On the 1st, the trend of yen appreciation rapidly strengthened in the foreign exchange market, and yen$1 = rises to 148 yenI did it. In addition to the Bank of Japan's decision to raise additional interest rates, the fact that the Fed suggested the possibility of early interest rate cuts in the US accelerated yen buying, and on the dollar yen chartThe 200-day moving average also fell。
According to Bloomberg, exchange strategists from foreign-funded institutions such as Amundi and TD SecuritiesThere is a possibility that the appreciation of the yen will advance to 140 yen per dollarPoint it out. Who are the strategists of the McColley GroupProgress to 125 yen by 25/12It seems like they think it is there. According to Bloomberg data, by financial institutions in major countriesThe average dollar yen forecast for the end of this year is 149 yen per dollarSo,147 yen for the 25th quarterA further rise in yen is expected. The Tokyo stock exchange rate fell drastically on the 1st due to the appreciation of the yen, and TOPIX fell 3% or more at the closing price. Even in a rough marketMerit stocks with a retrograde appreciation of the yenI confirmed it.
▼Dollar to yen forecast for the end of '24(Bloomberg)
An appreciation yen merit stock bought on the 1st with 1 dollar in the 148 yen range
On the 1st, Tokyo Stock Exchange PrimeOver 90% fellWhile doing it, $Nisshin Seifun Group (2002.JP)$Ya...

$Faber (220A.JP)$
The listing timing was terrible
I think it's really bad luck
I want them to do their best

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
$Rigetti Computing (RGTI.US)$
Ligetti is rising isn't it
N acquired Ligeti Computing for 10 billion dollars and concluded an all-share purchase agreement aimed at utilizing quantum computing
Quantum is definitely the next step in the AI bubble
Quantum can be seen beyond N's line of sight

US stocks continue to rise。Inflation is slowing、Expectations of interest rate cuts continue、There are three signatures of good performanceit's for. In particular, good performance has dispelled concerns about high valuations.
At your feet3 notable AI-related stocks, a major semiconductor company $Broadcom (AVGO.US)$, the software giant's $Adobe (ADBE.US)$with $Oracle (ORCL.US)$ButAll together is a good settlementannounced.Both stock prices surged 10% or more compared to the previous day。
OfBroadcomisThis year's AI semiconductor sales forecast was revised upward from the previous 10 billion dollars to 11 billion dollarsI did it. There is a possibility that Broadcom has emerged as a rival to NVIDIA, which is leading the way in terms of AI semiconductor sales.Good performanceWith the announcement of the split, it seems that developments that test high stock prices will continueThat's it.AdobeisThe full-year outlook was revised upwardThen, stock prices skyrocketed due to overtime trading on 6/13.It has fallen 23% year to date, and the sense of being late is still clearI can say that.It is expected that review purchases will continueIt will be done.Oraclealso showed strong demand in the AI field on 6/11, and it rose 13% the next day...

● $NVIDIA (NVDA.US)$isA rise of 20% or more in the 4 days after financial results were announcedThen,The year-to-date rate of increase is 130%It has also reached
● NVIDIA's entire AIAI ecosystem has also been strengthened, and it is more important to have a deep understanding of its components.
● The AI ecosystem extends from chips to utilitiesCovers many key areasDoing it.
●Semiconductor companies that have established close cooperative relationships with NVIDIA since the beginning of the year12% to 60%The rate of increase is increasing.
● Brands such as utility/power solutions, servers, thermal management/cooling, and data storage are also improving high performance.
The stock price of “AI Emperor” NVIDIA has once again entered a sharp rise mode,An increase of 20% or more in the 4 days after financial results were announcedIt was recorded. As a driving force in the AI field, NVIDIA'sThe year-to-date rate of increase is 130%It has also reached. This track record not only highlights NVIDIA's overwhelming strength in the AI field, but also suggests limitless possibilities for the future. Furthermore, not only NVIDIA,The AI ecosystem is also gradually getting stronger, NVIDIA's AI...

$Cuorips (4894.JP)$
I've been waiting impatiently for this day. Congratulations to all the holders 🎉 There is still a long journey ahead, but I believe the future is wonderful and bright.

$Solowin (SWIN.US)$
Long Gone‼️ (・∀・) launch ‼️

$GameStop (GME.US)$
Interesting price movements

The consolidated financial results for the fiscal year ending 2014/3 of the five major trading companiesDecline in resource pricesDue to the effects of4 companies reduced profitsIt became. About the fiscal year ending 25/3Non-resource businessIs strong $ITOCHU (8001.JP)$While 3 companies, etc. anticipate an increase in profit, $Mitsubishi (8058.JP)$etc., 2 companies predicted a decline in profit,Light and darkhas split. However, company-wideActive stance on shareholder returnsIt has rather strengthened, and the total return amount combined with dividends from the five companies and stock buybacks has risen to a record high of 1.9 trillion yen. There is also a possibility that investment by activist funds had an impact in part.
A US investment company that holds approximately 9% of the issued shares of 5 companies $Berkshire Hathaway-A (BRK.A.US)$Warren Buffett, a famous investor, talked about investing in Japanese trading companies at the company's annual general shareholders' meeting on the 4th of this month”Very satisfied” (Jiji Press) said. Previously, he suggested holding up to 9.9%,Room for additional investmentThere's still more left. A business with room for an increase...

The Bank of Japan at the monetary policy meeting held on the 26thMaintaining the current state of monetary policyI decided on it. The negative interest rate policy was lifted at the March meeting, and the view was expressed that the accommodative financial environment continues. As interest rates are maintained low, the interest rate difference with the United States remains open,Dollars to yen up to 156 yen at one timeThe low price has been updated.
In part of the market, there was a view that 1 dollar = 155 yen was the government's “line of defense,” but the depreciation of the yen progressed to the latter half of the 156 yen range without any sign of exchange intervention. Mr. Okada Yusuke of Mitsubishi UFJ Trust and Banking said, “I thought there would be an intervention for 155 yen. At this rate, it could go as high as 160 yen,” he said.
The rapid depreciation of the yen has boosted Japanese stocks and attracted the inflow of funds from overseas into Japanese stocks. The ongoing depreciation of the yen strengthens exports, particularlyBenefiting major exporters of automobiles, electrical equipment, precision instruments, machinery, etc.It is anticipated that there is a possibility that it will result.“Advantages of the depreciation of the yen”The stocks are as follows.
If you look at the 2023 net profit rankings of Japanese listed companies,The performance of Japan's top companies has a big relationship with overseas earningsI'm doing it. In particular, $Toyota Motor (TM.US)$The automobile industry represented by...