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For next year's tax planning, I have already converted the necessary cash portion of my US stock position to Japanese yen to finalize the closing for 2024, so I plan to gradually look back on the year.
The year-to-date profit and loss for the moomoo Securities as of December 9, 2024 was +173%. Due to the overall rise in the US stock market and the biased increase in specific securities, I made fund transfers from other assets accordingly. As a result, funds and profits were somewhat concentrated in the moomoo Securities account, the main battlefield for individual stock trading in the United States. Therefore, in December, I gradually increased my Japanese yen deposit position.
Firstly, as a personal summary of US stocks in 2024, the first half of the year was dominated by AI and semiconductors, while the latter half was focused on the presidential election. Consequently, a significant portion of this year's annual profit came from concentrated investments in NVDA and MSTR at various times. On the other hand, it was quite impressive that the top losses were in SMCI and then COIN.
The AI and semiconductor sectors in the first half of this year were engulfed in considerable excitement, with related companies being widely bought and the entire industry buoyant. Therefore, SOXL temporarily rose to nearly $70, but is currently around $30, sinking into negative territory for the year....
The year-to-date profit and loss for the moomoo Securities as of December 9, 2024 was +173%. Due to the overall rise in the US stock market and the biased increase in specific securities, I made fund transfers from other assets accordingly. As a result, funds and profits were somewhat concentrated in the moomoo Securities account, the main battlefield for individual stock trading in the United States. Therefore, in December, I gradually increased my Japanese yen deposit position.
Firstly, as a personal summary of US stocks in 2024, the first half of the year was dominated by AI and semiconductors, while the latter half was focused on the presidential election. Consequently, a significant portion of this year's annual profit came from concentrated investments in NVDA and MSTR at various times. On the other hand, it was quite impressive that the top losses were in SMCI and then COIN.
The AI and semiconductor sectors in the first half of this year were engulfed in considerable excitement, with related companies being widely bought and the entire industry buoyant. Therefore, SOXL temporarily rose to nearly $70, but is currently around $30, sinking into negative territory for the year....
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Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
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AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
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$Toyota Motor (7203.JP)$、 $Honda Motor (7267.JP)$、 $Nissan Motor (7201.JP)$The interim (April-September) earnings report for Japan's domestic automobile Big 3 in March 2025 clearly reflected the current severe conditions.
With all three companies experiencing a decrease in passengers carried compared to the previous year, both the operating profit and operating margin of their "earning power" have also declined.。Nissan's net profit has turned into a deficit.In addition, all three companieshave been forced to lower their sales volume forecasts for the year..
In response to this, the USA $Tesla (TSLA.US)$has increased its operating profit and returned its operating margin to double digits. China $BYD COMPANY (01211.HK)$has surpassed Tesla's quarterly revenue, surpassing Honda and Nissan in sales volume.
国内3社の7月以降の株価は2～3割程度下落しており、トランプラリーで急騰するテスラと対照的な動きとなっている。各社の反転攻勢に向けた取り組みも紹介する。
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3社揃って販売台数と利益が減少、ホンダと日産は通期見通しを下方修正
第2四半期（7－9月...
With all three companies experiencing a decrease in passengers carried compared to the previous year, both the operating profit and operating margin of their "earning power" have also declined.。Nissan's net profit has turned into a deficit.In addition, all three companieshave been forced to lower their sales volume forecasts for the year..
In response to this, the USA $Tesla (TSLA.US)$has increased its operating profit and returned its operating margin to double digits. China $BYD COMPANY (01211.HK)$has surpassed Tesla's quarterly revenue, surpassing Honda and Nissan in sales volume.
国内3社の7月以降の株価は2～3割程度下落しており、トランプラリーで急騰するテスラと対照的な動きとなっている。各社の反転攻勢に向けた取り組みも紹介する。
第2四半期（7－9月...
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![Automobile Nippon in crisis at sunset! Toyota and Honda experience rapid deceleration, Nissan falls into the red. With the resurgence of the 'Trump stock' Tesla, the tide turns both offensively and defensively. [Summary of Financial Results]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241111/57f5b10d3531a26f3aa821651230da24.jpg/thumb?area=105&is_public=true)
![Automobile Nippon in crisis at sunset! Toyota and Honda experience rapid deceleration, Nissan falls into the red. With the resurgence of the 'Trump stock' Tesla, the tide turns both offensively and defensively. [Summary of Financial Results]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241111/3cc0f3982fca6c99eba5866652d0cd9a.jpg/thumb?area=105&is_public=true)
![Automobile Nippon in crisis at sunset! Toyota and Honda experience rapid deceleration, Nissan falls into the red. With the resurgence of the 'Trump stock' Tesla, the tide turns both offensively and defensively. [Summary of Financial Results]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241111/d60da41e275a4c8ba02f3645bd98ee3a.jpg/thumb?area=105&is_public=true)
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「The demand for Blackwell is very, very strong. CEO Jensen Huang is calling it 'crazy.' In response, we are increasing production capacity.This was stated by the chairman of Hon Hai Precision Industry, which assembles servers with NVIDIA AI semiconductors. The strength of demand for AI semiconductors is supported by the revenue of TSMC, which produces AI semiconductors. In response to the strong demand shown by related companies and CEO Jensen Huang's statements.NVIDIA shares break higher from a triangular consolidation.Done.
This time,Pick semiconductor stocks that have relatively high correlation with NVIDIA in terms of performance and stock price.Done.
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NVIDIA shares break higher from a triangular consolidation.
In addition to the strong demand for AI semiconductors, CEO Jensen Huang emphasized the high energy efficiency of Blackwell.NVIDIA shares break higher from a triangular consolidation.The closing price on October 9th was $132.65, approaching the highest point of $140.76 set on June 20th. $NVIDIA (NVDA.US)$ isB...
This time,Pick semiconductor stocks that have relatively high correlation with NVIDIA in terms of performance and stock price.Done.
In addition to the strong demand for AI semiconductors, CEO Jensen Huang emphasized the high energy efficiency of Blackwell.NVIDIA shares break higher from a triangular consolidation.The closing price on October 9th was $132.65, approaching the highest point of $140.76 set on June 20th. $NVIDIA (NVDA.US)$ isB...
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$CBOE Volatility S&P 500 Index (.VIX.US)$
Is the Trump brand being sold...
Is the Trump brand being sold...
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Taylor Swift expresses support for Mr. Harris!![]()
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$Alphabet-A (GOOGL.US)$ microsoft is scheduled to hold an earnings call for the second quarter of 2024 on Wednesday, July 24, 2024 at 5:30 a.m. Japan time. This briefing willIn subtitle translation formatIf you wish to watch, please click the button."Reservations"Click the button to watch.
◆注意事項
本ライブの内容はお客様の利便性のために、字幕翻訳サービスによって提供されています。字幕はマイクロソフトアジュール（Microsoft Azure）およびアマゾン翻訳（Amazon Translate）を使用して生成されています。英語から日本語への機械翻訳の精度、信頼性または正確性に関して、明示的か黙示的かを問わず、いかなる種類の保証も行われません。翻訳内容により損害を被った場合、当社は当該損害に関して一切責任を負いません。ご視聴の際には予めご留意ください。
◆注意事項
本ライブの内容はお客様の利便性のために、字幕翻訳サービスによって提供されています。字幕はマイクロソフトアジュール（Microsoft Azure）およびアマゾン翻訳（Amazon Translate）を使用して生成されています。英語から日本語への機械翻訳の精度、信頼性または正確性に関して、明示的か黙示的かを問わず、いかなる種類の保証も行われません。翻訳内容により損害を被った場合、当社は当該損害に関して一切責任を負いません。ご視聴の際には予めご留意ください。
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Alphabet 2024 Q2 financial results briefing (subtitle translation)
Jul 24 04:30
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$USD/JPY (USDJPY.FX)$ The USD/JPY has come to this level, but it seems that the exchange intervention may happen, but the Bank of Japan may not raise interest rates, right?
Even looking at the Bank of Japan's press conference, it seems like they are buying time until the US lowers interest rates.
Even looking at the Bank of Japan's press conference, it seems like they are buying time until the US lowers interest rates.
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This article utilizes auto-translation in some parts.
$NVIDIA (NVDA.US)$The title of the world's largest market capitalization was taken away in just one day. Nvidia's stock price fell sharply from over $140 to $130 in last night's trade. The decline did not stop in today's pre-market trading, breaking below the $130 mark.
Investors are in a dilemma with Nvidia's stock price reversal. Should they sell for profit-taking? Or is this an opportunity to buy on the dip this time?
As a leader in the AI chip sector, Nvidia has a firm grip on recent stock price performance. It temporarily surpassed Microsoft and Apple in market capitalization, becoming the largest market cap company in the USA. The company's stock price has risen over 1,000% since October 2022, and by 206% in the past 12 months alone.
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Nvidia becomes the world's number one for the first time! What should we focus on next? Increase in purchases by the world's largest ETF and adoption by the Dow average?!
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Bullish investors are confident that the company has great potential for future significant growth.
Seekingalpha analyst, Mr. Bill Gunderson, believes that Nvidia has the most potential for the next 5 years...
$NVIDIA (NVDA.US)$The title of the world's largest market capitalization was taken away in just one day. Nvidia's stock price fell sharply from over $140 to $130 in last night's trade. The decline did not stop in today's pre-market trading, breaking below the $130 mark.
Investors are in a dilemma with Nvidia's stock price reversal. Should they sell for profit-taking? Or is this an opportunity to buy on the dip this time?
As a leader in the AI chip sector, Nvidia has a firm grip on recent stock price performance. It temporarily surpassed Microsoft and Apple in market capitalization, becoming the largest market cap company in the USA. The company's stock price has risen over 1,000% since October 2022, and by 206% in the past 12 months alone.
Related Articles
Nvidia becomes the world's number one for the first time! What should we focus on next? Increase in purchases by the world's largest ETF and adoption by the Dow average?!
Seekingalpha analyst, Mr. Bill Gunderson, believes that Nvidia has the most potential for the next 5 years...
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