$North Pacific Bank (8524.JP)$
It is a well-known fact that the construction of the Rapidas semiconductor plant in Hokkaido is planned, and this is the basis for the scenario of buying shares in Hokuyo Bank.
In Hokkaido, the operation of the Rapidas semiconductor plant and datacenter will create a huge amount of employment, leading to an increase in the population of workers, which will stimulate real estate such as residences (activating regional financing), and revitalize urban areas (increasing financing for new businesses), as a result, as Japan's interest rates rise, the banking sector can enjoy interest income.
This is the basis and scenario for Hokuyo Bank's future growth.

$GDEP Advance (5885.JP)$
As a basis,
- Improvement of future prospects due to the announcement of NVIDIA's new product
- There is momentum in the construction of data centers, and the demand for NVIDIA semiconductors is high as a result
I think the concern is the import from the United States, which may be causing exchange rate losses.
If the exchange rate is also high, it would be perfect... Sales might be good, but the profit seems uncertain. Is there any gambling appeal?

$Hokkaido Electric Power (9509.JP)$
This is also the basis for its growth, there is a story. It is the construction of the TSMC factory in Kumamoto. Even after the construction, Kyushu Electric Power continues to grow rapidly.
If we apply this story to the construction of the Rapidas factory, including the planned construction of a datacenter in Hokkaido, what will happen to this brand?
The answer is that's what it means.

$JET (6228.JP)$ $JET (6228.JP)$
I've been posting on Twitter and here, and it rebounded from the major bottom.
After the split, it has risen about 1,000 yen, but institutional selling has come in around Nomura Micro, so maybe it's time to take some profits.

$Anycolor (5032.JP)$
“Buy a large bargain (considerable volume) at a low price.”
I agree, and I feel like it's still too early to buy it, but if I go down one step further, it might be okay to buy it. Fortunately, PER isn't that expensive.

$SharingTechnology (3989.JP)$
This company was secretly hiding its breath. Even though it's growth, PER is in the 8x range,? Oh my god.
Moreover, it supports the Japanese economic virtuous cycle, which anticipates a market size of 14 trillion yen related to remodeling, demand from an increase in the number of elderly people, an increase in financial results for the current fiscal year, and the cancellation of negative interest rates. Furthermore, this company is active in M&A.
It really is a big hole brand. If it's about 5 times, isn't it a brand you can't help but aim for?

$JET (6228.JP)$
JET, which had a significant decline due to being influenced by the US
Here is the reason why I think it might rebound from the current low.
- Half refund from the high price.
- Touching the 26-week moving average.
- It has been sold out of fear of today's evening CPI. Will it be bought with confidence after the announcement?
I feel like I'm in a perfectly timed spot 🧐

$SAKURA Internet (3778.JP)$
It is expected to bounce around 4800 yen where Fibonacci is entering.
However, depending on today's strength of the US semiconductor, it may rebound and rise from tomorrow's opening.

$SAKURA Internet (3778.JP)$
There were abnormal purchases over supply and demand at Sakura! It's usually strange that PER was bought 400 times or more even considering future performance, seasonal server business, national support, etc.
National support money has also gradually declined, so aren't they selling out good materials?
I wonder if it will drop once to around 6800 yen or 5500 yen

$Fixstars (3687.JP)$
I think the current global high-tech stock trend is definitely related to AI, storage, and servers, but this stock satisfies all of these, and they are also starting quantum computers.
The server storage business is scheduled for October, but since it starts now, it might be okay to prepare it.
Aim for at least 2x!