

wrote a column·Jun 25 01:09

Columns Tokyo market summary: Nikkei average rises by 368 yen TOPIX has the biggest increase rate in June, Toyota sells semiconductors significantly higher every day

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 Average ended at 39173.15 yen, 368.50 yen higher than the previous business day
● Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
● Approaching large stocks and value stocks, and buying Toyota is drastically high every day
● Cryptocurrency is also emerging as a new “trump trade” - Bernstein
● Weakness of yen, possibility that it will progress more than expected = BofA
● Hitachi stock has been high since listing, the total market value is 16 trillion yen, and stock buybacks are expected
● Attention to the handle: $Toyota Motor (7203.JP)$、 $Hitachi (6501.JP)$、 $Keisei Electric Railway (9009.JP)$
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39173.15 yen, 368.50 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2787.37, 47.18 points higher than the previous business day.
Top news
Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
...

Translated

Tokyo market summary: Nikkei average rises by 368 yen TOPIX has the biggest increase rate in June, Toyota sells semiconductors significantly higher every day

moo_ushi liked

ビットバレー投資家

wrote a column·Jun 25 03:38

Columns NVIDIA plummeted 13%! What are the real selling factors? What are the lower price meds?

$Cisco (CSCO.US)$
$NVIDIA (NVDA.US)$After hitting an all-time high on a closing price basis on 6/18, it fell, and by the 24th13% declineI did it.Does this sharp drop mark the end of the AI boom, or is it simply a speed adjustment。In order to find the answer, we will examine the true selling factors. I also want to check the low price medalsI think.
Selling factors
The following three main factors are the factors behind NVIDIA sales this time.
1) The upward pitch was too fast
2) sector rotation
3) Supply and demand factors
1) The upward pitch was too fast
When I checked NVIDIA's stock price and 200-day moving average, both continued to rise. However,Since the upward pitch of stock prices was too fast, the divergence rate from the 200-day moving average widenedI did it. When a high price was set on 6/18, the divergence rate reached 98%. Based on past cases,When the divergence rate is close to 100%, will stock prices stand still or adjustI did it.
2) sector rotation
If you check the US market after 6/18, when NVIDIA stocks were adjusted,Aspects of sector rotationPresented...

Translated