When the Nikkei average dropped by about 4,000 yen on August...
When the Nikkei average dropped by about 4,000 yen on August 4, I sold about 80% of my shares. It was a considerable loss, as most of my investments were in semiconductor companies and I had no information on other companies. I thought there would be a rebound from the decline, and considered buying shares, but could not find any investment opportunities. The answer I came up with was to follow Mr. Masayoshi Son. Although I haven't bought SoftBank for the past 10 years, I narrowed down my investments to SoftBank Group. I didn't know much about the company's operations, nor did I know that they owned 88% of ARM's shares. Thanks to the surge in semiconductor companies from January to April, we were making a profit, so even during the decline in August, we still had room. However, now looking at this news, I deeply feel that it was a great decision. Lately, the movement of ARM's stock price has been slightly different, so I didn't understand the reason. I understand now.
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context, Show More
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.