TSLA
Tesla
-- 236.260 NVDA
NVIDIA
-- 118.530 MU
Micron Technology
-- 103.000 PLTR
Palantir
-- 87.390 NKE
Nike
-- 71.860 
MU
MU may have more unrealized losses, but it is expected to grow between 2025-2026, so it is recommended to hold, as it is currently declining and is considered a buying opportunity in the long term.
Therefore, adjustments are made a week before the earnings report of the prior-prior period, leading to a drop after the earnings. The last earnings report saw an increase in the week before, followed by a sharp rise after the earnings, as institutions predict and act based on post-earnings price movements.
Position adjustments are desirable based on price movements before the December earnings report.![]()
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♦️特定: ALAB, SMCI, TSM, MU, PLTR, NVDA / QBTS, PSQH 他 ♦️24NISA: TSM ♦️25NISA: ALAB, SMCI
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新div : I have placed a limit order for Micron at $95 using the funds from selling Japanese stocks. I will lower the acquisition cost now while the performance for next year is good.