$NVIDIA (NVDA.US)$ I am placing a speculative buy at $98, and there is no such thing as no risk, especially considering the importance of earnings. I believe the semiconductor boom will lose momentum, but I want to take the risk and accumulate only NVIDIA, which is a leading stock. When buying individual stocks, it is necessary to be prepared to switch gears at any time without blindly following the fervor or developing a strange sense of solidarity. It is important to carefully consider why most investors fall short in index investing and it is not good to be infatuated with specific stocks.

$NVIDIA (NVDA.US)$Only individual ones. Although I purchased the other day, I have enough flexibility to buy in multiple installments if prices drop due to market conditions. I am prepared to sell everything depending on the financial results. The downside risk is still very high. I do not believe in buying at the bottom from the start. I only hold assets that I believe have value even if there is a major crash, as I can see from examining the financial statements that the semiconductor sector is clearly mixed with good and bad companies, so sector ETFs and leveraged ETFs are not options for me.

$NVIDIA (NVDA.US)$ Of course, it depends on the settlement, but I have been watching it for a long time. Since semiconductor stocks are a mixed bag, I want to carefully select and aim for the timing to buy little by little. I felt that the market was clearly in a FOMO phase, so the valley will deepen, but I think it's a chance for those who couldn't buy cheaply. Although NISA investors seem to be generally pessimistic, isn't it fortunate for those who started this year to have a chance early on? Personally, I think index investment is the only choice for NISA.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ I bought it all, so there is a profit of more than 10%. The 10-year bond yield has dropped below 4%. If it falls below 3.5%, I plan to close the position.

$NVIDIA (NVDA.US)$ It has almost been proven that AI is directly linked to profits, but at the same time, it is also a moment when many companies are being eliminated. There are also voices saying that NVIDIA products are too high in overspec, but Megatech is waging a decisive battle for the summit, so of course, it seems that the competition for the best one will continue for the time being.

$iShares 20+ Year Treasury Bond ETF (TLT.US)$ The direction of the wind has changed slightly, so I think it might be time to consider buying bonds as well.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ When it comes to leveraged investments, careful judgment is necessary. If you think it's going in a different direction than expected, you need to make quick decisions. It's never too late to get on board when you have a clear sense of direction. If you can't adjust your mindset and thinking flexibly, you may suffer significant losses. I believe it is important to remain humble.