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わっさび Male ID: 184410586
10月中旬から米国株スタートしました。テクニカル分析や米国株の勉強中です。量子、原子力、ソフトウェアを中心に取引してます。
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    $WISeKey (WKEY.US)$
    Homepage pre-release
    On December 18, WiseKey plans to release the next-generation quantum Root Inc in the first quarter of 2025.
    Why is this News of individual stocks not being covered by mainstream media?
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    3 selected datacenter-related stocks to watch - the potential of AI demand and growth driving the market
    December 6, 2024
    The advancement of artificial intelligence (AI) technology is bringing a new wave to the market, attracting attention to datacenter-related stocks. In particular, AI chip manufacturers like NVIDIA are experiencing solid growth against the backdrop of increasing demand.
    Among them, Vertiv Holdings plays a key role in data center cooling technology, Comfort Systems USA in HVAC equipment, and Amazon is expanding its cloud business through AWS. Each supports data centers in different fields, with the outlook for revenue expansion being highly evaluated.
    For investors, these three stocks have the potential to be promising choices that combine growth and stability. With the widespread adoption of AI, the demand for related infrastructure is expected to continue increasing.
    The technological expertise and revenue expansion reality supporting the data center market by Vertiv.
    Vertiv Holdings provides the infrastructure to support data center operation, particularly establishing its position in the market for electrical supply and cooling technology...
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    $Quanta Services (PWR.US)$ $Constellation Energy (CEG.US)$ $Public Service Enterprise Group (PEG.US)$ $BWX Technologies (BWXT.US)$ When it comes to AI and semiconductor-related subsidiary stocks from next year, Arista cannot be excluded, but energy and infrastructure sectors that respond to expanding needs are also essential. Even if the main stocks of AI and semiconductors change, the demand for Energy will definitely remain strong. Including two companies of nuclear power plants, one company for nuclear reactor care control, and this bundled power storage infrastructure Quanta, it's a complete package.Achieving double the total yield of the 5 stocks may not be possible in one year, but I'm hoping it will happen relatively early.
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    $Serve Robotics (SERV.US)$
    Confirmed the rebound. Buy carefully.
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    $KULR Technology (KULR.US)$
    There seems to be a lot of excitement in the foreign community about the CEO interview this morning at X.
    It's wonderful to see their dedication to the energy sector, especially in the field of nuclear power! I interpret this as covering all trending sectors, except for quantum.
    Just $Oklo Inc (OKLO.US)$ NICE Ltd has just rebounded in the news, so I expect the week to start with a rise.Please stop making biased comments.
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    わっさび commented on
    Those who know that it was flying before will buy it ☺️ When it comes to the strength of being able to buy outside Muu Muu's hours.
    $EHang (EH.US)$
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    わっさび reacted to
    $SoFi Technologies (SOFI.US)$
    Good job, you're moving smoothly from side to side.
    I hope you stay stable for the rest of this year.
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    $NASDAQ 100 Index (.NDX.US)$ From the 25th, it is the application for transferable investment trust for next year. How is everyone? I think many people are filling it with individual stocks, but please let me know.I aim to ride out the summer by firmly taking profits from January to April with NAS stocks.Thank you in advance!
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    $Arista Networks (ANET.US)$ Although buying each one separately, FANG+ still has a small number of stocks, so I'm starting to think it might be better to exclude the stocks I don't like and buy the ones I like to create my own portfolio.If I were to do it myself, I would consider adding Arista, IBM Corp, Okta, IONQ, and Palo Alto, in addition to Microsoft and Meta, to strengthen investments in quantum, data centers, and AI. I also want to focus on compound interest within the NISA framework, so I want to buy through funds. However, index funds contain things that I may not prefer.Like unwanted items in a lucky bag.
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    Although eggplants rose, it may have been a rare occurrence for my portfolio to decline yesterday.
    $Tesla (TSLA.US)$ Although it temporarily turned positive, it eventually dropped. Personally, I anticipate further adjustments and plan to buy more at a good timing.
    $Eli Lilly and Co (LLY.US)$ Regarding LLY, news of individual stocks stated that in the clinical trial of NVO, the weight loss effect was lower than expected. After-hours trading temporarily increased by +10% due to this news, but with the result showing 22.7% weight loss effect compared to the expected 25% for NVO, the reason for LLY's rise seems somewhat weak, doesn't it? As expected, it ended up at +1.35%.
    Apart from that, the overall situation was good, but due to a significant allocation of TSLA in the investment, there was no choice but to adjust.
    Thank you for your hard work this week!
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