12345abcde : From 3 o'clock, the Nasdaq 100 plummeted. Only Nvidia is holding back the Nasdaq 100. In other words, large institutional investors and funds are selling. This is the truth and the reality. Large institutions have already realized that Nvidia will not be very profitable in the future, so they will continue to sell even after the earnings announcement. If we only focus on the financial numbers, we will misunderstand the truth.

12345abcde : If there is a willingness to prepare for the significant exchange rate loss that will inevitably occur by the end of the year due to the appreciation of the yen and the depreciation of the dollar resulting from the widening exchange rate difference caused by the current USD/JPY exchange rate and the plan to cut interest rates three times by the FOMC within the year, it may be a good idea to consider increasing or continuing to hold NUBI stocks, or in fact any dollar-denominated investment products, even if the original capital in dollars is increasing.

12345abcde : Indeed, the USA has already entered a recession. This can be seen from the recent movement of key indexes. Economic stimulation through interest rate cuts is effective. However, the active upward movement of the US market seen since the beginning of this year may weaken. In addition, the exchange rate difference between the US and Japan is expected to widen in the future. The Federal Open Market Committee (FOMC) is considering three interest rate cuts after September, in December and within the year, given the current situation of the US economy. In line with this, the Bank of Japan is also considering additional interest rate cuts within the year. As a result, US stocks may rise, but they will also face significant foreign exchange losses due to the exchange rate difference.

12345abcde : - September FOMC cuts rates
- Additional rate cuts in November and December FOMC meetings
- The Bank of Japan will also raise rates accordingly by the end of the year
The central banks of Japan, the United States, and China are closely monitoring the market with this mindset
As a result, the yen will strengthen due to the widening exchange rate difference between Japan and the United States
In other words, even if the price of Nubi's stock recovers and rises, it will incur significant foreign exchange losses when converted into yen
If you have the financial capability to withstand these foreign exchange losses and hold onto your investment, it may be a good idea to continue holding and even buying more
Ultimately, this is a matter of personal judgment and freedom.