$Nidec(6594.JP$ Improved visibility, buoy shape growth! Smiling for the first time in a long time ☺️ I wonder if sales are 10 times 10 times the total market value will double, and I'm going to buy more!
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$Kura Sushi USA(KRUS.US$ Customers are leaving due to inflation, and costs are high due to minimum wage increases, so far this is unavoidable. Half of California has a bad balance with 17 new stores. I feel like I did it with the momentum of spring... I wonder if there's a Japanese food boom, but it seems tough
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$Tempus AI(TEM.US$ It's a company Sun invested in, so I started buying at $30 because I have a dream. It's not a huge amount of money, but I hope even one person can be saved... participate in an investment with a dream.
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$Nidec(6594.JP$The bottom feels firm even when it is lowered overall. Core devices such as personal computers and mobile phones have reached a recovery period, and cooling devices for data centers will greatly contribute, appealing, and earnings prospects seem bright. expected
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$Sumitomo Chemical(4005.JP$ There was a technical backlash, so it was sold. Demand trends for chemicals are difficult. I wish you good luck
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$Sumitomo Chemical(4005.JP$ A long-established large enterprise that had a large deficit of close to 500 billion last year. With the sale of policy holdings, we will probably overcome the next fiscal year or so with capital policy alone. By the way, what about your main job? Is crude oil cheap and fertilizer stable? Somebody tell me...
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$Arm Holdings(ARM.US$ If you look at the growth of NVIDIA and Broadcom and the size of their total market capitalization, the day may come when the total market value of ARM will exceed 100 trillion... there is a possibility that it will be 4 times to 5 times higher. I'm looking forward to Grandson's presentation this week! expected
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$Murata Manufacturing(6981.JP$ Apple's replacement seems to be progressing with personal AI as a trend. Japanese parts manufacturers are also taking the lead! Expectations are high
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$Qualcomm(QCOM.US$ Microsoft entrusted it to me, so I think there's no doubt about it. All computer manufacturers will adopt it. I'm very concerned about it.
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$Oklo Inc(OKLO.US$ I think it's attractive to wealthy people, but it's probably an innovation 10 years from now. I want to do my best so I can invest in my dreams
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