$Allied Telesis Holdings KK (6835.JP)$
Gaze.

$Appier Group (4180.JP)$
With the Funds incorporated overseas, there have already been fewer items for sale, and around 1.5 million shares were borrowed and sold off.
Why pull the legs of growth-oriented companies?
Just took a look at yesterday's meeting and learned about the true mission of finance from high school students.

$Socionext (6526.JP)$ Why has this place fallen like this?
It used to have a strong image as a highly regarded stock, but is there anyone who can provide a digest comment?

$Japan Tobacco (2914.JP)$
Why is there no STAR...
Should I go in for Dividends!?

$Gorilla Technology (GRRR.US)$
Conversely, from the perspective of day traders or Short Sell.
After rising more than 40% in a week, there is an event with positive news coming up after the holiday next week, so there is no reason not to sell on the Friday before the holiday, right? Additionally, it seems that with the recent troubles between Nvidia and SoundHound, the surrounding AI has become a declining trend in algorithms.
If I sell once and buy back after the decline, I would make a fortune at the webinar on February 19.
Because I am investing, I just hold until the target without getting flustered, but looking at it this way makes the reasons for the decline clear and eases my anxiety.
$NVIDIA (NVDA.US)$ $SoundHound AI (SOUN.US)$

$Gorilla Technology (GRRR.US)$
Gradually selling off NVIDIA Bull x2 to Buy Gorilla.
In the end, added to the position around $29... it could have gone down a bit more... was it premature...
Looking forward to next week!!

$Taiwan Semiconductor (TSM.US)$ $Intel (INTC.US)$ TSMC considering running Intel's US factories after Trump team request. Totally good news for Intel, however the big money played the opposite, WTF.

$Hims & Hers Health (HIMS.US)$
As expected. The number of large L purchases is increasing...
Yesterday, there was a large player who wanted to burn the Short Sell forces, and they are likely coming in to provide support...

It is extremely delayed, but for the time being, I have released my quantum-related investments. The remaining question is how long to stay involved with the cryptocurrency related to the Santa Rally (which was unsuccessful) and the debts of DeepSeek.
And have turned into locusts. $Sidus Space (SIDU.US)$ -50%
$Direxion Daily NVDA Bull 2X Shares (NVDU.US)$ If it turns profitable, I will consider swapping it for physical assets or become a gorilla holder at the right time. In any case, leveraged ETFs are tough, so I will reduce my holdings.

Expansion of investment in AI DatacentersAs a result, the popularity of Infrastructure-related stocks continues. The company involved in communication infrastructure such as Optical Fiber, "The three major wire companies'' $Fujikura (5803.JP)$、 $Sumitomo Electric Industries (5802.JP)$、 $Furukawa Electric (5801.JP)$The demand at the moment is strong, leading to a revision of the full-year consolidated results for the fiscal year ending March 2025.All were upward revisions.Fujikura has.This is the third consecutive upward revision for the current fiscal year.。
▼The status of the revisions for the consolidated results forecast for the three major electric wire companies for the fiscal year ending March 2025.
Are the concerns about slowed AI investment due to the DeepSeek shock unfounded?
By the end of January, the rise of low-cost AI by China DeepSeek will be prominent.concerns about a slowdown in AI infrastructure and hardware investmentspread,all three stocks fell significantly,but all recovered significantly and rose after the Earnings Reports, with Fujikura showingUpdated the all-time high since listing.Fujikura has a high ratio of revenue for Datacenter sales.It is likely to benefit the most from AI investments.It appears to be preferred due to certain reasons. The other two companies also seem to move in response to AI investment-related headlines, similar to Fujikura.However, their revenue structure is different from Fujikura's.。住友電工も古...