Looking forward to good information on 2 nanometers.
$Socionext (6526.JP)$
From January to April, I made a big profit here and at the disco. I transferred 50% of the profits until April to the savings account, then invested in funds and made around 10% profit. I secure half of the winning amount and invest the rest. With expectations for AI, I am currently mainly investing in Softbank Group. To monitor the stock price of Softbank Group, I bought about 10% of the total investment amount in NVDA, ARM, and others through moomoo securities. For the first time this year, in NISA, my wife and I bought 1,300 shares of Sosionext and made a profit of 1.5 million yen when the time was right. The reason for this year's profit is that I sold almost all other stocks at almost the highest price. Regarding NISA, it is currently negative 1.4 million yen as I did not sell, saying that 2026 is the main event. I started buying again from around 2,800 yen in anticipation of a rebound, but it is still in the negative direction. I am relatively at ease waiting for an increase as BlackRock holds over 6% of the shares. Sosionext seems to be primarily focused on semiconductors for autos, but there is information that if they complete 2 nanometers, there will only be Intel and ARM, which is expected to increase the demand for autos and may be involved in AI-related designs. Hang in there!

However, it was still strong! It always appeared in the trading ranking, with no debt, total assets exceeding a maximum of 17 trillion yen.
Laser Tech Co., Ltd., started losing daily ← trading ranking.
Being chased by Disco Co., Ltd., and overtaken?!
Advantest Co., Ltd., Socionext Inc.
いつも常連だった面々たるや消えていき
今度は敬愛する東京エレクトロンまでも
😭😭元々、ボラが激しかったが、強い時はグイグイ上がってくれた。
遡ることTV局T B◯さんからスタートした。最初ずっとレンジ相場で誰も見向きもしなかったのに、2014〜2015年辺りから龍が🐉駆け上がる様に邁進した。
At that time, if I remember correctly, one share was around 15,000 yen.
After considering Shin-Etsu Chemical Co., Ltd. and Tamura Manufacturing Co., Ltd., I decided on Tokyo Electron Ltd. unsponsored adr.
And the stock price kept rising, split, and the current stock price is now ❌3 pre-split value. Thinking that way, it has made a great leap forward.
I appreciate and I am grateful 🙇‍♀️, but I feel powerless.Even though the financial results are not bad.
Struggling to stay positive, but overwhelmed by profit-taking pressure, credit buying, selling crisscross, resulting in disappointing figures.
Tomorrow might go down ⤵️. Every day is today....

$Socionext (6526.JP)$
Those who fell but endured.

$Socionext (6526.JP)$
I'm buying more because I believe in the future, but it's disappointing 😅😅😅

$NVIDIA (NVDA.US)$ I expect a high price update to come soon, it's just not instant.

Contents: (1) Explanation of Nvidia's financial results (2) Future outlook of semiconductor stocks (3) Introduction of promising sectors and stocks.
①This will be conducted as a premium live event, so only users who have opened an account can watch. ②Open an account now to make a reservation for viewing >>https://j.moomoo.com/01BcFW

「Blackwell's production is moving 'full speed ahead.' This quarter, we plan to ship more Blackwell units than previously estimated.
$NVIDIA (NVDA.US)$Jensun Huan, CEO of Jensen, will address the concerns about delays caused by the overheating issues at Blackwell in the earnings call on November 20.Dismissing concerns of delays due to the overheating issue at Blackwell.However, the stock price fell by 2.1% in after-hours trading.after hours trading fell by 2.1%Indeed. The mostThe decline rate is limitedcan also be said.
The followingstrength and weakness factorsare believed to have influenced the stock price.
Weak factors:3Q results significantly exceeded expectations, but the focus is on:4Q revenue guidanceFinancial estimates remained slightly higher than expected. With Blackwell's shipment beginning, some investors were expecting a significant upward revision in guidance.
Strong factors:Regarding concerns about Blackwell delays,Regarding this, CEO Jensen Huang indicated that everything is progressing as scheduled without any delays.Dismissed the concerns.and suppressed the downside of the stock price. However,it did not reach strong guidance, so as a result, the stock price declined slightly.ため、結果として株価は小幅ながら下落した。
Earnings Highlights
●Thank you（8-...

$Arm Holdings (ARM.US)$
Since ARM's 2Q financial results have been released, I will provide an explanation. In conclusion, while the sales were better than expected, the guidance was conservative and the stock price fell after hours. However, I believe that in the long term, there is considerable potential. I think ARM is quite undervalued among various AI semiconductor stocks, and if you can wait until around 2029, the stock price has the potential to increase by 2.5 to 5 times. There are three reasons for this: firstly, the explosive growth of the AI market. There are varying views from research institutions, but the annual growth rate is between 20-40%. Secondly, the rise of AI smartphones (half of the shipments are expected to be AI smartphones by 2027). And the third reason is the increase in royalty income from ARM's v9 architecture optimized for AI (from 1.7% to 4%). Considering these three reasons, it is believed that the large vessel of AI will grow, within which AI smartphones will expand, and within that, ARM dominating the chip blueprints will grow, with high royalty income leading to an increase in profit margin. Even assuming a conservative 20% growth in the AI market itself, it would double in 5 years. Being in the most important position within this, ARM would at least be connected to that logic. it would be quite difficult for anyone other than ARM to take the share of AI smartphone architecture from now on. Therefore, personally I own shares of ARM, and I would like to continue supporting it. However, everyone, please do not take my word for it verbatim, as investing is at your own risk.