ETFケン
commented on
Mr. Buffett last quarter $Apple (AAPL.US)$The holding ratio of many US stocks, including those, has been drastically lowered, and it has been oversold for 7 consecutive quarters, and it has accelerated to the 2nd quarter of this year,The total amount of stock oversales reached 75 billion dollarsI did it.
Also, $Berkshire Hathaway-A (BRK.A.US)$According to the financial results report, the company held 234.6 billion dollars of US short-term government bonds as of the end of the second quarter, and also held more than 42 billion dollars in cash and cash equivalents.Current cash on hand is a record high of 276.9 billion dollarsIt has become.
In contrast, US bonds with a maturity of less than 1 year held by the Fed were 195.3 billion dollars as of 7/31. This isBerkshire far surpasses the Fed in terms of US short-term debt positionsIt means it's there.
While US stocks are sluggish, the “god of investment” sends pessimistic signals
Warren Buffett announced that he would buy short-term government bonds through US bond bidding during the economic crisisI was doing it.
Normally, returns on short-term government bonds are not as high as risk investments such as stocks, etc...
Also, $Berkshire Hathaway-A (BRK.A.US)$According to the financial results report, the company held 234.6 billion dollars of US short-term government bonds as of the end of the second quarter, and also held more than 42 billion dollars in cash and cash equivalents.Current cash on hand is a record high of 276.9 billion dollarsIt has become.
In contrast, US bonds with a maturity of less than 1 year held by the Fed were 195.3 billion dollars as of 7/31. This isBerkshire far surpasses the Fed in terms of US short-term debt positionsIt means it's there.
Warren Buffett announced that he would buy short-term government bonds through US bond bidding during the economic crisisI was doing it.
Normally, returns on short-term government bonds are not as high as risk investments such as stocks, etc...
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![Mr. Buffett maintains that “cash is king”! An alarm for the US stock market?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240809/b8ef3dadc38a4282a3f392538df134b5.png/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
Fish in a fishing pond
Fish in a fishing pond
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ETFケン
liked
$NVIDIA (NVDA.US)$
Buy me a little bit by little
Buy me a little bit by little
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$NVIDIA (NVDA.US)$
What is the lost world
What is the lost world
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ETFケン
liked
$NVIDIA (NVDA.US)$
Thank you for the locust that targets shime
Thank you for the locust that targets shime
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voted
June 5, $Taiwan Semiconductor (TSM.US)$ The closing price of rose 6.85%, and the stock price reached a record high. At the same time, $Qualcomm (QCOM.US)$ is 3.68%, $Advanced Micro Devices (AMD.US)$ is 3.86%, $Arm Holdings (ARM.US)$ increased by 8.59%. TSMC's cumulative profit this year has exceeded 57%.
Chairman Wei of TSMC suggested that they are considering raising the price of the company's artificial intelligence chip foundry service. At the same time, with TSMC $NXP Semiconductors (NXPI.US)$ They are planning to build a joint plant in Singapore.
Where do you think this wave of the semiconductor market will go?
Chairman Wei of TSMC suggested that they are considering raising the price of the company's artificial intelligence chip foundry service. At the same time, with TSMC $NXP Semiconductors (NXPI.US)$ They are planning to build a joint plant in Singapore.
Where do you think this wave of the semiconductor market will go?
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ETFケン
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After closing the US stock market on 5/22 (morning of the 23rd Japan time), NVIDIAFirst quarter of fiscal year 2025We are planning to announce financial results.![]()
Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!![]()
[Rewards]
● 5,000 points distributed evenly
May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
[Exclusive 500 yen Amazon gift card]
Would you like to take part in more challenging contests?
May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
● 5,000 points distributed evenly
May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
Would you like to take part in more challenging contests?
May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
Translated
![[Bonus available] Get benefits by predicting the closing price after Nvidia's Q1 financial results are announced!](https://sgsnsimg.moomoo.com/sns_client_feed/181000777/20240521/1716277276613-8fc60becf0.jpeg/thumb?area=105&is_public=true)
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ETFケン : You can't bring money to the graveyard