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In Japan's market conditions, the yen has reversed its decline, while speculation on narrowing interest rate differentials has slightly retreated, and semiconductor stocks have risen.
November 28, 2024 16:02 JST (excerpt)
In the Japanese market on the 28th, the yen exchange rate has suddenly fallen against the dollar. There is a reaction from the significant buying of the yen due to speculation on the narrowing interest rate differential between Japan and the USA. Semiconductor-related stocks were bought on expectations around the U.S. government's semiconductor regulations on China, leading to an increase in stock prices.
The Tokyo stock market, which had started to fall, turned into an uptrend. There is a possibility that the additional regulations on Chinese semiconductors by the United States will not be as strict as previously expected, leading to a sharp rise in semiconductor manufacturing equipment stocks such as Tokyo Electron and KOKUSAI ELECTRIC.
Bond market has risen. In addition to the decline in long-term interest rates in the United States, the results of government bond purchases were generally satisfactory and became a support factor for the market. According to the Tankan survey released by the Bank of Japan on April 1st, the Business Conditions Index (DI) for large manufacturing companies, which indicates the sentiment of the business environment, worsened by 2 points from the previous survey in December 2023 (plus 13) to plus 11. This is the first deterioration in 4 quarters. The sentiment of the related industries worsened due to a decrease in automobile production caused by quality control issues.The yen suddenly fell in the Japanese market conditions, with expectations of a narrowing interest rate spread slightly receding - semiconductor stocks rising.
November 28, 2024 16:02 JST (excerpt)
In the Japanese market on the 28th, the yen exchange rate has suddenly fallen against the dollar. There is a reaction from the significant buying of the yen due to speculation on the narrowing interest rate differential between Japan and the USA. Semiconductor-related stocks were bought on expectations around the U.S. government's semiconductor regulations on China, leading to an increase in stock prices.
The Tokyo stock market, which had started to fall, turned into an uptrend. There is a possibility that the additional regulations on Chinese semiconductors by the United States will not be as strict as previously expected, leading to a sharp rise in semiconductor manufacturing equipment stocks such as Tokyo Electron and KOKUSAI ELECTRIC.
Bond market has risen. In addition to the decline in long-term interest rates in the United States, the results of government bond purchases were generally satisfactory and became a support factor for the market. According to the Tankan survey released by the Bank of Japan on April 1st, the Business Conditions Index (DI) for large manufacturing companies, which indicates the sentiment of the business environment, worsened by 2 points from the previous survey in December 2023 (plus 13) to plus 11. This is the first deterioration in 4 quarters. The sentiment of the related industries worsened due to a decrease in automobile production caused by quality control issues.The yen suddenly fell in the Japanese market conditions, with expectations of a narrowing interest rate spread slightly receding - semiconductor stocks rising.
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Quantum-related stocks are currently experiencing a significant surge.
As you may already know, nvidia plays a role in providing the environment and tools for utilizing quantum computers, unlike companies directly manufacturing quantum computers (such as D-Wave, IonQ, Rigetti, etc).
nvidia, mainly known for GPU (Graphics Processing Unit) and AI-related technologies, is actively involved in the field of quantum computing. However, nvidia does not directly manufacture quantum computers, but provides software and hardware solutions to simulate quantum computing and support quantum technology development.
To fully leverage the performance of quantum computers, fast simulations and collaboration with classical computers are essential, and nvidia is a significant player in providing that foundation.
You may already be familiar with quantum-related topics, but Nvidia has developed quantum computing simulation software...
As you may already know, nvidia plays a role in providing the environment and tools for utilizing quantum computers, unlike companies directly manufacturing quantum computers (such as D-Wave, IonQ, Rigetti, etc).
nvidia, mainly known for GPU (Graphics Processing Unit) and AI-related technologies, is actively involved in the field of quantum computing. However, nvidia does not directly manufacture quantum computers, but provides software and hardware solutions to simulate quantum computing and support quantum technology development.
To fully leverage the performance of quantum computers, fast simulations and collaboration with classical computers are essential, and nvidia is a significant player in providing that foundation.
You may already be familiar with quantum-related topics, but Nvidia has developed quantum computing simulation software...
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$VIX Index Futures(DEC4) (VXmain.US)$
What is the recent VIX trend?
Last year at this time, the year-end rally had VIX fluctuating from 14 to 13, steadily declining without any rise for days. This year, it seems to bounce back quickly and slightly higher, so please start dropping from today ⤵️.![]()
What is the recent VIX trend?
Last year at this time, the year-end rally had VIX fluctuating from 14 to 13, steadily declining without any rise for days. This year, it seems to bounce back quickly and slightly higher, so please start dropping from today ⤵️.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Good evening.![]()
Since it dropped to 135.00 overnight and is hovering at 136, it's time for a reassessment and an early financial estimate for tonight.![]()
It feels like it will bounce back up after dropping to 135, right?![]()
I think there will be an oversold bounce for retesting the micro support levels of 138.20/140.18/141.77.![]()
If the micro support levels are surpassed, the downward pressure will be invalidated. Breaking the resistance at 143.95 and then at 149.06 will invalidate the downward pressure, potentially leading to an upward trend towards a Christmas rally.![]()
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If 149.06 is breached, the extended target is 152.![]()
There might even be a possibility of reaching 164 by Christmas.![]()
If 138.20 is not breached, there is a possibility of a breakdown to the support at 132.07/128.60.![]()
I prefer Kentucky over turkey for Thanksgiving, but it's cold so I'll go with duck.![]()
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I will post financial estimates again before the opening.![]()
Well then, see you later.![]()
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Good evening.
Since it dropped to 135.00 overnight and is hovering at 136, it's time for a reassessment and an early financial estimate for tonight.
It feels like it will bounce back up after dropping to 135, right?
I think there will be an oversold bounce for retesting the micro support levels of 138.20/140.18/141.77.
If 149.06 is breached, the extended target is 152.
If 138.20 is not breached, there is a possibility of a breakdown to the support at 132.07/128.60.
I prefer Kentucky over turkey for Thanksgiving, but it's cold so I'll go with duck.
I will post financial estimates again before the opening.
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Small-cap stocks in the US are being bought, indicating the start of the high stock season from this week and implied by history.
November 26, 2024 11:02 JST (excerpt).
The Russell 2000 index is up 1.5%, nearing an all-time high.
U.S. stocks tend to rise from the Tuesday before Thanksgiving to the second day of the new year.
In the U.S. stock market on the 25th, buying was seen in small-cap stocks considered the most risky. The Russell 2000 index rose by 1.5%, inching closer to its highest closing price in nearly three years.
This week historically marks a period in which the U.S. stock market enters a seasonal uptrend. According to the Stock Trader's Almanac, the S&P 500 index has had an 80% chance of rising from the Tuesday before Thanksgiving to the second day of the new year since 1950, with an average increase of 2.6%. Small-cap stocks have performed even better, with the Russell 2000 index rising by an average of 3.3% since its inception in 1979.
Jeffrey Hirsch, the editor of the Stock Trader's Almanac, said in a phone interview, "It's difficult to go against the market trend right now. You can't go against the trend." The S&P 500 index has gained 20% so far this year...
November 26, 2024 11:02 JST (excerpt).
The Russell 2000 index is up 1.5%, nearing an all-time high.
U.S. stocks tend to rise from the Tuesday before Thanksgiving to the second day of the new year.
In the U.S. stock market on the 25th, buying was seen in small-cap stocks considered the most risky. The Russell 2000 index rose by 1.5%, inching closer to its highest closing price in nearly three years.
This week historically marks a period in which the U.S. stock market enters a seasonal uptrend. According to the Stock Trader's Almanac, the S&P 500 index has had an 80% chance of rising from the Tuesday before Thanksgiving to the second day of the new year since 1950, with an average increase of 2.6%. Small-cap stocks have performed even better, with the Russell 2000 index rising by an average of 3.3% since its inception in 1979.
Jeffrey Hirsch, the editor of the Stock Trader's Almanac, said in a phone interview, "It's difficult to go against the market trend right now. You can't go against the trend." The S&P 500 index has gained 20% so far this year...
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$XAU/USD (XAUUSD.CFD)$
$Gold Futures(FEB5) (GCmain.US)$
Fundamentally, it seems to be rising, but I have a feeling that the candlestick chart might range?![]()
$Gold Futures(FEB5) (GCmain.US)$
Fundamentally, it seems to be rising, but I have a feeling that the candlestick chart might range?
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One of the problems with getting to the top is that often there's nowhere else but to fall.
US semiconductor giant NVIDIA has continued rapid growth over the past year and a half, and definitely stood at the top of both the booming artificial intelligence (AI) market and the stock market. In the financial results for the fiscal year ending 8/10 (3rd quarter) announced on the afternoon of the 20th, annual sales broke through the 100 billion dollar (approximately 15 trillion500 billion yen) mark for the first time. That's more than double what it was a year ago. The total market value is 3 trillion 600 billion dollars, which exceeds the US Apple by 100 billion dollars or more.
That last point is particularly symbolic. This is because the enthusiasm surrounding NVIDIA image processing semiconductors (GPUs) for data centers has surpassed the excitement when the new “iPhone (iPhone)” was released in the past. It's not all good, though. It will continue to be difficult to fully meet the expectations that have been raised to become the most valuable company in the world. NVIDIA's financial results for the fiscal year ending August to October surpassed Wall Street's expectations in every category, and the outlook for the November-January fiscal year was similar. However, the difference between company predictions and market consensus predictions was the smallest since last May, when the company's AI business began expanding, and financial results were announced...
US semiconductor giant NVIDIA has continued rapid growth over the past year and a half, and definitely stood at the top of both the booming artificial intelligence (AI) market and the stock market. In the financial results for the fiscal year ending 8/10 (3rd quarter) announced on the afternoon of the 20th, annual sales broke through the 100 billion dollar (approximately 15 trillion500 billion yen) mark for the first time. That's more than double what it was a year ago. The total market value is 3 trillion 600 billion dollars, which exceeds the US Apple by 100 billion dollars or more.
That last point is particularly symbolic. This is because the enthusiasm surrounding NVIDIA image processing semiconductors (GPUs) for data centers has surpassed the excitement when the new “iPhone (iPhone)” was released in the past. It's not all good, though. It will continue to be difficult to fully meet the expectations that have been raised to become the most valuable company in the world. NVIDIA's financial results for the fiscal year ending August to October surpassed Wall Street's expectations in every category, and the outlook for the November-January fiscal year was similar. However, the difference between company predictions and market consensus predictions was the smallest since last May, when the company's AI business began expanding, and financial results were announced...
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I am assessing the quality of the product.
Due to limited funds![]()
Let's go back to the basics and research on Kabutan until you feel sick~
Due to limited funds
Let's go back to the basics and research on Kabutan until you feel sick~
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Closely monitor the trends of technology stocks, approaching levels that may trigger a departure from USA stocks - Bank of America Corp.
November 23, 2024 0:49 JST (excerpt)
A strong catalyst to promote the resolution of 'US exceptionalism' trade
Expecting high yields to stand still, with stock recommendations for China and the European index, etc.
The NASDAQ 100 Index, which has a high proportion of high-tech stocks, is approaching levels that could trigger a reversal of preference for US stocks compared to the S&P 500 stock price index, according to Bank of America (BoA).
The relative price of the NASDAQ 100 Index compared to the S&P 500 Index has been trending above the high set in 2000, becoming a factor for investors to continue going long on US high-tech stocks and the dollar, as noted by the team led by Michael Hartnett at BoA. If this level is breached, it would serve as a strong catalyst to prompt the dissipation of the "US exceptionalism" trade, as stated in the report.
November 23, 2024 0:49 JST (excerpt)
A strong catalyst to promote the resolution of 'US exceptionalism' trade
Expecting high yields to stand still, with stock recommendations for China and the European index, etc.
The NASDAQ 100 Index, which has a high proportion of high-tech stocks, is approaching levels that could trigger a reversal of preference for US stocks compared to the S&P 500 stock price index, according to Bank of America (BoA).
The relative price of the NASDAQ 100 Index compared to the S&P 500 Index has been trending above the high set in 2000, becoming a factor for investors to continue going long on US high-tech stocks and the dollar, as noted by the team led by Michael Hartnett at BoA. If this level is breached, it would serve as a strong catalyst to prompt the dissipation of the "US exceptionalism" trade, as stated in the report.
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