NVDA
NVIDIA
-- 135.070 TSLA
Tesla
-- 400.990 AMD
Advanced Micro Devices
-- 127.740 GOOG
Alphabet-C
-- 186.530 PLTR
Palantir
-- 70.890 
Assessing which stocks will rise from the second day onwards.
Yesterday, President Trump's reelection was confirmed, and both Japan and the U.S. had a celebratory market. ♠️ Although I held onto some Japanese stocks, I envied the participants as I had no positions in U.S. stocks 😅. However, what I want to acquire are not just the 10% gains from the celebratory market, but stocks that will triple in value after the presidential election. ![]()
On the first day, almost all stocks rose, but I think they will start to narrow down from the second day onwards, so let's pay attention to where the funds are flowing. 👀
Japanese stocks were rising since yesterday morning, especially heavy industry and others were particularly strong. $Mitsubishi Heavy Industries (7011.JP)$ and $IHI (7013.JP)$ Bought it. Especially IHI was very strong due to the sudden surge in earnings, right? 😤
The aftermath of the earnings remains. $Sanrio (8136.JP)$ XX was suspiciously narrowing its gains in the morning, but astonishingly recovered in the afternoon, so this may also be unexpectedly due to Trump's trade? 😾
Holding it since last week in the semiconductors category, it was strong. $Advantest (6857.JP)$ Concerns about Trump's tariff escalation seem to be affecting the stock prices of TSMC and ASML negatively, but Advantest seems to be moving into the positive territory for now. $Shibaura Mechatronics (6590.JP)$ Also bought for the first time, but it seemed weak in the midst of yesterday's price movements, and with the earnings today, it might have been delicate. Will decide whether to hold onto the earnings based on today's strength 🤔
In the US stock market, right in the middle of the Trump trade. $Palantir (PLTR.US)$ I went to buy at this high price. I bought it at +6% in the overnight market, and then it went down, making me nervous, but it kept rising, which was good 😅 I'm good at jumping catch 😇
I kept an eye on other US stocks after the market opened, but it was difficult to determine which ones would continue to rise, and as a result, $Powell Industries (POWL.US)$ I bought a small amount of POWL and EAT. $Brinker International (EAT.US)$ POWL continued to rise, but EAT narrowed its gains 😇
Let's not forget that the FOMC is coming up this week, but I want to build my positions quickly 💪
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