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とるねこ Male ID: 182496202
株価と業績ギャップある銘柄について分析していきます!ラインoc とるねこの不思議な株式もよろしくです!
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    $Meta Platforms(META.US)$
     I saw this fraudulent advertisement on Instagram today, but even though you can tell it's a fraudulent advertisement just by looking at it quickly for screening, isn't there a point of view that Meta companies that have been left unattended are at risk of their activities being regulated by the government in the Japanese market?
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    Meta's “fraudulent advertisement” that made Yusaku Maezawa furious was dangerous... the full story of “investment fraud” that deceived a former famous politician https://gendai.media/articles/-/128452
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    とるねこ liked and commented on
    $NVIDIA(NVDA.US)$
    $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$
    This is not investment advice; it is just one person's opinion.
    There are many opinions that Friday's large shadow line has bottomed out with this, but I think the opposite is rather the opposite.
    Speaking of why, the line that quickly broke through the 800 mark like this, and the 780, which is said to be an important support, is a trend-disrupting line (both technically and in terms of investor psychology). In other words, it is safe to think that the upward trend that has continued for several months until now has already ended, and unless the financial results (especially guidance) of high-tech stocks ahead of next week are much better, I think the decline will continue with a high probability.
    If you bought it under 430, there may be no problem with holding it, but if you bought it at a higher price... please make your own judgement.
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    $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US)$ Isn't the current state of affairs very good about this product from before? It is written as I think everyone has a different way of thinking about investment, so of course I don't want to deny it. Why would you buy this product in the current environment? I think the moment buyers gather is probably the timing where everyone expects “rapid interest rate cuts will be necessary,” but the current situation is the exact opposite, isn't it? If the way of thinking is that interest rate cuts are close, I understand that buyers flock to gold and emerging countries, but this product, which originally leverages bonds that have relatively little price movement and are often bought with a hedging mindset, is extremely difficult, and I think it is extremely dangerous if the assumptions are blurred. I used to be a holder of this product, so I wonder if there was a drastic cut in interest rates last year? I was buying it because I thought about it, but when I looked at the indicators, it became suspicious, so I sold everything as of the end of the year. Aren't interest rate cuts coming now in the future? Considering that expectation and global political instability, gold mining stocks are more possible if you take risks...
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    $JIG-SAW(3914.JP)$
    At the general meeting of shareholders, according to the president, AWS's expansion into data centers has had a pretty big impact on Jigsaw, and Google Cloud monitoring is also having a pretty strong impact.
    The IoT security policy of the Ministry of Economy, Trade and Industry that Jigsaw has continued for a long time has finally been institutionalized. A huge spread can be expected from now on.
    The joint venture with SBI already has multiple client PJs running, and there is considerable demand
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    とるねこ commented on
    $SanBio(4592.JP)$
    Since the manufacturing method of Sunbio is different between an investigational drug and a mass-produced drug, an order has been received from the Ministry of Health, Labor, and Welfare to prove whether it is the same drug. However, even with the same manufacturing method, the effects of regenerative medicine drugs vary, and it is difficult to maintain homogeneity in quality, let alone a level where it is theoretically impossible if the manufacturing methods are different. When it comes to that, it is a study that assumes the worst pattern of re-testing from scratch using the current manufacturing method, the additional cost is about 30 billion, and the stop is cheap because of the calculation that takes 4 years.
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    $Enechange(4169.JP)$
    Allegations of fraud other than the SPC scheme were discovered at IR on the night of 3.29. It will be affected by 2022, and there is actually a possibility that the debt will be exceeded. Delisting and banks' loss of maturing profits have become quite accurate. It should be done as soon as possible. Never carry anything over.
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    とるねこ commented on
    $Enechange(4169.JP)$
    Summarizing the facts announced by Energy Change, it is fraudulent accounting in which SPC, which should have been consolidated, was removed from consolidation, the deficit was transferred to the SPC, and in terms of disclosure, sales and profits were growing. If it is judged to be a false settlement by the Tokyo Stock Exchange, the possibility of delisting will naturally increase. Furthermore, if consolidated, losses will expand close to 1 billion dollars, so there is a mass of risk that the company will end with excess debt, short funds, huge warrants, MSCB, return of investment funds to the country, lump-sum repayment of bank loans, securities lawsuits, and the end of the company. You should run away as soon as possible.
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    $QD Laser(6613.JP)$
    iOWN member Iocore makes quantum dot connectors, and what is exclusively supplying them is QD lasers, and Iocore has succeeded in developing an immersion system that is next-generation data center technology with NTTDATA, that is, Io Core connectors, or QD chips, are used in data centers and smartphones. Tens of millions to hundreds of millions are needed every year. A story about what would happen if the gross margin was 1000 yen or something
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    $JIG-SAW(3914.JP)$
    It's finally out! Operating profit margins have doubled due to generative AI, and new businesses are going well. It's a brand that might turn big, so now. Our partners and locations are also top notch...
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