$Mitsubishi Heavy Industries (7011.JP)$
Looking back on recent trades, reflecting...
At the beginning of August...
$Tokyo Electron (8035.JP)$ I was lucky to make a divine trade of buying back the short sell that I had set up since July at the stop limit down on Black Monday.
Predicting a reversal of the Nikkei at around 35,000, I short sold Mitsubishi Heavy Industries, which had turned into a stock manipulated by traders, at 1,575-1,611 yen. I got carried away and even went for a full leverage position.
From mid-August to the end of August...
Heavy Industries, which had somehow reached the 1,800 yen range, I judged it was already too late to cut my losses. I made the decision to overcome the situation (even if I adjusted my position again, the position size would be smaller due to trading with full leverage, resulting in a larger loss).
After that, it will rise to 1999 yen.
September
Finally, it seems to be turning positive. I plan to take profits at 800-1300.
Because everyone is calling it Black Monday, I thought it would drop significantly today, but it's not so.
However, as shown in the image, there is an unprecedented large amount of sell orders. Are institutions closing their positions or short selling? (It is uncertain whether moomoo's analysis of the large sell orders is correct or not).
The institution determines the price...

$Tokyo Electron (8035.JP)$
- **6228 JET**: 98.83% (Fiscal Year 2023)
- **6857 Advantest**: 95.95% (Fiscal Year 2024)
- **8035 Tokyo Electron Ltd. Unsponsored ADR**: 89.89% (Fiscal Year 2024)
- **6920 Laser Tech**: 89.46% (FY2023)
- **6525 KOKUSAI**: 87.82% (FY2024)
- **6146 Disco**: 87.79% (FY2024)
- **6315 TOWA**: 86.25% (FY2024)
- **6890 Ferrotec**: 83.96% (Fiscal year 2024)
- **7735 SCREEN**: 82.64% (Fiscal year 2024)
- **4186 Tokyo Ouka Kogyo**: 82.56% (Fiscal year 2023)
- **6338 Takatori**: 81.71% (Fiscal year 2023)
- **3436 SUMCO**: 80.76% (Fiscal Year 2023)
- **4063 Shin-Etsu Chemical**: 78.4...

$Enplas (6961.JP)$ Even with an increase in buying interest, it still doubled.

The earnings reports of major semiconductor-related stocks announced from July to early AugustThe growth in AI-related sectorsstands out, raising expectations for a V-shaped recovery in performance. The Tokyo stock market experienced a major crash in early August, but there are also signs of bottom fishing in related stocks. Japan timeOn August 29 at 5:20 am Japan time, $NVIDIA (NVDA.US)$there will be earnings announcements from the leading US semiconductor company, which is expected to impact not only domestic related stocks but also the Nikkei Stock Average itself.Major semiconductor-related stocks representing a high weight (composition ratio) in the Nikkei AverageWe confirmed the key points of the settlement, the current stock price, and the views of analysts. (Note: Only the fourth quarter and full year of LaserTech are disclosed for the fiscal year ending June 2024, and others are disclosed for the first quarter of the fiscal year ending March 2025).
Upward revision already in the first quarter.
The demand for AI generation and others is strong, already in the first quarter. $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$Three companies have upward revisions...