明葉 ミミ
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US$ If you expect interest rate cuts, I think it's a good idea to ignore opinions advocated based on unique logic, such as when an economic recession is coming or a hard landing is coming, and just check the data. There are people who say that the Fed makes mistakes, but to be clear, the people who drive the market are some of the best people in the world, and they are not opponents that ordinary people can compete shoulder to shoulder. We should abandon the idea of outperforming the market. It is an unmistakable fact that there are currently no figures that would allow interest rates to be cut. It is necessary to look only at the facts and ask for the timing so as not to be misled.
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China has increased imports of coal and natural gas so far this year, and is planning to stockpile fuel for power plants for the summer as international prices for the first four months of 2024 are half of what they were last year.
China's natural gas imports rose 21% year over year from January to April, and coal imports increased 13%, according to data reported by Bloomberg on Monday.
According to Bloomberg, the benchmark LNG price in Asia was just over $9 per million in the first quarter of 2024, while the average LNG price for delivery to North Asia in the first quarter of last year was $18 per mmBTU.
Coal prices also fell, and the average price of Australia's Newcastle coal futures, which is a major exporter of coal, in the first quarter of 2024 was 127 dollars per ton. This is almost half of the average price of $236 per ton from January to March 2023.
China's increase in coal imports so far this year has betrayed previous expectations that the Chinese government would level off coal purchases in 2024.
An executive of China's state-owned power company Guangdong Energy Group said in March that China's coal imports this year...
China's natural gas imports rose 21% year over year from January to April, and coal imports increased 13%, according to data reported by Bloomberg on Monday.
According to Bloomberg, the benchmark LNG price in Asia was just over $9 per million in the first quarter of 2024, while the average LNG price for delivery to North Asia in the first quarter of last year was $18 per mmBTU.
Coal prices also fell, and the average price of Australia's Newcastle coal futures, which is a major exporter of coal, in the first quarter of 2024 was 127 dollars per ton. This is almost half of the average price of $236 per ton from January to March 2023.
China's increase in coal imports so far this year has betrayed previous expectations that the Chinese government would level off coal purchases in 2024.
An executive of China's state-owned power company Guangdong Energy Group said in March that China's coal imports this year...
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$Aval Data(6918.JP$ It will go on sale after closing today, but there is too little information on this year's predictions to make a decision! There's no information to search for on the internet, and I have no choice but to rely on time, but I think I can go! I'm going to buy it later! Also, Zensho and Sony will be announced in the same way, but these will not grow!
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$Meta Platforms(META.US$ CEO Mark Zuckerberg said in a recent interview with Pipeline's Dwarkesh Patel Channel (Dwarkesh Patel) that the tightness of GPUs in AI data centers is already easing,The bottleneck in the future will be electricity supplyI said it would be.
Zuckerberg first mentioned that for a while before, IT companies had trouble purchasing the required number of AI GPUs even if they had plenty of money, but now this has begun to ease.
Currently, a single new data center can reach 50-100MW or 150MW in overall power consumption. However, Zuckerberg believes that 1GW level data centers will not appear soon. At the end of the day, this is equivalent to the power generation capacity of an entire nuclear power plant to train AI.
According to Zuckerberg, overall, each country has stricter management of the energy industry, and energy facilities (power plants, substations...) that support large-scale data centers
Zuckerberg first mentioned that for a while before, IT companies had trouble purchasing the required number of AI GPUs even if they had plenty of money, but now this has begun to ease.
Currently, a single new data center can reach 50-100MW or 150MW in overall power consumption. However, Zuckerberg believes that 1GW level data centers will not appear soon. At the end of the day, this is equivalent to the power generation capacity of an entire nuclear power plant to train AI.
According to Zuckerberg, overall, each country has stricter management of the energy industry, and energy facilities (power plants, substations...) that support large-scale data centers
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The Washington Post reported this week that former President Trump requested donations of 1 billion dollars for presidential election campaigns from oil and gas industry executives, and promised that if elected president in November, he would withdraw dozens of environmental regulations enforced by the Biden administration.
President Trump sold to executives at a meeting held in Mar-a-Lago, Florida last month, and representatives of venture global CEO Mike Sabell, Chenier Energy (LNG) CEO Jack Fusco, and representatives of Chevron (CVX), Continental Resources, ExxonMobil (XOM), and Occidental Petroleum (OXY) were also included among them.
In particular, President Trump stated that he would stop temporarily suspending new export approvals for liquefied natural gas by the Biden administration, abolish automobile exhaust regulations of the Environmental Protection Agency that promote electric vehicles, auction further lease rights for Gulf of Mexico drilling, and withdraw drilling restrictions in the Alaska Arctic.
Despite major oil companies' aversion to Mr. Biden, fossil fuel production and oil industry profits soared to record highs during Biden's presidency...
President Trump sold to executives at a meeting held in Mar-a-Lago, Florida last month, and representatives of venture global CEO Mike Sabell, Chenier Energy (LNG) CEO Jack Fusco, and representatives of Chevron (CVX), Continental Resources, ExxonMobil (XOM), and Occidental Petroleum (OXY) were also included among them.
In particular, President Trump stated that he would stop temporarily suspending new export approvals for liquefied natural gas by the Biden administration, abolish automobile exhaust regulations of the Environmental Protection Agency that promote electric vehicles, auction further lease rights for Gulf of Mexico drilling, and withdraw drilling restrictions in the Alaska Arctic.
Despite major oil companies' aversion to Mr. Biden, fossil fuel production and oil industry profits soared to record highs during Biden's presidency...
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$CXApp(CXAI.US$
Honestly, I wonder what this stock is like, and whether it will rise even if I hold it in the future.
Honestly, I wonder what this stock is like, and whether it will rise even if I hold it in the future.
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$Aethlon Medical(AEMD.US$
Please tell us about the future of this place.
Please tell us about the future of this place.
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When I invest in US stocks, I only worry about US stock news, but the marketexternal factorsIt is also affected by
United StatesCPIThey are reluctant to drop, led by soaring housing costs.
In contrast to thisThai CPIThe current value peaked at 7.86% of the 2022/10 announcement0.19%There has been a big drop.
Inflation is seriousTurkey85.51% in 2022/11CPIThis is the peak of It fell once and added 38.21%, but then it rose again and the current value69.80%It is getting closer to its peak.
India CPIThe fluctuation was intense, and there were scenes where the high price of 7.44% to 7.79% was set 4 times after 2020. What is the current value4.85%It is.
German CPIpeaked at 10.4% announced in 2022/11 and fell steadily, and the current value2.2%It is.
United Kingdom CPIpeaked at 11.1% announced in 2022/11 and fell steadily, and the current value3.2%It is.
Japan CPIpeaked at 4.3% announced in 2023/3 and fell to 2.2%, but now it has rebounded2.7%It is.
Korea CPIpeaked at 6.3% announced in 2022/8 and fell to 2.3%, but it rebounded and the current value2.9%and...
United StatesCPIThey are reluctant to drop, led by soaring housing costs.
In contrast to thisThai CPIThe current value peaked at 7.86% of the 2022/10 announcement0.19%There has been a big drop.
Inflation is seriousTurkey85.51% in 2022/11CPIThis is the peak of It fell once and added 38.21%, but then it rose again and the current value69.80%It is getting closer to its peak.
India CPIThe fluctuation was intense, and there were scenes where the high price of 7.44% to 7.79% was set 4 times after 2020. What is the current value4.85%It is.
German CPIpeaked at 10.4% announced in 2022/11 and fell steadily, and the current value2.2%It is.
United Kingdom CPIpeaked at 11.1% announced in 2022/11 and fell steadily, and the current value3.2%It is.
Japan CPIpeaked at 4.3% announced in 2023/3 and fell to 2.2%, but now it has rebounded2.7%It is.
Korea CPIpeaked at 6.3% announced in 2022/8 and fell to 2.3%, but it rebounded and the current value2.9%and...
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$DaikyoNishikawa(4246.JP$
The Daihatsu factory has started operation. Will there be an impact on sales of Daikyo Nishikawa?
The Daihatsu factory has started operation. Will there be an impact on sales of Daikyo Nishikawa?
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明葉 ミミ
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An important indicator for predicting the sustainability of the AI boomThere is one. It is the capital investment amount of the four US Big Tech companies that are the protagonists of AI investment. Based on recent analysts' predictions,The total capital investment amount of the Big Tech companies in 2025 is expected to rise to 200 billion dollars (about 31 trillion yen)that's it. Where will the four companies' huge capital investment funds go?
(The 4 Big Tech companies are $Microsoft(MSFT.US$ 、 $Alphabet-A(GOOGL.US$ 、 $Meta Platforms(META.US$ 、 $Amazon(AMZN.US$ )
At this financial results presentationThe four Big Tech companies explained that the reason for the increase in capital investment is to increase investment in AII did it. The king of AI semiconductorsIt's easy to guess that NVIDIA will benefit. NVIDIA is at the top of the list of the top supplier companies of the four Big Tech companies, and that...
(The 4 Big Tech companies are $Microsoft(MSFT.US$ 、 $Alphabet-A(GOOGL.US$ 、 $Meta Platforms(META.US$ 、 $Amazon(AMZN.US$ )
At this financial results presentationThe four Big Tech companies explained that the reason for the increase in capital investment is to increase investment in AII did it. The king of AI semiconductorsIt's easy to guess that NVIDIA will benefit. NVIDIA is at the top of the list of the top supplier companies of the four Big Tech companies, and that...
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