moomoo investors, there is no shortage of hot investment topics to discuss this week! We will deliver a weekly digest full of must-see information!
■Most liked post🎖️
Selected based on the number of views, likes, and comments.
Number one　@KimihikoSan:「Marie's perspective.」
The 'red wave' caused by Trump's overwhelming victory surprised the market, detailed analysis of sector-specific reactions. It has become an insightful article incorporating implications for future investment strategies and stock selection.
TOP2 @sato kojiSan:「Regarding recent earnings and future investment policies.」
💡 ...Great job!! An overwhelming profit, along with analysis of the market post-presidential election, adjustments to the portfolio considering AI, cryptocurrency, and geopolitical risks, and the proposal of a flexible investment strategy.
TOP 3 @WatchlistSan:「This week is about bitcoin, bitcoin-related stocks,」
💡 Against the background of Bitcoin's sharp rise, it is recommended to seize the investment opportunities at the beginning of the bubble and advocate a strategy of holding and buying. It is an excellent analysis full of enthusiasm wishing for the success of Japanese investors.
■ Best Post Recommended by Operation👍
@PinhaneSan:After a comprehensive analysis of NVIDIA, the following trends are becoming apparent.🧐🤔...

$Super Micro Computer (SMCI.US)$
Sell
Lost 0.8 million.
Go bankrupt.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Selling bonds and buying stocks due to more rate cuts is no longer the trend; the onset of large-scale tariffs, concerns about future inflation, and massive fiscal stimulus have led to bonds being sold indiscriminately despite indicators prior to over a month of inauguration. There is no reason for such a significant drop in CPI indicators yesterday. Unless consecutive negative indicators beyond employment and sales arise, the market is likely to largely ignore and decline for the rest of the year. This is the state of affairs even before the inauguration. If substantial fiscal stimulus and tariff implementation occur after the inauguration, it is difficult to imagine anything other than further declines in bonds, even if they are somewhat factored in currently. Currently, stocks are gradually being invested in, and the promotion of cryptocurrencies is expected to accelerate the decline of US bonds. Some may have rough opinions that safe investments are in gold and BTC (very risky) now that inflation is weak and US bonds have the worst fiscal outlook, except when it comes to redeeming. This is a highly risky investment with high volatility. As bonds form the foundation, ideas like being oversold in bond ETFs and ready to rise soon are not relevant in my opinion...

$Metaplanet (3350.JP)$
I will continue to provide IR commentary as usual.
[Conclusion]
As of September 30, Bitcoin was recognized at the valuation loss at that time in the financial statements.
Revenue for the period from January to September 2024 was 0.25 billion yen (An increase of 46.3% compared to the same period of the previous year)
Quarterly net profit: -321 million yen (An improvement from -415 million yen of the same period of the previous year)
Net profit per share: -21.00 yen
【At the end of the third quarter of 2024.】
• Net assets: 7.8 billion yen (1.6 billion yen in the previous year).
• Net assets: 5.5 billion yen
• Equity ratio: 67.2%
• Dividends: 0 yen
Bitcoin holdings:
As of September 30th: 492.82 BTC, unrealized gains are-0.1 billion assets 244010,000 yen
As of 11/13, 1,018 BTC, net profit is4.2 billion 40 millionto.
This unrealized gain of 4.2 billion yen will be included in the next financial statement.
It is not included in this financial statement.
【Personal impressions.】
In the financial results IR, Bitcoin was recognized as an unrealized loss, but in the announcement regarding the recognition of non-operating expenses, it is clearly stated that as of nowThere is a notification that it is a 4.2 billion unrealized gain.
...will now continue with the IR explanation as usual.

$Qualcomm (QCOM.US)$ The board is too thin, it's a fake -- looks like Niagara Falls.

$Advanced Micro Devices (AMD.US)$
I'm almost at Platinum rank!
Do your best!

TSMC to introduce ASML's High NA EUV device by the end of the year
2024/11/5 (some excerpts)
It became clear that TSMC, which is the world's largest foundry, will introduce the next-generation lithography device “High NA EUV” by ASML in the Netherlands by the end of 2024. According to Nikkei Asia's report, the device, which is a huge investment of 0.35 billion dollars (about 52 billion yen) per unit, is scheduled to be installed at TSMC's research and development center in Hsinchu. This move shows that competition for the development of next-generation semiconductor manufacturing technology has entered a new stage.
The High NA EUV device “Twinscan EXE:5000” developed by ASML is a product that symbolizes innovative progress in semiconductor manufacturing technology. With this device, which achieves a high-definition resolution of 8 nm and an EUV light wavelength of 13.5 nm, chip manufacturers can achieve a transistor density of up to 2.9 times higher than conventional ones. This dramatic performance improvement will enable the development of higher-performance processors and AI chips, and is expected to be the foundation for next-generation computing technology.

$Direxion Daily MSCI Brazil Bull 2X Shares (BRZU.US)$
Expectations of fund inflow into high-interest emerging markets due to expectations of interest rate cuts.

$Super Micro Computer (SMCI.US)$
I purchased it for around $80, so I am making a big profit in the process.
I still have about 30% left, so I am looking forward to recovering from now on.
However, since it seems like I am engaging in actions that may deceive amateur investors, how about offering some explanation instead of showing off your house?

$Super Micro Computer (SMCI.US)$
On October 30th, in just one day, the short selling positions of a company rumored to have lost credibility and may be delisted, and which had been heavily short sold, were reduced by two-thirds. What kind of market psychology is this? If you still think it will continue to drop, it wouldn't be resolved so quickly under normal circumstances, right?
Individual investors seem to be in a sell-off situation, but institutional and large investors are not selling that much. Something seems off... I will shareholding unless the orchestrated feeling is dispelled.