$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
How many interest rate cuts will be implemented during the year? While there are rumors that commercial facility loans in the US are starting to burn out, it is also a mystery that the regional bank may be making provisions. If interest rates were high and no provision for loans had been made, it would be a pretty bad situation. There is a high possibility that the regional bank will also go bankrupt due to the recording of reserves. It is not strange that some kind of pressure is applied to forcibly lower interest rates in order to recover loans. When will it be implemented?
There are many people who say that there is no point in comparing it to subprime, but there is no denying the possibility that a crash with a different dimension will occur.
How many interest rate cuts will be implemented during the year? While there are rumors that commercial facility loans in the US are starting to burn out, it is also a mystery that the regional bank may be making provisions. If interest rates were high and no provision for loans had been made, it would be a pretty bad situation. There is a high possibility that the regional bank will also go bankrupt due to the recording of reserves. It is not strange that some kind of pressure is applied to forcibly lower interest rates in order to recover loans. When will it be implemented?
There are many people who say that there is no point in comparing it to subprime, but there is no denying the possibility that a crash with a different dimension will occur.
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
Example delay issue. From the point of view of major tech, it's a big problem. There is a possibility that AI support will go wrong next fiscal year and beyond.
Will the semiconductor sector continue its downward trend until NVDA financial results? If guidance is lost in the NVDA financial results at the end of August, there is no denying the possibility that a major crash in the true sense of the word will occur. Situations that cannot be explained in technical terms may occur.
Is it possible that emergency interest rate cuts will be implemented and preparations for an upward trend similar to financial exchange rates from next fiscal year onwards will be carried out under pressure from the government's earliest response?
Either way, it might be a good idea to keep quiet now.
Example delay issue. From the point of view of major tech, it's a big problem. There is a possibility that AI support will go wrong next fiscal year and beyond.
Will the semiconductor sector continue its downward trend until NVDA financial results? If guidance is lost in the NVDA financial results at the end of August, there is no denying the possibility that a major crash in the true sense of the word will occur. Situations that cannot be explained in technical terms may occur.
Is it possible that emergency interest rate cuts will be implemented and preparations for an upward trend similar to financial exchange rates from next fiscal year onwards will be carried out under pressure from the government's earliest response?
Either way, it might be a good idea to keep quiet now.
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
It may drop by about 20% from now on. However, it is also a perfect time to increase the number of cards. People who can afford money increase with savings, and those who have invested in full are recommended to make additional purchases when a recession occurs.
2025 will be an age where Tesla will flap its wings. A bright future is right around the corner. I put in extra capacity with TMF, secured profits, and then made additional purchases with TSLL again.
Interest rates were cut, and when 2-year bond yields hit the 2% range, it was clearly time to fully buy stocks.
Growth has been bought, and a boom is being seen again.
Energy, FSD, Optimus, RoboTaxi, NACS, etc. Tesla's image is a comprehensive infrastructure company!
The future is bright!!
It may drop by about 20% from now on. However, it is also a perfect time to increase the number of cards. People who can afford money increase with savings, and those who have invested in full are recommended to make additional purchases when a recession occurs.
2025 will be an age where Tesla will flap its wings. A bright future is right around the corner. I put in extra capacity with TMF, secured profits, and then made additional purchases with TSLL again.
Interest rates were cut, and when 2-year bond yields hit the 2% range, it was clearly time to fully buy stocks.
Growth has been bought, and a boom is being seen again.
Energy, FSD, Optimus, RoboTaxi, NACS, etc. Tesla's image is a comprehensive infrastructure company!
The future is bright!!
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$
Great position for TMF. The word recession will probably fly around in the news from summer to fall 2025. At that time, the entire stock was in a cascade state. We recommend that you do your best to buy robot brands at that timing.
Right now, anyway, I can't overdo it by buying stocks. Rather, secure profits with TMF, which incorporates interest rate cuts, and prepare for next year.
Great position for TMF. The word recession will probably fly around in the news from summer to fall 2025. At that time, the entire stock was in a cascade state. We recommend that you do your best to buy robot brands at that timing.
Right now, anyway, I can't overdo it by buying stocks. Rather, secure profits with TMF, which incorporates interest rate cuts, and prepare for next year.
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
The fact that 2Q EPS had excluded restructuring costs would have exceeded analysts' expectations.
Despite the fact that lithium prices fell and there were factors that lowered manufacturing costs, the reason why the gross margin ratio was not much different from 1Q in the EV business this time is influenced by FIFO accounting rules. Due to production adjustments in 23Q4 and 24Q1, lithium should have been used when lithium prices were still high this 2Q. It is a fact that the number of units sold was earned, and even though sales were cool, the cost was more than expected. After the 3rd quarter, it is possible to lower manufacturing costs by using cheaper lithium.
In other words, the gross margin ratio improves dramatically. If energy were added to this, it would be ridiculous!!
The fact that 2Q EPS had excluded restructuring costs would have exceeded analysts' expectations.
Despite the fact that lithium prices fell and there were factors that lowered manufacturing costs, the reason why the gross margin ratio was not much different from 1Q in the EV business this time is influenced by FIFO accounting rules. Due to production adjustments in 23Q4 and 24Q1, lithium should have been used when lithium prices were still high this 2Q. It is a fact that the number of units sold was earned, and even though sales were cool, the cost was more than expected. After the 3rd quarter, it is possible to lower manufacturing costs by using cheaper lithium.
In other words, the gross margin ratio improves dramatically. If energy were added to this, it would be ridiculous!!
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
While institutions are currently setting up short sales at a furious pace, it is individuals who fall prey to it.
After all, it is a shareholder structure where individuals account for about half.
The current Tesla stock price is in the middle of forming a story based only on EV profit margins. While there is a possibility that energy will be on par with EV sales at the end of this fiscal year, there is no need to be bearish. If energy is strong and EVs produce profit margins similar to last year, stock prices will bounce ridiculously.
First, calm down.
While institutions are currently setting up short sales at a furious pace, it is individuals who fall prey to it.
After all, it is a shareholder structure where individuals account for about half.
The current Tesla stock price is in the middle of forming a story based only on EV profit margins. While there is a possibility that energy will be on par with EV sales at the end of this fiscal year, there is no need to be bearish. If energy is strong and EVs produce profit margins similar to last year, stock prices will bounce ridiculously.
First, calm down.
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
Elon's remarks
Optimus will be produced in 2025, and Optimus will be produced at a high pitch in 2026!
The industrial revolution!
Elon's remarks
Optimus will be produced in 2025, and Optimus will be produced at a high pitch in 2026!
The industrial revolution!
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
According to Morsta
By selling 1 megapack battery, Tesla is making as much profit as selling 100 EVs.
That's it.
According to the company, it is predicted that 140 GWh of batteries per year will be introduced in 2030, and if this is correct, it is equivalent to about 30% of the global battery storage market.
According to Morsta
By selling 1 megapack battery, Tesla is making as much profit as selling 100 EVs.
That's it.
According to the company, it is predicted that 140 GWh of batteries per year will be introduced in 2030, and if this is correct, it is equivalent to about 30% of the global battery storage market.
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
British company uses Tesla batteries to build electricity storage project in France
British company uses Tesla batteries to build electricity storage project in France
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$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
It was confirmed that the Shanghai Megafactory will be completed by 2025.
The Shanghai Megafactory will be Tesla's first energy storage battery factory outside the US.
Production at the mega factory is scheduled to begin in the first quarter of 2025.
Once the mega-factory is in operation, it will be possible to produce up to 10,000 megapacks per year.
It was confirmed that the Shanghai Megafactory will be completed by 2025.
The Shanghai Megafactory will be Tesla's first energy storage battery factory outside the US.
Production at the mega factory is scheduled to begin in the first quarter of 2025.
Once the mega-factory is in operation, it will be possible to produce up to 10,000 megapacks per year.
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shinue OP シャケちゃ : I wonder if I have no choice but to watch how it falls. I expect that once the clean-up is completed, we will enter the financial market.