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$CyberBuzz (7069.JP)$
Please note that once I checked it, it's still still in the supervisory post!
After choosing it, it was abolished, Resona seems cute!

$Delta-Fly Pharma (4598.JP)$
I had a Shareholding at 503, but sold everything at 732. Although it hit the daily limit up two days in a row, I assumed it wouldn't do the same for three days in a row and sold.
Anyway, check the Shareholder composition to see if there are any shareholders who have driven up the price in the past. Also, review the company's timely disclosures to see what capital policies they are implementing, along with their schedule. By combining these two tasks, it seems possible to roughly estimate whether the stock will surge in the future, when it might surge. In this approach, I feel that analyzing the company's Financial Statements is not very meaningful. The capital policy schedule is important, but...
Furthermore, if it drops, I plan to consider getting back into this stock.

$Mitsubishi Heavy Industries (7011.JP)$
One after another, topics come up about energy in rockets.
Even if it drops in the short term, there is a sense of security that it will rise if held in the long term.

$Tokyo Electron (8035.JP)$
Yoshitaka Takayama, a researcher at the Japan Institute of International Affairs who is well-versed in export control, points out, "Preventing the outflow of technological goods produced using the country's funds is an inevitable trend globally."
There is a growing movement globally to protect one's own technology, with stricter regulations overseas. In South Korea, companies are allowed to restrict employees with expertise in important technologies such as semiconductors set by the government from transferring to other companies. In Taiwan, individuals involved in crucial technologies need permission from authorities to travel to mainland China.
Subsidies for preventing technology transfer in five fields including semiconductors and machinery.
For example, in semiconductors, as a rule, when increasing production in other countries for advanced products equivalent to circuit line widths of less than 30 nanometers (nano is 1 billionth of a meter), prior consultation is required for a production increase of 5% or more for cutting-edge semiconductors, and 10% or more for legacy semiconductors. In case of violation of the guardrail clause, there may be requests for subsidy repayment.
$Advantest (6857.JP)$
In the afternoon, the market is gradually falling again and heading towards today's closing low.
I won't buy more today, but if it falls again tomorrow, I'll cry.
After all, today...

$Microsoft (MSFT.US)$
Good,Good
Azure continued to be good, reaching + 40%.
Buying your own stock is a good material.
Bad-Bad
Sales + 12%, the fastest growth rate in the past 2 years
Further below the downgrade guidance
Foreign exchange, China lock in headwind

$Meta Platforms (META.US)$opened the window and rose by more than 14%. But the buyers seem to be small investors. Can the rise continue amid signs of being technically overbought?

$Microsoft (MSFT.US)$ Microsoft has three main business divisions, the largest of which is the Intelligent Cloud division. “Azure,” which is at its core, is a cloud service platform that aims to support companies' online business migration through hundreds of various solutions such as data storage and machine learning applications. Not even Apple has entered this field, which highlights how the technology landscape has changed in recent decades.
Azure achieved an astonishing growth rate of 45% in the 2022/6 fiscal year. The overall intelligent cloud division grew only 25%, which is not unreasonable given the scale of $75 billion in sales. The larger the scale, the more difficult it is to maintain a high growth rate. However, according to estimates by research firm Grand View Research, the cloud computing market size could reach $1.5 trillion per year by 2030, and it's worth noting that Azure is already the second-largest player in the industry.
Microsoft also has a strong presence in the gaming field...