NVDA
NVIDIA
-- 142.620 TSLA
Tesla
-- 406.580 PLTR
Palantir
-- 78.980 AAPL
Apple
-- 222.780 MSTR
MicroStrategy
-- 353.670 
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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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Trump 2.0 Era: What's the next opportunity in the markets?
▪️Could Trump's crypto policies potentially benefit the crypto market? ▪️Might his tariff policies have a positive effect on Chinese stocks
Michael McCarthy CCO
Jan 3 11:57
Ask a strategist - Trump's first day