Hello everyone~
Defense brands such as Mitsubishi Heavy Industries and IHI were up quite a bit today. It's about time I want to get involved too.
Well, today's increase or decrease in stocks held is like this.
Since Fuji Electric was sold, what we currently own is 8 brands.
So let's take a look at them one by one.
First, Palantia $Palantir(PLTR.US)$ Right. +2.14%. I thought today would be the biggest increase among Tesla's holdings, but the results were surprising. I want it to go up like this.
Tesla next $Tesla(TSLA.US)$ That's it. One of Trump's promises was to impose high tariffs on foreign products (especially Chinese automobiles), and I think it rose because Mr. Elon supports Mr. Trump.
When I took a quick look at the stock price before going to bed, it had risen by about 6%, and I was looking forward to it, but it didn't go as expected ()
Apple $Apple(AAPL.US)$ is still as strong as ever...

$Palantir(PLTR.US)$
I was told this morning that the nemesis to be reunited after a few years, 29.29$ is the strongest resistance line for Para-chan Well, you usually crouch down once before jumping over it. If you just plunge it in, it will bounce back Momentum is strong when we get out. Well, maybe I'll buy it again.

Apple rose last night 🍎 Apple clearly has a clean and strong chart among US stocks.
I cut the alphabet and NVIDIA last night
$Direxion Daily AAPL Bull 2X Shares(AAPU.US)$
$Eli Lilly and Co(LLY.US)$
$Arista Networks(ANET.US)$
I bought more. Apple and Eli Lilly are the top two in my portfolio right now, and I'm happy that these have continued to rise ☺️
Today's Japanese market was the next business day after the drastic decline, but it has risen for the time being ☺️ The Nikkei Average index is slow, but some stocks have exploded. Defense stocks and Apple suppliers were particularly strong today.
Mitsubishi Heavy Industries and the like sank last week, but it was a sharp rise today, probably in response to Mr. Trump's incident ⤴️ I think this will start a sharp rise again, and the chart is more beautiful this time $IHI(7013.JP)$ I bought it.
Also, since Apple rose last night, Taiyo Yuden, Murata...

$Nu Holdings(NU.US)$
Brazil's inflation rate remains high at 5.79% in December 2023. This is far above the central bank's target limit of 3.25% ± 1.5%.
Central banks are implementing interest rate increases to control inflation. Interest rates have been raised 13 times in a row since 2022/3, and the policy interest rate has been raised to 13.25%.
However, interest rate hikes have also raised concerns about an economic slowdown. How to balance inflation control and economic growth has become an issue for central banks.
I wonder if it will explode when this inflation is suppressed and interest rate cuts begin.

Crude oil futures weaken slightly, supporting observations of lower US interest rates due to concerns surrounding Chinese demand
July 16, 2024 at 10:06 AM GMT+9 (some excerpts)
Crude oil futures declined slightly during Asian time. Concerns that the slowdown in the Chinese economy will put pressure on demand have become serious. However, there is a growing view that the US Federal Reserve (FRB) will start cutting interest rates as early as September, and the range of decline is limited.
As of 0021 GMT (9:21 a.m. Japan time), North Sea Brent futures are 0.09 dollars (0.1%) lower per barrel = 84.76 dollars, and US WTI crude oil futures are 0.13 dollars (0.2%) lower at 81.78 dollars.

[Market Eye] Stocks: The Nikkei Average rebounded in the previous market, and there was also a reaction of continuing drastic depreciation of Trump's trade
July 16, 2024 11:49 AM GMT+9 (some excerpts)
The Nikkei Average rebounded in the front, and there was also a reaction of the Trump Trade Continuation Drastic Depreciation
The Nikkei Average rebounded to 41,399 yen 72 yen, 209 yen 04 yen higher than the previous business day in the Tokyo stock market. The Nikkei Average depreciated by over 1000 yen the previous weekend, and purchases aimed at an autonomous rebound began. In response to the shooting incident of former President Trump, there was also a continuation of the “Trump Trade,” which incorporates his re-election in the presidential election, and financial stocks and defense-related matters have remained steady.
The Nikkei Average started at 176 yen higher than the previous business day, then expanded the range of increases, and rose to 401,520 yen 07 yen, which was 329 yen higher at the beginning of the front market. A corner of high-tech stocks, which contributed greatly to the index, rose, and financial stocks and energy-related stocks remained steady. However, the buying momentum did not continue, and the increase gradually decreased, and the development of going back and forth continued until the first half of the market.

$NVIDIA(NVDA.US)$ TSMC's 2Q financial results will be announced this week, so I wonder if it's up for the weekend ⬆. Should TSMC be 1Q? Since it was financial results, the market became sensitive, and most of the stock prices after settlement of other companies after that were scattered, but NVDA's 1Q financial results were undisputed, and the stock prices after settlement were as everyone knows. If you look at monthly sales for the 2nd quarter of TSMC, especially in May and June, they gave amazing numbers, so I think it's fine. Other companies don't have a track record. NVDA is the driver of this AI market and the stock price has risen so much, so I think there are people who are freaked out thinking that it is expensive, but I think it will produce financial results that exceed analysts' expectations for a while. It was up at the split festival, so when it went down, negative posts stood out, and there was too much fuss. If you have unrealized benefits, don't be overjoyed or disappointed. I hope the board doesn't get rough.