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Due to the unexpected rapid increase, I will take profits at high levels for all semiconductor positions in the short term. Since I do not think this is the ceiling of the AI market, I want to determine where to re-enter in the future.
In the short term, the key point will be the next earnings report. $Micron Technology (MU.US)$ I think the market has largely factored in a certain level of good earnings, so unless there is an unexpected positive surprise, it may be difficult to change the trend.
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30代投資歴6年、不動産、投資信託、米国株式、仮想通貨等を運用しております。
今年アッパーマス層到達。海外不動産購入が目標。
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