👇Click here for Toushiru's article Outlook for US tech stock investment in 2025_PART 1 (Semiconductors and AI Semiconductors, Generative AI and IT) https://media.rakuten-sec.net/article... 🕒Time schedule00:00 Opening01:02 Results of the 2024 US presidential election, House and Senate elections06:18 Trump's policies09:19 Trump wants to repeal the 2022 Inflation Control Act and the CHIPS/Science Act12:13 Trump's policies also have risks14:23 Why did Trump become president of the US18:56 US Consumer Price Index: Year-on-year change19:43 US policy interest rate19:51 US 10-year Treasury yield20:07 US mortgage interest rate (mortgage interest rate)20:13 US: New home sales price20:49 US used home sales price: median20:54 Trump's policies are not just inflationary24:01 Trump's "trump card" 28:48 In summary, Trump's policies are, 30:41 Global semiconductor shipment value (three-month moving average) 31:43 TSMC monthly sales 32:09 Japanese-made semiconductor manufacturing equipment sales (three-month moving average) 33:52 NVIDIA quarterly results 34:05 NVIDIA performance 34:32 Broadcom sales breakdown by segment: full-year basis 35:44 Broadcom performance 36:21 Operating profits of the three major DRAM companies 37:25 Cloud service sales of the three major cloud service companies 37:35 Major US IT capital investment trends: quarterly 37:59 Generative AI-related companies (major) 38:44 Salesforce performance 39:35 Palantir Technologies performance 40:07 Palantir Technologies sales by customer attribute 40:50 Palantir Technologies: cumulative number of customers 41:05 】 • Rakuten Securities X (formerly Twitter) 📝 English: Palantir Technologies: Revenue per customer 📝 A look at each category at a glance! Toushiru video playlist • Yoshio Imanaka's video seminar • The new NISA is a hot topic! NISA beginner's guide • [What will happen to Japanese stocks? Stock selection] • [Smart US stocks, the global economy, and foreign exchange] • [What will the prices of gold and crude oil be? Commodity markets] • [Learn about investing! Content for beginners] • [Cutting through China's politics and economy] • [Don't fail with asset formation and investment trusts! ] • [Shareholder benefits, tax savings, and money techniques] 💬SNS [Toushiru Official X (old Twitter)] / toshirursec [X (Money Activity Support) (old Twitter)] / rakutensec [Rakuten Securities Instagram] / rakutensec [Rakuten Securities Official LINE] https://www.rakuten-sec.co.jp/web/ser... 📱Learn about investing on your smartphone too! Toushiru App Toushiru official app is here/ Get the information you want about money and investments using the official app of the investment information media "Toushiru"! You can also check the latest video posts on the app. 👇More details here: https://r10.to/h6izWx 🔽Download the official app now: [Android version] https://r10.to/hMRoNd [iOS version] https://r10.to/hauZdH 👇Investment fees and risks: https://www.rakuten-sec.co.jp/web/com... Rakuten Securities, Inc. http://www.rakuten-sec.co.jp/ Financial Instruments Business Operator Kanto Regional Financial Bureau (Kinsho) No. 195, Commodity Futures Business Operator Member Associations: Japan Securities Dealers Association, Financial Futures Association of Japan, Commodity Futures Trading Association, Type II Financial Instruments Business Association, Japan Investment Advisers AssociationCopyright (C) Rakuten Securities, Inc. All rights reserved. #USStocks #Semiconductors #Trump #2025 #ElonMusk #GenerativeAI #NVIDIA #Broadcom #Palantir #Tosil