$Quantum (QMCO.US)$
NVIDIA will host its annual event from March 17 to 21, 2025.Announcing the first "Quantum Day" at "GTC 2025"..
This special event is The purpose is to explore the current progress and future possibilities of quantum computing, with the gathering of major companies and experts in the industry. "Miscellaneous income" is subject to comprehensive taxation, with a maximum income tax rate of 45% and a resident tax of 10%, totaling
Hosted by Jensen Huang, the founder and CEO of NVIDIA.Together with representatives from leading companies such as IonQ, Rigetti Computing, and D-Wave Quantum, discussions will be held on the future of quantum computing.
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Nvidia Apologizes to Quantum Computing Companies with Special GTC Day - TipRanks.com

$NVIDIA (NVDA.US)$
Nvidia $NVDA announced that at the Global Technology Conference "GTC 2025" hosted by the company on January 14, a new "Quantum Day" will be introduced. Quantum Day will take place on March 20, bringing together pioneering startups, researchers, and industry leaders in the world of quantum computing for the first time. Led by Nvidia's founder and CEO, Jensen Huang, it is expected to be a platform for discussing the challenges currently faced by quantum computing and the expected breakthrough progress in the future.
According to Nvidia, quantum computing is increasingly expected to provide new means of solving challenges in fields such as new drug development, research on new materials, and financial engineering, which have traditionally been considered impossible. Remarkable progress has already been seen in the field of quantum hardware, error correction techniques, and quantum algorithms, as evident in this Quantum Day...

Consisting of 500 stocks of large-cap companies in the USA. $S&P 500 Index (.SPX.US)$its momentum is evident from this year's performance. Examining the movement of the S&P 500 stock price index over the past year,There were 10 months of increase.、There were 2 months of decrease.Especially following Trump's victory in the presidential election, November saw a 5.73% increase, marking the highest monthly rate of increase and decrease in 2024. Additionally, the S&P 500 index has risen by about 27% year-to-date. Overall,Solid economic growth, interest rate cuts, improvement in corporate earnings, and the boom in Artificial Intelligence (AI) against the backdrop of the optimistic view on the high-tech sector in the U.S. stock marketoverallFactors boosting the market
Will the rise in US stock market continue in 2025?
Some Analyst point to the Federal Reserve'sRate cuts from the FRB continuing and the promotion of the Trump administration's deregulation and tax reduction policies provide a tailwind for US stocks from a policy standpoint.Meanwhile, other analysts have pointed out the possibility of a significant increase in market volatility due to the policies of the upcoming Trump administration, as the dominance of major tech stocks may decline. The range for the Target Price of the US S&P 500 Index in 202...

Comparing the economic policies of "Trump Cabinet 2.0" and "Trump Cabinet 1.0",Advocating for large-scale tax cuts domestically,There is a common point.
Looking back at 2017, Mr. Trump signed a large-scale tax cut bill in the USA for the first time in about 30 years. In this bill, the burden of individual income tax and corporate tax was significantly reduced, especially the corporate tax rate was lowered from 35% to 21%.
The main economic proposals of "Trump Cabinet 2.0" include tax cuts in the USA, tariff increases, and government spending cuts. According to market estimates, there is a possibility that Mr. Trump's stance on tax policies will become more aggressive this fiscal year.
トランプ氏は選挙期間で、当選すれば米国法人税の連邦標準税率を35％から21％に恒久的に引き下げると表明し、さらに15％までに引き下げると提案したが、この優遇税率は米国内で製品を生産する企業にのみ適用される。同氏は、税制によって製造業の米国内生産回帰を促したいと考えている。トランプ氏が選挙で勝利し、上下両院を収めたことで、There is a high likelihood of significant tax cuts.。
In addition, Mr. Besent, the US Treasury Secretary nominated by Mr. Trump, also various reductions in Mr. Trump...

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ TMF dollar price is briefly below the record low since its listing in October 2023 in yesterday's pre-market. At that point, TMF has become an ETF with an incredible feat of having zero profit holders worldwide.Bond selling continues, while tariffs, tax cuts, and fiscal stimulus have not yet begun. It is considered reasonable to think that interest rates will rise further despite the postponement of the January FOMC rate cut. However, with Trump's appearance, opportunities may unexpectedly come sooner. Even though the policy interest rate can suppress inflation under a strong economy, price increases due to tariffs cannot be controlled by the policy interest rate. If import price inflation does not subside despite raising interest rates, there is a high possibility of falling into stagflation and recession if sales do not improve. I think that TMF may reach close to 30 at some point with this rising interest rate trend, but if tariffs are persistently implemented, bond needs are likely to recover and appear in the indicators by the end of the year. At a phase where bonds are still falling as interest rates rise, the need for safe assets is shifting to gold, but if interest rate hikes are contained, the popularity of high-yield bonds is likely to resurface.

$SEALSQ Corp (LAES.US)$ PR about the expansion of post-quantum footprint in Saudi Arabia.

$Astera Labs (ALAB.US)$
The Q4 financial results on February 10 exceeded the planned value with sales of 0.113 billion dollars in the previous Q3, maintaining a strong performance. This time, it turned profitable for the first time, making a significant impact. Furthermore, the Q1 financial results in 2025 will be amazing due to the addition of Blackwell's connection, and the stock price will rise with each future financial statement.
Therefore, the outlook for Loves in 2025 is to exceed $400 from the current 350% increase and to further grow and split in the near future. In addition to NVDA, they have built an outstanding growth foundation by collaborating with AMZN and Google. This is the reason for holding 80% of PF with Loves as the main axis.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ The bond buying back of the fund is over, and the bonds are being sold, it's over.Selling stocks and selling bonds as well, with concerns about the New Year's decline and no hedge. When the interest rate was lowered in September, there was a welcome decrease from the long-lasting high interest rate policy, leading the flow from bonds to stocks. Under a strong economy, it is not just a matter of M1M2 dimensions at the moment, but a discussion on whether inflation will progress further under the Trump policy, how far it will go. Inflation is also embraced as prices rise, serving as evidence of a strong economy. Even if it rises, if it continues to be bought, prices will not fall. In 2025, tariffs, tax cuts, immigration rejection, bond issuances, and temporary bond issuances will further raise interest rates, delaying rate cuts. With each inflation indicator appearing, the 30-year bond yield will increase, and unfortunately, the possibility of a rate hike being mentioned at a Federal Reserve meeting or taking action for a rate hike in the coming years would regress into a high interest rate state.Even if the unemployment rate rises a little, a rate cut cannot be implemented. If it is, there is a concern that inflation will progress further, leading to an increase in interest rates.I think it's dangerous to mix up short-term bonds and long-term bonds when considering bond price movements.