$Micron Technology (MU.US)$
Reached 80. Let's start over from the beginning.

$Cloudflare (NET.US)$
Gya~!! 110!!

2024年も最終月に入り、迫り来る2025年に向けて、新たなチャンスをどう捉えるか。過去一年の日本株市場の動向を振り返り、2025年に向けた戦略の手がかりを探ってみよう。
日経平均は年初来約18％上昇している。 しかしよく見ると、実際には日経平均は第1四半期にすでに21%上昇し、その後の3四半期は大きなボラティリティに見舞われたが、トータル・リターンはマイナスだった。
Reports that Mr. Buffett has invested in five major trading companies have been circulating since 2023, and in early 2024 foreign investors followed suit.The influx of foreign capital became the main cause of the rapid rise in Japanese stocks in the first quarter.However, in March, the results of the 'Spring Labor Offensive' were announced, leading to wage increases reaching a high level not seen in about 30 years. The Bank of Japan also announced the end of negative interest rates in the same month. The decline in the Nikkei average was attributed to the adjustment of global semiconductor stocks in April, worsening Middle Eastern situations, among other factors. Despite the yen shedding its negative interest rate policy, the interest rate differential between Japan and the United States remained significant, leading to a continuing trend of yen depreciation.On July 3, it marked the lowest level in 38 years.The weakening yen pushed up Japanese stocks in the third quarter.During the day on July 11, the Nikkei average...

Outlook on the USA market: Nvidia is being investigated for antitrust violations, while Tesla temporarily surpassed $400.
China~ 😅
Nvidia, being investigated for antitrust violations, try not to pick a fight with the USA~
With the decline of the US stock semiconductor sector, it seems unlikely for the Nikkei Stock Average to see a significant increase today 😅
The Nikkei average stock price seems to be making a disappointing move, like a gap-up day similar to recent days and yesterday.
With the tendency of yen depreciation, the focus is on export-related companies and TOPIX-related stocks taking the lead.
With speculation of no rate hike by the Bank of Japan in December, leading to a depreciation of the yen, will bank stocks decline?
If indeed there is no rate hike by the Bank of Japan in December, I would like to buy bank stocks at the dip.

$Tesla (TSLA.US)$ I think there are pros and cons to events with tesla, but personally, I was impressed by the optimistic worldview. No other company in the world can hold such a party. Just the fact that they make Optimus makes me hold & Buy dreaming of the future.