Riresa
reacted to and commented on
$USD/JPY (USDJPY.FX)$
Today, dollar assets are turning into scraps again...
Today, dollar assets are turning into scraps again...
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Riresa
commented on
$Micron Technology (MU.US)$ It did not have a good start at the securities exchange this week. The company's stock price fell nearly 4% after analysts tracking the company lowered their target stock price. This decline was significantly sharper than the 0.3% drop in the S&P500 stock price index.
A $10 decrease in price.
The target stock price was lowered by Neidham's Quin Bolton. Bolton reset Micron's target stock price from $150 to $140 before Monday's market open and maintained a buy recommendation.
This adjustment took place after Neidham's annual semiconductor industry conference. During the conference, Micron's management suggested that shipments of memory products for the first quarter of fiscal 2025 (scheduled to start in September) would remain flat compared to the previous quarter. According to Bolton, Micron had initially expected shipments to 'slightly increase.'
The analyst stated in the latest research note, "The management is also stepping back from short-term trading with aggressive pricing, and has increased inventory at the beginning of the year...
A $10 decrease in price.
The target stock price was lowered by Neidham's Quin Bolton. Bolton reset Micron's target stock price from $150 to $140 before Monday's market open and maintained a buy recommendation.
This adjustment took place after Neidham's annual semiconductor industry conference. During the conference, Micron's management suggested that shipments of memory products for the first quarter of fiscal 2025 (scheduled to start in September) would remain flat compared to the previous quarter. According to Bolton, Micron had initially expected shipments to 'slightly increase.'
The analyst stated in the latest research note, "The management is also stepping back from short-term trading with aggressive pricing, and has increased inventory at the beginning of the year...
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Riresa
commented on
$Cuorips (4894.JP)$
Is it likely that applications will be made by the end of the year
Is it likely that applications will be made by the end of the year
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commented on and voted
$OSE Nikkei 225 Futures(SEP4) (NK225main.JP)$ $USD/JPY (USDJPY.FX)$ $E-mini NASDAQ 100 Futures(SEP4) (NQmain.US)$
* Top 5 approval ratings below
The lineup of candidates for the election of the party president
(Support rate according to the opinion poll "The most suitable person for the next LDP party president" by the Nihon Keizai Shimbun and TV Tokyo on the 21st and 22nd)
<Candidates who have announced their candidacy>
Taro Kono, Digital Minister (7%)
Takanobu Kobayashi, former Minister of Economic Security (8%)
Shigeru Ishiba, former Secretary-General of the Liberal Democratic Party (18%)
<Expected to run (based on reports)>
Shinjiro Koizumi, former Minister of the Environment (23%).
Yoshimasa Hayashi, Chief Cabinet Secretary (2%).
Toshimitsu Motegi, Secretary-General of the Liberal Democratic Party (1%).
<Eager to run (based on reports)>
Saito Ken, Minister of Economy, Trade and Industry (1%)
Takai Sanae, Minister of Economy and Security (11%)
Kato Katsunobu, Former Chief Cabinet Secretary (1%)
Foreign Minister Yoko Kamikawa (6%)
Seiko Noda, former Secretary-General of the Liberal Democratic Party (1%)
* Top 5 approval ratings below
The lineup of candidates for the election of the party president
(Support rate according to the opinion poll "The most suitable person for the next LDP party president" by the Nihon Keizai Shimbun and TV Tokyo on the 21st and 22nd)
<Candidates who have announced their candidacy>
Taro Kono, Digital Minister (7%)
Takanobu Kobayashi, former Minister of Economic Security (8%)
Shigeru Ishiba, former Secretary-General of the Liberal Democratic Party (18%)
<Expected to run (based on reports)>
Shinjiro Koizumi, former Minister of the Environment (23%).
Yoshimasa Hayashi, Chief Cabinet Secretary (2%).
Toshimitsu Motegi, Secretary-General of the Liberal Democratic Party (1%).
<Eager to run (based on reports)>
Saito Ken, Minister of Economy, Trade and Industry (1%)
Takai Sanae, Minister of Economy and Security (11%)
Kato Katsunobu, Former Chief Cabinet Secretary (1%)
Foreign Minister Yoko Kamikawa (6%)
Seiko Noda, former Secretary-General of the Liberal Democratic Party (1%)
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Riresa
voted
$NVIDIA (NVDA.US)$ On August 28th, Nvidia is scheduled to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market (morning of August 29th Japan time).On August 28thAfter the closing of the U.S. stock market on August 28th (morning of August 29th Japan time)for the second quarter of fiscal year 2025In the semiconductor industry for artificial intelligence (AI), while maintaining a dominant positionCan they exceed market expectations and demonstrate impressive growth and performance?Please predict and vote on the closing price of Nvidia on the next business day after the earnings announcement!
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
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Riresa
commented on
$USD/JPY (USDJPY.FX)$
I wonder if the new NISA sales force (waste if it disappears from the market) will also be foolishly unable
Maybe the beginning of the year won't be negative
I wonder if the new NISA sales force (waste if it disappears from the market) will also be foolishly unable
Maybe the beginning of the year won't be negative
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Riresa
commented on
$Micron Technology (MU.US)$
Why did you buy and hold a knife that falls at 140? How many times have you held a falling knife in 18 years of investment history? It's strange... I don't know.
I wonder why I bought it. I haven't made such a mistake in a long time. That's also my wife's full NISA credit, 2.4 million.
Aren't knives from that time made of wood? that's wrong! If you hold it! There was so much blood coming out! I was able to cut it into a snap! I'm still bleeding so bad! the bleeding won't stop
I wonder why they bought it. MU stop my blood...
➖ 0.74 million hmm.
Why did you buy and hold a knife that falls at 140? How many times have you held a falling knife in 18 years of investment history? It's strange... I don't know.
I wonder why I bought it. I haven't made such a mistake in a long time. That's also my wife's full NISA credit, 2.4 million.
Aren't knives from that time made of wood? that's wrong! If you hold it! There was so much blood coming out! I was able to cut it into a snap! I'm still bleeding so bad! the bleeding won't stop
I wonder why they bought it. MU stop my blood...
➖ 0.74 million hmm.
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Riresa
voted
Nvidia's AI GPUs are equipped with a special type of memory known as high bandwidth memory (HBM) to accelerate AI workloads. $Micron Technology (MU.US)$ ) is one of the companies that supply these chips to graphics card specialists. Micron management stated during the June earnings conference call that the company expects to raise “hundreds of millions of dollars” of HBM revenue in the 2024 fiscal year ending this month, and then “raise billions of dollars in HBM revenue in the 2025 fiscal year.”
It's worth noting that Micron has sold out its 2024 and 2025 HBM capacity. However, the company is trying to gain a larger share in this market by expanding its customer base and developing HBM chips that can achieve higher power and efficiency. This is smart considering that the HBM market is projected to generate revenue of 14 billion dollars this year and 20 billion dollars in 2025 from just 5.5 billion dollars last year.
This remarkable growth in the HBM market...
It's worth noting that Micron has sold out its 2024 and 2025 HBM capacity. However, the company is trying to gain a larger share in this market by expanding its customer base and developing HBM chips that can achieve higher power and efficiency. This is smart considering that the HBM market is projected to generate revenue of 14 billion dollars this year and 20 billion dollars in 2025 from just 5.5 billion dollars last year.
This remarkable growth in the HBM market...
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$Micron Technology (MU.US)$ Today is a day to raise
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$USD/JPY (USDJPY.FX)$
hmm.
“We won't raise interest rates when the market is in turmoil”
“The exchange rate is also moving a lot now, so we're not going to raise interest rates for the time being, are we?”
“If the market calms down and economic indicators are moving as expected, interest rate hikes are also possible.”
“Which one is it, will they raise interest rates or not?”
It was an unavoidable exchange, and it seems like it will be reported that interest rate hikes are positive.
I wonder if it's necessary to do it?
hmm.
“We won't raise interest rates when the market is in turmoil”
“The exchange rate is also moving a lot now, so we're not going to raise interest rates for the time being, are we?”
“If the market calms down and economic indicators are moving as expected, interest rate hikes are also possible.”
“Which one is it, will they raise interest rates or not?”
It was an unavoidable exchange, and it seems like it will be reported that interest rate hikes are positive.
I wonder if it's necessary to do it?
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Riresa : If the Bank of Japan hadn't done that, the yen would have appreciated gently and we could have dealt with it.
Riresa JUNCHAN1119 : I think so.
It has had a huge impact on the investment mindset of young NISA members and Japanese people, and the economy will decline within the year. With negative investment, who would want to spend money?
Riresa : It's hard to believe that raising interest rates for the sake of exchange rates. In the first place, according to the Bank of Japan Tankan Survey Economic Trends Report, there have been 26 consecutive months of increased bankruptcies, 24 consecutive months of declining income, and consumer indices outside the affluent class have also been sluggish. It is not the time to raise interest rates. I can understand the feeling of suspicion about what might happen.