Quadrifoglio
liked
While expectations are high for the innovations brought by Quantum Computing, its widespread adoption is expected to take a long time. NVIDIA Corp's CEO, Jensen Huang, stated that quantum technology maturity will require 15-30 years, but experts have differing views. There is a strong belief in the potential of the quantum field, with voices looking forward to future advancements. Companies like Alphabet and IBM have outlined specific roadmaps for Quantum Computing, aiming for technological breakthroughs within the next few years. It will be important for investors to make rational judgments while keeping this long-term perspective.
Shares of Quantum Computing related company Quantum Computing Inc (NASDAQ: QUBT) have experienced a significant decline, but its potential is being noted due to contracts with NASA and technological advancements by Google. However, realistic challenges faced by quantum technology are also becoming apparent. Investment risks accompany the advancement of cutting-edge technologies, and market evaluations may continue to fluctuate in the future.
Quantum Computing is attracting attention as an innovative technology; however, there is a significant gap between technological maturity and market expectations. Google...
Shares of Quantum Computing related company Quantum Computing Inc (NASDAQ: QUBT) have experienced a significant decline, but its potential is being noted due to contracts with NASA and technological advancements by Google. However, realistic challenges faced by quantum technology are also becoming apparent. Investment risks accompany the advancement of cutting-edge technologies, and market evaluations may continue to fluctuate in the future.
Quantum Computing is attracting attention as an innovative technology; however, there is a significant gap between technological maturity and market expectations. Google...
Translated
12
Quadrifoglio
liked
Yesterday, American stocks were sluggish in the employment statistics, once again experiencing a downward market trend. At the end of the week, everything was negative, it was a tough week.
Yesterday, Japanese stocks $Nomura Micro Science (6254.JP)$ surged, $Global X Japan Semiconductor Top 10 ETF (282A.JP)$ $Harmonic Drive Systems (6324.JP)$ rose, Argentine stocks $Grupo Supervielle (SUPV.US)$ The increase was significant. SUPV is really strong 🇦🇷
However, American stocks completely dragged down, and the performance on Friday was negative.
$NVIDIA (NVDA.US)$ $Astera Labs (ALAB.US)$ I withdrew as the stop-loss was reached.
Instead, $Celestica (CLS.US)$ $United Airlines (UAL.US)$ $FTAI Aviation (FTAI.US)$ Entered a new position in Gold.
$Celestica (CLS.US)$ Exceeded $100, a milestone on Thursday, and since it continued to hold above yesterday, I made the entry based on a strong determination. As it's a Canadian stock, it's affected by American interest rates...
Yesterday, Japanese stocks $Nomura Micro Science (6254.JP)$ surged, $Global X Japan Semiconductor Top 10 ETF (282A.JP)$ $Harmonic Drive Systems (6324.JP)$ rose, Argentine stocks $Grupo Supervielle (SUPV.US)$ The increase was significant. SUPV is really strong 🇦🇷
However, American stocks completely dragged down, and the performance on Friday was negative.
$NVIDIA (NVDA.US)$ $Astera Labs (ALAB.US)$ I withdrew as the stop-loss was reached.
Instead, $Celestica (CLS.US)$ $United Airlines (UAL.US)$ $FTAI Aviation (FTAI.US)$ Entered a new position in Gold.
$Celestica (CLS.US)$ Exceeded $100, a milestone on Thursday, and since it continued to hold above yesterday, I made the entry based on a strong determination. As it's a Canadian stock, it's affected by American interest rates...
Translated
loading...
13
Quadrifoglio
liked
In the USA, with Mr. Trump confirmed as the next president, I believe there is a very high possibility of the USD heading towards depreciation due to his statements about bringing back manufacturing domestically and imposing tariffs.
If the USD depreciates, foreign investors will suffer from exchange rate losses, but how much will the stock prices rise at that time?
Let's take a look at Turkey and Argentina, which are currently experiencing significant currency depreciation.
Turkey's Currency ETF has fallen by about 80% from 2020 to 2024, but the stock price has increased by about 8 times.
And Argentina's Currency ETF has fallen by about 90% from 2020 to 2024, but the stock price has increased by about 24 times.
Calculating this,
Turkey 8×0.2=1.6
Argentina 24 x 0.1 = 2.4
Even if you invest without worrying about currency depreciation, your assets will increase by this much over a period of 4 years.
Therefore, even if there is currency depreciation, I believe the probability of stock prices rising more than foreign exchange losses is quite high.
Therefore, I think you don't need to worry too much about foreign exchange losses in the long term.
However, it is important to remember that this is index data, so it may not apply to individual stocks...
If the USD depreciates, foreign investors will suffer from exchange rate losses, but how much will the stock prices rise at that time?
Let's take a look at Turkey and Argentina, which are currently experiencing significant currency depreciation.
Turkey's Currency ETF has fallen by about 80% from 2020 to 2024, but the stock price has increased by about 8 times.
And Argentina's Currency ETF has fallen by about 90% from 2020 to 2024, but the stock price has increased by about 24 times.
Calculating this,
Turkey 8×0.2=1.6
Argentina 24 x 0.1 = 2.4
Even if you invest without worrying about currency depreciation, your assets will increase by this much over a period of 4 years.
Therefore, even if there is currency depreciation, I believe the probability of stock prices rising more than foreign exchange losses is quite high.
Therefore, I think you don't need to worry too much about foreign exchange losses in the long term.
However, it is important to remember that this is index data, so it may not apply to individual stocks...
Translated
10
Quadrifoglio
liked
In the USA market conditions, stocks fell due to strong employment statistics, while bond yields rose - the yen is in the mid-157 yen range.January 11, 2025 6:44AM JST
The S&P 500 index experienced a significant drop since the last FOMC meeting on December 18.
30-year bond yields temporarily exceeded 5%, with the yen turning higher amidst risk aversion.
USA stock market = decline, concerns about inflation reignited following employment statistics.(Excerpt)
The US stock market closed lower. Concerns about inflation reignited as the December US employment statistics were strong, leading to a growing view that the Federal Reserve Board (FRB) will be cautious about interest rate cuts this year.
Major stock price indices closed lower for the second consecutive week of trading.
CFRA Research's market strategist, Sam Stovall, mentioned that the environment surrounding the stock market could potentially become quite challenging.
The Russell 2000 Index (.RUT), which consists of small and mid-cap stocks, also dropped by 2.27%. The Chicago Board Options Exchange (CBOE) known for the 'fear index,' recorded the VIX index (Volatility Index) at a three-week high, reflecting investors' anxiety.
NY Foreign Exchange Market: Dollar rises as speculation for interest rate cuts pauses after US employment statistics.
...
The S&P 500 index experienced a significant drop since the last FOMC meeting on December 18.
30-year bond yields temporarily exceeded 5%, with the yen turning higher amidst risk aversion.
USA stock market = decline, concerns about inflation reignited following employment statistics.(Excerpt)
The US stock market closed lower. Concerns about inflation reignited as the December US employment statistics were strong, leading to a growing view that the Federal Reserve Board (FRB) will be cautious about interest rate cuts this year.
Major stock price indices closed lower for the second consecutive week of trading.
CFRA Research's market strategist, Sam Stovall, mentioned that the environment surrounding the stock market could potentially become quite challenging.
The Russell 2000 Index (.RUT), which consists of small and mid-cap stocks, also dropped by 2.27%. The Chicago Board Options Exchange (CBOE) known for the 'fear index,' recorded the VIX index (Volatility Index) at a three-week high, reflecting investors' anxiety.
NY Foreign Exchange Market: Dollar rises as speculation for interest rate cuts pauses after US employment statistics.
...
Translated
4
1
Quadrifoglio
liked
Wall Street faced significant selling pressure in the first trading session after former President Jimmy Carter's funeral. A series of economic trends have shaken the interest rate and energy markets, leading to heightened risk aversion among investors.
The US economy created 256,000 jobs in December, far exceeding expectations of a slowdown to 160,000. The unemployment rate fell to 4.1%, contrary to the forecasted 4.2%.
Traders have accelerated the readjustment of interest rate forecasts due to the robust labor market data. According to the CME FedWatch Tool, the expectations for rate cuts have been further postponed, with markets now anticipating a comprehensive rate cut only by September 2025.
After the Biden administration imposed stricter sanctions on Russia's petroleum exports, the crude oil price tracked by the United States Oil Fund (NYSE: USO) surged more than 3%, reaching $76 per barrel, further fueling market turmoil. These measures targeted major Russian oil companies, Shadowf...
The US economy created 256,000 jobs in December, far exceeding expectations of a slowdown to 160,000. The unemployment rate fell to 4.1%, contrary to the forecasted 4.2%.
Traders have accelerated the readjustment of interest rate forecasts due to the robust labor market data. According to the CME FedWatch Tool, the expectations for rate cuts have been further postponed, with markets now anticipating a comprehensive rate cut only by September 2025.
After the Biden administration imposed stricter sanctions on Russia's petroleum exports, the crude oil price tracked by the United States Oil Fund (NYSE: USO) surged more than 3%, reaching $76 per barrel, further fueling market turmoil. These measures targeted major Russian oil companies, Shadowf...
Translated
4
Quadrifoglio
liked
American 🇺🇸 Los Angeles experienced a major wildfire. As time passed, the identities of the victims have been gradually revealed. I express my heartfelt condolences.
It is a place of beautiful landscapes where VIPs, ultra-high-net-worth individuals, and Hollywood stars lived peaceful lives. 😭 Unfortunately, the area is geographically dry with strong winds throughout the year. It seems that on the day of ignition, a strong wind quickly spread the flames. The flames 🔥 combine with the wind and scattered fires, causing a fire tornado. In other words, the raging fire 🔥❤️🔥 creates a terrifying fire whirlwind 🌪️‼️. Even though it was advised for the state and city to store water as a precaution over the past 10 years, no actions were taken. Who would have thought‼️ it would turn into such a major disaster... Sadly, Japan is also facing a similar situation. We can only hope for a swift containment of the fire 🧯🚒 and for the affected areas to recover quickly. 😭😭 Unfortunately, we could not upload partial images of the burned areas.
It is a place of beautiful landscapes where VIPs, ultra-high-net-worth individuals, and Hollywood stars lived peaceful lives. 😭 Unfortunately, the area is geographically dry with strong winds throughout the year. It seems that on the day of ignition, a strong wind quickly spread the flames. The flames 🔥 combine with the wind and scattered fires, causing a fire tornado. In other words, the raging fire 🔥❤️🔥 creates a terrifying fire whirlwind 🌪️‼️. Even though it was advised for the state and city to store water as a precaution over the past 10 years, no actions were taken. Who would have thought‼️ it would turn into such a major disaster... Sadly, Japan is also facing a similar situation. We can only hope for a swift containment of the fire 🧯🚒 and for the affected areas to recover quickly. 😭😭 Unfortunately, we could not upload partial images of the burned areas.
Translated
4
Quadrifoglio
liked
USA announced on January 10, 2024 at 22:30.Unemployment Ratewas % compared to the previous 4.2%.4.1QITABANKUAI.
The US economy Positiveis transitioning.
rate cutFor the US market, which had been rising stocks driven by Unemployment Ratethe decline of Stock price dropIt is the reason.
The exchange rate is slightly USD/JPYYen strength, Dollar weaknessswinging, but both Euro/Dollar and Pound/Dollar are heading in the same direction.Strong Dollardirection.
The financial market is overallInterest rate hike expected to happen.
If too much funds flow into the dollar, the entire world may fall into currency depreciation and inflation may accelerate. The United States may also experience accelerated inflation as a result.
Due to the major country China entering into a deflationary spiral, it is also possible that deflation gradually spreads. The United States may"Soft Landing"There is a possibility that it is not definitely low.
Recent US marketsrate cuthave been rising on the material, so if the US economy improves, no furtherstock market rallycan be expected.
Stock price decline.Cannot avoid it.
When stock prices fall and high interest rates are maintained,インフレ沈静化the stock price will rise again to contribute.
Unemployment RateDespite the low level, there is some concern here as other economic indicators do not show such a strong prosperity.
The US economy is nominal, the economic situation is...
The US economy Positiveis transitioning.
rate cutFor the US market, which had been rising stocks driven by Unemployment Ratethe decline of Stock price dropIt is the reason.
The exchange rate is slightly USD/JPYYen strength, Dollar weaknessswinging, but both Euro/Dollar and Pound/Dollar are heading in the same direction.Strong Dollardirection.
The financial market is overallInterest rate hike expected to happen.
If too much funds flow into the dollar, the entire world may fall into currency depreciation and inflation may accelerate. The United States may also experience accelerated inflation as a result.
Due to the major country China entering into a deflationary spiral, it is also possible that deflation gradually spreads. The United States may"Soft Landing"There is a possibility that it is not definitely low.
Recent US marketsrate cuthave been rising on the material, so if the US economy improves, no furtherstock market rallycan be expected.
Stock price decline.Cannot avoid it.
When stock prices fall and high interest rates are maintained,インフレ沈静化the stock price will rise again to contribute.
Unemployment RateDespite the low level, there is some concern here as other economic indicators do not show such a strong prosperity.
The US economy is nominal, the economic situation is...
Translated
20
Quadrifoglio
liked
The Osaka-Kansai Expo (2025 Japan International Exposition), the first domestic hosting in 20 years, is approaching three months until its opening on April 13. The big event, expected to attract around 28 million visitors, will be an excellent opportunity for domestic companies to enhance the attention to their next-generation technologies under development.Introducing the 33 stocks participating in the Expo and the 6 next-generation technologies expected to grow in the future.Introduction.
[AI・Information and Communication Technology]
◆ $Nippon Telegraph & Telephone (9432.JP)$
In addition to exhibiting at the 'NTT Pavillion,' the company will also sponsor the 'Future Society Showcase Project.'Utilizing the next-generation communication infrastructure IOWN (Ion) using optical technology.It is planned to connect audio-visual equipment for the 'Ninth Symphony' choir of 0.01 million people on the first day of the Expo using IOWN. At the company's pavilion, IOWN will connect distant locations and spaces with spatial transmission technology. Also, provide an AI-enabled venue guidance app.In addition to facility and event information, congestion status information, and map display of reservation availability, AR-guided route navigation, functions such as recommending facilities and courses tailored to individual preferences.... to ...
[AI・Information and Communication Technology]
◆ $Nippon Telegraph & Telephone (9432.JP)$
In addition to exhibiting at the 'NTT Pavillion,' the company will also sponsor the 'Future Society Showcase Project.'Utilizing the next-generation communication infrastructure IOWN (Ion) using optical technology.It is planned to connect audio-visual equipment for the 'Ninth Symphony' choir of 0.01 million people on the first day of the Expo using IOWN. At the company's pavilion, IOWN will connect distant locations and spaces with spatial transmission technology. Also, provide an AI-enabled venue guidance app.In addition to facility and event information, congestion status information, and map display of reservation availability, AR-guided route navigation, functions such as recommending facilities and courses tailored to individual preferences.... to ...
Translated
21
4