Overnight, the Nasdaq and S&P 500 fell 3.6% and 2.3%, respectively, their biggest drops since October 2022.

1.
Overnight, the Nasdaq and S&P 500 fell 3.6% and 2.3%, respectively, their biggest drops since October 2022.
Tesla plunged 12%, the biggest drop.
The market knew the company’s performance in the automotive sector would be sluggish, and seeing it skyrocket to ESS/autonomous driving/robot companies and then plummeting like this, I think it just wanted to beat it.

And while Alphabet’s performance and guidance were good,
Spending in the second quarter was higher than guidance, and while spending continues, it plunged into a profitability uncertainty from AI.
And AI-related tech stocks all plunged due to concerns about a decline in AI-oriented CAPEX investment.

VRT, which released yesterday’s loaded earnings surprise, also had good performance and guidance like last quarter, but the sentiment is definitely different from the plunge.

If you were looking at the good side somehow until last quarter, now you’re looking for the bad side.

Right now, the market is just not in a good mood.
As expected, the market is a whimsical person

​2.
In the case of Pilban Jisoo, the second dumping came out this month.
Our rap is also hurting
The tech sector has a big fall when it falls, but it still rises and falls well,
Other sectors can’t even rise in limbo, but when they get off, they fit together, so I have no regrets about the sector rotation.

One-two punch is coming back to the price it bought, and the tech stock it recently bought has also turned to a loss, which is a bit annoying,

The tech sector has received this adjustment once every 1st to 2nd quarter, so I think it’s like a squall like the recent Korean weather.

The pen is almost close to the support line that I see.

I’m wondering if I should respond if I break the support line and don’t recover.

In general, August is said to be in a bad supply and demand, so it is difficult to make a sudden rebound,
I think I’ll start running again in the fall with the shipping I have.

​3.
As the U.S. presidential poll comes close,
Trump-related stocks weakened and Harris-related stocks surged, the director said.

On the other hand, the U.S. chief has not recovered his sentiments since Rumpong’s mention of tariffs on China and Taiwan’s defense costs
As I am, U.S. investors will likely recall their tired days following his remarks during Rumpong’s presidency.

If Mrs. Harris supports the market like Baon at this time, her approval rating could go up quite a bit.

And I suddenly thought of this while watching TV,
Her smile always contrasts with Rumpong’s angry face, and I think there are some people who pull electrons.
(Leaders and most people around the world will pray that Rumpong doesn’t work.)
The rumor of Baon’s perjury was circulating and turned into a rumor, but if that happens, it can be a variable enough.

4.
The state funeral is the era of street consens.

Yesterday, Hanwha Engine announced earnings that exceeded Consen, but it plunged with a strong Cellon.

After announcing the good performance in the first quarter, it was said that the performance in the rest of this year would be similar, but it was actually a little strange that the consensus was not as high as in the first quarter.

I didn’t get a consensus, but I don’t know if it’s a big one,
It soared until the day before the earnings announcement and is turning back.

And while LS Electric is above consensus today, it is plummeting as it is below Street consensus.
I’m actually a little puzzled that the consensin was not that low.
Despite YoY’s reverse growth, the stock price continued to soar, so it seems that Street Consen was continuing to rise.

I think the director’s consensus is becoming a little meaningless.
Just a market where pumping of trumpets is important lol

​5.
Still, HD Hyundai Electric surged last Tuesday thanks to earnings that far exceeded this street consensus.
And funny enough, other performance stocks such as cosmetics/foods also soared.
Today, as LS Electric plunged, it is falling sharply together.

What the hell is the relationship?

The director is getting funnier and more playful.

With the market plunging, the secondary battery held up well.
It’s amazing that the U.S. auto sector is plunging due to sluggish business conditions in the future despite good performance.

It’s amazing that even though the casm period is getting longer~~, it still maintains high multiplexes.

I’m confused with the makeup and state funeral, but I hope you cheer up and get through it!