$Super Micro Computer (SMCI.US)$
Reverse American Dream
It's truly a nightmare
I thought it was the bottom and proudly bought more at around 450, but it turned out to be the second bottom and I'm in agony
Aged and salted for 5 years...

$NVIDIA (NVDA.US)$
Here it comes, the market crash on the eve of the final battle. The selling pressure seems to be accelerating with time.
The news about SMCI is really unnecessary. It's completely dead.
Other stocks like MU and ARM are also suffering. It's a storm of selling pressure before the typhoon. Will they be drowned tomorrow by NVIDIA's earnings report? Or will the brave warriors who bought today rise up?
Personally, I expect a significant drop this time.

$Eli Lilly and Co (LLY.US)$
Buy Lily stock for $941 with an amount of 161 yen
Now, the yen amount is 145 yen, Lily stock is 961 dollars hey hey
Why is there a 0.01 million deficit even though it's rising!
don't let the yen appreciate ~~~~

$Super Micro Computer (SMCI.US)$
I wonder if you've returned to your usual Super Micro-kun...

$Palantir (PLTR.US)$
Congratulations, the highest price since the beginning of the year.
Also, it has surpassed the milestone of $30. Are we entering a new stage?
The chart is strong, very strong. Is this a natural result of having the strength of this company? A picture of Palantia's AI technology penetrating various industries in the near future comes to mind.
I miss the time when it didn't rise easily from March to May of this year and I was so excited.
At the time of the crash last weekend, Para-chan was the brand that should have been bought more than anywhere else. I'm glad I believed it.

$Taiwan Semiconductor (TSM.US)$
TSMC's fate is to consistently deliver impressive performance every month but not have it reflected in the stock price. Today is the same as always. It goes up in pre-market and goes down during regular trading. I don't understand the meaning.
If it were any other stock, it would have already set new highs.

$Super Micro Computer (SMCI.US)$
I didn't think so, but it was a solid 20% drop last night
Thanks to that, it was the first unrealized loss for the US stock PF in a year and a half
When I thought there would be a real reba today, they dropped well even in pre-play. You won't disappoint　
I've experienced a 95% drop here and there, so it's like a fart

$Super Micro Computer (SMCI.US)$
They opened the window and stopped unexpectedly, but at last, Hell's Niagara started. A fall of 20% or 25% in SMCI is already commonplace
Please sell until you feel like it this time too.
Accounting mistakes for 2 consecutive terms.
What was revealed in the financial results was probably the low profit margin of data centers after all. Too bad it was cheap to take Dell.
Is it only a matter of time before it gets back to around 350 before the rise? The holder is tough. I wonder if my unrealized losses will be around 70%

$Super Micro Computer (SMCI.US)$
Salted ♪
The unrealized losses are expanding again... It was a mistake to hold too many positions, but I'm leaving them because I believe in the prosperous conditions in the coming season.