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tokimeki♡ Private ID: 181663516
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    $Tesla(TSLA.US)$ will announce financial results for the 3rd quarter after the end of trading on 7/23. What do you think about this? After a spectacular surge, Tesla stock is slowly falling. Should we be concerned that stock prices are currently significantly overvalued?
    Personally, I think it's going to be a complicated development. Tesla's growth story isn't over yet, but high ratings and recent declines suggest investors are becoming cautious. I'm particularly interested in how they manage production and delivery as supply chain challenges continue.
    What do you think? Are you bullish or bearish about the current financial results report?
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    $Super Micro Computer(SMCI.US)$
    As all Moomoo Securities users know very well, this stock is extremely volatile. There is a difference of about 50 dollars from high to low in this time. If you make a profit of around 930 and repeatedly buy back in the latter half of 880 or 800 units, you will make a profit of 50 dollars per share every business day (excluding trading fees). A month is about 20 business days, so it's 1000 dollars per month. It's calculated at 12,000 dollars per year. Of course, as a holder, I want them to surpass 1000 dollars, but even within the box, I can make a profit if I think about it. I am practicing the tactic of buying more NVIDIA with part of my profits. When I look at these 2 stocks every day for half a year, the price movements are almost exactly like that, even if there is a slight gap. Minuses from high prices for supermicrocomputers are also within expectations. NVIDIA is well known even if it falls slightly from a high price, so it is often bought right away. As for NVIDIA, it was often traded before the split, but not a single share was sold after the split. Like Microsoft, it will only increase as an asset stock. I don't know when, but N...
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    When investing, there are “questions” you should ask yourself.
    ・What should I invest in
    ・How much should I invest
    ・Should I buy or sell
    I think things like that come to mind.
    Among such “questions,” the one that should be positioned in the most important class is “are the resources invested in appropriate?” written in the title.
    Even though it's the most important class, I don't think there are many people who say it directly.
    The representative resource is “time.”
    Specifically, how many minutes a day do you look at charts, how many hours do you spend analyzing individual companies, how many minutes you watch videos and blogs of investment influencers, and how many minutes you manipulate the securities company screen.
    Another factor that may be more important than time is “psychological load.”
    It can also be paraphrased as “mind sharing.”
    Specifically, “I'm worried about whether the stocks I bought are rising or falling” and “I'm worried that my investment decisions might have been wrong.”
    As for the order in which resources are used, “being able to take mindshare” comes first, and this is the flow of “using time to resolve it.”
    Troublingly, this one...
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    $Super Micro Computer(SMCI.US)$
    There was a further decline yesterday from the previous crash. After a big decline from past data, SMCI reversed from a slight decline of 2 consecutive days and grew all at once on the 3rd day, but when compared to the current situation, it reversed to Friday and grew rapidly in the first half of the week ❗️, and it overlapped frighteningly with the rally forecast schedule. Short sales have occurred at the highest level this fiscal year, and I only have a hunch that the agencies are planning everything, but there is no confirmation that the scenario will be realized.
    So yesterday, the shopping place I missed because it was reversed just before the index price in an attempt to buy more was 773.3. That number won't come anymore, so I'm going to buy it somewhere today or tomorrow, build a body for summer, and look further at brands that will grow even during the NASDAQ100 decline period after summer withers until the end of October. As a prediction, the expected presidential election would probably be halved unless it was a cross-game, and above all else, if there was a shortage of good materials and the results period was almost lowered, it would be impossible to hold back at all. I didn't want to be like that, so I made up my mind
    The column title for “3 Reasons SMCI Will Outperform NVDA This Year”...
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    $NVIDIA(NVDA.US)$ It looks like it came 2 times, but I wonder if I should buy it~?
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    tokimeki♡ reacted to
    $Super Micro Computer(SMCI.US)$ I have a good feeling. Hope that it will definitely go up ♥️
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    $Mitsubishi UFJ Financial Group(8306.JP)$
    Banks must be tough
    America's economy is somewhat bullish and can't cut interest rates
    Japan is unable to raise interest rates due to a weak economy
    I feel like this
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    June 5, $Taiwan Semiconductor(TSM.US)$ The closing price of rose 6.85%, and the stock price reached a record high. At the same time, $Qualcomm(QCOM.US)$ is 3.68%, $Advanced Micro Devices(AMD.US)$ is 3.86%, $Arm Holdings(ARM.US)$ increased by 8.59%. TSMC's cumulative profit this year has exceeded 57%.
    Chairman Wei of TSMC suggested that they are considering raising the price of the company's artificial intelligence chip foundry service. At the same time, with TSMC $NXP Semiconductors(NXPI.US)$ They are planning to build a joint plant in Singapore.
    Where do you think this wave of the semiconductor market will go?
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