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積立NISA Private ID: 183637137
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    $Bitcoin (BTC.CC)$
    It’s money for emergencies. This isn’t real money. I won’t go so far as to call it electronic junk… (oops, I just did lol). It probably has more of a dream-like quality than lottery tickets.
    Translated
    積立NISA Set a live reminder
    The event "NVIDIA GTC 2026," which has drawn attention from AI and semiconductor industries worldwide, will be held in San Jose, California, from March 16 to 19. Jensen Huang, the CEO, is scheduled to deliver a keynote speech at GTC on Tuesday, March 17, 2026, at 3:00 AM Japan time.
    Key themes such as AI infrastructure and next-generation GPUs are expected to be discussed, with significant attention on their potential impact on AI-related stocks and the semiconductor sector.
    Where will the next trend in the AI market head? Let’s check out the latest announcements live!
    The presentation will be streamed with Japanese subtitles. If you wish to watch,“Reserve”please click the button.
    ◆Notes
    The content of this live stream is provided for your convenience through a subtitle translation service. The subtitles are generated using Microsoft Azure and Amazon Translate. Neither explicit nor implied warranties are made regarding the accuracy, reliability, or precision of machine translations from English to Japanese...
    Translated
    Jensen Huang, CEO of NVIDIA, delivered the keynote speech at GTC 2026 (with Japanese subtitles).
    Mar 16 13:00
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    積立NISA Set a live reminder
    $NVIDIA (NVDA.US)$ is scheduled to hold the earnings briefing for the fourth quarter of the fiscal year 2026 on Thursday, February 26, 2026, at 7:00 AM Japan time. This briefingThe event will be streamed with subtitles. If you wish to watch, please click the "Reservation" button.
    ◆Please note:
    The content of this live stream is provided for your convenience through a subtitling translation service. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, whether express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company shall not be liable for any damages arising from the translated content. Please keep this in mind when viewing.
    Translated
    NVIDIA FY2026 Q4 Earnings Presentation (with Japanese subtitles)
    Feb 25 16:00
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    積立NISA Set a live reminder
    $Palantir (PLTR.US)$ is scheduled to hold the Q4 2025 earnings briefing at 7:00 AM JST on Tuesday, February 3, 2026.
    This briefing isThe event will be streamed with subtitles. If you wish to watch, please click the "Reservation" button.
    ◆Please note:
    The content of this live stream is provided through a subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure and Amazon Translate. No warranties, express or implied, are made regarding the accuracy, reliability, or correctness of the machine translation from English to Japanese. Our company shall not be liable for any damages arising from the translated content. Please keep this in mind when viewing.
    Translated
    Palantir Q4 2025 Earnings Presentation (with Japanese subtitles)
    Feb 2 16:00
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    1
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    $NVIDIA (NVDA.US)$
    “Whether it’s temporary or permanent is unclear.” This is a crucial point. Could this be the return of DS? But even if it does return, last year tariffs pushed prices down further. We’ll see. Based solely on the 5-year PER, it doesn’t look that bad.
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    $Bitcoin (BTC.CC)$ I want to exchange my points for 80,000 before January 4th, but the office will be closed until then.
    Translated
    $Metaplanet (3350.JP)$ For now, considering recent trends, the price hasn't fallen below the low of August 6 last year, so unless it drops below 291 yen, short-term despair may be unwarranted. 🤔
    Technically, I am a holder, but I don't own a single share.
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    1
    $NVIDIA (NVDA.US)$ I thought this year would be straightforward, but it ended up following this pattern again. After the earnings announcement, if the price rises during intraday trading (as well?), selling with a stop-loss order based on risk tolerance will be unavoidable. With the yen weakening, it’s probably already too late.
    Well, if you don’t look at it from a perspective of about six months to a year, it’s just being too impatient (sore loser’s lament).
    Translated
    積立NISA commented on
    As artificial intelligence sweeps through global capital markets and NVIDIA garners attention for its unparalleled GPU computing capabilities, billionaire investor Peter Thiel, known for accurately capturing tech trends, executed a large-scale trade that appears contrarian at first glance. According to a 13F filing submitted to the U.S. Securities and Exchange Commission (SEC), Thiel Macro, the hedge fund led by Thiel, during the third quarter of 2025, $NVIDIA (NVDA.US)$sold off all of its holdings. $Tesla (TSLA.US)$had sold 76% of its holdings. $Microsoft (MSFT.US)$and $Apple (AAPL.US)$Acquired newly.
    Notably, the fund significantly reduced its total holdings in U.S. stocks, shrinking its portfolio from approximately $212 million in the second quarter to just $74.4 million, reflecting a strong focus on risk management and an intention to pivot strategy.
    Peter Thiel, a highly influential figure in both the tech and investment sectors, is a co-founder of the payment giant $PayPal (PYPL.US)$Co-founder and former CE...
    Translated
    Peter Thiel, the Silicon Valley titan, has also fully divested from NVIDIA! Is the aim to concentrate investments in the two powerhouses, Microsoft and Apple? What is the intention behind this strategic shift?
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    $Metaplanet (3350.JP)$Seriously?
    Jokingly mentioned that the PBR had fallen below 1, and it actually turned out to be true.
    I wonder if believers will increase their purchases.
    Hmm, it's because it's Metapla.
    Translated