It's not going to be easy.
The market is still difficult, with the USD/JPY fluctuating to the 130 yen level and the exchange rate moving violently. Yesterday, Japan was closed for Respect for the Aged Day, so we will only review the situation in the United States.
$NVIDIA (NVDA.US)$ and $Arm Holdings (ARM.US)$ High-tech and semiconductor stocks plummeted, erasing Friday's gains. Personally, I withdrew from Nvidia and cut my position in ARM in half.
Instead, $Tempus AI (TEM.US)$ it seemed like
my largest position $Fair Isaac (FICO.US)$ also increased, $IBM Corp (IBM.US)$ and
In addition, we have started short selling. $Estee Lauder (EL.US)$ It is a cosmetic brand that has plummeted along with the decline of the Chinese market. Unlike biotechnology stocks that suddenly bounce back, it seems to be a stock that can be safely short sold.
The market seems to be arguing about the extent of the interest rate cut, but I think it will be a 0.25% interest rate cut. The market is likely to continue to be difficult until the FOMC.
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規律可能性が高くて直線上昇する銘柄が好みです。ファンダはあまり意識しません。勝ち馬は伸ばせ、逃げる時は脱兎の如く
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MONGARA : Oh! You bought TEM! As expected of you! I've been aiming for it, but I find it quite intimidating.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
おねご OP MONGARA : I bought it with the expectation of continued rising, but right after the purchase, I had a close call with a sudden drop. It's definitely volatile, isn't it? Haha. MONGARA-san is also able to make an APP purchase, I'm so jealous! I missed the opportunity to get in and now I'm feeling frustrated.