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おねご Male ID: 181516860
規律可能性が高くて直線上昇する銘柄が好みです。ファンダはあまり意識しません。勝ち馬は伸ばせ、逃げる時は脱兎の如く
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    おねご reacted to
    I've thought about various things on Saturdays and Sundays and put together stocks that I anticipate will rise in the future
    First, NVDA. I thought about a lot of things, but the first thing that came to mind was the stock with the highest probability of rising the most. No explanation needed anymore.
    Next is the Japanese electric power company. In particular, I believe that expected purchases are likely to occur in the future for stocks that are expected to restart nuclear power plants. Also, there will be an increase in domestic demand for electricity from now on, and I think there is a possibility that even the country will actively intervene if it does not go well
    Other than that, gold is also in view
    There are people around me who anticipate that interest rate cuts will come relatively early, and the possibility of additional interest rate hikes is also low, so I think there is a possibility that they will rise normally due to gold purchases in emerging countries and around China
    However, even if you make this much prediction, it will ultimately depend on economic data, so it's better to be careful about that
    Translated
    It's been a while, but I've successfully received the rewards for the campaign I participated in before
    The management of moomoo is very honest and kind, so I can trust you very much
    I think it's a securities company that really cares about users!
    Translated
    The campaign has arrived
    NVIDIA announces that Blackwell's next GPU architecture “Rubin” will be 2026
    NVIDIA announced the next-generation GPU architecture “Rubin.” It was announced in March, and the plan is to offer it in 2027 after “Blackwell,” which will soon be introduced. “Blackwell Ultra” will be offered in 2026, and the company's GPUs will have a “1 year cycle,” and CEO Fan.
    Translated
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    おねご commented on
    The last 2 days of the May exchange rate were extremely volatile 😵‍💫 Most of the US stocks last night suddenly declined even though PCE was as expected, so positions were cut quite a bit as I posted in real time. $NVIDIA(NVDA.US)$ is cut in half, $Vistra Energy(VST.US)$ All stocks that have fallen so much have withdrawn. However, when I woke up in the morning, the entire index had recovered quite a bit, and I wasn't sure about the market. I wonder if it's a rebalance at the end of the month 😵‍💫 I'd like to buy it back if it comes back next week, but it's scary if the fluctuation continues, so I plan to gradually revive it while watching.
    Currently, Japanese stocks and US stocks combined are about half of the funds. Japanese stocks have not declined in particular, so US stocks have decreased quite a bit. As you can see by looking at the image, we have finally reached the number of stocks that fit on page 2 😂
    Summarizing the May market, it fell in April, and bottoming out was visible from around Golden Week, so positions increased all at once compared to April when driving quite slowly. May is electricity, energy, aerospace, finance, commodities, supermarkets...
    Translated
    May didn't seem like it was going to be a big market
    May didn't seem like it was going to be a big market
    May didn't seem like it was going to be a big market
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    おねご liked and commented on
    It seemed like the beginning was over, but NVIDIA made quite a profit
    Other than that, Japanese electric power companies grew quite a bit, and NVIDIA's ratio in the portfolio grew too large just the day before yesterday, so when I sold part of NVIDIA and bought AT&T, it went up 5% in 2 days, and the overall increase of about 30% in May
    Of course, there are stocks that didn't rise well, so I would like to put effort into gathering information so that performance would improve further in June
    It's disappointing that precious metals in particular didn't go well...
    P.S. Thank you so much for following and liking
    I want to continue to meet expectations, but I'm not an expert, just a young man in his early 20s with little life experience, so I want you to keep that in mind
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    おねご commented on
    Although American stocks were mixed last night, $NVIDIA(NVDA.US)$ It has dropped quite a bit 🥲 If it was an American stock I had, 6 out of 10 stocks were positive, so yesterday, together with Japanese stocks, it was the biggest negative range in May 😭😭😭 However, NVIDIA didn't break the daily low the previous day, so I think this is a push. As a matter of fact, if it falls any further, we have no choice but to cut part of it, but if it goes up, I'll follow along! What will happen with the PCE announcement tonight 🤔
    What about Japanese stocks $Isetan Mitsukoshi Holdings(3099.JP)$ is still too strong. Together for the rest of our lives, Isetan Mitsukoshi 😘
    Translated
    Follow along while slowing down
    Follow along while slowing down
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    おねご reacted to
    $NVIDIA(NVDA.US)$ It seems that the invincible NVIDIA also couldn't beat the “If I Buy It Crash” anomaly. The ceiling has already been reduced by 5-6% since I bought it yesterday. Now, let's take a look at the heights to see how far it falls.
    This isn't the time to have that much time to spare
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    おねご reacted to
    $AT&T(T.US)$
    $Coca-Cola(KO.US)$
    $Exxon Mobil(XOM.US)$
    It's a way of rising with the feeling that they're running away to high-dividend stocks
    The bad prediction seems to come true
    Translated
    I think this decline will be drastic, and we are rapidly shrinking our positions in US stocks. As expected by PCE, the trend started high, but I can't believe it will be like this at the end of the month 😭
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