$Alphabet-A (GOOGL.US)$
Excellent
Fill in the gap left by NVIDIA.

$NVIDIA (NVDA.US)$
It sounds like Broadcom is talking about defeating NVIDIA, but could Broadcom's custom chips actually replace all of NVIDIA's GPUs?
Because they cannot replace everything, GAFAM also develops, but wasn't it true that they were also buying NVIDIA's GPUs? Isn't it about coexistence?
If everything could be replaced, wouldn't Google and others have already achieved it?
I can't deny the feeling that they are deliberately stirring up anxiety to make sales.

$Alphabet-A (GOOGL.US)$
Today, please break through $200. 🙇

$NVIDIA (NVDA.US)$
Isn't it okay for those letting go?
Everything will be answered by the settlement, won't it?
It's still a process, right? All's well that ends well👍
If you have determined to go up by yourself, why not believe in yourself and the stock until the end?
Could it be that those who let go did not have enough ❤️ love for the brand?

$NVIDIA (NVDA.US)$
Dropping by? Or are you coming back, NVIDIA?

$Alphabet-A (GOOGL.US)$ $NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$
I want to tweet about what I've been curious about recently.
There is an American FOMC on December 18th, and I think that if inflation settles down, it will continue to head towards more rate cuts. How far do you think the yen will appreciate in the future?
Under the current administration, it may be unrealistic to have a dollar at 100 yen, but assuming it returns to around 120 yen, only stocks that have experienced rapid price increases such as Google, Meta, NVIDIA, Broadcom among my hold positions can survive, and other stocks will be burnt out.
Are you considering stock selection in anticipation of a stronger yen? 🙇 If you could share your thoughts for reference in future stock selection...
While I want various stock positions, I am filled with fear that if the stock price increase is not enough, I will be burned in an instant when the yen strengthens.

$NVIDIA (NVDA.US)$
It's the same movement as the end of last year.
Last year, NVIDIA's stock price remained stagnant until the beginning of the year, so if it follows the same pattern as last year, it may rise from the beginning of the year. January is approaching the earnings of GAFAM.
It feels like it has finally started to be treated like GAFAM, not just rising with strange expectations.
It's better not to rise forcibly only with expectations, rather than rising and then plummeting due to disappointment in earnings.
I want stability like GAFAM because it is a stock I want to hold for the long term.

$Broadcom (AVGO.US)$
Welcome to the 1 trillion dollar club

$Broadcom (AVGO.US)$
Will it enter the 1 trillion dollar club with a 20% increase?

$Broadcom (AVGO.US)$
It was the right decision to purchase everything with this summer's bonus. It increased on its own.