$Palantir (PLTR.US)$
Hello everyone. There is not much time left until the 26th.
I want to buy more, but I want to wait for next year's NISA quota and rate hike to buy. Even though I have gathered over 5000 shares, it's not very appetizing to buy more from here, but I'm going all in on Palantir for retirement!

$NVIDIA (NVDA.US)$
Nvidia (nasdaq:NVDA) has been downgraded from Buy to Accumulate by PhillipCapital due to recent price movements awaiting Blackwell's ramp.
However, PhillipCapital has slightly raised Nvidia's target price from $155 to $160. During Friday's trading, Nvidia's stock price fell by approximately 2.5%. They have been essentially flat over the past month.
PhillipCapital's analyst Ik Van Chung stated, 'Hyperscalers are upgrading their AI cloud capabilities to seize the opportunity of cloud services from next-generation AI startups. H200 Hopper sales have increased to 'double-digit tens of billions,' marking the fastest product ramp in the company's history, and NVDA has indicated that the demand will continue at least until 2H26.'
'Blackwell only started production in the fourth quarter of 25, and NVDA's revenue has...

Performed some stock replacements.
$MicroStrategy (MSTR.US)$ and $Reddit (RDDT.US)$ Take profits on R.
The following are newly purchased. I plan to focus on growing stocks.
$Robinhood (HOOD.US)$ 、 $SoFi Technologies (SOFI.US)$ 、 $Axon Enterprise (AXON.US)$ 、 $Vistra Energy (VST.US)$

$NVIDIA (NVDA.US)$
Reluctantly selling a part of NVIDIA
Tesla 1 million yen
Palantir 0.7 million yen
Google 0.3 million yen
I made an investment.
What do you think?
By the way, I still have quite high expectations for NVIDIA.

$Quantum Computing (QUBT.US)$
I took the initiative and purchased this stock a year and a half ago, but it did not attract much attention and was flying low, so I sold it. It was indeed better to prepare and wait patiently for thematic stocks like quantum computers.

$D-Wave Quantum (QBTS.US)$ Is the festival venue here?

$Tempus AI (TEM.US)$ It goes up and down every day, buying a little when it gets cheaper, it has grown significantly 😛 Hopefully it will turn profitable soon... Waiting for that.