Looking forward to good information about 2 nanometers.
$Socionext (6526.JP)$
From January to April, I made a big profit here and at the disco. I transferred 50% of the profits until April to a deposit account, then invested in funds and made about 10% profit. I secure half of the winnings and invest the remaining half. With expectations for AI, I am currently mainly investing in Softbank Group Co. Using the moomoo securities account to monitor Softbank Group Co.'s stock price, I have purchased about 10% of the total investment amount in NVDA, ARM, and others. For the first time this year with NISA, both my wife and I bought 1,300 shares of Sosionext and made a profit of 1.5 million yen when it was a good time. Selling almost all stocks at their highest prices is the reason for this year's profit. As for NISA, they say 2026 is the real deal, so we have not sold yet and are currently at a loss of 1.4 million yen. I started buying more again around 2,800 yen, hoping for a rebound, but still in the negative direction. Blackrock has a shareholding of over 6%, so I am relatively comfortable waiting for an increase. Sosionext is predominantly in the automotive semiconductors sector, but if 2 nanometers are completed, there is information indicating only Intel and ARM, so there may be an increase in demand for autos and expectations for involvement in AI-related designs. Hang in there! ‼️

$NVIDIA (NVDA.US)$
Analysts believe that Nvidia (NASDAQ: NVDA largest holdings.Strong performance and guidance are, Taiwan Semiconductor (NYSE: TSMIt is said to be supporting continued benefits from artificial intelligence-related growth.
"This result emphasizes the strong structural AI demand with limited digestion period as adoption accelerates," wrote Bank of America analyst Brad Linds in a note to clients. "NVIDIA's datacenter GPU development on a 1-year cycle is particularly advantageous for TSMC, supporting the growth of ASP content. The continuous scaling of AI models reinforces TSMC's advanced node demand and industry leadership."
Mr. Lin, who has a buy rating on Taiwan Semiconductor, added that the "solid" gross margin outlook for NVIDIA next year reflects the strong value Taiwan Semiconductor provides to customers. As NVIDIA continues to accelerate its product development pace, this is...

$NVIDIA (NVDA.US)$
Investor expectations are too high, so it doesn't bounce at all. (Rather negative).
If it's an upward trend in the financial results, it's safe to hold quietly here. In the long run.

$Quantum Computing (QUBT.US)$
Triple on the first order, quadruple on the second order.
I wonder if the photonic chip was sold for the purpose of cryptographic generation for quantum computers.
Has it transitioned from the development stage to the practical stage?
Investing in the future is fun.
10 times, 20 times...

$NVIDIA (NVDA.US)$
Whether nvidia will achieve a 54% sales growth in 2025 is a major concern for investors. However, according to the company's management, considering the high demand for the Blackwell GPU and the progress in AI infrastructure updates, this goal is sufficiently realisticIt is.
Considering the evolution of AI models and new technological innovations giving further impetus to the market, nvidia's future can be considered very bright. Investors will need to continue to watch the company's growth with a long-term perspective, without being swayed by short-term fluctuations.

The biggest risk in the FRB Financial Stability Report is the sustainability of debt rather than inflation.
November 23, 2024 7:17 AM JST
The second risk is the escalation of tensions in the Middle East, followed by policy opacity - report.
Banks in general are 'sound', with high leverage in hedge funds.
On the 22nd, the Federal Reserve Board (FRB) released its semi-annual financial stability report, positioning the government's debt burden as the biggest risk to financial stability, larger than persistent inflation.
The report explained, 'The sustainability of debt in U.S. finances was the biggest concern in this survey. This was followed by escalating tensions in the Middle East and then policy opaqueness.' The survey was conducted by New York Fed staff from late August to late October.
In addition to survey results targeting financial market participants, the report covers the evaluation by the FRB on the risk situations of the four main areas including asset valuation, borrowing by companies and households, leverage in the financial sector, and funding risks.
The banking sector is maintaining a 'healthy and overall recovery' but the leverage of the hedge funds as a whole...

$NVIDIA (NVDA.US)$
If this week's closing price surpasses $149.65, we expect to enter the awakening mode.
If that happens, I want to buy more, but I have no money.
Please remember, it is your own responsibility.