Yesterday, the U.S. market saw the Nasdaq rise 1.7 percent due to job

Yesterday, the U.S. market saw the Nasdaq rise 1.7 percent due to job data that gave companies good performance and confidence, while the Dow, which has many chimney and utility stocks, only rose 0.02 percent. It is a sea change. When I started studying the economy and investing, U.S. stocks had to look at the Dow Industrial Average, which represents U.S. industries, but now that time has changed and Nasdaq is the leading indicator of U.S. industries…

Yesterday’s market moves are based on numbers. The Philadelphia Semiconductor Index rose 5.51 percent, the S&P 500 technology index .SPLRCT rose 2.7 percent, but the utility sector index .SPLRCU fell 0.9 percent. That number explains well why the Nasdaq is up 1.7 percent and the Dow is up just 0.02 percent.

First of all, the news that Intel is providing chips to Apple rose 13% on the news that our interest is semiconductors. As the AI industry fully entered the Agent era, demand for CPUs began to surge. Nvidia led the trend with GPUs, but now the junk is falling down to Intel and AMD, plus memory chip companies are benefiting as an appendix. Yesterday, Micron rose 15% and San Disk rose more than 16%, as expectations rose after AI-specific SSDs shipped. Our semiconductor on Monday is also expected to see a rise of that much or more, as nightly futures closed earlier this morning rose more than 5%.

It is important to note that 83% of the S&P 500 companies that the U.S. has reported first-quarter earnings so far have 440 companies performing at the top of expectations. Since we are a semiconductor republic, only AI and semiconductor-related companies are visible, but we also need to consider the fact that U.S. companies perform evenly. Obviously, it is undeniable that AI is opening new decades. We have been living with pride as an advanced country, but I think it is the best chance to get out of the trap that felt uncomfortable. It is something Trump should help and the opposition should cooperate with.

Yesterday’s real highlight is miscellaneous data. The number of new jobs increased by 115,000, more than expected (55,000), and the unemployment rate remained unchanged at 4.3%. The important point is that if oil prices are caught due to signs that the job market is strong despite the Iranian crisis, the anxiety over future interest rate hikes will be somewhat eased, although we have been worried about inflation and the downturn in the job market.

Of course, there are a lot of voices of caution. Semiconductor and AI bubbles, prolonged war between Iran and the United States, inflation, ripple effect, etc. … Stocks should also be considered fashionable. At one time, when Tanghulu and Taiwanese castera were in vogue, the focus on them was enormous even if no one asked them to. Of course, it is different from the semiconductor boom, but stock investors can only make money when a bubble comes out, so the first thing to do is not worry about when the semiconductor boom will end, and think about how much pie I can eat in this bubble market. You’ll have to keep up with the trend for a while.

Among the punishments in Greek mythology, the punishment of Tantalus would be like this. It is also the etymology of the English word tantalize. The son of Zeus and favored by the gods fell to the abyss because he killed his son Pelops, who cut off his flesh, cooked and served him to the gods, with the intention of stealing Ambrosia and Nectar, the foods of the gods that give him immortality and eternal youth, and testing whether he is a god. When the gods learned this, they were very angry, and for this sin, Tantalos was punished for suffering forever in Tartaros. He is standing in clear water up to his neck, and when he brings his mouth to drink water, the water escapes in an instant and disappears. And a branch with an open fruit hanging over his head, but when he reaches for the fruit, the wind blows and pushes it out of his reach.

I’m sure there are lots of people around me who have food and drink, but can’t eat or drink. What I need most right now in this chapter may be courage, faith, and loyalty to the prospects of the semiconductor industry. It’s a sunny Saturday morning. “Loyalty”… Have a nice weekend for all of us.