$SoftBank Group (9984.JP)$ I thought I would sell if it broke through the previous 9842, but I couldn't resist and sold at 9800. The reason is that Son appeared in the media. Strangely, there is a jinx that when he appears at events such as general meetings, the stock price drops. I will buy again if it falls below 9000.

$Arm Holdings (ARM.US)$ During the stock price decline in early August, I mostly disposed of stocks that were mostly semiconductor companies and bought Softbank Group shares with over 80% of my investment amount in stocks intending to follow Mr. Son. At that time, I did not know the accurate information about the company, nor did I know that I owned 88% of ARM shares. Later, I tried to shift my investment to Japanese AI-related companies, but ended up with Softbank Group. It was the first time as a CEO that I bought shares, but it was in line with my expectations with the announcement of a 15 trillion yen investment in America, and a meeting with Mr. Trump, the Prime Minister I had not even met.

$Arm Holdings (ARM.US)$ On the day of the biggest drop in the Nikkei average in early August, I disposed of most of the semiconductor-centered stocks I held, believing that if it dropped by this much, it would return a little the next day, so I bought SOFTBANK GROUP trusting Masayoshi Son. After that, two AI-related Nobel Prizes were announced, and when I thought that there was only AI left for investment, based on my judgment as a Japanese stock investor, I considered SOFTBANK GROUP the closest, and currently concentrated all funds other than NISA stock investments into SOFTBANK GROUP. I bought NVDA stocks before the February earnings report for American stocks, chased after the rapid rise, but incurred losses since the day I bought the ETF that was heavily advertised by this brokerage and then sold everything. After that, I bought back a little before the August earnings report, and also bought some ARM stocks. Although the sales ratio of SOFTBANK GROUP is less than ARM's, its stock price moves in correlation with ARM's stock price. This brokerage firm extensively covered an article stating that when ARM's stock price reaches $100, but due to Masayoshi Son's passion for AI at SOFTBANK, I continued to buy SOFTBANK GROUP stocks, which have now become an incredible number, and I was thinking of reducing them a little...

There are two main trends in the current AI chip market. One isCommon GPUs (Graphics Processing Units)and the other isIt is a specific Application Specific Integrated Circuit (ASIC) specialized for specific purposes.NVIDIA holds an overwhelming market share in GPUs for datacenters. Specifically, NVIDIA holds over 90% of the share, effectively in a monopoly state. Although AMD also manufactures GPUs, the structure of NVIDIA's monopoly remains unchanged.
According to the earnings report for the third quarter of 2025 announced at the end of November. $NVIDIA (NVDA.US)$It is expected that the GPU shipments in 2025 will reach 6.5 million to 7 million units, with most of them being the latest.The upcoming NVIDIA GPU accelerator product "Blackwell", including the dominant H100 in the AI semiconductor market, has resolved the previously identified design flaws...Aiming for NVIDIA's throne! Intense competition in the high-tech giant's own AI chip development - 2 selected custom chip stocks to watch!

$Direxion Daily NVDA Bull 2X Shares (NVDU.US)$ Even though the overnight price is positive, the ETF price has dropped by $13. There is no explanation. Overseas investments are complicated with exchange rates. Starting from when the dollar exceeded ¥160, the initial foreign exchange losses were larger than the profit, making around ¥0.3 million profit before the NVDA earnings report at other Japanese securities companies, but when the profit and loss showed a loss of ¥0.3 million, selling it resulted in a decrease of about ¥0.7 million in assets at moomoo Securities. I can't help feeling like I'm being deceived by foreigners.