kikorisuruzo

AirDrop始めました(笑)

[kikorisuruzo @kikorisuruzo]

https://t.co/xdS1iAlFPT

[Folks Finance @FolksFinance]

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[kikorisuruzo @kikorisuruzo]

@SoSoValueCrypto

I hope me.

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: NVDA Guides FY26 Growth to ~70% Raising AI Outlook, Hot July PCE Triggers Hawkish Rate Repricing, Hormuz Tensions Ease Interims

💥 Core Catalyst:
In tech & AI, NVIDIA reported record Q2 revenue of $96.22B (+106% YoY) and guided Q3 revenue to $108B, topping buy-side expectations. Full-year FY26 revenue growth is now projected at ~70% (vs. buy-side consensus of 60%), validating the structural durability of AI spending despite memory-cost margin pressures (gross margin at 75%).
In macro, US Q2 GDP was revised up to 1.5%, while July PCE printed slightly higher at 3.7% YoY (core PCE at 3.3% in line). Combined with durable goods orders (+1.1%), the data sparked hawkish Fed repricing, driving up 2Y Treasury yields. Geopolitically, Iran and Oman reached an interim agreement regarding Strait of Hormuz jurisdiction, easing immediate supply panic as Brent crude settled down 0.65% to $86.7/bbl. Crypto held steady with BTC consolidating near $78K, ETH rising to $2,496, and solid ETF net inflows persisting.

🔍 Key Logic Shifts:
1️⃣ NVDA Resets AI Demand Paradigm: The raised ~70% FY26 growth benchmark dispels lingering capex slowdown fears. Market scrutiny officially moves from structural hardware bottlenecks toward per-gigawatt ROI validation.
2️⃣ Sticky Inflation Keeps Rate Pressures Intact: July PCE accelerating to 3.7% under elevated oil costs underscores persistent price pressures. Hawkish repricing pushes short-end yields up, preserving tight financial conditions across risk assets.
3️⃣ Geopolitical Premium Recedes Incrementally: The interim Iran-Oman Hormuz deal caps tail-risk oil spikes for now, shifting macro focus directly back to Fed policy signals and Kevin Warsh's upcoming Jackson Hole remarks.

📊 SoDEX Key Assets Watchlist:
Core: $USTECH-100 · $CL · $XAUT · $BTC
AI Compute & Supply Chain Synergy: $NVDA · $MU · $SNDK · $MRVL · $ORCL · $AMD

[🇯🇵XAUUSD🇯🇵 @JAPANXAUUSD]

Gold分析 現在の市場価格

高値圏でも流れは上☝️焦らず押し目ロングを狙う

良いトレードは“”待てる人“”に来るよ

今日もゴールドシグナル配信ほしい？

#XAUUSD SIGNAL 先出し

[🇯🇵XAUUSD🇯🇵 @JAPANXAUUSD]

XAUUSD私の分析通り

画像にも記載しているサポートゾーン4485付近のPAをみてエントリー

ゴールドロング 100pips RUN‼️

NEXT setupもFREE【SIGNAL ROOM】⬇️

[🇯🇵XAUUSD🇯🇵 @JAPANXAUUSD]

ゴールド分析 現在の市場価格

Trend is still bullish
焦らず、いい価格まで引きつける

今日もGold指値トレードほしい？

#XAUUSD SIGNAL 先出し

[🇯🇵XAUUSD🇯🇵 @JAPANXAUUSD]

ゴールドショート (SELL LIMIT)

4365-4368

SL4373

TP教えてほしい人は反応ください

#XAUUSD SIGNAL 先出し

[kikorisuruzo @kikorisuruzo]

@SoSoValueCrypto

I hope me.

[🇯🇵XAUUSD🇯🇵 @JAPANXAUUSD]

今日もゴールド指値トレードほしい？

Gold分析 現在の市場価格

ここからもう1段あるか
押し目からの再上昇に注目🔥

#XAUUSD SIGNAL 先出し

[🇯🇵XAUUSD🇯🇵 @JAPANXAUUSD]

今日もゴールドシグナル配信ほしい？

Gold分析 現在の市場価格

短期は攻防中
“”4365付近“”を守れるかに注目

#XAUUSD SIGNAL 先出し

[🇯🇵XAUUSD🇯🇵 @JAPANXAUUSD]

ゴールドロング (BUY LIMIT)

4354-4351

SL4345

TP教えてほしい人は反応ください

#XAUUSD SIGNAL 先出し

[🇯🇵XAUUSD🇯🇵 @JAPANXAUUSD]

ゴールドロング 100pips RUN‼️

TP complete‼️

このトレードできる手法知りたい人は反応ください

#XAUUSD SIGNAL 先出し

[kikorisuruzo @kikorisuruzo]

@SoSoValueCrypto

I hope me.

[SoSoValue @SoSoValueCrypto]

Why Is DeepSeek Investing in Unitree?

1）DeepSeek is moving from “models in the digital world” to “intelligence in the physical world.”
Large models excel at language and reasoning, but robots must understand space, control physical actions and respond to unexpected situations in real-world environments. Unitree’s hardware, sensors and operational data give DeepSeek a practical entry point into Physical AI.

2）Unitree is gaining more than capital—it is gaining a “robot brain.”
Unitree already possesses strong capabilities in motion control, mechanical engineering and hardware production at scale. DeepSeek can complement these strengths with model architecture, reasoning capabilities, computing clusters and data-center operations. Together, they aim to upgrade robots from machines that can “walk and run” into systems that can “understand, decide and execute tasks autonomously.”

3）The partnership could create a closed loop of “models—robots—real-world data—model iteration.”
DeepSeek provides the model capabilities, while Unitree supplies the hardware platform and physical-world data, which can then feed back into model training. This hardware-software synergy may carry greater long-term value than selling models or robots alone.
At a deeper level, the deal signals a shift in the focus of China’s AI competition. The race is expanding beyond parameters, benchmark rankings and inference costs toward who can enter real-world scenarios first, secure high-quality physical data and build an embodied-AI ecosystem.

DeepSeek’s strategic investment is therefore a clear bet: AI’s next major battleground may not be chatbots on a screen, but machines capable of acting in the physical world.
Of course, an equity tie-up does not mean the technical challenges have been solved. Real-world generalization, data costs, safety and commercial deployment will ultimately determine whether this partnership becomes an industry turning point—or merely another thematic trade.

Source: https://t.co/s3FWyPiBNw

[kikorisuruzo @kikorisuruzo]

@SoSoValueCrypto

I hope me.

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: US–Iran Eye Hormuz Reopening, Bessent Backs Yen to Calm Yields, US ISM Manufacturing Hits 4-Year High

💥 Core Catalyst:
Geopolitically, Trump confirmed talks with Iran are underway with the Strait of Hormuz potentially reopening Aug 4, anchoring Brent crude near ~$84. In macro, US Treasury Secretary Bessent publicly backed the yen, pledging liquidity support and confirming no UST sell-off is required for FX intervention—stabilizing both JPY and US yields. US July ISM Manufacturing PMI beat expectations to reach its highest level since May 2022, confirming ongoing factory recovery. South Korea's financial authority announced plans for 'emergency action authority' over single-stock leveraged ETFs, enabling temporary leverage cuts from 2x down to 1.5x or 1x during extreme volatility.

🔍 Key Logic Shifts:
1️⃣ Geopolitical & FX Relief Stabilize Macro: Expected Hormuz reopening deflates the crude risk premium, while Bessent's support for the yen prevents Treasuries dumping, cushioning market liquidity and supporting risk assets.
2️⃣ Fed Credibility Deficit Keeps Yields Sticky: Strong US PMI data highlights economic resilience, yet a Fed credibility deficit keeps bond yields elevated. Key catalysts: US–Iran progress, oil prices, and Warsh's upcoming Jackson Hole address in late August.
3️⃣ Cloud Revenue Acceleration Soothes AI Anxieties: Accelerating cloud revenues, clearer ROI guidance, and OpenAI's revenue pickup have established a short-term bottom for tech, though a broader rally awaits a fresh market consensus.
📊 Trade Setup:
Core: $USTECH-100 · $CL · $XAUT · $BTC
MAG7: $NVDA · $AMZN · $GOOGL · $META · $MSFT · $TSLA · $AAPL
AI Hardware: $SNDK · $MU · $AMD · $INTC · $TSM

[kikorisuruzo @kikorisuruzo]

@SoSoValueCrypto

I hope me.

[SoSoValue @SoSoValueCrypto]

MAG7.ssi Component ETF Flow Watch | 0731

BTC ETFs: -$265.37M Net Inflow
ETH ETFs: +$9.03M Net Inflow
SOL ETFs: +$395.39K Net Inflow
XRP ETFs: +$7.69M Net Inflow
HYPE ETFs: -$1.83M Net Inflow

MAG7.ssi:
Multi-Asset in One Token, Capture Crypto Growth with Ease.
Trade MAG7.ssi on SoDEX — powered by an L1 order book:
https://t.co/BYLNRYriFD

#BTC #ETH #SOL #XRP #ETF #HYPE #Crypto #MAG7ssi #SoDEX

[SoSoValue Japan Community 🇯🇵 @SosovalueJP]

🚨 SoSoValue Flash：米・イランは対話へ前進し空爆を一時停止、2011年以来初の日米協調介入、DeepSeek V4-FlashがAI価格競争を加速

💥 主な材料：

地政学面では、トランプ大統領が再びイランへの攻撃計画を一時停止（いわゆる「TACO」）し、米国とイランの協議が早ければ月曜日（日本時間：月曜日）に始まる可能性を示唆しました。これを受け、地政学リスクプレミアムが縮小し、Brent原油は84ドル前後まで下落しました。

マクロ面では、米国と日本が2011年以来初となる協調為替介入を実施し、円買い・ドル売りを実行。円相場は約5カ月ぶりの高値を付け、米国債・日本国債利回りの上昇を抑え、市場流動性の安定につながりました。

AI・半導体分野では、DeepSeekが本番環境向けAPI 「DeepSeek-V4-Flash」 のパブリックベータを公開。プレビューモデルから大幅に性能を向上させながら、価格は競合の約10%という低コストを実現しました。

一方、Kioxiaは第1四半期決算が市場予想を下回り、第2四半期も慎重な見通しを示したものの、10月1日付の1:3株式分割と最大8,000億円（約500億ドル）の自社株買いを発表しました。

🔍 市場ロジックの変化：

1️⃣ 地政学リスクプレミアムが縮小
トランプ大統領による攻撃停止と対話姿勢を受け、原油価格は84ドル付近まで下落しました。協議が順調に進めば原油価格にはさらに下押し圧力がかかる一方、交渉が決裂すれば再び地政学リスクが意識される可能性があります。

2️⃣ 日米協調介入が市場流動性を下支え
異例となる日米共同の円買い介入により、米国債・日本国債利回りの上昇圧力が和らぎ、マクロ環境の流動性改善を通じて長期資産やリスク資産を支える展開となりました。

3️⃣ AIモデルの価格競争が激化
DeepSeek-V4-Flashの低価格投入により、大規模言語モデル（LLM）市場での価格競争はさらに激しくなっています。一方、Kioxiaは短期業績こそ弱含みながらも、大規模な株主還元策が株価の下支え材料となっています。中長期では引き続き、Big Tech各社の設備投資（CapEx）とクラウド事業の収益性が最大の注目点です。

📊 Trade Setup：

Core： $USTECH-100 · $CL · $XAUT · $BTC

MAG7： $NVDA · $AMZN · $GOOGL · $META · $MSFT · $TSLA · $AAPL

AI Hardware： $SNDK · $MU · $AMD · $INTC · $TSM

[🇯🇵XAUUSD🇯🇵 @JAPANXAUUSD]

month’s performance

🏆 July Final Results

229 Wins ✅　29 Losses ❌
Win Rate: 88.8%
Net Profit: +14,199pips

#XAUUSD SIGNAL 先出し

[kikorisuruzo @kikorisuruzo]

@SoSoValueCrypto

I hope me.