koniwa
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$NVIDIA(NVDA.US$ $Direxion Daily NVDA Bull 2X Shares(NVDU.US$ $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
If resolved through discussions with TSMC, it's probably a problem where shipping is only slightly delayed
Delayed by NVIDIA's new AI semiconductor due to poor design - Information Yi Wei Wong 2024/8/3 16:34 JST
Below is Bloomberg
⇨ NVIDIA will notify Microsoft about delays this week
⇨ Large-scale shipments not expected until the first quarter of 2025
The Information reported that the next artificial intelligence (AI) semiconductor of NVIDIA in the US is expected to be delayed due to design deficiencies, citing two anonymous people involved in the manufacture of the same semiconductor and server hardware.
According to reports, there is a possibility that this semiconductor will be delayed for 3 months or more, and there is a risk that NVIDIA customers Meta Platforms, Google, Microsoft, etc. will be affected.
An anonymous mom...
If resolved through discussions with TSMC, it's probably a problem where shipping is only slightly delayed
Delayed by NVIDIA's new AI semiconductor due to poor design - Information Yi Wei Wong 2024/8/3 16:34 JST
Below is Bloomberg
⇨ NVIDIA will notify Microsoft about delays this week
⇨ Large-scale shipments not expected until the first quarter of 2025
The Information reported that the next artificial intelligence (AI) semiconductor of NVIDIA in the US is expected to be delayed due to design deficiencies, citing two anonymous people involved in the manufacture of the same semiconductor and server hardware.
According to reports, there is a possibility that this semiconductor will be delayed for 3 months or more, and there is a risk that NVIDIA customers Meta Platforms, Google, Microsoft, etc. will be affected.
An anonymous mom...
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koniwa
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
① I had a good impression of semiconductor companies' performance and prospects so far rather than being relatively bad![]()
② I laughed and couldn't believe the financial results of N last time![]()
③ Big Tech's financial results also have many financial results that are good to look at as a whole, and they all indicate their intention to accelerate capital investment in AI
(Tailwind remarks for semiconductors)
④ There is no impression that AMD's content or outlook will be negative in the future, and Intel... I don't really care![]()
These facts should be factored in, but when it comes to stock prices, of course, people who are bullish now, people who buy, sell, people who set up short sales, etc. are trading without that fact due to temporary major fluctuations in stock prices, and that is the market. There are many people who have left the facts that have existed until now, and think that falling stock prices will worsen even financial results that have not yet been announced, and the media quickly accelerated such speculation according to stock prices...
① I had a good impression of semiconductor companies' performance and prospects so far rather than being relatively bad
② I laughed and couldn't believe the financial results of N last time
③ Big Tech's financial results also have many financial results that are good to look at as a whole, and they all indicate their intention to accelerate capital investment in AI
④ There is no impression that AMD's content or outlook will be negative in the future, and Intel... I don't really care
These facts should be factored in, but when it comes to stock prices, of course, people who are bullish now, people who buy, sell, people who set up short sales, etc. are trading without that fact due to temporary major fluctuations in stock prices, and that is the market. There are many people who have left the facts that have existed until now, and think that falling stock prices will worsen even financial results that have not yet been announced, and the media quickly accelerated such speculation according to stock prices...
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
① The price of gold, which is a safe asset, has been on an upward trend until now, and it is better to observe whether it will not rise further in response to the current economic indicators, but instead set the ceiling as factual sales![]()
There is a need to look at the possibility of risk off → risk on![]()
② Copper prices, which indicate economic trends, began falling in early June, and now we have to determine whether they will rebound at 50MA, and if copper prices rise from here on, there is a possibility that the bottom of the stock price is now, so pay attention![]()
③ The decline in the dollar index is basically a tailwind for gold and emerging markets, and it is also a tailwind for American companies' external demand, and we will consider where funds will go in the future based on + factors and whether the correlation with the dollar index in each market will continue or disappear
From the end of 2022 until now, the value of the dollar against world currencies has been fluctuating in a range and is stable![]()
④ ViX continues to keep a close eye on it and see where the ceiling is; if it exceeds 32, vigilance is necessary; if it does not exceed 32, the ceiling is attached without exceeding 32...
① The price of gold, which is a safe asset, has been on an upward trend until now, and it is better to observe whether it will not rise further in response to the current economic indicators, but instead set the ceiling as factual sales
There is a need to look at the possibility of risk off → risk on
② Copper prices, which indicate economic trends, began falling in early June, and now we have to determine whether they will rebound at 50MA, and if copper prices rise from here on, there is a possibility that the bottom of the stock price is now, so pay attention
③ The decline in the dollar index is basically a tailwind for gold and emerging markets, and it is also a tailwind for American companies' external demand, and we will consider where funds will go in the future based on + factors and whether the correlation with the dollar index in each market will continue or disappear
④ ViX continues to keep a close eye on it and see where the ceiling is; if it exceeds 32, vigilance is necessary; if it does not exceed 32, the ceiling is attached without exceeding 32...
Translated
![Talk with a serious mentor ③](https://sgsnsimg.moomoo.com/sns_client_feed/182867846/20240803/39c0aa5bf071b7ce4264c041c304ddd6.jpg?area=105&is_public=true)
![Talk with a serious mentor ③](https://sgsnsimg.moomoo.com/sns_client_feed/182867846/20240803/a0f871d0151162ad4d46fabbc2e76ebc.jpg?area=105&is_public=true)
![Talk with a serious mentor ③](https://sgsnsimg.moomoo.com/sns_client_feed/182867846/20240803/938290a461b7d5a18db21fb6912689f5.jpg?area=105&is_public=true)
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Please listen to it as an amateur's opinion 💦
The fact that employment statistics have been weak until now has suggested a recession.
However,
Originally, the weaker one was in the news (= interest rate cuts),
It was a weak number after the FOMC suggested a rate cut in September, so it just became bat news (= concern about the recession).
For now,
・The performance of companies that are announcing financial results is showing
・Interest rates will be cut and funds waiting in MMF (= there are about 600 trillion yen) will flow into stocks
・Economic stimulus policies by Trump
I'm waiting for things like that, so I don't think it's a scene where they go down from the market at all...??
That being said, the impact of exchange rates is also significant
・Daily economic indicators watch
・Geopolitical risk alert
I personally feel that it would be good to do it.
Please let us know what you think 💦
Please listen to it as an amateur's opinion 💦
The fact that employment statistics have been weak until now has suggested a recession.
However,
Originally, the weaker one was in the news (= interest rate cuts),
It was a weak number after the FOMC suggested a rate cut in September, so it just became bat news (= concern about the recession).
For now,
・The performance of companies that are announcing financial results is showing
・Interest rates will be cut and funds waiting in MMF (= there are about 600 trillion yen) will flow into stocks
・Economic stimulus policies by Trump
I'm waiting for things like that, so I don't think it's a scene where they go down from the market at all...??
That being said, the impact of exchange rates is also significant
・Daily economic indicators watch
・Geopolitical risk alert
I personally feel that it would be good to do it.
Please let us know what you think 💦
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koniwa
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$NVIDIA(NVDA.US$
come on! The Democratic Party should raise its stock firmly. You'll fall prey to playing cards.
I think the Democratic Party will be desperate as the election gets closer.
George Soros is Jewish, please.
come on! The Democratic Party should raise its stock firmly. You'll fall prey to playing cards.
I think the Democratic Party will be desperate as the election gets closer.
George Soros is Jewish, please.
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koniwa
reacted to
$NVIDIA(NVDA.US$
NVIDIA, the market is too bad. It's not your fault.
Please swim quietly in breaststroke until the current price cools down, it's hot 🥵. Maybe I'll go leisurely. Between 100 and 108, I'll accumulate chocolate chocolate. I didn't think I would save money with NVIDIA though. 😆
I wonder if I'll go to the pool 🏊♀️ too.
NVIDIA, the market is too bad. It's not your fault.
Please swim quietly in breaststroke until the current price cools down, it's hot 🥵. Maybe I'll go leisurely. Between 100 and 108, I'll accumulate chocolate chocolate. I didn't think I would save money with NVIDIA though. 😆
I wonder if I'll go to the pool 🏊♀️ too.
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koniwa
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
In terms of funding, it's hard to think that it will drop this far. It is normal to think that it is declining due to technical or investor sentiment. However, since it's an American stock, it's a huge hit if you go against it and fly against it. Semiconductors will surely advance to the age of quantum computers, so it would be correct to buy them after confirming the reversal. I only pretend to be dead lol
In terms of funding, it's hard to think that it will drop this far. It is normal to think that it is declining due to technical or investor sentiment. However, since it's an American stock, it's a huge hit if you go against it and fly against it. Semiconductors will surely advance to the age of quantum computers, so it would be correct to buy them after confirming the reversal. I only pretend to be dead lol
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koniwa
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$ Tears come out when I get down to here. Look like my jajah horse girl
It's really frustrating. It's sad.
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koniwa
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
I think it's better to make a decision after carefully watching price movements so as not to be reversed the moment everyone feels fearful![]()
I think it's better to make a decision after carefully watching price movements so as not to be reversed the moment everyone feels fearful
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