Key points for this week
This week's Japan stock market has seen the Earnings Reports of domestic companies and highly anticipated USA stocks completed, and on Monday the 17th, the USA market is closed with little material. However, on the 17th, the Cabinet Office will announce the preliminary GDP figures for the October to December period last year. If the strength of private consumption is confirmed, there is a possibility that buying of domestic demand-related stocks will become active.Additionally,On the 19th, Bank of Japan member Takada Sō will give a speech at the Miyagi Prefectural Financial and Economic Symposium, followed by a press conference.。Statements strengthening the observation of early additional interest rate hikes.If this leads to a strong yen, there is a possibility of selling mainly in export stocks.Statements related to President Trump's tariff policy.also, Continued caution is necessary.In particular, if policies related to Autos and Semiconductors are announced, they could significantly impact Japan's related companies.
This week in the USA stock market, there are few Earnings Reports and Economic Indicators, butthe remarks of FRB officials、and the announcement of various economic dataare attracting attention. Additionally, concerning USA tariffs,President Trump's erratic remarksalso continue to raise caution,and it is necessary to be alert to the risk of sudden market changes.だ。経済...

$NVIDIA (NVDA.US)$ is On August 28th in the after-hours of the U.S. stock market (morning of August 29th in Japan), they are scheduled to announce the earnings for the second quarter of fiscal year 2025. While dominating the market for semiconductors for artificial intelligence (AI), the focus is on whether they can exceed market expectations with strong growth and performance. Please determine if Nvidia can outperform market expectations. Predict the closing price of Nvidia on the day following the earnings call and cast your vote!
【Compensation】
●Distribute 10,000 points equally
Until 10:00 PM on August 29th (Japan time)ToThe closing price of nvidia on August 29th (5:00 AM on August 30th Japan time)Please predict the financial estimates and select from the price range below. If the actual closing price matches the selected price range, points will be evenly distributed to all users who selected the corresponding price range (e.g. if 50 users correctly predict, each will receive 200 points)!
【Special Challenge! Win 500 yen worth of Amazon gift card】
Predict nvidia's closing price accurately and get a chance to win additional rewards!
By 10:00 PM on August 29th (Japan time)on August 29thWith...

$Toyota Motor (7203.JP)$、 $Honda Motor (7267.JP)$、 $Nissan Motor (7201.JP)$The financial results for the first quarter (April-6) of the fiscal year ending 2025/3 of the Domestic Automobile Big 3 are now divided.Did Toyota and Honda have record high operating profitsI knocked it out.
The stock prices of Toyota and Honda, which became “clear,” have been sluggish due to the effects of the major crash in early August and concerns about the yen's upward trend, etc., and there is also a view that they are “undervalued.”
What drove the performance of the two companies was a hybrid car. Conversely, rice does not manufacture hybrid cars $Tesla (TSLA.US)$The sense of stalling is getting stronger. In response to this, it is China that has made a breakthrough over Toyota and Honda in hybrid cars $BYD COMPANY (01211.HK)$that's it. The plight of Japanese manufacturers in the Chinese market has also become clear, and there are many factors where the future is uncertain, including intensifying competition in the US.
The winners of the first quarter were Toyota and Honda
Although the sales volume of Toyota and Honda split in the same period last year,...

On Monday, the 5th day.Black Monday in the Japanese stock market.The Nikkei average stock price fell by 12.4% (4451 yen 28 sen).The largest decline ever.andThe rate of decline is the largest since the day after the US Black Monday in 1978.It reached the largest decline.The rate of decline is the largest since the day after the US Black Monday in 1978.The largest one-day decline during the Lehman Shock.11.41%The rapid strengthening of the yen, the Bank of Japan's tightening, and concerns about a US recession have combined to keep selling pressure unabated, completely wiping out the year-to-date gains and turning them negative.
ドル円をめぐっては、市場関係者からはThere are also expectations of the dollar rising to 140 yen.According to Bloomberg, there are multiple expectations of the dollar rising to 140 yen. Leverage investors have only reduced their short yen positions by about 30% from the peak on July 9, and the unwinding of the yen buy positions is expected to continue.There is an expectation that the unwinding of the yen buy positions will continue.On the other hand, Japanese stocks are experiencing overselling.being sold too muchSome analysts believe that there will be buying on dips this week, when there are few announcements of US economic indicators.Buying opportunity has arrived.TowardsCheck the "accumulative high dividend stocks" that have continued to increase dividends or maintain dividends without cutting them.Done.
Accumulative high dividend stocks that experienced a significant decline this time (5-day change rate in descending order).
◆ $SBI Holdings (8473.JP)$
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$Nikkei 225 (.N225.JP)$
Be at ease.
Nothing has collapsed.
There have been no major events like the Lehman Shock or the Coronavirus.
Easily return to the original state, understand it instantly

$Advanced Micro Devices (AMD.US)$
The week went by in a flash. In the atmosphere where it still seems to be declining, I will save a screenshot of the market before the opening.
Just before opening.
And then close.
Daily and weekly dynamics

$NVIDIA (NVDA.US)$
I have been asked to inform you when my spouse wants to sell NVDA.
It is mentioned that you are considering buying at the bottom when you feel like selling.
Damn it (・Д・)💢

$NVIDIA (NVDA.US)$
I feel something similar to web3 and quantum technology.
→ It is generating practical benefits, but it is no longer a post that should be released to the public at the level of impressions.
AI-based businesses are not making money.
→ If you have the opportunity to hear about the excitement of exhibitions, the fast start of AI startups, individual billion-dollar players, etc. (somehow the media doesn't cover it at all), and rely only on TV or web discussions, your perception will be distorted.
AI does not engage in creative activities.
→ If AI were to engage in creative activities, it would surpass the AI bubble.
OpenAI is in deep red.
It's only been a year and a half since AI came along, so it's only natural. I've never heard of a startup that generates a return on investment in just one year.
People who argue that the AI bubble is ending can generally be categorized into the following four categories, and what they are saying is unclear.