27日の自民党総裁選で次期首相に石破茂元幹事長が就任する見通しとなったことを受けて、週明け30日の市場は大きく動いた。為替レートは1ドル＝141円台となり、27日の開票前と比べて最大5円近く円高に振れた。日経平均株価は27日終値比で4.8％減、1900円以上の大幅下落となった。金利は10年国債の利回りが約6％上昇するなど、価格を大きく下げている。
市場全体でみると「石破ショック」とも言われる逆風となったが、逆行してストップ高になった銘柄もある。これまでの石破氏の発言から、“追い風”になりそうな業種・銘柄に買いが大きく入った。今後も株価上昇が期待できる「石破銘柄」を、5つのテーマからピックアップする。
The 3 main themes that are highly likely to be the focus of Mr. Ishiba's policies
Regional revitalization
Tottori Prefecture is a stronghold.Mr. Ishiba, in 2014,assumed the position of the first Minister for Regional Revitalization投資家は過度に楽観視することはできないHis own catchphrase is "regional revitalization, Japan revitalization, Shigeru Ishiba"for the purpose of regional revitalization,Advocating for companies to expand into rural areas, secure talent in rural areas, and promote digitalization.In this election...

$NVIDIA (NVDA.US)$
From this morning's Mosate 📺
I am not very worried about the decline in semiconductor stocks from a long-term perspective. The regulations against China intensified during the previous Trump administration and have been ongoing for many years, but the demand is expanding more than the headwinds, significantly outperforming the S&P 500 even under that administration.
Earnings reports of major high-tech companies will start from Alphabet next week, disclosing the amount of capital investment leading to semiconductor demand.
Demand for semiconductors is still strong, especially in the AI ​​sector. It is expected that repurchases will increase as the focus shifts back to strong performance following the earnings reports.
I bought nvidia shares in February this year. Endured the tough April. Will endure this month too! Looking forward to TSMC's earnings reports.
Please 🙏 📈✨✨

$NVIDIA (NVDA.US)$
Next week and into the middle of June, there are many related events that are expected to trigger a reversal.
In May, there will be image-related events, and in June, there will be Apple's developer event and Broadcom's earnings announcement.
Both are representative stocks in the AI industry and are seen as opportunities to overcome the stagnation that came after the earnings season.
Quoted from this morning's Morning Satellite 📺 Please, 🙏

$NVIDIA (NVDA.US)$
There was an explanation of Nvidia on this morning's Morning Satellite 📺
The estimated PE is not expensive at 35, the AI semiconductor technology is unbeatable and the leadership is solid, the analysts are bullish, and the recent heavy price movement is due to the retreat of rate cut expectations and profit-taking by investors
It would be nice to have a surprise 📈✨

$NVIDIA (NVDA.US)$
For the past few days, the decline has been continuing, right? 💦 I never expected it to drop this much!
According to this morning's Mosate 📺, it seems to be profit-taking selling. Is it in the process of adjustment? Will the flow change with today's Consumer Price Index (CPI)? God, Buddhas, Nvidia! Please 🙏
Money from all over the world is flowing into Nvidia 📈✨

As the title suggests, SK Hynix will operate a semiconductor package factory in the US for 28 years.
Isn't it a little too late to start operation in 2028? I also feel that the supply of AI semiconductors was already widespread by that time.
$Micron Technology (MU.US)$ It probably has the meaning of not falling behind the Americans, etc.
$NVIDIA (NVDA.US)$Related news
SK Hynix to operate semiconductor package factory in the US for 28 years = WSJ

$NVIDIA (NVDA.US)$
It did not plummet, it returned to the stock price forecasted a few days ago!! (nvidia holders are team friends).
On the 18th, 900-920.
On the 19th, 920-950.
From the 20th to the latter half of the month, hold at 950-960.
I would be happy if it touches $1000 in April, but I find such rapid increases scary, so I hope for $1000 around June while being cautious. I would be happy if it reaches $1200 by the end of the year.
I do not want stock splits too much..

$Super Micro Computer (SMCI.US)$Recorded nearly a 300% increase, bringing huge profits to shareholders.
History of Super Micro Computer
Investors familiar with Ultra Micro Computers know that the company's business strategy lies in providing high-performance and energy-efficient server solutions to a wide range of industries. The company targets industries with high computing demand such as cloud computing, artificial intelligence, and big data analytics.
Ultra Micro Computers are known for their ability to quickly adapt to the new developments in the server component market. With connections to major industry players, the company can access products utilizing the latest CPUs and other advanced technologies ahead of its competitors. Furthermore, their server solutions are highly customizable, allowing customers to tailor systems to specific needs.
In order to lead the forefront of the times, super microcomputers are dedicated to research and development...