$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$
$Rigetti Computing(RGTI.US)$
Ligetti is rising isn't it
N acquired Ligeti Computing for 10 billion dollars and concluded an all-share purchase agreement aimed at utilizing quantum computing
Quantum is definitely the next step in the AI bubble
Quantum can be seen beyond N's line of sight

$S&P 500 Index(.SPX.US)$But17% increase since the beginning of this yearAlso, while it has reached a peak after the peak due to the enthusiasm sparked by big tech and artificial intelligence (AI), the financial results season starting this week in the US will be a yardstick for investors and analysts to check corporate growth.
July 12, $JPMorgan(JPM.US)$、 $Citigroup(C.US)$Financial results of major banks, etc. were announced, and the second quarter financial season for US stocks began. Next, $Netflix(NFLX.US)$with $Taiwan Semiconductor(TSM.US)$on Thursday this week, $Tesla(TSLA.US)$、 $Alphabet-A(GOOGL.US)$、 $Meta Platforms(META.US)$Will settle accounts on 7/23...

$NVIDIA(NVDA.US)$
Encounter with the gardener at Ginkakuji 　
When CEO Jensen Fan visited Ginkakuji, he was impressed to see gardeners doing their work. Gardeners are carefully working on each detailed task, and it is said that CEO Jensen Fan, who was moved by that attitude, decided to work on his work with the same spirit. After that, he reorganized his company's vision and values, and began to show an attitude of taking work more seriously. That event seems to have had a huge impact on his management philosophy and outlook on life. 　
　When it comes to investing in stocks, it may be better to take time on your side and work carefully, so please accumulate NISA.

$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$
According to last week's forecast, AMD broke through 186 and the next resistance level will be 194, and unless this is broken and maintained at a level above 208, the upward potential will not continueIn that case, I anticipated that there might be a high possibility of a pullback once
Price movements have been as expected since last week
Currently, short-term increases in volatility are expectedHigh prices and low prices have been rising one after another over several months, so it's bullish
However, I anticipate that there is a high possibility of a pullback once before settlement
There was a complete rejection from the 187 Resistance and it is frowned upon
It's not a very good sign, and I think they've formed or have already formed a bearish divergenceThe MACD and trading volume are falling in a direction favorable to the bears
I think it will be supported if 174 and 177 break through 180
I expect it to pull back to a minimum of 174.18-177, then rise and head towards 195/200 for financial results

$Taiwan Semiconductor(TSM.US)$
Here, too, we have entered stepping mode...

In response to customer requests, we will begin handling new brands of Tesla Bull 2x ETF and AMD Bull 2x ETF offered by GraniteShares from 2024/6/26 (Wednesday).
[Newly handled stocks]
Tesla - Bull 2x ETF: $GraniteShares 2x Long TSLA Daily ETF(TSLR.US)$  
AMD - Bull 2x ETF: $GRANITESHARES 2X LONG AMD DAILY ETF(AMDL.US)$
[ETF Overview]
・Tesla Stock Bull 2x ETF ( $GraniteShares 2x Long TSLA Daily ETF(TSLR.US)$) aims for investment results linked to the 200% performance* (before fees and expenses deducted) of Tesla shares.
・AMD Stock Bull 2x ETF ( $GRANITESHARES 2X LONG AMD DAILY ETF(AMDL.US)$ ) aims for investment results linked to the 200% performance* (before fees and expenses deducted) of AMD stock...

backgrounds
“AI is the big elephant in the room” $Intel(INTC.US)$ This is because their exposure to AI is solid. Intel's AI accelerator Gaudi 3 directly competes with Nvidia's H100 series. During the Vision 2024 event, Intel management stated that the Gaudi 3 will have an average of 50% better reasoning and an average 40% better power efficiency than the Nvidia H100.
There is a high possibility that Gaudi, which has achieved an attractive price compared to the H100, will become a popular model to replace the H100 series. Furthermore, the previous generation Gaudi 2 proved its appeal by powering up the Llama Large Language Model (LLM) of Meta Platforms, Inc. (META).”
Intel and why it's rising now
Intel $NVIDIA(NVDA.US)$ with $Advanced Micro Devices(AMD.US)$ It spent about the same amount of research and development expenses when combined...

NY foreign exchange market = yen, high price intervention observation spreads for the first time in 4 weeks
July 13, 2024 6:04 AM GMT+9 (some excerpts)
In the New York foreign exchange market, yen hit a high against the dollar for the first time in about 4 weeks. Views spread in the market that there may have been dollar sales/yen buying intervention by the government and the Bank of Japan for 2 consecutive days.
The yen exchange rate soared in response to the announcement of the US Consumer Price Index (CPI) in June, which suggests calming inflation, on the 11th. After the June US Wholesale Price Index (PPI, goods and services for final demand) was announced on the 12th, the rapid appreciation of the yen and depreciation of the dollar progressed.
The US PPI for June rose 0.2% from the previous month (seasonally adjusted) and slightly exceeded market expectations (0.1% increase). However, the view that the US Federal Reserve (FRB) will begin cutting interest rates in September did not change.

$Taiwan Semiconductor(TSM.US)$ofStrong performancethat's it. Sales for June, which were announced on 7/10, increased by 32.9% compared to the same month last year, and hit a record high in the same month.In April-6, sales increased 40% from the same period last year, which greatly exceeded market expectations of 35.5% increase. What is the strong performance of TSMC, the world's largest foundry (semiconductor contract manufacturing) companyIt simply suggests that the AI investment boom continuesI'll do it.
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...

SOXL saw the movement on the closing chart and made a partial profit 🙂
Profit is justice!
The rest will be judged by the trend line 💹
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$