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$Apple (AAPL.US)$is scheduled to hold the earnings call for the second quarter of fiscal year 2024 on May 3rd, 6:00 a.m. Japan time. This presentationsubtitle translation formatIf you wish to watch, please click the"Reservations"button.
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The content of this live stream is provided for the convenience of our customers through subtitle translation services. The subtitles are generated using Microsoft Azure and Amazon Translate. We do not provide any type of guarantee regarding the accuracy, reliability, or precision of machine translation from English to Japanese, either explicit or implicit. We are not responsible for any damages caused by the translated content. Please keep this in mind when viewing.
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Apple 2024 Q2 financial results briefing (subtitle translation)
May 2 16:00
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$Arm Holdings (ARM.US)$
Buy more. Isn't this the only choice?
Buy more. Isn't this the only choice?
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Last year, chip design company's $Arm Holdings (ARM.US)$It was one of Wall Street's hottest initial public offerings. Stock prices showed a sharp rise due to hype against artificial intelligence (AI) -related tailwinds, but recently adjustments have been made.Currently, the stock price has fallen nearly 30% from its high price.
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
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The depreciation of the yen progressed this week, didn't it?
How much do you think the dollar and yen will be as of 5/6 when Golden Week ends?
How much do you think the dollar and yen will be as of 5/6 when Golden Week ends?
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
Have you properly positioned yourself even in the $5 range? 😳 It's going to be amazing around 2030 🚀🚀🚀🚀🚀 Don't be deceived by the short-term stock price decline. As mentioned before, Tesla is not a car company 🤖, it's about robots 😳 Those who can't take risks won't get returns ↩️. Many people look down on Tesla, but let's look back around 2030 🚀🤖 First, it's just the beginning with the robot taxi 🚕. Most of the labor might be monopolized by Tesla's robots 🤖 one day 🫣.
Have you properly positioned yourself even in the $5 range? 😳 It's going to be amazing around 2030 🚀🚀🚀🚀🚀 Don't be deceived by the short-term stock price decline. As mentioned before, Tesla is not a car company 🤖, it's about robots 😳 Those who can't take risks won't get returns ↩️. Many people look down on Tesla, but let's look back around 2030 🚀🤖 First, it's just the beginning with the robot taxi 🚕. Most of the labor might be monopolized by Tesla's robots 🤖 one day 🫣.
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Good evening everyone. In the US stock market this week, the Dow average rose by $211.02 compared to the previous day, while the Nasdaq also fell 319.49 points. The Nikkei Average has formed a double top pattern and the downtrend is getting stronger, but since the divergence rate with the 25-day moving average has exceeded 7%, there is also a possibility of a rebound. An adjustment in the semiconductor sector is expected, and investors should be careful about the decline in the NT ratio.
The movement of yen is attracting attention in the exchange market. There was a scene where the appreciation of yen progressed due to a sense of caution against intervention by the government and the Bank of Japan, but due to the uncertainty of the situation in the Middle East and expectations for the Bank of Japan's monetary policy meeting, the balance between yen sales and dollar purchases has been maintained delicately. Careful responses are required to future trends in the exchange market.
Next week, there are many notable economic events, such as the announcement of China's loan prime rate (LPR), the European Consumer Confidence Index, and the Bank of Japan's monetary policy meeting. Also, financial results for major companies such as Tesla and Microsoft are also scheduled to be announced, so the impact on the market is attracting attention. These events will be an important indicator when considering future strategies.
The movement of yen is attracting attention in the exchange market. There was a scene where the appreciation of yen progressed due to a sense of caution against intervention by the government and the Bank of Japan, but due to the uncertainty of the situation in the Middle East and expectations for the Bank of Japan's monetary policy meeting, the balance between yen sales and dollar purchases has been maintained delicately. Careful responses are required to future trends in the exchange market.
Next week, there are many notable economic events, such as the announcement of China's loan prime rate (LPR), the European Consumer Confidence Index, and the Bank of Japan's monetary policy meeting. Also, financial results for major companies such as Tesla and Microsoft are also scheduled to be announced, so the impact on the market is attracting attention. These events will be an important indicator when considering future strategies.
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$Arm Holdings (ARM.US)$
I know semiconductors in general are falling, but aren't they falling too much?
Is it a strategy to make money by buying places where institutional investors are declining before settlement?
I know semiconductors in general are falling, but aren't they falling too much?
Is it a strategy to make money by buying places where institutional investors are declining before settlement?
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$Arm Holdings (ARM.US)$
Huh? What's wrong!? ARM!!
Huh? What's wrong!? ARM!!
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$Arm Holdings (ARM.US)$
There is a feeling that it has dropped significantly, but is it due to year-end factors? I think so. I think it will gradually rise again from here on out.
End of period factors refer to specific corporate or market behavior at the end of a quarter or fiscal year, and this includes profit-taking sales, position adjustments, window dressing, and tax-related transactions. These actions are carried out to improve the appearance of performance reports and aim to manage risk and optimize tax burdens, temporarily increase market volatility, and may have an impact on market trends, particularly towards the end of the fiscal year.
There is a feeling that it has dropped significantly, but is it due to year-end factors? I think so. I think it will gradually rise again from here on out.
End of period factors refer to specific corporate or market behavior at the end of a quarter or fiscal year, and this includes profit-taking sales, position adjustments, window dressing, and tax-related transactions. These actions are carried out to improve the appearance of performance reports and aim to manage risk and optimize tax burdens, temporarily increase market volatility, and may have an impact on market trends, particularly towards the end of the fiscal year.
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