This week's points
Japanese stocks are forecast to weaken this week. While the sense of caution that it is in the record high price range is smoldering through the recent rapid rise, there is also a strong sense of supremacy due to speculation about the good performance of domestic companies, and it seems like it will be a tug-of-war. However, as the rapid appreciation of the yen progresses,Expectations for an upturn in earnings for the current fiscal year are also becoming more likely to recede. According to the Bank of Japan's short-term corporate economic observation survey (tankan, June survey), the estimated exchange rate for companies this fiscal year is 144 yen 77 sen. If the appreciation of the yen progresses in the future, it is easy for expectations to improve performance to shrink, and if yen interest rates decline due to a retreat in Bank of Japan interest rate hike observations, it will work negatively on financial stocks.US economic indicators and financial results of leading semiconductor-related companies are in the spotlight this weekIt looks like it's going to happen.
In terms of semiconductor-related stocks, the 17th is Dutch equipment manufacturer's $ASML Holding(ASML.US)$The 18th is the largest contract manufacturing company $Taiwan Semiconductor(TSM.US)$(TSMC) and Japan's $Disco(6146.JP)$will be announced. that...

$Tempus AI(TEM.US)$
Multiple American institutional investors have set stock price targets of 42$ to 50$ for Tempan AI stocks. The current stock price is around 33$, so you can expect 30% to 50%.
The first to come first wins.

$Bitcoin(BTC.CC)$
At first glance, this is probably the line where there is a high possibility that the decline will stop once recently.