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くりえww Private ID: 182563699
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    $NVIDIA (NVDA.US)$
    At NVIDIA's AI conference 'GTC 2025' held in mid-March, various robots brightened the venue, including 'NEO Gamma,' which I saw for the first time, and the further evolved 'Digit.' Many lectures were also given by leaders in the robotics industry. CNET interviewed leaders from companies driving the robotics industry, such as Boston Dynamics, Agility Robotics, 1X, and Disney, hearing about the challenges they are currently facing, their dreams for the future, and the technologies to realize those dreams.
    NEO Gamma from 1X.
    1X exhibited the humanoid robot, NEO Gamma. In a space that recreated a home environment, NEO Gamma held a watering can, posed for visitors, and demonstrated vacuum cleaning on the floor.
    According to Bernt Bornich, co-founder and CEO of 1X, this demonstration embodies 'mixed autonomy,' which combines autonomous actions by robots with human control.
    Translated
    $Gorilla Technology (GRRR.US)$ Good morning☀
    I have welcomed a lovely morning (^^)
    Ultimately, investment is based on personal determination and self-responsibility, but I would like to express my opinion.
    Despite such a poor market condition, and the fact that yesterday's PCE negatively impacted stock prices, if it is rebounding around $24, even as an amateur, I believe that the bottom price is gradually being established.
    Amidst this anticipation, the long-awaited Monday night has arrived for the financial results.
    Even if surprising numbers cannot be shown (there's a hope for them to exceed internal Financial Estimates), it should indicate with a high probability that the fiscal year 2024 has become more stable!
    Just that alone would provide considerable reassurance to investors, and if the stock price is not receiving an appropriate evaluation, a Share Buyback declaration would be made immediately. Therefore, it is reasonable to think that the stock price will exceed 30 dollars and go up to 35 dollars or even higher, so selling at the current stock price is likely to lead to regret.
    Surely, by the calmness of Monday after the weekend, the expectation for the financial results will cause the stock price to rise in order to secure Gorilla stocks.
    After last time's financial reassurance, stock prices surged to 2.5 times...
    Translated
    11
    2
    It's amazing how much it falls with just one word from President Trump.
    But this must also be a big blow for the USA.
    Even Trump probably doesn't want to be told that the economy worsened after he became president, but I wonder how he feels about that.
    Translated
    1
    Real estate stocks that have been sluggish until now are suddenly becoming more vibrant.The rise in land prices, particularly in metropolitan areas.In addition, the Bank of Japan's policy interest rate hikes are progressing.The excessive caution against rising interest rates has been alleviated.These factors are part of the background.
    $Mitsubishi Estate (8802.JP)$and $Mitsui Fudosan (8801.JP)$Although major developer stocks are also rising, they have recently surged against the backdrop of good performance.Among the stocks that have recently soared to new all-time highs, there are several common points.The keywords are, Metro Area Concentration Strategy.・Value-up (renovation) of used properties.・Sales targeting (investment) for foreigners.In the Real Estate Investment business,Population declineandDepopulation in rural areas、Rising construction costs associated with the increase in material and labor costs.、A decline in "actual demand" in prime locations due to rising property prices.There are concerns directly linked to social issues.Reducing the risk of deteriorating performance due to these concerns.Lead tocreating room for growth.The three keywords pertain to one of the concerns.
    Any of the three keywords apply.Recently updated or approached the 52-week high.AndStocks that are expected to grow in the future.Pick up....
    Translated
    Spring has come to the harsh winter and Real Estate Stocks! Carefully selected four stocks that have surged 40% since the beginning of the year, with a business model that continues to grow despite population decline and soaring property prices.
    Spring has come to the harsh winter and Real Estate Stocks! Carefully selected four stocks that have surged 40% since the beginning of the year, with a business model that continues to grow despite population decline and soaring property prices.
    Spring has come to the harsh winter and Real Estate Stocks! Carefully selected four stocks that have surged 40% since the beginning of the year, with a business model that continues to grow despite population decline and soaring property prices.
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    $Gorilla Technology (GRRR.US)$
    Strengths
    * AI video analysis technology
    * Track record of large-scale projects for the government
    * Provision of an integrated platform (video analysis, IoT)
    * Focus on Edge Computing
    Weakness
    * Financial instability and unpredictability (forecasting guidance miss expected for the 2024 financial results)
    * Customer concentration risk
    * Long sales cycle
    * Brand awareness is still low and the business scale is small
    Opportunities
    * Market growth potential and geographical expansion
    * Expansion of application areas
    * Transition to SaaS model (however, it is delayed)
    Threats / Risks
    * Intense market competition
    * Rapid technological obsolescence
    * Geopolitical risks and policy changes (Taiwan as the origin. Large Trade with Egypt)
    * Data privacy regulations
    * Risks of running large-scale and complex projects
    Translated
    4
    1
    About to become a window-filling believer.
    Translated
    The First Notice should be announced by the Exchange around noon Japan time at the beginning of the week. Last month's March limit first notice saw nearly 0.01 million physical deliveries notified with an open interest of 0.01 million 2000 contracts, which resulted in a sharp decline from after-hours trading. This April limit being a key delivery month still has over 0.09 million contracts remaining in open interest. Attention is on how much will be notified. If there is a large delivery, there may be another sharp decline, but if the deliveries after the next day are low, it may recover in a short period like last month. If the deliveries are in small amounts, there could be a significant rise.
    Translated
    Today, the 28th, features Stochastics.
    As explained last night, with the S mark lighting up on the Stochastics and a downward cross of the 5MA, there has been no recovery in the morning after the ex-dividend, leading to a downturn. Therefore, if it closes at this level, short positions will be entered.
    Since it is consolidating around the median breakpoint of 37250, it has firmly established a lower range. While there is no sense of pessimism or caution like a sharp decline, there is also no atmosphere of an upward trend.
    Pay attention to fluctuations in the US PCE tonight. It is believed that there will be no movement in the PCE.
    Translated
    3/28 Attention Candlestick
    $Gorilla Technology (GRRR.US)$
    Since entering Rakuten, I have started to protect the Gori-chan. I didn't have the courage to post much and was mainly just reading, but with the excitement of the upcoming financial results, I am posting this nervously to share the joy with everyone.
    The number of Gori-chan is still small, but I want to increase it by the financial results.
    The gourmet Gori-chan seem to avoid cheap bananas 🍌, which makes financial planning difficult.
    Thank you very much in advance (꙳ᴗˬᴗ)"
    Translated
    8