Mackye
liked
$NVIDIA(NVDA.US$
I was saying ☆ Raziel ☆ with Jim Cramer.
As it is, if profits continue to be made, the variation will be less than 23 times. You shouldn't sell stocks like this, and investors will eventually come back. It's better to put up with the pain and not sell
Eventually, it will arrive in a variant where no seller appears. I mean don't sell it.
I'm slow. I'm slow. Stocks are patience fees
I was saying ☆ Raziel ☆ with Jim Cramer.
As it is, if profits continue to be made, the variation will be less than 23 times. You shouldn't sell stocks like this, and investors will eventually come back. It's better to put up with the pain and not sell
Eventually, it will arrive in a variant where no seller appears. I mean don't sell it.
I'm slow. I'm slow. Stocks are patience fees
Translated
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Mackye
liked
$AstraZeneca(AZN.US$
AdCom for IMFINZI (durvalumab) tomorrow 7/25 🗓️
» IMFINZI + platinum-containing chemo
» as Tx for non-small cell lung cancer (NSCLC)
Briefing docs for Thursday’s AdCom posted yesterday…
⚠️ FDA highlights concerns about Imfinzi for perioperative NSCLC:
» overtreatment risk
» uncertainty on treatment benefit
» inadequate trial design
» lack of overall survival benefit
» potential for unnecessary exposure
⏰ Meeting begins Thursday, 9 a.m. ET.
AdCom for IMFINZI (durvalumab) tomorrow 7/25 🗓️
» IMFINZI + platinum-containing chemo
» as Tx for non-small cell lung cancer (NSCLC)
Briefing docs for Thursday’s AdCom posted yesterday…
⚠️ FDA highlights concerns about Imfinzi for perioperative NSCLC:
» overtreatment risk
» uncertainty on treatment benefit
» inadequate trial design
» lack of overall survival benefit
» potential for unnecessary exposure
⏰ Meeting begins Thursday, 9 a.m. ET.
3
Mackye
liked
Helped by a sharp rise in energy stocks and real estate stocks, Nifty and Sensex traded in a high price range and reached an all-time high.
As of noon, SENSEX is 0.4% higher to 81,681, and NIFTY is 0.42% higher to 24,939. The price increase was approximately 2,133 shares, and the price drop was 1,223 shares, 94 shares unchanged.
The broker market remained strong in the morning, rising 0.6% and 0.9%, respectively, before outperforming the headline index. Since the beginning of the year, the small and medium cap indices have each risen 26%, far exceeding Nifty's 15% increase rate over the same period.
Supported by increases in NTPC, Power Grid Corp, BPCL, and Coal India, the Nifty Energy Index rose 2%, making it the strongest performance on exchanges. Also, stocks such as DLF and Godrej Properties rose, and the real estate index showed steady movements. Nifty Motors also performed well, rising close to 1%.
The IT index fell 0.3%, making it the worst performance on the exchange. TCS and LTIMindtree are the best...
As of noon, SENSEX is 0.4% higher to 81,681, and NIFTY is 0.42% higher to 24,939. The price increase was approximately 2,133 shares, and the price drop was 1,223 shares, 94 shares unchanged.
The broker market remained strong in the morning, rising 0.6% and 0.9%, respectively, before outperforming the headline index. Since the beginning of the year, the small and medium cap indices have each risen 26%, far exceeding Nifty's 15% increase rate over the same period.
Supported by increases in NTPC, Power Grid Corp, BPCL, and Coal India, the Nifty Energy Index rose 2%, making it the strongest performance on exchanges. Also, stocks such as DLF and Godrej Properties rose, and the real estate index showed steady movements. Nifty Motors also performed well, rising close to 1%.
The IT index fell 0.3%, making it the worst performance on the exchange. TCS and LTIMindtree are the best...
Translated
7
Mackye
liked
$NVIDIA(NVDA.US$
Occasionally, there are opinions that it is sold because the CEO sells it, but since it feels like they are selling mechanically according to the rules that were originally decided, I don't feel like it's very helpful. I'm sorry if I made a mistake.
Occasionally, there are opinions that it is sold because the CEO sells it, but since it feels like they are selling mechanically according to the rules that were originally decided, I don't feel like it's very helpful. I'm sorry if I made a mistake.
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Mackye
Set a live reminder
The US Federal Reserve (Fed) will hold a meeting (FOMC) to decide on monetary policy at 3:30 a.m. on 8/1 Japan time.
Chairman Powell has expressed the idea of carefully evaluating trends in prices and employment, and in the marketMaintain policy interest ratesThere is a strong point of view. At the press conference after the meeting, the focus is likely to be on how to mention the timing and number of interest rate cuts.
The future of the Federal Reserve's monetary policyIf you want to know about it as soon as possible, don't miss this concert!!
This eventIn subtitle translation formatIt will be distributed. If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this concert is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If damage is suffered due to translated content, we are not responsible for such damage. oh...
Chairman Powell has expressed the idea of carefully evaluating trends in prices and employment, and in the marketMaintain policy interest ratesThere is a strong point of view. At the press conference after the meeting, the focus is likely to be on how to mention the timing and number of interest rate cuts.
The future of the Federal Reserve's monetary policyIf you want to know about it as soon as possible, don't miss this concert!!
This eventIn subtitle translation formatIt will be distributed. If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this concert is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If damage is suffered due to translated content, we are not responsible for such damage. oh...
Translated
Jul 31 13:30
Replay 24
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Mackye
commented on
The financial results season for US stocks was a turbulent beginning. Of the Big Tech M7, $Alphabet-A(GOOGL.US$with $Tesla(TSLA.US$It plummeted after financial results were announced. It has been pointed out that falling AI expectations are a common factor in the sale of shares of both companies, $NVIDIA(NVDA.US$Ya $Broadcom(AVGO.US$AI semiconductor stocks also depreciated drastically.
Will the turbulence at the beginning of financial results suggest the end of the AI market? Or is it just a profit-making sale due to rapid growth before settlement?
From the previous financial results season, which was also the beginning of turbulence,The following 2 points are important as to whether or not the AI market continuesIt has been suggested that is the case.
1) Trends in AI investments, particularly big tech capital investments
2) Trends and forecasts for AI-related earnings
This time, I finished announcing financial resultsCheck 1) and 2) above from the financial results of Alphabet, Tesla, and major semiconductor companiesI'll do it. Referring to the previous fiscal season,Also check future points of interestI'll do it.
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Even though the previous fiscal season suggests...
Will the turbulence at the beginning of financial results suggest the end of the AI market? Or is it just a profit-making sale due to rapid growth before settlement?
From the previous financial results season, which was also the beginning of turbulence,The following 2 points are important as to whether or not the AI market continuesIt has been suggested that is the case.
1) Trends in AI investments, particularly big tech capital investments
2) Trends and forecasts for AI-related earnings
This time, I finished announcing financial resultsCheck 1) and 2) above from the financial results of Alphabet, Tesla, and major semiconductor companiesI'll do it. Referring to the previous fiscal season,Also check future points of interestI'll do it.
Translated
+1
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4
Mackye
liked
Global system failure, $5.4 billion loss for Fortune 500 companies = insurers
July 25, 2024 4:36 AM GMT+9
On the 24th, insurance company Parametrix compiled an estimate that financial losses faced by US Fortune 500 companies such as Microsoft will reach 5.4 billion dollars in relation to issues caused by the US cybersecurity company Cloud Strike that caused a global system failure.
The total amount of insured losses is expected to be 540 million to 1.08 billion dollars.
Jonathan Hatzall (CEO) of Parametrics pointed out that there is a possibility that the current failure will be “the biggest event in cyber insurance history,” and “it spread all over the world extremely quickly.” According to his estimates, economic losses due to large-scale system failures will total about 15 billion dollars worldwide, and there is a possibility that insured losses will reach about 1.5 billion to 3 billion dollars.
July 25, 2024 4:36 AM GMT+9
On the 24th, insurance company Parametrix compiled an estimate that financial losses faced by US Fortune 500 companies such as Microsoft will reach 5.4 billion dollars in relation to issues caused by the US cybersecurity company Cloud Strike that caused a global system failure.
The total amount of insured losses is expected to be 540 million to 1.08 billion dollars.
Jonathan Hatzall (CEO) of Parametrics pointed out that there is a possibility that the current failure will be “the biggest event in cyber insurance history,” and “it spread all over the world extremely quickly.” According to his estimates, economic losses due to large-scale system failures will total about 15 billion dollars worldwide, and there is a possibility that insured losses will reach about 1.5 billion to 3 billion dollars.
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8
If you're a competent manager, it's a natural investment. Isn't half enough? it will be cheaper if you wait a little longer! What is the feeling of us common people waiting for hours and days aiming for bargain sales at supermarkets. The mass media and analysts are richer than us, but they seem to have a strong sense of common people
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3
Mackye
liked
$Viking Therapeutics(VKTX.US$
What drove stock move?
⇨ VK2735 oral 💊
» Oral dosing up to 80 mg looks tolerable enough to go to 100 mg
» No more catalyst drought with Obesity Week oral VK2735 readout added in Q4 (see 📸 for updated 2024 readouts)
» Should be an exciting Obesity Week 2024
⇨ VK2735 subq 💉
» Can go right to Ph3 based on FDA feedback - no Ph2b needed
» Testing monthly subq VK2735 based on PK data
⇨ VK2809 in NASH
» Still looking to partner Ph3/MACE
⇨ V...
What drove stock move?
⇨ VK2735 oral 💊
» Oral dosing up to 80 mg looks tolerable enough to go to 100 mg
» No more catalyst drought with Obesity Week oral VK2735 readout added in Q4 (see 📸 for updated 2024 readouts)
» Should be an exciting Obesity Week 2024
⇨ VK2735 subq 💉
» Can go right to Ph3 based on FDA feedback - no Ph2b needed
» Testing monthly subq VK2735 based on PK data
⇨ VK2809 in NASH
» Still looking to partner Ph3/MACE
⇨ V...
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