$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Ah, that's enviable🤤
That's because it can be lowered compared to my average acquisition price over the last three years.
If you believe in this, it's a buying opportunity.

Yesterday, the USA Index underwent a rebound, but it felt like a self-rebound after reaching the lower limit of the Range. The Index in Japan is also approaching the lower limit of the Range. Both countries are weak, but the China Index has been doing excellently this year and continues to chase highs. On March 5, there will be a National People's Congress, so either some information is leaking from there or it is just rising on expectations.
$Hang Seng Index (800000.HK)$
Since last week, the USA stocks have been withdrawing various positions, significantly reducing holdings, but a small position with some China Connect shares is being maintained.
Tier1
$Alibaba (BABA.US)$ Increased the Buy and became a Tier 1 position. It's indeed strong. There was a 10% drop two days ago, but the trend of the stock itself doesn't seem to have changed much. There are various other strong China Connect stocks, but the Candlestick of BABA is the most beautiful.
Tier2
$Verona Pharma (VRNA.US)$ There was a slight rebound yesterday. Planning to hold over the earnings announcement like this.
$M3 (2413.JP)$ Yesterday saw quite a decline. Nevertheless, from a candlestick perspective, it hasn't broken down, so the outlook remains positive.

Main six semiconductor-related companiesThe consolidated financial results for the third quarter of the fiscal year ending March 2025 (Laser Tech for the second quarter of the fiscal year ending June 2025) are,All companies experienced revenue and profit growth.It was.The strong demand for AI semiconductors continues.Regarding the full-year performance forecast, $Advantest (6857.JP)$and $Screen Holdings (7735.JP)$Next,今期３回目となる上方修正を発表した。株価はほとんどの社が下落トレンドから浮上できておらず、アドバンテストが独り勝ちの状態だ。同社はAI半導体市場をけん引する米 $NVIDIA (NVDA.US)$のサプライヤーであることに加え、中国依存度が低く、米国規制によるリスク回避の観点から相対的に資金が入りやすかった。
中国売上高はピークアウトへ？
In the first half of 2024, ahead of the strengthening of export restrictions by the USA on ChinaChinese companies hurried to buytherefore,the revenue for China at many equipment manufacturers increased. It is expected that the demand will gradually decrease in the future, and the proportion of China has already decreased for overseas equipment leaders. Dutch major $ASML Holding (ASML.US)$has had a Chinese proportion of nearly 50% in the past year or soHalf of the total...

$Tesla (TSLA.US)$
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
$Direxion Daily TSLA Bull 2X Shares (TSLL.US)$
My Santa🤶 has finally arrived