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Wait and see for 1 week starting tomorrow

Financial results announcements for Big Tech and Semiconductors have begun, but the situation is bad, and I can only think that the market is looking for a reason to sell
The market may be rough again
I don't know the direction of the appreciation of the yen and the depreciation of the yen, and I can't even turn the dollar
I think I'll increase my cash position at least until the FOMC is over
I think the reversal rise in semiconductors depends on NVDA's reversal rise
NVDA sometimes starts raising prices about 1 week to 10 days before financial results are announced, but if there is a reversal upward sign with turnover indicating that institutional investors are going to buy around that time, I think semiconductors will rise even in a short period of time
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    生成AI関連銘柄は利確済、現在のポジションはTMFとS&P500のみ リスク低減中
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