duangdhuang
liked
This is my first column update in a while.
I've almost established my own investment style, and now I just need to do it casually.
A lot of people say, “I can't stand a decrease in assets if a crash actually occurs,” but I don't think there's anything that bothered me.
You just need to have the amount you need when you use it.
It would be better if stock prices fell during the asset formation period.
People say, “You'll get impatient even if you know that in your head,” but I don't think that's going to work, so I think “I want to experience a crash as soon as possible.”
By the way, recently content such as “it's not good to invest only in Orkan” or “I don't know who invests in indices” has come to be noticed.
I'm not interested, and the content is decided to be flimsy anyway, so I'm not watching it, but well, I guess I can get PVs and number of views.
I think “crap” from the bottom of my heart.
The type of person like me who doesn't worry about “continuing index investment steadily to the extent possible and rebalancing once every few years” is opposed to that kind of ?$#@$ content aimed at earning PV views...
I've almost established my own investment style, and now I just need to do it casually.
A lot of people say, “I can't stand a decrease in assets if a crash actually occurs,” but I don't think there's anything that bothered me.
You just need to have the amount you need when you use it.
It would be better if stock prices fell during the asset formation period.
People say, “You'll get impatient even if you know that in your head,” but I don't think that's going to work, so I think “I want to experience a crash as soon as possible.”
By the way, recently content such as “it's not good to invest only in Orkan” or “I don't know who invests in indices” has come to be noticed.
I'm not interested, and the content is decided to be flimsy anyway, so I'm not watching it, but well, I guess I can get PVs and number of views.
I think “crap” from the bottom of my heart.
The type of person like me who doesn't worry about “continuing index investment steadily to the extent possible and rebalancing once every few years” is opposed to that kind of ?$#@$ content aimed at earning PV views...
Translated
7
duangdhuang
reacted to
From the beginning of the yearSemiconductor stocks that were doing wellOn April 4Major adjustmentsI did it. The adjustments this time areThere has been no change in fundamentals surrounding the semiconductor industry,principallyIt is largely due to external factorsIt's conceivable.The recovery in semiconductor market conditions and the benefits of the generative AI boom are expected to continueBecause,When making adjustments, it's an opportunity to buy spectacularlyLet's be This timeList up candidate stocks to buyI did it.
Of the major US stock indicesYear-to-date gain/fall rateIf you check (same as below until 4/4),The S&P 500 Index rose 8%Whereas I didThe Nasdaq 100 Index rose 6%I did it. At first glance, tech stocks seem to pale in comparison to the market as a whole. Meanwhile, the Philadelphia Semiconductor Stock Price Index, which consists of semiconductor stocks, which are one corner of tech stocks (SOX index) rose 14%I did it.What is the SOX index due to the AI boomIt rose by 65% in 2023,Stay strong in 2024It looks like it did.
On 4/4, the SOX index fell 3.0%. The S&P 500 Index and the Nasdaq 100 Index fell 1.2% and 1.6%, respectively.
4/4'sThe whereabouts...
Translated
+1
92
2
duangdhuang
reacted to
The S&P 500 “rose over 10% in 1Q” has stalled 12 times in the past 75 years, and has only stalled once. JP Morgan predicts that “steady progress will continue”
Translated
7
duangdhuang
reacted to
◇The US stock market in Q2 is likely to continue its upward trend◇
In response to PCE statistics as predicted by the market, Fed Chairman Powell emphasized the start of interest rate cuts by the end of the year, but he explained again that there is no need to hurry. Institutional investors such as City still showed interest rate cut scenarios starting in June, but uncertainty about interest rate cuts in June is definitely rising. However, the US stock market forecast for Q2 remains the same as set at the beginning of the year, and it is generally expected that the upward trend will continue, and above allUntil interest rate cuts are implemented, purchases of tech stocks such as AI semiconductors will continue to be the main strategy due to “FOMO (Fear of Missing Out)”I see. This week's market prices are still being developed to search for new clues to interest rate forecasts that have increased uncertainty. Employment statistics are being announced this week, and it is expected that the market will want to determine these.In addition to the number of private sector jobs on the 2nd, non-farm payrolls on the 5th, and the unemployment rate are highIt's likely to happen.
◇ NVDA, SMCI, etc. in the “Stargate” development plan...
In response to PCE statistics as predicted by the market, Fed Chairman Powell emphasized the start of interest rate cuts by the end of the year, but he explained again that there is no need to hurry. Institutional investors such as City still showed interest rate cut scenarios starting in June, but uncertainty about interest rate cuts in June is definitely rising. However, the US stock market forecast for Q2 remains the same as set at the beginning of the year, and it is generally expected that the upward trend will continue, and above allUntil interest rate cuts are implemented, purchases of tech stocks such as AI semiconductors will continue to be the main strategy due to “FOMO (Fear of Missing Out)”I see. This week's market prices are still being developed to search for new clues to interest rate forecasts that have increased uncertainty. Employment statistics are being announced this week, and it is expected that the market will want to determine these.In addition to the number of private sector jobs on the 2nd, non-farm payrolls on the 5th, and the unemployment rate are highIt's likely to happen.
◇ NVDA, SMCI, etc. in the “Stargate” development plan...
Translated
11
duangdhuang
liked
$Intel(INTC.US$ Intel news
It said it will be an important enabler for achieving cost reduction targets of $8 billion to over $10 billion after 2025. In this new operating model, Intel's internal product group will transition to a foundry style relationship with the company's manufacturing group. As a result, company executives say they anticipate a broad level of efficiency improvement reflected in increased profitability as Intel pursues its long-term goal of achieving a 60% non-GAAP gross profit margin. Intel Provides Update on Internal Foundry Model
It said it will be an important enabler for achieving cost reduction targets of $8 billion to over $10 billion after 2025. In this new operating model, Intel's internal product group will transition to a foundry style relationship with the company's manufacturing group. As a result, company executives say they anticipate a broad level of efficiency improvement reflected in increased profitability as Intel pursues its long-term goal of achieving a 60% non-GAAP gross profit margin. Intel Provides Update on Internal Foundry Model
Translated
7
duangdhuang
reacted to
Microsoft, a major US tech company, announced on Monday that it will split sales of the chat/video application “Teams” from the company's office software “Office” on a global scale. This move is in response to surveillance under the Antimonopoly Act so far by the European Union (EU) and other regulators, and it also has the purpose of avoiding the possibility of fines under the Antimonopoly Act.
Teams was added to the Office 365 suite for free in 2017, and quickly became a popular communication and collaboration tool among business users. However, competitors such as Slack and other apps under the Salesforce umbrella argue that Microsoft's bundling Teams with Office is unfair competition, and are fighting back.
Regulators such as the EU have been investigating Microsoft about this act since 2020, when Slack filed a complaint with the European Commission. Microsoft's spin-off move is seen as a compromise against pressure from regulators, and also an attempt to avoid severe penalties that may be faced in the future.
microcomputer...
Teams was added to the Office 365 suite for free in 2017, and quickly became a popular communication and collaboration tool among business users. However, competitors such as Slack and other apps under the Salesforce umbrella argue that Microsoft's bundling Teams with Office is unfair competition, and are fighting back.
Regulators such as the EU have been investigating Microsoft about this act since 2020, when Slack filed a complaint with the European Commission. Microsoft's spin-off move is seen as a compromise against pressure from regulators, and also an attempt to avoid severe penalties that may be faced in the future.
microcomputer...
Translated
1
duangdhuang
liked
The Japanese government announced on Tuesday that it has approved a subsidy of up to 590 billion yen (3.9 billion dollars) for chipmaker Rapidus (Rapidus).
The Japanese government approved most of the aid Japan's Ministry of Economy, Trade and Industry was seeking for 19-month-old start-ups. Prior to this, Lapidas had already received several billion dollars from the Japanese government in order to mass-produce chips in Hokkaido by 2027.
Japan's Minister of Economy Saito Ken confirmed the amount of this subsidy at a regular press conference on Tuesday.
This amount is part of the approximately 4 trillion yen that Japan has allocated over the past 3 years to restore its former chip manufacturing capacity. Prime Minister Fumio Kishida plans to provide financial support of 10 trillion yen to chip manufacturers and the private sector, and already $Taiwan Semiconductor(TSM.US$ Kumamoto Plant 1 of $Micron Technology(MU.US$ Billions of dollars have been invested in the Hiroshima Plant Expansion Project. Tip D...
The Japanese government approved most of the aid Japan's Ministry of Economy, Trade and Industry was seeking for 19-month-old start-ups. Prior to this, Lapidas had already received several billion dollars from the Japanese government in order to mass-produce chips in Hokkaido by 2027.
Japan's Minister of Economy Saito Ken confirmed the amount of this subsidy at a regular press conference on Tuesday.
This amount is part of the approximately 4 trillion yen that Japan has allocated over the past 3 years to restore its former chip manufacturing capacity. Prime Minister Fumio Kishida plans to provide financial support of 10 trillion yen to chip manufacturers and the private sector, and already $Taiwan Semiconductor(TSM.US$ Kumamoto Plant 1 of $Micron Technology(MU.US$ Billions of dollars have been invested in the Hiroshima Plant Expansion Project. Tip D...
Translated
6
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)