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$Bitcoin(BTC.CC$
Bitcoin has risen significantly. February was the biggest increase with a rise of over 30%.
Now, let's sort out the current situation as we enter March.
First, there's the anomaly.
Compared to monthly anomalies so far for both Bitcoin and Ethereum, counting from above is a faster level of increase. Looking at it positively, this is such a good month, and expectations are growing that 2024 will still be a big market.
Next is sentiment.
We've reached the same level as early January. Since there was a considerable decline in January, it can also be viewed that it will be difficult for it to rise from here on out.
The inflow of Bitcoin ETFs was a 3-day inflow, and BlackRock's IBIT surpassed GBTC's share.
***Summary***
February was a very strong month. Whether or not it will rise again in March is up to the FOMC, but the market is pretty bullish. The US economy is stable, and the situation looks pretty good, such as relaxation by the Chinese government. I think there will be a big drop in March or April, so I'd like to prepare.
Bitcoin has risen significantly. February was the biggest increase with a rise of over 30%.
Now, let's sort out the current situation as we enter March.
First, there's the anomaly.
Compared to monthly anomalies so far for both Bitcoin and Ethereum, counting from above is a faster level of increase. Looking at it positively, this is such a good month, and expectations are growing that 2024 will still be a big market.
Next is sentiment.
We've reached the same level as early January. Since there was a considerable decline in January, it can also be viewed that it will be difficult for it to rise from here on out.
The inflow of Bitcoin ETFs was a 3-day inflow, and BlackRock's IBIT surpassed GBTC's share.
***Summary***
February was a very strong month. Whether or not it will rise again in March is up to the FOMC, but the market is pretty bullish. The US economy is stable, and the situation looks pretty good, such as relaxation by the Chinese government. I think there will be a big drop in March or April, so I'd like to prepare.
Translated
![Is Bitcoin the ceiling??](https://sgsnsimg.moomoo.com/feed_image/181241311/b5ca2393dcff38d683691dfd6f82ad8c.jpg/thumb)
![Is Bitcoin the ceiling??](https://sgsnsimg.moomoo.com/feed_image/181241311/545bfddb6d1634119265d26e6547358f.jpg/thumb)
![Is Bitcoin the ceiling??](https://sgsnsimg.moomoo.com/feed_image/181241311/7fc4916d42dd3e0f9001678ed9020c47.jpg/thumb)
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$NVIDIA(NVDA.US$
is NVIDIA expensive? Even when calculated with the expected EPS, it's around 60 per.
Assuming that EPS has grown 30% per year with a low estimate this year, I think the current stock price is a fair price since it is per47. At the end of the year, I think the forecast for 2025 will be higher again.
Microsoft, Meta, Google, and various others, which have a lot of cash flow, are customers, so I'm telling myself that it's fine.
The worrying point is that they depend on China for 20% of sales.
is NVIDIA expensive? Even when calculated with the expected EPS, it's around 60 per.
Assuming that EPS has grown 30% per year with a low estimate this year, I think the current stock price is a fair price since it is per47. At the end of the year, I think the forecast for 2025 will be higher again.
Microsoft, Meta, Google, and various others, which have a lot of cash flow, are customers, so I'm telling myself that it's fine.
The worrying point is that they depend on China for 20% of sales.
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$Henry Hub Natural Gas Futures(SEP4)(NGmain.US$
Caught 100p in CFD 😭
I wonder if it's going to go all the way to 1.49... I can endure it.
Caught 100p in CFD 😭
I wonder if it's going to go all the way to 1.49... I can endure it.
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February new issuance of 121 billion dollars ➡️ Liberal repo decline accelerates
Commercial real estate loan refinancing peak in March
End of March ➡️ Liberal Repo Depletion March FOMC ➡️ QT Reduction Announcement
April Counter Lending & SRF Operation Begins
May US Government Buyback Program Begins
FOMC ➡️ interest rate cuts begin in June
⭐️ Interest rate and stock price forecasts associated with the above factors
Interest rates/stock prices
February ↔️ ↔️
March ⤴️ ⤵️
April ⤵️ ⤴️
May ⤵️ ⤴️
June ⤴️ ⤵️
*Since excess money will play a decline in interest rates and stock appreciation due to various mitigations and interest rate cuts until 6/12 FOMC, the 6/12 interest rate cut will cause a profit rush and stock prices will be adjusted
Commercial real estate loan refinancing peak in March
End of March ➡️ Liberal Repo Depletion March FOMC ➡️ QT Reduction Announcement
April Counter Lending & SRF Operation Begins
May US Government Buyback Program Begins
FOMC ➡️ interest rate cuts begin in June
⭐️ Interest rate and stock price forecasts associated with the above factors
Interest rates/stock prices
February ↔️ ↔️
March ⤴️ ⤵️
April ⤵️ ⤴️
May ⤵️ ⤴️
June ⤴️ ⤵️
*Since excess money will play a decline in interest rates and stock appreciation due to various mitigations and interest rate cuts until 6/12 FOMC, the 6/12 interest rate cut will cause a profit rush and stock prices will be adjusted
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Columns Will stock prices continue to rise in 2024? Wall Street experts' rave semiconductor stock list
This article uses automatic translation for some of its parts
The US Philadelphia Semiconductor Stock Index consists of major semiconductor stocks $PHLX Semiconductor Index(.SOX.US$It achieved an increase of nearly 60% in 2023. It started when US President Biden stated that manufacturing of semiconductors used in national defense would be strengthened, and investment money was flowing into related stocks due to expectations that it would lead to an improvement in market conditions.
Will that trend continue in 2024? The semiconductor stocks in the US market that Wall Street experts rave about are as follows.
$GlobalFoundries(GFS.US$ $NVIDIA(NVDA.US$ $ASML Holding(ASML.US$ $Micron Technology(MU.US$ $Applied Materials(AMAT.US$ $Taiwan Semiconductor(TSM.US$ $Marvell Technology(MRVL.US$ $Monolithic Power Systems(MPWR.US$ $Broadcom(AVGO.US$ $Advanced Micro Devices(AMD.US$
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The US Philadelphia Semiconductor Stock Index consists of major semiconductor stocks $PHLX Semiconductor Index(.SOX.US$It achieved an increase of nearly 60% in 2023. It started when US President Biden stated that manufacturing of semiconductors used in national defense would be strengthened, and investment money was flowing into related stocks due to expectations that it would lead to an improvement in market conditions.
Will that trend continue in 2024? The semiconductor stocks in the US market that Wall Street experts rave about are as follows.
$GlobalFoundries(GFS.US$ $NVIDIA(NVDA.US$ $ASML Holding(ASML.US$ $Micron Technology(MU.US$ $Applied Materials(AMAT.US$ $Taiwan Semiconductor(TSM.US$ $Marvell Technology(MRVL.US$ $Monolithic Power Systems(MPWR.US$ $Broadcom(AVGO.US$ $Advanced Micro Devices(AMD.US$
...
Translated
![Will stock prices continue to rise in 2024? Wall Street experts' rave semiconductor stock list](https://sgsnsimg.moomoo.com/feed_image/181250687/5b9c52e2dd8d3f3c924eec6d5908c12a.png/thumb)
![Will stock prices continue to rise in 2024? Wall Street experts' rave semiconductor stock list](https://sgsnsimg.moomoo.com/feed_image/181250687/4e4a45b2ee913e939f20c22345b5e37a.png/thumb)
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USA 2024/1/18
Information on American stock holdings
Information on American stock holdings
Translated
![Pay attention to whether technical buybacks will gather due to the rise in long-term interest rates [audio version]](https://sgsnsimg.moomoo.com/2024011800000609c0583b3d3e6.jpg/thumb)
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After all, Japanese stocks have been interesting recently. Even if you just take a quick look at the stocks on the watch list, you can quickly find a number of good investment targets.
It seems interesting to find good stocks that seem like they can aim for 2 times 3 times and try to buy them with all their might.
7 to 8 brands are listed on Go Communications from those found. It seems like communication will be too profitable since the beginning of the year.
How to use the watchlist is posted on YouTube, so search for “Gavel Watchlist.”
It seems interesting to find good stocks that seem like they can aim for 2 times 3 times and try to buy them with all their might.
7 to 8 brands are listed on Go Communications from those found. It seems like communication will be too profitable since the beginning of the year.
How to use the watchlist is posted on YouTube, so search for “Gavel Watchlist.”
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2024 is the year of the dragon, so it is the year with the best past performance in the zodiac. Last year was amazing, but I hope this year will also be a good year to rise further like a rising dragon. Japanese stocks are delicate in the latter half of 2023 and are currently gaining strength, so I think there is a good possibility that it will be a good start. Let's look forward to it.
Translated
![Year of the Dragon is the year with the best performance](https://sgsnsimg.moomoo.com/feed_image/182177649/f9f73793806d3f038fd2e2d2910118e3.webp/bigjpg)
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$Bitcoin(BTC.CC$
ARK Investment's ETF approval date has expired on 1/10. Also, BlackRock's ETF approval date is also expected to be 1/10.
Below is the current list of each company's application and approval deadlines.
Quote Bloomberg
Market environment
-Currently, Bitcoin has hit a temporary bottom and is rebounding.
-Bitcoin dominance has hit a short-term ceiling, and funds are once again being raised in altcoins.
- There is no change in Ethereum dominance, and volatility is low.
The line of sight does not change in the upward direction.
However, when I look at SNS (X) TL, I feel that the following predictions are common.
Approval → $50000 to $60000
Unapproved → $34000 to $37000
Let's trade after taking into account that there is a fluctuation range described above.
ARK Investment's ETF approval date has expired on 1/10. Also, BlackRock's ETF approval date is also expected to be 1/10.
Below is the current list of each company's application and approval deadlines.
Quote Bloomberg
Market environment
-Currently, Bitcoin has hit a temporary bottom and is rebounding.
-Bitcoin dominance has hit a short-term ceiling, and funds are once again being raised in altcoins.
- There is no change in Ethereum dominance, and volatility is low.
The line of sight does not change in the upward direction.
However, when I look at SNS (X) TL, I feel that the following predictions are common.
Approval → $50000 to $60000
Unapproved → $34000 to $37000
Let's trade after taking into account that there is a fluctuation range described above.
Translated
![ETF approval date is approaching](https://sgsnsimg.moomoo.com/feed_image/181241311/e422be67336e30258d32a0beb9741901.jpg/thumb)
![ETF approval date is approaching](https://sgsnsimg.moomoo.com/feed_image/181241311/607fd512a28a310fa948928019f1b5bd.jpg/thumb)
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$Vanguard High Dividend Yield ETF(VYM.US$
When I think about which ETF to buy every month with the aim of high dividends, I end up choosing JEPQ which has a dividend yield of 10% or more and is not an octopus even if it is a monthly distribution type, and I inevitably don't look at VYM, which has a high unit price due to a slight increase in dividends with a dividend yield of 3%.
However, in the streets, it is said that VYM is the royal road for high dividend management. I feel that JEPQ probably surpasses JEPQ in terms of total return, but even so, please tell me why everyone recommends VYM.
When I think about which ETF to buy every month with the aim of high dividends, I end up choosing JEPQ which has a dividend yield of 10% or more and is not an octopus even if it is a monthly distribution type, and I inevitably don't look at VYM, which has a high unit price due to a slight increase in dividends with a dividend yield of 3%.
However, in the streets, it is said that VYM is the royal road for high dividend management. I feel that JEPQ probably surpasses JEPQ in terms of total return, but even so, please tell me why everyone recommends VYM.
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182759896 : A completely different explanation from the day before