June balance and future outlook

June is 6.8% plus in yen conversion. I regret the fact that support for QT and the end of the fiscal year was half-hearted, and sales of semiconductors were received by the end of the month. Note that we were able to cover it with 2244, which has effective dispersion during the semiconductor failure period that followed, is ◎.

Purchases increased mainly at 2244 and SMH in line with last week's decline. While each index fluctuates, the highest value continues to be updated, and the long-term chart shape continues to be good. There is currently no movement in exchange intervention, which was a matter of concern, and it is expected that assets will continue to grow due to depreciation of the yen and stock appreciation.

In the semiconductor sector, sales pressure on popular brands such as NVDA and MU continues to be sluggish, but buybacks are visible in other stocks. On Tuesday, while both stocks were unwell, SMH and SOXL rose, making a good impression. The decline in both stocks is expected to continue until near the main support line, but since financial results were good, it is expected that it will improve thereafter, and accelerate the rise in the sector as a whole. Furthermore, holdings in both stocks withdrew when they reached the loss cut line → profit margin went to PLTR, which is doing well with SOXL.

Yesterday's decline in LLY and HIMS is seen as a temporary decline in response to statements from key figures. It was a place where I wanted to buy more, but since there was little cash left, I put it off.