$NVIDIA (NVDA.US)$
Wasn't it on the 18th when President Trump declared imposing tariffs on Semiconductors? If it's going to crash again at that time, why buy now?
Wasn't it on the 18th when President Trump declared imposing tariffs on Semiconductors? If it's going to crash again at that time, why buy now?
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$Crude Oil Futures(APR5) (CLmain.US)$
Even if Trump is shouting to lower oil prices, they only drop by one dollar. Honestly, I was expecting them to be around fifty dollars, but Trump is nothing special, I'm really disappointed.
Even if Trump is shouting to lower oil prices, they only drop by one dollar. Honestly, I was expecting them to be around fifty dollars, but Trump is nothing special, I'm really disappointed.
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$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
I realized that expensive GPUs like Blackwell are not necessary for AI operations. I understand that we need to develop to increase profits, but at the current stage, it's a complete over-spec. We may see an increase in returns because they are no longer needed.
I realized that expensive GPUs like Blackwell are not necessary for AI operations. I understand that we need to develop to increase profits, but at the current stage, it's a complete over-spec. We may see an increase in returns because they are no longer needed.
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liked
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$USD/JPY (USDJPY.FX)$
Raising interest rates alone in Japan would be meaningless and have no effect, as written in December, and it turned out to be exactly like that. If it had been December, the yen would have been even stronger.
The Bank of Japan has been engaging in too much dialogue and completely missing the timing.
If you want to strengthen the yen, you have no choice but to make a large-scale intervention in the foreign exchange market, causing significant damage to speculators and forcing them to exit.
Raising interest rates alone in Japan would be meaningless and have no effect, as written in December, and it turned out to be exactly like that. If it had been December, the yen would have been even stronger.
The Bank of Japan has been engaging in too much dialogue and completely missing the timing.
If you want to strengthen the yen, you have no choice but to make a large-scale intervention in the foreign exchange market, causing significant damage to speculators and forcing them to exit.
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
With the Trump policies now coming into full swing, it is unlikely to drop significantly from this level for a while. Trump said he would not cause inflation, but his policies have no elements for decline.
The Drill Baby Drill declaration, as well as crude oil and Natural Gas, are not decreasing significantly, and are far from controlling inflation.
5 percent, 6 percent might become the norm.
With the Trump policies now coming into full swing, it is unlikely to drop significantly from this level for a while. Trump said he would not cause inflation, but his policies have no elements for decline.
The Drill Baby Drill declaration, as well as crude oil and Natural Gas, are not decreasing significantly, and are far from controlling inflation.
5 percent, 6 percent might become the norm.
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$USD/JPY (USDJPY.FX)$
Despite the long-term interest rates falling, there is a speculative movement towards depreciation of the Yen. Is the Ministry of Finance doing its job?
Despite the long-term interest rates falling, there is a speculative movement towards depreciation of the Yen. Is the Ministry of Finance doing its job?
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$Advantest (6857.JP)$
Have you been noticing lately that when you look at the 10-minute chart today, it seems like institutional investors are manipulating the stock price. Please be careful.
Have you been noticing lately that when you look at the 10-minute chart today, it seems like institutional investors are manipulating the stock price. Please be careful.
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liked
$Nasdaq Composite Index (.IXIC.US)$ Is anything other than Broadcom not good?
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
In the American, wages are not increasing, unemployment rate is rising, credit card delinquents are increasing, banks are holding unrealized losses, and instead of lowering long-term interest rates to secure profits, they are increasing them. Interest payments on government bonds exceed defense spending, leading to further bond issuances and higher yields. Quite a dire situation.
In the American, wages are not increasing, unemployment rate is rising, credit card delinquents are increasing, banks are holding unrealized losses, and instead of lowering long-term interest rates to secure profits, they are increasing them. Interest payments on government bonds exceed defense spending, leading to further bond issuances and higher yields. Quite a dire situation.
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