It's been a while since the column was updated.
I've almost established my investment style, so it's become a matter of doing it steadily.
Many people say "they can't bear it if their assets decrease in an actual market crash," but I don't think I would really care about that.
It's good to have the necessary amount when you use it.
During the asset formation period, it is better for stock prices to be falling.
Although people say, "Even though you know it in your head, you still get anxious," I don't agree and think more like, "I'd like to experience a quick crash."
Lately, I've been noticing content like "It's not good to invest only in orcan" or "Those who do index investing don't understand."
I have no interest and the content is probably superficial anyway, so I don't watch it, but well, I guess they get the page views and views.
I truly think, "This is crap."
People like me, who are not worried about continuing to steadily invest in index funds within their range and rebalancing every few years, are not the type to be concerned about such crappy content created solely for the purpose of increasing PV views...

Summary
Since the beginning of the yearSemiconductor stocks were performing wellOn April 4thThey experienced a significant adjustmentThis adjustmentThere have been no fundamental changes in the semiconductor industry.Mainly,It is largely due to external factors.It is considered.It is expected that the recovery of the semiconductor market and the continued benefits of the AI boom will continue.There is a possibility that the indicator may give false alarms.During adjustments, it will be an opportunity to buy on dips.This time,List up the stocks that are candidates for buy on the dips.Done.
Semiconductor stocks are strong.
Regarding the major stock price indices in the United States,Year-to-date rise and fall rates(As of April 4, the same below), when checkedS&P500 index rose 8%whileThe Nasdaq 100 index rose by 6%.At first glance, tech stocks seem to be underperforming compared to the overall market. On the other hand, the Philadelphia Semiconductor Index (SOX Index), which is composed of semiconductor stocks that are part of the tech sector, rose by 14%.Thanks to the AI boom, the SOX Index rose by 65% in 2023. It has maintained its strong performance in 2024.Done.The SOX Indexrose by 14%.In 2023, it rose by 65%.It has maintained its strong performance in 2024.
On April 4th, there was a decline, what were the reasons?
On April 4th, the SOX index fell by 3.0%. The S&P 500 index and the Nasdaq 100 index fell by 1.2% and 1.6% respectively.
On April 4th,Decline...

The S&P 500 index has risen more than 10% in the first quarter, which has happened 12 times in the past 75 years, with only one slowdown. JP Morgan predicts that the trend will continue.

There is a high likelihood of the US stock market in Q2 continuing the upward trend.
Chairman Powell of the Federal Reserve, after emphasizing the start of interest rate cuts later this year following market expectations regarding PCE statistics, explained again that there is no need to rush. Citigroup and other institutions had presented scenarios for rate cuts starting in June, but the uncertainty about a rate cut in June is definitely increasing. However, the outlook for the US stock market in Q2 remains the same as at the beginning of the year, expecting the upward trend to continue, especiallyUntil the rate cut is implemented, buying of tech stocks like AI semiconductors continues to be the main strategy due to "FOMO (Fear of Missing Out)".Indeed. Regarding this week's market, there is a development in searching for new clues to the increasing uncertainty in the interest rate outlook. Employment statistics will be announced this week, and it is expected that the market will want to assess them.In addition to the privately-employed job openings on the 2nd, the 5th non-farm payrolls and the unemployment rate are likely to be the focal points.It seems to be a turning point.
NVDA, SMCI, etc., in the development plan of "Stargate"...

Microsoft, a major US tech company, announced on Monday that it will split sales of the chat/video application “Teams” from the company's office software “Office” on a global scale. This move is in response to surveillance under the Antimonopoly Act so far by the European Union (EU) and other regulators, and it also has the purpose of avoiding the possibility of fines under the Antimonopoly Act.
Teams was added to the Office 365 suite for free in 2017, and quickly became a popular communication and collaboration tool among business users. However, competitors such as Slack and other apps under the Salesforce umbrella argue that Microsoft's bundling Teams with Office is unfair competition, and are fighting back.
Regulators such as the EU have been investigating Microsoft about this act since 2020, when Slack filed a complaint with the European Commission. Microsoft's spin-off move is seen as a compromise against pressure from regulators, and also an attempt to avoid severe penalties that may be faced in the future.
microcomputer...