$NVDA.US$
There have been a lot of warnings, so I don't think anyone has one, but it will drop to 30 from here. I've been saying this a long time ago. I can still endure running away now. The fandom factor is also bad (I wrote it in a follower-only article).

Trump calls for people to stop using Google - mentions interference with searches
2024/8/6 7:29 JST (some excerpts)
Mention Mr. Musk's indication that Google interferes with searches related to Mr. Trump
Trump, who intensifies attacks on major tech companies, points out that Google is “illegal”
Former US President Trump, the Republican candidate for the US presidential election, called on supporters to stop using Google under the umbrella of Alphabet. Mr. Trump, who is intensifying attacks on major technology companies, called Google “illegal.”
　　On the 5th, in an interview with Adin Ross, who is famous for his video game livestreams, Mr. Trump said, “Something is wrong with Google. It would be better for everyone not to use Google,” he said.

$USDJPY.FX$
Most investors in American stocks know, but among investors in Japanese stocks, there are those who stubbornly want the yen to appreciate.
Let me put aside the market and just talk about the relationship with Japan.
There is a tendency for the elderly generation to make the depreciation of the yen a bad person without investing like NISA. However, for Japan as a whole, the depreciation of the yen is the best monetary policy. Inducing an appreciation of the yen is nothing more than maintaining the status quo within Japan.
It is impossible to ignore the fact that Japan's export industry has developed as the axis of its economy since the post-war period. When the yen appreciates, the income of those working for export-related companies decreases, domestic consumption in Japan also becomes sluggish, and the Japanese economy eventually falls into deflation.
The theory that prices will fall when the yen appreciates is just an urban legend. Gasoline, electricity bills, etc. will drop slightly, but there is no precedent for price cuts due to the appreciation of the yen for other products, and there is no way they will drop in the future.
In the first place, the purpose of the Kishida administration forcibly inducing an appreciation of the yen is to improve the current administration's approval rating. The premise that “the reason people are struggling with their lives is the depreciation of the yen” has often been taken up by the mass media, but the real cause is that real income is declining year by year within Japan, and the inflation rate is extremely low, but overseas inflation progresses normally and prices rise...