Large-scale capital investment plan for semiconductor factory
It's not like we're looking at semiconductor factories
Since regional core cities are attracting attention from the viewpoint of logistics,
Land transportation such as trucks due to the “2024 problem” of logistics
The possibility that labor shortage issues etc. will also be mitigated
I'm just considering
As a position to support logistics infrastructure, etc., it's truck transportation
Shortage of manpowerThere is also a movement to resolve labor shortages by utilizing AI in logistics warehouses
As it continues to flourish, the growth of AI utilization in logistics warehouses
It is expectedThere is a high possibility that drone delivery will also spread widely
We are considering AI companies involved in domestic logistics warehouses
If you expand the range you can see the scenery, there may be an investment opportunity

You don't keep flying with no landing, do you
I thought...
The tailwind continues to be higher than expected and maybe they won't land for a while
If it soars high, it also has considerable potential when it falls, so it's probably best to search for a fight so that you can raise and lower it deliciously
Various considerations are needed so that we can continue to steadily build up profits

Today 2/5 is also a futures pullback.
Currently working with the IN sign for a short period of time are pullback and follow sloody, both of which are bottom-reversal upward signs. Or rather, since both the short term, medium term, and long term are rising, we are now basically in a position to rise.
However, from snuggling up, they are pushed back by their upper beard, and the 36500 wall still seems stiff.
From the breakpoint chart, if it exceeds 36600, it breaks all at once, so tactics such as selling fur calls and futures over 36500 and cutting losses if they surpass around 36650 seem interesting for the eyes. But maybe it won't go up that far.

✔️ Learn from mistakes
Failure has four powers.
1. Career (field experience): Failure is only born in the field, and diverse experiences lead to career enrichment.
2. Growth: You can't grow without failure. Through challenges and failures, people grow, and they may later realize their power.
3. Risk and return: There is a possibility that large returns can be obtained by taking risks. Flexibility to take risks is required in order to survive.
4. My weapon: Failure experiences become experience points, and use them strategically to become an advantage. It is important to formulate hypotheses, learn them, and then apply them.
summary
Even if you are subordinate to a company that does not recognize failure, that company will eventually go out of business without growing. Using what you've learned from your mistakes, how can you succeed next time? It's important to think about it. ,,,
- February is a time when high-dividend stocks are in the spotlight, and people are aware of “last day with rights 1” at the end of March.
- Institutional investors place importance on yields during the holding period up to the end of the fiscal year, and actively acquire high-dividend stocks that can be expected to yield high yields.
- Individual investors are paying attention to shareholder benefit rights, and stocks with high yields due to dividends+special offers are popular.
- Especially at the end of February...

Dollar purchases are clear when employment statistics are passed.
It is often said that the dollar and yen are determined by the Japan-US interest rate difference. Therefore, the general idea is that US interest rates will be lowered in '24, and the Japan-US interest rate difference will shrink drastically due to the cancellation of negative Japanese interest rates, and the yen will therefore appreciate...
That's right, but the problem is the breadth, changes in location, and factors such as the strength of the dollar and the weakness of the yen.
It's obvious at a glance if you look at the chart below, but the current interest rate difference of 3.37% is the 3.35% line itself.
When it was 3.35% in July '23, the dollar yen was 138 yen. And now it's 148 yen, which is 10 yen cheaper.
Even if rice cuts interest rates, Japan lifts negative interest rates, and the interest rate difference shrinks to 3.1% in early spring of this year, it may be in the 140 yen range.
After all, 2/1 dollar yen, where the interest rate difference has shrunk to 3.196%, is 146 yen 40 sen. Recently, the interest rate difference was 0.2%, and the yen appreciated by only 2 yen.
Even if 5 yen falls from the current situation, it's 143 yen, so I think the scenario where interest rate differences shrink and fall below 135 yen or 130 yen or less at once is difficult.