“Positive VIX” There was an upward sector even with the VIX rise that I talked about in the talk conversation with #高橋ダン this Sunday. Other than M7, let's “switch our heads” and face the market price!
$RUT Take profit, Dow #トランプ銘柄 Continued rise
#米国株 $QQQ $SOXL #レーザーテック $ASML $NVDA NVIDIA　#レバナス Due to Chinese restrictions
ASML's financial results announcement and new semiconductor regulations The stock price of ASML in the Netherlands fell sharply after financial results were announced. In addition to this, America's new semiconductor regulations for China have accelerated sales.
Major stock price index movements The New York Dow rose to +0.9%, but the S&P 500 fell sharply to -1.39% and the NASDAQ to -2.77%. Russell 2000 was also weak and recorded -0.8696%.
Exchange market movements The yen appreciated and the dollar depreciated, and the dollar yen fell to 156.20 yen. This is thought to be an effect of statements made by important people rather than exchange intervention.
Overall market reaction Semiconductors and large tech declined drastically, but finance, healthcare, daily necessities, etc. remained steady.
Future prospects The decline in semiconductor stocks is temporary, and in the future...

#NVDA #SOXL #ナスダック drop stop waiting
“I'm sick” Biden with post-COVID is collecting foreshadowing against Harris.
⏰ #トランプ銘柄 #ラッセル US stocks fell sharply.
📉 New York Dow -1.29%, S&P 500 -0.78%, NASDAQ -0.7%, Russell 2000 -1.85% #ドル円 157.20 yen 🆙 #エヌビディア short cover
#ドミノピザ Accounting Mistake ⤵. #ネットフリックス Settle the bill reasonably ⤵
✅ $AMZN Prime Day Stock Price Drop at Record High ⤵ w $LLY Drop ⤵ Roche Competitor Weight Loss Pills ⤴
💵 Crude oil prices have fallen, and the dollar yen appreciates the yen and the dollar weakens.
📊 NVIDIA and Broadcom rose in large tech stocks, while Apple and Google were weakly included ⤵.
🌐 International yields are generally rising, and market turmoil deepens.
📉 The stock market remained flat in the pre-market, but fell again after opening.
📈 Meta rose 3% and Iralily fell 6%
✅ Impression: Crashed accounts... dispatch? Don't be in a hurry ☺

#トランプ
Greed again due to the incident. The NY Federal Reserve Manufacturing Index continues to slow.
Chairman Powell “deepened my self on inflation”
San Francisco Federal Reserve Governor “Interest rate cuts 1 to 2 times within the year are appropriate, and CPI justifies adjustments”
#トランプ銘柄
$BTCJPY $JPM $GS $CAT $MARA $MSTR $TSLA $EOG $XOM $CVX $FANG $DVN $APA $HAL $SLB
PepsiCo's quarterly sales fall short of expectations, snack and beverage sales slow
US Delta Air Lines third quarter profit forecast is lower than expected
After the attempted assassination of the president, conspiracy theories spread rapidly
July interest rate cuts too? 90.30% chance of being convinced
Impressions: Until before Chairman Powell's remarks after the FOMC in July $QQQ $VOO Is it a rush to insert prices? The market is ahead of schedule, with factual sales right after the September interest rate cut and 3 times in total until December.$AAPL iPhone sales are recovering. Semiconductors that everyone has forgotten $ASML $TSM Settlement too. Waiting to follow the trend from Russell Return Reversal.

YouTube　Foreign exchange intervention live-！！ - YouTube
https://postprime.com/standbyme/posts/1721156866...“Small to medium stocks due to disinflation $RUL Russell” CPI
Due to falling interest rates $QQQ +1% pre in anticipation of interest rate cuts (70% to 99%)
The amount of interest rate cuts included from #FANG $QQQ $NVDA $ARM
Interventions accelerating from CPI interest rate decline of 161.81 yen
$TSLA Tesla RoboTaxi is -8.4% due to October postponement. $DAL Delta Air Lines declined due to financial mistakes
Impressions: CPI service inflation and housing costs are falling. The September rate cut was factored in within a few hours. To determine large tech profits. Currently, the S&P 500 is on track to record the third-highest year in history, followed only by 1995 and 2021. In other words, just panic buying Netscape “You Gotta Mail” or Pandamic.

Chairman Powell”The economy is no longer overheated” But they didn't give a signal when to cut interest rates
- YouTube
x.com
Mr. Powell said, “The most recent indicators send a pretty clear signal that the employment situation has decelerated considerably compared to 2 years ago.”
#エヌビディア$NVDA QQQ NASDAQ
$ LLY Eli Lilly Acquisition & Overwhelming Sales of Weight Loss Remedies
$USDJPY Dollar yen 161.30
The rise is unstoppable　
Oriental Land Cruise offers trips of 100,000 to 300,000 yen in 2028
Impression: Citigroup “recommended sales” before NVIDIA's financial results in mid-August. I told them to transfer it to a related AI brand for rebalance... What stocks can beat NVIDIA? The journey continues! The concert is at 21:00 today too!
⇩ - YouTube

$SOXL recovery. The NT ratio is to Nikkei 225.
President Biden refused dementia tests and visits to Parkinson's disease specialists.
Matt Investor/Official MC | Note
x.com
Almost a tiger effect, related to former President Trump, defense, energy, MGC 🆙　
✅ US Consumer Inflation Declines 1 Year 5 Years Ahead #CPI ⤵ Expectations
For Chairman Powell, this was the last time he attended a congressional hearing on monetary policy before the US presidential election in November, and it is necessary to defend the policy stance of keeping interest rates unchanged longer and higher, and maintaining independence from politics as a central bank
✅ Hedge fund money. to WTI, gold, silver
✅ Individual investors aiming for strong retail sales, 30% progress rate, and depreciation of yen before the Nikkei financial results.
✅ Impression: Interest rate cuts due to stagnant business confidence “settlement & stock market price” due to selfish expectations from November to September. #キーエンス #リクルート #三菱商事 #JPX #住友不動産 #HOYA $SMC #村田製作所 #三菱重工　

“You are 1000% ~”by Omega Drive
Political Week, Ishimaru defeat, left wing ⤴ + French far-right reversal loss ⤵, British Labor Party 🆙 #パウエル議長 10 (Thu) 23:00 “Disinflation” remarks
x.com
Matt Investor/Official MC | Note
✅ Earnings Week begins. First, in the hot summer, fly to the summer resort with #イオン and #良品計画 with #ペプシ in one hand at #デルタ航空 (^^, passed the financial stress test $JPM, Go $C Citi! and #ファストリ、セブン、ローツェ。
✅ #新NISA Fund inflow to avoid losing to inflation
Political Week is over. From here, the last rally due to the upcoming swing of the CPI vs. the NASDAQ.
The test will be the many positions call piled up and the empty land until Nvidia's earnings r...

From the US holidays. Browsing the Japanese market and launching semiconductors.
x.com
Matt Investor/Official MC | Note
Pay attention to the average wage ⤵ number of double jobs in the US employment statistics announcement.
✅ #ソフトバンクG $AMM and AI/Healthcare Investment/Energy High Prices Since Listing 🆙 #トヨタ #三井住友FG #みずほ Taiyo Yuden #TDK #名村造船 🆙
✅ Trump's winning stocks 🆙 Iran final vote, 7/7 France decisive vote. A play party at the Bank of Japan reduction unveiling party (participant meeting) from 9th to 10th. How much is it (reasonable size)?
US employment in June may show a drastic deceleration - boosting multiple interest rate cut scenarios by the end of the year
Far-right forces such as the French far-right political party and the National Union (RN), which are substantially led by Marine Le Pen, had an absolute majority in the National Assembly (House of Representatives) election on the 7thUnreachable outlook
✅ #ビットコイン $BTCJPY ⤵ dollar yen 🆙 Mach GoGo
✅ Impressions: #史上最高値 for both Japan and the US. Bonds and exchange rates move the market due to political unease.
Stock prices peaked on 7/3 last year.
This year, April and June are unusual seasonality. Dollar appreciation and inflation before FOMC...

#エヌビディア holder $NVIDIA(NVDA.US)$ The one. Were you able to breathe? ☺
Matt Investor/Official MC | Note
x.com
Interest rate falls due to ISM non-manufacturing decline ⤵ $QQQ $SOXL $NVDA 🆙 #日経先物
✅ Independence Day holiday ⇒ interest rate cut depending on employment statistics ⤵ excited workman with expectations
✅ $USDJPY Trilemma: The 160 yen touch is also a quick 1 yen repurchase legend.
✅ Tsumitate purchases of the new NISA are at their peak. #JT #菱HCキャピタル #川崎汽船 #商船三井 #ソフトバンク #JFE #ENEOS
✅ The Insider Woman Nancy Pelosi $NVDA $Broadcom(AVGO.US)$ Buy $TSLA Sell
Nancy Pelosi revealed her husband's stock market deal. He loaded AI plays like Nvidia and sold Tesla.
✅ Impressions: $GME #三井ES Easy Come Easy Go. A market where your ability is tested. Which PBR is divided by 1 times which semiconductor. Ba...