tk1983
reacted to
$Taiwan Semiconductor (TSM.US)$
The semiconductor industry has an economic cycle of prosperity and recession alternating every 3 to 4 years, known as the Silicon Cycle.
Figure 1 shows the fluctuation rates of the SOX index (Philadelphia Semiconductor Stock Index) composed of major semiconductor stocks in the USA, and the growth rate of global semiconductor revenue (both compared to the same month of the previous year). It can be seen that these are generally correlated. Semiconductor revenue hit bottom at the beginning of 2023 and is currently at a stage of expanding growth rate.
With the advancement of digitization, it is expected that semiconductor demand will increase in a wide range of applications in the future. Recently, the practical use of AI has been rapidly progressing, which will drive demand for further performance improvement and data processing efficiency. Therefore, entering a "Super Cycle" where semiconductor prosperity lasts longer than usual, there is a possibility that the stock prices of related companies may rise not on the usual 3-4 year cycle, but rather over the medium to long term.
The semiconductor industry has an economic cycle of prosperity and recession alternating every 3 to 4 years, known as the Silicon Cycle.
Figure 1 shows the fluctuation rates of the SOX index (Philadelphia Semiconductor Stock Index) composed of major semiconductor stocks in the USA, and the growth rate of global semiconductor revenue (both compared to the same month of the previous year). It can be seen that these are generally correlated. Semiconductor revenue hit bottom at the beginning of 2023 and is currently at a stage of expanding growth rate.
With the advancement of digitization, it is expected that semiconductor demand will increase in a wide range of applications in the future. Recently, the practical use of AI has been rapidly progressing, which will drive demand for further performance improvement and data processing efficiency. Therefore, entering a "Super Cycle" where semiconductor prosperity lasts longer than usual, there is a possibility that the stock prices of related companies may rise not on the usual 3-4 year cycle, but rather over the medium to long term.
Translated
31
1
tk1983
liked
tk1983
liked
Led by the investment god Warren Buffett $Berkshire Hathaway-A (BRK.A.US)$On the 14th, Mr. Buffett disclosed the form 13F for Q3 '23 (report on the holding status of US listed stocks), revealing that he holds approximately 313.257 billion dollars of US stocks.
According to the report, about 79% of Mr. Buffett's portfolio is concentrated in 5 companies, including $Apple (AAPL.US)$(approximately 156.8 billion dollars), $Bank of America (BAC.US)$(approximately 28.3 billion dollars), $American Express (AXP.US)$(approximately 22.6 billion dollars), $Coca-Cola (KO.US)$(approximately 22.4 billion dollars), $Chevron (CVX.US)$(approximately 18.6 billion dollars). Additionally, the petroleum company $Occidental Petroleum (OXY.US)$and the food company $The Kraft Heinz (KHC.US)$are also held by Buffett...
According to the report, about 79% of Mr. Buffett's portfolio is concentrated in 5 companies, including $Apple (AAPL.US)$(approximately 156.8 billion dollars), $Bank of America (BAC.US)$(approximately 28.3 billion dollars), $American Express (AXP.US)$(approximately 22.6 billion dollars), $Coca-Cola (KO.US)$(approximately 22.4 billion dollars), $Chevron (CVX.US)$(approximately 18.6 billion dollars). Additionally, the petroleum company $Occidental Petroleum (OXY.US)$and the food company $The Kraft Heinz (KHC.US)$are also held by Buffett...
Translated
![[Form 13F] What are the latest holdings of investment god Buffett?](https://sgsnsimg.moomoo.com/feed_image/181250687/404f452b9bce3e8197775d3b5573e7d0.png/thumb)
118
32
tk1983
reacted to and commented on
tk1983
liked
To all moomoo users
Investment opportunities are expanding limitlessly in the market! In order to maximize investment opportunities,24-hour trading of US stocks is now availablemoomoo securities is the first in the industry to offer 24-hour trading of US stocks!
During sudden market changesYou can participate in trading anytime, anywhere!
Breaking news and earnings reports can cause the stock price to change dramatically outside of trading hours, and being able to trade 24 hours a day is an advantage of investing in US stocks.
You can trade even outside of trading hours!
From Monday to FridayFrom 10:00 am to 6:00 pmTrading in US stocks will be available from Sunday to Thursday, 8:00 PM to 4:00 AM (US time).
The market is unpredictable. There is an advantage in being able to respond quickly even if there is a major news outside of trading hours that causes a large change in stock prices.
* During standard time (winter time, from the first Monday in November to the second Saturday in March), the trading hours outside of regular hours are from 10:00 AM to 6:00 PM (Japan time).
The commissions remain the same!
Regardless of the trading hours, the commission fees are the same as the regular session trading fees. There are no additional charges!...
Investment opportunities are expanding limitlessly in the market! In order to maximize investment opportunities,24-hour trading of US stocks is now availablemoomoo securities is the first in the industry to offer 24-hour trading of US stocks!
During sudden market changesYou can participate in trading anytime, anywhere!
Breaking news and earnings reports can cause the stock price to change dramatically outside of trading hours, and being able to trade 24 hours a day is an advantage of investing in US stocks.
You can trade even outside of trading hours!
From Monday to FridayFrom 10:00 am to 6:00 pmTrading in US stocks will be available from Sunday to Thursday, 8:00 PM to 4:00 AM (US time).
The market is unpredictable. There is an advantage in being able to respond quickly even if there is a major news outside of trading hours that causes a large change in stock prices.
* During standard time (winter time, from the first Monday in November to the second Saturday in March), the trading hours outside of regular hours are from 10:00 AM to 6:00 PM (Japan time).
The commissions remain the same!
Regardless of the trading hours, the commission fees are the same as the regular session trading fees. There are no additional charges!...
Translated
+4
66
1
14
tk1983
liked
$Asahi Kasei (3407.JP)$
(As of mid-September 2023) This is an article summarizing stock price indicators and financial indicators of Mitsubishi Chemical Group, Sumitomo Chemical, and Asahi Kasei, earnings and profit forecasts up to fiscal 2026, and the average target stock price for analysts one year from now!!
(It's a ↑ link)
(As of mid-September 2023) This is an article summarizing stock price indicators and financial indicators of Mitsubishi Chemical Group, Sumitomo Chemical, and Asahi Kasei, earnings and profit forecasts up to fiscal 2026, and the average target stock price for analysts one year from now!!
(It's a ↑ link)
Translated
4
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)