On March 5, 2025, at 11 a.m. Japan time (Wednesday), President Trump's joint congressional address is attracting attention in the global financial markets.
The main focus points are as follows.
1. Strengthening tariffs against Mexico, Canada, and China.
2. Large-scale infrastructure investment plan
3. Technological competition with China
4. Reevaluation of the fossil fuel industry
This speech could represent an important turning point for the financial markets in 2025. With market fluctuations expected, careful determination is required on how investors should position themselves. Please be sure to watch the live broadcast.
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Initially, NVIDIA's GeForce RTX 5090 faced severe shortages and soaring prices, but supply is expected to increase significantly. Following a slowdown in demand for AI GPUs, NVIDIA is shifting production lines to gaming GPUs. Reports indicate that market conditions will improve in a few weeks to about a month.
Supply of RTX 5090 is set to increase significantly.
There may be improvements in the supply situation of NVIDIA's latest high-end GPU, GeForce RTX 5090. Notable leaker MEGAsizeGPU claims that the production of the RTX 5090's GPU, GB202, has increased significantly, stating that "supply will become very abundant soon."
MEGAsizeGPU reports that at least one AIB (Add-in Board) partner already holds a "large number of cards." This suggests that NVIDIA is significantly increasing the supply of the RTX 5090. MEGAsizeGPU anticipates that the increase in supply will reach consumers in about a month.

Mr. Donald Trump won the victory in the 2024 American presidential election and was elected as the 47th President. He is scheduled to deliver his inauguration speech at 1:30 am on January 21, 2025, Japan time. This will mark Mr. Trump's second term as President of the United States. During his victory speech in the presidential election, Mr. Trump vowed During his victory speech in the presidential election, he declared the dawn of the American golden age.I promise, I will run that. That is the basic policy of my administration. We will definitely fulfill our campaign promises. Pledged to run and fulfill it. That is the basic policy of my administration. We will definitely realize our promises.
With the Republican party regaining the majority in the Senate, it is expected that support for Trump's policy issues in Congress will significantly expand. In his inaugural speech this time, Will a specific roadmap towards achieving these goals be outlined?Attention is focused.
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