「Is the era of M7 coming to an end?」
Since the beginning of the year, the stock prices of the seven major US tech companies, M7 (Magnificent 7), have been buzzing, especially.The recovery after the DeepSeek shock is sluggish.As a result, discussions like this are becoming active lately. On February 11,Barron's（Barron's）は「M7の支配は終わり。株を売るべき時が来た理由は？」と題した記事を、UOwl.The Wall Street Journal.（WSJ）は「マグニフィセント7はもう古い？今年の注目は現金還元株」と題した記事をそれぞれ掲載した。
Discussions about the "dominance" and superiority of M7 have taken place in the past, but the reason it is attracting more attention recently is because of this.The impact of the DeepSeek shock.It is believed to be.For the past two years.in which, $NVIDIA (NVDA.US)$ M7, represented by this, has been leading the AI market, but that is as follows.PremiseIn other words, to win the AI race.The construction of high-performance AI models is necessary, and for that, large-scale capital investment and time are essential.The prospect of monetization comes first.However, a relatively high valuation is within the acceptable range.So,That is the situation.Nevertheless,However,Nonetheless,De...

$BigBear.ai Holdings (BBAI.US)$
A soft trend is expected, but if it's just an adjustment, then it might just be a good opportunity to Buy.

$Coinbase (COIN.US)$
It seems we are waiting for news from Trump's side, and the price has risen due to an opened window, but it seems we will have to close that window with a Sell based on the facts...
Opinions are divided on whether BTC will stay flat or break out.
If patience is not exercised and held, one will miss the moment when the lightning shines.
There is no choice but to hold.
The same stance applies to all related stocks 🙉🙈.

$Oklo Inc (OKLO.US)$
There was a possibility of the premise collapsing, so I temporarily took profits on Okuro, but then continued to aim for higher levels...

$MARA Holdings (MARA.US)$
It's not surging yet, so we will wait, yes.

$GraniteShares 2x Long NVDA Daily ETF (NVDL.US)$
Panic selling is now seen as an overreaction, as what was placed at the limit price is now being hit, causing confusion.
Unable to resist the monthly candlestick death cross.
February is weak.
Customs duty topic
Can't find any positive individual stock news...

$Bitcoin (BTC.CC)$
Congratulations to everyone who endured the pain and held on to virtual Currency ETF 🎊

$Bitcoin (BTC.CC)$
Who benefits?
Is there anyone who can stop the stubborn runaway train?...
Did you think there would be no retaliation?
It will become a big problem involving the whole world.

$GraniteShares 2x Long NVDA Daily ETF (NVDL.US)$
The overvaluation of US stocks is expected to be corrected soon, triggering a near 20% crash.
I was prepared for the cold water that has been repeated in this analysis with nothing but agreement...
Am I not overestimating this risk by being stuck in an optimistic mindset and stopping critical thinking?
If true, this would be the largest black swan event.
We still lack sufficient analysis, and we are stuck because there is so much unknown information about the black swan event.
For now, I have disposed of the semiconductor and electrical utility holdings I had.
Winning is difficult.
Not losing is the golden rule of survival.

$NVIDIA (NVDA.US)$
Looks like a math genius... a genius in investing.
There seems to be news about an investigation into the theft of information from Open AI.
Because it was created inexpensively in a short period of time, it caused a shock by overturning the premise of expensive chips and huge investments in Mag7...
Releasing it on the day of the inauguration, you can feel the intention, right?
The Trump campaign shouldn't be unaware, and on top of that, they should have announced the Stargate Project.
Having come full circle... How will the market react?