$Tokyo Electron (8035.JP)$
Yoshitaka Takayama, a researcher at the Japan Institute of International Affairs who is well-versed in export control, points out, "Preventing the outflow of technological goods produced using the country's funds is an inevitable trend globally."
There is a growing movement globally to protect one's own technology, with stricter regulations overseas. In South Korea, companies are allowed to restrict employees with expertise in important technologies such as semiconductors set by the government from transferring to other companies. In Taiwan, individuals involved in crucial technologies need permission from authorities to travel to mainland China.
Subsidies for preventing technology transfer in five fields including semiconductors and machinery.
For example, in semiconductors, as a rule, when increasing production in other countries for advanced products equivalent to circuit line widths of less than 30 nanometers (nano is 1 billionth of a meter), prior consultation is required for a production increase of 5% or more for cutting-edge semiconductors, and 10% or more for legacy semiconductors. In case of violation of the guardrail clause, there may be requests for subsidy repayment.
$Advantest (6857.JP)$
In the afternoon, the market is gradually falling again and heading towards today's closing low.
I won't buy more today, but if it falls again tomorrow, I'll cry.
After all, today...

$C3.ai (AI.US)$
If new companies that are interested in c3 generative AI contract and also contract other services, the ideal situation would be for the sales to increase explosively.
So it would be even better if the companies that have contracted c3 generative AI so far are new customers who have never contracted before. At least that is not the case at present.
They emphasize the growth rate of the federal sector, similar to what PLTR is doing.
If the growth of the government sector is impressive, emphasize that. If the growth of the private sector is impressive, emphasize that.
However, considering that the overall sales growth rate is in the 20% range, if the growth of the government sector is strong and exceeds that, it means that the growth of the private sector is below the overall average of 20%.
That being said, it's not quite hitting the guidance, but personally I think it's on the better side of c3ai's recent earnings.

$Chevron (CVX.US)$
On April 12, a long lower shadow candlestick indicates that selling pressure to take profits has outweighed buying pressure, resulting in a significant drop.
In other words, it's a peak. Afterwards, on the 15th, although not as significant, another long upper shadow candlestick indicates that a certain percentage of people who panicked sold. The following day, the 16th, saw a gap down but with a lower shadow candlestick, showing a substantial drop initially halted and then recovered slightly with a negative comparison to the previous day. This suggests a weakening bearish momentum.
Since the finances are solid here, most things are usually fine.
With money, you can start any other business.
In that sense, even Tesla is okay, but Tesla doesn't have dividends.
It's almost certain that President Trump, who dislikes EVs, will take office, so the trend is shifting from EVs to hybrids. You can adjust oil production up and down as much as you want and conduct price surveys.
It seems that in April, there was more harm from short selling than from Tesla, so Chevron, which still held up, is a buy.
My perspective has changed since six months ago.
Personally, I would buy without hesitation if it's in the $160 range. I will wait and see in the $161 range.
Hess Corp shareholders approved the merger with Chevron.

$Bank of America (BAC.US)$ Bank of America Corp (BofA) announced on the 12th that its fourth quarter 2023 net profit decreased significantly from $7.1 billion in the same period last year to $3.1 billion. This was due to the impact of booking $3.7 billion in temporary expenses.
Earnings per share decreased significantly from $0.85 in the same period last year to $0.35. Earnings per share, excluding two temporary expenses such as replenishment of funds for bank failures, were $0.70, slightly exceeding the financial estimates compiled by LSEG of $0.68.
The trading and investment banking divisions performed well, with the fourth quarter trading division revenue increasing by 1% to $3.8 billion compared to the same period last year. Stock income surged by 12%. The investment banking division's fee income increased by 7% to $1.1 billion. Net interest income (NII) decreased by 5% to $13.9 billion.
I thought it was a great sale when it was around $25 at the beginning of last October, so I bought more. I should have bought even more.
Of course, there was a considerable unrealized loss at that time.
In terms of yen conversion, it's positive, and it's good because of the dividends, but I kept it positive in dollars.

$Mitsui O.S.K. Lines (9104.JP)$ Even though I advised that both UFJ and others are falling and rising, those who were blinded by temporary gains and shouted about stock prices that didn't go anywhere, what are they? (laughs)
In November 2022, a senior analyst at Mitsubishi UFJ Morgan Stanley Securities expressed the view of 'sell at 2600 yen', but the current stock price has more than doubled in the opposite direction.
In an article in today's Nikkei stating 'marine shipping stocks hit a three-month high', analysts from SBI, Rakuten, and au Kabucom are providing comments, but unfortunately, the great senior analyst whom we were eagerly awaiting for insights and opinions did not provide any comments.
Mitsui O.S.K. Lines---aims to have 25 vessels equipped with Wind Challenger by 2030.

$DyDo Group Holdings (2590.JP)$ The PER for beverage brands is too high.
Make up for the deficit by selling our stock at a high price
Like Itoen, the drink sector is also kind of tough.
Consolidated net sales were 53.1164 million yen (up 12.9% from the same period last year), and consolidated operating loss was 611 million yen (operating loss of 539 million yen for the same period last year)
Consolidated ordinary loss was 1,291 million yen (ordinary loss of 442 million yen for the same period last year), and quarterly net profit attributable to parent company shareholders was 3.46 billion yen (quarterly net loss attributable to parent company shareholders of 296 million yen for the same period last year)
that's no good!
I bought it at the closing price of 2691 yen and the moment I saw the financial results bulletin, I immediately cut my losses at 2650 yen on PTS, but if tomorrow's side is 2550 yen or less, I'll buy it on my side

$Exxon Mobil (XOM.US)$
The stock with the highest premium for Call trading in the US stock market on Monday is here.
So I entered at 116.5 in after-hours (AH).
I bought the original stock because the options are not open at that time.
Pioneer's review by Exxon Mobil seems to have increased sharply at once.
Does an average acquisition price of 0 mean that all stock prices become profits, and taxes will be levied here?
There was a report on the prospect of acquisition obtaining FTC approval on the 1st of this month.
Considering the lingering tensions in the Middle East region and the evolving situation in Ukraine, it seems there may be more volatility, so I believe that acquisitions of domestic interests in the USA by American oil majors will turn out well.
The Norwegian government-funded fund opposes the reappointment of Exxon directors.

$Disco (6146.JP)$ If you don't engage in short selling, the stock price won't go up. A skilled trader who operated their own fund through Morgan Stanley, far surpassing the scale of short selling in Japan's margin financing and securities lending, buys data from vendors about the balance of lent stocks in the overseas Japanese stock lending market before initiating a short sell.
It's reckless to engage in short selling without sufficient information.
$Advantest (6857.JP)$
Today is a day of observing the situation, as the closing price of the NY market on Friday means it's closed today, and ahead of the release of the USA economic index.
It's trending positively, but it's nothing unusual. Today will end in quiet trading.
With NVIDIA's earnings announcement, especially without any bullish news, profit-taking selling continues.
For now, adjusting to the 25-day moving average, there might be an adjustment down to 50,000 yen.
Following suit with the bullish trend of buying, such as Adtest and Disco, USA's NVIDIA is advancing towards its all-time high.

$Sumitomo Mitsui Financial Group (8316.JP)$ It definitely looks like a correction.
The closing price of 9789 is higher than today's high and low midpoint of 9750.5, so the buying strategy of buying the dips is somewhat dominant.
Exciting~~.
Despite the New York Dow Inc and Nikkei futures declining due to the PMI rising, it ended here with just a one yen decrease.
This place is popular and too strong!
Even though I wanted to buy on the dips, I couldn't. I regret not buying more. It is expected to rise again from next week.

$Amazon (AMZN.US)$ This year,An increase of 20% or moreAnd it was performing well. But this is probably just the beginning of a bigger movement.
Amazon's business was beginning to change into something investors had never seen before, and that was great news.
Amazon Web Services' growth is back
Amazon Web Services (AWS) is Amazon's cloud computing business. This product allows clients to rent compute space from Amazon and run workloads in the cloud. This will become a popular strategy, and customers will be able to scale up or down their computing capacity as needed. There is currently a huge demand as many companies are looking to create AI models to run their businesses more efficiently.
Unfortunately, AWS was unable to feel this demand throughout 2023, but competitors Google Cloud and Microsoft Azure felt it. But...