Looking forward to good information on 2 nanometers.
$Socionext (6526.JP)$
From January to April, I made a big profit here and at the disco. I transferred 50% of the profits until April to the savings account, then invested in funds and made around 10% profit. I secure half of the winning amount and invest the rest. With expectations for AI, I am currently mainly investing in Softbank Group. To monitor the stock price of Softbank Group, I bought about 10% of the total investment amount in NVDA, ARM, and others through moomoo securities. For the first time this year, in NISA, my wife and I bought 1,300 shares of Sosionext and made a profit of 1.5 million yen when the time was right. The reason for this year's profit is that I sold almost all other stocks at almost the highest price. Regarding NISA, it is currently negative 1.4 million yen as I did not sell, saying that 2026 is the main event. I started buying again from around 2,800 yen in anticipation of a rebound, but it is still in the negative direction. I am relatively at ease waiting for an increase as BlackRock holds over 6% of the shares. Sosionext seems to be primarily focused on semiconductors for autos, but there is information that if they complete 2 nanometers, there will only be Intel and ARM, which is expected to increase the demand for autos and may be involved in AI-related designs. Hang in there!
$Socionext (6526.JP)$
From January to April, I made a big profit here and at the disco. I transferred 50% of the profits until April to the savings account, then invested in funds and made around 10% profit. I secure half of the winning amount and invest the rest. With expectations for AI, I am currently mainly investing in Softbank Group. To monitor the stock price of Softbank Group, I bought about 10% of the total investment amount in NVDA, ARM, and others through moomoo securities. For the first time this year, in NISA, my wife and I bought 1,300 shares of Sosionext and made a profit of 1.5 million yen when the time was right. The reason for this year's profit is that I sold almost all other stocks at almost the highest price. Regarding NISA, it is currently negative 1.4 million yen as I did not sell, saying that 2026 is the main event. I started buying again from around 2,800 yen in anticipation of a rebound, but it is still in the negative direction. I am relatively at ease waiting for an increase as BlackRock holds over 6% of the shares. Sosionext seems to be primarily focused on semiconductors for autos, but there is information that if they complete 2 nanometers, there will only be Intel and ARM, which is expected to increase the demand for autos and may be involved in AI-related designs. Hang in there!
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I started to hold ARM shares a few months ago and felt that there were speculators selling ARM shares. I held those shares in Japanese stocks and made a profit in the spring. There are people who make money by selling newly listed stocks. Sometimes they move in the opposite direction of the pre-market price. There are many comments indicating that moomoo Securities is complicit in this. Please discern the essence. Even analysts who set minimum target prices are shallow, aiming to become famous if it reaches $100.![]()
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
I also thought the comments from the analyst at moomoo Securities based on the financial results were strange. The stock price this morning is reasonable. It's strange to discuss the analyst's minimum target for arm before the financial results and undermine investment awareness. If these things weren't there, I would have seen the opportunity during yesterday's decline and bought more.
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During the significant stock price drop on August 5th, the focus of investment was on Japan's semiconductor companies' stocks. Unsure of which stocks to buy during this downturn, the idea of Mr. Son came up. 85% of the investment amount was concentrated in SoftBank Group Co. Then, after the announcement of this year's Nobel Prize, it was believed that the future lies in AI investment, but no major Japanese manufacturers specializing in AI were found. Subsequently, with the announcement of investment in OpenAI, it was confirmed that SoftBank Group Co. was the correct choice. In the medium to long term, it is certain that it will be between 12,000 yen and 15,000 yen.
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$Arm Holdings (ARM.US)$
Despite the market's pre-market price fluctuating around 4% over the past two days, it is gratifying to see the closing price rise, but it has dropped to the 1% range. I believe pre-market trading is done by the general public, while regular trading is mainly done by professionals. What could be the reason for this trend continuing for two days? Please post if you have any insights.
Despite the market's pre-market price fluctuating around 4% over the past two days, it is gratifying to see the closing price rise, but it has dropped to the 1% range. I believe pre-market trading is done by the general public, while regular trading is mainly done by professionals. What could be the reason for this trend continuing for two days? Please post if you have any insights.
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$Arm Holdings (ARM.US)$
Yesterday, the pre-market price was good, but when trading started, the price dropped, and the closing price ended up below the pre-market price. Today, I would like it to exceed 5%. The stock price of arm significantly affects the stock price of softbank group co. I started investing in US stocks this year, only owning around 50 shares of NVDA. I hold about 85% of my shares in softbank group co as Japanese stocks, and the rest are semiconductor stocks like Disco. I hope for a positive impact from TSMC's strong earnings report. Expectation! Expectation!
Yesterday, the pre-market price was good, but when trading started, the price dropped, and the closing price ended up below the pre-market price. Today, I would like it to exceed 5%. The stock price of arm significantly affects the stock price of softbank group co. I started investing in US stocks this year, only owning around 50 shares of NVDA. I hold about 85% of my shares in softbank group co as Japanese stocks, and the rest are semiconductor stocks like Disco. I hope for a positive impact from TSMC's strong earnings report. Expectation! Expectation!
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$SoftBank Group (9984.JP)$
I bought it from the 6,000 yen range, and now 85% of my stock investments are concentrated in softbank group co. Currently, there seems to be no short sell institutions, but there are institutions for buying and selling. I own american stocks arm and NVDA. I believe that softbank group co stocks will aim for 12,000 yen. I am increasing my holdings while taking profits from profitable stocks. I am looking forward to when the investment in OpenAI will become profitable.
I bought it from the 6,000 yen range, and now 85% of my stock investments are concentrated in softbank group co. Currently, there seems to be no short sell institutions, but there are institutions for buying and selling. I own american stocks arm and NVDA. I believe that softbank group co stocks will aim for 12,000 yen. I am increasing my holdings while taking profits from profitable stocks. I am looking forward to when the investment in OpenAI will become profitable.
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It's all hindsight. I woke up before 7am and immediately thought about selling when I saw the stock price plunging. However, I didn't see any bad financial results and I didn't know the percentage of share buybacks compared to the overall, but I thought that 50 billion dollars is a significant amount, equivalent to 15-20% of annual sales. The outlook for August to October was also explained and didn't seem bad. I bought 2.2 million yen, and before going to bed yesterday, I had a profit of about 0.27 million yen, so my total assets were 2.22 million yen. I work in a profession related to numbers, but I didn't sell because I think overseas people are weak in numbers and can be easily influenced by others. I can only hope for how far it will recover.
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I bought a little in February at another securities company, and it almost doubled. I have been buying more NVDA at this company for one month. The stock price goes up every day as a matter of course, and the yen has also weakened. I want to hold on to it forever, but what if the trend becomes a strong yen?
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$Socionext (6526.JP)$ On March 22, Nomura Securities submitted a large shareholding report to the Ministry of Finance. The shareholding is 6.18%.
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