If you want to buy semiconductor stocks, how about Micron Technology instead of Nvidia?
Reason: Just a feeling.

The Federal Reserve Board (FRB) will hold a meeting (FOMC) to determine monetary policy at 3:30 am on August 1st Japanese time.
Chairman Powell has expressed a cautious view on the trends of prices and employment, and in the market,it is expected that the policy interest rate will be maintained.The focus is likely to be on how Chairman Powell will address the timing and frequency of interest rate cuts during the press conference after the meeting.
Future monetary policy of the FRBIf you want to know about it quickly, don't miss this live stream!
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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...

Ahead of the monetary policy meeting by the Bank of Japan on 6/13-14, the market is focusing on a further increase in policy interest rate guidance targets, that is, the period of additional interest rate hikes.
Also, at the current president's press conference, attention is being paid to whether they will send out some kind of message regarding future interest rate policies, government bond purchase policies, and reduction in purchase amounts.
If you want to be the first to know about statements from important people and future market trends, don't miss this concert!　　
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