$Tokyo Electron(8035.JP)$
Researcher Takayama Yoshiaki of the Japan Institute of International Affairs, who is familiar with export control, points out that “preventing technology outflow of goods produced using national funds is an inevitable trend even from a global perspective.”
Movements to protect domestic technology have intensified globally, and there are also stricter rules overseas. In Korea, it is permitted for companies to restrict changing jobs to other companies for human resources possessing important technology such as semiconductors determined by the government. In Taiwan, when human resources involved in important technology travel to mainland China, permission from the authorities is required.
5 fields of semiconductors and machine tools, technology transfer prevention as subsidy conditions
For example, in semiconductors, advance consultation is required when increasing production volume of advanced products equivalent to less than 30 nanos (nano is 1/1 billion) meters or less in other countries, and legacy semiconductors by 5% or more, and legacy semiconductors by 10% or more. If there is a violation of the guardrail clause, there are cases where a refund of the subsidy is sought.
$Advantest(6857.JP)$
In the afternoon, it began to wobble again, and we are on our way to cutting today's low price.
I'm not buying an additional one today, but I'll cry if I drop it tomorrow too.
After all, today...

$C3.ai(AI.US)$
If anything, I think it would be ideal for a company that was interested in C3 generative AI and made a new contract to sign a contract for other services, and sales would explode.
So gradually it's better if the C3 generative AI contract company is a new company that hasn't signed a contract until now. At least it's not that far at present.
It's the same thing as emphasizing the growth rate of the Federal Division or doing it with PLTR.
If the growth of the government sector is great, it will be emphasized, and if the growth of the private sector is amazing, that will be emphasized.
However, since the overall sales growth rate is in the 20% range, the strong growth of the government sector means that growth in the private sector is 20% or less of the overall average.
Nonetheless, the guidance isn't seamless, it's clear, and isn't it a good one in C3AI's recent financial results? I personally think so.

$Chevron(CVX.US)$
Since the long dark line with an upper beard came out on April 12, it means that the pressure of profit-making sales won over the pressure to buy and dropped drastically.
In other words, it's the ceiling. After that, it proved that there was a certain percentage of people who sold in a hurry because their upper beards showed up even though they weren't big on the 15th of the week. The next day, the 16th, it was a drop when the sky was opened, but since the lower beard was shaded, it was negative compared to the previous day after stopping falling and picking up. There is a big possibility that the downward momentum will weaken with this
The finances are solid here, so most things are fine.
If I have money, I can start another business as much as I want.
In that sense, Tesla is fine, but that's because Tesla doesn't have dividends.
There is almost no doubt that President Trump, who hates EVs, will take office, so the trend is shifting from EVs to hybrids, and it is possible to investigate prices by increasing or decreasing production of crude oil by any amount.
It seems that April was affected by short sales compared to Tesla, so I bought a Chevron that held up even so.
The way I look at it has changed since six months ago.
Personally, if it's in the $160 range, don't hesitate to buy it. Let's wait and see if it's in the 161 dollar range.
Hess shareholders approve merger with Chevron

$Bank of America(BAC.US)$ Net profit for the fourth quarter of 2023 announced by Bank of America (BoFA) on the 12th was 3.1 billion dollars, a drastic decrease from 7.1 billion dollars in the same period last year. The fact that a temporary cost of 3.7 billion dollars was recorded resonated.
Earnings per share were 0.35 dollars, a significant decrease from 0.85 dollars in the same period last year. Earnings per share excluding two temporary expenses, such as replenishment to funds in the event of bank failure, were 0.70 dollars, which slightly exceeded the forecast of 0.68 dollars compiled by LSEG.
The trading division and investment banking sector performed well, and revenue from the trading division for the fourth quarter was 38 billion dollars, up 1% from the same period last year. Stock earnings soared to 12%. The investment banking sector's fee revenue increased 7% to 1.1 billion dollars. Net interest income (NII) fell 5% to 13.9 billion dollars.
At the beginning of October last year, when it was around $25, I bought more, thinking it was a bargain sale, but I wish I had bought more.
Of course, there were quite a few unrealized losses at that point.
It's positive when converted to yen, and it's fine because there are dividends, but I just made it positive in dollars...

$Mitsui O.S.K. Lines(9104.JP)$ I wonder what the person who told them that both UFJ and UFJ would go up when they were falling but were dazzled by the momentary profit and shouted for stock prices that wouldn't go away (laughs)
In 2022/11, a senior analyst at Mitsubishi UFJ Morsta Securities expressed the view that “2600 yen, sale,” but the current stock price is more than double the exact opposite.
Analysts from SBI, Rakuten, and au Kabcom commented in today's Nikkei “Shipping Stocks High for the First Time in 3 Months” article, but unfortunately, there were no comments from great senior analysts who thought “I definitely want to hear your opinions and insights.”
MOL --- to 25 ships equipped with Wind Challengers by 2030

$DyDo Group Holdings(2590.JP)$ The PER for beverage brands is too high.
Make up for the deficit by selling our stock at a high price
Like Itoen, the drink sector is also kind of tough.
Consolidated net sales were 53.1164 million yen (up 12.9% from the same period last year), and consolidated operating loss was 611 million yen (operating loss of 539 million yen for the same period last year)
Consolidated ordinary loss was 1,291 million yen (ordinary loss of 442 million yen for the same period last year), and quarterly net profit attributable to parent company shareholders was 3.46 billion yen (quarterly net loss attributable to parent company shareholders of 296 million yen for the same period last year)
that's no good!
I bought it at the closing price of 2691 yen and the moment I saw the financial results bulletin, I immediately cut my losses at 2650 yen on PTS, but if tomorrow's side is 2550 yen or less, I'll buy it on my side

$Exxon Mobil(XOM.US)$
On Monday, the stock with the highest call trading premium in US stocks was here.
So, I got into AH at 116.5.
I bought the underlying stock because it was a time when the option wasn't open.
> Pioneers were looked back at ExxonMobil and the number increased all at once (looks like)
> Does an average acquisition unit price of 0 mean that all stock prices are profitable, and taxes are applied here?　
There were reports on the 1st of this month that the acquisition is expected to obtain approval from the FTC.
There still seems to be an upheaval in the Middle East region and the war situation in Ukraine, so I think that the takeover of interests within the United States by American oil majors will come out well.
Norwegian government fund opposes reappointment of Exxon director

$Disco(6146.JP)$ If you don't sell short, the stock price won't rise, but the amazing trader who managed his own fund through Morgan Stanley won't go short unless he buys the balance in the stock loan market for overseas Japanese stocks from a data vendor, which far exceeds the short sale scale in Japanese margin trading.
they say it's reckless to short sell without information.
$Advantest(6857.JP)$
The Friday closing price of the NY market is closed today, and it's been a day of watching the situation before the US Economic Index is announced.
The trend is positive, but it's probably something like this. We'll end up with a quiet deal today.
Now that NVIDIA's financial results have come out, there is no material that would cause a rise in buying, and margin sales continue
Is it adjusted up to the 25th line, and if you don't do well, adjust it up to 50000 yen
Follow NVIDIA in the US, which has an advantage in buying ad tests, disco, etc., and is progressing on the highest price road

$Sumitomo Mitsui Financial Group(8316.JP)$ No matter how you look at it, it's an adjustment.
The closing price of 9789 is above the midpoint value of 9750.5 between today's high price and low price, so the way to buy for a push is slightly dominant.
I'm looking forward to it~~.
Despite NY's Downau and Nikkei futures falling due to rising PMI, this ended with a drop of only 1 yen.
It's popular here, and it's too strong!
I can't buy it even if I want to buy it under pressure. I regret that I should have bought more. Starting next week, it will go up again.

$Amazon(AMZN.US)$ This year,An increase of 20% or moreAnd it was performing well. But this is probably just the beginning of a bigger movement.
Amazon's business was beginning to change into something investors had never seen before, and that was great news.
Amazon Web Services' growth is back
Amazon Web Services (AWS) is Amazon's cloud computing business. This product allows clients to rent compute space from Amazon and run workloads in the cloud. This will become a popular strategy, and customers will be able to scale up or down their computing capacity as needed. There is currently a huge demand as many companies are looking to create AI models to run their businesses more efficiently.
Unfortunately, AWS was unable to feel this demand throughout 2023, but competitors Google Cloud and Microsoft Azure felt it. But...