The reasons why Resonac is associated with Vice President Harris are as follows.
1. Strengthening the semiconductor supply chain
Vice President Harris met with Japanese semiconductor-related business executives and requested investment in the United States.
2. Promotion of the CHIPS Act
Vice President Harris explained the strengthening of US semiconductor manufacturing under the CHIPS Act and asked for cooperation from Japanese companies.
3. Strategic partnerships
Resonac has joined a consortium on semiconductor post-processing in the US and is strengthening its presence in the US market.
As you can see, Vice President Harris's activities are closely linked to Resonac's expansion into the US.
Source: Microsoft Copilot

In response to an estimate request for the next fiscal year's budget plan, the Ministry of Finance has a policy of raising the estimated interest rate for calculating interest payments on government bonds from 1.9% for this fiscal year to 2.1%. Reflecting the rise in long-term interest rates due to changes in the Bank of Japan's monetary policy, the amount required for government debt is about 28 trillion910 billion yen, which exceeds the current fiscal year budget by about 1 trillion900 billion yen.
In response to an estimate request for the next fiscal year 2025 budget plan, which is due at the end of August, the Ministry of Finance has a policy of raising the estimated interest rate for calculating interest payment costs on government bonds from 1.9% this fiscal year to 2.1% for “government bond expenses” used to redeem government bonds or pay interest.
The Bank of Japan lifted negative interest rates in March, and decided additional interest rate increases in July, reflecting an upward trend in long-term interest rates.
As interest payments increase, the amount requested for government bonds will be around 28 trillion910 billion yen, which exceeds this fiscal year's budget by about 1 trillion900 billion yen.
Regarding the estimate request for the next fiscal year's budget plan, defense spending is expected to increase as we proceed with drastic strengthening of defense capabilities, and social security expenses are also expected to increase as the aging population ages, and the total amount required for the general account is expected to exceed 110 trillion yen for 4 consecutive years and hit a record high.
Source: NHK...

Goldman Sachs predicts that NVIDIA's 2025 results will significantly exceed market expectations. In particular, we expect market confidence to increase as NVIDIA announces ROI (return on investment) for specific customers during the 2nd quarter conference call.
NVIDIA continues to have strong demand for products for AI and data centers, and demand from major cloud service providers is particularly strong. As a result, NVIDIA's earnings are expected to continue growing. Goldman Sachs expects revenue from NVIDIA's data center products to increase consistently until the first half of 2025, and believes this will be a major factor in improving performance.
Additionally, NVIDIA's powerful hardware and complementary software products are key factors in maintaining competitiveness. This has solidified NVIDIA's position as an industry leader.
In this way, Goldman Sachs's prediction that NVIDIA's 2025 performance will exceed market expectations is for AI and data center products...

TMF 45%
SPXL 27.5%
TQQQ 13.75%
NVDL 13.75% total 100%
We have a lot of bonds. Apart from NVIDIA, SOXL is fine, but I personally prefer this one. I expect that they will earn returns with stocks and that bonds will function as a hedge in case of emergency ☺️ They are rebalanced every quarter, and the ratio may be adjusted drastically depending on the state of the US economy.
The US economy is strong 😤 and the scenario of Recession 😰 are also possible, so after all, I don't understand it, so I'm going to do this for a while.

Why can't you invest for a long time
① I get bored quickly
② I'm in too much of a hurry
③ I'm too afraid

Even if employment data were revised downwards by up to 1 million people, the long-term impact on the market would be limited. The US economy is resilient enough and has the capacity to absorb such corrections. Even if we look at past cases, the market has overcome temporary shocks and quickly adapted. There is also a positive aspect that this correction will improve the accuracy of future employment statistics and enable more accurate economic decisions. It is wise for individual investors to have a long-term perspective and maintain diversified investment strategies without being misled by temporary fluctuations.
Source: Claude

Information that the American Bureau of Labor Statistics will revise employment data from 2023/4 to 2024/3 downward by up to 1 million people has been reported in the ZeroEdge article. However, questions remain about the veracity of this information. The reasons for this are as follows.
1. Market Reaction
If this information is factual and serious, there should be a marked reaction in the market, such as large sales of futures in the US market. However, no such major reactions have been observed at the moment.
2. The importance of information
Revising employment data on a scale of 1 million people is very important as an economic indicator. Such serious information, if factual, should be more widely reported and discussed.
3. Lack of official announcements
If it is such an important correction, an official announcement or confirmation from the Bureau of Labor Statistics is expected, but we cannot see it at the moment.
Taking these factors into account, this information is unlikely to be reliable. However, it is necessary to keep a close eye on economic indicators and market trends, and update your views as appropriate when there is new official information or reports from reliable sources...