In my case, it's ASML, (Google), and AMZN (Amazon). These companies have very healthy balance sheets and can be considered some of the best in the world.
I think there are other companies that can be mentioned, but these are the ones I trust. Would also like to hear your opinions.
I think there are other companies that can be mentioned, but these are the ones I trust. Would also like to hear your opinions.
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6
Amidst the market turmoil caused by last week's employment statistics, further volatility is expected with the announcement of the December Consumer Price Index (CPI) this week. The CPI is expected to increase by 0.3% from the previous month and by 2.7% from the same month last year. Concerns about sustained inflation and resurgence are causing yields to trend higher in the bond market. In my opinion, I believe that inflation will stabilize in 2025.
The employment situation in December was challenging. Job gains were mainly seen in healthcare, dining, hotel industry, and public sector employment. These industries are consistently thriving, but due to aging demographics, there is high workforce mobility and demand. High-quality employment in manufacturing and construction industries remains steady. Under the current tax system, this trend is likely to continue.
Year-end sales were strong. Therefore, although CPI figures may rise, considering the impact of the sluggish real estate market and low interest rates on high-priced goods, I do not expect inflation to further accelerate.
Due to the potential of a dock strike, retailers increased their inventory, but fortunately the strike was avoided. In the future, there is no need to worry about supply shortages, and there may even be a possibility of oversupply.
There is a risk that the policies of the new administration may cause confusion over tariffs and forced evictions, but it may take more time than expected to resolve...
The employment situation in December was challenging. Job gains were mainly seen in healthcare, dining, hotel industry, and public sector employment. These industries are consistently thriving, but due to aging demographics, there is high workforce mobility and demand. High-quality employment in manufacturing and construction industries remains steady. Under the current tax system, this trend is likely to continue.
Year-end sales were strong. Therefore, although CPI figures may rise, considering the impact of the sluggish real estate market and low interest rates on high-priced goods, I do not expect inflation to further accelerate.
Due to the potential of a dock strike, retailers increased their inventory, but fortunately the strike was avoided. In the future, there is no need to worry about supply shortages, and there may even be a possibility of oversupply.
There is a risk that the policies of the new administration may cause confusion over tariffs and forced evictions, but it may take more time than expected to resolve...
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6
I am $Advanced Micro Devices (AMD.US)$ We will continue to own it. Even if the stock price drops to $50, I don't intend to let go.
As the title suggests, AMD is clearly underrated. It can only be described as nonsense that HSBC lowered its target stock price from $200 to $110.
The big investors on Wall Street probably want to buy AMD stock at a lower price.
As the title suggests, AMD is clearly underrated. It can only be described as nonsense that HSBC lowered its target stock price from $200 to $110.
The big investors on Wall Street probably want to buy AMD stock at a lower price.
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Most investors, $S&P 500 Index (.SPX.US)$ If it drops by as much as 40%, they will probably give up.
In the last 100 years, there have been three major crashes like that.
It was in 1929, 2000, and 2008. And each time, the economy went into a tailspin.
In the last 100 years, there have been three major crashes like that.
It was in 1929, 2000, and 2008. And each time, the economy went into a tailspin.
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Next year's $Apple (AAPL.US)$ There are mostly rumors that all products will use the 3nm process next year. Do you know if this is because the deployment of 2nm in the second half of next year is too slow, the production volume is too low, or if Apple is being stingy?
Not using 2nm in Apple's Pro series iPhones or at least MacBook Pro could become a major issue in the long run. Apple has reserved all initial production of new process nodes in the past and has been the first in the industry to use those process nodes.
The next node after 2nm, A16, is scheduled for 2026, but do you think there is a possibility that Apple might completely skip 2nm?
Not using 2nm in Apple's Pro series iPhones or at least MacBook Pro could become a major issue in the long run. Apple has reserved all initial production of new process nodes in the past and has been the first in the industry to use those process nodes.
The next node after 2nm, A16, is scheduled for 2026, but do you think there is a possibility that Apple might completely skip 2nm?
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1
There is a possibility that the company's stock price may plummet significantly due to Mr. Buffett's passing. This could be an opportunity for investors to gain short-term profits.
For example, it is conceivable to predict a decline in stock prices and take a short position, or to purchase stocks at a discounted price after the decline.
However, in the long term, the company's fundamental value and the capabilities of the management team are important. Depending on the skills of Mr. Buffett's successors, the future of the company could change significantly.
For example, it is conceivable to predict a decline in stock prices and take a short position, or to purchase stocks at a discounted price after the decline.
However, in the long term, the company's fundamental value and the capabilities of the management team are important. Depending on the skills of Mr. Buffett's successors, the future of the company could change significantly.
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2
$Sirius XM (SIRI.US)$ I consider Lear to have no investment value, but with the birth of the Trump administration, Occidental Petroleum (Oxy) is likely to achieve great success.
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3
Currently $NVIDIA (NVDA.US)$ I have Shareholding.
I am considering adding another stock suitable for long-term Shareholding.
Based on the current trend, what do you think is a good stock to invest in?
Which one do you think is better among TSLA, AMD, and AVGO?
I am considering adding another stock suitable for long-term Shareholding.
Based on the current trend, what do you think is a good stock to invest in?
Which one do you think is better among TSLA, AMD, and AVGO?
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7
Was there an opportunity to implement an MBO during the period of low stock prices?
I think there is room for improvement in the decisiveness and speed of action of the management team.
I think there is room for improvement in the decisiveness and speed of action of the management team.
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3
$Alphabet-A (GOOGL.US)$ Regarding the quantum chips, $Taiwan Semiconductor (TSM.US)$ Will they manufacture these chips?
If so, I really look forward to it.
If so, I really look forward to it.
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