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おねご Male ID: 181516860
規律可能性が高くて直線上昇する銘柄が好みです。ファンダはあまり意識しません。勝ち馬は伸ばせ、逃げる時は脱兎の如く
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    $Micron Technology(MU.US)$
    It is an increase due to the target stock price hike, but the reaction from opening the window is poor. It really was a rocket start. It blew up all at once. I think it will stall as expected after a long period of time, but we can see that the market's expectations are high for this month's financial results.
    Until before the financial results, I was thinking of buying more when it had declined, but it may go up without being pressured. The regret that I should have bought more is always
    Semiconductor-related stocks are doing great. Meanwhile, virtual currency-related stocks were absolutely sluggish due to the decline in Bitcoin. The sad situation where portfolios are zero pramai Will they buy more virtual currency-related stocks...
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    I've written about the stocks I'm currently paying attention to
    $Microsoft(MSFT.US)$ NVDA and AAPL are also good, but since they have both reached the average target stock price issued by current institutions, etc., the future is unknown. However, MSFT is still far from the average target stock price, and since it has been rising steadily recently, MSFT has quite a bit of perspective
    $Broadcom(AVGO.US)$ Financial results are pretty good, stock splits are ahead, and it has risen quite a bit recently. Actually, the total market value is high enough to be in the TOP 10, and future increases can be expected quite a bit
    $Nintendo(7974.JP)$ Actually, there will be an announcement of Nintendo Direct tonight, and it is thought that the successor to Switch will be announced there. Even if it's not announced, announcements for the end of the year have been decided, so I think the probability that it will rise in the future is quite high even when considering Japanese stocks
    These are the stocks I'm paying attention to right now
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    おねご commented on
    Last night $NVIDIA(NVDA.US)$ There was a slight decrease, but a stock split has been announced $Broadcom(AVGO.US)$ It has increased a lot ⤴️ Also my biggest position $Apple(AAPL.US)$ It was also a nice increase 🍎 I saw that Broadcom was strong last night and bought more, so my top 3 portfolios are the top 3. We are covering the rise well 🤭
    However, yesterday, even though NVIDIA had a positive turn in the second half, they fell just before closing again. Apple is also increasing and shrinking. What is missing just before this draw 😕
    We've also sorted out several brands. $Arm Holdings(ARM.US)$ Half of it was EX on Friday, but since it's still a weak movement like the ceiling area, the remaining half is EX. After $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$ Some stocks are holding back, and returns aren't good in spite of the high risk, so all of these have been EX...
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     The Fed's interest rate cut is likely to be postponed until July or later. The American employment statistics (May) were 272,000 people, which greatly exceeded the expected increase of 180,000 people. On Wall Street, the “3 interest rate cuts within the year” as of March have been revised to “2 times,” and there are even voices saying “there won't be any within the year...”
     Meanwhile, as expected, the ECB cut interest rates by 0.25% (25 basis points). Interest rate cuts followed by Switzerland and Sweden. The United Kingdom will follow suit. Europe is on a monetary easing trend. However, it is unclear whether or not the FRB's attitude will advance to cut interest rates in July.
     After all, this is because economic indicators are good. In America, household assets have swelled to 160 trillion dollars (approximately 2,4960 trillion yen) in response to a booming stock market and rising real estate prices. On a quarterly basis, the end of September last year was 151 trillion dollars, and the end of December last year was 156 trillion dollars. That's amazing.
     It is increasing by 4 trillion to 5 trillion dollars (approximately 600 trillion to 800 trillion yen) every 3 months. The composition is that the wealthy are getting richer and richer. After all, it is a country where stocks and investment trusts account for 56% of personal financial assets. This probably shouldn't be an apprenticeship...
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    Strong sales in the sporting goods industry! Young people and energetic elderly people gather!
    Strong sales in the sporting goods industry! Young people and energetic elderly people gather!
    Strong sales in the sporting goods industry! Young people and energetic elderly people gather!
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    おねご reacted to
    I wonder if I'll buy an iPhone 16 equipped with AI
    Has the total market capitalization exceeded Microsoft!?
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    It's slowly coming ❤
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    おねご commented on
    US stocks last night entered in an uneasy atmosphere where futures fell, and many stocks were falling closer ⤵️ However $NVIDIA(NVDA.US)$ etc. returned in value, and it was a plus minus. After all, it's strong 😍 The only thing that bothers me is that turnover has decreased even before the split. An increase that is not accompanied by turnover is a bubble. I wonder if it's still within the acceptable range
    It was good that NVIDIA, which has the second most positions, grew, but it has the largest ratio $Apple(AAPL.US)$ Turnover was lowered last night and it was stagnant 🍎 I think we can still aim higher, but I feel like my expectations have dropped a bit 🤨 I'm watching next week's situation, and if it falls again, I'm thinking of reducing my position and switching to a stronger brand.
    There are others $Abercrombie & Fitch(ANF.US)$ It was announced that it would be adopted by all EX and NASDAQ 100, and it skyrocketed $Arm Holdings(ARM.US)$ is half EX...
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    We lost quite a bit in March and April
    I'm glad we were able to win in May with the help of the market
    It would be nice if June ended on a positive note
    How about the latter half of this month? I feel like a slight adjustment is necessary, isn't it? There is a feeling that the decline in interest rates is tailwind and rising
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    Last night $NVIDIA(NVDA.US)$ That was quite a rise! $Apple(AAPL.US)$ It's a movement that seems like NVIDIA caught fire in the wake of WWDC. The top 3 market capitalization companies, including Microsoft, are unfolding an outstanding dead heat, but now Apple and NVIDIA occupy more than half of their portfolios, so these battles bring profit 🤩
    To be honest, there is a saying that Japanese stocks are too weak, $ASICS(7936.JP)$ Other than that, I cut everything else. It made me earn money $Isetan Mitsukoshi Holdings(3099.JP)$ It's also goodbye 😢
    So now it's pretty much piled up in US stocks, but... today futures are falling steadily, and there's some uneasy atmosphere 🤨 stock futures are falling, government bond yields are falling, crude oil and gold are rising... are there any emergencies happening? 🤔
    The first half of June was going very well, but it doesn't seem like it's going to end like this 😰
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