NVDA
NVIDIA
-- 126.630 TSLA
Tesla
-- 302.800 SMCI
Super Micro Computer
-- 45.540 PLTR
Palantir
-- 87.840 HIMS
Hims & Hers Health
-- 39.860 
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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🇺🇸 ALAB, SMCI, TSM, MU, PLTR, NVDA / QBTS, PSQH 他
♦️接続ソリューション🦄ユニコーンALAB（PF60％）
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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.