ニンニク二郎侍
liked
$TENCENT(00700.HK$
China asks Tencent to lower Wechat Payment market share.
China asks Tencent to lower Wechat Payment market share.
4
It means it's going to drop this week
Re-entry after securing the highest VRT price profit. (Leave the NISA frame)
Astella bought more.
→Purchase Envent, a long-established company that provides liquid cooling and others as AI-related stocks. I felt that PER was 23 times cheaper.
While high-tech stocks declined, Novo had a strong presence alone.
Re-entry after securing the highest VRT price profit. (Leave the NISA frame)
Astella bought more.
→Purchase Envent, a long-established company that provides liquid cooling and others as AI-related stocks. I felt that PER was 23 times cheaper.
While high-tech stocks declined, Novo had a strong presence alone.
Translated
5
Institutional investors go on vacation in June, so stocks with higher gain/fall rates are sold and cheaper. In particular, there was a trend of selling AI-related stocks that were in season.
The following is taken from Google Gemini
The gain/fall rates for the three major US stock indices from 2024/5/27 to 6/2 are as follows.
* S&P500: -0.61%
* NASDAQ: -1.09%
* NY Dow: -0.88%
All major indices declined this week. In particular, NASDAQ fell sharply, led by technology stocks.
factors
* Concerns about the Fed's interest rate hike: Investors have strengthened their risk aversion due to concerns that the Fed will raise interest rates further in the future.
* Deterioration in economic indicators: Economic indicators, such as the manufacturing business index, deteriorated, and concerns about a recession increased.
* Geopolitical risks: Geopolitical risks such as the situation in Ukraine and the Taiwan issue have worsened investment sentiment.
exhaustive
* S&P 500: Out of 11 major industries, 8 industries declined. While energy, finance, materials, etc. were strong, communication, information technology, etc. declined drastically.
* NASDAQ: A decline led by high-tech stocks. In particular, semiconductors, sausages...
The following is taken from Google Gemini
The gain/fall rates for the three major US stock indices from 2024/5/27 to 6/2 are as follows.
* S&P500: -0.61%
* NASDAQ: -1.09%
* NY Dow: -0.88%
All major indices declined this week. In particular, NASDAQ fell sharply, led by technology stocks.
factors
* Concerns about the Fed's interest rate hike: Investors have strengthened their risk aversion due to concerns that the Fed will raise interest rates further in the future.
* Deterioration in economic indicators: Economic indicators, such as the manufacturing business index, deteriorated, and concerns about a recession increased.
* Geopolitical risks: Geopolitical risks such as the situation in Ukraine and the Taiwan issue have worsened investment sentiment.
exhaustive
* S&P 500: Out of 11 major industries, 8 industries declined. While energy, finance, materials, etc. were strong, communication, information technology, etc. declined drastically.
* NASDAQ: A decline led by high-tech stocks. In particular, semiconductors, sausages...
Translated
5
ニンニク二郎侍
commented on and voted
$Astera Labs(ALAB.US$
PMI (Purchasing Managers Index) deteriorated! High-tech stocks plummeted due to rekindling inflation!
Raging sales from institutional investors will begin from here until the end of the month.
This means that the long-awaited place to buy (for blue-chip stocks) will come. Well, I'll buy more Astellas.
High-tech stocks that have been bought recently are falling across the board, so what are we going to do with our immediate strategy? It's time to think.
PMI (Purchasing Managers Index) deteriorated! High-tech stocks plummeted due to rekindling inflation!
Raging sales from institutional investors will begin from here until the end of the month.
This means that the long-awaited place to buy (for blue-chip stocks) will come. Well, I'll buy more Astellas.
High-tech stocks that have been bought recently are falling across the board, so what are we going to do with our immediate strategy? It's time to think.
Translated
6
1
Of a long-established company $nVent Electric(NVT.US$ 。
The PER of this company, which provides a cooling system similar to VRT, is 23 times higher. I decided that there was still room for growth, so I took advantage of this week's decline and bought it.
The PER of this company, which provides a cooling system similar to VRT, is 23 times higher. I decided that there was still room for growth, so I took advantage of this week's decline and bought it.
Translated
4
PCE and others are as expected across the board, so BAD NEWS is likely to be a development that will return what was lowered because it is GOOD NEWS.
Frontline half clear.
The VRT was the highest value last time, and everything other than the NISA frame was accurate. And I just bought it back.
Astella bought more.
Frontline half clear.
The VRT was the highest value last time, and everything other than the NISA frame was accurate. And I just bought it back.
Astella bought more.
Translated
9
$Super Micro Computer(SMCI.US$
Profits were lower than expected in financial results, so institutional investors and individual investors who are learning are just leaving.
Until a good settlement is made next time, it will only be food for institutional investors.
Profits were lower than expected in financial results, so institutional investors and individual investors who are learning are just leaving.
Until a good settlement is made next time, it will only be food for institutional investors.
Translated
4
ニンニク二郎侍
commented on
Frontline and geopolitical risks continue to rise.
Both Novo and Astella have good financial results. Steady rise.
Vertiv is held as an AI stock. They sell slightly in the high price range, and buy a little while in the low price range.
Both Novo and Astella have good financial results. Steady rise.
Vertiv is held as an AI stock. They sell slightly in the high price range, and buy a little while in the low price range.
Translated
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