$Palantir (PLTR.US)$ Moving from N to here was the right choice.

$NVIDIA (NVDA.US)$ I received Peloton shares from moomoo and have been wanting to sell them for a while, but couldn't. When I placed an order in the candlestick chart's shareholding position, they were sold. Now I can finally focus solely on nvidia. 😎

After being included in the S&P 500 stock price index, $Palantir (PLTR.US)$ showed a significant increase on the first day. However, there are certainly examples of popular stocks continuing to soar immediately after the announcement. For example, $Tesla (TSLA.US)$ saw its stock price soar by about 70% in 2020 after entering the S&P.
Just because a stock is included in the S&P 500 does not guarantee that the stock will perform well in the long or short term. For example, $Super Micro Computer (SMCI.US)$ has plummeted since being added to the S&P 500 index earlier this year.
Long-term outlook
The extent to which Palantir's stock price will rise in the next few years will be greatly influenced by whether the company can accelerate its revenue growth, rather than whether it is included in the S&P 500 index. The main reason is valuation, as the stock is trading at a forward price-to-earnings ratio of more than 23 times the analyst's estimate for 2025. Sales in the second quarter ...

70% of SOXL and 50% of SMH were sold on trails due to a sharp drop last week. I just saw a drop without a reason and bought SOXL and NVDA which was lowered too much. The upper price for N seems to be heavy, but I'm expecting a break in financial results. Also, all of the QQQQM holdings were secured, and 2244 was purchased by that amount to the maximum ownership ratio on PF (about 40%). 2244 will rebalance on the ETF side, so I think it's okay to narrow it down to this one tech-related one. Therefore, integration of SMH is also being considered at the next trading timing. I want to temporarily compress my position by September when interest rate cuts are expected, so that's about it.
$iShares Russell 2000 ETF (IWM.US)$
Interest rate cuts have become a definite route and a tailwind for small-cap stocks. The recent rise in the Russell Index also means that. I missed the initial move, but if there is a healthy push, I would like to consider purchasing indices or individual stocks. On hand, HIMS, PLTR, HOOD, and CORZ, which is a small investment but is related to virtual currency, are all doing well. However, I think this is a stage where expectations are raised, so I want to be strict about risk management.
As for the dollar and yen, it is expected that the current level will be maintained in the short term or that the yen will rise slightly. However, the Japanese side's policy changed...

$Direct Digital (DRCT.US)$ Truly at rock bottom.
Just need to go up from here.

$NVIDIA (NVDA.US)$
I bought it 3 years ago and sold part of it when it was split. After that, my assets have increased rapidly since the beginning of this year thanks to my purchase! I'm thinking of selling part of it after the split this time too!