$Taiwan Semiconductor (TSM.US)$
someone went to America and chuck that chatty Mr. Trump's mouth...
Financial results aren't bad, and future prospects aren't bad either. Why didn't it go up due to yesterday's good results? That is nothing but a regulatory risk due to Mr. Trump's remarks...
I don't think you need to worry about it if you look at it in the medium to long term, but there's something about this decline when you look at it in the short term lol
someone went to America and chuck that chatty Mr. Trump's mouth...
Financial results aren't bad, and future prospects aren't bad either. Why didn't it go up due to yesterday's good results? That is nothing but a regulatory risk due to Mr. Trump's remarks...
I don't think you need to worry about it if you look at it in the medium to long term, but there's something about this decline when you look at it in the short term lol
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$Arm Holdings (ARM.US)$
As far as we look at the state of semiconductor demand going forward, it's still going to grow! Maybe there will be more temporary adjustments? I don't care I don't care! Don't worry about short-term adjustments!
・TSMC financial results expectations for 7/18 (assumed to have an impact on semiconductor demand)
・The yen is temporarily getting higher
So I think it's okay to go in early!
※I wonder if the other reasons for the purchase ️ people are saying lol
As far as we look at the state of semiconductor demand going forward, it's still going to grow! Maybe there will be more temporary adjustments? I don't care I don't care! Don't worry about short-term adjustments!
・TSMC financial results expectations for 7/18 (assumed to have an impact on semiconductor demand)
・The yen is temporarily getting higher
So I think it's okay to go in early!
※I wonder if the other reasons for the purchase ️ people are saying lol
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$Kadokawa (9468.JP)$
以前コメントした際に購入された方々、おめでとうございます。
結論:まだまだ上昇幅あると思いますが、一旦売却も視野に入れてもいいかもです。
理由:今週のパウエル発言や指標発表する際、調整する場合に備えての現金確保
まだまだキャッシュがあるよ!って方は、下落した際はナンピンするのもありです!
懸念しなければ行けな️のは下記3点ぐらいかなと!
1)もっとやばい情報が流出
2)元会長の国への訴訟がKADOKAWAにも波及
3)8月上旬に予定している決算が微妙
それではより楽しい投資ライフを!
以前コメントした際に購入された方々、おめでとうございます。
結論:まだまだ上昇幅あると思いますが、一旦売却も視野に入れてもいいかもです。
理由:今週のパウエル発言や指標発表する際、調整する場合に備えての現金確保
まだまだキャッシュがあるよ!って方は、下落した際はナンピンするのもありです!
懸念しなければ行けな️のは下記3点ぐらいかなと!
1)もっとやばい情報が流出
2)元会長の国への訴訟がKADOKAWAにも波及
3)8月上旬に予定している決算が微妙
それではより楽しい投資ライフを!
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$Lasertec (6920.JP)$
While there is a sense that the overall market price is overheated, there are lots of undervalued stocks. The only reason for Lasertech's decline was fraudulent accounting reports for short selling funds.
Other than that, business performance was strong and there was no bad news. If you're going to fight for a short time, one option is to go in now and sell before settlement!
anyway in! lol
While there is a sense that the overall market price is overheated, there are lots of undervalued stocks. The only reason for Lasertech's decline was fraudulent accounting reports for short selling funds.
Other than that, business performance was strong and there was no bad news. If you're going to fight for a short time, one option is to go in now and sell before settlement!
anyway in! lol
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10
$Nikkei 225 (.N225.JP)$
It is important to note that the market is slightly optimistic. There is a possibility that adjustments will be made around Powell's comments and the US Consumer Price Index (CPI), which is scheduled to be announced next week.
○ You can benefit even from high price updates while keeping some
○Securing cash so that it can be put in with a pinch in the event of a decline due to adjustments
One way is to consider things like that.
Let's have some fun!
It is important to note that the market is slightly optimistic. There is a possibility that adjustments will be made around Powell's comments and the US Consumer Price Index (CPI), which is scheduled to be announced next week.
○ You can benefit even from high price updates while keeping some
○Securing cash so that it can be put in with a pinch in the event of a decline due to adjustments
One way is to consider things like that.
Let's have some fun!
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8
$Kadokawa (9468.JP)$
Financial results were going well before the ransomware attack. This issue doesn't shake the foundation of the business either.
I mean buy it! I don't know if this is the bottom, but...
Financial results were going well before the ransomware attack. This issue doesn't shake the foundation of the business either.
I mean buy it! I don't know if this is the bottom, but...
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