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Entering the second half of this year, as part of the portfolio and significantly increasing the position in MSTR after the U.S. presidential election, the current unrealized gains exceed $0.12 million.
As for future plans, a partial or complete profit-taking and position adjustments will be made. At this stage, it is not pessimistic about the future, but rather a response to the fact that the position has become significantly larger than the risk tolerance. Depending on the market, the timing of profit-taking and the amount of adjustment will vary.
In the current analysis, MSTR has increased its holdings by buying more through convertible bonds for financing, with over 0.33 million BTC currently held, which is well over 1% of the total circulating Bitcoin supply, making it the number one publicly traded company. When converted at $0.09 million per 1 BTC, it is approximately $30 billion, and considering from MSTR's market capitalization, it is not hard to imagine that the Bitcoin price directly affects the stock price. A similar situation is observed with MARA, currently in second place, which has also announced plans to acquire Bitcoin using part of the funds from bond issuance.
On the other hand, in contrast to the rise in the value of bitcoin, MSTR's share price increase seems to have a relatively leveraged situation...
As for future plans, a partial or complete profit-taking and position adjustments will be made. At this stage, it is not pessimistic about the future, but rather a response to the fact that the position has become significantly larger than the risk tolerance. Depending on the market, the timing of profit-taking and the amount of adjustment will vary.
In the current analysis, MSTR has increased its holdings by buying more through convertible bonds for financing, with over 0.33 million BTC currently held, which is well over 1% of the total circulating Bitcoin supply, making it the number one publicly traded company. When converted at $0.09 million per 1 BTC, it is approximately $30 billion, and considering from MSTR's market capitalization, it is not hard to imagine that the Bitcoin price directly affects the stock price. A similar situation is observed with MARA, currently in second place, which has also announced plans to acquire Bitcoin using part of the funds from bond issuance.
On the other hand, in contrast to the rise in the value of bitcoin, MSTR's share price increase seems to have a relatively leveraged situation...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Semiconductor giant Nvidia (NVDA.US) reported its third-quarter earnings for the fiscal year 2025.
● Revenue increased by 94% year-on-year to 35.1 billion dollars, exceeding the expected 33.21 billion dollars.
● Adjusted EPS (earnings per share) increased by 103% year-on-year to 0.81 dollars, surpassing the expected 0.74 dollars.
The datacenter business revenue increased by 112% year-on-year to $30.8 billion.
According to NVIDIA's CFO, Blackwell's mass shipments will begin in the fourth quarter of the fiscal year 2025 and will continue to expand in the fiscal year 2026.
Semiconductor giant Nvidia (NVDA.US) reported its third-quarter earnings for the fiscal year 2025.
● Revenue increased by 94% year-on-year to 35.1 billion dollars, exceeding the expected 33.21 billion dollars.
● Adjusted EPS (earnings per share) increased by 103% year-on-year to 0.81 dollars, surpassing the expected 0.74 dollars.
The datacenter business revenue increased by 112% year-on-year to $30.8 billion.
According to NVIDIA's CFO, Blackwell's mass shipments will begin in the fourth quarter of the fiscal year 2025 and will continue to expand in the fiscal year 2026.
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$NVIDIA (NVDA.US)$ After the closing of the US stock market on November 20th, Earnings for the third quarter of fiscal year 2025are scheduled to be announced.A comeback by former president Trumpriding the wave of a stock market rally on the 7threached a new all-time high,Will this earnings announcement further push up the stock price?![]()
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】![]()
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]![]()
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!![]()
On November 21st...
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!
On November 21st...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
11/14 Tonight's En Financial Estimates ② 🤔 🧐The post bounced slightly above the 145.32 100% target to 145.55.![]()
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Is this the end of the pullback of C wave?![]()
I hope it aims for 150 from now on.![]()
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Jumping up for atmospheric breakthrough!![]()
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11/14 Tonight's En Financial Estimates ② 🤔 🧐The post bounced slightly above the 145.32 100% target to 145.55.
Is this the end of the pullback of C wave?
I hope it aims for 150 from now on.
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$Tesla (TSLA.US)$
From the time when Tesla's stock price quartered, I've been buying up. A 5% or 20% drop doesn't bother me. It's just a chance for bargain hunting... The time of a crash is an opportunity, investors should rejoice. Your actions are always the opposite, becoming indifferent when it rises and gleefully buying when it falls... Hence reaping the benefits when it rises. Furthermore, not exiting during a crash. This time, it just dropped because speculators who flocked to the skyrocketing Tesla stock were caught up in profit-taking by investors buying near $130 like Cathie Wood. The profound stakeholder often gets burnt... The golden rule of stock investment is to go for the chestnut in the fire. Only those who grasp it tightly with burnt hands will earn a smile from the stock god. Why ignore the words of Buffett, known as the world's greatest investor? Are you smarter and more successful than Buffett? Instead of wasting energy on useless stock price predictions, use surplus funds to buy up during a crash... Your desired answer always lies in buying during a decline. You probably can't buy anyway... but...
From the time when Tesla's stock price quartered, I've been buying up. A 5% or 20% drop doesn't bother me. It's just a chance for bargain hunting... The time of a crash is an opportunity, investors should rejoice. Your actions are always the opposite, becoming indifferent when it rises and gleefully buying when it falls... Hence reaping the benefits when it rises. Furthermore, not exiting during a crash. This time, it just dropped because speculators who flocked to the skyrocketing Tesla stock were caught up in profit-taking by investors buying near $130 like Cathie Wood. The profound stakeholder often gets burnt... The golden rule of stock investment is to go for the chestnut in the fire. Only those who grasp it tightly with burnt hands will earn a smile from the stock god. Why ignore the words of Buffett, known as the world's greatest investor? Are you smarter and more successful than Buffett? Instead of wasting energy on useless stock price predictions, use surplus funds to buy up during a crash... Your desired answer always lies in buying during a decline. You probably can't buy anyway... but...
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$NVIDIA (NVDA.US)$
Trump won. Despite being a close race with results unclear for days, Trump's victory was overwhelming. This is good for the stock market. It is not ideal for the situation to continue in a stagnant state. Therefore, today the stock market surged. However, interest rates also rose. Is it a good idea to buy during this surge? If so, what should you buy? That's the topic for today.
A red wave on election night.
On the night of the presidential election, a live broadcast of about three hours was publicly available with commentary starting at 21:30 American time (11:30 AM Japan time). The recording is also publicly available, so please watch it if you can (link in the reply section).
By 21:30, with 95% of the votes already counted in Florida, where the polling stations closed at 19:00, there was already a significant 14% difference. I think this set the tone for election night.
"Huh, in Florida, a 14% difference? Wait, does this mean Trump has already won in Florida?" I was also surprised. Florida had already been decided before I started the live stream.
During the Clinton era, Florida was a major battleground where Trump won by a narrow margin of 1.2%. However, with Biden, the gap sometimes widened to over 3%, so this time in terms of battleground perception...
Trump won. Despite being a close race with results unclear for days, Trump's victory was overwhelming. This is good for the stock market. It is not ideal for the situation to continue in a stagnant state. Therefore, today the stock market surged. However, interest rates also rose. Is it a good idea to buy during this surge? If so, what should you buy? That's the topic for today.
A red wave on election night.
On the night of the presidential election, a live broadcast of about three hours was publicly available with commentary starting at 21:30 American time (11:30 AM Japan time). The recording is also publicly available, so please watch it if you can (link in the reply section).
By 21:30, with 95% of the votes already counted in Florida, where the polling stations closed at 19:00, there was already a significant 14% difference. I think this set the tone for election night.
"Huh, in Florida, a 14% difference? Wait, does this mean Trump has already won in Florida?" I was also surprised. Florida had already been decided before I started the live stream.
During the Clinton era, Florida was a major battleground where Trump won by a narrow margin of 1.2%. However, with Biden, the gap sometimes widened to over 3%, so this time in terms of battleground perception...
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$Tesla (TSLA.US)$ You suddenly made a move, are you short selling here too?
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One more effort, please...
Should I stretch for a moment... what is the best solution?
Worried about taking profits.
They say not to hold stocks that can't last 10 years.
Should I stretch for a moment... what is the best solution?
Worried about taking profits.
They say not to hold stocks that can't last 10 years.
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USA $Tesla (TSLA.US)$ On October 23,2024 third quarter earnings reportsPlans to announce.
Tesla will at an event on the 10th.Starting production of robotaxis in 2026.Showing a projected outlook. However, it received harsh evaluations from investors and subsequently.The stock price dropped nearly 9%.The focus will be on how much negative information is priced in this earnings report, and whether new positive information will be presented at the earnings call.
On the next trading day following the earnings announcement.Closing price of Tesla stock.Please make financial estimates and vote on what will happen.
【Compensation】![]()
● Distribute 10,000 points equally
Until 10:00 p.m. on October 24th (Japan time)toTesla's closing price on October 24th (5:00 a.m. on October 25th, Japan time)Please predict the closing price and select the price range below. If the actual closing price falls within the selected range, users who voted in that range will receive points equally distributed (for example, if 50 users predict accurately, each can earn 200 points!).
【Exclusive 500 yen Amazon gift card】![]()
Challenging the Amazon gift card contest...
Tesla will at an event on the 10th.Starting production of robotaxis in 2026.Showing a projected outlook. However, it received harsh evaluations from investors and subsequently.The stock price dropped nearly 9%.The focus will be on how much negative information is priced in this earnings report, and whether new positive information will be presented at the earnings call.
On the next trading day following the earnings announcement.Closing price of Tesla stock.Please make financial estimates and vote on what will happen.
【Compensation】
● Distribute 10,000 points equally
Until 10:00 p.m. on October 24th (Japan time)toTesla's closing price on October 24th (5:00 a.m. on October 25th, Japan time)Please predict the closing price and select the price range below. If the actual closing price falls within the selected range, users who voted in that range will receive points equally distributed (for example, if 50 users predict accurately, each can earn 200 points!).
【Exclusive 500 yen Amazon gift card】
Challenging the Amazon gift card contest...
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