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$Micron Technology (MU.US)$
After today's good financial results, it feels like we have finally emerged from a long tunnel.
Looking back, the overheating feeling of semiconductors that has been ongoing since the beginning of the year eased in mid-June, and semiconductor stocks as a whole significantly dropped from their highs.
The next day, despite Micron's earnings announcement being sound, due to excessive market expectations and the weakness in the semiconductor sector, selling pressure intensified further, leading to a drop of about 10%.
Although holding up until mid-July, concerns about economic downturn increased in the second half of the month, leading to further selling pressure, and August also stagnated near the bottom. During this time, compared to other semiconductor stocks, led by Nvidia, the decline was relatively large and continued to frustrate investors with narrow gains during the rising phase.
In September, there was some recovery due to a 50 basis points rate cut and expectations for a soft landing. Recently, there was an upward trend due to a reevaluation of AI-related investments and expectations for the next term's financial results, with a pre-rise of about 15% following this good financial report.
As mentioned above, a period of adversity lasted for a long time, but finally coming out of a long tunnel, it will be interesting to see how far it can rise towards the end of the year.
I...
After today's good financial results, it feels like we have finally emerged from a long tunnel.
Looking back, the overheating feeling of semiconductors that has been ongoing since the beginning of the year eased in mid-June, and semiconductor stocks as a whole significantly dropped from their highs.
The next day, despite Micron's earnings announcement being sound, due to excessive market expectations and the weakness in the semiconductor sector, selling pressure intensified further, leading to a drop of about 10%.
Although holding up until mid-July, concerns about economic downturn increased in the second half of the month, leading to further selling pressure, and August also stagnated near the bottom. During this time, compared to other semiconductor stocks, led by Nvidia, the decline was relatively large and continued to frustrate investors with narrow gains during the rising phase.
In September, there was some recovery due to a 50 basis points rate cut and expectations for a soft landing. Recently, there was an upward trend due to a reevaluation of AI-related investments and expectations for the next term's financial results, with a pre-rise of about 15% following this good financial report.
As mentioned above, a period of adversity lasted for a long time, but finally coming out of a long tunnel, it will be interesting to see how far it can rise towards the end of the year.
I...
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$Intel (INTC.US)$ It is a well-known fact that it is struggling. The stock price has fallen more than 60% since the beginning of the year, making it the worst-performing stock in the Dow Jones Industrial Average this year.
The company was once the world's largest chipmaker, dominating the personal computer (PC) market. Thanks to this, in the late 1990s, it became one of the first two technology companies to join the famous Dow Jones Index along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has expanded into other businesses such as cloud computing, while Intel may begin to lose its dominance in the PC market as competitors manufacture more advanced Arm-based chips.
Furthermore, Broadcom has dealt a major blow to Intel's contract manufacturing business launched in 2021. After testing Intel's latest manufacturing technology, it concluded that it could not withstand mass production.
Due to Intel's decline, $Dow Jones Industrial Average (.DJI.US)$ There is a rumor that its position in is also dwindling. The logical successor is now the world's largest...
The company was once the world's largest chipmaker, dominating the personal computer (PC) market. Thanks to this, in the late 1990s, it became one of the first two technology companies to join the famous Dow Jones Index along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has expanded into other businesses such as cloud computing, while Intel may begin to lose its dominance in the PC market as competitors manufacture more advanced Arm-based chips.
Furthermore, Broadcom has dealt a major blow to Intel's contract manufacturing business launched in 2021. After testing Intel's latest manufacturing technology, it concluded that it could not withstand mass production.
Due to Intel's decline, $Dow Jones Industrial Average (.DJI.US)$ There is a rumor that its position in is also dwindling. The logical successor is now the world's largest...
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$NVIDIA (NVDA.US)$
Although we are crossing the settlement, the amount we are crossing is modest, haha.
I don't really expect to fail, but even if elements other than settlement decline, we need to prepare to increase the number, 🔫.![]()
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Although we are crossing the settlement, the amount we are crossing is modest, haha.
I don't really expect to fail, but even if elements other than settlement decline, we need to prepare to increase the number, 🔫.
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$NVIDIA (NVDA.US)$
I'll delete the one I sold.
I'll delete the one I sold.
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Remove it from Mag7
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