$USD/JPY (USDJPY.FX)$ $Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$ $Japan 10-Year Treasury Notes Yield (JP10Y.BD)$
Recently, there have been many surprising events, but I was also surprised by today's GDP announcement. The GDP that was expected to be negative turned out to be impressively positive. It may be something to celebrate, but it left a gloomy feeling. This week, the CPI announcement is also coming up, but I think it will result as expected. The figures of GDP and price Indicators will superficially justify the Bank of Japan's rate hike.
The results of the spring labor negotiations will also serve as justification for the rate hike. Although concerns about wages not keeping up with rising prices have elevated the social climate for wage increases, it is unreasonable to use wages as a hostage to raise interest rates. If the economy is negatively impacted by the rate hike, future wage increases will not be expected.
The comprehensive CPI to be announced this week is forecasted to be 4% year-on-year. The relative price of rice in December last year announced by the Ministry of Agriculture, Forestry and Fisheries exceeded an average of 150% compared to the previous year, so the 4% figure is understandable, and I think there might be a possibility for it to be even higher. Given the national sentiment against inflation...

$Fujikura (5803.JP)$
Is it going to reach 7000?

This week, purchases were made due to gap-up rises from good earnings across multiple stocks.
In particular. $Applovin (APP.US)$It rose significantly after the earnings report, allowing for unrealized gains this week.

$NVIDIA (NVDA.US)$
The latest AI from China, "DeepSeek", is causing a huge reaction around the world. It has quality comparable to the top-tier service "ChatGPT Pro" from Open AI (monthly fee of 0.03 million yen), and it is free. However, the overseas media's praise-filled mood has drastically changed. Concerns have begun to arise about Outflow of personal information to the Chinese government.
On February 3, 2025, the logo of the Chinese AI assistant app "DeepSeek" displayed on a Smart Phone - Photo = ©Zakariya Yahya／IMAGESLIVE via ZUMA Press Wire／Kyodo News Images.
No one believed it could be completed.
The Chinese AI startup "DeepSeek" has developed the latest artificial intelligence model, "DeepSeek-R1." It has succeeded in creating an AI with performance equivalent to the latest model "o1" from American OpenAI at less than one-tenth the cost of competitors, generating significant buzz.
The founder of DeepSeek is the investment fund "High Flyer's"...

$SoFi Technologies (SOFI.US)$
I'm glad I bought more when it was below $15 yesterday and it surged today (#^.^#)
It's a long-term hold without a doubt."(∩>ω<∩)"

$Gorilla Technology (GRRR.US)$ A feeling of starting to step up.

$Tempus AI (TEM.US)$
Tempass Tempass la la la la la.
It's okay to be a beep beep beep beep.
I wonder if you understand. You probably don't understand.
It's a charm. A charm has been cast.
It's now 3:28.
89.41.

$SoFi Technologies (SOFI.US)$ Huh? Could it be a full return?

$SoFi Technologies (SOFI.US)$ Back when playing basketball, during running, each person would say the team name 'Fight! Fight! Fight!' as we ran.
So! Fight! Fight! Fight!