$Oklo Inc (OKLO.US)$ After the Earnings Reports, there were no materials other than the reduction of the deficit, so it was sold off, but the stock price surged during the trading session. This welcome buying for the reduced deficit is probably more about a rebound after a long period of selling without any Indicators.I have invested in all the Micro Reactors in OKLO, but I am relieved that there has been no guidance on commercialization.OKLO's earnings report was on the last business day of March before going public, but this year it is a week earlier. I believe the comprehensive license COL for the design, construction, and operation of OKLO Aurora, which aims for operation in 2027, is now ready. Newske has obtained design approval, but the mention of COL this time has been passed over. A large point is which one will commercialize first, OKLO Aurora or Newske Voygr, as they are conceptually close. In January, OKLO submitted a Licensing Project Plan for commercialization, and its evaluation by participating in the Energy Department's voucher program serves as evidence that the plan is being acknowledged and is closer to commercialization. It is expected that they will announce in the earnings guidance that they have applied for or are prepared for the COL application in order to be selected as a partner for the Stargate project ahead. If the COL application is made before the operation target of 2029 for Voygr, it may lead to a significant leap in stock price. Particularly, construction incurs enormous costs, but the stock price, which has dropped to nearly half from its peak, is likely aimed at pushing funding growth. Whether it will actually be announced or whether the stock price will soar is uncertain in this unstable market, but hopefully, if the details of tariffs are out by the 24th, the market will settle down reasonably. Until both the COL application and Stargate are obtained, they won't let go!

$NVIDIA (NVDA.US)$
Involvement in acquiring US Semiconductors by DeepSeek, indicted in Singapore: Japan Economic Newspaper.
https://www.nikkei.com/article/DGXZQOGM282EB0Y5A220C2000000/

$Hims & Hers Health (HIMS.US)$
On February 21, the FDA declared that the supply shortage of semaglutide, a GLP-1 drug from Novo Nordisk A S Spons Adr (active ingredients of Ozempic and Wegovy), has been resolved, causing $HIMS's stock price to immediately drop by 26%. This is because the market perceived that the 'compound GLP-1' offered by $HIMS (a custom-made alternative drug) could lose its legal basis due to the resolution of the shortage. $HIMS had experienced rapid growth by offering this compound drug at a low cost, reaching sales of $0.4 billion 16 million, a 77% increase year-on-year in the third quarter of 2024, becoming a significant source of revenue. Particularly, the weight loss program recorded over $0.1 billion in annualized sales in less than a year since its launch.
Earnings Reports are scheduled for today, and it is speculated that they will be after February 24 based on the usual schedule. Therefore, the declaration of shortage resolution at this timing will create negative pressure in the short term. The market seems to be incorporating the worst-case scenario that 'sales of the compound drug will be zero,' and the drop in stock price reflects that anxiety. However, the actual impact is much more complex...

$Oklo Inc (OKLO.US)$ $Oklo Inc (OKLO.US)$ If the materials are thin from here until the financial results, the stock price may tend to stay flat.When grip strength weakens, I always reconfirm the future number of Datacenters and tightly hold onto OKLO stocks.In the future, the enormous increase in demand for Electrical Utilities can be attributed to the rapid growth of Datacenters, and it can even be said that the power for Datacenters is becoming excessive.As of March last year, the number of Datacenters in the USA exceeded 5,800, boasting the largest scale and number in the world, and it is expected to increase by about 1.5 times by 2030.If the increased demand in the future is met with reactor power generation, for large-scale Datacenters in the "Data Hall" class, it's between 35MK to 50MK, but current reactors are in excess supply from 500MK to 1GW. Moreover, Datacenters cannot be built just in numbers, but OKLO "Aurora" has two types of 15MK and 50MK, allowing for unit expansion according to Datacenter size, and being compact and underground, it's easy and safe to construct, with low costs and low selling electricity prices being its greatest advantages.In the future of Datacenters...

$IonQ Inc (IONQ.US)$
If it drops this much, it will be clear that it must be sold instead.
From the beginning, it has been viewed as a Gambling stock.
The earnings report is approaching, but having already dropped to this level, there is nothing to fear.
The more I think about whether it's a shakeout or just a lot of profit-taking, or whether I dislike crossing over the earnings report, the less I understand.
There is not much news here, and there are no noticeable negative factors, so there is no need to be pessimistic.
For ordinary stocks, this would be treated as a crash, but here it can easily move by about 10%. I believe it will head towards $50 again soon.
It is a popular Star Stock among individual investors, and even if it decreases, I see it at a level similar to when the leather jacket comments caused a drop, but we'll see.
It is not good to think about buying at the bottom and selling at the top. It is important to have the mindset of giving away the tails and heads.
Ultimately, if the goal is to reach three digits in the future and continue to rise like Palantir, then even if it's a high entry point now, it would still be a win.

$IonQ Inc (IONQ.US)$ We've already seen several significant hints within the first few days of taking office.Tariffs, illegal immigration, AI datacenters, electrical utilities, and the entire energy sector have surged, but individual stocks have seen mixed gains and some declines. Probably, with no further support, they won't rise anymore this year. There is no detailed mention of crucial semiconductor export regulations yet, but it will likely be addressed soon, and there will definitely be some comments on quantum as well. With caution about the FOMC not lowering interest rates, there are many short sells on deficit corporate stocks, so there is not much continuous rise at the moment, but money will indeed flow into energy and data center sectors for a while.However, there will definitely be references to this field soon, so I want to be prepared before that. It is absolutely certain that Trump will not let China lose in the quantum field.Now the remarks in the field of urgent response take precedence. Just because the order of remarks hasn't come yet doesn't mean it's not there at all! It's not already established to the extent of encompassing AI semiconductors, and it's not necessarily about the next generation anymore.

$IonQ Inc (IONQ.US)$
I don't really understand the psychology of people who panic sell.
Normally, I think it's a great buying opportunity when the market crashes.
After cutting losses, if the stock suddenly soars, individuals tend to panic and buy at high prices, only to cut losses again when it falls. Why do individual investors tend to repeat this pattern?
In the end, it's absurd to engage in investment behavior of buying high and selling low.
Perhaps hedge funds may set up another decline to trap individual investors who jumped in on buying at the return high.
After all, when it comes to stocks, isn't it better to have a strong grip from a long-term perspective? No, perhaps having a strong grip is what those without talent in stocks like me should hold in order to make time their ally.
Because, those who have passed away or those who haven't checked the stock movement at all after buying it tend to have the best investment performance.

$IonQ Inc (IONQ.US)$
#IONQ, +33.26%!
ionQ (#IONQ), #量子コンピューター,
COLLEGE PARK, MD-- (BUSINESS WIRE) --IonQ (NYSE: IONQ), an industry leader in quantum computing and networking, today announced a groundbreaking partnership with the University of Maryland and the State of Maryland.
Its purpose is to establish Maryland as the “Silicon Valley” of the quantum computing industry. The proposed effort aims to revitalize the US metropolitan area's growing quantum economy, provide access to IonQ's cutting-edge quantum technology, and dramatically enhance Maryland's workforce with new quantum-focused jobs.
https://investors.ionq.com/news/news-details/2025/State-of-Maryland-University-of-Maryland-Announce-1-Billion-Capital-of-Quantum-Initiative/default.aspx
...

$IonQ Inc (IONQ.US)$ It would be advisable to look at the development schedule. As Chapman says, if it is released as it is, this company might receive what kind of evaluation in a few years when it easily surpasses NVIDIA's AI technology? Looking forward to it.