$Nike(NKE.US)$ Bought some last night.
Personally, I don't like contrarian buying value stocks or stocks that have plummeted after settlement, and it's an investment that deviates from my own investment stance.
I want to hold on with a feeling that a company with brand intangible assets as Nike has plummeted to the stock price of 6 to 7 years ago and is excessively oversold, that it is very cheap even when compared to RSI and past PER, that I can wait patiently while receiving dividends of less than 2%, and that I want to add some diversification to my portfolio since my own satellite quota is basically growth-oriented, etc.
Of course, it's not good right now in terms of fundamentals, and considerable daily adjustments are necessary in order to resolve the wrinkles formed by the higher price. Like words such as don't grab a falling knife or sales at institutions don't end in 1 day, it may not be at the bottom yet, but if there is a further decline in the future, I would like to capture it from a buying perspective with the image of constructing positions by dividing them into multiple times.

$Micron Technology(MU.US)$
決算は悪くなかったものの下落、ただし長期のメモリー半導体のストーリーには何ら影響もなく、高値からも20%弱下落しており割高感が払拭しつつある為、長期保有考える人にとっては押し目とも取れる。
しかし月末のリバランス等で短期的にはもう一段売られていく事も考えられる。
また中期的な目線でも大統領選挙の不透明感や過去のアノマリー的にも7月を天井に10月辺りまである程度売り圧力がある事も踏まえて考えていきたい。
個人的には前回の高値圏で半導体ポジションを全て売却してしまった関係で半導体ポジションが無くキャッシュがかなり多い為、決算後の下落で一部買いを入れた。ここからさらなる下落があれば段階的に買って今年の年末に向けての準備を進めていきたいと思う。
$Micron Technology(MU.US)$

$VanEck Semiconductor ETF(SMH.US)$
$NVIDIA(NVDA.US)$
Due to the rapid rise above expectations, all short-term semiconductor positions were once taken advantage of in the high price range. I don't think this is the ceiling of the AI market, so I'd like to determine where to re-enter in the future.
Next time in the short term $Micron Technology(MU.US)$ I think settlement will be the key, but there is a high possibility that the market incorporates good financial results to some extent, and trend changes will be severe as long as there are no unexpected positive surprises.

Short-term positions $NVIDIA(NVDA.US)$ I was able to enjoy a decent rise, so I'm taking advantage of some of it.
The reason is that it has exceeded RSI 80, that there is an extreme divergence from the 50-day moving average, that there is a feeling that materials are running out in the short time frame, that NASDAQ's adline has declined drastically and there is a sense of overheating in some stocks, and I want to raise the cash ratio slightly due to past seasonal anomalies, etc.
Momentum is strong, so it may still rise, but since they also hold other positions, I personally think it's totally fine to give them their head and tail even if they miss a bit.