$NVIDIA (NVDA.US)$ It's important, so I want to remember it firmly.
Short-term stock fluctuations are due to supply and demand, while long-term ones are due to performance.
When the performance is good but the stock price goes down, think carefully about the reason for the decline, understand why you bought the individual stock in question, and stick to that reason. If the performance is good, the stock will definitely return to its original position and aim higher as long as the financial results do not fail.
Buy dips while diversifying stocks that have dropped due to supply and demand reasons. Consider it lucky that they went down.
Semiconductors are also effective for robotics in the future. AI is going to robotics next, and it is a market that is just beginning now.

$USD/JPY (USDJPY.FX)$ There are two things that have been factored in: about 0.25%, the Japan-US interest rate difference will not be filled up, and one that has already been factored in.
It's a wait-and-see

$NVIDIA (NVDA.US)$ As RSI has fallen below 20, I will start making regular contributions from here as my rule.
I think that Nvidia tends to move sideways and aim higher once RSI drops below 20.
However, there are times when RSI goes down to 15, and it may be good to add after FOMC, BOJ rate hikes, and Big Tech earnings. Anyway, I will buy regularly from here. Good night.

$NVIDIA (NVDA.US)$ The shortsighted investors of Mag7 are indeed saying that there is no profit in proportion to the expenses matching AI at the current stage. Especially Google. But Google's CEO says this.
The risk of not investing in AI is far higher than the risk of investing in it.
AI is a commodity, in other words, the lifeblood for triggering innovation. Therefore, it may be unappealing to investors who cannot directly associate profit margins with the concept of AI. But what kind of solutions will we imagine?
It is certain that Google Search can deliver better ads focused on individual personas by utilizing AI, and Cloud is inseparable from AI.
Furthermore, when it comes to robotics, without applying extensive neural network computation processing in both data centers and locally, advanced movements cannot be achieved.
In short, at present, short-sighted investors are starting to question the meaning of AI! They claim that it only incurs expenses and squeezes profits, which clearly appears to be stubborn selling pressure. The future that definitely requires advanced computations is already here...

$NVIDIA (NVDA.US)$ I think it's actually cheap, but I don't know the bottom, so I'd like to recommend distributed purchases with determined rules from here on. For example, if you have 1 million, never buy them all at once now; buy 2 shares once a week. I also buy it when it drops quite a bit, or I buy it periodically on Fridays. Repeat this. This is because the state of instability continues until the president is decided. I don't know how far the yen has appreciated. If you buy according to your own rules and make it a routine, sunny days will come.
Incidentally, the current chart is similar to the April case, so I personally plan to buy RSI1 around 20. Even if RSI1 is 30, there is a possibility that it will start depending on the chart.

$NVIDIA (NVDA.US)$ Let's reconsider our motives as to why we bought NVIDIA. Will AI become obsolete in the future?
First, at present, both Alphabet and Tesla have announced in financial statements that they will continue to invest in AI in the future. In particular, Alphabet says that the risk of not investing is much higher than the risk of investing in AI. Cloud sales are rising due to the introduction of AI.
Tesla will also launch RoboDisc in 2025 and 2026. A high-performance GPU is essential for this.
These two companies have already invested quite a bit in AI, and profits are at the stage where these investment expenses are suppressed, but the two companies' investment in AI has not relaxed at all, and it can be said that AI is still in its infancy.
In other words, NVIDIA is simply declining due to current supply and demand, and if the president decides, cuts interest rates, and achieves a soft landing, it will go up without a hitch. However, if there is a hard landing, the overall stock price will drop, so it would be better to forget about stocks for a while.
I don't know the hard landing yet, so recently I think that the financial results for August will be the first decision, the presidential election is over, and supply and demand will start rising again until around December, when supply and demand are revived, and it is declining...

$CrowdStrike (CRWD.US)$ It is not a security hole, but rather a temporary decline that is different from the fundamental issue.

$Taiwan Semiconductor (TSM.US)$ This is really going up like crazy.

$NVIDIA (NVDA.US)$ It's not that bad news came out in terms of fundamentals. If you're worried, it's better not to look.

$NVIDIA (NVDA.US)$
Small lots are always sold