Everyone, good morning. This is Michael J. Fox... Just kidding.Doc~!
The major 3 indexes in the USA, including S&P 500 and 🍆, are on the rise. Particularly 🍆 has surged significantly, right? The cryptocurrency sector also seems to be buzzing.
My portfolio barely ended in the positive. Beloved NV soared by 3.43%! Tesla slightly increased. Phoenix Riji rose by 2.58% ⤴️ And ZJK, which I bought a while ago, skyrocketed by 31.82%! NU from the credit group also increased by 1.64%!
On the other hand, immortal Parachan plummeted by 4.97%. Onchan also experienced a 3.53% decline.
And today, we welcomed a new colleague! $Hims & Hers Health (HIMS.US)$ Just a little bit! Looking forward to it.
In a different account. $MicroStrategy (MSTR.US)$ and $Applovin (APP.US)$ The expectations were also high!
Finally, the market for 2025 is starting in earnest! Looking forward to it!
Thank you for today too!

$NVIDIA (NVDA.US)$
When I checked this morning, it was All Filled!
It was much quicker to set the limit at 152 than I expected!
I will buy again if it drops a little!

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
NVIDIA (NASDAQ: NVDA) CEO Jensen Huang is scheduled to give the keynote speech on Monday to kick off the 2025 Consumer Electronics Show. According to Wedbush Securities, Huang is likely to focus on the strategic vision for AI of this semiconductor giant during this speech.

$NVIDIA (NVDA.US)$
Yesterday, I went shopping at the daily goods store with my 3-year-old daughter intending to only buy what I needed, but she wanted an 800 yen toy (6 small cars) and I hesitated on what to do, but I decided to buy it for her by saying it's okay.
Was my behavior good? Lol
I shouldn't be so stingy about that.

$NVIDIA (NVDA.US)$
The full picture of the full-stack competition in the AI era.
While cloud service providers are expanding their custom silicon, semiconductor vendors like Broadcom $AVGO and Marvell $MRVL are involved in building huge clusters, raising concerns about headwinds against Nvidia $NVDA. Quantum computing led by companies like Google $GOOG, IonQ $IONQ, and Rigetti $RGTI is also gaining attention as a technology that could replace GPUs in the future. However, Nvidia's "full-stack platform encompassing chips, networks, and software" currently has a strength that makes it difficult for competitors and entrants from the quantum field.
Threats of Quantum Computing and its Impact on GPUs
Quantum computers theoretically have the potential to solve problems that would take conventional computers a huge amount of time at a tremendous speed, including combinatorial optimization, cryptography, and some specific machinery...

$NVIDIA (NVDA.US)$ I think it will surge after the market opens 😊♪ It probably won't drop much until the end ♡♡
Also, this year, the good materials and good financial results since June last year, along with the accumulated frustration, will explosively rise for real. 🍀
🤫📈

In the USA, the market started in 2025, but this is a review article of 2024. The year 2024 resulted in +21%, but honestly, it is a rate that is almost the same as the Index ETF, so I personally regret.
Good Points
In the Semiconductors market of January and February, it was possible to significantly increase assets, and the start was quite good. Particularly contributing to the profits was $NVIDIA (NVDA.US)$ and $Super Micro Computer (SMCI.US)$ it is Lear.
In addition to these two stocks, in November, $MicroStrategy (MSTR.US)$ I also invested a large amount of capital, which allowed me to make profits in a short period of time. However, November did not go well with other stocks, and did not result in much profit.
I tried carrying over earnings for various stocks, but the cleanest one was for $Carvana (CVNA.US)$ . However, the position was not that large, so the return was not that significant.
Areas to improve
We had a fantastic start in January and February, and our assets were increasing steadily until mid-March. However, we were hit by a sudden drop, and eventually March ended up almost breaking even...

Taiwan's Hon Hai's fourth quarter revenue hit a record high due to AI demand, surpassing expectations.January 6, 2025, 7:48 AM GMT+9.
Taiwan's Hon Hai Precision Industry Co., Ltd. (2317.TW), the world's largest electronic equipment contract manufacturer, announced on the 5th that its fourth quarter financial results exceeded market expectations, reaching a record high. The demand for Artificial Intelligence (AI) servers continues to be strong.
Revenue increased by 15.2% year-on-year to 2.13 trillion Taiwanese dollars (about 64.72 billion US dollars), surpassing the forecast of LS EG Smart Estimate (2.1 trillion Taiwanese dollars).
Hon Hai explained that due to strong demand for AI servers, the revenue of the cloud and network products division saw significant growth. The company's customers include NVIDIA, a leading AI semiconductor company.
The smart consumer electronics division, including the iPhone, saw almost flat growth compared to the previous year.
The total revenue for the month of December reached 654.8 billion Taiwan dollars, a 42.3% increase compared to the same month last year. This became the second-highest level for that month.
Hon Hai mentioned about the current first quarter of 2025, stating that the overall business is gradually entering the traditional off-season...