Thank you for everything from yesterday to today. I thought SMCI could go halfway, but it stalled. I think it would be better to settle down with around 950 once. Then I think the real rise will begin when I get out of 1014, which I touched once the other day.
TSMC hasn't been close recently, so there was a great sense of incongruity. It looks like financial results are getting closer and some different molecules are mixed in, so are there any closing price movements? I think so.
After all, I'm worried about MU and want to look forward to an early recovery. Thank you

While semiconductors and semiconductor manufacturing brands have been unstable for a while, I think the power to drive market prices as flower stocks will decline. Of course, it goes without saying that these companies must not stop competing for development with an eye on the future.
As an example, MU completed chip orders in 2025. So, since stock prices have already been incorporated, they are not growing contrary to the sharp rise in the previous quarterly financial results.
There are high-performance chips, and aren't there companies that don't want to miss out on buying those high-performance chips? I can make that prediction.
How will these high-performance chips be utilized, and how will they be operated and developed?
Am I being dumb? I can't see this part very close at all.
There are announcements and information that such a future awaits due to AI, but...
What I want to say about AI is that we cannot expect a sharp rise in chips at the moment,
If you expect it, it means that software-related stocks that can make effective use of chips may be more delicious for stock management.
If the software system starts to go well, high-performance chip brands may rise further without being able to pop...

This week's points
Are Japanese stocks at a standoff this week? This week is the end of the month and the end of the quarter, and movements in balance adjustments are expected. At your feetStrong trend in US stocksThis is a supporting factor. Meanwhile,French stocks are uneasy about the political situationThere are also warning materials, such as strengthening adjustment colors from. The view that the Bank of Japan will show reduction policies etc. for government bond purchases in more detail at the monetary policy meeting in July is also a factor in refraining from buying. Furthermore, according to stock trading trends by investment sector for the 2nd week of June announced by the Tokyo Stock Exchange on the 20th (total of the Tokyo Stock Exchange and the Stock Exchange)Overseas investors have oversold spot stocks for 4 consecutive weeksI did it.
Domestically, the Bank of Japan is on the 24thKey Opinions at the June Monetary Policy MeetingIt will be announced. It was a meeting to decide on a policy to buy and reduce government bonds, and there is a possibility that long-term interest rates will rise depending on the content of discussions. The Bank of Japan's main opinion could be an opportunity for the market to once again become aware of monetary tightening policies. In addition to the main opinions, the Tokyo Metropolitan Area CPI for June, which is a leading indicator of the National Consumer Price Index (CPI) to be announced on the 28th, is also an important material in determining future monetary policy.
In the US this week, US housing...