As expected, NVDA is moving towards around $150. This Friday, SPDR's technology ETF (XLK) will switch rankings between Apple, which is 2nd in weight, and NVDA, which is 3rd, and the NVDA weight will be raised from the previous 6% to 11%. Approximately $10 billion is also expected to flow in before and after adjustments. So even if CEO Jansung sells NVDA shares in 2 days, everyone ignores it (lol
Related to what should I buy, like SMCI

AMD CEO Lisa will be on stage at 10:30 later!
I have to watch a live show

NVIDIA CEO Jansung revealed Blackwell's next-generation platform Rubin during his Taiwan lecture last night! Pay attention to SK Hynix, MU, and LRCX for the benefits of HBM4. There is also SMCI, one company that has strengthened partnerships by name!

◇The reason for the sharp rise in copper prices was the suspension of operations at the Panama copper mine, but the main reason for the sharp rise was “bomb buying” by both the US and China ◇
 
LME copper futures prices hit an all-time high at the beginning of last week, and soaring gold, silver, and copper prices have been reported one after another in the mass media. Until now, gold, silver, and copper prices, above allThe rise in copper prices is closely related to changes in the Chinese economy and US interest rate trends, and it rises and falls with constant discipline depending on the economy and interest rate cyclesI'll do it. The US ISM manufacturing index in March surpassed the temporary milestone of 50, and since China's economic statistics are gradually showing a sense of bottoming out, there are many ordinary analysts and commentators who point out that expectations for economic recovery led to an increase in copper prices. However, even so, the Chinese economy, which is the largest consumer country, is still sluggish, and while the high US interest rate environment continues, there is still a sense of incongruity with the high price update of the copper exchange rate. Actually, what is the “copper exchange rate”We have entered a “super cycle” that we have never seen beforeI'm looking forward to it. Of course, there is a translation for this, and to sum it up in a nutshell, “bomb buying” by both the US and China has boosted copper prices.
First, what is the background of the current sharp rise in copper pricesThe Panamanian Supreme Court ruled in the same country...

The split that was carried out in '21 had gone up by about 30% until the rights, so the 5% increase after is a sign to buy

The market is looking for new clues about interest rate trends, and since it is focusing on the CPI to be announced on the 15th of next week,It's hard for tech stocks to move until the CPI is announcedIt is expected that the situation is in place. It was also one of the reasons why Japan-US semiconductor stocks were developing slightly weakly, but it seems that additional restrictions on Huawei by the United States were viewed as material.
While Huawei once again rose to 2nd place in the Chinese smartphone market share by manufacturer for the fiscal year ending 24-1/3, Apple fell 4th place. Also, we received information that Huawei's own DUV development center would begin operation in June, which shocked the US White House and the National Diet, and the U.S.The Commerce Department took up export licenses issued to Intel (INTC) and Qualcomm (QCOM) to substantially strengthen the blockade against HuaweiIt looks like it did. Yesterday, INTC showed a forecast that the Q2 (April-6) sales forecast would fall below the median range of 12.5 billion to 13.5 billion dollars previously shown due to the effects of the same regulations.
With the implementation of these additional regulations, Huawei's development of semiconductors etc. is accelerating...

While the Dow rebounded against the previous day in the US stock market on the 1st, the NASDAQ and S&P 500 indices continued to decline. The FOMC, which is the biggest event of the week, ended, and the US 10-year bond yield and dollar index both fell, but as a result of the FOMC, the content of Chairman Powell's speech had both a positive and negative impact on the stock market.
First,The following 5 priorities of the May FOMCOrganize to
・Although there has been little progress in the process of suppressing the inflation rate to the target 2% in the past few months, implementation of additional interest rate hikes is negative.
・There is a better balance in simultaneous efforts to secure employment and control inflation,The job market continues to be in a state of “excess demand,” and labor supply sites are still tightIt's been done.
・Recent inflation statistics have not been able to bring greater confidence to the FED, and if confidence in achieving the 2% inflation target does not increase further,Implementing interest rate cuts is still not appropriateI made a decision.
・Inflation is expected to continue to decline, but it is changing slightly more cautiously than previously anticipated. It is uncertain how long it will take until confidence is built to achieve the inflation target.
・However,QT (quantitative tightening...

While wearing a pigeon hat, they used 5.5 trillion yen to push up a little over 3 yen

Microsoft-funded, Rubric (RBRK), a hybrid cloud data management and security PF provider, decided the public price was 32 dollars. I wonder if the initial price forecast is 38 to 40 dollars considering the after decline in META and before the MSFT settlement