$Arm Holdings(ARM.US$
As far as we look at the state of semiconductor demand going forward, it's still going to grow! Maybe there will be more temporary adjustments? I don't care I don't care! Don't worry about short-term adjustments!
・TSMC financial results expectations for 7/18 (assumed to have an impact on semiconductor demand)
・The yen is temporarily getting higher
So I think it's okay to go in early!
※I wonder if the other reasons for the purchase ️ people are saying lol
As far as we look at the state of semiconductor demand going forward, it's still going to grow! Maybe there will be more temporary adjustments? I don't care I don't care! Don't worry about short-term adjustments!
・TSMC financial results expectations for 7/18 (assumed to have an impact on semiconductor demand)
・The yen is temporarily getting higher
So I think it's okay to go in early!
※I wonder if the other reasons for the purchase ️ people are saying lol
Translated
6
$Kadokawa(9468.JP$
Congratulations to those who bought it when commenting before.
Conclusion: I think there is still more room for growth, but it may be okay to consider selling once.
Reason: Securing cash in case adjustments are made when Powell's remarks and indicators are announced this week
There's still more cash! That way, when it falls, it's also possible to go wrong!
If you don't worry, you can go ️ is probably about the following 3 points!
1) More terrible information has been leaked
2) The lawsuit against the former chairman's country spread to KADOKAWA
3) Financial results scheduled for early August are delicate
Let's have a more enjoyable investment life!
Congratulations to those who bought it when commenting before.
Conclusion: I think there is still more room for growth, but it may be okay to consider selling once.
Reason: Securing cash in case adjustments are made when Powell's remarks and indicators are announced this week
There's still more cash! That way, when it falls, it's also possible to go wrong!
If you don't worry, you can go ️ is probably about the following 3 points!
1) More terrible information has been leaked
2) The lawsuit against the former chairman's country spread to KADOKAWA
3) Financial results scheduled for early August are delicate
Let's have a more enjoyable investment life!
Translated
4
HANIWA_828
liked
What kind of images do you have about the semiconductor sector today?
・Lasertech was stirred up by short selling funds and fell 25% from a high price
・NVidia lowered 10% from the high price and is making adjustments
・Many semiconductor brands are also flat or falling
From that situation,As expected, the ceiling would have been attached; semiconductors and AI are in a bubble, so there should be a big drop from hereI think there are many people who feel that way. Certainly, there is an aspect where stocks that are too strong are being sold in individual stocks.
butIf you look at the sector as a whole, the image is different。
2644 is a GX Japan semiconductor stock ETF, and 2243 is a GX SOX linked semiconductor ETFIt is.
In Japan at 2644, the GMMA turned positive, that is, it changed to an upward trend in the medium term, and it is still close to 2% until the high prices of 3/7 and 4/1. However, since my upper beard has been getting heavier since last weekend, it may drop slightly again around here due to the ceiling in front of me.
Still, don't you think it's strong?
2243 linked to SOX continues its upward trendThat's it.
What is the current market price“Semiconductors are weak, interest rates are high, and finance, banking, and insurance are strong”I think it's an image like that,that one...
・Lasertech was stirred up by short selling funds and fell 25% from a high price
・NVidia lowered 10% from the high price and is making adjustments
・Many semiconductor brands are also flat or falling
From that situation,As expected, the ceiling would have been attached; semiconductors and AI are in a bubble, so there should be a big drop from hereI think there are many people who feel that way. Certainly, there is an aspect where stocks that are too strong are being sold in individual stocks.
butIf you look at the sector as a whole, the image is different。
2644 is a GX Japan semiconductor stock ETF, and 2243 is a GX SOX linked semiconductor ETFIt is.
In Japan at 2644, the GMMA turned positive, that is, it changed to an upward trend in the medium term, and it is still close to 2% until the high prices of 3/7 and 4/1. However, since my upper beard has been getting heavier since last weekend, it may drop slightly again around here due to the ceiling in front of me.
Still, don't you think it's strong?
2243 linked to SOX continues its upward trendThat's it.
What is the current market price“Semiconductors are weak, interest rates are high, and finance, banking, and insurance are strong”I think it's an image like that,that one...
Translated
43
6
$Lasertec(6920.JP$
While there is a sense that the overall market price is overheated, there are lots of undervalued stocks. The only reason for Lasertech's decline was fraudulent accounting reports for short selling funds.
Other than that, business performance was strong and there was no bad news. If you're going to fight for a short time, one option is to go in now and sell before settlement!
anyway in! lol
While there is a sense that the overall market price is overheated, there are lots of undervalued stocks. The only reason for Lasertech's decline was fraudulent accounting reports for short selling funds.
Other than that, business performance was strong and there was no bad news. If you're going to fight for a short time, one option is to go in now and sell before settlement!
anyway in! lol
Translated
8
$Nikkei 225(.N225.JP$
It is important to note that the market is slightly optimistic. There is a possibility that adjustments will be made around Powell's comments and the US Consumer Price Index (CPI), which is scheduled to be announced next week.
○ You can benefit even from high price updates while keeping some
○Securing cash so that it can be put in with a pinch in the event of a decline due to adjustments
One way is to consider things like that.
Let's have some fun!
It is important to note that the market is slightly optimistic. There is a possibility that adjustments will be made around Powell's comments and the US Consumer Price Index (CPI), which is scheduled to be announced next week.
○ You can benefit even from high price updates while keeping some
○Securing cash so that it can be put in with a pinch in the event of a decline due to adjustments
One way is to consider things like that.
Let's have some fun!
Translated
8
$Kadokawa(9468.JP$
Financial results were going well before the ransomware attack. This issue doesn't shake the foundation of the business either.
I mean buy it! I don't know if this is the bottom, but...
Financial results were going well before the ransomware attack. This issue doesn't shake the foundation of the business either.
I mean buy it! I don't know if this is the bottom, but...
Translated
4
![[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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)