Irene_
commented on
$Micron Technology (MU.US)$
The stocks I sold went up...
Will the stocks I bought fall,
I wonder why ♪
MU fell, so I thought I'd buy more, but since I didn't have any dollars on hand, I took advantage of the VRT that had fallen and bought MU. Immediately after that, MU fell, and VRT began to rise.
I'm too bad at it
Well, if you look at it over the long term, is this an error
The stocks I sold went up...
Will the stocks I bought fall,
I wonder why ♪
MU fell, so I thought I'd buy more, but since I didn't have any dollars on hand, I took advantage of the VRT that had fallen and bought MU. Immediately after that, MU fell, and VRT began to rise.
I'm too bad at it
Well, if you look at it over the long term, is this an error
Translated
22
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Irene_
reacted to
I will share my personal watchlist related to AI datacenter with NVIDIA at the center. I hope it can be helpful to you in some way.
1️⃣ Hardware provider - NVIDIA Corporation $NVDA: As you know, it is the leader in GPU and AI chips, playing a central role in AI data centers.
- Taiwan Semiconductor Manufacturing Company $TSM: The world's leading semiconductor manufacturing company, responsible for NVIDIA's GPU production.
- ARM Holdings plc $ARM: ARM's semiconductor design provides high energy efficiency and scalable processors, thereby improving the performance and efficiency of AI data centers. It is collaborating with NVIDIA to build CPUs for data centers.
- Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and offers hardware platforms that optimize the use of NVIDIA's GPUs. It has a long-standing relationship with NVIDIA...
1️⃣ Hardware provider - NVIDIA Corporation $NVDA: As you know, it is the leader in GPU and AI chips, playing a central role in AI data centers.
- Taiwan Semiconductor Manufacturing Company $TSM: The world's leading semiconductor manufacturing company, responsible for NVIDIA's GPU production.
- ARM Holdings plc $ARM: ARM's semiconductor design provides high energy efficiency and scalable processors, thereby improving the performance and efficiency of AI data centers. It is collaborating with NVIDIA to build CPUs for data centers.
- Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and offers hardware platforms that optimize the use of NVIDIA's GPUs. It has a long-standing relationship with NVIDIA...
Translated
109
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Irene_
liked
I'll be posting again now.
Sometimes, I just talk to myself, but...
There seems to be some rough movement for a while.
For now, I'll just tell you one thing.
We're not in a situation where it's okay to invest in AI and semiconductors.
What will change in how depending on the world situation? Let's verify it while researching.
Depending on the situation, sector performance will fluctuate.
For example,
NVIDIA is certainly good, but if you're going to invest $20,000 right now, it's better not to focus on one side and understand that there are better stocks.
Sometimes, I just talk to myself, but...
There seems to be some rough movement for a while.
For now, I'll just tell you one thing.
We're not in a situation where it's okay to invest in AI and semiconductors.
What will change in how depending on the world situation? Let's verify it while researching.
Depending on the situation, sector performance will fluctuate.
For example,
NVIDIA is certainly good, but if you're going to invest $20,000 right now, it's better not to focus on one side and understand that there are better stocks.
Translated
17
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Irene_
reacted to
$Snowflake (SNOW.US)$ 買ったら売るな!
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Irene_
liked
The US Federal Reserve (Fed) will host the last FOMC of the year. From 4:30 a.m. on 2023/12/14 (Thursday) Japan time, FOMC statementsChairman Powell's press conferenceIn addition, the latest economic forecasts (SEP, Summary of Economic Projections) by FOMC members will be announced. Among them, I think the members are appropriate.”Distribution chart of policy interest rate levels (dot chart)” will also be updated.
Among investors, federal fund rate (policy interest rate) increases continued to take short breaks, and the current federal fund target range has been in place for 3 consecutive meetings5.25% ~ 5.50%There are many people who think that it will not change from the level of Stay tuned for the live broadcast for more details!
What is this eventSubtitle translation formatIt will be distributed by If you would like to watch it,“Book” buttonPlease click
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. The subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). Machine translation from English to Japanese...
Among investors, federal fund rate (policy interest rate) increases continued to take short breaks, and the current federal fund target range has been in place for 3 consecutive meetings5.25% ~ 5.50%There are many people who think that it will not change from the level of Stay tuned for the live broadcast for more details!
What is this eventSubtitle translation formatIt will be distributed by If you would like to watch it,“Book” buttonPlease click
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. The subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). Machine translation from English to Japanese...
Translated
Live broadcast of US Fed Chairman Powell's press conference
Dec 13 13:30
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