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miracle mantarou Private ID: 182322879
面白おかしく笑顔で、人との繋がりを大切にしながら、穏やか且つ豊かな人生を過ごすための資産運用を続けている素人です。
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    miracle mantarou commented on
    Environmentally friendly EVs.
    Maybe.
    But the car is heavy.
    The stress on tires is unusual.
    Dust is being scattered from the tires. →Is it environmentally friendly?
    Furthermore, the number of parts in EVs is small.
    Equally, the performance of companies contributing with parts has declined.
    What is the infrastructure called a charging station?
    What's better?
    What makes workers happy?
    If there are pluses, there are also minuses.
    If that were to be said, it would probably end there,
    It makes me think.
    I'm sorry 🙏
    I don't want to get involved 🍀, but I want to hear your opinion too ☺️
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    2
    miracle mantarou commented on
    It was 2 days ago.
    Unlike the previous financial results, there was no decline in stock prices from a few days before the financial results, and it seems to be rising.
    It may be associated with the assumption and prediction that the judgment and settlement results that there are no effects of the US-China semiconductor war from around the last time will be satisfactory.
    I think it's probably excellent financial results and future prospects.
    So I wonder if it's an increase without profit margin sales? I think so.
    Is today a drastic drop due to profit and wait-and-see?
    Will NVIDIA soon become GAFAM's domain instead of a surprise settlement brand? I think so.
    It seems natural that it stretches...
    I also feel like little by little their influence is diminishing.
    Therefore, I personally predict that related stocks, including N, will not heat up.
    When it comes to US stocks...
    Conversely, the Japanese stock market may move more drastically depending on the stock.
    Foreign investor trends.
    exchange rate.
    interest rate.
    You can't let your guard down.
    I'm more interested in Apple's June information than these financial results.
    More than the recent Microsoft information...
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    4
    It was a short purchase and sale, but I was addicted to it.
    The content is good, so it might be a good idea to use it as a follow-up stock.
    $Yamaichi Electronics(6941.JP)$
    Translated
    Yamaichi Denki
    After closing the US stock market on 5/22 (morning of the 23rd Japan time), NVIDIAFirst quarter of fiscal year 2025We are planning to announce financial results.
    Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
    [Rewards]
    ● 5,000 points distributed evenly
    May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
    [Exclusive 500 yen Amazon gift card]
    Would you like to take part in more challenging contests?
    May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
    Translated
    [Bonus available] Get benefits by predicting the closing price after Nvidia's Q1 financial results are announced!
    53
    Once we get this far, the yen is weak...
    Translated
    Metals (gold, silver, copper) are also a hot topic on this SNS.
    Each one seems to be rising in price.
    For example, the raw material cost for the 5 yen currency (copper is the main one) seems to be around 4.75 yen. Is the value of a 5 yen coin too high?
    There are also costs such as counterfeiting measures when it comes to coin currency,
    I think metals are essential substances in industry as well.
    If the economy is made up of a balance between supply and demand, it is also a factor that makes you think.
    Can't supply keep up with demand?
    like buying up more than necessary?
    It's worth paying attention to.
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    miracle mantarou commented on
    Those who made money don't say anything, those who lost post, it's their own responsibility beyond investing, and if you complain about loss, I think it's better not to do it
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    1
    The population of Japan is around 130 million.
    Welfare expenses such as pensions and medical care continue to increase due to aging.
    What is the population that pays taxes in the active generation?
    The population is said to be in the middle of 80 million in a few decades.
    Can you hold up to that stage?
    It's not just about the balance between tax revenue and welfare expenses, but also costs due to aging infrastructure...
    Politicians should think more carefully when making statements and pledges.
    Why aren't the brakes being applied to the declining birthrate and aging population?
    In particular, central politicians probably misunderstood that Japan is still a major power.
    Food is not self-sufficient.
    There are no resources.
    There are not enough personnel for logistics.
    Politicians should think more about formulating and implementing policies.
    As an assumption, Japan is not a major power, and it is not a country with international influence.
    As of now, imagine a nation of 80 million people, a stage where the financial situation is likely to go bankrupt, and if we don't start, it will be too late.
    The political world, the financial world, and citizens should think and move more, revise and move, and draw a better path in order to move forward.
    I still want to mutter, but since it's a soliloquy away from investing, I'm going to stop it.
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    1
    It seems that Bob Michael of JPMorgan, who is visiting Japan, made it clear that the US will cut interest rates in September and December.
    for now? Expectations are likely to be high for individual stocks until September, so the sector, stock selection, forecasting, IN & OUT, etc. are likely to be busy.
    Before that, this month's monster? The NVIDIA financial results, which is a brand, are also noteworthy.
    Even so, Sumitomo Mitsui Financial... strong.
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