Participants in the asset market are now looking at and investing in what they want to see as much as they know. With reports that the semiconductor big cycle could last until 2028 due to the revolution of AI, and demand for NAND flash, which seemed to stop production, has increased and prices have nearly…

Nomura Securities) Hynix’s target stock price is raised to 540,000 won and Samsung Electronics to 123,000 won: Unexpected memory supercycle There was market concern that competition among DRAM companies in the HBM market would intensify. This is because Samsung is likely to return to Nvidia’s HBM market in 2026. On the other hand, demand for…

10/02 U.S. stock markets shift higher, reflecting rate cut expectations despite worsening employment data The U.S. stock market got off to a downward start as the anxiety caused by the government shutdown and the end-of-quarter effects were resolved. However, the Fed’s interest rate cut came in amid the anxiety over employment indicators, and the rebound…

There are hundreds of ways to make money. There are people who make money in each of them. There is not just one correct answer. But I copied him and he said, “You don’t make money? You don’t know? You’re confused? Then just throw it away. It’s highly likely that it’s not my choice. If…

Government shutdowns not covered by the media The average duration of the shutdown is only about eight days. The S&P 500 closed higher in 86% of cases a year after the shutdown. The S&P 500 posted an average increase of +13% a year after the end of the shutdown. During the 35-day shutdown in 2018,…