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kantaro1214 Private ID: 181184641
AIテクノロジーの将来性を疑わない!!
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    $NVIDIA (NVDA.US)$ $Direxion Daily NVDA Bull 2X Shares (NVDU.US)$
    Short sales have increased quite a bit, so they're probably trying to hold them down today too
    It's rising fuel from next week onwards 🚀
    Translated
    Short-selling fuel
    Short-selling fuel
    Short-selling fuel
    What do you think about NVDA's earnings forecasts before and after the announcement? According to the advance forecast for the 27th, the stock price is conservatively expected to reach 135 yuan and 145 yuan at the highest.
    If the profit is good, it could exceed 150 yuan by the end of the week.
    Analysts' average target price is 144 yuan, and the highest135-140It was the original.
    I plan to switch to the call option starting today and return to stocks on the 27th or exit altogether.
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    4
    Sales of Taiwan Semiconductor Manufacturing (NYSE: TSM) in July were as demand for artificial intelligence chips used in AI products increased,Approximately 256.9 billion 50 million Taiwan dollars, up 44.7% from the same month last yearIt surged to
    Since TSM, which produces chips for the world's largest high-tech companies such as Apple (AAPL), NVDA (NVDA), and AMD (AMD), had sales in June of 207.8 billion 70 million Taiwan dollars,23.6% increase from previous monthIt became.
    Sales for the seven months from January to July 2024 reached 1.5 billion23 million Taiwan dollars, a sharp increase of 30.5% compared to the same period in 2023.
    Amid a rapid increase in demand for chips for AI products, TSM's second quarter financial results are expected to exceed expectations, and earnings forecasts for the third quarter are also expected to exceed expectations. For the third quarter, against the company's cutting-edge process technologyStrong demand related to smartphones and AI is boosting the company's businessI anticipate that.
    Translated
    $NVIDIA (NVDA.US)$And the market is currently in a rollercoaster state. Analysts say earnings are strong, but selling pressure continues, and the rise in stock prices seems unsustainable. There is good news and bad news, but it seems that bad news in particular attracts attention and is being sold out of fear or because other investors are selling.
    Furthermore, $Super Micro Computer (SMCI.US)$ Earnings were disappointing (again), but would actually raising guidance be a good sign for NVIDIA?
    It's strange that the same month's profits are supposed to be great, but the stock is being sold for $800 or $700, and it's a hot topic.
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    $Super Micro Computer (SMCI.US)$
    Is the market going to destroy this company? It is a company necessary for the coming era. A 20% minus is out of order.
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    $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
    I still can't let my guard down at all, but considering that IBD's put call ratio is 1.11, the fear and greed index is 21, the day before yesterday, they have a big underbeard with turnover the day before yesterday, and that bond prices and VIX continue to decline, etc., there is a possibility that it will drop once. I think the NAAIM index will be updated at night today, but if it falls to about 30, there is a possibility that the decline that was scheduled to fall in the summer withering market was all at once until the carry trade crash the day before yesterday... I'm sorry if I'm wrong 🙏 However, if the NAAIM index hasn't dropped sufficiently to 50, 60, 70, for example, there is a possibility that it will drop 2-3 from here due to institutional investors' summer profit determination, so don't rush to buy I think it's better to wait
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    3
    Mass media and news alone are sufficient for incitement.
    Nevertheless, the crash instigator is constantly coming to SNS.
    Moved by these, Menhera investors incontinent sell, and then buy them by institutional investors and individual investors like me.
    Please don't be affected by incitement to the crash and have a strong heart.
    Actually, it hasn't declined much. It was even worse when the coronavirus was announced. There are also many restaurants and businesses that have gone bankrupt. However, after just a month, it began to make a big comeback.
    The last time the Therm Rule came on was when COVID-19 was announced. The unemployment rate will temporarily worsen, like stock prices, but it will recover due to the strong US economy.
    If it goes down, it's time to buy more without selling it.
    Watch MACD little by little
    $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
    $Direxion Daily Technology Bull 3X Shares ETF (TECL.US)$
    $NVIDIA (NVDA.US)$
    $Direxion Daily NVDA Bull 2X Shares (NVDU.US)$
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    7
    $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
    伝説の投資家、清原達郎氏は「落ちるナイフはつかむなというが、間違いだ。暴落で悲観したら買うしかないだろ。それがいつか輝く資産になる」と著書で言ったらしい
    つまり、かの清原氏にも底値はわからなかったということだそうだ
    とは言え、ファダメンタル分析と銘柄選定に絶対の自信を持つ清原氏だから言える言葉とも言える
    要は大幅下落時において、自分の分析に従い、納得出来る株価で自分の選定した銘柄を買えば良いということだと考える
    自分もSOXLが20前後に落ちてきたら口で受けようと思う
    2
    kantaro1214 reacted to
    $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
    If a serious economic recession occurs or is occurring, I think ViX will lightly surpass 32 and enter a bear market. The current ViX is around 20, which is far from entering the bear market, and if you look at objective data, I think there is a high possibility that the market is too involved, but I think the unemployment rate and various economic indicators to be announced in the future are what we must keep an eye on, and confirm how the market will perceive it as a result At the same time, it is also necessary to be clear about what you thought so as not to be misled by market psychology
    However, since it's been a long period of time, I only buy and hold where it goes up and down now, so I've talked about it this much, but isn't it best to believe and hold on to the future of semiconductors? I think
    If you think that growth continues while confirming business results and prospects, I don't think that's the biggest mistake
    There are people who are in a very difficult situation in the short term, and there are also people who are doing things well, so this kind of information and opinions are needed...
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    If the US enters a recession, stock prices will continue to fall for about 6 months. Are Vanguard's US bond ETF (EDV) or Blackrock's US bond ETF (TLT) safe to hold in cash as evacuation destinations? NISA can be used for EDV, and TLT has monthly dividends. What's left is Japanese bank stocks!? (Laughter) The Bank of Japan seems to be inducing Japanese banks to make money, so it might be possible to take advantage of that conspiracy.
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