Account No.101👾

@DENA_note

日系IB出身の投資家 / 日本株🇯🇵米国株🇺🇸の今をまとめて毎日発信 / 保存できるビジュアル資料が特徴 / マーケット概況 / 決算カレンダー / 5秒で理解⏰

日本

Joined December 2022

31 Following

22 Followers

53 Posts

Account No.101👾 @DENA_note

3 months ago

🚨S&P500（$SPY）は、12か月ぶりに20週移動平均線を下回って取引を終えた。前回このラインを割ったとき、その後市場は約18%下落した📉📉 さらに2018年までさかのぼって見ると、 20週移動平均線を下回る動きは、その後のさらなる弱さの前兆となることが多かった👻👀

Barchart

@Barchart

3 months ago

S&P 500 $SPY closed below its 20-week moving average for the first time in 12 months 🚨 The last time led to an 18% dump in the market 📉📉 Going back to 2018, falling below the 20-week has often been a precursor of more weakness to come 👻👀

Barchart's tweet photo. S&P 500 $SPY closed below its 20-week moving average for the first time in 12 months 🚨 The last time led to an 18% dump in the market 📉📉 Going back to 2018, falling below the 20-week has often been a precursor of more weakness to come 👻👀 https://t.co/sPqKnOhAFt

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Account No.101👾 @DENA_note

3 months ago

💎米国債の最大の保有国は日本日本は、長年にわたり米国債の大きな買い手になっています。つまり、米国債市場は日本の資金にかなり支えられている構造で、日本が米国債を売却し始めたら誰が買うの？状態らしいです。。。

Account No.101👾 @DENA_note

3 months ago

🔥GPT-5.4でChatGPTが大幅アップデート GPT-5.4は賢くなったではなく、��事の進め方ごと改善されたというclaudeのような感動特にコンテキスト記憶能力が改善したことで調べる、まとめる、作るを一気通貫でやりやすくなった👍 実務の完走力がかなり上がった印象 #GPT54

Sam Altman

@sama

3 months ago

GPT-5.4 is great at coding, knowledge work, computer use, etc, and it's nice to see how much people are enjoying it. But it's also my favorite model to talk to! We have missed the mark on model personality for awhile, so it feels extra good to be moving in the right direction.

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DENA_note retweeted

Sam Altman

@sama

3 months ago

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Who to follow

Crypto Trading since 2021 My heart tells me red, my brain tells me blue

Account No.101👾 @DENA_note

3 months ago

🗯️AI相場、次はメモリ不足が焦点 AIブームで注目されがちなのはGPU📈 ただ、実際には高性能メモリの重要性も大きくて、NVIDIAの次世代RubinはHBM4需要を押し上げる材料と見られており、メモリ供給のひっ迫が続く。 AI相場を見るなら、メモリ関連を見ておきたい。🧐

DENA_note's tweet photo. 🗯️AI相場、次はメモリ不足が焦点

AIブームで注目されがちなのはGPU📈
ただ、実際には高性能メモリの重要性も大きくて、NVIDIAの次世代RubinはHBM4需要を押し上げる材料と見られており、メモリ供給のひっ迫が続く。

AI相場を見るなら、メモリ関連を見ておきたい。🧐 https://t.co/BS0E9fp4IZ

The Kobeissi Letter

@KobeissiLetter

3 months ago

Nvidia's AI chips are consuming memory at an unprecedented pace: Nvidia's, $NVDA, most recent Rubin chip now requires 288GB of RAM. This is +800% more than the memory of a high-end PC, and +2,300% more than a high-end smartphone. By comparison, the H100, launched 4 years ago, needed 80GB of RAM, or 72% less. In other words, each new generation of Nvidia AI chips requires significantly more memory than the last, putting enormous strain on global supply. Furthermore, AI giants like Alphabet, $GOOGL, and OpenAI are locking up large portions of the global memory chip supply by purchasing millions of Nvidia AI chips. As a result, average spot prices for 16GB DDR4 RAM are up +2,352% YoY to a record $76.90, while 8GB DDR4 prices are up +1,873% YoY, to an all-time high of $28.90. The global memory chip shortage is out of control.

KobeissiLetter's tweet photo. Nvidia's AI chips are consuming memory at an unprecedented pace:

Nvidia's, $NVDA, most recent Rubin chip now requires 288GB of RAM.

This is +800% more than the memory of a high-end PC, and +2,300% more than a high-end smartphone.

By comparison, the H100, launched 4 years ago, needed 80GB of RAM, or 72% less.

In other words, each new generation of Nvidia AI chips requires significantly more memory than the last, putting enormous strain on global supply.

Furthermore, AI giants like Alphabet, $GOOGL, and OpenAI are locking up large portions of the global memory chip supply by purchasing millions of Nvidia AI chips.

As a result, average spot prices for 16GB DDR4 RAM are up +2,352% YoY to a record $76.90, while 8GB DDR4 prices are up +1,873% YoY, to an all-time high of $28.90.

The global memory chip shortage is out of control.

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Account No.101👾 @DENA_note

3 months ago

速報: 株式マーケットが月曜にクラッシュ!! 日本の金利上昇は、日本だけの話ではない。日銀が少しずつ政策を変えると、日本のお金の流れも変わる。その変化は、円相場だけでなく、米国債や株式市場にも影響する可能性がある。今は「日本の動きが世界にどう広がるか」に注目したい局面。

ᴛʀᴀᴄᴇʀ

@DeFiTracer

3 months ago

🚨 STOCK MARKET WILL CRASH ON MONDAY!! The global market is in huge trouble right now: - The US-Iran war is escalating - The Bank Of Japan is preparing to dump $600B+ of US Treasuries - The oil price is skyrocketing every day - The world is on the verge of WW3 right now - Poland is preparing for an attack from Belarus This is when things start to break. The probability of what's happening is close to ZERO. That's NOT a NORMAL market. What comes next is much WORSE than people expect. So if you hold ANY assets, you MUST read this post right now. Here's what's happening and what to do now: Let's start from the beginning. FIRST PART The US will massively strike Iran today. Trump already announced it right after Iran's president's speech. This is when things may escalate, as Iran is NOT looking for a ceasefire. On top of that, the White House confirmed that this operation will last for at least 4-5 weeks. During all this time, the Strait of Hormuz will be closed. Oil prices across the whole world will keep rising every day. IT PUMPED 45% IN JUST ONE WEEK. And prices of all risk-off assets will keep rising, while the stock market will dump. SECOND PART Japan is forced to abandon decades of Yield Curve Control to save the yen. Their stock market and yen are crashing right now, and to defend them they must create real buyers for JGBs. The problem is HUGE right now. Why? Because the BOJ cannot create real buyers anymore. So the only solution for Japan now is to take their money from the US market and put it back into its own market. Now look at the size of Japanese money sitting in the US: - The US Treasury market is ~$30 TRILLION - Japan’s government bonds and borrowings are about ¥1,342.2T ($8.6 TRILLION) Japan is the LARGEST foreign holder of US government debt. They plan to sell $600B in US assets next week, and if this happens the system will collapse. THIRD PART We are in the biggest UNCERTAINTY ever right now. Many countries are preparing for WW3, and if this happens, assets will crash fast: - Bonds will dump - Stocks will dump after - Risk assets will crash FIRST What should you do now? I DON'T tell you, "sell everything now". No. But you should be prepared with an exact plan to protect your capital when things get worse. Comment "Guide" under this post, and I will send you my strategy in DM. I have been in the market for over 10 years and know what to do. I’ll post the warning BEFORE it hits the headlines. Follow me and keep NOTIS ON so you don't miss my next move. Many people regret not following me earlier...

DeFiTracer's tweet photo. 🚨 STOCK MARKET WILL CRASH ON MONDAY!!

The global market is in huge trouble right now:

- The US-Iran war is escalating
- The Bank Of Japan is preparing to dump $600B+ of US Treasuries
- The oil price is skyrocketing every day
- The world is on the verge of WW3 right now
- Poland is preparing for an attack from Belarus

This is when things start to break.

The probability of what's happening is close to ZERO.

That's NOT a NORMAL market.

What comes next is much WORSE than people expect.

So if you hold ANY assets, you MUST read this post right now.

Here's what's happening and what to do now:

Let's start from the beginning.

FIRST PART

The US will massively strike Iran today. Trump already announced it right after Iran's president's speech.

This is when things may escalate, as Iran is NOT looking for a ceasefire.

On top of that, the White House confirmed that this operation will last for at least 4-5 weeks.

During all this time, the Strait of Hormuz will be closed.

Oil prices across the whole world will keep rising every day.

IT PUMPED 45% IN JUST ONE WEEK.

And prices of all risk-off assets will keep rising, while the stock market will dump.

SECOND PART

Japan is forced to abandon decades of Yield Curve Control to save the yen.

Their stock market and yen are crashing right now, and to defend them they must create real buyers for JGBs.

The problem is HUGE right now.

Why?

Because the BOJ cannot create real buyers anymore.

So the only solution for Japan now is to take their money from the US market and put it back into its own market.

Now look at the size of Japanese money sitting in the US:

- The US Treasury market is ~$30 TRILLION
- Japan’s government bonds and borrowings are about ¥1,342.2T ($8.6 TRILLION)

Japan is the LARGEST foreign holder of US government debt.

They plan to sell $600B in US assets next week, and if this happens the system will collapse.

THIRD PART

We are in the biggest UNCERTAINTY ever right now.

Many countries are preparing for WW3, and if this happens, assets will crash fast:

- Bonds will dump
- Stocks will dump after
- Risk assets will crash FIRST

What should you do now?

I DON'T tell you, "sell everything now". No.

But you should be prepared with an exact plan to protect your capital when things get worse.

Comment "Guide" under this post, and I will send you my strategy in DM.

I have been in the market for over 10 years and know what to do.

I’ll post the warning BEFORE it hits the headlines.

Follow me and keep NOTIS ON so you don't miss my next move.

Many people regret not following me earlier...

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Account No.101👾 @DENA_note

3 months ago

“Earnings cycleが強い企業”を並べると、共通点が見えやすい。 $PLTR $META $GOOGL → AI・デー��・広告基盤 $TSM $AAOI $LITE → 半導体・通信インフラ $AXON $SOFI $FSLY → 高成長期待結局、決算で買われやすいのは数字だけでなく、次の成長ストーリーを語れる企業。

Shay Boloor

@StockSavvyShay

3 months ago

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Account No.101👾 @DENA_note

3 months ago

🚨世界最大の運用会社ブラックロックが引出し制限 👉🏻ただ中身を見るとプライベートアセットの引き出し。プライベートアセットは収益性が高い一方で流動性が低いのがデメリット。

Global Dissident

@GlobalDiss

3 months ago

🚨 SOMETHING BIG JUST HAPPENED BlackRock, the world’s largest asset manager, just BLOCKED withdrawals. Investors tried to pull $1.2 BILLION from its $26B private credit fund. BlackRock said NO and capped withdrawals at 5%. Nearly HALF the investors who wanted out were denied their money. At the same time, Blackstone faced record withdrawals and had to inject $400M of its own cash. When the BIGGEST funds on Earth start limiting withdrawals, it is a MAJOR WARNING sign for the entire $1.8 TRILLION private credit market.

GlobalDiss's tweet photo. 🚨 SOMETHING BIG JUST HAPPENED

BlackRock, the world’s largest asset manager, just BLOCKED withdrawals.

Investors tried to pull $1.2 BILLION from its $26B private credit fund.
BlackRock said NO and capped withdrawals at 5%.

Nearly HALF the investors who wanted out were denied their money.

At the same time, Blackstone faced record withdrawals and had to inject $400M of its own cash.

When the BIGGEST funds on Earth start limiting withdrawals, it is a MAJOR WARNING sign for the entire $1.8 TRILLION private credit market.

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Account No.101👾 @DENA_note

3 months ago

@YahooNewsTopics チャンス？！冷静に考えると、イラン情勢の地政学リスクに巻き込まれにくい日本はこの後の資金の待避先になるので落ち着いて対処しましょう！

Account No.101👾 @DENA_note

3 months ago

「その信用買い残は、前の週に２００６年５月以来、１９年９カ��ぶりの高水準となっており」そりゃ楽観的すぎたよ。。アングル：日本株、下げ加速の裏に需給要因　信用買い残なお高水準 | ロイター https://t.co/8zek5yGcWQ

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Account No.101👾 @DENA_note

3 months ago

@gihuboy 【重要】そもそも論として、地政学リスクがある時にリスクテイクするべきじゃない。 ��式市場は崩れても戻るんだから、雲行き怪しい時はデイトレ以外は一旦放置が正解。

Account No.101👾 @DENA_note

3 months ago

【悲報】直近日本株を買い増しした方もれなく沈没 #日本株　#先物

Investing.com

@Investingcom

3 months ago

⚠️BREAKING: *JAPAN CLOSES DOWN 3.1% IN RISK-OFF TRADING 🇯🇵🇯🇵

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Account No.101👾 @DENA_note

3 months ago

@tesuta001 投資銀行にいた時から暴落何回もあったけど、最近はアルゴのオーバーシュートがひどい。。。crypto並みのボラティリティ。。。笑

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Account No.101👾 @DENA_note

4 months ago

💎2025年の報告された収益： 💰Netflix 452億ドル 💰YouTube 600億ドル以上 🔴 Netflix vs ⚪️ YouTube：正反対の生存戦略 🎬 Netflix：【超高品質・独占】のサブスク型 • モデル：自社で数千億円かけて「極上の1本（イカゲーム等）」を作り、月額課金で回収。 • 強み：圧倒的なブランド力。2025年は「広告付きプラン」が爆発し、収益性がさらに向上。 • 将来：もはや単なる動画配信ではなく、ライブ配信やゲーム事業へ拡大。**「究極の暇つぶし帝国」**を目指しています。 📺 YouTube：【大量・多様】のプラットフォーム型 • モデル：世界中の人が勝手に動画を上げ、広告費をGoogleと分け合う。制作費は「ほぼゼロ」。 • 強み：24時間止まらないコンテンツ供給。ショート動画やYouTube Premium（課金）も絶好調。 • 将来：AIによる自動生成動画や、EC連携（動画から即購入）を強化。**「世界のインフラ（テレビの代わり）」**へ。 💡 結論：どちらが勝つのか？ 2025年の数字が示すのは、**「自分で作るプロ（Netflix）」よりも、「場を提供する仕組み（YouTube）」**の方が、市場を飲み込むスピードが早いということ。 ��自分の労働で稼ぐか（Netflix型）」「人が動く仕組みで稼ぐか（YouTube型）」。これ、個人の副業やビジネス設計でも全く同じことが言えます。

DENA_note's tweet photo. 💎2025年の報告された収益：

💰Netflix 452億ドル

💰YouTube 600億ドル以上

🔴 Netflix vs ⚪️ YouTube：正反対の生存戦略
🎬 Netflix：【超高品質・独占】のサブスク型
• モデル：自社で数千億円かけて「極上の1本（イカゲーム等）」を作り、月額課金で回収。
• 強み：圧倒的なブランド力。2025年は「広告付きプラン」が爆発し、収益性がさらに向上。
• 将来：もはや単なる動画配信ではなく、ライブ配信やゲーム事業へ拡大。**「究極の暇つぶし帝国」**を目指しています。
📺 YouTube：【大量・多様】のプラットフォーム型
• モデル：世界中の人が勝手に動画を上げ、広告費をGoogleと分け合う。制作費は「ほぼゼロ」。
• 強み：24時間止まらないコンテンツ供給。ショート動画やYouTube Premium（課金）も絶好調。
• 将来：AIによる自動生成動画や、EC連携（動画から即購入）を強化。**「世界のインフラ（テレビの代わり）」**へ。
💡 結論：どちらが勝つのか？
2025年の数字が示すのは、**「自分で作るプロ（Netflix）」よりも、「場を提供する仕組み（YouTube）」**の方が、市場を飲み込むスピードが早いということ。
��自分の労働で稼ぐか（Netflix型）」「人が動く仕組みで稼ぐか（YouTube型）」。
これ、個人の副業やビジネス設計でも全く同じことが言えます。

Account No.101👾 @DENA_note

4 months ago

💎alphabet(google)決算発表 🗣️CEOコメント「当社の2025年第4四半期および通期の業績が発表されました。パートナーと従業員の皆さんのおかげで、素晴らしい四半期となりました。初め��年間収益が4,000億ドルを超えました。当社の完全なAIスタックがこの進展を後押ししており、Gemini 3の採用はこれまでのどのモデルよりも速いペースです。 2026年に向けて、非常に強固なポジションにあり、非常にワ��ワクしています。まだまだこれからです！」