$Nike(NKE.US)$ Bought some last night.
Personally, I don't like contrarian buying value stocks or stocks that have plummeted after settlement, and it's an investment that deviates from my own investment stance.
I want to hold on with a feeling that a company with brand intangible assets as Nike has plummeted to the stock price of 6 to 7 years ago and is excessively oversold, that it is very cheap even when compared to RSI and past PER, that I can wait patiently while receiving dividends of less than 2%, and that I want to add some diversification to my portfolio since my own satellite quota is basically growth-oriented, etc.
Of course, it's not good right now in terms of fundamentals, and considerable daily adjustments are necessary in order to resolve the wrinkles formed by the higher price. Like words such as don't grab a falling knife or sales at institutions don't end in 1 day, it may not be at the bottom yet, but if there is a further decline in the future, I would like to capture it from a buying perspective with the image of constructing positions by dividing them into multiple times.

$Micron Technology(MU.US)$
Financial results were not bad, but there was no impact on the long-term story of memory semiconductors, and since it has fallen by less than 20% from high prices, the sense of price is being dispelled, so it can be taken as an encouragement for people who think about long-term ownership.
However, it is conceivable that it will be sold one step further in the short term due to rebalancing etc. at the end of the month.
Also, from a medium-term perspective, I would like to consider the uncertainty of the presidential election and the anomalies of the past, based on the fact that there is some sales pressure until around October with July as the ceiling.
Personally, due to the fact that all semiconductor positions were sold in the previous high price range, there were no semiconductor positions and there was quite a lot of cash, so I bought some due to the decline after settlement. If there is a further decline from here, I would like to buy in stages and proceed with preparations for the end of this year.
$Micron Technology(MU.US)$

$VanEck Semiconductor ETF(SMH.US)$
$NVIDIA(NVDA.US)$
Due to the rapid rise above expectations, all short-term semiconductor positions were once taken advantage of in the high price range. I don't think this is the ceiling of the AI market, so I'd like to determine where to re-enter in the future.
Next time in the short term $Micron Technology(MU.US)$ I think settlement will be the key, but there is a high possibility that the market incorporates good financial results to some extent, and trend changes will be severe as long as there are no unexpected positive surprises.

Short-term positions $NVIDIA(NVDA.US)$ I was able to enjoy a decent rise, so I'm taking advantage of some of it.
The reason is that it has exceeded RSI 80, that there is an extreme divergence from the 50-day moving average, that there is a feeling that materials are running out in the short time frame, that NASDAQ's adline has declined drastically and there is a sense of overheating in some stocks, and I want to raise the cash ratio slightly due to past seasonal anomalies, etc.
Momentum is strong, so it may still rise, but since they also hold other positions, I personally think it's totally fine to give them their head and tail even if they miss a bit.