Results report for the 1st week of July

いきよう : Thank you for following back
It's going down next week... I'll be mentally prepared

赤銅錫乃介 OP いきよう : Seriously speaking, the US economy is entering a moderate recession. The deterioration in US economic indicators raises expectations of interest rate cuts, so the possibility that stock prices will rise increases, but that is also to a degree, if it is worse than expected, it will fall drastically. First of all, the most recent point is probably Chairman Powell's remarks on 7/9.

いきよう : I have investments that are almost dependent on the American economy, so the recession and the appreciation of the yen are very troublesome
You need to be prepared to some extent to see how far you'll drop to cut your losses!

赤銅錫乃介 OP いきよう : You're right

kenau : Letting go of N was the right choice wasn't it

赤銅錫乃介 OP kenau : What is N$NANO Nuclear Energy (NNE.US)$ Maybe?
If that's the case, I bought it in the latter half of $6, so it's an explosion of 400%, but well, it probably wouldn't have gone up if I owned it.

kenau 赤銅錫乃介 OP : NVIDIA's N, but there were others

赤銅錫乃介 OP kenau : Speaking of which, I had it! this is disrespectful. I was able to secure a profit with a slight plus.

exera : Even though it's only been a week since I entered July, it's already 0.6 million negative. The weakness of semiconductor brands is working quite well, and I'm wondering if July would be bad either — after all, I should have raised my funds until the end of the year with CellinMay.

赤銅錫乃介 OP exera : It seems that there are many investors who will raise their funds until around October
In the meantime, I'm going to move to bonds or something
I think semiconductors will be back again soon though
I've also heard that funds concentrated on NVIDIA have begun to circulate elsewhere