$Dow Jones Industrial Average (.DJI.US)$ If one falls all the way down and inflicts a significant blow to the Trump administration, it may recover quickly! A period of patience and observation could also be a consideration. However, Japan's economy seems to be rather resilient. Strong!

$Tesla (TSLA.US)$ Customs duties are not relevant here.

$NVIDIA (NVDA.US)$
It's going up‼️

Eli Lilly and Co plans to invest $27 billion in a new factory in the USA, following suggestions of pharmaceutical tariffs by Donald Trump.February 27, 2025, 1:31 AM GMT+9.
On the 26th, major US pharmaceutical company Eli Lilly and Co (LLY.N) announced plans to spend at least $27 billion on constructing a new manufacturing facility in the USA. This move is seen as a response to tariff measures on pharmaceuticals indicated by the Trump administration, as revealed in a press conference in Washington.
According to the company, construction of the factory is expected to take place over the next five years. It anticipates the creation of over 3,000 skilled jobs for engineers and scientists, as well as 10,000 jobs related to construction. The location for the construction will be announced later this year.
In response, USA Secretary of Commerce Wilbur Ross commented at a press conference on the 26th that Eli Lilly is "exactly doing what President (Trump) expected."
During the presidential campaign, Trump, who pledged to strengthen domestic manufacturing, has pressured pharmaceutical companies to bring pharmaceutical production back to the USA since his inauguration in January. On the 18th of this month, he mentioned imposing tariffs on imported pharmaceuticals, similar to those on Autos, around 25%...

Stock Analyst MONJU's recommended stocks for 2/6 in the Japanese stock market.
$Mitsubishi UFJ Financial Group (8306.JP)$
• Latest information: Major banks in Japan have seen stock prices rise against the backdrop of expectations for a Bank of Japan rate hike, with MUFG achieving a PBR ratio of over 1 for the first time in about 10 years.
Technical Analysis: Breaking through major resistance lines, further upward movement is expected.
Interest Rate Trends: As speculation on a Bank of Japan rate hike increases, improved interest rate spreads are expected for MUFG.
Geopolitical Risks: The impact of international geopolitical risks is limited for domestic financial institutions.
Market Sentiment: Due to expectations of profit improvement, investors are becoming more optimistic.
$Toyota Motor (7203.JP)$
• Latest Information: Toyota announced excellent performance significantly exceeding market expectations in the third quarter of the fiscal year 2024. Revenue is approximately 80 trillion yen, with an earnings per share of approximately ¥160 ($1.07). The increase in hybrid car sales and the weakening of the yen are favorable factors.
• Technical Analysis: The moving average is upward, forming a strong uptrend.
• Interest Rate Trends: While rising interest rates lead to increased costs for automobile loans, Toyota's finances...

● $Tokyo Electron (8035.JP)$At 4:00 p.m. after the market close on February 6th.Consolidated financial statements for the third quarter of the fiscal year ending March 2025 (3Q for the period from April to December 2024).will be announced.
●The performance is excellent.However, in the USASigning up to place additional tariffs.AI models originating from countries such as ChinaCustomers' investment reassessment initiated by the launch of DeepSeekis beginning to be discussed.Concerns about the slowdown in demand for semiconductor manufacturing equipment.are spreading.
● Major US operators bought aggressively at the end of January.
● The consensus evaluation by 19 analysts is「slightly bullish.」となっている。平均目標株価は0.03 million1457円で、2月3日終値からは22.17％の上昇余地を示唆している。目標株価レンジは0.02 million4300円～0.04 million円。
関税影響による大幅反動減に警戒
In the second quarter, HBM (High Bandwidth Memory) used in AI servers, etc.State-of-the-art memory equipment for the memory market is performing well.and revised the full-year performance forecast.Upward revision.It will be the highest net profit in 2 years.Sales and operating profit will also reach record highs. Performance is excellent, butthe performance is excellent.Sales in the first half of the year are biased towards China.Due to the strengthening of export regulations by the USA against China, Chinese manufacturers hurried their orders before that, resulting in a 1...