TSLA
Tesla
-- 292.980 NVDA
NVIDIA
-- 124.920 PLTR
Palantir
-- 84.920 SOUN
SoundHound AI
-- 10.820 SMCI
Super Micro Computer
-- 41.460 
Surely those who take advantage of the increase from January to April next year will win.
$NASDAQ 100 Index (.NDX.US)$ It's the timing to consider whether to start saving next year, whether systematically or lump sum, but even though the data shows that starting early in the year with a lump sum is advantageous, people hesitate. This year, there were significant dips in April and August, so those who started in the middle of the year once fell below the starting value, and it took about three months to reach a point where they never fell below the starting value. Although it's assumed to be held throughout the year, especially for those who started before January 20th, they have reached the current price without ever falling below the starting value, so this year, starting with a lump sum at the beginning of the year was the most profitable. Of course, next year is next year, and with a change of administration, it's unclear what will happen. Due to the unclear degree of regulations, there is a possibility of a complete dip in the high-tech sector, and there will surely be several significant dips in a year. Therefore, I think this is a year where those who adhere to the theory and firmly capture the rises from January to April can lead until the end of the year. By around summer next year, the impact of tariff inflation will also appear in economic indicators, and there may be more dips than this year, as well as possibilities of yen depreciation due to inflation interest rate hikes, catching the high during the term, and the end of interest rate cuts. Therefore, I think the best time will be the beginning of next year when the lowering and raising of interest rates this month is completed and the yen has significantly appreciated. The export restrictions on semiconductors are undoubtedly measures to secure the supremacy of next-generation quantum computers, how American will seize it first, and prevent China from holding it. Naturally, I expect them to push for export restrictions on Japan as well. Despite talk about AI, countries that have already secured the supremacy of quantum computers have won in everything, including AI, drug development, defense, and space. So, implementing measures that weaken companies is impossible. That's why I'm sticking with starting with a lump sum in the NASDAQ at the beginning of the year. ^_^ Semiconductors are just getting started. Even though they've been saying it's the end of semiconductors several times this year, it's not true at all. It's only the beginning from here.![]()
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J_M_RIN : Finally, eggplants have started moving towards a new high price~![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
ひろ0723 OP J_M_RIN : That's right. Bought some for the election ^_^, still in a loss due to exchange rate, but I think the yen will weaken due to inflation in the second half of next year, so it would be helpful if it steadily increases until then.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
J_M_RIN ひろ0723 OP : I'm looking at an increase of about 10% from here until the next major adjustment, and regardless of the period, if it goes up that much, I wonder if it feels like I'm waiting for a push if it's adjusted... I'm not investing in the Confidence Index, but there are also stocks that aim for profit timing by movements in major indices![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
ひろ0723 OP J_M_RIN : It's hard to keep up with indices to aim for 100 million ^_^ I'm a medium- to long-term type, so I put in the index at the beginning of the year and then I'm focusing on ETFs. When it's bad, it's superior by making only ETFs escape. Next year, space-related small ones will be added to the ETF, but when I looked it up, the PER is still pretty low and the unit price is small, so it feels like they're betting on expectations for the theme because growth is already small in order to put in more ^_^ ETFs. On a different note, surprisingly, I think the champion of quantum computers is silicon-based Intel or ultra-electric IBM. What is in the shadow of government aid is a huge expectation for Intel, isn't it? I think it would be nice if it was cheap now.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
J_M_RIN ひろ0723 OP : I think the most important thing for American companies where the same company doesn't continue to be number 1 for a long time is the ability to imagine the future far ahead, I appreciate your knowledge![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
ひろ0723 OP J_M_RIN : Hitachi and Fujitsu are good, but Japan lacks the power to turn them into money, so looking at US stocks might be the only option. Fugaku is like a wasted treasure, so even if you go to a good place in quantum, that's all there is.
J_M_RIN ひろ0723 OP : I have no choice but to put everything on the US bull market ~ lol lol
ひろ0723 OP J_M_RIN : I agree. I think axon.hwm.ldos.tdg.cw.bwxt.drs.loar.tatt covers not only space-related topics, but also defense, security, control, and future themes. I believe it covers quite well. Candlestick charts, eps, and financials are also good, with some securities already having high PE ratios and large cap stocks like axon, I think they will grow in the medium term. Just to pass the time when looking for new investment ideas ^_^ Palantir is also included in defense, so I won't buy individual stocks, but maybe it's worth considering upgrading to nasdaq.
J_M_RIN ひろ0723 OP : Wow, I'm thankful for this![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
I'll do a thorough examination lol
ひろ0723 OP J_M_RIN : Lockheed and RTX are strong in defense, but even if they cannot become the main theme, they are global themes, so I am watching closely. ^_^