$Mitsubishi Heavy Industries (7011.JP)$
Reflecting on recent trades and self-reflection.
Early August.
$Tokyo Electron (8035.JP)$ Fortunately, I was able to buy back the short sell that I had been building up since July at the stop price on Black Monday.
I predicted a reversal in the Nikkei at around 35,000 and short sell on Mitsubishi Heavy Industries, which had already become a manipulation stock, between 1575-1611 yen. I got carried away and used full leverage.
Mid-August to the end of August.
Before I knew it, Heavy Industries had dropped to the 1800 yen range. It was too late to cut my losses, so I decided to overcome the mountain (even if I re-established my position, the position size would be smaller due to trading with full leverage, resulting in larger losses).
After that, it will rise to 1,999 yen.
September
Finally, it seems to be turning positive. I plan to take profits at 800-1,300.
Everyone is calling it Black Monday, so I thought the market would drop significantly today, but it's not the case.
However, as shown in the image, there is a massive sell-off that I have never seen before. Could it be institutions closing their positions or short selling? (I'm not sure if moomoo's analysis of the massive sell-off is accurate)
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**: 89.89% (Fiscal Year 2024)
- **6920 Laser Tec**: 89.46% (Fiscal Year 2023)
- **6525 KOKUSAI**: 87.82% (2024 fiscal year)
- **6146 DISCO**: 87.79% (2024 fiscal year)
- **6315 TOWA**: 86.25% (2024 fiscal year)
- **6890 FERROTEC**: 83.96% (2024 fiscal year)
- **7735 SCREEN**: 82.64% (2024 fiscal year)
- **4186 TOKYO OUKA KOUGYO**: 82.56% (2023 fiscal year)
- **6338 TAKATORI**: 81.71% (2023 fiscal year)
- **3436 SUMCO**: 80.76% (2023 fiscal year)
- **4063 Shin-Etsu Chemical**: 78.4...

$Enplas (6961.JP)$ 買い残増でも2倍上

In the earnings announcements of major semiconductor-related stocks released from July to early AugustGrowth in AI-related businesses has been prominent, raising expectations for a V-shaped recovery in performance.Although the Tokyo stock market experienced a major crash in early August, there has also been observed buying opportunities for related stocks.On August 29th at 5:20 AM Japan time, the earnings report of the US semiconductor giant $NVIDIA (NVDA.US)$will have an impact not only on domestic related stocks but also on the Nikkei Stock Average itself.It is expected that the earnings report will affect not only domestic related stocks but also the Nikkei Stock Average itself.These are the main semiconductor-related stocks with a high weight (composition ratio) in the Nikkei Stock Average.I checked the key points of the settlement and the current stock price, as well as the analysts' views. (Note: Only Laser Tech announced the 4th quarter and full-year results for the fiscal year ending June 2024, others announced the 1st quarter results for the fiscal year ending March 2025)
Early upward revision in the 1st quarter
Generating good performance for AI and others, already at the 1st quarter stage $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$Three companies have upward revisions...