$NEXT FUNDS Nikkei 225 ETF (1321.JP)$
This is the market's response to Mr. Ueda, whose government interfered with the Bank of Japan and then followed
Mr. Ueda, who was compared to Mr. Powell's answer, will leave a mark on history
Where is dementia that says interest rates are raised amid negative GDP and negative real wages, and yet they are still going to raise them

$Tesla (TSLA.US)$ A financial results briefing for the 2nd quarter of 2024 is scheduled to be held at 6:30 a.m. on 2024/7/24 (Wednesday) Japan time. This briefing sessionIn subtitle translation formatIt will be distributed. If you would like to watch it,“reservation”Click on the button.
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Flow of funds into AI semiconductor-related stocksI can't stop. Rice leading the industry globally $NVIDIA (NVDA.US)$The total market value of is the 5th of this month for the first time as a semiconductor companyExceed 3 trillion dollars (approximately 490 trillion yen)I did it. The spread of AI semiconductorsdatacenterYaElectric powerSince it is accompanied by an increase in demand such asAt the foot of the hunthas spread greatly. The year-to-date rate of increase is already before the end of the first half of '24130%There are also domestic-related stocks that exceed (about 2.3 times). In addition to checking these strongest stocks, we also searched for stocks and contrarian stocks that seem to still be possible to enter.
The 4 strongest stocks that have risen 80% since the beginning of the year!
In the first half of this yearOverwhelming momentumThere are the following 4 stocks, and stock pricesOver 80% increase year to dateDoing it.
◆ $SAKURA Internet (3778.JP)$
Expectations for collaboration with NVIDIA
A major independent data center company. Sojitz holds 29.64% of the company's shares. We plan to invest 100 billion yen in developing infrastructure for generative AI using NVIDIA GPUs. Government cloud provision business...

$Nitori Holdings (9843.JP)$ I wonder if it will be difficult to rise up here! If the depreciation of the yen still progresses, the industry that makes and imports in Southeast Asia won't grow! The attached islands are made overseas and sold overseas! More importantly, it probably means making it in an emerging country and selling it in developed countries! Good luck Nitori! I thought I had bought it at the bottom and there was even more bottom! worst!

$Astera Labs (ALAB.US)$
PMI (Purchasing Managers Index) deteriorated! High-tech stocks plummeted due to rekindling inflation!
Raging sales from institutional investors will begin from here until the end of the month.
This means that the long-awaited place to buy (for blue-chip stocks) will come. Well, I'll buy more Astellas.
High-tech stocks that have been bought recently are falling across the board, so what are we going to do with our immediate strategy? It's time to think.