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taroimo8 liked · Dec 31, 2024 09:18

Ibiden - sharp rise in NVIDIA substrates, there is a possibility of tight supply even after increasing production.

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2025年前半は外需銘柄と国内不動産！落ちてきた銀行と住友林業あたりを拾って後半に備えたい。あと防衛。

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