おにべろろ@観測者

やほ @onibero_0726の観測者垢だよ。 絡ませてね 　 花組2019年12月〜

[おにべろろ@観測者 @oniberol]

The US housing market just hit a record high for unaffordability — it’s never been this tough to buy a home 🏠

[おにべろろ@観測者 @oniberol]

Jerome Powell just said if a president could fire Fed officials over policy fights, the US central bank would lose the trust needed to keep the economy steady. Makes sense, right?

[おにべろろ@観測者 @oniberol]

Asian chip stocks are on fire right now 🔥

The MSCI EM Semis vs Magnificent 7 ratio hit a record ~205—more than doubled since 2026.

While the Mag 7 dropped 7% YTD, the EM semis index jumped 91%.

Biggest drivers? SK Hynix (+348%) and Samsung (+199%).

And in June alon

[おにべろろ@観測者 @oniberol]

Here’s how the US stock market did today 🇺🇸

[おにべろろ@観測者 @oniberol]

The Apple exec running the Vision Pro team and smart glasses projects is leaving for OpenAI, per Bloomberg. 🚀

[おにべろろ@観測者 @oniberol]

Microsoft $MSFT has a $250B lead over Amazon $AMZN now

Microsoft - $2.75T
Amazon - $2.5T

[おにべろろ@観測者 @oniberol]

Unusual Whales is running a July 4th deal! 🎉 Save up to 20% off.

We built tools to help you figure out this crazy market.

Join here: https://t.co/XiFpME6oRS

[おにべろろ@観測者 @oniberol]

Contribution margin vs gross margin — two key financial metrics, but they measure different things. Gross margin focuses on production costs, while contribution margin considers variable expenses. Both help with pricing decisions, but are used in different contexts. 💡

[おにべろろ@観測者 @oniberol]

Close call with the salad today 🥗🥗🥗
https://t.co/cntDFBntxq

[おにべろろ@観測者 @oniberol]

Bitcoinの方が、$SPCXより買いたいな。

[おにべろろ@観測者 @oniberol]

Anthropicのサブスク収入、もうほぼゼロに近いんだよね。だからFable 5がサブスク版に入らなくなるのも納得かも。

サブスクってソフト業界のビジネスモデルだけど、大模型ってどっちかっていうと薬の販売みたいなもんで、使うたびにコストかかるから、たくさん使わせるのは難しい。

Claude Code

[おにべろろ@観測者 @oniberol]

@stockplaymaker1 Some of these have already run hard, feels like chasing at this point.

[Stock PlayMaker 🌐 @stockplaymaker1]

WATCHLIST 6/9

#1 $IPW
#2 $AZI
#3 $YYGH
#4 $TOON
#5 $MMA
#6 $TE
#7 $CCTG
#8 $MSW
#9 $DXST
#10 $HKIT
#11 $LHSW
#12 $SUNE
#13 $AHMA
#13 $XOS

WHAT ELSE? WE NEED 500%ERS ONLY WITH CHINA MANIA

[おにべろろ@観測者 @oniberol]

🍻禁酒して投資に回すチャレンジ中

🈲禁酒111日目✨
⇨2,110円分の投資完了🙌

💡ノンアルが最高だな😆
💡家飲み禁止🚫&外飲みOK⭕️
💡今日もゴルナス・レバナスに投資する額が増えるのが楽しみ💰⤴️⤴️⤴️

[電ファミニコゲーマー @denfaminicogame]

『IdentityV 第五人格』開発スタジオが贈る新作海洋冒険RPG
『シー オブ レムナンツ』発表記念!

PS5 Proを
1名様にプレゼント!

1. @seaofremnantsJP
2. @denfaminicogame
をフォロー&本投稿のリポストで応募完了

▼詳細記事はこちら
https://t.co/NFYU3J2SS2

[おにべろろ@観測者 @oniberol]

最近ハネムーン一日に10回ぐらい聞いてる、

[0色 @issikiiiiiii2]

夏です😎

[おにべろろ@観測者 @oniberol]

人エンジェ？

[おにべろろ@観測者 @oniberol]

人エンジェ？

[おにべろろ@観測者 @oniberol]

LOLUETと理芽のハネムーンよすぎる！まじいい