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$Broadcom(AVGO.US$ Does the SBI person have a proper Broadcom display?
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Energy Transfer to acquire natural gas WTG for $3.25 billion(some excerpts)
Energy Transfer, a major US pipeline operator, has agreed to acquire the natural gas collection and refining company WTG Midstream for 3.25 billion dollars (about 51 billion yen).
According to a statement issued on the 28th, the acquisition will be carried out with cash and shares. It is expected to be completed in July-September (3rd quarter).
Energy Transfer, a major US pipeline operator, has agreed to acquire the natural gas collection and refining company WTG Midstream for 3.25 billion dollars (about 51 billion yen).
According to a statement issued on the 28th, the acquisition will be carried out with cash and shares. It is expected to be completed in July-September (3rd quarter).
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$Micron Technology(MU.US$After financial results were announced on 6/26, stock prices plummeted 8% due to overtime trading. In response to it, $NVIDIA(NVDA.US$It also fell 2% due to overtime trading, and semiconductors generally had a sales advantage.
Micron Technology, a leading semiconductor memory companyisHBM is essential in AI data centersIn the (high bandwidth memory) market3rd place in the world market share(1st place is SK Hynix, 2nd place is Samsung Electronics)It has a high level of attention as an AI-related brand. Micron and $Broadcom(AVGO.US$There are also analysts who evaluate it along with NVIDIA, which is representative of the AI boom. The analyst said that both companies can acquire positions as AI leaders similar to NVIDIA, and 3 companies“AI 3 Musketeers”It's called.
Also,Micron is the “HBM3E...” to be mounted on NVIDIA's AI semiconductor “H200” GPU in February this year
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The king of AI semiconductors $NVIDIA(NVDA.US$After it quickly climbed to the top position in the world in terms of market capitalization, it fell from 1st place on 6/20. The biggest software company $Microsoft(MSFT.US$has taken back the lead. This is because NVIDIA shares fell 3.5% on the 20th, while Microsoft only fell 0.1%.larger compositionAs,“AI hardware sales” V.S. “AI software purchases” are also hiddenI'll do it.
The 20th is not only NVIDIA, $Broadcom(AVGO.US$fell 3.8%, $Micron Technology(MU.US$Will fall 6.0%, etc.AI hardware stocksThe decline is conspicuous. Stock prices for these stocks continued due to the expansion of business performance due to the AI boom, but currently”The upward pitch is too fastThe number of voices saying” has begun to increase. High price alert intensified, and profit-making sales were pushed on the 20th. The next day, the 21st, is “Triple Witching,” and the turbulence associated with it...
The 20th is not only NVIDIA, $Broadcom(AVGO.US$fell 3.8%, $Micron Technology(MU.US$Will fall 6.0%, etc.AI hardware stocksThe decline is conspicuous. Stock prices for these stocks continued due to the expansion of business performance due to the AI boom, but currently”The upward pitch is too fastThe number of voices saying” has begun to increase. High price alert intensified, and profit-making sales were pushed on the 20th. The next day, the 21st, is “Triple Witching,” and the turbulence associated with it...
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Looking back on the first half of 2024, the AI boom and expectations for Fed rate cuts are boosting US stocks. Is the S&P 500 year oldOver 15% increaseThen, after the beginning of this year31st timeThe highest price update of has been achieved. The NASDAQ index is also in the same periodAn increase of approximately 19%And it continues to update the highest price.
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US “explosion” ranking: AI investment opportunities are not over yet! Related stocks soared by as much as 223%
Top 10 stocks that “exploded” in US stocksIf you look at it from,AI investment opportunities are far from overIt is the “leader” of AI semiconductors $NVIDIA(NVDA.US$and the largest company in the external AI server market $Super Micro Computer(SMCI.US$Each of them170%、A sharp rise of 223%I did it. Not only NVIDIA and Super Microcomputer, but since the beginning of this yearThe wave of AI has begun to spread to various fields。
・It was triggered by voices saying that demand for electricity was exploding due to the spread of generative AI, and electricity stocks $Vistra Energy(VST.US$and...
Top 10 stocks that “exploded” in US stocksIf you look at it from,AI investment opportunities are far from overIt is the “leader” of AI semiconductors $NVIDIA(NVDA.US$and the largest company in the external AI server market $Super Micro Computer(SMCI.US$Each of them170%、A sharp rise of 223%I did it. Not only NVIDIA and Super Microcomputer, but since the beginning of this yearThe wave of AI has begun to spread to various fields。
・It was triggered by voices saying that demand for electricity was exploding due to the spread of generative AI, and electricity stocks $Vistra Energy(VST.US$and...
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![[Looking back on the first half of 2024] What are the “10 strongest stocks” of US stocks? AI investment opportunities aren't over yet!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240620/b9e4bb4e23f16c93df2cd42acf4d4b5d.png/thumb?area=105&is_public=true)
![[Looking back on the first half of 2024] What are the “10 strongest stocks” of US stocks? AI investment opportunities aren't over yet!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240620/2a6ce1fe200c8e3dcda1c45cb692ada8.png/thumb?area=105&is_public=true)
![[Looking back on the first half of 2024] What are the “10 strongest stocks” of US stocks? AI investment opportunities aren't over yet!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240619/1718790904183-f2470d5a08.png/thumb?area=105&is_public=true)
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The labor market is beginning to show signs of deceleration as interest rate cuts begin to begin.
The four-week moving average of the number of new US unemployment insurance claims has risen to 207,750, and it has recorded a significant increase since November last year.
The Federal Reserve faces the risk of leading to an unnecessary recession due to delays in the start of interest rate cuts.
However, considering that long-term bonds are being bought due to concerns about a recession, this is a tailwind for the stock market.
The four-week moving average of the number of new US unemployment insurance claims has risen to 207,750, and it has recorded a significant increase since November last year.
The Federal Reserve faces the risk of leading to an unnecessary recession due to delays in the start of interest rate cuts.
However, considering that long-term bonds are being bought due to concerns about a recession, this is a tailwind for the stock market.
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$NVIDIA(NVDA.US$ ofThe stock price is in the 1,100 dollar rangeI put it on.Good financial results and strong demand for AI semiconductorssupports stock appreciation. Meanwhile, it is composed of NVIDIA and its suppliersSOX Index (Philadelphia Semiconductor Stock Index)The day after the all-time high was hit on 5/28FallingI did it. Risk aversion in response to an increase in long-term US interest rates is in the background.
On the other hand,fundamentalsIf you look at it,The earnings outlook for semiconductor stocks led by NVIDIA is generally good. NVIDIA CEO Jensen Huang indicated at the financial results briefing on 5/22 that demand for the latest AI semiconductors is expected to exceed supply over 2025. Not only NVIDIA, but also major suppliers will benefit in terms of performance.
This time,Confirm suppliers with relatively high sales ratios compared to NVIDIA and stocks with strong performance forecastsI tried it. It can be said that it is a stock you want to prepare when adjusting the SOX index.
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NVIDIA's main suppliers
Based on Bloomberg's supplier list (*), NVIDIA...
On the other hand,fundamentalsIf you look at it,The earnings outlook for semiconductor stocks led by NVIDIA is generally good. NVIDIA CEO Jensen Huang indicated at the financial results briefing on 5/22 that demand for the latest AI semiconductors is expected to exceed supply over 2025. Not only NVIDIA, but also major suppliers will benefit in terms of performance.
This time,Confirm suppliers with relatively high sales ratios compared to NVIDIA and stocks with strong performance forecastsI tried it. It can be said that it is a stock you want to prepare when adjusting the SOX index.
Based on Bloomberg's supplier list (*), NVIDIA...
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This article uses automatic translation for some of its parts
As this fiscal season comes to an end, $Microsoft(MSFT.US$ 、 $Apple(AAPL.US$ 、 $NVIDIA(NVDA.US$ 、 $Alphabet-C(GOOG.US$ 、 $Amazon(AMZN.US$ 、 $Meta Platforms(META.US$ 、 $Tesla(TSLA.US$The seven big techs called “Magnificent 7 (7 spectacular brands),” which include, also announced their respective 1st quarter financial results reports.
Looking at each company's business in detail, it became clear that the ratio of cloud services and AI to the big tech business is increasing. Also, each company's ability and investment in AI is beginning to have an impact on each company's performance and earnings, and stock price trends are also influenced to some extent...
As this fiscal season comes to an end, $Microsoft(MSFT.US$ 、 $Apple(AAPL.US$ 、 $NVIDIA(NVDA.US$ 、 $Alphabet-C(GOOG.US$ 、 $Amazon(AMZN.US$ 、 $Meta Platforms(META.US$ 、 $Tesla(TSLA.US$The seven big techs called “Magnificent 7 (7 spectacular brands),” which include, also announced their respective 1st quarter financial results reports.
Looking at each company's business in detail, it became clear that the ratio of cloud services and AI to the big tech business is increasing. Also, each company's ability and investment in AI is beginning to have an impact on each company's performance and earnings, and stock price trends are also influenced to some extent...
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In this report, I will explain important points in considering the Japanese stock exchange rate in 2024, a review of market prices, and stocks that are attracting attention in the future! Be sure to check it out for your future investments!
Market review from January to March 2024
Conventionally, there have been only pessimistic views on Japanese stocks, such as “Japanese stocks are difficult to rise compared to US stocks” and “they have not been able to exceed high prices since the bubble because the Japanese economy has stagnated.” However, January to March 2024 had a very good start. This upward trend in Japanese stocks began around the end of 2023.
In particular, what became a hot topic at the end of 2023 was news such as “Buffett is interested in Japanese stocks,” which was reported every day. As for the content, Japanese stocks were “left undervalued against performance.”
In particular, Japanese companies are conventionally regarded as having low PER and PBR, and can also be evaluated as undervalued from the viewpoint of stock indicators. Furthermore, in 2023, “PBR 1 fold improvement reforms” etc. were reported, and it has become an age where managers must also be more aware of stock price increases. In addition to these news that began in 2023, 2024 notes...
Market review from January to March 2024
Conventionally, there have been only pessimistic views on Japanese stocks, such as “Japanese stocks are difficult to rise compared to US stocks” and “they have not been able to exceed high prices since the bubble because the Japanese economy has stagnated.” However, January to March 2024 had a very good start. This upward trend in Japanese stocks began around the end of 2023.
In particular, what became a hot topic at the end of 2023 was news such as “Buffett is interested in Japanese stocks,” which was reported every day. As for the content, Japanese stocks were “left undervalued against performance.”
In particular, Japanese companies are conventionally regarded as having low PER and PBR, and can also be evaluated as undervalued from the viewpoint of stock indicators. Furthermore, in 2023, “PBR 1 fold improvement reforms” etc. were reported, and it has become an age where managers must also be more aware of stock price increases. In addition to these news that began in 2023, 2024 notes...
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![[Future forecast chart for Japanese stocks] The turbulent 2024 market price and notable stocks...](https://sgsnsimg.moomoo.com/sns_client_feed/181000005/20240415/1713165036994-e2b2448768.jpeg/thumb?area=105&is_public=true)
![[Future forecast chart for Japanese stocks] The turbulent 2024 market price and notable stocks...](https://sgsnsimg.moomoo.com/sns_client_feed/181000005/20240415/1713153276898-c43991632b.png/thumb?area=105&is_public=true)
![[Future forecast chart for Japanese stocks] The turbulent 2024 market price and notable stocks...](https://sgsnsimg.moomoo.com/sns_client_feed/181000005/20240415/1713153227097-def302ed9e.png/thumb?area=105&is_public=true)
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182539626 sokosokoshiawase : What happened?
Broadcom