From semiconductors to the next sector
I know that semiconductors will be needed in the future, but there is a feeling that they have improved quite a bit.
I don't feel like I'm buying stocks like before, so I think I'll look down for a while.
Even if I see AMD and SMCI falling regardless of good financial results, I feel that funds are moving to places where they are cheap and I think they will rise in the future.
#米国株 #米国株投資 #半導体
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Marubeni Good Job : As a satellite, how about Marubeni
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