$Arm Holdings (ARM.US)$ 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...

$Direxion Daily NVDA Bull 2X Shares (NVDU.US)$ 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.

$Arm Holdings (ARM.US)$
I want it to increase by $20 each month, aiming to reach $220 by around March. I own almost 50 times as many ARM shares as SoftBank Group. At SoftBank Group, ARM is treated as a subsidiary, and its stock price seems to be linked to ARM despite its revenue accounting for around 10%. If ARM achieves my dream rise, SoftBank Group's stock price will reach around 13,000 yen. Moomoo Securities has highlighted an article on ARM's target stock price of $100, but I thought it was just a story of aiming for a big win. It seems like that was the correct decision.

$SoftBank Group (9984.JP)$
Investing in OpenAI is warmly welcomed.
When the Nikkei Average fell by about 4,000 yen on August 4, I sold about 80% of my shares. It was quite a loss, with most of my investments in semiconductor companies and no information on other companies. I thought there might be a rebound after the decline, and considered buying stocks, but I couldn't find any investment opportunities. The conclusion I came to was to follow Mr. Masayoshi Son. While I haven't bought SoftBank in the past 10 years, I decided to focus my investments on SoftBank Group. I didn't know much about the company and was unaware that it owned 88% of ARM shares.
Thanks to the surge in semiconductor companies from January to April, I was still doing well even during the downturn in August. Looking at the news now, I deeply feel that it was the right decision.
Recently, ARM's stock price has been moving a bit differently, and I didn't understand the reason behind it. Now it makes sense.

Looking forward to good information about 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 a deposit account, then invested in funds and made about 10% profit. I secure half of the winnings and invest the remaining half. With expectations for AI, I am currently mainly investing in Softbank Group Co. Using the moomoo securities account to monitor Softbank Group Co.'s stock price, I have purchased about 10% of the total investment amount in NVDA, ARM, and others. For the first time this year with NISA, both my wife and I bought 1,300 shares of Sosionext and made a profit of 1.5 million yen when it was a good time. Selling almost all stocks at their highest prices is the reason for this year's profit. As for NISA, they say 2026 is the real deal, so we have not sold yet and are currently at a loss of 1.4 million yen. I started buying more again around 2,800 yen, hoping for a rebound, but still in the negative direction. Blackrock has a shareholding of over 6%, so I am relatively comfortable waiting for an increase. Sosionext is predominantly in the automotive semiconductors sector, but if 2 nanometers are completed, there is information indicating only Intel and ARM, so there may be an increase in demand for autos and expectations for involvement in AI-related designs. Hang in there! ‼️