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Yuki Kishino Male ID: 184182493
ジム・ロジャーズの投資を参考にしています。 政策金利とインフレ、不動産に注目して市場を評価しています。
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    Yuki Kishino commented on
    Buying when it seems likely to rise is an option, but it's also important not to hold when it seems likely to fall.
    The strategy is to only fight in markets where victory is certain.
    I believe NVIDIA's momentum won't last long for a reason; there is no clear path to profitability for OpenAI's ChatGPT.
    xAI's Grok3 is indeed wonderful, but it costs 6000 yen per month. It will be difficult for it to become as widespread as search engines.
    What can be understood from here is that,Generative AI has not yet exceeded the realm of DX products for businesses.That's it.
    Therefore, it should not become a monopoly and should not be able to dominate the market like GAFA.
    Therefore, considering NVIDIA significantly dropped, a plan is to acquire SOFTBANK GROUP CO, a major shareholder of OpenAI and Arm.
    Computing resources are equivalent between OpenAI and xAI. Thus, having support from SBG, which holds Arm, gives the former an advantage in logistics.
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    Yuki Kishino reacted to and commented on
    This article uses auto-translation in part.
    The U.S. Department of LaborOctober 10th (Thursday) evening at 21:30 Japan timeにSeptember's US Consumer Price Index (CPI)will be announced.
    Market consensus expectations are for core CPI to increase by 0.2% month-on-month, down from 0.3% in August, and for headline CPI to increase by 0.1% month-on-month, also down from 0.2% in August. For the year-on-year comparison, the market expects headline CPI to rise by 2.3% (compared to the previous month's 2.5% increase).
    Core CPI appears to be converging towards 3%.
    While the disinflation process is definitely progressing in the market's view,The path to the inflation target of 2% is still unclear..
    In order to maintain the inflation target annual rate of 2%, it is necessary for the monthly core inflation rate to stabilize at 0.2% and occasionally remain at 0.1%. However, the recent three consecutive months of fluctuation in monthly core CPI ranging from 0.2% to 0.1% was broken by the record of 0.3% in August, as shown in the chart. Therefore, the inflation rate in August may suggest the beginning of a new inflation or the possibility of inflation settling at a high level.
    If there is a downward trend in 9...
    Translated
    [CPI Preview] Will the Fed pause rate cuts? What is the outlook for the USA market?
    [CPI Preview] Will the Fed pause rate cuts? What is the outlook for the USA market?
    [CPI Preview] Will the Fed pause rate cuts? What is the outlook for the USA market?
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