$North Pacific Bank(8524.JP)$
I think it's a well-known fact that the Lapidas semiconductor factory is planned to be built in Hokkaido, but it shows the rationale for why this is leading to the North Pacific Bank purchase scenario.
Lapidas semiconductor factories and data centers operate in Hokkaido ➡️ create huge employment → increase people (workers) ➡️ real estate such as housing will be exciting (revitalization of regional loans) ➡️ urban areas will be revitalized (loans to carry out new businesses will increase) ➡️ Interest rates will rise in Japan in the future, so the banking sector can enjoy interest rate profits.
This is the rationale and scenario for North Pacific Bank to grow in the future.

$GDEP Advance(5885.JP)$
As a rationale
・Improvement of future prospects due to the announcement of new NVIDIA products
・Is demand for NVIDIA semiconductors high due to the momentum of data center construction
The point of concern is that I think it will be imported from America, so I think there is an exchange loss.
The exchange rate would have been perfect if the yen appreciated, but sales may be good, but profits seem subtle. I wonder if gambling has a bad taste??

backgrounds
$Berkshire Hathaway-A(BRK.A.US)$ $Berkshire Hathaway-B(BRK.B.US)$ CEO Warren Buffett has toured Wall Street many times and attracted the attention of professional and individual investors. Since taking office as CEO in the mid-1960s, as of the closing bell on March 14, he had a total return on his company's Class A shares (BRK.A) of 4,938,103%. For comparison, this is 146 times that of 2019. Total S&P 500 return over the same period, including dividends paid.
The friendly name “The Oracle of Omaha” isn't always correct, but his track record suggests he has a talent for finding value hidden in the invisible. This is why investors are anxiously awaiting Berkshire Hathaway's Form 13F submission to the Securities and Exchange Commission (SEC).
13F in Berkshire Hathaway...

$Hokkaido Electric Power(9509.JP)$
There was a story where this was also the reason for growth. It was built at the Kumamoto TSMC Plant. Kyushu Electric Power continued to grow rapidly even after construction.
If this story is applied to Hokkaido, where the Rapidas factory is currently under construction and a data center is also scheduled to be built, what would happen to this brand?
That's the answer.

$JET(6228.JP)$ $JET(6228.JP)$
It was posted on Twitter and here, but there was a backlash from the bottom.
After the split, the situation has risen by about 1000 yen, but since institutional sales have come in around Nomura Micro, I think it's about time we can determine profits.

$Anycolor(5032.JP)$
“Buy a large bargain (considerable volume) at a low price.”
I agree, and I feel like it's still too early to buy it, but if I go down one step further, it might be okay to buy it. Fortunately, PER isn't that expensive.

$SharingTechnology(3989.JP)$
This company was secretly hiding its breath. Even though it's growth, PER is in the 8x range,? Oh my god.
Moreover, it supports the Japanese economic virtuous cycle, which anticipates a market size of 14 trillion yen related to remodeling, demand from an increase in the number of elderly people, an increase in financial results for the current fiscal year, and the cancellation of negative interest rates. Furthermore, this company is active in M&A.
It really is a big hole brand. If it's about 5 times, isn't it a brand you can't help but aim for?

$JET(6228.JP)$
JET, which was caught by rice and had fallen drastically
Here is the reason why I think the current price is the bottom price and there will be a rebound.
・Half price return from high price
・Touch the 26-week moving average
・Terrified by tonight's CPI, it has been sold until now. Will I be able to buy it with confidence after the announcement?
I feel like I'm in the perfect place in terms of timing 🧐

$SAKURA Internet(3778.JP)$
According to estimates, Fibonacci is included around 4800 yen, so there seems to be a rebound around there.
However, I think today's US semiconductors are strong, so depending on that, I wonder if they will rise due to a backlash from tomorrow's snuggle.

$SAKURA Internet(3778.JP)$
There were abnormal purchases over supply and demand at Sakura! It's usually strange that PER was bought 400 times or more even considering future performance, seasonal server business, national support, etc.
National support money has also gradually declined, so aren't they selling out good materials?
I wonder if it will drop once to around 6800 yen or 5500 yen