新div OP : For the Bank of Japan, raising interest rates according to its predetermined course is important. The outlook for future interest rate cuts in the USA's monetary policy is crucial. If the number of interest rate cuts in the USA next year is limited, considering the price difference between Japanese and US interest rates, it is conceivable that the USD/JPY rate will move towards a weaker yen. It is said that the first and most important policy of the Trump administration is tariffs. Currently, companies are increasing their purchases in preparation for tariffs being imposed. In the USA, consumption is increasing as individuals prepare for price increases before tariffs are imposed. It is necessary to consider which way extreme weakening of the yen will move in the future in order to anticipate it now and adjust the portfolio accordingly.

新div OP : While it may be painful to intervene in a sharp rise and confirm the end of the rise by carefully observing VIX, this year has seen extremely turbulent market conditions. The forecast of two rate cuts next year will not necessarily materialize. Currently, there is a sense of confusion regarding the outlook of the FOMC, but it seems that the real economy is strong. If the economy and employment deteriorate, rate cuts should be factored in at some point. Well, let's jump on the rising stocks, so we can dash towards next year like a rocket .

新div OP : However, Micron was painful.
Anyway, it's better to start with the rising stocks at the beginning of the year, Dash .
First of all, I want to ride the rising stocks, and have a feeling of ease in my heart and mind.

新div OP : I feel like I've raised too much in November.
It was too overwhelming.
Presidential election
Next adjustment is full of anticipation for before Trump takes office
Bitcoin is also expected to rise with Trump taking office.
Goodbye to the Biden administration
If the Biden administration is so shabby
Trump's inauguration will be a turning point (((ﾉ´□｀)ﾉ:･'.::･〓■●~
Today there will also be a press conference by Ueda
Strenuous exercise is dangerous for a weakened body.
Now, focus on getting in shape.
Wait for the selling to finish.

新div OP : Demand for PCs and smartphones is weak. It will take time until spring for inventory adjustments. Sales of HBM were solid. It is expected that the current sales of HBM will continue to grow and contribute more significantly here. Due to the weak outlook for Q2 guidance, this significantly impacted this time. Spring seems far away.

新div OP : Anyway, the students who are repeating the year are crying today,
and starting again from tomorrow.
Help NVDA and Micron

新div OP : Hope lies solely in the increasing sales of NVDA's H200 and Blackwell Datacenter. What a pitiful stock price.

新div OP : The market sees a sharp increase in VIX.
Selloff situation
Rate cut is 0.25%
Powell's statement
The rate cut in 2025 will be twice a year, with a reduction in the number of rate cuts.
Market expectations and assumptions differ.
Interest rates and USD/JPY are also moving.
While VIX is rising, it is tough,
but it has turned into a buying on dips adjustment market.
Micron, which has become a falling knife,
seems to get bloody if touched immediately, so
it is appropriate to wait for the selloff to end
and look for the timing to rebound.
It is also interesting to see
what is undervalued when it is falling.

新div OP : Bought more at $98.4, but it keeps digging deeper. (ノД`)... What a situation. Micron. What a terrible day. It's a painful experience to challenge the settlement here. Was it the right decision to average down after the settlement fell? It was indeed a stock to buy early. Nevertheless, it's oversold. Tsk. At least make a comeback during the explanation meeting.

新div OP : Likewise, the group of students who repeat a year, failed in the final accounts. Unable to reach the passing score, overtime has been decided. Neglecting to take action has been decided.

新div OP : Are semiconductor stocks really limited to stocks with absolute superiority or regrettable?

新div OP : It's quite different to enter before the settlement and after the settlement. After all, when it comes to semiconductor stocks, it's best to focus only on good stocks by looking at the year-to-date rise and fall rate. Please at least return to around $100.

新div OP : Regardless of the outcome.
It can't be helped.
No matter how much noise is made, it won't change.
This time, with the next guidance,
it's necessary to grip as the high hurdle
has been corrected.
What a frightening stock.
As a result of setting the annual outlook
very high
It is imperative to exceed the passing point.
Ups and downs.
It's quite an achievement for a deficit-turnaround company to become profitable,
but it's suffering as a result of raising the bar oneself.
At any rate, as a repeat grade,
we will stay on for another year.

新div OP : It's good that MSTR is adding to its Bitcoin reserves in line with Trump's Bitcoin reserve. But it's frustrating to see stocks falling while Bitcoin rises. It all started with high expectations on Trump's inauguration day. The next step will depend on whether Trump will actually run as the Republican Bitcoin reserve bill passes as government reserves. With the change of the SEC chairman and the AI and cryptocurrency government officials, Trump 2.0 seems to be receiving a lot of donations from the industry, so he will favor policies for his own supporters. So, how much will Bitcoin be worth by then?

新div OP : But this is terrible.
I have no idea when to average down.

新div OP : Ark is
Tempas is aggressively buying while falling.
While selling stocks. (laughs)

新div OP : Like a falling knife, Tempass drops. Cathy keeps increasing her purchases every time it drops. I also jump in with the Lock-up release, buying more while enjoying Tempass's sharpness, even if it's covered in blood. I can buy stocks priced between $35 and $37 for almost the same amount. If you consider the ceiling around $79 as roughly half, entering at this level requires patience . If it goes up, the hard work will pay off. Thinking that you could buy through today's IPO will increase your grip strength. Nevertheless, fear the Lock-up release. I also hold stocks of quantum computers, but the lock-up release on January 3rd is too nerve-racking (((；ﾟДﾟ))) gulp gulp shiver. With too many quantum computer stocks, you're bound to get caught in the crossfire. It's perfect for aiming for a pullback, but looking at the current trading volume of quantum computer stocks, you can see that there's quite a concentration of buying and selling. Google's Weiro is truly fearsome.

新div OP : Dropping from the high, will it rebound with a (゜Д゜≡゜Д゜)? Among bullish tech companies, NVDA is not doing well. There are buying opportunities after each quarterly earnings report, with a cycle of high updates and ups and downs. Before you know it, next week will be Christmas. Santa in a leather jacket . Go up NVDA. (laughs)

新div OP : Quantum computers have attracted a lot of attention, but for the practical application of AI, the GPU NVDA's CUDA learning function is essential for self-driving cars and robotics. It seems that AI artificial intelligence will come before the commercialization of quantum computers.
It is said that Son will meet with Trump and invest in AI in the USA, but internally, I think he may have used that money to acquire NVDA. During the meeting in Tokyo with Son and the man in the leather jacket, there were three chances to acquire NVDA mentioned during the conversation, while hugging.
Although the acquisition did not happen, the fact that NVDA is currently witnessing the number one market cap is clear in the eyes.
Son and the man in the leather jacket have a strategic partnership and cooperation relationship in robotics and AI artificial intelligence in Japan.
I don't know what Son will use the money for, but NVDA is investing significantly strategically. It is a major shareholder of Sakana AI. Will it go public? Japan's unicorn company has a Market Cap of 1 billion dollars.

新div OP : Sakana AI is amazing.
The selection of unicorn companies seems to be based on achieving a Market Cap of 1 billion dollars within 10 years of establishment. However, we have exceeded a Market Cap of 1 billion dollars in less than a year here, and NVDA is also investing 20 billion yen. There is still no talk of going public yet. If you search for Sakana AI on Google, you can see the company information.