新div
liked
The FRB was somewhat hawkish⁉️
As I expected. However, two interest rate cuts in 2025,,⁉️‼️
Of course, as you go further back in the years, the variability becomes amazing, including the dot plot.
Well, let's accept the results that have come out.
Let's look forward to the economic policies of the future American President TRUMP ✴️.
Tariffs and such, it seems that the good and bad are likely to surface.
I am concerned about the debt ceiling issue of the American 🇺🇸 government after all.![]()
Four expected interest rate cuts, but only two⁉️⁉️
Does this mean a 0.5% interest rate increase⤴️⁉️
Currently in a selling trend, hoping for recovery and stability 🙏
As I expected. However, two interest rate cuts in 2025,,⁉️‼️
Of course, as you go further back in the years, the variability becomes amazing, including the dot plot.
Well, let's accept the results that have come out.
Let's look forward to the economic policies of the future American President TRUMP ✴️.
Tariffs and such, it seems that the good and bad are likely to surface.
I am concerned about the debt ceiling issue of the American 🇺🇸 government after all.
Four expected interest rate cuts, but only two⁉️⁉️
Does this mean a 0.5% interest rate increase⤴️⁉️
Currently in a selling trend, hoping for recovery and stability 🙏
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新div
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新div
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$Micron Technology (MU.US)$
You're terrible at guidance. Last time was, well, okay.
Today's financial explanation is extremely important.
It'll be fine 🙆♀️, right?
You're terrible at guidance. Last time was, well, okay.
Today's financial explanation is extremely important.
It'll be fine 🙆♀️, right?
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新div
liked
Micron Technology Inc is one of the few memory chip makers benefiting from the Artificial Intelligence (AI) boom. Its high-bandwidth memory (HBM) chips are supplied for Nvidia's AI processors, with contracts secured until 2025.
Furthermore, positive outlook is expected in the next earnings announcement due to the demand for data center and improvement in inventory management. Although the stock price is currently trading below its all-time high, a significant increase is anticipated based on revenue expansion and guidance. The profit outlook for the fiscal year 2025 is also drawing attention as an indicator reflecting the overall industry trends. The stock, considered undervalued in the market, is under scrutiny as a potential growth engine in the future.
The revival of semiconductor demand and Micron's market strategy.
Micron Technology Inc. is clearly improving its performance on the back of increasing demand driven by the rapid growth of the AI market. Its main products, DRAM and NAND, are showing solid growth primarily in demand for data centers and AI processors. In particular, the high-bandwidth memory (HBM) used in Nvidia's processors is already contracted until 2025...
Furthermore, positive outlook is expected in the next earnings announcement due to the demand for data center and improvement in inventory management. Although the stock price is currently trading below its all-time high, a significant increase is anticipated based on revenue expansion and guidance. The profit outlook for the fiscal year 2025 is also drawing attention as an indicator reflecting the overall industry trends. The stock, considered undervalued in the market, is under scrutiny as a potential growth engine in the future.
The revival of semiconductor demand and Micron's market strategy.
Micron Technology Inc. is clearly improving its performance on the back of increasing demand driven by the rapid growth of the AI market. Its main products, DRAM and NAND, are showing solid growth primarily in demand for data centers and AI processors. In particular, the high-bandwidth memory (HBM) used in Nvidia's processors is already contracted until 2025...
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新div OP : For the Bank of Japan, raising interest rates according to its predetermined course is important. The outlook for future interest rate cuts in the USA's monetary policy is crucial. If the number of interest rate cuts in the USA next year is limited, considering the price difference between Japanese and US interest rates, it is conceivable that the USD/JPY rate will move towards a weaker yen. It is said that the first and most important policy of the Trump administration is tariffs. Currently, companies are increasing their purchases in preparation for tariffs being imposed. In the USA, consumption is increasing as individuals prepare for price increases before tariffs are imposed. It is necessary to consider which way extreme weakening of the yen will move in the future in order to anticipate it now and adjust the portfolio accordingly.