kohiro201 : I am not completely pessimistic and have increased my purchases the day before yesterday. I feel the attractiveness and potential of Nuu's business model and success in Brazil and Mexico scaling in countries other than their own, unlike the Common Index banking business. Well, it's not a pleasant feeling that it has turned around from about +50%, but it is amusing.

kohiro201 : I started buying in April and now it's about 6 million, and currently it's negative about 1.5 million, but I originally bought it expecting the highest profit in the main financial results for the next fiscal year, so I'm not worried at all.
Of course, while looking at the 1Q numbers next year, if the landing in 2025 progresses to a degree where it seems to divide the EPS of about 7$ at the time of the record high profit, you may also think about cutting losses.
The current semiconductor cycle has just begun, and Micron has finally reached a quarterly surplus.
Also, I think NVIDIA's strongest GPU system will come to an end at some point, but memory companies have high barriers to entry due to huge capital investments, unstable price fluctuations, profit levels, and high volatility, and I think Micron's existence is significant even in the medium to long term.
Based on the above, I personally don't care that the negative range will expand in the short term now, and I intend to continue holding on until actual quarterly financial results and prospects deteriorate.