Current decline in semiconductor-related stocks
What is the current outlook for the reason for the recent decline in semiconductor-related stocks
It's cleared, but since there's nothing more than that, it's on sale
I think it has accelerated![]()
Also, expectations have been raised too much, and in the short term, ahead
There's a smoldering sense of alarm that it might have passed![]()
Looking at it in the long run, the market has raised expectations too much,
Looking at financial results, I wonder how much ability they have in the long run
Since they are doing it, investors are increasing the possibility of a send-off this time![]()
If you consider the rise in government bond yields and the decline in the value of cash flow
It is thought that the theoretical stock value will also drop![]()
If I write it like this, the story is about predictions and costs for the second half of this year and semiconductor-related stocks
Future prospects are also written on about 50 sheets of manuscript paper, so
I'll stop it around here![]()
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183245486 : I'm very interested, the contents of 50 sheets of manuscript paper
It's around this time today that I want to learn perspectives
ピンハネOP 183245486: Good morning
From a geopolitical point of view, it spans a wide range of scenarios, such as global competition between companies, speculation between nations, and what can be seen ahead of American government subsidies
Due to power issues and lack of human resources such as engineers, etc., it seems that it will easily exceed 50 cards
蜜蜂株 :
I'm looking forward to it, it's already wrapped up! Don't seek profit, just get your money back, that's fine
codeOZ(家長) : If it changes this much, the short term would be fun. It was completely dark ahead, and for the time being, it was a speculative turn, and when I put up with investing, my battle phase wasn't over yet. The Bank of Japan is useless. It's useless.
wwolfvct : I bought SOXS again in a strange place... I want the semiconductor market to drop, but I wonder what will happen...
ピンハネOP wwolfvct: Hello
How many dollars did you buy it for?
新div : I want good stocks to have good undervalued prices.
新div : I don't know when interest rates will be cut.
Inflation economic indicators The economy is strong
Employment statistics, CPI results
with
Financial results for semiconductor brands this time
Not really good.
As long as this continues
It is necessary to take a close look at decisions at the time of purchase without being impatient
When current interest rates in dollars/yen are unstable,
It could be done right away.
There is no image that the financial results of companies that didn't work this time will go up next.
If you're aiming for a bargain, you won't do it.
wwolfvct ピンハネOP: It's 38.5...
ピンハネOP wwolfvct: I think there will be an opportunity during this week, so it's better to make a profit when it's over 40 to the extent that you don't cut losses.
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