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$NVIDIA (NVDA.US)$
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Stock investment management and analysis app
'Kabuyu'
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After registering, input the referral code [JmgM], and you can use the Kabyu prime (paid) for 2 months for free.
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Micron's business cycle
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
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$NVIDIA (NVDA.US)$ $Taiwan Semiconductor (TSM.US)$ $E-mini NASDAQ 100 Futures(DEC4) (NQmain.US)$
この1ヶ月で随分下がりましたので今夜から単なる戻しが始まりますね✌️
各種先物も👌
この1ヶ月で随分下がりましたので今夜から単なる戻しが始まりますね✌️
各種先物も👌
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ If it goes down, buy steadily. If it goes up, leave it alone. America's high tech has been growing constantly. It will continue to be the same. Eventually, an unimaginable life beyond fully autonomous driving awaits. Then the sophistication and miniaturization of semiconductors is essential.
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$E-mini NASDAQ 100 Futures(DEC4) (NQmain.US)$
プラスに転じている。バイデン氏撤退も一つの要因かもしれない。先週末は世界的に株式下落しているので、反発に期待したい❗
プラスに転じている。バイデン氏撤退も一つの要因かもしれない。先週末は世界的に株式下落しているので、反発に期待したい❗
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$NVIDIA (NVDA.US)$
Good morning. The NVDA board has returned to normal values, and the “short sale balance” is the highest amount recently. It is a sign that demand for purchases will increase due to buybacks up until the credit settlement date and stock prices will rise However, when they were able to do that much skiing, the agency went on a rampage This kind of thing happens to N too
(When investors from around the world make serious purchases, institutions turn into ants 🐜 that confront elephants and lose control)
Good morning. The NVDA board has returned to normal values, and the “short sale balance” is the highest amount recently. It is a sign that demand for purchases will increase due to buybacks up until the credit settlement date and stock prices will rise However, when they were able to do that much skiing, the agency went on a rampage This kind of thing happens to N too
(When investors from around the world make serious purchases, institutions turn into ants 🐜 that confront elephants and lose control)
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The United States announced on 2024/7/16 at 21:30Retail sales (month-on-month)As a result, it fell 0.0% compared to 0.3% the previous month.
Since this meant a slowdown in the economy, it became a source of interest rate cutsStock heightIt's a factor.
Core retail sales (month-on-month)As a result, it rose 0.4% compared to 0.1% in the previous month.
This is because consumption is expandingStock depreciationIt's a factor.
There are conflicting results, but since automobiles are not included in core retail sales, it can be seen that the decline in automobile sales is large.
Excluding automobile sales, it can be said that the US economy is doing well.
If the US economy continues to perform well, the possibility that the unemployment rate will fall will increase.
The current market is expecting interest rate cuts, so the decline in the unemployment rateStock depreciationIt's a factor.
US 10-year bond yieldIsretail salesIt rose in response to the announcement, but then fell.
What is the decline in long-term interest ratesStock heightIt's a factor.
What is the bond marketInterest rate cutsIt has been determined that it is getting closer.
Stock price index composed of small-cap stocksRussell 2000But4 consecutive leapsesIt's doing well.
Stock price index composed of large stocksDow averageIs5 consecutive days of increaseIt's bullish.
Since this meant a slowdown in the economy, it became a source of interest rate cutsStock heightIt's a factor.
Core retail sales (month-on-month)As a result, it rose 0.4% compared to 0.1% in the previous month.
This is because consumption is expandingStock depreciationIt's a factor.
There are conflicting results, but since automobiles are not included in core retail sales, it can be seen that the decline in automobile sales is large.
Excluding automobile sales, it can be said that the US economy is doing well.
If the US economy continues to perform well, the possibility that the unemployment rate will fall will increase.
The current market is expecting interest rate cuts, so the decline in the unemployment rateStock depreciationIt's a factor.
US 10-year bond yieldIsretail salesIt rose in response to the announcement, but then fell.
What is the decline in long-term interest ratesStock heightIt's a factor.
What is the bond marketInterest rate cutsIt has been determined that it is getting closer.
Stock price index composed of small-cap stocksRussell 2000But4 consecutive leapsesIt's doing well.
Stock price index composed of large stocksDow averageIs5 consecutive days of increaseIt's bullish.
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