This week's points
Solid developments in Japanese stocks are expected this week. The Nikkei Average is a reaction where the price dropped by over 1000 yen last week,Buying with the aim of repulsing autonomyIt looks like it's going in. Meanwhile, financial results for major companies at home and abroad were announced, and performance trends were used as cluesLooking for individual stocksIt seems like it's progressing. Received a recent dropPush buyIt also supports the market price. However, next week, in addition to the US Federal Open Market Committee (FOMC) and Bank of Japan monetary policy meetings, $Microsoft(MSFT.US)$They are preparing to announce financial results for major US high-tech companies, etc., and it is unlikely that it will be drastically high. On the other hand, it was also pointed out that when the exchange rate swings further in the direction of yen appreciation, it is easy to sell mainly export stocks, and caution is necessary.
Domestically $Nidec(6594.JP)$Attention is drawn to the financial results. According to Bloomberg Intelligence, operating profit began in the January-March fiscal year due to strong demand for AI server applicationsThe possibility of a rapid recoveryThere is. If orders are on a recovery trend, I think anxiety about the future will be dispelled even if there is no upward correction...

A glass manufacturer with 170 years of history, $Corning(GLW.US)$ButSudden rise as a hidden AI stock. Corning announced on 7/8Strong performance of new optical connectivity products for generative AICore sales (provisional value) for the April-6 fiscal year due toStock prices surged 12% after an upward correctionI did it.In the AI boom $NVIDIA(NVDA.US)$Other than that, they are looking for something other thanmidst、Corning is likely to receive even more attention in the future as a unique AI brand。
(In response to an upward revision of Corning's earnings forecast, the “three electric cable companies” in the Japanese market on 7/9 $Fujikura(5803.JP)$Ya $Furukawa Electric(5801.JP)$、 $Sumitomo Electric Industries(5802.JP)$was bought. Of 6/7”AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks(See also”.)
First of all, what kind of company is Corning?
Corning began by making glass cases for light bulbs by inventor Edison, and 170...

come on! Investment activities for the second half of 2024 have begun this week, haven't they? whereinMarket conditions for US stocks in the first half of the yearLet's take a look back. $NVIDIA(NVDA.US)$The stock price of has soared, $Tesla(TSLA.US)$The large price movement in the stock price made many shareholders think about it.meme stock(Stocks that are actively exchanged on SNS) have risen drastically, and the US Federal Reserve (Fed) interest rate policy has also aroused investors' curiosity.
How do moomoo users do in this complicated and volatile stock marketThe portfolio was adjustedMaybe it is? Let's take a look at earnings for the first half of this year!
@Sato Koji: What an amazing achievement!Based on the content of Sato Koji's post, it seems that he is a serious person about investing. Especially the latter half of the post“Predicting the future”It is helpful information for many investors. We look forward to your continued support!
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@luuuu: Determining the timing of trading is certainly difficult. Let's do our best to reach our goals!
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This article uses automatic translation for some of its parts
Last week, Musk commented on X (old Twitter) that FSD is progressing smoothly. He said FSD 12.4.1 has been released to Tesla employees. If all goes well, it is scheduled to be released to a handful of external customers by the end of this week.
Musk also commented that FSD 12.4.1 is advanced enough to be called V13. Furthermore, $Tesla(TSLA.US)$It was stated that the other two releases in stages should be V14 and V15, respectively. Also, he added that if known bugs are fixed, it will take more than 1 year of operation for FSD to trigger manual intervention.
US Tesla will completely revamp autonomous driving software with the release of the FSD V12. The keyword is “end to end (end to end, E2E)”. Since the release of FSD V12, the speed of FSD updates has been getting faster and faster, and major progress has been made each time.
Such technology “infinitely increases accuracy and explores the cost of autonomous driving...

The split is being scheduled for this weekend (*) $NVIDIA(NVDA.US)$ ofJenson Huang CEOPrior to the opening of the Taipei International Computer Fair (Computex)Keynote speech on June 2ndI did it.Next day, 6/3, NVIDIA shares rose 4.9%Then,All major supplier brands were also bought。
It was a lecture that spanned about 2 hours,What did CEO Juan say。In addition to the details, check out the companies involved in the “next wave” of AI that Mr. Huang emphasizedI tried it.
*NVIDIA announced that it would split 1 share into 10 shares when financial results were announced in late May. The last day to grant rights is scheduled for 6/7 (local time, same as below), and the date of revocation of rights is scheduled for 6/10.
What CEO Juan mainly talked about
● “A new era of computing has begun”, “The next industrial revolution has begun”
“All data centers will be accelerated (by AI accelerators or AI chips) in the near future”, “with almost every interaction with the internet or computer, somewhere...