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新div Male ID: 182450063
TEM.CELH.TSMC.GLDM.ARM.IONQ.MSTU.PLTR.ETF.200A.178A.で成長投資枠米6.日0.ETF2.現金比率0
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    新div commented on
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    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 🙏
    Translated
    At the end of the year, oh reeeeee😵😱
    At the end of the year, oh reeeeee😵😱
    At the end of the year, oh reeeeee😵😱
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    Buying more Ark Tempas, huh.
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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?
    Translated
    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...
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