おねご wrote a post · Jul 12 02:27

CPI shock 🤯

Yesterday's US stocks and today's Japanese stocks were a tough day 😱 CPI was announced last night, but large high-tech stocks that have led the market until now fell across the board, and today's Japanese stocks have also spread to today's Japanese stocks 😵‍💫

My portfolio also almost fell, which was a big blow. Due to the appreciation of the yen, the value of dollar assets in yen also fell, and almost all of the profits for July were erased 😭😭😭

If we pick up individual stocks that both Japan and the US are concerned about,

$NVIDIA (NVDA.US)$ This has crashed on the chart... It's a movement that reminds me of March. I had no choice but to cut this in half

$Arm Holdings (ARM.US)$ I have an impression that it's a relatively common decline for ARM

$Apple (AAPL.US)$ The chart hasn't collapsed at all and it feels like it's pressing

$Eli Lilly and Co (LLY.US)$ unfazed. strong! 😍

$Advantest (6857.JP)$ I bought it because semiconductors are strong, but the brakes suddenly applied and there was no reason to buy it, so I sold it

$NEC (6701.JP)$ The push got too deep, so I sold it. Twice the price of the 2023/11/1 low of 6951 yen was a milestone, so maybe that was the ceiling...

$SoftBank Group (9984.JP)$ It's a decline due to the fall in ARM, but since it's a trend that has been around before in terms of charts, it's almost safe

$Recruit Holdings (6098.JP)$ They drew a plus and brought it back well 😭

I feel like I said...

Depending on the person, I think there are people who are setting up bed pins due to this decline, but since my strategy is progressing towards rising markets, I don't do contrarian namping. If you decide that the rise is over, just cut it 😢

I'm still in 80% position, but if it falls further today, I think I'll be halved or completely withdrawn all at once. Let's be alert 👮

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おねご

規律可能性が高くて直線上昇する銘柄が好みです。ファンダはあまり意識しません。勝ち馬は伸ばせ、逃げる時は脱兎の如く

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