$Super Micro Computer(SMCI.US)$
The stock price of Super Micro, an AI server company adopted by the S&P 500, plummeted 6%
Despite the sharp drop on the 18th, Supermicro investors have little reason to complain.
The company stated in a recent customer memo that “Supermicro enjoys... competitive advantage in the growing AI server market.” Bank of America has set the company's target stock price at 1280 dollars, which is nearly 30% above the current situation.

$NVIDIA(NVDA.US)$
ホルダーの皆様、時間外戻しつつありますね👍🔥
今のエヌビディアの成長は例え話でいうと小学四年生の子が相撲で朝青龍に勝つくらい凄い事だと考えてます。笑
そのハイスペなエヌビディアの製品を、上手く効果的に使える企業が沢山増えてくれば多少の競合が入ってきても直ぐには他社に乗り換えられないような事態が進むと思ってます。(そーいうがAMDはいつか必ず買う)
色んな会社でWordやExcelが使われるようにもうエヌビディア製品でいっか。と思わせるくらい沼らせたら勝ちなのです！(低次元かつ業態違いな例えですいません)
利確している人を悪くは言いません投資は個人の判断でやるものですからね、あと余剰金とかじゃなくて最低限の生活費残してぶち込んでも良いと思います🙆⭕️
とにかく私が思うのはエヌビディアのホルダーの皆様は勝ちだと思います、6月頃の利下げにも期待です。
さあ掴みましょう大統領選年に、
アメリカン・ドリームを🔥

$NVIDIA(NVDA.US)$ Hi-tech was temporarily replaced by VTI, but the spare funds were once again concentrated on NVIDIA alone. The index is sufficiently distributed, so if you narrow it down individually by high-tech, I wonder if the “pickaxe” NVIDIA alone is sufficient and the risk is commensurate.

Tokyo Electron, Lasertech, Sakura Internet, Disco, etc. are on the rise
In particular, Sakura Internet rose by about 6%
Advantest, Fast Retailing, Kawasaki Kisen, Pacific Metals, etc. declined
$SAKURA Internet(3778.JP)$
$Tokyo Electron(8035.JP)$
$Advantest(6857.JP)$
$Kawasaki Kisen Kaisha(9107.JP)$

An alter ego robot that expands its own abilities without being bound by time or space restrictions. It is equipped with a “multi-finger hand” cultivated through robotics research, starting with ASIMO, and has realized a hand that can balance delicacy, such as pinching small objects, and strength, such as opening a hard lid, on par with humans. In addition, it is equipped with Honda's unique “AI-supported remote control” function so that a multi-finger hand can smoothly grip objects and manipulate tools with detailed force control, and we are also working on its evolution.
With a view to practical application in the 2030s, Avatar Robot aims to begin technical verification during fiscal 2023, and we are looking for partners for technology verification. $Honda Motor(HMC.US)$