✅ $NVDA $SOX メモリアルデー明けリバランス
$Arm Holdings(ARM.US$ $NVIDIA(NVDA.US$ $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
マイクロソフトのエッジAI(パソコン)はさて、どれくらいつかえるのか?FANG-Mが続きますね!☺
✅ 予想GDP 1.2%, PCE -0.1%⤵
✅米国マネーフローが $TOL $HD $JNJ $PEP $MCD から $MU $ON $AMD $EQT $WDC $ENPH $ARM $PANW
✅日本マネーフローは、除外 #清水建設 #アズビル #ヤマハ #小田急電鉄 ,採用 #アシックス
所感: 海外勢 #ドル円 ロング&国内勢 ショートの戦い続いていますねー。日本市場からはフローは抜けているので狭いレンジが続くか? #天然ガス #銅 珈琲など、コモディティがとにかく強い。ゴールド下値タッチ。
B...
$Arm Holdings(ARM.US$ $NVIDIA(NVDA.US$ $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
マイクロソフトのエッジAI(パソコン)はさて、どれくらいつかえるのか?FANG-Mが続きますね!☺
✅ 予想GDP 1.2%, PCE -0.1%⤵
✅米国マネーフローが $TOL $HD $JNJ $PEP $MCD から $MU $ON $AMD $EQT $WDC $ENPH $ARM $PANW
✅日本マネーフローは、除外 #清水建設 #アズビル #ヤマハ #小田急電鉄 ,採用 #アシックス
所感: 海外勢 #ドル円 ロング&国内勢 ショートの戦い続いていますねー。日本市場からはフローは抜けているので狭いレンジが続くか? #天然ガス #銅 珈琲など、コモディティがとにかく強い。ゴールド下値タッチ。
B...
+2
Matt Odessey
reacted to
Fear of $VIX disappeared, and the #ダウ DJI surpassed 40,000, and the ATH festival also remained in a stagnant range from over #日経先物 40,000 in the economic system.
Matt Investor/Official MC | Note
x.com
5/23 (Thu) at 6:00 a.m. #エヌビディア Move the World ☺
✅ $TSLA $COIN $LLY Eli Lilly $MSFT $NVDA 🆙
✅ Against #Nvidia $NVDA, Rosenblatt analysts gave a $1,400 target buy rating
✅ The investment app Robinfoot $HOOD attracted 20 million young people and the wealthy with 6.75% MMF, then #woodstockclub bustled Nikkei, and #postprime was listed as an IPO on 6/20.
Matt Investor/Official MC | Note
x.com
5/23 (Thu) at 6:00 a.m. #エヌビディア Move the World ☺
✅ $TSLA $COIN $LLY Eli Lilly $MSFT $NVDA 🆙
✅ Against #Nvidia $NVDA, Rosenblatt analysts gave a $1,400 target buy rating
✅ The investment app Robinfoot $HOOD attracted 20 million young people and the wealthy with 6.75% MMF, then #woodstockclub bustled Nikkei, and #postprime was listed as an IPO on 6/20.
Translated
+4
3
Matt Odessey
reacted to
Congrats!
[NVIDIA Settlement] Stock Price 900 USD or 1400 USD? Super Micro, ARM, Tokyo Electron, Screen, where are the next cheap semiconductors coming?
come on! Where in Japan would you buy? Tokyo Electron? Advantest? Shin-Etsu Chemical? No, Macnica, don't forget Ted too? Oh Tokyo Chemical Industry!? KOKUSAI, ah SUMCO???
[NVIDIA Settlement] Stock Price 900 USD or 1400 USD? Super Micro, ARM, Tokyo Electron, Screen, where are the next cheap semiconductors coming?
come on! Where in Japan would you buy? Tokyo Electron? Advantest? Shin-Etsu Chemical? No, Macnica, don't forget Ted too? Oh Tokyo Chemical Industry!? KOKUSAI, ah SUMCO???
Translated
+1
3
Matt Odessey
reacted to
M7 has finally passed all the events, and your ability will be tested. LSI, which has the core of edge inference, is making an exciting debut. China also invested 7.4 trillion yen in semiconductors, unbeaten by Japan and the CHIPS+ US factory. big wave.
Remaining financial results $COST $BEST $FUTU $CAVA $JOVY $DELL $HPE
What will happen to natural gas and natural gas after memory day?
Remaining financial results $COST $BEST $FUTU $CAVA $JOVY $DELL $HPE
What will happen to natural gas and natural gas after memory day?
Translated
+1
3
Matt Odessey
reacted to
Accelerator on 11,000 rpm until red zone (5/22 NVIDIA settlement) where do you turn off the accelerator?
X: @Matt_standbyme
[Kihon Vol.32] Is the spring market price “Sell in May” true? | Matt Investor/Official MC
✅ The Fed's balance sheet is currently 18.5% lower than its peak in April 2022. Liquidity declined and interest rates remained high.
✅ Approximately 9% of $1.12 trillion credit card debt is “overdue” in the first quarter of 2024
✅ Romance scams target people in their 40s/50/60s and older. $META FACEBOOK/X NOTE
✅ $USDJPY Contrarian Dollar Yen Long Slowly $SOXL Posiyama Zemo Pro sells. $NVDA 1000$ before 5/22? Is it an adjustment
✅ Settlement $WMT 🆙, Sanyu Construction, Sagami Rubber Industries, TYK, Shimamura
https://note.com/matt2cents/
https://www.nikkei.com/article/DGXZQOUE166Q70W4A510C2000000/?n_...
X: @Matt_standbyme
[Kihon Vol.32] Is the spring market price “Sell in May” true? | Matt Investor/Official MC
✅ The Fed's balance sheet is currently 18.5% lower than its peak in April 2022. Liquidity declined and interest rates remained high.
✅ Approximately 9% of $1.12 trillion credit card debt is “overdue” in the first quarter of 2024
✅ Romance scams target people in their 40s/50/60s and older. $META FACEBOOK/X NOTE
✅ $USDJPY Contrarian Dollar Yen Long Slowly $SOXL Posiyama Zemo Pro sells. $NVDA 1000$ before 5/22? Is it an adjustment
✅ Settlement $WMT 🆙, Sanyu Construction, Sagami Rubber Industries, TYK, Shimamura
https://note.com/matt2cents/
https://www.nikkei.com/article/DGXZQOUE166Q70W4A510C2000000/?n_...
Translated
+4
5
Matt Odessey
reacted to
#米CPI flat & softening retail demand ATH US $QQQ $VOO $DJI new high
note.com/matt2c...
$GameStop(GME.US$ Short cover market due to a fall. How far will Raditmin buy down from here? The strength of unity is tested. You didn't go to NVIDIA NVDA or SPY, did you??
Japanese market, $Inpex(1605.JP$ $ENEOS Holdings(5020.JP$ Other defense, beverages, regional banks, automobiles, semiconductors
$USDJPY 154.82 ⤵
The material cost for a 5 yen coin was 4.66 yen, and the depreciation of the yen boosted prices of copper, etc.
✅ Interest rate cuts ⤵ Expectations US 2-year bonds 4.72% /10-year bonds 4.34%
✅ 6/27 Presidential Election TV Debate (Senior Citizens Meeting). Slovak prime minister shooting (cool). FED Kashkari “a little longer”
✅ I'm relieved by the ECB US CPI softening. Drastic interest rate cuts too
✅ Buffett: portfolio
🍎 APPLE 40.8%
🏦 BANK OF AMERICA 11.8%
...
note.com/matt2c...
$GameStop(GME.US$ Short cover market due to a fall. How far will Raditmin buy down from here? The strength of unity is tested. You didn't go to NVIDIA NVDA or SPY, did you??
Japanese market, $Inpex(1605.JP$ $ENEOS Holdings(5020.JP$ Other defense, beverages, regional banks, automobiles, semiconductors
$USDJPY 154.82 ⤵
The material cost for a 5 yen coin was 4.66 yen, and the depreciation of the yen boosted prices of copper, etc.
✅ Interest rate cuts ⤵ Expectations US 2-year bonds 4.72% /10-year bonds 4.34%
✅ 6/27 Presidential Election TV Debate (Senior Citizens Meeting). Slovak prime minister shooting (cool). FED Kashkari “a little longer”
✅ I'm relieved by the ECB US CPI softening. Drastic interest rate cuts too
✅ Buffett: portfolio
🍎 APPLE 40.8%
🏦 BANK OF AMERICA 11.8%
...
Translated
+4
4
#PPI forecast higher US 10-year bond yield 🆙 is also a relief due to a drop in the previous revised price.
$Invesco QQQ Trust(QQQ.US$ $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$ Therefore, yields also fell after closing ⤵
#CPI is up and #VTI #VOO also fell -1.0% in the zero-day option after 2:00 a.m. prudence
The cause is the never-ending elimination of US inflation and high rents!
✅ $Alphabet-A(GOOGL.US$ #Google DEVELOPER MEETING #OPENAI $MSFT A battle you can't lose. Is $AAPL a win? Or maybe $GOOG TPU with momentum. Good luck Tesla! Hey, that's a little bit
✅ $HD settlement ⤵ $WMT town NY Federal Reserve Bank: household debt 2769 trillion yen +1.1% due to direct inflation 🆙 credit balance 🆙
✅ #ENEOS #IMPEX energy ROE/reduction/ #自社株買い #三菱UFJ
✅ $TSL...
$Invesco QQQ Trust(QQQ.US$ $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$ Therefore, yields also fell after closing ⤵
#CPI is up and #VTI #VOO also fell -1.0% in the zero-day option after 2:00 a.m. prudence
The cause is the never-ending elimination of US inflation and high rents!
✅ $Alphabet-A(GOOGL.US$ #Google DEVELOPER MEETING #OPENAI $MSFT A battle you can't lose. Is $AAPL a win? Or maybe $GOOG TPU with momentum. Good luck Tesla! Hey, that's a little bit
✅ $HD settlement ⤵ $WMT town NY Federal Reserve Bank: household debt 2769 trillion yen +1.1% due to direct inflation 🆙 credit balance 🆙
✅ #ENEOS #IMPEX energy ROE/reduction/ #自社株買い #三菱UFJ
✅ $TSL...
Translated
Matt Odessey
reacted to
✅ NY Consumer Inflation Expectations, Tuition and Gasoline 3.3% 🆙
Matt Investor/Official MC | Note
Twitter.com/mat...
✅ G7 Yellen points out exchange intervention ⇒ $USDJPY 156 yen 🆙 #TOPIX already behind the scenes and approved last month CPI 🆙 nail to the Kanda gun at the timing
✅ #CPI #PPI 0.186% from future average price item removed from coffee $SBUX -6% customer ⤵️
✅ US stock #楽天VTI #eMaxisSlim $VOO trading volume is scarce. Waiting for an event. $ARM AI products 10 trillion yen scale 2025
✅ #OPENAI GPT-40 high speed version, compatible with 50 countries $AAPL is an agreement of use.
✅ Jefferson hawk statement.
✅ Impression: Risk-off market. #PPI #CPIだね。 It can also move +/ -10% by branching the $NVDA option. $F $INCY $F $UAL $AAL $WBA $AAPL $NVDA $PFE $VRTX $NKE $TSLA $ABNB $UPS $PYPL $ON $INTC $HPE $EQIX $EL
Matt Investor/Official MC | Note
Twitter.com/mat...
✅ G7 Yellen points out exchange intervention ⇒ $USDJPY 156 yen 🆙 #TOPIX already behind the scenes and approved last month CPI 🆙 nail to the Kanda gun at the timing
✅ #CPI #PPI 0.186% from future average price item removed from coffee $SBUX -6% customer ⤵️
✅ US stock #楽天VTI #eMaxisSlim $VOO trading volume is scarce. Waiting for an event. $ARM AI products 10 trillion yen scale 2025
✅ #OPENAI GPT-40 high speed version, compatible with 50 countries $AAPL is an agreement of use.
✅ Jefferson hawk statement.
✅ Impression: Risk-off market. #PPI #CPIだね。 It can also move +/ -10% by branching the $NVDA option. $F $INCY $F $UAL $AAL $WBA $AAPL $NVDA $PFE $VRTX $NKE $TSLA $ABNB $UPS $PYPL $ON $INTC $HPE $EQIX $EL
Translated
+4
4
Matt Odessey
reacted to
15th (Wednesday) US CPI +0.3% #bloomberg, latest data forecast is +0.3 episode and a half.
☑ #為替ドットコム “FX etc. Victims 16,785” The amount of damage is increasing. Be careful of LINE guidance etc.
☑ $SPY 90% settlement cleared. What's left is $BABA $WMT $NU $HD $AMAT $SONY, $NVDA, etc.
☑ TOPIX 13th: = #ソニー、ニトリ、 #ENEOS、りそな、三井住友トラスト・ホールディング。 14th: Rakuten Group. 15th: Recruit, #三菱UFJ, #三井住友、 #みずほ、 #第一生命、 #日本郵政、 #ゆうちょ銀行、かんぽ
Impression: It's been a hectic week with CPI, sentiment indices, and FED member statements. In particular, did the $ARM stock price reaction from semiconductor $AMAT (#ソフトバンク as a bonus) and $NVIDA call options of 900 USD and 880 USD and reach 920? Or maybe it was a disappointing sale and positions were piled up for both 840 USD and Putt/Call ☺
#earningswhispers
☑ #為替ドットコム “FX etc. Victims 16,785” The amount of damage is increasing. Be careful of LINE guidance etc.
☑ $SPY 90% settlement cleared. What's left is $BABA $WMT $NU $HD $AMAT $SONY, $NVDA, etc.
☑ TOPIX 13th: = #ソニー、ニトリ、 #ENEOS、りそな、三井住友トラスト・ホールディング。 14th: Rakuten Group. 15th: Recruit, #三菱UFJ, #三井住友、 #みずほ、 #第一生命、 #日本郵政、 #ゆうちょ銀行、かんぽ
Impression: It's been a hectic week with CPI, sentiment indices, and FED member statements. In particular, did the $ARM stock price reaction from semiconductor $AMAT (#ソフトバンク as a bonus) and $NVIDA call options of 900 USD and 880 USD and reach 920? Or maybe it was a disappointing sale and positions were piled up for both 840 USD and Putt/Call ☺
#earningswhispers
Translated
+1
4
Matt Odessey
reacted to
The SQ & Michigan Index financial results #東京エレクトロン #三菱地所 VI are also fluctuating due to individual materials due to lower VIX.
Matt Investor/Official MC | Note
🇺🇸 An easy-to-understand response of falling interest rates → stock appreciation due to a decline in the number of new unemployment insurance claims, expectations for FED interest rate cuts, and strong 30-year bond bidding.
The commercial real estate crisis is over... huh? Powell takes off on a pigeon
Is the reason why NY and Illinois bus drivers are seasonal due to school holidays
✅ $ARM failed to meet expectations that were too high for next fiscal year guidance -6% (-10% immediately after settlement)
✅ Meanwhile #川崎重工 #三菱重工 #omron #ディスコ #IHI #MSAD #東京海上 #オリックス 🆙
✅ Bank of Japan GPIF ETF sale suggestion begins discussion on yen depreciation
Impression: The stock price is a small indicator. It's a rise-off market, aren't both Japan and the US strong at non-bang #C #GS #MS #三菱UFJ
$MS $HD $BX $EQIX $CEG $VST $BKNG $SBUX $DASH $BKR $ADSK $LULU $COST $GEHC $AMGN $MST $BIIB $EXC $...
Matt Investor/Official MC | Note
🇺🇸 An easy-to-understand response of falling interest rates → stock appreciation due to a decline in the number of new unemployment insurance claims, expectations for FED interest rate cuts, and strong 30-year bond bidding.
The commercial real estate crisis is over... huh? Powell takes off on a pigeon
Is the reason why NY and Illinois bus drivers are seasonal due to school holidays
✅ $ARM failed to meet expectations that were too high for next fiscal year guidance -6% (-10% immediately after settlement)
✅ Meanwhile #川崎重工 #三菱重工 #omron #ディスコ #IHI #MSAD #東京海上 #オリックス 🆙
✅ Bank of Japan GPIF ETF sale suggestion begins discussion on yen depreciation
Impression: The stock price is a small indicator. It's a rise-off market, aren't both Japan and the US strong at non-bang #C #GS #MS #三菱UFJ
$MS $HD $BX $EQIX $CEG $VST $BKNG $SBUX $DASH $BKR $ADSK $LULU $COST $GEHC $AMGN $MST $BIIB $EXC $...
Translated
+2
5