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I was told that there is an iFreePlus global trend Technology stock (Z-Tech 20) from Daiwa.
Because it's a market cap-weighted average, the ratio of AAPL and MSFT is too high.
In simulation, $Daiwa iFreeNEXT FANG+ Index (04311181.MF)$ It seems to have been completely defeated.
In that case, how about choosing FANG+ or a portfolio of up to 20 stocks with a Market Cap-weighted average? $Global X US Tech Top 20 ETF (2244.JP)$ It's not good, huh? I'll pass.
$Nikko Tracers S&P500 Top 10 Index Fund (02312245.MF)$ Similar feelings to when だ appeared.
Because it's a market cap-weighted average, the ratio of AAPL and MSFT is too high.
In simulation, $Daiwa iFreeNEXT FANG+ Index (04311181.MF)$ It seems to have been completely defeated.
In that case, how about choosing FANG+ or a portfolio of up to 20 stocks with a Market Cap-weighted average? $Global X US Tech Top 20 ETF (2244.JP)$ It's not good, huh? I'll pass.
$Nikko Tracers S&P500 Top 10 Index Fund (02312245.MF)$ Similar feelings to when だ appeared.
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As a popular investment theme aimed at hitting a tenbagger, Quantum computing is once again in the spotlight Gathering them.
Quantum computing related stocksare Surged in the past monthand its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
MajorReasons for the riseTwo factors can be cited as follows.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will still be a ways off, but progress in commercialization and performance improvement are being observed.
2）Amazon.com's subsidiaryAWSannounced the launch of the Quantum Embark Program, which assists customers in preparing for quantum computing.This will make it easier for companies and organizations to prepare for the adoption of quantum computing, potentially promoting the industry's development.Both of the above events are related to quantum computing stocks.
如上两起事件均与量子计算相关Brightening the outlookThe world of quantum computing.The market size is expected to increase by ten times over the next approximately ten years.It is predicted to expand, and there may be stocks in the industry that achieve tenbagger. This time, in the field of quantum computing...
Quantum computing related stocksare Surged in the past monthand its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
MajorReasons for the riseTwo factors can be cited as follows.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will still be a ways off, but progress in commercialization and performance improvement are being observed.
2）Amazon.com's subsidiaryAWSannounced the launch of the Quantum Embark Program, which assists customers in preparing for quantum computing.This will make it easier for companies and organizations to prepare for the adoption of quantum computing, potentially promoting the industry's development.Both of the above events are related to quantum computing stocks.
如上两起事件均与量子计算相关Brightening the outlookThe world of quantum computing.The market size is expected to increase by ten times over the next approximately ten years.It is predicted to expand, and there may be stocks in the industry that achieve tenbagger. This time, in the field of quantum computing...
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$Alphabet-A (GOOGL.US)$
There is no need to panic.![]()
Important points for investors
Chrome accounts for a relatively small percentage of Google's total revenue, and even if the sale were to happen, it is expected to have minimal impact on the company's search engine and cloud businesses.
Even if a division were to occur, it is considered unlikely that users would switch from Google Search to rival services like Bing or DuckDuckGo.
As in the case of past microsoft scenarios, there is a possibility of a reversal in the appeal trial, or the litigation itself may prolong.
There is no need to panic.
Important points for investors
Chrome accounts for a relatively small percentage of Google's total revenue, and even if the sale were to happen, it is expected to have minimal impact on the company's search engine and cloud businesses.
Even if a division were to occur, it is considered unlikely that users would switch from Google Search to rival services like Bing or DuckDuckGo.
As in the case of past microsoft scenarios, there is a possibility of a reversal in the appeal trial, or the litigation itself may prolong.
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One of the problems with getting to the top is that often there's nowhere else but to fall.
US semiconductor giant NVIDIA has continued rapid growth over the past year and a half, and definitely stood at the top of both the booming artificial intelligence (AI) market and the stock market. In the financial results for the fiscal year ending 8/10 (3rd quarter) announced on the afternoon of the 20th, annual sales broke through the 100 billion dollar (approximately 15 trillion500 billion yen) mark for the first time. That's more than double what it was a year ago. The total market value is 3 trillion 600 billion dollars, which exceeds the US Apple by 100 billion dollars or more.
That last point is particularly symbolic. This is because the enthusiasm surrounding NVIDIA image processing semiconductors (GPUs) for data centers has surpassed the excitement when the new “iPhone (iPhone)” was released in the past. It's not all good, though. It will continue to be difficult to fully meet the expectations that have been raised to become the most valuable company in the world. NVIDIA's financial results for the fiscal year ending August to October surpassed Wall Street's expectations in every category, and the outlook for the November-January fiscal year was similar. However, the difference between company predictions and market consensus predictions was the smallest since last May, when the company's AI business began expanding, and financial results were announced...
US semiconductor giant NVIDIA has continued rapid growth over the past year and a half, and definitely stood at the top of both the booming artificial intelligence (AI) market and the stock market. In the financial results for the fiscal year ending 8/10 (3rd quarter) announced on the afternoon of the 20th, annual sales broke through the 100 billion dollar (approximately 15 trillion500 billion yen) mark for the first time. That's more than double what it was a year ago. The total market value is 3 trillion 600 billion dollars, which exceeds the US Apple by 100 billion dollars or more.
That last point is particularly symbolic. This is because the enthusiasm surrounding NVIDIA image processing semiconductors (GPUs) for data centers has surpassed the excitement when the new “iPhone (iPhone)” was released in the past. It's not all good, though. It will continue to be difficult to fully meet the expectations that have been raised to become the most valuable company in the world. NVIDIA's financial results for the fiscal year ending August to October surpassed Wall Street's expectations in every category, and the outlook for the November-January fiscal year was similar. However, the difference between company predictions and market consensus predictions was the smallest since last May, when the company's AI business began expanding, and financial results were announced...
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$NVIDIA (NVDA.US)$ Announced earnings on November 20. Concerns about delays have emerged.Next-generation AI semiconductor BlackwellRegarding,Jensen Huang, CEOis in full production.It is assumed that, and the November-January quarterplans to ship more than the previous estimatesas stated.2025年on a quarterly basisan increase in shipmentsindicating expectations to exceed current product Hopper for both Hopper and Blackwelldemand for both is exceptionally strong.Good news for suppliers of Nvidia.This can be said.
At the earnings callJensen Huang, CEOBlackwell is expected to achieve shipments of tens of billions this quarter, which is a great achievement for the company.Great partner.Indicated that it was thanks to Mass production of the Blackwell systemTo achieve this,it is necessary to significantly expand the supply chain of components on a large scaleand introduced major suppliers. This time,nvidia's 「Great partner.」からTaking into account the performance outlookand,Top 5 "hidden gems" of NVIDIAPick up...
At the earnings callJensen Huang, CEOBlackwell is expected to achieve shipments of tens of billions this quarter, which is a great achievement for the company.Great partner.Indicated that it was thanks to Mass production of the Blackwell systemTo achieve this,it is necessary to significantly expand the supply chain of components on a large scaleand introduced major suppliers. This time,nvidia's 「Great partner.」からTaking into account the performance outlookand,Top 5 "hidden gems" of NVIDIAPick up...
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183372926 : As a long-term shareholder of Z Tech, I am concerned about whether they will mechanically include countries other than the USA. Being heavily reliant on the USA would pose risks for retirement.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
183372926 : Certainly, Z-Tech currently relies on USA for 80% of its business, but in the future, if the USA declines and India takes over the world dominance, Indian stocks could account for 80% of Z-Tech's business as well.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Even in such a scenario, the invested gold will automatically convert to Indian stocks, so there is no waste.
183372926 Devy OP : Good evening, Devy-san! Personally, I am considering long-term investment of over 40 years, so a drop of about 60% is within the margin of error, and I don't worry about it because I assume it will happen a few times.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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However, the past performance of Orkan is also impressive! But I believe there is a risk of missing out on explosive profits.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
One of the good things about Z-Tech is that if there are stocks experiencing rapid growth, they will swap them out without waiting for the biannual rebalancing. As for concerns with FANG, it's about how many of the FANG companies will still be around in 30 years, I guess.
Considering that a couple of decades ago, Japanese companies dominated the top 10 companies globally...
By the way, the performance gap between FANG and Z-Tech, I think FANG benefited from incorporating NVIDIA early on, but it's not guaranteed to continue the same way in the next 10 years.
Orcan is also a wonderful Commodity ETF!