Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

avatar
183525090 Private ID: 183525090
No profile added yet
Follow
    183525090 commented on
    $Super Micro Computer (SMCI.US)$ The delisting is becoming more likely. It will be very troublesome if you do not sell by Friday.
    Translated
    2
    $Super Micro Computer (SMCI.US)$
    There is no need for stocks that have angered holders with continuous issues up to this point.
    If it's a gamble, there are plenty of better stocks out there, so I'll bet on those.
    Translated
    $Super Micro Computer (SMCI.US)$ Hopeful observations gradually turn into fantasies in the brain, losing sight of reality unconsciously. The time limit is near.
    Translated
    183525090 commented on
    $NVIDIA (NVDA.US)$
    The U.S. semiconductor giant NVIDIA is seeking to expand its influence. CEO Jensen Huang seems to be promoting a strategy to build an AI factory, integrating not only semiconductors but also software, datacenter design, and network technology, in order to expand the business.providing an integrated offering of software, datacenter design, and network technologyto build an AI factory, promote the strategy to expand the business

    In particular, the key lies in the utilization of the ultra-high-speed network technology, InfiniBand. The company already acquired Mellanox Technologies, the main equipment manufacturer of this technology, approximately 7 billion dollars (about 1 trillion 23 billion yen) 5 years ago and has been investing resources into it.

    Raul Martinez, CEO of the datacenter operation company Databank, analyzes, "NVIDIA has the vision of what AI should be, and what software and hardware elements are needed for users to actually implement it."
    Translated
    2
    183525090 commented on
    I have researched and thought about the "taxation on financial income" that has become a topic due to the candidates' discussion in the Liberal Democratic Party leadership election.
    It roughly means "20.315%".
    We have had discussions about the "strengthening of taxation on financial income" because wealthy individuals have financial income, and unlike income tax, there is no progressive tax rate. As a result, when they surpass the "100 million yen barrier", their tax rate decreases, which is advantageous for the wealthy.
    Even under the Kishida administration, there was initially talk of implementing it, but it seems to have been withdrawn.
    Looking at history, it has gone from the era of comprehensive taxation to the introduction of separate taxation, and then to the gradual increase of tax rates. Capital gains and dividends were 10% in 1999, 20% in 2003, and now 20.315% in 2013.
    So, the discussion is about whether this will go up to 25% or 30% in the future.
    For the average person who cannot fill the lifetime NISA quota, this won't have an impact, so in that sense, there's no need to worry.
    I don't plan on filling the lifetime NISA quota, but I do have U.S. dollar-denominated bonds, so I will be affected by the interest on those bonds. However, since the holding amount is not that large, the impact will be minimal in terms of the amount...
    Translated
    1
    $Vanguard Total Stock Market ETF (VTI.US)$ Clearly, sector rotation is progressing towards an economic downturn phase, and high-tech and semiconductor sectors are being affected compared to the S&P500 (still near its all-time high). The further risk of decline from here is considered high, so I haven't touched it. However, I think it's important to always have a presence in the market, so personally, I think it's okay to hold onto assets like the S&P500.
    I think it is a situation where long-term bonds are easily bought, but considering that it significantly touches on the appreciation of the yen in a downturn, I feel that the return is not justified against the risk when considering in yen terms, so I have significantly increased my cash position in yen and now the S&P 500 and yen make up most of it. Besides, buying US stocks is to increase dollar assets, and if I can buy dollars cheaply in the future, it might be a good idea to hold them in yen.
    I initially found this bulletin board interesting, but as the market became unstable, there have been unpleasant comments and harassment. It's unfortunate. Even now, well-known influencers...
    Translated
    $OSE Nikkei 225 Futures(MAR5) (NK225main.JP)$
    Whether you are cautious or not, when the market goes up, it goes up, and when it goes down, it goes down.
    Translated
    $Kyushu Financial Group (7180.JP)$ Use the funds allocated for NISA and come up with a strategy for increasing stock prices instead of slacking off.
    Translated
    183525090 commented on
    $NVIDIA (NVDA.US)$ $Tesla (TSLA.US)$ $Amazon (AMZN.US)$
    Are those who can jump into this flame 🔥 really heroes or fools 🤫
    Translated
    Hell Heat
    3
    $USD/JPY (USDJPY.FX)$
    The atmosphere seems to have already been factored in even if interest rates are raised. America is strong, so the charts want the dollar to appreciate.
    I don't think we can change the big waves once we intervene. In the first place, intervention that goes against the flow of the market is against the rules.
    What I'm worried about when prices rise due to the depreciation of the yen is not people's lives, but the approval rating, which is even low, will drop again due to criticism from the public, right?
    I think that if the national power becomes stronger, the yen will naturally appreciate, but I feel that the ruling party in the administration, which has abandoned such measures and only impoverished citizens due to tax increases, should correct its way of thinking.
    Even if you pay a high pension every month, there are few take-home payments in your old age, so even though there are people who are told to increase living expenses for old age at their own risk and have started NISA, it is an act of verbally intervening in the exchange rate to induce depreciation of the yen and cause a crash in stock prices.
    If you do such an easy thing, individual investments will disappear again.
    Well, it might be in textbooks. With the phrase Kishida shock.
    Translated
    1