「Is the era of M7 coming to an end?」
Since the beginning of the year, the stock prices of the seven major US tech companies, M7 (Magnificent 7), have been buzzing, especially.The recovery after the DeepSeek shock is sluggish.As a result, discussions like this are becoming active lately. On February 11,Barron's（Barron's）は「M7の支配は終わり。株を売るべき時が来た理由は？」と題した記事を、UOwl.The Wall Street Journal.（WSJ）は「マグニフィセント7はもう古い？今年の注目は現金還元株」と題した記事をそれぞれ掲載した。
Discussions about the "dominance" and superiority of M7 have taken place in the past, but the reason it is attracting more attention recently is because of this.The impact of the DeepSeek shock.It is believed to be.For the past two years.in which, $NVIDIA (NVDA.US)$ M7, represented by this, has been leading the AI market, but that is as follows.PremiseIn other words, to win the AI race.The construction of high-performance AI models is necessary, and for that, large-scale capital investment and time are essential.The prospect of monetization comes first.However, a relatively high valuation is within the acceptable range.So,That is the situation.Nevertheless,However,Nonetheless,De...

$NVIDIA (NVDA.US)$
Please share everyone's thoughts ☆

$SPDR Gold ETF (GLD.US)$
This accounts for 11% of the world's gold supply, which is more than the combined amount of gold reserves of the following top 5 countries 🔻
1. American 🇺🇸: 8,133 tons
2. Germany 🇩🇪: 3,362 tons
3. Italy 🇮🇹: 2,451 tons
4. France 🇫🇷: 2,436 tons
5. Russia 🇷🇺: 2,298 tons

$Costco (COST.US)$
Huh? Am I the only one excited?
If you buy now until the end of the year, you can win.
I've been buying a lot since the beginning of the year!
Koss Corp, where are you going? Let's go together!

$Butterfly Network (BFLY.US)$
Take profit when it reaches up to 70%, and when it drops down to 50%.

$Butterfly Network (BFLY.US)$
Mr. Redford gave a favorable introduction. I bought it accordingly.
On the other hand, investors in US stocks are negative about long-term holding. It seems that those who bought it first can sell it together when institutions liquidate. That's my interpretation if you couldn't do that or if you bought it later, you'll be stuck with it.

$Shopify (SHOP.US)$
I bought on 8/18 and triggered the minus 8% stop-loss rule on 9/6. Fast, short. No connection.

$Super Micro Computer (SMCI.US)$
It dropped 8% on the day I bought it and sold it the next day.

$Butterfly Network (BFLY.US)$ I hope it rises by at least $1!