$WeRide (WRD.US)$
The circuit breaker has been triggered, it's been a while since I've seen it. The market fluctuations are too intense, comparable to the period of MicroStrategy and quantum Computer related stocks.

「Is the era of M7 coming to an end?」
Since the beginning of the year, the stock prices of the seven major US tech companies, M7 (Magnificent 7), have been buzzing, especially.The recovery after the DeepSeek shock is sluggish.As a result, discussions like this are becoming active lately. On February 11,Barron's（Barron's）は「M7の支配は終わり。株を売るべき時が来た理由は？」と題した記事を、UOwl.The Wall Street Journal.（WSJ）は「マグニフィセント7はもう古い？今年の注目は現金還元株」と題した記事をそれぞれ掲載した。
Discussions about the "dominance" and superiority of M7 have taken place in the past, but the reason it is attracting more attention recently is because of this.The impact of the DeepSeek shock.It is believed to be.For the past two years.in which, $NVIDIA (NVDA.US)$ M7, represented by this, has been leading the AI market, but that is as follows.PremiseIn other words, to win the AI race.The construction of high-performance AI models is necessary, and for that, large-scale capital investment and time are essential.The prospect of monetization comes first.However, a relatively high valuation is within the acceptable range.So,That is the situation.Nevertheless,However,Nonetheless,De...

$Applovin (APP.US)$
The earnings report for the app was yesterday, but it could not be reviewed due to work commitments.
And in the morning, when a friend checked for me, it seemed to be $380.
It seems that the earnings report was good, but it hasn't risen much considering that.
I expected the earnings report to be good, so my expectation was over $425.
That's why I was disappointed.
However, now, watching in real time, it is in the $484 range.
Great!
It would be great if it could go up to $510 like this (greedy).
Checking the Single Option demand, there is a line at $565 for the expiration date of March 28.
I definitely want to see it break through $500.
Show up those who decided not to include it in the S&P 500.
"The strong are indeed the strong."
Wishing you all good returns.

Yesterday, the CPI was announced, and although it was dropping quite a bit in pre-market, as the session opened, it regained its value. My portfolio ended up mostly higher after all the ups and downs. Taking advantage of the sharp rise in both US and Japanese stocks, yesterday was quite a profitable day with a significant increase in prices.
$AI Fusion Capital Group (254A.JP)$ Stop limit achieved. The stocks I bought surged, and even more so reaching the stop limit, which doesn't happen often, so I'm genuinely happy.
$BigBear.ai Holdings (BBAI.US)$ Started from the bottom, but then quickly surged. It has regained the recent high. The key level of $10 is near, so there may be a temporary stagnation, but I plan to leave it as my position is small.
And two stocks in my portfolio also reached their earnings reports.
$Robinhood (HOOD.US)$ Rapid surge in after-hours trading due to good earnings.
$Reddit (RDDT.US)$ After-hours steep decline due to earnings miss.
Although both stocks had similar Candlestick charts, their financial results turned out to be completely opposite. If both had been mistakes, I would have been quite disheartened, but they offset each other, so my mind is calm. Well, holding over the financial results is Gambling, isn't it?
...

$OSE Nikkei 225 Futures(MAR5) (NK225main.JP)$
Recently, the Nikkei average has been increasing by around 250 to 300 yen in Futures, and it is not uncommon for it to turn negative. Conversely, the Nikkei Futures have become slightly weak and even with a decline in US stocks, they have increasingly turned positive. Unlike before, if there is a trend of a weak yen, it has become less likely to attract buyers. If the fluctuations in long-term interest rates and geopolitical risks are within Financial Estimates, they have less impact on stock prices. The Trump market is still unpredictable. I just want to have a little hope in Mr. Ishiba.