Elincal
commented on
Following the announcement of Prime Minister Fumio Kishida's resignation, the election will be announced on September 12th.It has been reported that 11 people have declared or expressed their intention to run in the Liberal Democratic Party leadership election, which will be held on the 27th, resulting in a fierce and chaotic battle.Therefore, we will analyze the fiscal policies of each candidate and their stance on the Bank of Japan's interest rate hike based on past reports and statements.The economic policies of the next prime minister are expected to have a significant impact on the stock market and the macroeconomy.Therefore, it is anticipated that there will be some impact.
Therefore, we will analyze the fiscal policies of each candidate and their stance on the Bank of Japan's interest rate hike based on past reports and statements.
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The lineup of candidates for the presidential election is being discussed.
(In parentheses, the approval rating based on the opinion poll "the most suitable person for the next LDP president" conducted by Nihon Keizai Shimbun and TV Tokyo on the 21st and 22nd.)
<Candidates who have already declared their candidacy>
Taro KonoDigital minister (7%)
Takayuki KobayashiFormer Minister of Economic Security (8%)
Shigeru IshibaFormer Secretary-General of the Liberal Democratic Party (18%)
Expected Candidates (Based on Reports)
Shinjiro KoizumiFormer Environment Minister (23%)
Yoshimasa HayashiChief Cabinet Secretary (2%)
Toshimitsu MotegiSecretary General of the Liberal Democratic Party (1%)
< Expressing willingness to run (Based on reports) >
Ken SaitoMinister of Economy, Trade and Industry (1%)
Haya SanaeMinister in charge of economic security (11%)
Kato KatsunobuFormer Chief Cabinet Secretary (1%)
Kamikawa YokoMinister of Foreign Affairs (6%)
Sei Noda...
Therefore, we will analyze the fiscal policies of each candidate and their stance on the Bank of Japan's interest rate hike based on past reports and statements.
(In parentheses, the approval rating based on the opinion poll "the most suitable person for the next LDP president" conducted by Nihon Keizai Shimbun and TV Tokyo on the 21st and 22nd.)
<Candidates who have already declared their candidacy>
Taro KonoDigital minister (7%)
Takayuki KobayashiFormer Minister of Economic Security (8%)
Shigeru IshibaFormer Secretary-General of the Liberal Democratic Party (18%)
Expected Candidates (Based on Reports)
Shinjiro KoizumiFormer Environment Minister (23%)
Yoshimasa HayashiChief Cabinet Secretary (2%)
Toshimitsu MotegiSecretary General of the Liberal Democratic Party (1%)
< Expressing willingness to run (Based on reports) >
Ken SaitoMinister of Economy, Trade and Industry (1%)
Haya SanaeMinister in charge of economic security (11%)
Kato KatsunobuFormer Chief Cabinet Secretary (1%)
Kamikawa YokoMinister of Foreign Affairs (6%)
Sei Noda...
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Elincal
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$NVIDIA (NVDA.US)$ On August 28th, Nvidia is scheduled to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market (morning of August 29th Japan time).On August 28thAfter the closing of the U.S. stock market on August 28th (morning of August 29th Japan time)for the second quarter of fiscal year 2025In the semiconductor industry for artificial intelligence (AI), while maintaining a dominant positionCan they exceed market expectations and demonstrate impressive growth and performance?Please predict and vote on the closing price of Nvidia on the next business day after the earnings announcement!
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
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Elincal
liked
$NVIDIA (NVDA.US)$
Super Micro falls 14% and annual report submission for fiscal year 24 is postponed.
Expands to 24%.
Super Micro falls 14% and annual report submission for fiscal year 24 is postponed.
Expands to 24%.
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Elincal
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At the moment, $NVIDIA (NVDA.US)$ It has an advantage in terms of profit conditions and transactions with AI companies, but which company's products do you think are superior in the long run?
What's the reason for that?
What's the reason for that?
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$USD/JPY (USDJPY.FX)$
If the economy starts to decline, there is a possibility that the yen will strengthen, but I feel that the current dollar-yen exchange rate has already priced in the depth of such an economic downturn. Depending on the results of future economic indicators, if the US economy is judged to be strong, the Federal Reserve (FRB) will consider a slower pace of interest rate cuts than investors think in order to prevent reflation. Japan is also cautious about additional interest rate hikes and it seems unlikely that there will be any more rate increases this year. If that happens, the US could experience a prolonged period of high interest rates, making the dollar relatively stronger. It is also necessary to consider the possibility that the dollar-yen exchange rate will slowly move in the direction of a stronger dollar.![]()
If the economy starts to decline, there is a possibility that the yen will strengthen, but I feel that the current dollar-yen exchange rate has already priced in the depth of such an economic downturn. Depending on the results of future economic indicators, if the US economy is judged to be strong, the Federal Reserve (FRB) will consider a slower pace of interest rate cuts than investors think in order to prevent reflation. Japan is also cautious about additional interest rate hikes and it seems unlikely that there will be any more rate increases this year. If that happens, the US could experience a prolonged period of high interest rates, making the dollar relatively stronger. It is also necessary to consider the possibility that the dollar-yen exchange rate will slowly move in the direction of a stronger dollar.
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$Toyota Motor (7203.JP)$ Cheap, too cheap
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Elincal
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$NVIDIA (NVDA.US)$
I'm glad X doesn't have Zako, which was sold after being freaked out last week. I posted that I'm glad I sold it last week.
that's wrong, right? you were scared and cut your losses, right? You can't buy it. it's scary, isn't it? Zako is delighted with this week's uncertain Blackwell delivery delay reports. That's too crappy. It's really too rough.
I bought a lot on Friday for around $100. This is the winner. that's crap. Blackwell delivery delayed damn
I'm glad X doesn't have Zako, which was sold after being freaked out last week. I posted that I'm glad I sold it last week.
that's wrong, right? you were scared and cut your losses, right? You can't buy it. it's scary, isn't it? Zako is delighted with this week's uncertain Blackwell delivery delay reports. That's too crappy. It's really too rough.
I bought a lot on Friday for around $100. This is the winner. that's crap. Blackwell delivery delayed damn
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Elincal
commented on
$NVIDIA (NVDA.US)$
Is the decline over yet?
Is the decline over yet?
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Elincal : Is Mr. Takashi, who is trying to increase taxes on financial income, putting investors first...?