When the Nikkei average dropped by about 4,000 yen on August 4, I sold about 80% of my shares. It was a considerable loss, as most of my investments were in semiconductor companies and I had no information on other companies. I thought there would be a rebound from the decline, and considered buying shares, but could not find any investment opportunities. The answer I came up with was to follow Mr. Masayoshi Son. Although I haven't bought SoftBank for the past 10 years, I narrowed down my investments to SoftBank Group. I didn't know much about the company's operations, nor did I know that they owned 88% of ARM's shares.
I had been making a profit during the semiconductor company's surge from January to April, so even during the decline in August, I still had some room. Now, looking at this news, I deeply feel that it was the right decision.
Recently, ARM's stock price had been moving a bit differently, and I didn't understand the reason behind it. I am now convinced.

The rise in quantum computer-related stocks is amazing in the short term. It is exciting to see how far they will go.

This article uses automatic translation in part.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bassent, 62 years old, founded Key Square Group, a global macro hedge fund, and previously managed the Soros Fund Management.

Masayoshi Son of Softbank Group Co. will lead the AI in Japan.
I have also been involved in consulting work such as the acquisition of ARM, investment in OpenAI, and the acquisition proposal to NVIDIA from 7 years ago, and I am amazed.
Currently, Softbank Group Co. has invested nearly 90% of its stock investments in ARM and NVIDIA. Expectations for the future rise of ARM stocks.