The depreciation of the yen continues, and it is finally at a level of about 38 yearsIt became.
Chart 1 below is a chart of dollars and yen since January 2023. There was also a period when the yen appreciated in part,Strong momentum for the appreciation of the dollar and depreciation of the yenRight.
I drew a blue support line (lower price support line) and a black resistance line (upper resistance line) parallel to it on the chart. As you know, the exchange rate broke through 150 yen, which was thought to be a milestone, and it also exceeded 160 yen at the end of April. The Bank of Japan intervened in order to put a stop to exchange rate fluctuations leading to a rapid depreciation of the yen at that point. Although it was once pushed back to an appreciation of the yen and depreciation of the dollar in response to that intervention,The trend towards depreciation of the yen is unstoppableIt was.
Next, please take a look at chart 2 of this year's exchange rate movements.
Since the beginning of this year, there have been some exchange rate waves, but alwaysThe depreciation of the yen continuesI'm here. like thisExchange rate movements are a tailwind for the export industryIt's getting.There is a high possibility that the performance of companies with unique strengths and a high overseas ratio will grow furtherThat's it. Why not pay attention to the following stocks?
$Towa(6315.JP)$ 　　　　　　　　　　　　　　　　...

NVIDIA's stock price plummeted
Major US semiconductor companies on 6/20 $NVIDIA(NVDA.US)$ IsHigh price $140.76I added it. However, sales became stronger from the next day, the 21st, and stock prices fell 14%. As a result, the total market value, which became number one in the world, temporarily fell below 3 trillion dollars.On 6/25 (US), the company's stock was bought back.
Now, in order to infer price movements after a big drop from a high price like this one,“Fibonacci Retracement”There is a method called. This is an important ratio calculated based on a theory called the “Fibonacci series” studied by a mathematician called Fibonacci. According to this theory, 23.6%, 38.2%, 61.8%, and 76.4% are important as ratios between recent high and low prices in stock and exchange rates. It is said that there is a high possibility that a reversal in stock prices and exchange rates will occur in the price range obtained by adding 50% to these ratios.
Stock prices stopped falling
　Stocks that generally continue to rise at a remarkable speed may gain prominence even if there is no such reason. Well then, NBI...

The first one from 2 years ago $NVIDIA(NVDA.US)$ Please see the stock price chart. (image 1)Shares soared to $974I was doing it, but as expected, the stock price came to a standstill from that point on.
Now, let's take a closer look at recent stock prices. (Image 2 below) After setting a high price of 974 dollars on 3/8, between $830 (blue horizontal line in the chart)Range marketIt has become.
　974 dollars is 146,000 yen or more when converted to Japanese yen (assuming 1 US dollar = 150 yen). Since NVIDIA's stock price had become too high, there was an expectation among some investors that the stock would be split and the stock price would be easy to buy. actuallyIf stocks are split, the stock price will be at a price that is easy to buy, so the stock price will rise againRight.
　As I'll explain laterThere is material for NVIDIA's stock price to rise.We believe that there is a high possibility that the company's stock price will rise again when the expected new products are concretized, such as commercialization, or when good performance is achieved.
　The annual tech conference “GTC2024,” which was held for 4 days from March 18 last year, and...

　What I'm going to introduce this time is $IBM Corp(IBM.US)$ is. The official name of the company is International Business Machines Corporation. What is an American tech giant (giant technology company) $Apple(AAPL.US)$ 、 $Microsoft(MSFT.US)$ I run Google $Alphabet-C(GOOG.US)$ etc. come to mind, don't you think? These companies are companies that have achieved excellent results in a short period of time since their establishment, and their total market capitalization has become huge. Recently, these 7 giant companies are sometimes called “The Magnificent Seven.”
　On the other hand, IBM was founded in 1911 and listed in 1916,A traditional company that has been listed for over 100 yearsThat's it. Currently, it has more than 300,000 employees, and it is a very large global company active in over 150 countries around the world, including Japan.
　Of the stock prices of such super large companies...

Led by Mr. Buffett $Berkshire Hathaway-A(BRK.A.US)$ Has been around for a long time $Coca-Cola(KO.US)$ You probably know that it holds shares of Every year, at Berkshire's general shareholders' meeting, Mr. Buffett energetically proceeds with proceedings spanning several hours while moistening his throat (throat) with Cola, which captivates the participating shareholders.
What stock stocks does Berkshire Hathaway hold $Apple(AAPL.US)$ is 47.18% of American megabanks $Bank of America(BAC.US)$ 9.36% of credit cards $American Express(AXP.US)$ It has been announced that it is 7.67%, and Coca Cola is 6.34%. As has already been widely reported, Mr. Buffett sold part of the Apple stock he held in large quantities. And of the investment funds...

　It is a brand with a particularly high level of attention among American cloud-based software technology development companies, $MicroStrategy(MSTR.US)$ I will introduce it.
This company was founded in 1989 and went public in 1998. First, let's take a look at the stock price chart from January 2023 onwards below.
As you can see in this chart,A whopping 13 times the stock price in just 14 monthsThen,Ten BaggerIt has been achieved.
Next, take a look at this year's stock price chart.Stock prices have surged more than 3 times in the last 43 daysYou're doing it.
This company mainly develops analysis software for major companies in a wide range of industries such as retail, finance, telecommunications, insurance, and healthcare, and provides it on a cloud basis. Using these techniques, MicroStrategy provides clues for decision making for client companies. According to the official website of this company, it is said that there are exchanges with the following companies.
What's more, microstrategyWe own bitcoins and have the technology to utilize them.Of recent yearsBee...

America's $CrowdStrike(CRWD.US)$ I am on January 30thPromising stocks that can be expected to skyrocketThen I posted it here. Here, once again, I'll give you a quick overview of the company's business.
Cloud Strike is an American cybersecurity technology holding company. Through subsidiaries, cloud security solutions for protecting endpoints (systems such as customer computer networks, etc.) are provided on a SaaS subscription basis. (SaaS is an abbreviation for “Software as a Service,” which means “software as a service.” SaaS is a mechanism where cloud service providers operate software and can be used by customers accessing it via the internet. You can use it as soon as you sign a usage contract, and the cost is paid as a monthly or yearly subscription as a usage fee.)
Combining next-generation endpoint protection, machine learning, and advanced operation technology via a unique platform called Falcon (Falcon)...

$Applied Materials(AMAT.US)$ It is mainly used to manufacture devices such as ICs called semiconductor chips, flat panel displays such as liquid crystals, and solar cellsequipmentI'm makingGlobal companiesIt is.
　Please take a look at this company's long-term stock price chart (image 1 below). During the period shown on this chart,The company's stock price has increased more than 50 timesIt's there.
Now, let's move on to stock price charts from January of last year onwards (image 2).Stock prices have more than doubled in the last 1 year and 1 monthYou can see that it has become.
　Applied Materials was founded in 1967It is an American company that was released and listed in 1972. In Japan, we have a company called Applied Materials Japan Co., Ltd. (Headquarters: Tokyo; President and CEO: Hitoshi Nakao). This company was established in 1979/10. In addition to the Osaka branch and Kawasaki office, we have service centers all over the country, and we have established a support system for Japanese customers.
　Please see image 3, a pie chart showing the company's profit structure here. 74...

This time,The largest supermarket chain in the world、 $Walmart(WMT.US)$ I'll take it for you. First, take a look at the ultra-long-term stock price chart since 1997 (image 1) below.The stock price, which was just over 7 dollars in 1997, became 175.860 dollars at the closing price on February 20. In other words, the stock price was 24.5 times in 27 yearsIt became.
Next, let's take a look at some more stock price movements. Image 2 below shows stock price charts from 2017 onwards. In the center of the chart, the rise in stock prices has been noticeable since around 2015.
Walmart operates discount stores, “super centers” that handle groceries, etc. and “Neighborhood Markets” (supermarkets) in all states of the United States and Puerto Rico, as well as a large membership-based discount shop “Sam's Club.” It also has retail stores and restaurants in 26 countries. Currently, it has expanded into 15 countries around the world.
Image 4 is a graph of Walmart's profit structure ratio. Revenue from existing stores in America accounts for just under 70%.
　Well, last week, the Wall Street Journal (WSJ) announced that Walmer...