凡之介さん
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TSMC plans to construct two new semiconductor factories in Taiwan compatible with the 2nm process | XenoSpectrum
October 10, 2024 (excerpt)
TSMC, the world's largest semiconductor foundry company, has revealed plans to build two new semiconductor manufacturing plants in the southern city of Kaohsiung, Taiwan. This plan significantly expands the company's production capacity in Kaohsiung and is expected to further enhance Taiwan's competitiveness in the semiconductor industry.
The two factories to be built are known as "P4" and "P5", and are already in the planning stage. These factories are scheduled to be constructed in the Nanzih Technology Industrial Park in Kaohsiung, increasing the company's manufacturing facilities in the region to a total of five. According to the mayor of Kaohsiung, the environmental assessment is expected to commence soon.
October 10, 2024 (excerpt)
TSMC, the world's largest semiconductor foundry company, has revealed plans to build two new semiconductor manufacturing plants in the southern city of Kaohsiung, Taiwan. This plan significantly expands the company's production capacity in Kaohsiung and is expected to further enhance Taiwan's competitiveness in the semiconductor industry.
The two factories to be built are known as "P4" and "P5", and are already in the planning stage. These factories are scheduled to be constructed in the Nanzih Technology Industrial Park in Kaohsiung, increasing the company's manufacturing facilities in the region to a total of five. According to the mayor of Kaohsiung, the environmental assessment is expected to commence soon.
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凡之介さん
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$Snowflake (SNOW.US)$ Is it finally time for a comeback here, or is it about time to cut losses?
This one has been numb at -1 million all along.
This one has been numb at -1 million all along.
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凡之介さん
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$NVIDIA (NVDA.US)$
Such a constant climb every day. This is good. If it goes up and down repeatedly, gradually rising would be ideal ⭕️
It's good to consolidate between 120 and 130. I think it's too high. It's a movement before the November settlement. No need to rush up ⤴️ at all! Will they talk about leather jackets tomorrow after tesla today?
Just the factors for this rise ⤴️. Take your time, maybe have a cup of coffee ☕️.
Now, I wonder if I should take the dog 🐶 for a walk.
Such a constant climb every day. This is good. If it goes up and down repeatedly, gradually rising would be ideal ⭕️
It's good to consolidate between 120 and 130. I think it's too high. It's a movement before the November settlement. No need to rush up ⤴️ at all! Will they talk about leather jackets tomorrow after tesla today?
Just the factors for this rise ⤴️. Take your time, maybe have a cup of coffee ☕️.
Now, I wonder if I should take the dog 🐶 for a walk.
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凡之介さん
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$Chipotle Mexican Grill (CMG.US)$ Let's change to bullish and go for it, Chipotle‼️
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凡之介さん
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ The first essential sign of an uptrend is for the 2-year bond price to drop significantly first, but if the 1% 30-year bond yield decreases and TLT rises by about 20% while TMF triples that (although actually slightly lower). If this continues, with each interest rate cut by the FRB, the stock market sentiment should be positive, causing long-term bond yields to continue to rise throughout the year, pushing prices down. Despite the drop, unlike in the past, the base is becoming too cheap, so if TMF, for example, touches 45 and then, even if the 30-year bond yield decreases by 1% at that time, the target would be around 70, 1.6 times 45. In the past, with base prices of 150 or even higher, the amount of increase would be much larger. Furthermore, the bonds targeted by TLT are from the low-interest rate era averaging less than 3% since 2014, so the comparative increase is also low, isn't it? Going beyond 100 is significant and requires patience for a major recession. Hmm, it's cheap, but since it's not a time to rise, is it a buy time?
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凡之介さん
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$Taiwan Semiconductor (TSM.US)$
It's been a while since it went up this much. I'll take some profits first and switch to high dividend concept.
If it falls again in the opposite performance market, I might buy more with additional investment.
It's been a while since it went up this much. I'll take some profits first and switch to high dividend concept.
If it falls again in the opposite performance market, I might buy more with additional investment.
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凡之介さん
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$Super Micro Computer (SMCI.US)$I'd like it if it falls below $40! It was powerful from the start, and it's still early days. There isn't any!
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凡之介さん
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Angle: Hurricane's direct hit attracts attention, significant difference in disaster response between Mr. Harris and Mr. Trump.
Hurricane 'Milton' Also Hits Business Hub with Major US Bank Bases
October 9, 2024, 4:01 PM JST (excerpt)
Hurricane 'Milton' threatens to deal a devastating blow to the vibrant Tampa Bay area in Florida. As residents and businesses are beginning to recover from the impact of Hurricane 'Helene', there is a possibility of a direct hit for the first time in a century.
In this region including cities like Tampa, St. Petersburg, and Clearwater, over 3 million people reside, with major US military bases, Florida's largest port, beaches visited by millions of tourists annually, and nearly 50,000 students attending state universities.
Furthermore, this is also a business hub in Florida. The number of employees in Tampa of J.P. Morgan Chase, expanding their operations in the state, is approximately 6,000. Additionally, other major US banks such as Citigroup also have employees in this region. Moreover, technology companies like Jabil, investment firms like Raymond James Financial, and restaurant operators like Bloomin' Brands Inc, etc.
Hurricane 'Milton' Also Hits Business Hub with Major US Bank Bases
October 9, 2024, 4:01 PM JST (excerpt)
Hurricane 'Milton' threatens to deal a devastating blow to the vibrant Tampa Bay area in Florida. As residents and businesses are beginning to recover from the impact of Hurricane 'Helene', there is a possibility of a direct hit for the first time in a century.
In this region including cities like Tampa, St. Petersburg, and Clearwater, over 3 million people reside, with major US military bases, Florida's largest port, beaches visited by millions of tourists annually, and nearly 50,000 students attending state universities.
Furthermore, this is also a business hub in Florida. The number of employees in Tampa of J.P. Morgan Chase, expanding their operations in the state, is approximately 6,000. Additionally, other major US banks such as Citigroup also have employees in this region. Moreover, technology companies like Jabil, investment firms like Raymond James Financial, and restaurant operators like Bloomin' Brands Inc, etc.
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凡之介さん
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I will buy docusign in the pre-market trading tonight. It seems that the chart is showing a skyrocketing pattern.
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凡之介さん
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
I hope for a substantial price increase.
I feel like it will go up from before November 4th.
Institutions maneuver in a way that amateurs don't profit as much as possible.
It should rise at the point where people wonder if it will go up from here.
An anomaly is said to occur from the end of October and rise.
It's a choice of whether it will rise before that or not rise even after that point.
If it doesn't rise even after that, eventually it will be chased when it's time to rise.
In order to prevent any buying interest from emerging, it is necessary to thoroughly prevent a significant decline.
In that case, triggering a recession.
Institutions might also sink along with it, can't afford to let it go that far.
Therefore, I see it rising soon.
*This is a personal opinion, please do not take it seriously.
I hope for a substantial price increase.
I feel like it will go up from before November 4th.
Institutions maneuver in a way that amateurs don't profit as much as possible.
It should rise at the point where people wonder if it will go up from here.
An anomaly is said to occur from the end of October and rise.
It's a choice of whether it will rise before that or not rise even after that point.
If it doesn't rise even after that, eventually it will be chased when it's time to rise.
In order to prevent any buying interest from emerging, it is necessary to thoroughly prevent a significant decline.
In that case, triggering a recession.
Institutions might also sink along with it, can't afford to let it go that far.
Therefore, I see it rising soon.
*This is a personal opinion, please do not take it seriously.
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