Most coveredMicron Technology 1 →Intel 1 →USD/JPY 1 →
【The Core of Semiconductors】What's behind the surge in memory stocks? Why is it Micron stock rising rather than NVIDIA? Sorting out the relationship between GPUs and HBM from the basics! Is an AI memory super cycle possible from here?
[Intel Earnings] Veteran Semiconductor Maker Intel Posts Super-Strong Earnings and the Stock Soars! Guidance Sharply Revised on Data Center CPU Demand. Will the Terafab Concept With Musk Be Realized? A Thorough Explanation of the Outlook Ahead
[Emin Yurmaz] Is 160 yen to the dollar just a waypoint? The "structure" that keeps the yen weakening even with a BOJ rate hike, and asset-defense techniques
[US Market] Is the end of the Iran war for real? The market swings over the attack on Iran and the end of the war. A too-strong US economy forms rate-hike expectations and the semiconductor market heads into a correction. Did Oracle's earnings make the monetization of AI investment visible?
【Choruko's Investment Classroom】How Does an Investor With 400 Million Yen in Assets View the Japanese Stock Market at the Milestone of SoftBank Becoming No. 1 in Market Cap in Japan? Will the Nikkei Average Rise, Yet Value Not Rise, Continue?
[BlackRock] Bullish on tech in the second half × prepare for interest rates! Future investment outlook, learned from the world's largest asset manager's latest investment strategy
