Stock Market: FOMC Meeting Results and Big Tech Volatility

Interpretations of FOMC meeting created mixed reactions, impacting U.S. stock prices, due to uncertainties about interest rates and market expectations.

### Mixed Interpretations of FOMC Meeting Results
The FOMC meeting's lack of clarity on interest rates led to a sharp drop in U.S. stock prices, surprising investors. The meeting's outcomes have intensified the market's uncertainty, especially with the release of a negative PMI and concerns about the Big Tech sector. The shifting political atmosphere in the United States, with a focus on Harris over Trump, is also impacting market dynamics and investor sentiment.

### The Impact of Political and Economic Factors on Bitcoin and Global Markets
Bitcoin's price has seen a significant drop from $70,000 to $62,000 due to President Biden's tax plan and trading regulations, causing a symbolic impact on the market. The 10-year bond yield has also fallen to 3.97%, contributing to the crumbling symbolism and psychological effect on stock prices. The United States and China are both facing economic downturns, with the PMI index dropping to around 50, indicating a rapid emergence of economic issues in both countries.

### The Volatility of Big Tech Stocks and Its Impact
Big tech stocks have been experiencing significant fluctuations, with NVIDIA dropping by 14.8% in a month and experiencing a daily volatility three times higher than the VIX. The current wobbling market situation presents two possible paths: a potential crash due to dumping or a positive adjustment leading to a stock price increase. The announcement of second-quarter earnings, especially in growth indicators like AI and tech investment, raises concerns about over-investment and the possibility of a stock price bubble, which could affect companies like Hynix, Samsung, and Samsung Electronics.

### Nvidia's Stock Performance and Evaluation
Nvidia's stock plummeted nearly 20% after a 6% drop, following a prediction of surpassing Cisco Systems. The company has seen a significant surge of 700% in the past 2 years, leading the Fourth Industrial Revolution. The stock's performance is now being evaluated based on new indicators such as future potential and patented technology, with uncertainty about its third-quarter results.

### Evaluating Future Potential Value in Narrative Economics
Patent rights and Price Detection Dream are both evaluated based on the current situation, with future potential value being asymmetric. The concept of dreams in Narrative Economics and the impact of storytelling on future potential value are discussed, highlighting the subjective nature of evaluation. The broadcast also touches on the interpretation of events and expert opinions, emphasizing their influence on the perception of future potential value.

### NVIDIA's First and Second Quarter Performance Analysis
NVIDIA's first quarter results, announced in May, showed a concerning revenue growth exceeding expectations by 15 to 20 billion dollars. The EPS profit indicator also fell below the expected value, leading to a significant drop in stock price. The upcoming second quarter results, expected on August 28, are anticipated to show improvement and are crucial for NVIDIA's significance in the market.

### Market Uncertainty Following FOMC Meeting and Economic Indicators
* 🇺🇸 The FOMC meeting results, with no clear indication of interest rate changes, led to market uncertainty and a **sharp drop in U.S. stock prices**.
* 📉 Economic indicators, such as the U.S. PMI for July, showed **negative trends**, adding to **market concerns**.
* 💻 The tech sector, including big tech stocks, faced volatility, with concerns about **over-investment in growth indicators like AI**.
* 🏦 Symbolic market indicators, such as **government bond yields** and **Bitcoin prices**, experienced **significant fluctuations**.
* 🌐 Global economic issues, including China's economic challenges, **added to market uncertainties**.
* 💰 The evaluation of big tech stocks now includes new indicators like **future potential** and **patented technology**.
* 🔮 The market is in a "wobbling" state, with potential for both further drops (**"dumping"**) and corrections (**"beautiful adjustments"**).
* 📊 The upcoming NVIDIA earnings announcement is seen as **crucial for the tech sector's performance**.

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