$NVIDIA (NVDA.US)$ I am placing a speculative buy at $98, and there is no such thing as no risk, especially considering the importance of earnings. I believe the semiconductor boom will lose momentum, but I want to take the risk and accumulate only NVIDIA, which is a leading stock. When buying individual stocks, it is necessary to be prepared to switch gears at any time without blindly following the fervor or developing a strange sense of solidarity. It is important to carefully consider why most investors fall short in index investing and it is not good to be infatuated with specific stocks.

$NVIDIA (NVDA.US)$個別はこれだけ。 先日購入したしたけど、相場の影響から下げるなら、複数回に分けて買える余力は十分に確保している。決算によってはすべて売る覚悟もあり。下落リスクはまだまだ高い。初めから底で買えるなんて考えていない。仮に大暴落しても上昇していく価値がある、と信じられるものしか持たない。半導体といっても決算みるに明らかに玉石混交なのでセクターETFやレバレッジETFは自分としてはあり得ない選択肢。

$NVIDIA (NVDA.US)$ 勿論決算次第ではあるが、ずっとウォッチしている。半導体銘柄も玉石混交なので、厳選して少しずつ買いのタイミングを狙いたい。市場は明らかにFOMO局面だと感じていたから、谷は深くなるだろうが、安く買えていなかった人には逆にチャンスだと思う。NISA民が総悲観の様相だが、今年始めた人なんて逆に早くからチャンスが巡ってくる可能性があって幸運なくらいではないか。個人的にはNISAではインデックス投資一択だと思いはするが。

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ I bought it all, so there is a profit of more than 10%. The 10-year bond yield has dropped below 4%. If it falls below 3.5%, I plan to close the position.

$NVIDIA (NVDA.US)$ It has almost been proven that AI is directly linked to profits, but at the same time, it is also a moment when many companies are being eliminated. There are also voices saying that NVIDIA products are too high in overspec, but Megatech is waging a decisive battle for the summit, so of course, it seems that the competition for the best one will continue for the time being.

$iShares 20+ Year Treasury Bond ETF (TLT.US)$ The direction of the wind has changed slightly, so I think it might be time to consider buying bonds as well.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ When it comes to leveraged investments, careful judgment is necessary. If you think it's going in a different direction than expected, you need to make quick decisions. It's never too late to get on board when you have a clear sense of direction. If you can't adjust your mindset and thinking flexibly, you may suffer significant losses. I believe it is important to remain humble.