Now that the profit and loss for the period from January 1 to December 31, 2024 has been finalized, I want to summarize it.
First of all, what is clear is that achieving a return of +186% (+52.78 million yen) with U.S. individual stocks alone was excessive, and although it turned out well in hindsight, I am convinced that it was completely non-reproducible. The amount I had invested in U.S. stocks at the beginning of the period was less than one-tenth of my current total assets, including this year's profit. Simply put, I was making investments beyond the generally accepted risk tolerance level, on a temporary basis.
However, the main reason for this decision was the belief that from the beginning of the year to the summer, the risk-return of NVDA far exceeded that of any other assets. At that time, NVDA was in a state where ① its products were competitive, ② its market was rapidly growing, ③ its stock price was very undervalued, ④ its financial health was significantly stronger than other U.S. companies accessing that market with high interest rates, and ⑤ the U.S. stocks themselves were facing significant devaluation in cash due to high inflation from monetary easing, ⑥ there were no indicators supporting a rate cut by the U.S., and ⑦ discussion of raising interest rates in Japan was not on the table for a certain period. As a result, the more I analyzed the situation, the more I was prompted to sell Japanese yen assets...

Happy New Year 🎉
Mr. Trump's remarks, etc. I can't completely dispel the concerns about clean energy, but technically, it doesn't seem unreasonable that it's filling the gap, right?
In addition to increasing short sells since the beginning of the year, the trading volume has also heated up considerably. Can we please make at least 3💲5💲 the standard position soon? Otherwise, even if it's to achieve a 10-bagger at the year's high by 2025, starting too low like 70💲 is just a pipe dream.
As mentioned before, I still think PLUG is like a lottery stock, so even if it goes to zero, it's worth buying more. The possibility of bankruptcy is not zero.
Lottery tickets become mere pieces of paper when the results are announced, and you can receive a 10% guarantee, but the face value of PLUG stock is theoretically infinite as long as it does not go bankrupt.

This week, what shook the Quantum Stocks was not just the discussions about CES 2025. It was also the chilling remarks from Jensen Huang, the CEO of Nvidia Corp.
At Nvidia's Analyst Day, Mr. Huang, who spoke, stated that the "very useful" Quantum Computer would likely be decades away in the future. In fact, he set the most optimistic timeline for breakthroughs within 15 to 20 years, but 30 years may actually be more realistic. This comment caused a stir in the field of Quantum Computing. Speculation about the possibilities of Quantum Computing was rampant in the field, leading to a sharp rise in stock prices.
Shares of major companies such as IonQ Inc (NYSE: IONQ), Rigetti Computing Corporation (NASDAQ: RGTI), D-Wave Quantum Inc. (NYSE: QBTS) have been impacted, plummeting by as much as 40% in just a few days. IonQ saw an astonishing 129% surge, while Rigetti surged by an incredible 828%...