tm_speedstyle371 wrote a post · Dec 8 22:14

(Soliloquy) In 2025, contemplating the new NISA carefully.

I apologize for the personal matter. Please forgive the lengthy message 🙇🏻♂️.

First of all, I only invest in semiconductors and quantum computing. I am not confident in the perpetual growth of anything else. I also believe that the value of electrical utilities shifts with the times.

So, this year I've fully utilized the new NISA quota, and I also made significant purchases in specific accounts. If I continue like this for five years, my investment amount will exceed one billion, so I need to cut back somewhere. It's good to win and reach a billion, but it's counterproductive in the end.

To return the funds once from specific accounts, ① Sell SMCI two days before the next settlement. The reason is that originally the financial strength is weak, plus funding has deteriorated due to the stock price collapse. Since focused investment was made at 18-20 dollars, it is already sufficient and the principle is not to chase until the end. ② PLTR, purchased by everyone's introduction, will be profit-taking soon. Of course, it is currently doing well, but it is not guaranteed to clear all the high expectations for future earnings estimates so it is being sold as it is currently overbought. ③ In addition, NVDA had a premonition and took profits at a double bagger before the earnings announcement to return the funds. Currently, I only hold 10 shares.

3️⃣ In 2025, I considered filling the new NISA growth quota with Astera Loves (ALAB), but I realized that I can only earn 120 shares. I already hold it as a pilot stock in a specific account, so it will not be effective.

As a conclusion, I decided to invest in QBTS, with high expectations for the future of quantum computers and the ability to buy about 2500 shares of low-priced stocks. IONQ is also very good, but QBTS is attractive with its memes and has a light price movement that goes up regardless of earnings. Most importantly, you can make a lot of shares. With short-term evidence of a 3-bagger, the visibility will increase and you can expect up to a 10-bagger in 2-3 years, resulting in a profit of nearly 20 million. Specific holdings also amount to around 50 million.

Utilize the new NISA framework and replacement of specific investments. In order to further enhance investment efficiency, if growth slows down in the future, consider taking profits from MU and switching to QBTS. Ultimately, keep ALAB, QBTS, and TSM. If considering longer-term investments, also think about major semiconductor companies like NVDA.

The benefit of American stocks is the connection to the United States 🇺🇸 through trading. Stocks are like a game where skill is tested. Your investment history is probably longer than most people.

Thank you always 🙇🏻♂️

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大負けネコ(HYPER) : Good morning

You are indeed the person I anticipated. Regarding the content of the post above, I also engaged in trading stocks and investment trusts in both Japan and the United States. Especially active in the new NISA trading. My main assets and investments are in Japanese stocks and investment trusts, and it seems like I may have already exceeded the new NISA limit in both Japanese and American markets. Therefore, like you, I am currently in the middle of profit-taking and loss-cutting in both markets. Unfortunately, when it comes to American stocks and investment trusts, I lack the insights and understanding like you do. Hence, I have to rely on my own efforts to gather information that may be missing at the physical stores. I see you are focused on quantum computers and semiconductors. I have already purchased semiconductors myself. Yesterday at the computer department of a store in question, I was amazed to learn that the cutting-edge chips installed in the computers were from Qualcomm (クアルコム) and Snapdragon (スナップ・ドラゴン). As a gaming PC user, I have fallen behind this year with only about 13-14 remaining shares of Nvidia (エヌビディア) purchased in January. However, in the new NISA scheme next year, the first stocks I plan to buy are Qualcomm stocks and Russell 2000 ETF investment trusts. This time, it's all about the computer chips. The store clerk, upon talking with me, pointed out that he is an employee dispatched from a Taiwanese company to Japan. He must be a talented individual, being sent to Japan, and I utilized my knowledge and insight to ask him about specific companies and stocks. Back in America, Dell is prominent in corporate sales, while in the Japanese stock market, there seems to be MSI (Mouse Computer Japan?) taking the lead, do you agree? His answer revealed that ASUS (pronounced as "エイ・スース" today) is now the top player in Taiwan's computer market. I confirmed that the Japanese PC company MSI is third in Taiwan. Ultimately, my usual habit of physically examining and listening to gain new knowledge once again proved beneficial this time. The information and knowledge shared above are based on my personal experiences and viewpoints, just to clarify. I apologize for the lengthy and rambling discussion. However, please be aware that investing is a matter of personal responsibility, both in society and in individual perceptions. You should always verify and confirm for yourself. Reading this comment should not lead to blind belief. After all, one can never be too careful, as I might even be a scammer, right? I'don't have no responsibility if there are spelling mistakes, sorry I've already forgotten. Wishing you all a great week ahead.

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tm_speedstyle371 OP 大負けネコ(HYPER) : Thank you very much. I appreciate it. Thank you for your continued support in the future.

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tena0623 : Excuse the comment. I also shareholding in the semiconductor and quantum, especially quantum sector, as I expect quantum to rise even longer than the semiconductor peak. If I may ask, what is the reason for focusing on QTBS as a target stock among multiple options?
There are ARQQ (seems reasonable after the merger, but still below $1 from before the merger), RGTI, and QUBT.Additionally, I am shareholding in semiconductors as a peak until around 2030, but I believe the real action for quantum starts from there. Where do you anticipate quantum will begin to demonstrate its full potential, tm-san?

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tm_speedstyle371 OP tena0623 : I'm sorry. The high rate of increase of around 600% since the beginning of the year, the established development capabilities and sales infrastructure for companies. However, the key factor is the unique movements seen in the daily 5-minute candlestick chart when I have had a winning streak in the past. There are essential challenges to be aware of in the merger. Thank you for your comments.

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tena0623 tm_speedstyle371 OP : Thank you very much for your kind assistance ️ I will refer to it.I will continue to support Semiconductors and quantum

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tm_speedstyle371 OP tena0623 : Thank you very much as well.

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tm_speedstyle371

🇺🇸 ALAB, QBTS, SMCI, TSM, MU, PLTR, NVDA ▶︎ 25.NISA成長full of QBTS?/24.TSM/特定ALAB〜NVDA（※ALAB高ポジ）

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