$TTM Technologies (TTMI.US)$
The stock is skyrocketing, but did the presentation at the Needham Growth Conference go well?
I'm looking forward to the content.![]()
The stock is skyrocketing, but did the presentation at the Needham Growth Conference go well?
I'm looking forward to the content.
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$Japan Physical Silver ETF (1542.JP)$
At first, I collected them as a companion to gold, but now you are the boss.
I’m not treating it as a stock bought out of gratitude yet. I’ll keep buying more!![]()
It’s a little scary..💦💦
Real-time gold-silver ratio
At first, I collected them as a companion to gold, but now you are the boss.
I’m not treating it as a stock bought out of gratitude yet. I’ll keep buying more!
It’s a little scary..💦💦
Real-time gold-silver ratio
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$Credo Technology (CRDO.US)$
Although the stock price declined after a strong earnings report, many of Credo's cables are being used in NVIDIA's next-generation chip, Rubin. This alone should lead to further revenue growth...
(The purple sections represent Credo's cables.)
Fear not! If there is a significant drop, buy without hesitation!
It has grown quite significantly. 🌱
Although the stock price declined after a strong earnings report, many of Credo's cables are being used in NVIDIA's next-generation chip, Rubin. This alone should lead to further revenue growth...
(The purple sections represent Credo's cables.)
Fear not! If there is a significant drop, buy without hesitation!
It has grown quite significantly. 🌱
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$Mitsubishi UFJ Financial Group (8306.JP)$
Mitsubishi UFJ, the largest position and top earner, successfully delivered with a solid earnings report that exceeded consensus expectations, featuring a dividend increase, share buybacks, and upward revisions.![]()
Although hopes for a Fed rate cut in December are fading and my U.S. stock portfolio has taken significant losses, I’ve been able to stay calm thanks to Mitsubishi UFJ's consecutive record highs (for now 💦).
Concerns about a delay in the Bank of Japan’s interest rate hike impacting bank stocks appear to have been unfounded, which is good news.
The outlook for U.S. stocks tonight remains uncertain, but even though the Fed seems hesitant to cut rates, the U.S. economy remains robust, and the AI investment narrative has not collapsed, so I will continue to monitor calmly and avoid panic selling.
I feel that it might be fine for the Bank of Japan to raise interest rates ahead of schedule, but it seems difficult with Ms. Takachi...
Mitsubishi UFJ, the largest position and top earner, successfully delivered with a solid earnings report that exceeded consensus expectations, featuring a dividend increase, share buybacks, and upward revisions.
Although hopes for a Fed rate cut in December are fading and my U.S. stock portfolio has taken significant losses, I’ve been able to stay calm thanks to Mitsubishi UFJ's consecutive record highs (for now 💦).
Concerns about a delay in the Bank of Japan’s interest rate hike impacting bank stocks appear to have been unfounded, which is good news.
The outlook for U.S. stocks tonight remains uncertain, but even though the Fed seems hesitant to cut rates, the U.S. economy remains robust, and the AI investment narrative has not collapsed, so I will continue to monitor calmly and avoid panic selling.
I feel that it might be fine for the Bank of Japan to raise interest rates ahead of schedule, but it seems difficult with Ms. Takachi...
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UFJ LOVE
$Dutch Bros (BROS.US)$
Bessent, the Treasury Secretary, announced a tariff reduction on coffee and fruits.
Dutch Bros, which has been pursuing an aggressive store expansion strategy, has seen its stock price remain subdued for some time. This announcement could serve as a turning point for the company’s recovery.
We have high expectations for the innovation of menus incorporating food service, which is being implemented in some stores.
In stores that have begun offering hot food, sales have increased by approximately 4%. The current number of stores is 1,081, with a long-term target of expanding to 7,000 stores. In contrast to Starbucks, where food sales account for 20% of total revenue, Dutch Bros' food sales remain at only 2%.
If everything falls into place, we expect significant growth in performance.
Rather than that, please don’t impose high tariffs on something that two out of three adults in our country drink every day, TACO. 🐙💨
Bessent, the Treasury Secretary, announced a tariff reduction on coffee and fruits.
Dutch Bros, which has been pursuing an aggressive store expansion strategy, has seen its stock price remain subdued for some time. This announcement could serve as a turning point for the company’s recovery.
We have high expectations for the innovation of menus incorporating food service, which is being implemented in some stores.
In stores that have begun offering hot food, sales have increased by approximately 4%. The current number of stores is 1,081, with a long-term target of expanding to 7,000 stores. In contrast to Starbucks, where food sales account for 20% of total revenue, Dutch Bros' food sales remain at only 2%.
If everything falls into place, we expect significant growth in performance.
Rather than that, please don’t impose high tariffs on something that two out of three adults in our country drink every day, TACO. 🐙💨
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$Argan (AGX.US)$
Gemma Power Systems, a subsidiary, has once again secured an EPC contract for a 1,350 MW natural gas-fired power plant in Texas.
This increases the backlog for the key segment of gas-fired power generation, and with anticipated future electricity demand from AI data centers, both sales and revenue are expected to grow further, raising expectations for the financial results.
While the era may eventually shift from thermal power generation to renewable energy, AGX's growth is likely to continue as long as President Trump advocates for 'Drill, baby, drill!' in relation to natural gas. (maybe..💦💦)
Reference (PDF) ↓
Argan's Gemma Power Systems has received a notice of an EPC contract for a 1,350 MW combined cycle power plant in Texas.
Gemma Power Systems, a subsidiary, has once again secured an EPC contract for a 1,350 MW natural gas-fired power plant in Texas.
This increases the backlog for the key segment of gas-fired power generation, and with anticipated future electricity demand from AI data centers, both sales and revenue are expected to grow further, raising expectations for the financial results.
While the era may eventually shift from thermal power generation to renewable energy, AGX's growth is likely to continue as long as President Trump advocates for 'Drill, baby, drill!' in relation to natural gas. (maybe..💦💦)
Reference (PDF) ↓
Argan's Gemma Power Systems has received a notice of an EPC contract for a 1,350 MW combined cycle power plant in Texas.
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$Caris Life Sciences (CAI.US)$
CAI is one of the few IPO stocks this year that I would consider holding long-term. I have been following it since its first day.
A leader in the field of oncology, similar to TEM, the company aims to develop an early detection platform for diseases using blood samples, and there are high expectations for its use of genetic sequencing and AI in cancer diagnosis and treatment.
While monetization remains a significant challenge, yesterday's earnings results exceeded expectations with surprising revenue growth and an unexpected turnaround to operating profitability, delivering a strong earnings report.
I am also drawn to the passion and track record of the founder and CEO, David Dean Halbert, who boasts, 'Every company I’ve worked on has been successful,' and 'All investors should have made a profit.'
Will TEM holders become rivals? Personally, I think it would be interesting if CAI also supports them together. (This is a speculative stock, so proceed at your own risk.💦)
Although both companies saw significant declines in their stock prices following strong earnings reports, I will continue to monitor them patiently.
As for TEM, it has grown considerably. 🌱
$Tempus AI (TEM.US)$
CAI is one of the few IPO stocks this year that I would consider holding long-term. I have been following it since its first day.
A leader in the field of oncology, similar to TEM, the company aims to develop an early detection platform for diseases using blood samples, and there are high expectations for its use of genetic sequencing and AI in cancer diagnosis and treatment.
While monetization remains a significant challenge, yesterday's earnings results exceeded expectations with surprising revenue growth and an unexpected turnaround to operating profitability, delivering a strong earnings report.
I am also drawn to the passion and track record of the founder and CEO, David Dean Halbert, who boasts, 'Every company I’ve worked on has been successful,' and 'All investors should have made a profit.'
Will TEM holders become rivals? Personally, I think it would be interesting if CAI also supports them together. (This is a speculative stock, so proceed at your own risk.💦)
Although both companies saw significant declines in their stock prices following strong earnings reports, I will continue to monitor them patiently.
As for TEM, it has grown considerably. 🌱
$Tempus AI (TEM.US)$
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$Primoris Services (PRIM.US)$
We have successfully cleared the way with an excellent earnings report showing both revenue and profit growth.![]()
The stable public utility business segment also saw a 10.7% increase in profits, and this reliable stock is likely to continue delivering benefits.
Thank you, thank you. 🙏
The market sentiment has suddenly worsened. I hope TACO is doing alright. 😓
We have successfully cleared the way with an excellent earnings report showing both revenue and profit growth.
The stable public utility business segment also saw a 10.7% increase in profits, and this reliable stock is likely to continue delivering benefits.
Thank you, thank you. 🙏
The market sentiment has suddenly worsened. I hope TACO is doing alright. 😓
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$IREN Ltd (IREN.US)$
The integration of MSFT and NVDA. It’s the strongest combination indeed.
I am grateful to TACO for letting me buy at a low price many times. 🐙💨
The integration of MSFT and NVDA. It’s the strongest combination indeed.
I am grateful to TACO for letting me buy at a low price many times. 🐙💨
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$Eli Lilly and Co (LLY.US)$
The earnings results, with both revenue and EPS surpassing expectations, have been safely cleared for now. The company also raised its full-year revenue forecast, providing some relief.
It has been nearly two years since I first acquired shares, but LLY is a large enterprise that focuses not only on diabetes and obesity medications but also invests heavily in research for treatments for dementia, cancer, and various other diseases. Moving forward, it will partner with NVDA to aggressively pursue the commercialization of AI in drug development.
Although the stock price has continued to struggle, profit in stocks requires patience. It is important to hold onto high-quality stocks firmly. (A self-reminder for my nervous self 💦)
Do not sell. Do not sell. Do not sell.
The earnings results, with both revenue and EPS surpassing expectations, have been safely cleared for now. The company also raised its full-year revenue forecast, providing some relief.
It has been nearly two years since I first acquired shares, but LLY is a large enterprise that focuses not only on diabetes and obesity medications but also invests heavily in research for treatments for dementia, cancer, and various other diseases. Moving forward, it will partner with NVDA to aggressively pursue the commercialization of AI in drug development.
Although the stock price has continued to struggle, profit in stocks requires patience. It is important to hold onto high-quality stocks firmly. (A self-reminder for my nervous self 💦)
Do not sell. Do not sell. Do not sell.
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