The stock market seemed to be losing steam, so I realized some profits, but suddenly, large stocks such as Google AmD are showing a big market. The U.S. stock market seems to be still strong and the economy is strong. It seems to have shown that the market can grow more firmly, ignoring the adjustment market to some extent

A day ago, the Nasdaq and Pilbahn showed signs of weakness, so I regret that I lost momentum and felt like I was taking a break. Should I have watched it a little longer and made a full bet

Why Google and AMD are releasing new AI products on the same day, rallying the market again.

It’s an exquisite timing.
When you look at the stock prices of competitors Microsoft and Nvidia, it just feels like they’re pushing up the Nasdaq and Philban indexes.

If we break through the current resistance, it looks like Nasdaq and Philban can go back to all-time highs.

The value is full and, except for a few stocks, most of the fourth-quarter EPS is likely to be similar to the third quarter, so I don’t think there is any momentum for the time being,

We maintained the ports of existing lab customers and saved cash from new customers.

But if you go back to the Nasdaq and Philban, you might be left out,

We’re going to look at the market trends today or next week and start to buy the stocks that we’re going to buy in installments, even if they’re expensive.
(Although I still think that the upside of the existing port is much larger.)

​2.
As bulk fares have plummeted in recent days, shipping companies’ stock prices have also weakened day after day.

Although it plunged, it is still higher than the average fare at this time, and the stock price has been over-sold and has fallen to a level that does not reflect the surge in freight rates over the past month.

There will be a considerable surprise in the fourth quarter, but there is still a lot of time left before the performance announcement and the first quarter is off-season, so it is highly likely to take a break.

If the freight rate holds up at this level, the stock price will rebound.

It’s a good time for those who see it for a long time to collect it.

​3.
Taejo Yi Bang-won was popular in last year’s bureau, and only secondary batteries became the leading sector this year.

When looking at the performance of the secondary battery, the power of narrative and short squeeze was great,

The battery man who concentrated the power of ants is amazing.

It’s rare that a sector that rose well in one year continues to do well in the next year,

I’m thinking about whether I can continue to do well with skincare devices, US-scented cosmetics, and transformers that have risen this year’s performance.

The director’s narrative is likely to prevail next year.

Just as we didn’t expect the theme of secondary batteries, medical AI, robots, and HBM to go earlier this year,

Next year, I think I’ll go with a narrative attached to a theme that I can’t think of now.

Recently, the STO theme is strong, and even though this year is just around the corner, they are already diligently raising who is posting it.

In fact, it doesn’t seem much different from NFTs, so it could sparkle and end,

There is a narrative that there is still a lot of actual profits to be generated and the market size will be huge, so it may be a hot topic next year.