$Bitcoin (BTC.CC)$
I will hold with a bullish stance, considering taking profits from some to half of the related stocks around the turn of the year-end and New Year, as the market seems to start discounting short-term uncertain elements from Trump's inauguration. If there is a correction after Trump's inauguration, I will consider taking profits again from February to April, with no profits taken until April in case of no correction, for a full profit taking of related stocks.
If things go as predicted, I imagine that I will take profits as per that plan.
Keep holding with a bullish attitude, depending on the pace of the rise around the turn of the year-end and New Year, some to half of the related stocks for profit-taking, in case of a correction post Trump's inauguration, consider taking profits from February to April, if no correction, take profits until April without re-entry for a full profit-taking in related stocks.
After that, if there is a significant adjustment by next April to the end of May, I will aim for tax-free profits in related stocks using the 2025 NISA growth investment framework until around November 2025.
Completely utilizing the momentum from the previous time...

Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...

$NVIDIA (NVDA.US)$
After being splashed with cold water for tweeting about raising tariffs, he turned the situation around at night ↗️.
Speak up after becoming president! Selfish man! That's why I dislike him. That old man.

The stock prices of the four wire companies are performing well. $Sumitomo Electric Industries (5802.JP)$、 $Furukawa Electric (5801.JP)$、 $Fujikura (5803.JP)$The 'three major wire families' $SWCC (5805.JP)$のThe 4 stocks collectively hit year-to-date highs in November. Furukawa Electric increased its stock price by about 1.8 times in 3 weeks, while the other 3 companies hit record highs since listing.。
In the background, there is a growing demand for power cables for data centers expanding in the AI boom, as well as for wire harnesses for electric vehicles (EVs). Approximately four times the amount of copper used in gasoline vehicles is required for EV manufacturing. The rising copper prices are also due to concerns about a shortage in copper supply with the increasing demand, providing favorable conditions for price increases.
Check for investment opportunities in the momentum of the stock prices of the four wire manufacturers and relatively undervalued upstream and downstream related stocks.
4 favorable wire companies
The share prices of four electrical wire manufacturers are all rising. All four companies have updated their year-to-date highs in November, with three companies excluding Furukawa Electric hitting all-time highs...

Being the primary sales partner of NVIDIA $Super Micro Computer (SMCI.US)$ ToThe risk of delisting is emergingCurrently
Super Micro, a leading AI server company, had a "red flag on its accounting" pointed out by short sellers in August, and at the end of October, the auditing firm resigned, leading to suspicions of misconduct. In the earnings call on November 5th, the company stated that no evidence of misconduct was found. However, regarding the missing Annual Report (Form 10-K), they explained that they cannot predict when it will be submitted. As the suspicions of misconduct remain unresolved and if the Form 10-K is not submitted by the deadline, there is a risk of delisting.
Super Microisselling servers with NVIDIA AI semiconductors installedSuper Micro holds a crucial position in the AI supply chain. How will Super Micro's difficulties impact Nvidia and the AI supply chain?Super Micro's recent interim earnings reports...

$NVIDIA (NVDA.US)$ There are pessimistic opinions because the stock price reaction after the earnings report is not favorable, but I believe that worrying too much about daily stock prices may not be necessary. It may sound optimistic, but all analyst price targets are significantly higher than the current stock price. While I don't necessarily trust the analyst price targets, NVIDIA consistently surpasses analyst consensus in its earnings reports. Each time the earnings are announced there are no surprises as analysts always have high estimates, especially in the recent Q1-Q3 earnings. In that case, it seems reasonable to believe that the stock price will move towards the analyst target prices, which should provide a sense of ease for those with less experience in the stock market.
At the GTC held in March, seemingly infinite possibilities were demonstrated as follows.
At NVIDIA's GTC 2024, innovative use cases of AI were presented across a wide range of industries. The following is a summary of the particularly notable areas of interest.
1. Health care
NVIDIA has announced more than 24 new microservices, highlighting their applications in medical image processing, natural language processing, and digital biology.

The SEC chairman, a 'Bitcoin critic,' is set to retire in January next year, which is seen as a positive factor. $Bitcoin (BTC.CC)$Bitcoin's price is approaching the $100,000 mark.
Bitcoin, is there a possibility of doubling even after surpassing the $100,000 mark?
According to BCA Research data, even if Bitcoin approaches $100,000 for the first time, there is a possibility of doubling. Analysts believe that the cryptocurrency boom will continue in the future.Bitcoin is expected to reach $200,000 by the end of 2025, while Ethereum is predicted to reach $10,000.Analyst Sam Callahan of Swan Bitcoin points out that the price increase of bitcoin is driven by various factors such as improved liquidity, increased investment from institutions, and a regulatory environment changing from headwinds to tailwinds.Trump's return to the presidency could have a positive impact on bitcoin, given the expansion of fiscal deficits and inflation, as well as the potential changes in the dollar's international role.In the Trump administration, there was a tailwind for cryptocurrencies.
According to the New York Times, in a trademark registration application submitted last week, DJT filed an application for a cryptocurrency payment service called 'Truth Fi'.
According to The New York Times, in the trademark registration application submitted last week, $Trump Media & Technology (DJT.US)$The Truth F...

Funds are suddenly pouring explosively into the AI software sector.
After November 2023, $Microsoft (MSFT.US)$Multiple AI applications such as "365Copilot" and "Firefly" $Adobe (ADBE.US)$have officially started to be offered on a paid basis.正式に有料化を開始andAI applications have entered the stage of commercialization.This indicates that one year has passed since the commercialization of AI applications, and overseas funding.Investment in AI is transitioning from hardware to software, with the value of vertical software companies being rapidly realized and the future of applications becoming clearer.It is becoming more evident that the value of vertical software companies is being rapidly realized and the future of applications is becoming clearer.
Among the most notable examples, many software companies in the US stock marketHave achieved astonishing growth this year.、AIコンピューティングパワーといった「シャベル銘柄」だけが急騰するという印象を覆している。11月20日時点で、最も注目を集めたのはAIと広告マーケティングを融合した $Applovin (APP.US)$で年初来８倍に急...