NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 PLTR
Palantir
-- 85.850 GOOG
Alphabet-C
-- 156.060 
From the morning Mosate of 0718 ๐บ
From this morning's Mosate ๐บ
I'm not too worried about the decline in semiconductor stocks in the long run. The US-China regulations intensified during the previous Trump administration and have been ongoing for years, but the demand is expanding more than the headwinds, and even under that administration, it significantly outperformed the S&P 500.
Next week, the earnings reports for major high-tech companies will begin from the alphabet, disclosing the amount of investment in semiconductors that leads to the demand.
The demand for semiconductors, mainly for AI, is expected to remain strong. It is expected that buybacks will progress as the focus shifts back to strong performance while receiving earnings reports.
I bought nvidia's stock in February this year. I endured the hellish April. I will endure this month as well! Please look forward to TSMC's earnings report!
Please, ๐ ๐โจโจ
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ไบบ้ก : Let's endure it.
โใฉใธใจใซโ ไบบ้ก : endure the excruciating. It's hard to hide. Just like Japan's revival. We too will be resurrected.
ใฆใซใใฉใใณใปใใณ OP ไบบ้ก : Right! Compared to April, there is an unrealized benefit barrier
, so it's mentally comfortable 
^_^
ใฆใซใใฉใใณใปใใณ OP โใฉใธใจใซโ : Right! Compared to April, there is an unrealized benefit barrier
, so it's mentally comfortable 
^_^
I'm curious about today's TSMC financial results! What kind of friend