$IREN Ltd (IREN.US)$
This stock had good earnings last time, and depending on how things unfold, it seems like it could be a candidate for a double burger 🍔 opportunity.

$IREN Ltd (IREN.US)$ I jumped in at 61 on impulse, but got distracted and missed the chance to sell. Now I'm still sitting on a paper loss, which is pretty embarrassing
Trump’s emergency statement said DC should handle its own power issues, triggering a major backlashThere will likely be talks on energy policy around the one-year anniversary on January 20th, so further gains are expectedAlthough there was a rebound on Friday and the current reactors declined, advanced reactors performed well. IREN, which boasts self-funded ownership of substations and covers grid reinforcement costs, saw the largest gains.Holding a position of around 200, but I'll keep holding tight until it hits a new highWith this policy tailwind, it's going to hit 80 or 90 for sure!

$Celestica (CLS.US)$ The movement remains neutral, but the lower line of the Bollinger Bands has started to turn upwards.It’s the first time since early October that the bands have narrowed and turned upwards.
With so little material news available, we have no choice but to rely on technical analysis. However, it's enough for a gradual rise until earnings. I want to hold until it surpasses the previous high and reaches 400.Since it's expensive here, I'm only buying around 50 shares.

$Novo-Nordisk A/S (NVO.US)$
U.S. President Donald Trump announced on the 17th that the U.S. will impose an additional 10% tariff on imports from eight European countries until it can purchase Greenland (Reuters).
Eight countries and representative U.S.-listed companies (including ADRs)
Denmark: Novo Nordisk
Norway: Equinor / Norsk Hydro
Sweden: Ericsson
Finland: Nokia / Nordea
France: TotalEnergies / Orange / Constellium
Germany: SAP / Deutsche Bank
Netherlands: Unilever / Qiagen
UK: AstraZeneca / GlaxoSmithKline / HSBC / British American Tobacco
Greenland is an autonomous territory of Denmark. I have a hunch that there might be a TACO trade brewing, so I'm mentally preparing for it in advance.
1) Novo's position in Denmark
Denmark nominal GDP: approximately $420 billion
Novo market capitalization: approximately $270 billion
In other words,Novo's...

$Micron Technology (MU.US)$
A senior executive of Micron <MU> has sent a strong signal of confidence in the surging memory stocks. Corporate executives often demonstrate their bullish stance by buying the dip during stock price declines, using their own funds to bet on a rebound.
Mr. Liu, a former executive of Taiwan's TSMC and currently a director at Micron, made an unusual move by purchasing additional shares despite the stock being near its all-time high. This suggests he believes there is still upside potential for the stock price.
Mr. Liu disclosed that he purchased 23,200 shares on Tuesday and Wednesday, both days when the stock price had slightly declined. The purchase amount, revealed in a filing with the U.S. Securities and Exchange Commission (SEC) on Thursday, totaled approximately $7.8 million.
This brings Mr. Liu’s direct holdings to 25,910 shares, which, based on the previous day’s closing price of $336.63, are valued at about $8.7 million.
Executives of companies may sell their own shares for various reasons, but purchasing them is usually seen as a strong sign of confidence in the company’s future. Notably, Mr. Liu worked at TSMC for over 30 years, serving as co-CEO and...

$Beeline Holdings (BLNE.US)$
$loanDepot (LDI.US)$
$Fathom (FTHM.US)$
This year’s theme might be home loans, right?

Yesterday, my portfolio also rose somewhat due to the increase centered around semiconductors, $Micron Technology (MU.US)$ but there were not many significant gainers. However, since the declines on Thursday and Friday were minor, I consider it a decent outcome. From Monday to Wednesday, precious metals and Japanese stocks made strong gains, making the week overall favorable.
The one I bought the day before yesterday, $Sojitz (2768.JP)$ I thought it would be short-term, but yesterday, $Toyo Engineering (6330.JP)$ rare earth stocks like ___ collapsed completely, so in the end, I exited my position in Sojitz yesterday as well. You could say that Sojitz’s chart hasn’t broken down, but the trading volume was excessive yesterday. The fact that there was high volume with little price movement is considered a negative point. Therefore, I decided to exit, $Mitsui (8031.JP)$ and shifted my position toward ___.
Last weekend, I declared 'I'm fully holding (gachiho)! I won’t do anything!' but in the end, I adjusted my positions almost every day. $Sojitz (2768.JP)$I ended up not buying, but since I exited at around the purchase price, it’s not an issue. $GLOBAL X DEFENSE TECH ETF (SHLD.US)$and $Barrick Mining (B.US)$The purchase is good...

$NEBIUS (NBIS.US)$ Optical networking seems to be losing steam a bit, but the memory sector is still going strongNews outlets are barely talking about cloud these days, but within DC-related stocks, buying is rotating. Chasing memory now would mean being two steps too late to catch upIt's best to keep waiting on cloud for now
The lower band line has started to rise upwards. This smooth upward climb phase should start soonWith around an 80-share position, I'm neither increasing nor decreasing it and quietly holding until new highs are reached