$Daiwa iFreeNEXT FANG+ Index (04311181.MF)$ $iFreeETF FANG+ (316A.JP)$ $Global X US Tech Top 20 ETF (2244.JP)$ $NVIDIA (NVDA.US)$ $Palantir (PLTR.US)$
Earnings Reports and events will continue this week and this month, but for those not actively day trading, margin financing and securities lending, or leveraging, it's best to take a step back and casually enjoy with a long-term perspective.

$Oklo Inc (OKLO.US)$
I wonder how many?

$NVIDIA (NVDA.US)$ Whether to sell, buy, or hold is up to individual choice!! There are people who like the corporate policy and support it through investment, and then there are those who just think about Gold, Gold, Gold💰, each with their own style👌.

$NVIDIA (NVDA.US)$
The stock price is falling outside of trading hours.
This is monitoring, isn't it.
It's like a prank from back in the day.
They probably want to see us in a fluster.
Surely that's the case.
Around the time the date changes, someone will probably appear holding a surprise sign 💦.

$NVIDIA (NVDA.US)$ In MooMoo Securities' article, it was mentioned that short selling NVIDIA when it goes down can be profitable. This is going down for sure! (laughs) Is it a chance to buy?

$NVIDIA (NVDA.US)$ The current Chat GPT O1 is simply a transitional technology, and even if a similar function can be realized cheaply and locally with the Deepseek R1, it cannot be used for much business as it is, so I don't think it will explosively spread around the world for a long time to come. As various people have already explained, there is no doubt that AI will require further GPU performance in the future, and there is no doubt that further GPU performance will be required for them. Therefore, it is difficult to imagine that demand for NVIDIA will decline in the future. Deepseek may have been temporarily optimized by copying and tuning existing open source, but since there are no computer resources or scale to develop further evolution of AI in the first place, it seems that it will probably be a temporary phenomenon. It may play a role in disrupting America and temporarily stopping it, but in the end, they lose due to the absolute amount of GPU resources, so it seems that America's momentum cannot be stopped. Rather, since it is provided as open source, it is possible for other companies to catch up, and it may play a role in accelerating the evolution of AI development in America

$USD/JPY (USDJPY.FX)$
I really don't understand why the yen is depreciating so much. It's incomprehensible.

$USD/JPY (USDJPY.FX)$
No matter how much it goes, the yen is strong.
The market scale differs significantly between the major leagues and amateur baseball.
America is a country of unified dominance.
An interest rate hike in Japan is on the level of a booger.
The depreciation of the yen and the rise of the dollar will continue unless the American economy is in a crisis.
In other words, Japan doesn't have to do anything.
Since America will lead the world, Japan can just be a remora.

$Daiwa iFreeNEXT FANG+ Index (04311181.MF)$
The post-New Year's negative has almost returned. It rose significantly thanks to the strong performance of the dark horse Netflix. However, the fluctuation of the reference price of 2000 yen or more ≒ changes in assets of tens of thousands of yen is bad for the stomach (laughs)

$NVIDIA (NVDA.US)$
Due to Apple's decline, it is the first time in a long time that they have the highest market cap. With the help of the top 10 companies in the S&P, I hope they can boost the performance of US stocks even further!