$Tesla (TSLA.US)$
In 2024, I executed divine punishment on fools who were making a fuss after watching the market crash and left-wing news articles... and in 2025, keep slashing and slashing and keep cutting! Follow me~ Believe only in your own knowledge, Tesla employees, and Elon Musk. Ignore the fools who promote market crashes and easily sell Tesla stocks. Speculators who easily sell Tesla stocks are of no interest to Tesla or Elon. Buy when it drops, buy when it drops, and hold on this year. In 2025, Optimus and RoboTaxis will start moving in earnest.
2025 is a major turning point... Fate of significant changes in assets will diverge for those who own Tesla stocks and those who do not.

$Argan (AGX.US)$
As a result of AI datacenters leading the increase in electrical utilities demand, profitability of argan is expected to grow rapidly.
The current stock price does not reflect the increase in earnings exceeding 50% compared to the previous year.
The sustainability of the AI trend provides investors with the appropriate balance of risk and return.

$Fruta Fruta (2586.JP)$
I understand the feeling of wanting to support Futu, as well as the frustration of having unrealized losses. However, I think it's okay to cut losses and move to other trendy stocks to realize gains before coming back.
Sometimes it's more profitable to cut it early when it's time, like giving the head and tail, and move on.
I don't want to provoke anyone.
Former holder

$Confluent (CFLT.US)$
Business content: Development and sale of real-time data streaming platforms
Main customers: Financial institutions, retail businesses, telecommunications businesses, manufacturing industries, etc.
Earnings: 2024 1st quarter financial results
Sales: 0.9 billion dollars (26% increase over the same period last year)
Net profit: 0.7 billion dollars (up 42% from the same period last year)
Adjusted EPS: $0.56 (up 38% year over year)
Future outlook
・Sales and profitability are expected to increase as the data streaming market grows
・Expanding investment in cloud products
・Acquiring new customers and strengthening relationships with existing customers
Real time data streaming platformThe data was generated moments It is a platform that can be processed and analyzed.
In conventional batch processing, data is processed collectively for a fixed period of time, so it takes time for analysis results to come out.
Meanwhile, on real-time data streaming platforms, data one at a time Since it is processed every time it is sent,
real time The analysis results can be obtained at
For this reason, the followingReal-time analysisbut...

First-time poster, beginner who has just started investing:
$Palantir (PLTR.US)$-78.42%
$Rocket Lab (RKLB.US)$-10.16%
$Livongo Health (LVGO.US)$-9.73%
$Novavax (NVAX.US)$ -3.62%
$Strategic Education (STRA.US)$ 6.5%
$NVIDIA (NVDA.US)$7.8%
I am looking for long-term holdings. I understand that it can be troublesome, but $Apple (AAPL.US)$ and $Alphabet-C (GOOG.US)$ I am considering purchasing stocks with proven track records and potential for further growth, such as etc, and adding them to my portfolio. I am trying independent management, but if everything does not go well, I will consider switching to EFT.

$Taiwan Semiconductor (TSM.US)$ nvidia was up 1.1% at $193.35 in pre-market trading.
According to TrendForce's latest report, AI applications are driving an increase in demand for customized chips and packaging, while boosting the CoWoS demand for 2025. Observing the key development trends in the CoWoS market next year, nvidia's CoWoS demand for TSMC is expected to increase by nearly 60% of the total demand, and TSMC's CoWoS monthly production capacity is approaching 75,000 to 80,000 units by the end of the year!

Yesterday. $Bitcoin (BTC.CC)$ is approaching 0.1 million dollars, $Strategy (MSTR.US)$ it suddenly soared from the pre-market, resembling a festive mood. Feeling that this atmosphere was not good, I even whispered on the bulletin board that it might be the top... and it turned out to be true. Since it suddenly started drawing a bearish candlestick, I thought this was bad, and decided to fully withdraw. Although I could not take profit at the highest point, I think I made a good profit for someone like me who is bad at profit-taking. After calculating the profit amount, it turned out to be the second highest profit in the United States stocks after NVIDIA this year🥈
As a result, trading of MSTR turned out as follows. I was able to invest a considerable amount of money, so I was able to make a large profit. The reason why I could invest in MSTR is because
・The bitcoin candlestick chart was fantastic, and I thought that 0.1 million dollars was an achievable target.
・The chart of MSTR was cleaner than other bitcoin-related stocks.
I invested in MSTR for these reasons. At times like this, it is the theory of leading stocks that buying stocks that are already growing is more profitable than buying lagging stocks.
11/...

Last night, the market appeared to be all-time high until pre-market, but as the market opened, it suddenly dropped during the opening, starting in anxiety. However, this is not a bad thing, as stocks will reach their peak when in the state of 'nothing but going up!', but they will keep rising in times of uncertainty. I thought yesterday was a market that continued to rise amidst anxiety.
Also, last night, the rise and fall varied depending on the stock.
Especially $Applovin (APP.US)$ However, it had surged temporarily by 10% in the overnight market, but when the daytime started, it plummeted to about -8%. In the end, towards the close, it gradually offset the losses and returned about -1%, which is a relief ☺️ However, considering the 17% increase on Friday, the market sentiment is extremely high. It would be nice for it to calm down a bit 🤔
I had my eye on it. $Reddit (RDDT.US)$ I bought it, but ended up falling yesterday, resulting in an immediate unrealized loss. It's barely below the previous day's low... I'm still looking for it to go up, but it's becoming a bit suspicious as the second most held position... Considering moving positions to other stocks depending on the situation...