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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
This week, attention will be focused on the release of economic data such as Broadcom's earnings, employment statistics, unemployment rate, and ISM manufacturing activity index, and it may become a wait-and-see pattern.
The current situation, with increased uncertainty due to the presidential election and political and geopolitical factors, is expected to be challenging in September. We need to pay attention to a series of economic data, including important employment statistics that will be announced this week, to avoid getting burned.
Regarding the interest rate cut, traders are expressing a view that it could become a trigger for selling stocks instead of stimulating a rise in stock prices.Historically, during the initial phase of a major interest rate reduction, a decline in stock prices is more characteristic than an increase.
Due to various factors, the N stock seems to indicate a turning point in the market, as buying and selling are balanced.
Last Friday, the N stock's closing price formed a cross and entered a liquidity zone, which could tilt in either direction.This week, it will be important to see if it can maintain above 120.78 and continue to rise. However, there may be a wait-and-see pattern until Broadcom's earnings announcement and the release of economic data....
This week, attention will be focused on the release of economic data such as Broadcom's earnings, employment statistics, unemployment rate, and ISM manufacturing activity index, and it may become a wait-and-see pattern.
The current situation, with increased uncertainty due to the presidential election and political and geopolitical factors, is expected to be challenging in September. We need to pay attention to a series of economic data, including important employment statistics that will be announced this week, to avoid getting burned.
Regarding the interest rate cut, traders are expressing a view that it could become a trigger for selling stocks instead of stimulating a rise in stock prices.Historically, during the initial phase of a major interest rate reduction, a decline in stock prices is more characteristic than an increase.
Due to various factors, the N stock seems to indicate a turning point in the market, as buying and selling are balanced.
Last Friday, the N stock's closing price formed a cross and entered a liquidity zone, which could tilt in either direction.This week, it will be important to see if it can maintain above 120.78 and continue to rise. However, there may be a wait-and-see pattern until Broadcom's earnings announcement and the release of economic data....
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Finally, it's the financial estimates for N, and I divided it into two big patterns.I will post the candlestick analysis of two patterns.
📌 First is the candlestick of the downward pattern.
If it fails to hold above the $120.78 level, there is a high probability of breaking down to $114, then bouncing back to retest $117, and if it fails to break $117, it will break down to $113 and then bounce back. Whether it can maintain above $120.78 is the key.
There is a possibility that it will not break down to 114, and it may stop at 117 or it may fall to 116 and then rise to 117.
However, as long as it does not exceed 117, there is a high possibility of falling to 113.In the worst case, it is expected to drop below 100 between late September and October.
📌Next is a chart of the rising pattern.
I have made a prediction because there seems to be a possibility of a WXY retracement.Wave Y is an ABC pattern. The decline to 115 swing low was wave a.
B wave rally and...
Finally, it's the financial estimates for N, and I divided it into two big patterns.I will post the candlestick analysis of two patterns.
📌 First is the candlestick of the downward pattern.
If it fails to hold above the $120.78 level, there is a high probability of breaking down to $114, then bouncing back to retest $117, and if it fails to break $117, it will break down to $113 and then bounce back. Whether it can maintain above $120.78 is the key.
There is a possibility that it will not break down to 114, and it may stop at 117 or it may fall to 116 and then rise to 117.
However, as long as it does not exceed 117, there is a high possibility of falling to 113.In the worst case, it is expected to drop below 100 between late September and October.
📌Next is a chart of the rising pattern.
I have made a prediction because there seems to be a possibility of a WXY retracement.Wave Y is an ABC pattern. The decline to 115 swing low was wave a.
B wave rally and...
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Predicting the return of the yen shock - Hussein Tee Lou, who accurately predicted the prophecy.
Updated: September 3, 2024, 13:10 JST (excerpt)
Ignoring deeper trends by scapegoating carry trades.
The impact of the Bank of Japan's tightening and the flow of global funds is not simple.
Arif Hussein, head of the bond department of T. Rowe Price, raised an early alarm last year about the rise in interest rates in Japan, which he warned could trigger a major earthquake in the global financial world, describing it as the "San Andreas Fault".
Updated: September 3, 2024, 13:10 JST (excerpt)
Ignoring deeper trends by scapegoating carry trades.
The impact of the Bank of Japan's tightening and the flow of global funds is not simple.
Arif Hussein, head of the bond department of T. Rowe Price, raised an early alarm last year about the rise in interest rates in Japan, which he warned could trigger a major earthquake in the global financial world, describing it as the "San Andreas Fault".
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Following Apple, Google has also been snatching customers from TSMC and Samsung [Semiconductor Packaging Revolution] (Chosun Daily Japanese Version) - Yahoo! News
9/3 (Tuesday) 8:41 Distribution (excerpt)
TSMC, which accounts for 61% of the global foundry (semiconductor contract manufacturing) market, has its core competitiveness in advanced packaging technology. The company's operating margin was 43% last year. Even without producing memory chips, it has clients like Apple, Nvidia, Google, and Microsoft.
The current TSMC was built with bold investments made 15 years ago. According to the Taiwanese book 'TSMC, Light of the Semiconductor Island,' Morris Chang, the founder of TSMC, retired once and returned as CEO in 2009. It was during this time that he started investing in advanced packaging. CEO Chang accepted the proposal of Vice President of Research and Development, Jiang Shangyi, to nurture packaging, and convinced opposition outside directors one by one, doubling the capital expenditure in 2010 compared to the previous year.
9/3 (Tuesday) 8:41 Distribution (excerpt)
TSMC, which accounts for 61% of the global foundry (semiconductor contract manufacturing) market, has its core competitiveness in advanced packaging technology. The company's operating margin was 43% last year. Even without producing memory chips, it has clients like Apple, Nvidia, Google, and Microsoft.
The current TSMC was built with bold investments made 15 years ago. According to the Taiwanese book 'TSMC, Light of the Semiconductor Island,' Morris Chang, the founder of TSMC, retired once and returned as CEO in 2009. It was during this time that he started investing in advanced packaging. CEO Chang accepted the proposal of Vice President of Research and Development, Jiang Shangyi, to nurture packaging, and convinced opposition outside directors one by one, doubling the capital expenditure in 2010 compared to the previous year.
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Competing with NVIDIA in inference performance, the ai chip focuses on 'energy efficiency' as the main competitive axis (EE Times Japan) - Yahoo! news
9/2 (Mon) 16:59 Delivery (partial excerpt)
AMD, in the latest round of inference benchmark 'MLPerf', submitted the results of its datacenter GPU flagship product 'AMD Instinct MI300X (hereinafter MI300X)' for the first time.datacenterThe company is a market leader.NVIDIAAchieving results comparable to the current generation hardware "H100/H200", but overall NVIDIA won by a small margin.
9/2 (Mon) 16:59 Delivery (partial excerpt)
AMD, in the latest round of inference benchmark 'MLPerf', submitted the results of its datacenter GPU flagship product 'AMD Instinct MI300X (hereinafter MI300X)' for the first time.datacenterThe company is a market leader.NVIDIAAchieving results comparable to the current generation hardware "H100/H200", but overall NVIDIA won by a small margin.
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Tesla plans to announce 'Robo-Taxi' at Warner Bros. Studios - sources
August 31, 2024 17:08 JST
Electric vehicle (EV) manufacturer, Tesla, is aiming to announce the long-awaited self-driving taxi "RoboTaxi" at an event held at Warner Bros. Discovery's movie studio in the Los Angeles area. This was revealed by multiple informed sources.
According to a source who spoke on condition of anonymity due to the confidential nature of the information, Tesla aims to unveil the RoboTaxi at its facility in Burbank, California on October 10. The site has 29 sound stages where famous productions such as the movie "Batman" and the television drama "Friends" have been filmed.
Tesla's CEO Elon Musk has not responded to the request for comments. Warner Bros. spokespersons have not commented so far.
August 31, 2024 17:08 JST
Electric vehicle (EV) manufacturer, Tesla, is aiming to announce the long-awaited self-driving taxi "RoboTaxi" at an event held at Warner Bros. Discovery's movie studio in the Los Angeles area. This was revealed by multiple informed sources.
According to a source who spoke on condition of anonymity due to the confidential nature of the information, Tesla aims to unveil the RoboTaxi at its facility in Burbank, California on October 10. The site has 29 sound stages where famous productions such as the movie "Batman" and the television drama "Friends" have been filmed.
Tesla's CEO Elon Musk has not responded to the request for comments. Warner Bros. spokespersons have not commented so far.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Tomorrow, the American market will be closed, right?
I will post the financial estimates for the week starting on Tuesday, as well as the estimates for October, at 9 p.m. tomorrow.
I will make a post.There will be announcements for Broadcom's earnings, employment statistics, and unemployment rate, but the current situation remains bearish in the short term.
If N cannot maintain a range of 115-119 by October, N and L will enter bearish season starting from October.
We expect some upward movement this month, but it may be better not to have excessive expectations.
Based on the movements of institutions and options trading starting from Tuesday, we expect the price movement, bottom, and bounce of N.
I expect financial estimates for the week starting on Tuesday, as well as estimates for October, at 9 p.m. tomorrow.
From the movements of institutions and options trading starting from Tuesday, as well as the value movement, bottom, and bounce of N.
I have made some financial estimates, so I will post them tomorrow, Monday, at 21:00.
See you later
Tomorrow, the American market will be closed, right?
I will post the financial estimates for the week starting on Tuesday, as well as the estimates for October, at 9 p.m. tomorrow.
I will make a post.There will be announcements for Broadcom's earnings, employment statistics, and unemployment rate, but the current situation remains bearish in the short term.
If N cannot maintain a range of 115-119 by October, N and L will enter bearish season starting from October.
We expect some upward movement this month, but it may be better not to have excessive expectations.
Based on the movements of institutions and options trading starting from Tuesday, we expect the price movement, bottom, and bounce of N.
I expect financial estimates for the week starting on Tuesday, as well as estimates for October, at 9 p.m. tomorrow.
From the movements of institutions and options trading starting from Tuesday, as well as the value movement, bottom, and bounce of N.
I have made some financial estimates, so I will post them tomorrow, Monday, at 21:00.
See you later
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Technical analysis (Rating: 1.8/5)
- From the candlestick chart and the 5-day moving average line, there may be a short-term upward trend, but it is questionable how long it will last.
- It seems to be more related to the employment statistics revision, nvidia earnings, and PCE deflator announcement than fundamental analysis. Based on Dow theory, which states that a trend continues until a clear reversal signal occurs, it is believed that the downward trend is continuing. Given the stagnant volume and lack of overheating, it seems that the momentum for a rise has been undermined while in the midst of emerging.
- If the upward movement continues steadily along the support line, there is a possibility of breaking through the resistance line (around 43) around 9/6, so it would be wise to wait and see until then.
・米半導体大手エヌビディア(NVDA.O), opens new tabは28日、第3・四半期(8─10月)の売上高が325億ドル(プラスマイナス2%)になると予想した。市場予想(317億7000万ドル)とほぼ一致する水準にとどまり、株価は引け後の時間外取引で6%下落した。
Option Situation
- Weekly option expiration: 9/6 (unemployment rate announcement date)
- Major call options: 39-45
☆レジスタンス/サポートライン(評価: 2.5/5)
Technical analysis (Rating: 1.8/5)
- From the candlestick chart and the 5-day moving average line, there may be a short-term upward trend, but it is questionable how long it will last.
- It seems to be more related to the employment statistics revision, nvidia earnings, and PCE deflator announcement than fundamental analysis. Based on Dow theory, which states that a trend continues until a clear reversal signal occurs, it is believed that the downward trend is continuing. Given the stagnant volume and lack of overheating, it seems that the momentum for a rise has been undermined while in the midst of emerging.
- If the upward movement continues steadily along the support line, there is a possibility of breaking through the resistance line (around 43) around 9/6, so it would be wise to wait and see until then.
・米半導体大手エヌビディア(NVDA.O), opens new tabは28日、第3・四半期(8─10月)の売上高が325億ドル(プラスマイナス2%)になると予想した。市場予想(317億7000万ドル)とほぼ一致する水準にとどまり、株価は引け後の時間外取引で6%下落した。
Option Situation
- Weekly option expiration: 9/6 (unemployment rate announcement date)
- Major call options: 39-45
☆レジスタンス/サポートライン(評価: 2.5/5)
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TSMC is accelerating its glass substrate technology for NVIDIA, with the first chip expected to debut in 2025-2026 | XenoSpectrum
August 30, 2024 (excerpt)
Glass substrates, which are attracting attention as a new innovative technology in the semiconductor industry. Taiwan's leading semiconductor company TSMC has accelerated the development of glass substrate technology in response to NVIDIA's dominant market share in the AI chip market. According to industry sources, there is a possibility that the first chip adopting this new technology will debut between 2025 and 2026.
August 30, 2024 (excerpt)
Glass substrates, which are attracting attention as a new innovative technology in the semiconductor industry. Taiwan's leading semiconductor company TSMC has accelerated the development of glass substrate technology in response to NVIDIA's dominant market share in the AI chip market. According to industry sources, there is a possibility that the first chip adopting this new technology will debut between 2025 and 2026.
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ChatGPT's weekly active users have exceeded 0.2 billion people | XenoSpectrum.
August 30, 2024 (excerpt)
According to OpenAI's spokesperson who spoke to Axios, the rapid increase in the number of users of ChatGPT indicates that the product is becoming a part of everyday life. Sam Altman, the CEO of OpenAI, commented that people are currently using our tools as a part of their daily lives and are actually bringing about changes in fields such as healthcare and education. They are widely utilized for tasks ranging from everyday assistance to solving complex problems and unleashing creativity.
August 30, 2024 (excerpt)
According to OpenAI's spokesperson who spoke to Axios, the rapid increase in the number of users of ChatGPT indicates that the product is becoming a part of everyday life. Sam Altman, the CEO of OpenAI, commented that people are currently using our tools as a part of their daily lives and are actually bringing about changes in fields such as healthcare and education. They are widely utilized for tasks ranging from everyday assistance to solving complex problems and unleashing creativity.
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