$NVIDIA (NVDA.US)$ Since last year, Big Tech has invested heavily in LLM data centers, starting with the question of whether returns can be obtained, and there have also been fever issues and yield issues that have arisen many times. Also, comparisons between GPUs and ASICs mean that AVGO is the favorite over NVDA, and DeepSeek shock and concerns about the future potential of NVDA have come up many times, but in the end, it's safe to say that it was all an overreaction? I think so. It's still a bit high, but since there are no fundamentals issues, I think it's like a test because NVDA won alone. Feelings may be shaken when stock prices are sluggish, but let's all holders firmly hold NVDA and form assets 👍

$Mitsubishi Materials (5711.JP)$ Wow.
It was a good decision to escape today. I will deal with Kao again soon.

$Rigetti Computing (RGTI.US)$
Is it still being ignored?

$Ohmori (1844.JP)$ I'm happy that it's gradually increasing. ☺️

$American Superconductor (AMSC.US)$
Impressive financial results, I thought.