[U.S. market update for Saturday, September (month 9) 19] Next year's AI semiconductor sales will be 2 times as high!!
- What to look for
- In the September (month 9) 19 session, when only semiconductors rose amid rising interest rates, you can examine Jensen Huang's statement that next year's revenue would be 2 times as high and the credit-market narrative surrounding Apollo's loan.
- Why it matters
- This helps you learn an interpretation that links memory bottlenecks and easing credit markets to market strength, and how to distinguish the situation from a correction phase.
AI summary
The video covers the U.S. market close on Saturday, September (month 9) 19, explaining that only semiconductors rose while the broader market declined as interest rates climbed again. It cites Jensen Huang's statement that next year's revenue would be 2 times as high and memory bottlenecks as reasons for strength in memory and equipment stocks, including SanDisk's surge of more than 10% and Micron's strength. It presents a narrative of easing credit markets, citing Apollo's loan of 90 hundred-million dollars to SoftBank as the key difference from the July (month 7) correction. It concludes with an update on cycling in Suji, Namwon, and a discussion of exercise and The Soul of Wealth. All directional outlooks are the speaker's conditional judgments, not definitive predictions of short-term prices.