저자: 미상 · 외국인
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시장 프리마켓 점검. SoftBank의 엔비디아 지분 전량 매도(58억 달러)로 AI·반도체 섹터가 밀리는 중이라 해석하며 경계를 권함. S&P500 6817 상단 강세 시나리오, 나스닥 25,501, 다우 47,402 언급. 금(381), 은(51), BTC(104,355) 흐름과 일부 종목의 지지·저항 구간을 제시하나 개별 매수 추천은 하지 않음. Oklo, Nebius, Reddit 등 종목별 구간 언급. 정부 셧다운 해제 및 연준 금리인하 확률(59.8%) 등 거시 이벤트 정리.
다듬은 글
Hello family, welcome back to your channel. Let's quickly check the market, guys. We are still in pre-market, the markets remain flat, mixed, where we are seeing some technology companies decline. Do you know why they're falling down? It is because of Susbank's sale of its entire envy position, and this is dragging the technology companies along so far.
They are seeing something about artificial intelligence that we are not seeing out there . Be careful because they're not the only ones selling; the company's CEO has also been selling many positions. We need to pay attention. We don't know if there could be a stronger correction in artificial intelligence in the future, but perhaps they are already seeing a ceiling for the stock.
We'll see what happens. We need to pay attention to all of this. Yesterday we finished looking very pretty in little greens. We have the SP500 like this. This remains very bullish at 6817. If it reaches that 20 level, the 6776 area towards the 6755 zone. If you're looking for a bounce, I still like the 50 level.
If it makes a small pullback before continuing to rise during the day and gets closer to that double top, we'd be making a profit. You already made a profit from all your trading yesterday. The Nasda is in the 25,501 zone and the Down Jones is at 47,402. Volatility there is bearish at the moment. Let's see if more market volatility comes in.
The dollar continues to lose some strength, while the 10-year bond remains stable. Bonds in general have all remained stable so far. Let's go for the gold. Let's see if gold continues to rise. You have it there at 381. We're also going to wake up to another bullish gap today. This is because of the debt, uh, because of the debt that is owed in the United States.
And not only that, but also add to that the debt in households, which is also high. We have the silver that keeps rising at 51. Hopefully it will give us the double top. You, those movements that did hit the 20 below the 20 to make a profit, to make a profit. BTC, what's up? 104,355. We have n't been able to surpass that 20, but the trading moves you made in the 19901, right next to the 20, you made a profit, you made a profit, that's what has been done.
If you're going for the long term, then you haven't done anything, we're simply continuing to accompany that movement. If you like the 104 for accumulating and we are still in the zone to keep accumulating. Yes, we still have it in the area. If we're thinking long-term, and if we can make a little more movement below 99 if this continues to fall.
Remember that we operated right next to that 50. We are at the bottom of a compression. Lower part of a compression. Okay , let's see if this continues to stay above 50 because it 's interesting. Okay. Areas where we have been operating for the medium to long term. The same goes for retirement, right next to 200 because we 've been buying the first 200 areas, thinking about the medium to long term.
If it's for trading, right up to that 20 we've also made a profit . The market is starting to slow down a bit, but this is what's affecting this movement. Envy with that small correction of 1.85, but it is dragging down the entire sector with the selling that is happening. Okay. I'm posting the news here from SB.
SB sells its entire stake in Nvidia for $5.8 billion. Okay. All the positioning is at Nvidia, guys. Yes, zones for envy are still 50 below the 110, right? 165. And look, this also pulls the rest along, correcting it a little there. Bracon AMD, TSM, uh, ASML. Remember that they were rising very well yesterday.
Intel Qualcomm. Uh, we have nothing here, no chance at the moment, guys. Analog device right next to the 200. We'll be keeping an eye on Micron Technology, which yesterday broke through the 253 zone, reaching exactly 2.56, and it's still rising. Should we continue to profit or simply follow that movement?
Texas Instruments 160, I don't know if you like 160. We're looking for everything below 145. We also have Amba this week . Amba has done very well. We need to make a profit. If you have any of these double floor areas starting at 40 or 41, we've already done it. Okay. The Super MCO computer is still interesting to me within that 3940 range as a first zone, without making any purchase recommendation for you, far from it.
The 2601 area. We 'd also be looking for ARM, the 200-140 area, watching the candlestick pattern. If we don't see a breakout at 127, it could be a penetration at that 200 level. Another one we're watching is Airbnb, Sonita at 114, and Nefle, which is coming soon with its split on the 17th . We also have the 12 zone right next to the 200 CRM, which is in a zone.
If we don't have anything else, we're watching there. There's a double bottom starting from the 14 level. Any movement around the 20 level to take profit is also a good thing. If it keeps falling further, below 180, be conservative from 159 or lower. Those presented by Ernest first thing this morning.
Selemet, okay, Selemet, we have it there that was surpassing this 161. If you traded the 200, the double bottom penetration last Friday, then it's taking profit there. Nivius is also performing well, at least exceeding estimates, with 112,109 closing yesterday. In my opinion, this company is still too widespread.
At the very least, we'll be keeping a close eye on the conflict zone starting at $6 below those 86. We're also continuing to closely monitor DoorDash. If you like it close to 200, below 200, or if not, look at the 158, we would also be looking for duo lingo. Those who like Duolingo also like the Duolingo 191 zone.
If you already traded that 190-191 zone as your first move, always be careful, otherwise we'd be looking for 146. For Duolingo, 146 is the 125 on the weekly chart where we have it below 200. If you traded 200 from 204 onwards, let it fall; this is the 146 to make another move. And the third one we'll be looking for is the 65 that we already traded 65 at the time of the fall after its IPO.
If someone traded this, they made a very good profit, and I will always mention it: all those stocks that we own that have never reached that peak in their history, we have to make profits, at least we have to make something out of them. It illuminates while making a profit. Merk, the recovery has also been making a profit.
Atlacian, we're still waiting for it to start at 134. Clap, we have to make a profit there too. Shar Communication is in the zone, but it keeps hitting lower and lower Basques, so be careful if you're not looking for this below $200. Altria already gave you that double bottom movement starting from 56 in the long term.
If you like the 57s more or less, the next move we would be looking for is from the 47s or the 50s area to keep following the trend. Okay. We're also keeping an eye on Orile, who gave us the 90s. Okay, the 90s at least for trading at the 50s. If that recovery continues, we'd be making a profit. The one we like is Auroson.
The problem is that Aurosong is too expensive, isn't it? It approached an area around 3452 and is going to look for that crossing starting at 3769. We're not doing anything there. Unless you liked it here. This is not cheap. Downward crossover. Possible bearish crossover that we're going to have there.
If you have already traded any move and made a profit. If we get past that intersection, we'll look for the 50th company in the vehicle parts industry; this is the best one. Okay, we have Chipotre who is also in a position to make decisions, to accumulate with a lot of patience. However, you'll need a lot of patience.
We have Costco, but nothing for now. to have insurance, some insurance policies that are not having a good time. You know that the agreements reached by the Senate do not include subsidies for the insurance policies of manufacturers, and these are being affected. One of them is Centene, the other one is Oscar too, okay?
We have Oscar Seguros here, a company that attracts us from the 13 mark at least to speculate a little, but we have to keep in mind and put on the table the problems that will occur if this doesn't happen, because there is hope here for December when they will go to a vote. Some others think there won't be any vote, that nothing will happen with this and that no subsidy will be given from now on .
We'll see what happens, guys. We'll see what happens with this. If this happens, if it doesn't go to a vote in December or January, and this is approved, this company can continue to make some further corrections. Always be careful, manage the risk. Okay. Palo alto, make a profit. Hey, Papa Jones, Papa Jones.
The offer went down. We are here waiting to see if there is another buyer. We're looking at one of the 29 if this continues to fall. We're still there with the insurance. A health plan that, for me, is the best in the sector starting at 3 hours 22. If you like those hours, the 316. This is for the long term, always with great care.
Okay. Uh, we also have the evangelical gospel there, which can go well, but also with a fall. So, we're going to look for the 2 or 272 zone. It doesn't have to be 100% accurate. CRWV, who did very well yesterday. The problem is the guide, which isn't convincing, and we 've all mentioned below 100. I like it below 96, at least for the first move.
If you don't feel comfortable, then let's start at 85. If we don't feel comfortable, we'll go below 85. But for me, it's at least enough for the first movement. Remember, this is not a purchase recommendation for you, not at all, please. Okay, but it's getting interesting again. Combase, what's up with Combase?
As you can see, we would be looking at the 200 zone again, and if BTC continues to fall, that will continue to happen as well. Then we would look again starting at 56 or below, that's what we would be looking for there from the big ones. You know that the big ones, the interesting ones here are Meta and Microsoft, which we've had in the area.
We have a target that will fall again by 1.13 from 624 to 602, leaving the 600 mark below 600, and Microsoft is okay, Sonita is at 492, and we are also watching the 200 from 462 to 460, all because of Tesla. What's up with Tesla or Palantir for now? Nothing. which is located in an accumulation zone.
Edge for now, if you like edge, the 132 zone and the 135 zone, conflict zone. If we don't look for the lower part, which is the area I like, between the 120, 121 area, that's what I'm looking for, or at 200, which is from 1101 onwards, remember that we are in the daily, tomorrow we are going to do this at 112, this moves depending on the time frame.
that we are reviewing it. That's how things are moving, guys. Let's review more news. According to Chris Rins, nuclear energy will receive the majority of the loans from the Department of Energy. Okay. We have here, remember, Oclo, all the data centers need to consume a lot of energy and this is where these companies come in.
The problem is that many of them are still too overused. Many of them have already had surgery. Hopefully they will continue to make some more corrections and give us that opportunity. Okay. Give us that opportunity. At least Oclo, who are presenting it this week. Oclom, look, we're going to be watching the 82 and the 64 area, at least for a first move.
It's assumed that everyone who bought it here made a profit starting at 190, 194. You let yourself be taken away from what the market is already giving you. We have it that Meta's chief artificial intelligence scientist plans to leave the company, second fan, according to the Financial Times. Okay. We also have here that Michael Burre accuses the tech giants of inflating their assets.
We also have Sofi launching Sofai Crypto as part of its push into blockchain technology. This is for retailers, okay? You will also be able to buy cryptocurrencies. We also have here that India and Switzerland are getting closer to a trade agreement. China will prevent the US military from obtaining rare earth elements.
Okay, this could also reignite tensions between China and the United States. Let's see how this all ends. Cloud-based artificial intelligence companies, such as Nebios, sign a $3 billion deal and report a more than quadruple increase in revenue. I did very well, we already checked it at the beginning, right?
Hey, Nevius is a company that's doing very well and is also working with Microsoft, so we need to pay attention to them. The problem is that it's too widespread. I'll put it on for you again. Which one are we talking about? It is from this company that she just presented her earnings today. Envis, okay, that 's Nevius in the 114 area.
I do n't know if you like it or liked it right up to the 50 when the 99s were seen. Are we still there or did you trade last Friday starting at 104? If you're there thinking long-term, always be careful with risk management. I hope you're coming from here too, right? From the $29, $30 range, at least $40, you've already made very good money.
But as I always say , if we're carrying too much weight, let's unload a little to gain some profit, some professionalism, as long as you decide to do so. Another company we're following is Reddit. Let's see if he continues to correct it. He gave us an area that we are monitoring. It approached that 200.
If someone traded the 234 zone, starting from 200, if that's enough profit for you, we'll take that profit, we'll make some profit. Okay. And we'll leave it here, guys. Uh, today's calendar. All the vice president's speeches, as the government is still closed. Uh, this has already been approved in the Senate, 6040.
Today it goes to the House of Representatives where it is supposedly going to be approved to end the government shutdown. And the barometer shows this: a 59.8% probability of a 0.25% cut by the Federal Reserve and a 40.2% probability that it will do nothing. We are waiting. If the government opens up and they reach an agreement, and the vote passes in the House of Representatives, we may be receiving the inflation data this week.
Inflation data, employment data. We'll see what happens, how to use this information, how the market will react, and how the Federal Reserve will react at the next meeting. There's still a long time until that meeting, but a lot can happen between now and December 10th. May God bless you and your family, wherever you are.
And we'll leave the markets like that, mixed, flat for the time being. God bless you, have a great time. Thank you for always being there, Paramons. Everyone who owns Paramons too, uh, everyone who owns telecommunications, remember, but these companies are out there in merger negotiations, acquisitions, and so on, and this is what's driving it. Big hug, see you next time . Bye bye.
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