I've listed the stocks I'm watching and would like to buy at some point.
[Gold] Newmont
[Bitcoin] Strategy
[Software] Palantir, ServiceNow, Zeta Corp
[Drones] Ondas
[Digital Transformation & AI Consulting] Accenture
[Housing & Building Materials] QXO
[Semiconductor Materials] Kuniity
[Financial Services] SOFI
[Autonomous Driving Software] Aurora, Uber
[Biotech] Zebra, Emergent Bio
[Healthcare Services] Omada Health
With rising interest rates expected, I’d like to gradually add companies with stable fundamentals to my portfolio. I want to include gold and Bitcoin-related stocks in my PF, but I’m unsure of the right timing—I’d like to identify the trend first.
Also, after the FOMC meeting, US short-term Treasury yields rose, but long-term yields remained relatively unchanged. What does this indicate?
Additionally, Accenture crashed post-earnings on June 18. Since DX and AX markets are trending, it appears undervalued—this is tough to decide.
I’ve set alerts for large institutional options inflows and sweep trades, and am monitoring the situation.
↑Set up the trigger based on Tuna-san’s strategy presented at Mofest.
If positive news comes out for Micron before earnings, I’d like to take profits. Yeah, take...

The restraint has finally been lifted.
Things like bazooka monetary policies and meaningless zero-interest-rate burdens
Without those 30 years, Japan couldn’t compete with the U.S.—but I believe the Nikkei would have evolved even further.
Back to that nostalgic era decades ago when people said, 'JAPAN IS NO.1❗️'—though its fragility is still undeniable.
But especially recently,
it’s been holding up welleven the Nikkei average
is seeing capital flow into defensive stocks
It feels like a shift is starting.
If it’s a natural sector rotation and things get balanced...
I think it's good.
But... I’m a semiconductor auntie 😆, so this is kinda tough for me 😰.