akira_kabu
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
After all, when it's over, the venue is -3%
There is nothing but a sense of incongruity with the bottom price bound from this sharp decline from PCE... (in the first place, it's 3 times leverage, so it's there throughout the year![]()
)
Anyway, there is no change in being in a dangerous zone, so you should watch carefully from next week![]()
After all, when it's over, the venue is -3%
There is nothing but a sense of incongruity with the bottom price bound from this sharp decline from PCE... (in the first place, it's 3 times leverage, so it's there throughout the year
Anyway, there is no change in being in a dangerous zone, so you should watch carefully from next week
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akira_kabu
liked
$Dell Technologies(DELL.US$
I woke up early. That's because I was concerned about the state of my own portfolio, which had become a sea of blood last night. Dell shock.
As a result, the unrealized losses that I had witnessed after 1:00 had returned to half. relief![]()
. Nonetheless, unrealized gains close to one month's salary declined overnight![]()
Most of them had been bought back at the end of the day. The hidden line of the underbeard. We'll know at the beginning of the week whether today was the highlight or not.
Based on my previous remorse, we carried out depreciation and buyups. 4: DELL, MU, VRT, and CRWD A case where losses expanded, including both. In that respect, SMCI was also a candidate for an increase in purchases, but since it is a stock that is likely to decline again in the short term, I didn't do it this time.
CRM, which crashed one step ahead, rebounded by over 7%. Will DELL rise similarly at the beginning of the week?
I woke up early. That's because I was concerned about the state of my own portfolio, which had become a sea of blood last night. Dell shock.
As a result, the unrealized losses that I had witnessed after 1:00 had returned to half. relief
Most of them had been bought back at the end of the day. The hidden line of the underbeard. We'll know at the beginning of the week whether today was the highlight or not.
Based on my previous remorse, we carried out depreciation and buyups. 4: DELL, MU, VRT, and CRWD A case where losses expanded, including both. In that respect, SMCI was also a candidate for an increase in purchases, but since it is a stock that is likely to decline again in the short term, I didn't do it this time.
CRM, which crashed one step ahead, rebounded by over 7%. Will DELL rise similarly at the beginning of the week?
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akira_kabu
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
So, why is this being lowered like such an idiot?
Well, there wasn't a big reason for the March collapse...
Anyway, this time too, “when I left the front door this morning, I stepped out with a different left foot than usual
I wonder if it's a far-fetched reason like “I sold it because I stepped on the dog's cat lol lol
Even if the indicators are good, they will fall, on an individual level
I mean it's impossible other than a prayer trade (^_^;)
So, why is this being lowered like such an idiot?
Well, there wasn't a big reason for the March collapse...
Anyway, this time too, “when I left the front door this morning, I stepped out with a different left foot than usual
I wonder if it's a far-fetched reason like “I sold it because I stepped on the dog's cat lol lol
Even if the indicators are good, they will fall, on an individual level
I mean it's impossible other than a prayer trade (^_^;)
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akira_kabu
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
$Direxion Daily Semiconductor Bear 3x Shares ETF(SOXS.US$
Currently, if the two high-probability options are above 1,082, there is a possibility that the wave C rally will be retested between 1,129 and 1,145 if it does not break through 1,145. There is a high probability that it will break down to $1,068, 1,059, or 1039![]()
$Direxion Daily Semiconductor Bear 3x Shares ETF(SOXS.US$
Currently, if the two high-probability options are above 1,082, there is a possibility that the wave C rally will be retested between 1,129 and 1,145 if it does not break through 1,145. There is a high probability that it will break down to $1,068, 1,059, or 1039
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akira_kabu
liked
$C3.ai(AI.US$
If anything, I think it would be ideal for a company that was interested in C3 generative AI and made a new contract to sign a contract for other services, and sales would explode.
So gradually it's better if the C3 generative AI contract company is a new company that hasn't signed a contract until now. At least it's not that far at present.
It's the same thing as emphasizing the growth rate of the Federal Division or doing it with PLTR.
If the growth of the government sector is great, it will be emphasized, and if the growth of the private sector is amazing, that will be emphasized.
However, since the overall sales growth rate is in the 20% range, the strong growth of the government sector means that growth in the private sector is 20% or less of the overall average.
Nonetheless, the guidance isn't seamless, it's clear, and isn't it a good one in C3AI's recent financial results? I personally think so.
If anything, I think it would be ideal for a company that was interested in C3 generative AI and made a new contract to sign a contract for other services, and sales would explode.
So gradually it's better if the C3 generative AI contract company is a new company that hasn't signed a contract until now. At least it's not that far at present.
It's the same thing as emphasizing the growth rate of the Federal Division or doing it with PLTR.
If the growth of the government sector is great, it will be emphasized, and if the growth of the private sector is amazing, that will be emphasized.
However, since the overall sales growth rate is in the 20% range, the strong growth of the government sector means that growth in the private sector is 20% or less of the overall average.
Nonetheless, the guidance isn't seamless, it's clear, and isn't it a good one in C3AI's recent financial results? I personally think so.
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akira_kabu
liked
1) Storage revenue fell short of expectations
The storage division remained flat without growth from the previous quarter, falling far short of the 18% increase in market expectations.
The company previously revealed the following:
“For every dollar of AI servers, $2 services, storage, and other higher-margin businesses are created for the company.”
Considering that the number of AI server shipments increased by 1.7 billion dollars compared to the same period last year, storage revenue associated with the number of AI server shipments probably increased significantly compared to the same period last year, as the company previously stated.
However, according to actual sales data, there was no change in earnings from the storage business, and it fell far below the 18% growth expected by the market before the meeting.
Additionally, looking at the AI server supply chain, HBM and DDR memory have become AI detonators and there is a shortage of supply, and Dell has not seen any major changes in earnings due to this wave of storage shipments.
2) Profits fell short of expectations
Shipments of AI servers increased by 1.7 billion dollars compared to the previous year, but profits declined rather than increased, falling far below the 17% increase expected by the market.
Analysts questioned this result --.
Same...
The storage division remained flat without growth from the previous quarter, falling far short of the 18% increase in market expectations.
The company previously revealed the following:
“For every dollar of AI servers, $2 services, storage, and other higher-margin businesses are created for the company.”
Considering that the number of AI server shipments increased by 1.7 billion dollars compared to the same period last year, storage revenue associated with the number of AI server shipments probably increased significantly compared to the same period last year, as the company previously stated.
However, according to actual sales data, there was no change in earnings from the storage business, and it fell far below the 18% growth expected by the market before the meeting.
Additionally, looking at the AI server supply chain, HBM and DDR memory have become AI detonators and there is a shortage of supply, and Dell has not seen any major changes in earnings due to this wave of storage shipments.
2) Profits fell short of expectations
Shipments of AI servers increased by 1.7 billion dollars compared to the previous year, but profits declined rather than increased, falling far below the 17% increase expected by the market.
Analysts questioned this result --.
Same...
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akira_kabu
reacted to
akira_kabu
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
It looks like it's going to bounce about one more time, but I don't feel like it's going to be sold in the morning
It looks like it's going to bounce about one more time, but I don't feel like it's going to be sold in the morning
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akira_kabu
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
PCE is sold even at a convenient score, and is it sold even when interest rates drop
Seeing that it's not logical anymore, this is why investing is gambling
I wonder what they're going to say
PCE is sold even at a convenient score, and is it sold even when interest rates drop
Seeing that it's not logical anymore, this is why investing is gambling
I wonder what they're going to say
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akira_kabu
liked
I wonder what's already... that's why it's wakame. I'm not going according to theory~ 😅
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akira_kabuOP : I don't understand that a lot of things overlapped, but it feels like it's a bit overkill.
It's like there aren't any recent event numbers...
People on the side that can't operate have no choice but to adapt