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兆り人 Private ID: 182168695
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    兆り人 commented on
    $Bank of America(BAC.US)$ It was pointed out that since there is a high possibility that the momentum of artificial intelligence will peak in mid-2026, the bull market for semiconductors will continue.
    Since AI enthusiasm has overtaken the market, the SOX index, which tracks semiconductors, has overtaken the benchmark index and has already risen 26% since the beginning of the year. Compared to the S&P 500, it is said that it is traded at a premium of 4 to 5 times.
    Of course, there is a possibility that it will fall due to immediate triggers such as the US election or monetary policy, but there are good reasons to remain bullish, analysts wrote on Monday.
    This is because the chip industry often rises for 10 quarters after experiencing a downcycle, and this pattern has only just begun.
    “The current upcycle began in late '23. However, since chip stocks (SOX) change direction 6-9 months before the cycle changes, there is a possibility that semiconductors will peak in the second half of '25, that is, 1 year or more from now.”
    Furthermore, the sector saw last year's inventory adjustments...
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    A young woman living in America in the video
    They distribute information every week from a general point of view, but when prices of food in general, household goods, gasoline ⛽️, etc. are dropping little by little Even so, most Americans pay by card, so I'm worried ❓ about whether they can repay it.
    It's probably inflation rather than Japanese savings, etc., but even if interest rates don't drop
    Consumption motivation is amazing ‼️ YesAs a matter of fact, there is no way to buy a new car or house (whether newly built or used), but Americans who like to change their homes don't let go of the house they live in now and are fine as long as they pay high-interest loans. So it seems that the number of used properties has also decreased dramatically ❗️ from before. If you order a full set of fast food, which is also enjoyed by the common people, it will exceed 1500 to 2000 yen in Japanese yen, so the number of people eating at home has increased.
    It would be nice if restaurants and fast food restaurants also cut prices ⤵️.
    It seems that wealthy celebrities are even more divided into luxury high class ⤴️ and the dichotomous difference is severe. But it seems that ❗️ prices are more expensive than NY 🏙️ and ❗️ Hawaii Surprising peach tree Japanese pepper tree
    Ala Moana SC or something is so high that they won't be able to get close...
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    Good morning to all Moomoo users!Here are the key points of this morning's first report.
    ● [Tokyo Stock Exchange Rate Forecast Range] 38,400 yen - 38,800 yen (5/31 closing price 38,487 yen 90 sen)
    ● US PCE core price index growth slowed in April - real spending declined unexpectedly
    ● US personal consumption, signs of fatigue despite astonishing tenacity - main engines stall all at once
    ● NVIDIA upgrades AI accelerators every year
    ● Will Japanese stocks continue to grow, risk-on-value stocks have an advantage due to calming US inflation
    ● Prospects for a landslide victory for the ruling coalition in the Indian general election - stock prices and rupee exchange rates are expected to rise
    ● OPEC Plus agrees to extend production cuts Coordinated production cuts until '25
    -MooMoo News Amelia
    Market Overview
    In the US stock market on the 31st, the NY Dow Jones Industrial Average rebounded sharply for the first time in 4 days to 38,686 dollars 32 cents, 574 dollars, 84 cents higher than the previous business day. The Nasdaq Composite Stock Price Index fell 2.064 points to 16,735.015. Buying dominated the Tokyo stock market on the 3rd, centered on major stocks, and the Nikkei Stock Average was 38,800...
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    [Morning Report] NVIDIA upgrades AI accelerators every year Japanese stocks continue to grow, risk on as US inflation calms down
    [Morning Report] NVIDIA upgrades AI accelerators every year Japanese stocks continue to grow, risk on as US inflation calms down
    [Morning Report] NVIDIA upgrades AI accelerators every year Japanese stocks continue to grow, risk on as US inflation calms down
    Good morning to all moomoo users!Here are the key points of this morning's first report.
    ● [Tokyo Stock Exchange Rate Forecast Range] 38,500 yen - 39,000 yen (closing price 38,646 yen 11 sen on the 24th)
    ● Opposing advice to Tesla shareholders against Mr. Musk's compensation plan = Glass Lewis
    ●Is the FRB-focused keynote inflation index slowing down in April - progress is also somewhat suggested
    ● The yen is in the latter half of the 156 yen range, and Kanda treasurer weakens the yen - pay attention to the Bank of Japan Executive Vice Governor's speech
    ●North Korea “artificial satellite” launch notice
    ● Good news for US bond investors waiting to cut US interest rates - buybacks and the start of QT deceleration
    ● Toyota takes the lead in net profit expectations, sales increase in the fiscal year ending 25/3
    — MooMoo News Kathy  
    Market Overview
    In the US stock market on the 24th, the NY Dow Jones Industrial Average rebounded slightly to 39,069 dollars 59 cents, 4 dollars 33 cents higher than the previous business day, for the first time in 3 days. The Nasdaq Composite Stock Price Index rose 184.761 points to 16,920.794. The Tokyo stock market on the 27th was dominated by buybacks centered on major stocks, and there is a high probability that the Nikkei Stock Average will turn into a rebound...
    Translated
    [Morning Report] Advising Tesla shareholders against Mr. Musk's compensation plan = Glass Lewis FRB-focused PCE core price index slowing down in April
    [Morning Report] Advising Tesla shareholders against Mr. Musk's compensation plan = Glass Lewis FRB-focused PCE core price index slowing down in April
    $Astera Labs(ALAB.US)$
    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.
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    After closing the US stock market on 5/22 (morning of the 23rd Japan time), NVIDIAFirst quarter of fiscal year 2025We are planning to announce financial results.
    Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
    [Rewards]
    ● 5,000 points distributed evenly
    May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
    [Exclusive 500 yen Amazon gift card]
    Would you like to take part in more challenging contests?
    May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
    Translated
    [Bonus available] Get benefits by predicting the closing price after Nvidia's Q1 financial results are announced!
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    兆り人 commented on
    A hot theme that is no less superior to AI semiconductors in the US stock market is “slimming drugs.”Stock prices of “slimming drug” brands have risen in a short period of time in the US. In Japan, where the obese population is said to be relatively small, interest is not as high as in the US, but there are domestic listed companies involved in the development of “slimming drugs,” and if commercialized, there is a possibility that overseas investors will “buy” in the same way as American brands. We will pick up 3 promising brands involved in the development of “slimming drugs” domestically.
    Related stocks have skyrocketed in the US over the past year or so
    “Weight loss drugs” were originally developed as therapeutic agents for patients with diabetes and obesity, etc., but when products with “slimming” effects were sold to the general public, they became a big hit.
    particularlyAmericans, who say 40% of citizens are obese, have a high level of attention, and Tesla CEO Elon Musk also uses itIt is said that there are many influencers related to “slimming drugs” on SNS.It has been revealed that Horie Takafumi called Horiemon also used it in Japan。
    The “slimming drug” market will grow about 16 times to 100 billion dollars (about 15 trillion yen) by 2030...
    Translated
    A “slimming drug” with explosive power that surpasses AI semiconductors in the US! Will the day come when overseas investors will flood into the 3 domestic drug discovery brands? Tesla's Mr. Musk also uses
    A “slimming drug” with explosive power that surpasses AI semiconductors in the US! Will the day come when overseas investors will flood into the 3 domestic drug discovery brands? Tesla's Mr. Musk also uses
    A “slimming drug” with explosive power that surpasses AI semiconductors in the US! Will the day come when overseas investors will flood into the 3 domestic drug discovery brands? Tesla's Mr. Musk also uses
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