Sell Meta.
Buy Reddit.
Sell semiconductors.
Buy crediting.
$Meta Platforms (META.US)$ $Reddit (RDDT.US)$ $NVIDIA (NVDA.US)$ $Goldman Sachs (GS.US)$ $JPMorgan (JPM.US)$
Buy Reddit.
Sell semiconductors.
Buy crediting.
$Meta Platforms (META.US)$ $Reddit (RDDT.US)$ $NVIDIA (NVDA.US)$ $Goldman Sachs (GS.US)$ $JPMorgan (JPM.US)$
Translated
$NVIDIA (NVDA.US)$ Finally, after a long time, a breakthrough to a new all-time high! CPI party! $Super Micro Computer (SMCI.US)$ Mo! $Vertiv Holdings (VRT.US)$ Still going strong! Now, it's time for the Summer Rally! Wishing everyone a happy investing! ^_^
Translated
17
Comprehensive determination. Rebalance based on recent performance (rate of change) and analysis of positions for future outlook. Decrease weak positions and rebalance to the strong, interesting, and potentially strong ones.
▽ Sell
$Micron Technology (MU.US)$ x 36 shares = 4104
TSM x 23 shares = 3174
--
Total: roughly $7278
▽Buy
Itron x 48 shares = 4656
$Vertiv Holdings (VRT.US)$ x 17 shares = 1598
$NVIDIA (NVDA.US)$ x 1 share = 879
--
Total: Approximately $7,133.
In addition, due to the strengthening of the yen.
Inquiring about buying 1 share of GS from cash in Japanese yen.
▽ Sell
$Micron Technology (MU.US)$ x 36 shares = 4104
TSM x 23 shares = 3174
--
Total: roughly $7278
▽Buy
Itron x 48 shares = 4656
$Vertiv Holdings (VRT.US)$ x 17 shares = 1598
$NVIDIA (NVDA.US)$ x 1 share = 879
--
Total: Approximately $7,133.
In addition, due to the strengthening of the yen.
Inquiring about buying 1 share of GS from cash in Japanese yen.
Translated
8
ECBBまつうら米国株
commented on
$Direct Digital (DRCT.US)$Financial results are over -46% overtime. I was saved ~. The announcement of financial results was postponed. So, in the first place... right? So, this might be crazy, so all sales have been decided. I was able to escape by taking tens of percent in a short period of profit, so it was included. After all, this is what it means to defer financial results. So, lower it somewhere. It was a great experience and learning.
I hope it will be a reference and learning for everyone. Happy investing! ^_^
Direct Digital shares fell 47% after the company made losses in the fourth quarter.
I hope it will be a reference and learning for everyone. Happy investing! ^_^
Direct Digital shares fell 47% after the company made losses in the fourth quarter.
Translated
11
10
ECBBまつうら米国株
liked
$Super Micro Computer (SMCI.US)$
Loop Capital has raised the target stock price of Super Micro from $600 to $1,500 🚀
Nidec Corporation Sponsored ADR (6594) is rising ⤴︎ and is currently increasing the production capacity of water cooling equipment developed jointly with Super Micro Computer Inc by 10 times.
Loop Capital has raised the target stock price of Super Micro from $600 to $1,500 🚀
Nidec Corporation Sponsored ADR (6594) is rising ⤴︎ and is currently increasing the production capacity of water cooling equipment developed jointly with Super Micro Computer Inc by 10 times.
Translated
11
3
Happy investing! It's been a while, everyone. Of course, I continue my investment activities, making occasional position adjustments and additions.
The market is $NVIDIA (NVDA.US)$ $Micron Technology (MU.US)$ $Bitcoin (BTC.CC)$ Of course, in general, currently with the overlap of Iran and American tax filing on 4/15, the market is down, but it should be a great buying opportunity. It might seem to be the biggest buying opportunity of the year. It seems like it will drop in the autumn as well, but it should be at a higher range than now. There could also be buying from tax refunds. This week feels like a big bargain sale.
Now, in terms of business, on Japan's largest television shopping channel, Shop Channel, I will appear in a one-hour live broadcast! Tomorrow, 4/17 (Wed) late night, 4/18 (Thu) 2:00~ showing the growth from a year ago!!! If you are interested, please join us!! ^_^
x.gd/dzNwY
The market is $NVIDIA (NVDA.US)$ $Micron Technology (MU.US)$ $Bitcoin (BTC.CC)$ Of course, in general, currently with the overlap of Iran and American tax filing on 4/15, the market is down, but it should be a great buying opportunity. It might seem to be the biggest buying opportunity of the year. It seems like it will drop in the autumn as well, but it should be at a higher range than now. There could also be buying from tax refunds. This week feels like a big bargain sale.
Now, in terms of business, on Japan's largest television shopping channel, Shop Channel, I will appear in a one-hour live broadcast! Tomorrow, 4/17 (Wed) late night, 4/18 (Thu) 2:00~ showing the growth from a year ago!!! If you are interested, please join us!! ^_^
x.gd/dzNwY
Translated
1
I am confident so I will write it down.
Basically $USD/JPY (USDJPY.FX)$Toward a weaker yen direction aiming for 160 yen. (It is painful because there is a lot of sourcing from China in business...). This is unlikely to be corrected in the near future.What is the criteria for reversal? This is simply a shift to a trade surplus. And that is impossible in the current range of oil prices.The criteria for reversal? This is simply a shift to a trade surplus. And that is impossible in the current range of oil prices.In the current range of oil prices, it is impossible.In the current range of oil prices, it is impossible.It is. Crude oil is also rising tonight. $Crude Oil Futures(JAN5) (CLmain.US)$If it is rising, well, ah, it's a weak yen. It's good to think so.Let's determine the exchange rate based on the crude oil and regularly announced trade balance.
The market adjustment is in the final stage.It has been excellent so far with cyclical adjustments. $NVIDIA (NVDA.US)$Adjustments are also coming for Super Micro and others.It can be considered as the final stage.Because american, tomorrow is a holiday.Today is the final day of the March market.Next is April. With the change of the month, let's look forward to a fruitful April!Everyone, happy investing! ^_^
Basically $USD/JPY (USDJPY.FX)$Toward a weaker yen direction aiming for 160 yen. (It is painful because there is a lot of sourcing from China in business...). This is unlikely to be corrected in the near future.What is the criteria for reversal? This is simply a shift to a trade surplus. And that is impossible in the current range of oil prices.The criteria for reversal? This is simply a shift to a trade surplus. And that is impossible in the current range of oil prices.In the current range of oil prices, it is impossible.In the current range of oil prices, it is impossible.It is. Crude oil is also rising tonight. $Crude Oil Futures(JAN5) (CLmain.US)$If it is rising, well, ah, it's a weak yen. It's good to think so.Let's determine the exchange rate based on the crude oil and regularly announced trade balance.
The market adjustment is in the final stage.It has been excellent so far with cyclical adjustments. $NVIDIA (NVDA.US)$Adjustments are also coming for Super Micro and others.It can be considered as the final stage.Because american, tomorrow is a holiday.Today is the final day of the March market.Next is April. With the change of the month, let's look forward to a fruitful April!Everyone, happy investing! ^_^
Translated
11
Since last night, to my PF $CleanSpark (CLSK.US)$ I added it. It seems quite interesting. I will increase it while watching the situation. $Bitcoin (BTC.CC)$ It is a mining company. Among mining companies, I was attracted to the market capitalization and production efficiency relative to the amount of BTC held.
Well, the main $NVIDIA (NVDA.US)$ , AI, and Blackwell members are there as venting, so I'm looking for stocks and investment policies in a different direction. It's still just a proposal, but I'm thinking of increasing it while watching the situation.
Everyone, happy investing! ^_^
Well, the main $NVIDIA (NVDA.US)$ , AI, and Blackwell members are there as venting, so I'm looking for stocks and investment policies in a different direction. It's still just a proposal, but I'm thinking of increasing it while watching the situation.
Everyone, happy investing! ^_^
Translated
12
It's tough, isn't it? Our team, today. $Super Micro Computer (SMCI.US)$The volatility is high. Not something you would recommend to others. (laughs) I've decided today. $Meta Platforms (META.US)$And, I will part ways. The transfer destination, well, $Micron Technology (MU.US)$...to VRT, TSM. With this, a clean PF is completed.
What about all of you? Happy investing! ^_^
What about all of you? Happy investing! ^_^
Translated
7
$NVIDIA (NVDA.US)$ Come, $Super Micro Computer (SMCI.US)$ Come, Micron Technology come, followed by Vertiv, Taiwan Semiconductor, etc. Seen the scenery somewhere before. $Bitcoin (BTC.CC)$ Come, Ether come, ... like.
Translated
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