$Arm Holdings(ARM.US)$
As far as we look at the state of semiconductor demand going forward, it's still going to grow! Maybe there will be more temporary adjustments? I don't care I don't care! Don't worry about short-term adjustments!
・TSMC financial results expectations for 7/18 (assumed to have an impact on semiconductor demand)
・The yen is temporarily getting higher
So I think it's okay to go in early!
※I wonder if the other reasons for the purchase ️ people are saying lol

$Kadokawa(9468.JP)$
Congratulations to those who bought it when commenting before.
Conclusion: I think there is still more room for growth, but it may be okay to consider selling once.
Reason: Securing cash in case adjustments are made when Powell's remarks and indicators are announced this week
There's still more cash! That way, when it falls, it's also possible to go wrong!
If you don't worry, you can go ️ is probably about the following 3 points!
1) More terrible information has been leaked
2) The lawsuit against the former chairman's country spread to KADOKAWA
3) Financial results scheduled for early August are delicate
Let's have a more enjoyable investment life!

$Lasertec(6920.JP)$
While there is a sense that the overall market price is overheated, there are lots of undervalued stocks. The only reason for Lasertech's decline was fraudulent accounting reports for short selling funds.
Other than that, business performance was strong and there was no bad news. If you're going to fight for a short time, one option is to go in now and sell before settlement!
anyway in! lol

$Nikkei 225(.N225.JP)$
It is important to note that the market is slightly optimistic. There is a possibility that adjustments will be made around Powell's comments and the US Consumer Price Index (CPI), which is scheduled to be announced next week.
○ You can benefit even from high price updates while keeping some
○Securing cash so that it can be put in with a pinch in the event of a decline due to adjustments
One way is to consider things like that.
Let's have some fun!

$Kadokawa(9468.JP)$
Financial results were going well before the ransomware attack. This issue doesn't shake the foundation of the business either.
I mean buy it! I don't know if this is the bottom, but...