シャル wrote a post · Jul 1, 2024 08:27

Entering July

① Growth stocks stalled

M-Core Group (EME) and Deckers Outdoor (DECK) failed to meet market expectations, and stock prices were sluggish. In particular, since DECK's stock price continues to decline, I removed it from my portfolio once.

② NVIDIA (NVDA) stock price adjustments

NVIDIA (NVDA) is attracting attention as an artificial intelligence (AI) related brand, but its stock price stalled in the latter half of June.

③ Expectations for Micron Technology (MU)

Semiconductor manufacturer Micron Technology (MU)High performance DRAMwithHigh Bandwidth Memory (HBM) Expectations for this are growing. Expanding demand for AI and data centers is likely to be a driving force for future earnings growth.

Assuming that the depreciation rate continues once summer begins, I would like to look forward to a rise in stock prices after the fall without being pessimistic about the overall decline in the market.

$NVIDIA (NVDA.US)$

$Micron Technology (MU.US)$

$S&P 500 Index (.SPX.US)$

2024

※At the end of the month

Since the beginning of the year+58.99%

Monthly results (% compared to previous month)

January 8,801,162 yen (+9.26%）

February ¥9,796,630 yen (+11.36%）

March ¥10,321,459 yen (+5.36%）

April ¥10,551,166 yen (+2.23%）

May ¥12,107,809 yen (+14.75%）