Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

avatar
Pictmoo Private ID: 183966256
No profile added yet
Follow
    $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$
    The news jumped in that there are Windows faults that can be repaired one by one...
    If it were true, it would be too dangerous
    Translated
    $Resonac Holdings(4004.JP)$ Sudden rebound for the first time in 3 days
    Good material
    The company announced on the 8th that it will establish an enterprise alliance of 10 Japanese and US companies in the next-generation semiconductor package field.
    Semiconductor material manufacturers and the like cooperate to build a smooth collaboration system with major US IT companies, etc. for post-process technology development.
    As a major chemical manufacturer, the company is also actively developing in the semiconductor materials field, and has a high track record in supplying materials in post-process processes.
    With the establishment of a corporate coalition this time, there is a possibility that its strengths can be further demonstrated, and it looks like it will stimulate current stock prices.
    Translated
    Chairman Powell of the US Federal Reserve (Fed) avoided presenting specific guidance on when to cut interest rates for the first time on the 2nd,“dovish”It seems to show such an attitude. Chairman Powell also revealed that there has been considerable progress in the Federal Reserve lowering the inflation rate to policy targets.
    Overall, more than half of financial institutionsThe first rate cut will be in SeptemberI anticipate that.
    CitigroupInterest rate cuts of 25 bp in September, November, and December, respectivelyI'm predicting it. In June, the bank revised downward its previous forecast, which had been to cut interest rates 4 times from July. The main indicator that the bank is paying attention to is the unemployment rate, which rose moderately from 3.9% the previous month to 4% in May. Also, the inflation rate is expected to cool down in the next few months.
    Similar to Citigroup, Goldman Sachs and Nomura Securities also anticipate that the first rate cuts will be in September.
    JPMorgan, which has a hawkish stance, predicts that the first rate cut will be in November since labor market momentum continues to be strong. The bank changed the number of interest rate cuts from 3 to 1 this year, but the employment situation is sluggish, and interest rate cuts took a few months...
    Translated
    Chairman Powell speaks out about the “pigeon faction”! What assets should you pay attention to during the Fed's interest rate cut cycle?
    Chairman Powell speaks out about the “pigeon faction”! What assets should you pay attention to during the Fed's interest rate cut cycle?
    Chairman Powell speaks out about the “pigeon faction”! What assets should you pay attention to during the Fed's interest rate cut cycle?
    +2
    1
    $Micron Technology(MU.US)$
    The short sale set up by MU yesterday has risen to 3 times the average value from May to mid-June when stock prices have increased [DANGER]
    Please check the “short sales data” at the bottom of the chart. The first on the right is yesterday, the second is the settlement date, and the 5th to 7th is short sales when a downtrend was formed just before due to favorable financial forecasts. And actually, since stock prices didn't rise from the financial results to yesterday, we still haven't been able to buy up much of the rest. Therefore, the agency must currently think “it has not been lowered sufficiently yet.”
    Unfortunately, MU's stock price is likely to drop further at the beginning of the week. Yesterday's massive short sales are proof of that. I don't know if the decline was only on Monday or if it will continue on Tuesday. The price movements of the day will determine this. So let's wait and see until the stock price reverses. Stock prices will always rise 🚀 and a summer rally will come to MU  
    If it really continues to be this downtrend, institutional investors won't be able to set it up this much...
    Translated
    3
    $Micron Technology(MU.US)$ Super large units are selling a lot, aren't they
    Translated
    Picture
    $Rohm(6963.JP)$ Even though it is a semiconductor brand, it is an in-vehicle semiconductor, so demand is thought to be low since it is not related to AI semiconductors. So I don't think this increase will go that far. I wonder if the September dividend purchases that consider taking both income and capital come in from institutions are stocks that have dropped so drastically...
    Translated
    $Rohm(6963.JP)$ I looked for semiconductor-related delays and bought it, but Moomoo also displays a purchase sign like this
    Translated
    Picture
    1
    Pictmoo commented on
    $USD/JPY(USDJPY.FX)$ It seems that political unease in France is spreading
    I wonder if the rise of the yen took geopolitical risks into accountRegression to the circle as a safe asset?
    Is that actually the cause of the recent decline in BTC?
    Translated
    2
    Pictmoo commented on
    Apple's stock price has risen so much, so we need your opinions and experience to know what to do.
    Should I wait or sell and buy a new one?
    Translated
    2
    Selling NVIDIA, buying Apple
    In the US market on June 11, $Apple(AAPL.US)$soared to 7.3%Then, it hit an all-time high. Meanwhile, $NVIDIA(NVDA.US)$fell after hitting an all-time high,0.8% lowerIt became. It looks like NVIDIA, which is the leader of the winning team due to the AI boom, and Apple, which has been branded as a loser, have been reversed.
    Is “selling NVIDIA, buying Apple” for 1 day only, or is it a new trendWill it continue as Of the two companies that influence itOverall inspection of earnings forecasts and valuations, room for stock price increases, and stock supply and demandI'll do it.
    Earnings Forecast
    ●Comparing the two companies
    Even if you look at it in the short to medium to long term,NVIDIA's growth rate is overwhelmingly higher than Apple. Whereas NVIDIA's performance growth is expected to be appropriate as a representative growth stock, Apple is expected to remain in the single-digit range.
    ●Individual performance trends
    ★NVIDIA ★
    ・The growth rate (forecast) of earnings is expected to continue to be at a high level compared to other growth stocks when viewed in absolute terms. On the other hand, benefits...
    Translated
    Are NVIDIA sales and Apple purchases limited to 1 day? Check the earnings forecasts and room for growth of the two giants!
    Are NVIDIA sales and Apple purchases limited to 1 day? Check the earnings forecasts and room for growth of the two giants!
    Are NVIDIA sales and Apple purchases limited to 1 day? Check the earnings forecasts and room for growth of the two giants!
    +1
    2