SOFTBANK GROUP CO, Oracle Corp, and OpenAI have announced a project. There was an announcement with a value of 500 billion dollars...
Since the full details are not clear, it is unknown, but I believe it has become apparent that President Trump is also leaning towards high tech, including AI, right?
Even on this topic alone, it can be a significant basis for judgment.
Nevertheless, SOFTBANK GROUP CO's Masayoshi Son has gained far more opportunities for communication and deals than the president-elect Trump and even a country's prime minister! Isn't it amazing?
Will the Trump presidency inauguration rallies continue for a while?
Let's proceed calmly and cautiously.
Sometimes, there are adventures that match a courageous person's stature...!?
Oracle Corp, ARM, and Tempest are on the rise.

The USA is closed due to Martin Luther King Jr. Day.
It is a good opportunity to reset the mind.
Additionally, that day marks the Start of 2.0 due to President Trump's inauguration.
From that day on, a frequent issuance of presidential orders is expected, and what to discuss and what to run will be considered with the utmost interest in various matters. Keeping an eye on the response from the Japanese government...
In the Global Equity ETF market, it seems to be America First, so accurate information should be used to evaluate predictions,
the determination of whether action should be taken?
the determination of the timing for action.
First of all, it might be good to monitor the situation and proceed without delay.
For a while, it seems likely to behave speculatively, so be cautious!

Since the beginning of this year, the market has been moving unstably and intensely (speculative movements can be seen).
Despite starting the year with new determination, I believe many have fallen into a trap of significant losses due to chasing after losses.
Since early November last year, when Mr. Trump was elected as the next President of the USA, the market has witnessed speculative movements based on various information, including rumors.
As a result, the rise immediately after the decision of the next President was absorbed and released due to the subsequent unstable movements.
In the end, it means that nothing is left (on average).
On the other hand, those who managed their positions well earned significant profits, while those on the opposite side incurred significant losses.
I did nothing since the beginning of the year. As a result, I am glad that it is a subtle positive. I had decided not to take any real deals until after January 20th... (I am an average amateur, so)
January 20th is considered the New Year's Day of the 2025 stock market, and the quarterly earnings reports are also starting.
This is the Start.
Let's assess without being swayed by speculative movements and accumulate.

The title may be a fact that most people on Earth may not be aware of.
The conflict with bloodshed is Ukraine vs. Russia.
Israel vs. hostile armed groups with Iran behind them?
Here, it may be possible to deal with the visible dire situation!
The great war that does not shed blood is a war between the USA & allied countries and China & countries under Chinese acquisition? → This side is more dangerous! The Third World War may be unfolding now. However, most people cannot see it. Because it is transitioning to a digital war...
The fact that it is invisible (without bloodshed) leads to being controlled without realizing it.
I want accurate news to be conveyed to the world, and I want to develop the skills of analyzing news and making decisions. It is important to gradually expand your perspectives.
Stock prices also fluctuate due to events like the above.
By the way, I just want to declare that I am not a conspiracy theorist.

In yesterday's USA market, there was a crash in the Quantum Computing sector.
It seems to have been influenced by a single word from NVIDIA's fans, but to drop so much...
If I were to express my impression in one word, it might be that a speculative bubble has collapsed.
I am also skeptical about cryptocurrency, and I can only hope that things will not turn out that way, but I clearly think that cryptocurrency is a bubble. If it bursts, it will definitely impact the entire Market Overview.
It seems that speculative movements are also appearing in other Sectors, so I feel once again that careful management is necessary.

These are all the stocks I narrowed down at the beginning of the year.
For the time being, I have decided to observe non-filtered stocks only as a reference. (Observation only until the end of February)
Looking forward to what will happen to the narrowed down brands at the end of the year. How many brands will leave, and how many new ones will come in? Including...
Because I have decided to be solid, this is a list without any interest.

Especially in the USA, since the confirmation of Mr. Trump to the present, the rise in cryptocurrency, unmanned aerial vehicle imitations, quantum computers, and even in companies related to masks including Tesla has been remarkable due to the sectors during the Trump administration and statements during the presidential election.
I believe that all of these are due to experience and expectations for news and topics. Especially regarding the related stocks mentioned above...
For example, quantum computers? They are still not visible.
What about managing cryptocurrency to dispel concerns for the general public?
And,
I feel like I'm investing in unseen stocks and experiencing fluctuations.
When it comes to AI, it feels like it's finally starting to become visible.
AI is becoming visible, but quantum and cryptocurrencies are not visible.
Therefore, I plan to observe and exclude quantum and cryptocurrencies, focusing on other sectors.
Regarding the USA, I have selected about 50 stocks with sector diversification at the end of the year, and I intend to focus on them for a while without looking at others.
Currently, I am investing individually in only 2 stocks for the USA with emphasis on stability and security (excluding ETFs with a long-term view).
Still, it's up about 3%...

Happy New Year.
There were probably those who had a good year, those who had an average year, and those who had a not-so-good year in various aspects last year.
I pray for the health, success, and happiness of all people.
To become a better life...
I continue to mutter to myself as usual, but thank you for your understanding 🙇

Last year was better, and this year seems to finish with profits confirmed at around 70%😔 of last year's amount.
If I liquidate at the end of February, do nothing from March to August with the same amount and start investing from October with the principal amount...?
Considering that it may have exceeded last year, there is nothing but reflection.
What was the last 6 months all about?
I realized once again that I am an amateur.
Take it as a good experience, reflect on it, and aim to connect it to next year.