codeOZ(家長)
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Good morning![]()
It's hot today too
I've been going to work early in the morning on holidays, but it's not work, and people involved at work come and go to work with my favorite luxury cake as a souvenir
2 other people came and chatted![]()
The following was written in the news about the bubble 👇👇👇
👉 I have two important questions about AI. Both are “is this a bubble?” It's not. We're in the middle of a bubble. The more important questions are “when will I be able to play” and “what will survive”.![]()
![]()
I'm guessing that if you look at it as a bubble, you can't pop it, and currently, there's nothing you can do![]()
I think the balloons are just wilting. The internal pressure of a balloon changes with cold air or warm air, doesn't it
It's like that![]()
Or maybe the transient boom has passed, and it may be a turning point
The future potential of AI is high in the future, but some people are beginning to express skepticism about whether it will soon contribute to corporate profits![]()
Will N be able to maintain above 115 until 8/2
The turning point is whether it goes below 96 or not...
Good morning
It's hot today too
The following was written in the news about the bubble 👇👇👇
👉 I have two important questions about AI. Both are “is this a bubble?” It's not. We're in the middle of a bubble. The more important questions are “when will I be able to play” and “what will survive”.
I'm guessing that if you look at it as a bubble, you can't pop it, and currently, there's nothing you can do
I think the balloons are just wilting. The internal pressure of a balloon changes with cold air or warm air, doesn't it
Or maybe the transient boom has passed, and it may be a turning point
Will N be able to maintain above 115 until 8/2
Translated
26
2
codeOZ(家長)
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Other than that, sentiment seems to recover quickly, so I decided not to consider it![]()
If it goes up to around $70 in 12 business days, it matches my expectations, and if I move differently, I'll ponder it a bit![]()
Please use my personal opinions for reference only![]()
Other than that, sentiment seems to recover quickly, so I decided not to consider it
If it goes up to around $70 in 12 business days, it matches my expectations, and if I move differently, I'll ponder it a bit
Please use my personal opinions for reference only
Translated
15
2
codeOZ(家長)
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
There's no one like me who anticipates that the most recent high will be exceeded by the end of August, right?
I still think there is a path for that by the end of August based on my own data, so feel free to comment if anyone has similar thoughts![]()
Personally, there are no people who have this kind of thinking, or if there are extremely few, I think it's room for growth where it can go up rapidly![]()
In a bull market cycle, high prices are updated more and more, and rather, I think it's normal to feel uncomfortable and hopeful about this way of falling, so if it falls day by day, I'm adopting a batting method of increasing prices and buying more so as not to lose opportunities![]()
This is my personal opinion, so please use it as a reference only![]()
There's no one like me who anticipates that the most recent high will be exceeded by the end of August, right?
I still think there is a path for that by the end of August based on my own data, so feel free to comment if anyone has similar thoughts
Personally, there are no people who have this kind of thinking, or if there are extremely few, I think it's room for growth where it can go up rapidly
In a bull market cycle, high prices are updated more and more, and rather, I think it's normal to feel uncomfortable and hopeful about this way of falling, so if it falls day by day, I'm adopting a batting method of increasing prices and buying more so as not to lose opportunities
This is my personal opinion, so please use it as a reference only
Translated
20
12
codeOZ(家長)
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
43 for L37 to 43 for transition, 112 for N 106 to 116![]()
If it's 112 that refuses to go down the extension...![]()
PCE tonight![]()
It feels like the range of predictions has narrowed, so maybe it's a countdown until night run away![]()
43 for L37 to 43 for transition, 112 for N 106 to 116
If it's 112 that refuses to go down the extension...
PCE tonight
It feels like the range of predictions has narrowed, so maybe it's a countdown until night run away
Translated
17
24
codeOZ(家長)
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Let's get away with our stomachs. High-tech stocks have the characteristic of being traded ahead of the economy. We are currently in the early stages of a recession.
Let's get away with our stomachs. High-tech stocks have the characteristic of being traded ahead of the economy. We are currently in the early stages of a recession.
Translated
4
3
codeOZ(家長)
commented on
Leveraged tech stock ETF backfires with push buying - plummets after capital inflow
2024/7/25 14:26 JST (some excerpts)
The high risk of ETFs aiming for profits of 2 or 3 times the movement of underlying assets is highlighted
A record high of 230 billion yen flowed into SOXL last week - plummeted 15% on the 24th
In the recent upward phase of technology stocks boosted by the artificial intelligence (AI) boom, push buying was the winning equation. However, it backfired. In particular, investors in products that were leveraged to expand returns suffered a great deal of pain.
2024/7/25 14:26 JST (some excerpts)
The high risk of ETFs aiming for profits of 2 or 3 times the movement of underlying assets is highlighted
A record high of 230 billion yen flowed into SOXL last week - plummeted 15% on the 24th
In the recent upward phase of technology stocks boosted by the artificial intelligence (AI) boom, push buying was the winning equation. However, it backfired. In particular, investors in products that were leveraged to expand returns suffered a great deal of pain.
Translated
10
4
codeOZ(家長)
commented on
Headwinds against yen carry, expansion of yen buying from the view that the Japan-US monetary policy is near a turning point
2024/7/25 12:10 JST (some excerpts)
The yen short is shrinking, and US monetary easing will soon begin - Amundi
DBS pointed out a reversal in carry trade, and yen bears are uneasy
The view that the Japan-US interest rate difference will finally shrink has intensified, and signs of a change in the depreciation trend of the yen are beginning to be seen in the foreign exchange market.
The yen exchange rate rose further against the dollar on the 25th, and the price rose by 5% or more from the low price against the dollar (161 yen 95 sen) for the first time in about 38 years set on the 3rd. Yen buying interventions by the government and the Bank of Japan, elimination of global carry trade, and reduction of bets on depreciation of yen by hedge funds are increasing the repulsive force.
2024/7/25 12:10 JST (some excerpts)
The yen short is shrinking, and US monetary easing will soon begin - Amundi
DBS pointed out a reversal in carry trade, and yen bears are uneasy
The view that the Japan-US interest rate difference will finally shrink has intensified, and signs of a change in the depreciation trend of the yen are beginning to be seen in the foreign exchange market.
The yen exchange rate rose further against the dollar on the 25th, and the price rose by 5% or more from the low price against the dollar (161 yen 95 sen) for the first time in about 38 years set on the 3rd. Yen buying interventions by the government and the Bank of Japan, elimination of global carry trade, and reduction of bets on depreciation of yen by hedge funds are increasing the repulsive force.
Translated
5
1
codeOZ(家長)
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
No matter what, I feel like the $42 SOXL is a good deal. Since they take the style of selling immediately at the purchase price ➕ 10%, there is also the fact that they are getting on with almost no losses. Maybe such a sweet market is over
No matter what, I feel like the $42 SOXL is a good deal. Since they take the style of selling immediately at the purchase price ➕ 10%, there is also the fact that they are getting on with almost no losses. Maybe such a sweet market is over
Translated
14
6
codeOZ(家長)
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
I accept all the risks and I'm going to redeem the returns![]()
I accept all the risks and I'm going to redeem the returns
Translated
13
4
codeOZ(家長)
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
I feel tired this week with meetings and meetings starting in the morning from Monday to today![]()
Some of the things I have a sense of alarm and crisis are written on the news, so please refer to them and make a calm decision
👇👇👇
AI heats up and blows away the total market value of the Nasdaq 100 Index by 1 trillion dollars
Rotation from high-tech stocks continues to be seen, but it was suggested that there are other factors behind the intense price movements of high-tech stocks. Specifically, investors seem to be listening to some voices on Wall Street saying that the AI-related stock bubble, which has boosted the total market value of the S&P 500 by 9 trillion dollars in the past year, will not escape collapse. The 24th may not be the beginning, but the magnitude of the decline sounds an alarm.
Neville Javelli, portfolio manager at All Spring Global Investments, said, “There may be some AI fatigue in the short term. Part of the AI investment of big tech companies is because there is a possibility that they will not generate profits in the period investors had in mind,” he said...
I feel tired this week with meetings and meetings starting in the morning from Monday to today
Some of the things I have a sense of alarm and crisis are written on the news, so please refer to them and make a calm decision
AI heats up and blows away the total market value of the Nasdaq 100 Index by 1 trillion dollars
Rotation from high-tech stocks continues to be seen, but it was suggested that there are other factors behind the intense price movements of high-tech stocks. Specifically, investors seem to be listening to some voices on Wall Street saying that the AI-related stock bubble, which has boosted the total market value of the S&P 500 by 9 trillion dollars in the past year, will not escape collapse. The 24th may not be the beginning, but the magnitude of the decline sounds an alarm.
Neville Javelli, portfolio manager at All Spring Global Investments, said, “There may be some AI fatigue in the short term. Part of the AI investment of big tech companies is because there is a possibility that they will not generate profits in the period investors had in mind,” he said...
Translated
17
8
codeOZ(家長) : It's painful that the timing of the riva, which had the biggest inflow of funds, was crushed by the rewind of Calitre and fell below 45, and was damaged up to 37 in the volume zone at the time of the previous missile. I was watching about 35 with the monthly lower value 14 and the upper value 70 Fibonacci 618 due to adjustments until October, but since there is so much momentum, I have to consider dropping below 30 depending on the reaction of the financial results.
At least we can't expect a rise in calitre training when the yen appreciates.