Good morning!!
While some individual items have gone up, overall it's very negative 🥺

Previously, we conducted an overview of the overall profit and loss as of December 9, 2024, focusing on general sentiment and analyzing the stocks that generated profits. This time, I would like to reflect on the losses incurred over the past year as of December 21, 2024.
Firstly, the top loss-making stock was SMCI with a loss of approximately $18,700. I believe I was not the only one who considered SMCI alongside NVDA as the top players during the AI-related investment boom in the first half of the year, as of December 21, 2024. I still believe that the substantial investment in training facilities for AI at the time occupied a significant position in the movement surrounding AI, justifying the concentrated investment in this stock even at present. However, accounting scandals within the company posed a significant risk factor that could influence stock prices, even to the extent of the possibility of market exit, underscoring the high risk of a portfolio heavily reliant on a few companies. Following the loss realization in May, the continuous decline in the stock price raises questions not only about the possibility of delisting but also about potential audit-related changes. Therefore, thorough examination is necessary until all extraneous uncertainties concerning the company are resolved.