$NVIDIA (NVDA.US)$
Is this decline related to China policies?
If that's the case, it feels like it might be factored into the stock prices.
Or is it DeepSeek?
If that's the cause, since it's just tuning and tailoring using PTX (the local language) without using CUDA (the language of NVDA), in the end, I think NVDA's chips will still be used.
If anyone is knowledgeable, please provide guidance.

$NVIDIA (NVDA.US)$
It's great that you're adopting Deepseek.
Honestly, all you can do is laugh.
Japanese companies, please be reliable lol.

$Rakuten Group (4755.JP)$
Oh no, I was deceived by the preferential treatment.
Is it a new line?
Can you get it back?

$Micron Technology (MU.US)$ Whether it's NVIDIA or Broadcom, AI requires a large amount of memory.
Samsung seems to be struggling, but I think Micron is stable, yet the stock price drops even with good earnings every time.

$NVIDIA (NVDA.US)$ There seems to be no factor to rise until the announcement of RTX 5000 at the beginning of the year at CES.

$Micron Technology (MU.US)$
I'll buy a little for the first time in a while 💪
The HBM3E is doing well, but it's strange that the stock price is not rising 🤔

$Kameda Seika (2220.JP)$ The chairman should stop making political statements unnecessarily due to the risks involved.

$Micron Technology (MU.US)$ I want to sell this stock. If it drops again in the financial results, maybe I should sell it off.