$Oklo Inc (OKLO.US)$ Energy-related incidents are total accidents, but it's the perfect timing for a follow-up. I already don't have SMR or NNE.At the closing gap this morning, it's a follow-up purchase of the next-generation reactors at a bargain price.Since the yen is high, and it's not the main sector of this downtrend shock, it's just a panic sell-off by association. The rebound should be relatively quick.If it drops today, I will buy more. I will keep chasing with the same amount as VST.I will make sure to follow at the closing this weekend when the FOMC ends. I won't sell even if it drops, me.Even if it falls, it should soar somewhere by the end of the year.

$NVIDIA (NVDA.US)$
NVIDIA, known for its dominance in the Datacenter GPU market, is now at a crucial juncture. What was once revolutionary in this field has matured - growth has been adequately modeled, investor expectations have eased, and valuation reflects this saturated state. To continue its rapid growth, NVIDIA needs a bold and transformative new chapter. This is where humanoid robots come in.
In late 2024, NVIDIA's momentum cooled off, stabilizing after the phenomenal rise during the AI boom. As other AI stocks garner investors' attention, the market has shifted focus to broader themes within the ecosystem. However, positioning $TSLA FSD and robotics as a multi-trillion-dollar opportunity, NVIDIA's shift to humanoid robots could reignite excitement. The vast and largely untapped robotics market offers a frontier of transformation, providing NVIDIA with unprecedented expertise in GPUs, AI software, and financial strength...

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ TMF dollar price is briefly below the record low since its listing in October 2023 in yesterday's pre-market. At that point, TMF has become an ETF with an incredible feat of having zero profit holders worldwide.Bond selling continues, while tariffs, tax cuts, and fiscal stimulus have not yet begun. It is considered reasonable to think that interest rates will rise further despite the postponement of the January FOMC rate cut. However, with Trump's appearance, opportunities may unexpectedly come sooner. Even though the policy interest rate can suppress inflation under a strong economy, price increases due to tariffs cannot be controlled by the policy interest rate. If import price inflation does not subside despite raising interest rates, there is a high possibility of falling into stagflation and recession if sales do not improve. I think that TMF may reach close to 30 at some point with this rising interest rate trend, but if tariffs are persistently implemented, bond needs are likely to recover and appear in the indicators by the end of the year. At a phase where bonds are still falling as interest rates rise, the need for safe assets is shifting to gold, but if interest rate hikes are contained, the popularity of high-yield bonds is likely to resurface.

$Tesla (TSLA.US)$
1. $TSLA - The winner of real-world AI applications, introducing AI extensively in self-driving cars, robotics, and energy optimization using FSD AI.
2. $PLTR - AIP aims to operationalize AI insights and become a foundational platform for enterprise decision-making across the industry.
3. $SNOW - At the forefront of AI-driven data needs through the data cloud, companies can leverage, share, and monetize data on an unprecedented scale.
4. $CRWD - Positioned as a leader in cybersecurity AI, it protects in real-time from increasingly sophisticated threats using Falcon's advanced AI.
5. $NET - By directly integrating AI inference into a global CDN, it emerges as a key player in Edge AI, enabling faster and smarter data processing at the edge.
6. $MDB - Leveraging extensive real-time analysis and AI-driven experiences with Lear...

$Apple (AAPL.US)$ Today, while we can expect a rise at the beginning of the year and the Single Option for the 1/3 deadline is bullish, the options for the 1/24 deadline after Trump's inauguration still appear weak for Apple, Microsoft, and Netflix.Even with the somewhat dead cross trend in the candlestick chart and the dominance of selling at the end of the year, it's still a dilemma to enter quickly. Last year, although the FANG stocks were generally performing well with some slight differences between them, this year it feels like performance might vary by stock. So, aiming for compound interest with FANG in the NISA account is good, but if you want to make specific investments, it's likely that adjusting the allocation ratios of 10 stocks significantly will probably lead to significantly different year-end yields. There aren't as many stocks as an ETF, and it's something easy to create on your own. In that case, you can adjust it yourself every year and continue holding it, or even trim the number of stocks. While lump-sum investing at the beginning of the year is good, this year, I want to be vigilant in observing movements with the mindset that Trump's inauguration marks the real beginning for investments.There should still be an increase in cash positions in the funds before the inauguration. Although it's not something to worry about over the course of a year, it might be wise to start cautiously in this unique year.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ The bond buying back of the fund is over, and the bonds are being sold, it's over.Selling stocks and selling bonds as well, with concerns about the New Year's decline and no hedge. When the interest rate was lowered in September, there was a welcome decrease from the long-lasting high interest rate policy, leading the flow from bonds to stocks. Under a strong economy, it is not just a matter of M1M2 dimensions at the moment, but a discussion on whether inflation will progress further under the Trump policy, how far it will go. Inflation is also embraced as prices rise, serving as evidence of a strong economy. Even if it rises, if it continues to be bought, prices will not fall. In 2025, tariffs, tax cuts, immigration rejection, bond issuances, and temporary bond issuances will further raise interest rates, delaying rate cuts. With each inflation indicator appearing, the 30-year bond yield will increase, and unfortunately, the possibility of a rate hike being mentioned at a Federal Reserve meeting or taking action for a rate hike in the coming years would regress into a high interest rate state.Even if the unemployment rate rises a little, a rate cut cannot be implemented. If it is, there is a concern that inflation will progress further, leading to an increase in interest rates.I think it's dangerous to mix up short-term bonds and long-term bonds when considering bond price movements.