① Growth stocks stalled
M-Core Group (EME) and Deckers Outdoor (DECK) failed to meet market expectations, and stock prices were sluggish. In particular, since DECK's stock price continues to decline, I removed it from my portfolio once.
② NVIDIA (NVDA) stock price adjustments
NVIDIA (NVDA) is attracting attention as an artificial intelligence (AI) related brand, but its stock price stalled in the latter half of June.
③ Expectations for Micron Technology (MU)
Semiconductor manufacturer Micron Technology (MU)High performance DRAMwithHigh Bandwidth Memory (HBM) Expectations for this are growing. Expanding demand for AI and data centers is likely to be a driving force for future earnings growth.
Assuming that the depreciation rate continues once summer begins, I would like to look forward to a rise in stock prices after the fall without being pessimistic about the overall decline in the market.
$NVIDIA(NVDA.US)$
$Micron Technology(MU.US)$
$S&P 500 Index(.SPX.US)$
2024
※At the end of the month
Since the beginning of the year+58.99%
The month...

Federal regulators are proceeding with antitrust investigations into the dominant roles Microsoft, OpenAI, and Nvidia play in the artificial intelligence industry as the strongest sign of how regulatory scrutiny against powerful technology has escalated
To the Antimonopoly Act in the AI market $NVIDIA(NVDA.US)$ Now that it has been surveyed, how will stock prices change in the future?
I'm honestly worried about whether to raise the NVIDIA ratio to 60% in my portfolio... 🤔💭
While there is no appeal to Japanese stocks, as seen from an index against the US economy, attractiveness to US stocks in the future has increased, and I think my judgment of the past few days is the most important period for future returns.
It would have been attractive if it wasn't included in the survey, but although there was no impact on business results by entering, I honestly have no idea what kind of impact this news will have on NVIDIA's stock price

Thank you for your hard work for 1 month.
Stock prices were sluggish and parallel in the first half of May, but starting with NVIDIA's financial results, stock prices after settlementNVIDIA 9%・Deckers Outdoors 14%It soared day by day, and we were able to achieve monthly results for the past 1 year.
I will do my best so that things can go smoothly by aiming for places with high expectations without useless transactions next month!
2024
※At the end of the month
Since the beginning of the year+50.3%
Monthly results
(% compared to previous month)
January 8,801,162 yen (+9.26%）
February ¥9,796,630 yen (+11.36%）
March ¥10,321,459 yen (+5.36%）
April ¥10,551,166 yen (+2.23%）
May ¥12,107,809 yen (+14.75%）
$S&P 500 Index(.SPX.US)$
$Nikkei 225(.N225.JP)$

This week $NVIDIA(NVDA.US)$ with $Deckers Outdoor(DECK.US)$ There were financial results, and it was a wonderful financial results announcement that exceeded expectations.
What is the stock price after financial results are announcedNVIDIABut9% or more、Deckers OutdoorsBut14% or moreIt has risen rapidly.
There was a sharp decline in both of them in April, but since it was determined that there was no problem with business performance, the push became an opportunity, and they were able to prepare well, resulting in a further increase in valuation profit.
I'm also going to keep an eye on future stock prices.

April was a mentally exhausting month to face falling stock prices 😮‍💨
The decline in stock prices has calmed down since the latter half of April, and I'm relieved that I was able to somehow finish without my assets becoming negative due to rising stock prices due to financial results
I'm going to pursue expectations while protecting my assets, and I'm going to do my best in May too!
2024 (% month-on-month)
※At the end of the month
January 8,801,162 yen (+9.26%）
February ¥9,796,630 yen (+11.36%）
March ¥10,321,459 yen (+5.36%）
April ¥10,551,166 yen (+2.23%）
$NVIDIA(NVDA.US)$
$EMCOR Group(EME.US)$
$Deckers Outdoor(DECK.US)$

US stocks were not rising as expected due to the war and deterioration in financial results of semiconductor companies just when it was thought that they would finally turn to an upward trend after filing tax returns.
Currently, it can be said that Japanese stocks are relatively easier to invest in than US stocks.
The story changed, $ASML Holding(ASML.US)$ and, $Taiwan Semiconductor(TSM.US)$ The financial results were in contrast.
What impact will these earnings results have on tonight's US stock market?

Israeli military announces “over 200 total” attacks from Iran
Armed clashes between Iran and Israel have broken out, and there are concerns about the impact on the global economy. What kind of movements will the financial market, including the stock market, show in the future?
I had other intentions than war, and I cashed out half of my portfolio on Thursday.
Currently, the portfolio is as follows.
• Cash: 50% or more
• $Palantir(PLTR.US)$ : 15%
• $NVIDIA(NVDA.US)$ : 15%
There is also a possibility that a further downward phase will occur due to a temporary decline in tomorrow's stock market or the prolongation and expansion of the war in the future.
Everyone, what do you think about the fall in stock prices due to this war and subsequent investment strategies? We would appreciate it if you could share your comments and information.

$Deckers Outdoor(DECK.US)$ The stock price fell from 4/9 to 10, and this can be seen as a bargain opportunity.Business performance is strong, and long-term growth potential can be fully anticipated. From a short-term perspective, you can also aim for a backlash from a sharp decline.
However, it is also true that the stock market is constantly fluctuating and does not work the way we want it to. Therefore,Continued decline is also assumedAt the same time, it is important to keep a close eye on stock prices.

The first half of April is likely to fall due to the influence of US tax returns, and if you can't bear it assuming a decline until the 15th
$Mitsubishi Heavy Industries(7011.JP)$
$NVIDIA(NVDA.US)$