Semiconductor stocks have been leading the market up to now, are they still?
Personally, I have been looking at semiconductor stocks while keeping an eye on related material stocks.
Is it just me who perceives material stocks as not so good?
If we assume that they are not good, what about the future of semiconductors?
Shouldn't we verify it?
I think it's okay if it's not worth worrying about...

SMCL. Suspicion by AMD?
Is even the monster NVIDIA falling along?
I have a sense that doubts about AI and semiconductors are intensifying.
It seems that expectations are still too high.
After-market apple earnings have become more challenging, haven't they?
On the other hand, we see it as a good thing not to become overly optimistic.

The US presidential election (electoral college election) is approaching.
It is said that the Democratic and Republican candidates are in a close race.
What I think needs to be considered precisely because it is a close race is the federal congressional elections held on the same day as the presidential election (renewal of all seats in the House of Representatives and one-third of the Senate) and several state gubernatorial elections, among others.
What will be the outcome?
What will happen to the majority in the federal parliament after the new president takes office?
Furthermore, what about state governors?
It is also predicted that chaos may ensue.
Considering such possibilities, how should one approach market operations?
I feel like my brain is going to collapse.
Due to the close race in the presidential election, there is a delay in counting the votes? If a recount is necessary, it will take time to confirm the president.
Results of the majority in the parliament and the state governors will be known first.
What will happen next...?
You can't take your eyes off political and economic news, can you?
Not only the US, which influences the world, but also Japan...
It was a tweet from someone who understands that politics and economics are interconnected.

Dissolution general election in the Ishiba administration.
Did the ruling side predict the current situation?
In order to wipe out the negative legacy of the Liberal Democratic Party, including the political and money issues, the forgotten Moritomo Gakuen issue, the old evils of the party, and unfortunately deceased former Prime Minister Abe's faction, as well as the shadow warrior Aso faction, I believe that the dissolution general election is necessary.
As a result, a fresh parliament with a majority maintained by the LDP and Komeito. I also think they were envisioning running the operation of the government. It was an election that said goodbye to the old-fashioned politicians and amateurs!
Contrary to expectations, the Constitutional Democratic Party of Japan saw a rapid increase in seats.
The 20 million yen issue of the Liberal Democratic Party should also be a tailwind.
I remember those days before the Great East Japan Earthquake.
The administration that stood out only during the sorting process, was a government that made a mistake in its initial response to a great earthquake comparable to a crisis.
I think it's a good thing that the ruling party group and opposition party group's seats are evenly matched.
After the election results are finalized, it is uncertain whether a coalition government will be formed, but I feel like the Constitutional Democratic Party of Japan holds the key.
In any case, foreign investors may hesitate to pour gold for a while.
These were personal thoughts and opinions.

If the LDP and Komeito coalition gains a majority, there may be buying back leading to a rise in stock prices, then observing the situation related to the U.S. presidential election and others.
(However, if the U.S. presidential election becomes a close contest, it also raises the question of when the new president will be confirmed.)
If the LDP and Komeito coalition falls short of a majority, will there be further selling pressure? (Although there have been sales in the past week...) → It may remain chaotic for a while. Will it depend on the U.S.?
I think it's important to discern the essence without being swayed by the trends.
It seems like I will be tossed around until the end of this year.

The US presidential election will be held on November 5th.
Along with that, the federal congressional election will also take place.
Is it because the situation of both presidential candidates is so close? It is difficult to understand why it is hardly mentioned in the media.
The federal congressional election vote will be on the same day as the presidential election vote.
The breakdown is the re-election of all 435 seats in the House and 33 seats out of 100 seats in the Senate.
Is it a good result for the new president? Or a bad result? I don't know, right?
In Japan as well, the focus is on whether the ruling coalition can secure a majority. Watching and hearing reports on the election, I am disappointed in the opposition. On October 27, I plan to vote for the candidate and party that I believe are worth trusting.

As usual, ultimately followed my own intuition. Without being swayed by noise...
However, I have never moved the Japanese and American stocks as much as I have this year. In previous years, after setting them, I would leave them alone without much movement, just looking at the numbers and occasionally glancing at a graph called a candlestick...
As a result, I have reached the current situation by moving or keeping cash after selling, securing the confirmed profits as usual.
Unlike previous years, there was time spent focusing on the numbers (about 4-5 times a day) and stress.
Is this also a form of learning (training)?
I always hope to return to a situation where I can set and forget.
It's still too early to look back, but the stocks with high recognition that I have been helped with, are
In the USA, companies like ServiceNow, Snowflake, Salesforce, TSMC, and Constellation Energy, etc.
Recent companies like Apple, NVIDIA, and biotech stocks, ...
On the other hand, microsoft, broadcom, lilly, micron, and palantir failed. (Timing of entry and exit was too bad)
Japanese stocks -> Hitachi Ltd Sponsored ADR, Mitsubishi Heavy Industries, Kokusai, Yamazaki Electric, recently Jugawa Electric, and...