$Super Micro Computer (SMCI.US)$A financial results briefing for the 3rd quarter of fiscal year 2024 is scheduled to be held at 6:00 a.m. on 2024/5/1 (Wednesday) Japan time. This briefing sessionSubtitle translation formatIt will be distributed by If you would like to watch it,“reservation”Click on the button.
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TSMC and ASML dropped after earnings, SOX index also heading lower
Two companies that hold important positions in the global semiconductor industryhave recently announced their earnings. One is the world's only company manufacturing cutting-edge lithography equipment, $ASML Holding (ASML.US)$and the other is the world's largest in semiconductor foundry services (foundry). $Taiwan Semiconductor (TSM.US)$Yes.The earnings reports of both companies have been met with disapproval, affecting not only their stock prices but also the SOX index(Philadelphia Semiconductor Index ETF) as well.DeclineHowever, movements of profit-taking sales were encouraged by risk-averse movements due to the sharp rise in the yield of the US 10-year bonds.It is believed to have resulted in.
This time,What exactly triggered the aversion in the earnings of both companiesI would like to examine the earnings reports of both companies along with the details. Additionally, both companiesI also confirmed the outlook for the overall semiconductor market and the demand for AI semiconductors presented at the earnings call.I decided to give it a try.
ASML
ASML's largest customer(Bloomberg data) ...

moomoo users, good morning to all of you!Here are the key points of the early morning report today.
●【Tokyo Stock Market Forecast Range】450,000 - 1,200,000 yen (closing price on the 21st at 815.66 yen)
●The US Department of Justice sues Apple - Suspected of antitrust law violations over the iPhone.
Weekly initial jobless claims in the US came in below expectations, strengthening the dollar buy sentiment.
US Manufacturing PMI flash estimate for March exceeded expectations at 52.5.
US existing home sales unexpectedly surged to a high level not seen in a year.
US stocks rose for the 4th day in a row, reaching new record highs.
Reddit's first day closing price after its IPO was 48% higher.
moomoo news Kathy
Market Overview
In the U.S. stock market on the 21st, the NY Dow Jones Industrial Average increased by $269.24 to 30,978.37, marking a four-day uptrend. The Nasdaq Composite Index was up 32.428 points to 1,6401.836. On the 22nd, the Tokyo stock market continued its risk appetite, with buying spreading widely across major stocks, potentially pushing the Nikkei Average above the 30,000 yen level.
Top news
The US Department of Justice sues apple - Suspected of violating antitrust laws regarding iPhones.
...

$NVIDIA (NVDA.US)$ There is often a high inflow/outflow of speculative money with a short-term perspective compared to long-term investors, hence the theory that it is easy to experience volatility regardless of economic indicators.

#日本株 Unfortunately, it was sluggish and my upper beard was hidden. I just wanted a few more good signs from yesterday's atmosphere. The Nikkei Average and TOPIX are positive, but when it comes to Mothers, there is no choice but to look forward to tomorrow with a 0.57% drop. By industry, as shown in the image, petroleum and coal rose No1. There is also the fact that the gain/fall ratio accumulates strength by keeping the bottom price.

Everyone, welcome to moomoo's new feature, Investment Stories!
In the previous first session, there was a lot of interest from everyone in the interview with PAN-san. In this second session,PAN-san, how is he searching for "profitable" stocks.Please take a look, as PAN-san reveals the stocks and investment themes he is currently focusing on!
Also, we would be grateful if you could share your investment experiences with everyone.> Let's exchange ideas.
Points
・The basic principle of investment is growth stocks --- the basic strategy of stock investment
・The upcoming theme for the next 5 years is AI generation---as revealed in the interview, there are recommended stocks.
・Finding investment opportunities in everyday life - there are actually "profitable" stocks close at hand.
Profile of PAN-san
・American stock researcher, part-time investor
・Started investing in US stocks in 2013 while in the US
・Financial assets exceeded 300 million yen in 8 years from 30 million yen
The basic principle of investment is growth stocks --- the basic strategy of stock investment
_______________________________________
---PAN-san is looking at how to find "profitable" stocks.

Debt ceiling agreement bill, opposition erupts from the House of Representatives | Stocks, USD/JPY headed for short-term decline? (May 31 #PAN US Stock)
The debt ceiling issue is often compared to professional wrestling, but incidents of serious injury or even fatalities can also occur in professional wrestling.