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くじらくじら Private ID: 182084139
皆さん こんにちは😃 くじらです。米国株に注目するようになり、有用な情報があればみんなにシェアします
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    $Apple(AAPL.US)$ isFinancial results are scheduled to be announced at 07:00 on 5/3 Japan time。
    ● Earnings forecast for 2024Q2,Sales decreased 4.45% year over year to $90.614 billion, and EPS fell 1.72% year over year to $1.49
    ● 56.25% of analysts have bullish ratings,The average target stock price is $200.37。
    ● iPhone sales volume is expected to decline due to intensifying competition in the smartphone market.
    ● There is also an analysis that the impact of the company's delay in entering the AI field is overestimated by the market, and there is also an analysis where the current situation may be an opportunity to buy in reverse.
    $Apple(AAPL.US)$ isFinancial results are scheduled to be announced at 07:00 on 5/3 Japan time。
    Since sales of iPhones, which are Apple's main products, did not maintain the momentum of the previous year in the January-March fiscal year, and there is a high possibility that a decline in sales will be inevitable, it seems that attention will be drawn to the outlook for the April-6 fiscal year.
    It is said that if Apple does not show a positive direction regarding the outlook for the April-6 fiscal year, there is a high possibility that stock price declines will be spurred. While the smartphone market is on a recovery trend, competition with rivals...
    Translated
    [Financial Results Preview] Are Apple's possibilities in AI being downplayed?
    [Financial Results Preview] Are Apple's possibilities in AI being downplayed?
    [Financial Results Preview] Are Apple's possibilities in AI being downplayed?
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    Jim Cramer's today's $Apple(AAPL.US)$I just mentioned that the AAPL dollar is wary of rising, but I said it was fueled by analysts' upgrades. He said profits won't last (likely, and investors should wait to buy - CNBC
    (Source:x.com/ stockmKtn...)
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    ・In the world of electric cars $Tesla(TSLA.US)$ CEO Elon Musk arrived in Beijing on an unannounced visit on Sunday to discuss the deployment of fully autonomous driving software and permission to transfer data overseas.
    ・His visit took place just over a week after canceling his planned visit to India, and concerns grew that plans to expand India in South Asian countries would be postponed.
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    Discuss permits for international data transfers
    1 dollar = 160 yen on Monday $USD/JPY(USDJPY.FX)$ In response to a sharp reversal from the depreciation of the yen which exceeded,
    In response to the fact that there was some speculation that it might be behind Tokyo's movements while the country was out on vacation,
    You will wake up to a nervous exchange market.
    There seems to be some return, which also serves as an adjustment,
    I don't feel like I can see any merit in buying it in Japanese yen
    Unless the Bank of Japan moves, including interest rates, etc., I think it's possible for it to go up to about 180 yen, temporarily close to 200 yen...
    1$ = 200 yen, it's a little scary just because it says this
    Translated
    くじらくじら Set a live reminder
    Berkshire Hathaway, led by famous American investor Warren Buffett, will hold an annual general shareholders' meeting on 5/4 in Omaha, Midwest Nebraska. Since Mr. Munger, who was an ally, passed away, Buffett's successor, Mr. Abel, played a major role. Will Buffett be able to continue his legend in the future? How will Abel, who has shouldered a heavy responsibility, deal with questions from shareholders?
    If you would like to watch it,“reservation”Click on the button.
    ◆ Precautions
    The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
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    Buffett Shareholders' Meeting Live Broadcast
    May 4 08:30
    Book
    After Intel's financial results were announced, stock prices fell 8%, sales increased, and gross profit increased, but in the first place, there was an operating deficit and final deficit from the previous year.
    There is no point in saying that the factory will not be completed “Strong innovation in each portfolio of clients, edge, and data centers is driving a double-digit increase in sales of Intel products.
    Now that Intel 3 has entered the mass production system, cutting-edge semiconductors will be manufactured in the US for the first time in almost 10 years, and along with the growth of Intel foundries, we plan to regain control of the process next year.”
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    Intel was also better than analysts expected, but stock prices fell
    $Victory Capital(VCTR.US)$ It had risen quite nicely, but I suddenly broke the previous day's low last night 🥺 For myself, I had set the previous day's low split as a withdrawal line, so I made a profit. Maybe it will grow if left unattended, but what I invested in was the beauty of the chart, so it can't be helped if it falls off there 😌
    Meanwhile, I thought it was a bubble $WK Kellogg(KLG.US)$ It's still growing 🐸 Even though there are few positions, I made a half profit, so I hardly have any more... marginal profit 😂
    The financial sector is also doing pretty well, so above all, the charts are clean, V-shaped recovery, high prices are missing $American Express(AXP.US)$ $Jackson Financial(JXN.US)$ I tried riding it, but what will happen at the end 🤔
    It's a reminder every time, but the position is super small 🤏
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    After all, it's a difficult market
    There is no negative cover even if the yen depreciates 😃
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    $Meta Platforms(META.US)$ Certainly it's scary to cross over financial results
    The metaverse is now full of advertising revenue, but when it is in full swing 5 or 6 years from now, it was like this when smartphones spread from cell phones to smartphones...
    The next renaissance is sure to be, if not soon.
    Microsoft and Sony have tried the business model of selling platforms by enclosing content, but somehow it looks like a previous era.
    I am very positive about Meta's approach of opening up a platform and making money with content (or rather services), but I have the impression that it might actually be a challenge as a business model.
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