$NVIDIA(NVDA.US)$ TSMC's 2Q financial results will be announced this week, so I wonder if it's up for the weekend ⬆. Should TSMC be 1Q? Since it was financial results, the market became sensitive, and most of the stock prices after settlement of other companies after that were scattered, but NVDA's 1Q financial results were undisputed, and the stock prices after settlement were as everyone knows. If you look at monthly sales for the 2nd quarter of TSMC, especially in May and June, they gave amazing numbers, so I think it's fine. Other companies don't have a track record. NVDA is the driver of this AI market and the stock price has risen so much, so I think there are people who are freaked out thinking that it is expensive, but I think it will produce financial results that exceed analysts' expectations for a while. It was up at the split festival, so when it went down, negative posts stood out, and there was too much fuss. If you have unrealized benefits, don't be overjoyed or disappointed. I hope the board doesn't get rough.

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...

The view that yen has broken away from the bearish trend and that just raising the Bank of Japan interest rate this month is insufficient
2024/7/15 7:05 JST (some excerpts)
It has been suggested that further support from the government and the Bank of Japan is necessary
Even if interest rates are raised to 0.25%, the impact on the dollar and yen is limited - Barclays
While being swayed by interventional observations, yen traders must overcome a number of difficulties before the monetary policy meeting to be held by the Bank of Japan at the end of the month.
　　In addition to the obvious yen buying intervention, despite the fact that the decline in US bond yields generally weighed on the dollar exchange rate, the rate of increase in yen against the dollar remained at just under 2% last week. This suggests that further support from the government and the Bank of Japan is necessary in order for the yen to definitively break out of the downtrend.

$Nidec(6594.JP)$The bottom feels firm even when it is lowered overall. Core devices such as personal computers and mobile phones have reached a recovery period, and cooling devices for data centers will greatly contribute, appealing, and earnings prospects seem bright. expected