$NVIDIA (NVDA.US)$ $Nasdaq (NDAQ.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $Oracle (ORCL.US)$
At tonight's FOMC meeting, a hawkish rate cut is expected, with Powell making statements showing reluctance towards rate cuts next year. Additionally, more than four committee members opposing rate cuts or the dot plot indicating only one rate cut opportunity next year could lead to a stock price decline similar to what was observed during the October FOMC meeting.
However, glimpses of yesterday's Hachette (who mentioned the possibility of consecutive rate cuts next year) were evident throughout. No one was influenced by Powell’s hawkish remarks as he has become a lame duck 🦆. NVIDIA and others are expected to rise steadily ↗️ following Oracle's strong earnings results.🌃
[FOMC Preview] A 'Hawkish Rate Cut'?! Focus on 2026 Interest Rate Forecasts and the 'Fed Put' - What Strategy Should Be Prepared?

$NVIDIA (NVDA.US)$ $Oracle (ORCL.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Whether fortunate or not, this GPU camp has been somewhat held back by CoreWeave and Oracle recently, so it would be a good sign if these two companies or SoftBank start to rise.

$NVIDIA (NVDA.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$It was ordinary.

$NVIDIA (NVDA.US)$ $Oracle (ORCL.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Before JOLTS, I will predict today's closing price for Nvidia. The H200 in China doesn't matter at all.
The closing price of NVDA on the 10th day at Japan time is forecasted to be $189.0.

$Oracle (ORCL.US)$ $NVIDIA (NVDA.US)$
Through Sovereign AI, I hope Oracle aggressively expands the sales of AI servers to a solid customer base in regions such as the Middle East, 🇮🇳, and Europe.

$NVIDIA (NVDA.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Since I don't have any expectations for China, it doesn't matter either way. I don't think yesterday's rise was due to China, so it's fine. The report about access denial to H200 is still at the rumor level and not confirmed yet.

$Nasdaq Composite Index (.IXIC.US)$ $NVIDIA (NVDA.US)$
The JOLTS data for September and October is somewhat concerning because the government was shut down.

$NVIDIA (NVDA.US)$
Xi Jinping also doesn't need H20, but having H200 would be fine.It feels like that. Since there was about 7% of sales in H20, in H200... they will probably report using NONGAAP anyway. 🇨🇳

$NVIDIA (NVDA.US)$ $CoreWeave (CRWV.US)$
Despite being weighed down by CoreWeave, is it putting up a good fight? Although Google had raised its price, it has now turned bearish. Oracle appears to be holding strong. For some reason, Marvel is plummeting.

$NVIDIA (NVDA.US)$ $Walmart (WMT.US)$ $Dollar General (DG.US)$
AI has been contributing to the upward trend in actual corporate earnings. Both Dollar Tree and Walmart have actively applied AI to promotional activities targeting customers, significantly boosting their performance, with stock prices also rising sharply in the latest earnings report. (There are views suggesting that, correspondingly, AI is reducing recruitment for new graduates.))