Consisting of 500 stocks of large-cap companies in the USA. $S&P 500 Index (.SPX.US)$its momentum is evident from this year's performance. Examining the movement of the S&P 500 stock price index over the past year,There were 10 months of increase.、There were 2 months of decrease.Especially following Trump's victory in the presidential election, November saw a 5.73% increase, marking the highest monthly rate of increase and decrease in 2024. Additionally, the S&P 500 index has risen by about 27% year-to-date. Overall,Solid economic growth, interest rate cuts, improvement in corporate earnings, and the boom in Artificial Intelligence (AI) against the backdrop of the optimistic view on the high-tech sector in the U.S. stock marketoverallFactors boosting the market
Will the rise in US stock market continue in 2025?
Some Analyst point to the Federal Reserve'sRate cuts from the FRB continuing and the promotion of the Trump administration's deregulation and tax reduction policies provide a tailwind for US stocks from a policy standpoint.Meanwhile, other analysts have pointed out the possibility of a significant increase in market volatility due to the policies of the upcoming Trump administration, as the dominance of major tech stocks may decline. The range for the Target Price of the US S&P 500 Index in 202...

$Micron Technology (MU.US)$
Micron Technology, Inc.'s stock price dropped by approximately 15% after the announcement of first-quarter performance due to market perception of weakening outlook for the second quarter.
The company points out that the response to AI innovation in the consumer end market has been slower than initially expected, leading to a need to reduce NAND equipment investment as NAND average selling prices decline.
On the other hand, there is a sharp increase in demand for datacenters utilizing AI, with datacenter revenue in the first quarter increasing by 400% compared to the previous year.
The company expects the annual $100 billion market opportunity in the High Bandwidth Memory (HBM) market to be achieved by 2030 with a CAGR of approximately 36%.
MU stocks are trading at an unbelievably cheap price-to-earnings ratio of about 7 times, making them a great buy in the soaring stock market.

$Micron Technology (MU.US)$
I'm sorry, I'm sorry, I'll throw it away

After the FRB announced a rate cut, US stocks fell significantly.
Market concerns about the outlook after the rate cut are considered the cause of the decline.
These movements also have a significant psychological impact. You all may feel the same way, don't you?
Personally, I had some Financial Estimates about the magnitude of the rate cut and the outlook afterwards.
However, the only unexpected thing was the significant decline in US stocks overall.
That being said, if performance is not the reason, I don't think there is a need to be so pessimistic.
Next up is the Bank of Japan's monetary policy decision meeting.
Due to the impact of the Federal Reserve expecting fewer interest rate cuts next year, the yen depreciation is further advancing.
How will the Bank of Japan respond to this situation?
Is it highly likely that they will move with a focus on the interest rate spread between Japan and the United States?
I will write the scenario for the December FOMC meeting when assuming that 01 is the FRB chairman, based on the discussion before 01 and the FOMC meeting. I will also write the scenario for the December monetary policy meeting of the Bank of Japan assuming that 01 is the governor of the Bank of Japan in the following post.
$S&P 500 Index (.SPX.US)$
$NASDAQ 100 Index (.NDX.US)$
...

$CBOE Volatility S&P 500 Index (.VIX.US)$
Due to the hawkish rate cuts, the depreciation of the yen is progressing, so there is a high possibility of a rate hike by the Bank of Japan.
Also, because the U.S. economy is not strong enough for hawkish rate cuts, caution is needed.

U.S. stock market = Nasdaq hits record high, Dow falls for 8th day in a row, ahead of FOMC.
December 17, 2024, 6:47 AM GMT+9 (excerpt)
In the U.S. stock market, the Nasdaq Composite hit a record high, and the S&P 500 also rose to close the trading. On the other hand, Dow Jones Industrial Average fell for the 8th consecutive business day, marking the longest decline since June 2018.
The market is closely watching the latest economic indicators as they try to determine the direction of interest rates at the last Federal Open Market Committee (FOMC) meeting of the year to be held during the week.
According to CME's FedWatch, the market has almost fully priced in a 25 basis point (bp) rate cut at the FOMC meeting on the 17th-18th, with a probability of 95.4%.
Sam Stovall, Chief Investment Strategist at CFRA Research, pointed out, "There may have been some overselling last week. With the Federal Reserve expected to announce a rate cut on the 18th with close to 100% probability, the only remaining question is the guidance that will be provided."
He further mentioned, "There is a high possibility of a hawkish rate cut, where the Federal Reserve would lower interest rates while showing a data-dependent stance...

$Micron Technology (MU.US)$
Finally, the price has returned to the level after the last settlement. We are looking forward to further rise in this settlement.

$GFA (8783.JP)$ Today is also hitting the daily limit. The power of the trend is amazing! Do you think it will still go up? This is it. The market cap is much lower than that of Metapla, so I feel like there is only room for growth.

If it doesn't go up from here, we'll dig pretty deep, won't we... :( •ᾥ•):
$MARA Holdings (MARA.US)$