The first half of 2026 was truly a period where 'momentum investing' proved to be the correct strategy. As the saying goes, 'stock prices are popularity contests,' and it was a market in which rising stocks kept climbing higher and even those that dipped quickly recovered. On the other hand, high-dividend and dividend-increasing stocks—which had been widely discussed from year-end through early January—faded from the spotlight after NISA-related buying settled down at the start of the year, further dampened by the March tensions in the Strait of Hormuz and broader Middle East situation. This led to a pronounced manifestation of momentum-driven dynamics in stock prices.
Based on this first-half performance, my investment strategy for the second half will be 'gradual and careful accumulation.' When stocks I already bought during the first half decline, I won’t overreact emotionally; instead, I’ll make small-scale averaging-down purchases. Additionally, for stocks I’ve been watching but haven’t yet bought, I plan to gradually initiate positions during pullbacks.
It might also be interesting to enter positions in IPO-related stocks that temporarily attracted heavy investment inflows and are now in a downtrend two or three months later.
In any case, the market will likely trend upward over the long term, driven by market sentiment, rising equities, yen depreciation, and higher interest rates, aiming for a Nikkei average of 80,000 yen or even higher.
At that time, the most critical factor will be maintaining sufficient cash reserves and staying power—having both deposit capacity and holding strength—to remain continuously engaged in the market throughout the second half...

In investing, maintaining a mindset of continuous learning is crucial. MooFest served as a venue to deepen such learning and insights.
We normally gather information and conduct analysis through our app, and engage in discussions within our community. With the desire to share these activities in a physical setting and offer opportunities to gain fresh perspectives and ideas through interactions with experts and fellow investors, we hosted MooFest again this year.
On Saturday, June 6, 2026, at Bellesalle Takadanobaba, Tokyo, "The Cutting Edge of Investment Strategies Evolving with AI"was the theme of the event. On the day, 3,500 attendees joined us on-site, and 6,000 participated online. All 12 sessions ran from morning until evening, filling the venue with enthusiastic participants.
It was a day filled with knowledge sharing and learning on diverse topics—from macroeconomic trends and practical applications of AI to real-world trading strategies. We sincerely thank everyone who participated.
Launch of 'AI Investment Tools'—Experienced Live On-Site
At the venue, we introduced moomoo’s latest AI features, including an interactive market analysis...

Rather than aiming to profit from the outset, compounding returns come through repeated failures followed by continuous adjustments. Every year without fail, unexpected market crashes or periods of widespread pessimism occur. During such times, it’s natural to feel anxious about investing or be tempted to sell off holdings—but precisely then, staying grounded in your original purpose and clear goals will bolster your resolve.
Ultimately, investing is—in a sense—a mental discipline against emotional highs and lows. It’s a game of constant trial and error: staying attuned to global trends, politics, and economics; grasping the flow of the times; and approaching decisions with foresight and curiosity to continually test your hypotheses.
By consciously measuring deviations between your portfolio and benchmarks—such as the Nikkei 225, month-over-month or year-over-year performance, your current life stage, and age—you’ll not only enhance performance but also refine both the precision and substance of your investment goals, which you should actively adjust over time.
Stock prices are often described as a 'popularity contest,' heavily influenced by prevailing market trends and the global economic climate.
Lately, keeping an eye on sectors like semiconductors, AI, space-related industries, and defense—and successfully riding shifts in market sentiment—can deliver substantial returns and foster meaningful growth as an investor.

The Nikkei 225 reached 40,000 yen to much celebration—and just 1 year and 7 months later, it has hit 50,000 yen.
Then from 50,000 to 60,000 yen in roughly six months...
And now from 60,000 to 70,000 yen in just two months!
This surge is driven by trading companies, defense, AI, and semiconductors. Going forward, inflation, rising stock prices, and yen depreciation will accelerate, steadily eroding the value of cash.
Japanese equities are still undervalued at current levels, so foreign capital will continue flowing in.
Although US stocks are highly volatile, government-backed thematic investments offer even greater capital appreciation potential.
So let’s start investing now♪

I heard this from my golf buddy who's really savvy about stocks.
Japan Display's eLEAP (next-generation OLED) will ramp up significantly starting in 2027. The stock price is currently around ¥50—let’s see what happens to it next year!

Foreign exchange intervention is completely meaningless.
Moreover, over the long term, the yen will again weaken beyond 160 per dollar,
and 170 could even come into view.
Rather than conducting forex intervention,
the government should cut taxes and push for wage hikes
to shift toward demand-pull inflation.
It should steer policy in that direction.
Efforts to increase households’ disposable income
should come first; intervening at this point
is a mistake.