$Aurora Innovation (AUR.US)$ Officially announced the commercialization after April 🎉
"With nearly all the pieces in place, Aurora is poised for an extraordinary year ahead."
Perhaps because I have been watching from the 1 dollar range, I am filled with deep emotions 🫃

$NVIDIA (NVDA.US)$
This drop feels like a belated New Year's gift lol
Feels like the first time I've received one since becoming an adult lol

A massive $500 billion investment is flowing into the AI infrastructure in the USA.Behind this, the strategies of technology giants, political dynamics, and the future industrial structure are complexly intertwined.
On January 22, former President Trump announced a large-scale Artificial Intelligence (AI) investment plan."Stargate"is part of this investment plan.With an estimated amount of $500 billion.President Trump considers this as a "historic" AI infrastructure investment project.Taking the name 'Stargate' from a movie, this project aims to evoke expectations for futuristic technologies.The grand entrance of this project significantly boosts global technology stocks, causing a surge in large-cap technology stocks and US-listed companies in related industries.The futuristic nature of the project creates excitement and anticipation for SF-like technologies.The S&P 500 Index reaches an all-time high.The S&P 500 Index reaches an all-time high.Reached an all-time high last week.
In this project, $SoftBank Group (9984.JP)$OpenAI, $Oracle (ORCL.US)$, MGX plans to invest as a major shareholder and establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new Shareholder Holdingsand establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new AI infrastructureis planning to construct (2...

Energy stocks are coming! I allocate 10% of my portfolio to this Sector.
$Centrus Energy (LEU.US)$ sells enriched Uranium
$NuScale Power (SMR.US)$ generates Electricity with small nuclear reactors
$Vistra Energy (VST.US)$ will sell to Texas (Stargate)
I am diversifying investments in 3 stocks from the top with 3%/4%/3% allocation in that plan.
Timing the sale is difficult, isn't it? 🤔

The stock prices of the four wire companies are performing well. $Sumitomo Electric Industries (5802.JP)$、 $Furukawa Electric (5801.JP)$、 $Fujikura (5803.JP)$The 'three major wire families' $SWCC (5805.JP)$のThe 4 stocks collectively hit year-to-date highs in November. Furukawa Electric increased its stock price by about 1.8 times in 3 weeks, while the other 3 companies hit record highs since listing.。
In the background, there is a growing demand for power cables for data centers expanding in the AI boom, as well as for wire harnesses for electric vehicles (EVs). Approximately four times the amount of copper used in gasoline vehicles is required for EV manufacturing. The rising copper prices are also due to concerns about a shortage in copper supply with the increasing demand, providing favorable conditions for price increases.
Check for investment opportunities in the momentum of the stock prices of the four wire manufacturers and relatively undervalued upstream and downstream related stocks.
4 favorable wire companies
The share prices of four electrical wire manufacturers are all rising. All four companies have updated their year-to-date highs in November, with three companies excluding Furukawa Electric hitting all-time highs...

$KULR Technology (KULR.US)$
The Trump administration has focused on the space sector and obtained two positive fundamentals for military strengthening.
Next, waiting for the fundamentals of cryptocurrencies.
There is only room for growth.

$Gorilla Technology (GRRR.US)$
Hello, this is Ikegami, known for buying at high prices. The gorilla caught it at 25.04! Will hold until 50$. Anyone losing more than me?