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$Arm Holdings(ARM.US$
Intel and Arm whose positions were reversed in the past and present
It doesn't overlap with the composition of AI accelerators teamed up with NVDA, GraphCore, and ARM, where positions may be reversed now and in the future
This is because GPUs (NVDA) are not ideal for AI semiconductors, so those who control chips control everything ❗
There is no doubt that Masayoshi Son is desperately aiming for the leading role
Intel and Arm whose positions were reversed in the past and present
It doesn't overlap with the composition of AI accelerators teamed up with NVDA, GraphCore, and ARM, where positions may be reversed now and in the future
This is because GPUs (NVDA) are not ideal for AI semiconductors, so those who control chips control everything ❗
There is no doubt that Masayoshi Son is desperately aiming for the leading role
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The day before yesterday was a shocking day when many leading stocks plummeted due to the CPI announcement, but last night's US stocks came back properly 😌 If the decline continued like this, we had no choice but to break down when the trend changed, but I'm relieved to have returned first.
First, clear the first hurdle, but Monday after the week starts is the second hurdle. If the highest price cannot be updated at the beginning of the week and it falls again, it can be determined that it has already entered a downward pattern, so I think they will withdraw all at once. I want it to rise without incident ⤴️
What bothered me individually
$Eli Lilly and Co(LLY.US$ Instead of returning half the price, double it! I won't stop until I aim for 1000 dollars 👏
$Apple(AAPL.US$ Maintaining a beautiful chart 🍎
$NVIDIA(NVDA.US$ I didn't get half back... Do you think positively that volatility has decreased? 🤔
$Alphabet-C(GOOG.US$ Far from returning, it continued to decline. This is probably the end of the week 😢
First, clear the first hurdle, but Monday after the week starts is the second hurdle. If the highest price cannot be updated at the beginning of the week and it falls again, it can be determined that it has already entered a downward pattern, so I think they will withdraw all at once. I want it to rise without incident ⤴️
What bothered me individually
$Eli Lilly and Co(LLY.US$ Instead of returning half the price, double it! I won't stop until I aim for 1000 dollars 👏
$Apple(AAPL.US$ Maintaining a beautiful chart 🍎
$NVIDIA(NVDA.US$ I didn't get half back... Do you think positively that volatility has decreased? 🤔
$Alphabet-C(GOOG.US$ Far from returning, it continued to decline. This is probably the end of the week 😢
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$Luminar Technologies(LAZR.US$ Isn't it coming soon? Autonomous driving.
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$Luminar Technologies(LAZR.US$ There are people who are worried about exchange losses when the yen appreciates, but even if 150 yen becomes 120 yen, it will be reduced by about 20%. If you think about the future potential of Luminar, I think it's twice as light, and it's nonsense to hesitate to invest thinking about exchange losses
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$China Liberal Education(CLEU.US$
Incidentally, Niagara happened here in August of last year because it was also used for investment fraud
It was just split in reverse at the beginning of this year, but I wonder if it will happen again...![]()
After all, it's not something to dabble in suspicious stocks![]()
Incidentally, Niagara happened here in August of last year because it was also used for investment fraud
It was just split in reverse at the beginning of this year, but I wonder if it will happen again...
After all, it's not something to dabble in suspicious stocks
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$Micron Technology(MU.US$
The stocks I sold went up...
Will the stocks I bought fall,
I wonder why ♪
MU fell, so I thought I'd buy more, but since I didn't have any dollars on hand, I took advantage of the VRT that had fallen and bought MU. Immediately after that, MU fell, and VRT began to rise.
I'm too bad at it![]()
Well, if you look at it over the long term, is this an error![]()
The stocks I sold went up...
Will the stocks I bought fall,
I wonder why ♪
MU fell, so I thought I'd buy more, but since I didn't have any dollars on hand, I took advantage of the VRT that had fallen and bought MU. Immediately after that, MU fell, and VRT began to rise.
I'm too bad at it
Well, if you look at it over the long term, is this an error
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While semiconductors and semiconductor manufacturing brands have been unstable for a while, I think the power to drive market prices as flower stocks will decline. Of course, it goes without saying that these companies must not stop competing for development with an eye on the future.
As an example, MU completed chip orders in 2025. So, since stock prices have already been incorporated, they are not growing contrary to the sharp rise in the previous quarterly financial results.
There are high-performance chips, and aren't there companies that don't want to miss out on buying those high-performance chips? I can make that prediction.
How will these high-performance chips be utilized, and how will they be operated and developed?
Am I being dumb? I can't see this part very close at all.
There are announcements and information that such a future awaits due to AI, but...
What I want to say about AI is that we cannot expect a sharp rise in chips at the moment,
If you expect it, it means that software-related stocks that can make effective use of chips may be more delicious for stock management.
If the software system starts to go well, high-performance chip brands may rise further without being able to pop...
As an example, MU completed chip orders in 2025. So, since stock prices have already been incorporated, they are not growing contrary to the sharp rise in the previous quarterly financial results.
There are high-performance chips, and aren't there companies that don't want to miss out on buying those high-performance chips? I can make that prediction.
How will these high-performance chips be utilized, and how will they be operated and developed?
Am I being dumb? I can't see this part very close at all.
There are announcements and information that such a future awaits due to AI, but...
What I want to say about AI is that we cannot expect a sharp rise in chips at the moment,
If you expect it, it means that software-related stocks that can make effective use of chips may be more delicious for stock management.
If the software system starts to go well, high-performance chip brands may rise further without being able to pop...
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$Grab Holdings(GRAB.US$ If you look at the shareholders of this company, Uber, SoftBank, and Toyota Motor are listed at the top, but they probably own them in consideration of future potential. It's a low $3 stock now, but I'm looking forward to 10 years from now.
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️ It's a great low-ranking stock to prepare 
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$Arm Holdings(ARM.US$
I think it would be foolish to rush into a sharp decline and run for sales; today, maybe until around Monday and Tuesday, the decline may continue, but now I'm just enduring it
I think it would be foolish to rush into a sharp decline and run for sales; today, maybe until around Monday and Tuesday, the decline may continue, but now I'm just enduring it
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