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miracle mantarou Private ID: 182322879
面白おかしく笑顔で、人との繋がりを大切にしながら、穏やか且つ豊かな人生を過ごすための資産運用を続けている素人です。
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    一昨日〜昨日の夜中、冷蔵庫からの異音を確認。
    昨日の朝、庫内の冷却状態不良も確認。
    庫内には必要最低限の食材のみ。
    10数年お世話になった冷蔵庫ですが、近所の家電量販店へ走る。
    結果、満足度高い買い物をした上で、翌日(本日)配送に至る。
    家電量販店さん、配送業者さん、ありがとうございます。
    新品の冷蔵庫は涼しい顔?して、食材等を適正温度に保っています。
    たった1日のことでしたが、食材も少なからず廃棄せざるを得なかったことを付け加えます。
    冷蔵庫の有り難みを改めて認識できましたし、
    もし、日常的に使用している洗濯機、エアコン等の生活家電が壊れても同様だと思います。
    やっぱり、必要不可欠なのは最低限必要なインフラと生活に必要不可欠な家電を含めた衣食住関連物資であることだと、改めて感じました。
    It looks like it's targeting NVIDIA, Microsoft, and Open AI.
    If we are to separate the rise and fall of stock prices and think calmly, I think it is necessary to monitor and investigate growth industries and growth companies.
    By monitoring and investigating,
    Big tech companies have everything! This is because we can stop this trend, and we can expect healthy development with a moderate braking system.
    But the timing is scary.
    Did you spray cold water so it wouldn't be cool next week?
    However,
    I think the announcement about the antitrust investigation at this timing is very good for the future.
    Translated
    Next week, I'm curious about price movements after Apple's WWDC & NVIDIA stock split.
    and then
    6/12, AVGO's financial results.
    6/13 Adobe's financial results.
    6/26, MU settlement.
    etc., there are.
    Seems like it will be a material for judging the current status and future of major tech companies?
    Recently, there have been movements that are only tech and not in a cool state, but I would like to keep an eye on it.
    Furthermore, is there a stock split between AVGO and Adobe?
    There might be a stock split boom, so dare...
    What are stock splits in high price ranges such as NOW, Eli Lilly, Costco, etc.?
    Since the ripple effect on high-priced stock price companies in the Japanese market is significant,
    It's interesting.
    Translated
    miracle mantarou reacted to and commented on
    No power saving requests in the Tokyo metropolitan area this summer, reserve ratio exceeds 3% for the first time in 3 years - Nihon Keizai Shimbun
    Electricity prices will increase further from June, so awareness of saving electricity is naturally high, isn't it
    More than that, as the number of semiconductor factories and data centers increases in the future, is power supply really okay?
    If you walk a tightrope like this every year, in the near future, there may be a planned power outage rather than a power saving request
    But that doesn't mean “let's add solar panels” is out of the question!
    Translated
    3
    Unexpected negative performance year to date.
    The content is good, but why?
    I don't know, so hold on for a while!
    I will.
    This is a whisper to myself.
    similarly? Adobe too.
    Translated
    miracle mantarou commented on
    I am also investing in US stocks.
    Is the future good? is that bad? I don't know, but most of the stocks I own are in the 100 dollar range.
    Is this a tailwind?
    Due to the stock split, NVIDIA, which is called a monster brand, will be in the 100 dollar range.
    If it's positive, it's easier to move to N, and if it's negative, it's easier to move away from N.
    What to do after the split?
    What about Apple? What about Micron before financial results?
    Amazon, Alphabet, TSM, AMD, etc. are also in the 100 dollar range.
    I feel that there is likely to be quite a difference between these stocks alone, depending on how they are moved.
    One option is to leave it alone.
    I don't know myself,
    for a while,
    The trade I believed in myself
    Please God, I beg your ancestors.
    And I'll just add that you're not going to be adventurous at this stage.
    Translated
    7
    Do you want to wait and see? I was at a loss, but I dared to...
    The disaster continues, including Japan's No. 1 company and group companies.
    Moreover, including the automobile industry, which can be said to be the backbone.
    Am I the only one who thinks that if we don't do Kaizen with the intention of verifying it from the ground up in order to restore trust and are prepared to start over, the momentum might fall to the ground?
    I've only watched the cut-and-paste video of the press conference, but there's a sense of crisis.
    I also don't think this is the time to get bogged down in Toyotimes commercials.
    We should reform more than Kaizen.
    Translated
    Speaking of GS Yuasa, I think you associate it with a car battery.
    In addition, we are also developing and manufacturing backup batteries for data centers.
    Because Japan is a disaster-prone country, I think Japanese manufacturers developing such products deserve attention.
    Currently, there are many good materials, so it may not be useless to consider it after doing corporate research.
    $GS Yuasa(6674.JP)$
    Translated
    It goes without saying that it is related to data centers
    miracle mantarou reacted to and commented on
    If we had a rear-end collision with this and ended up in the other world, I wonder if the Sanzu River would also be crossed by autonomous driving ~?
    Previously, it seems that there was a case where Tesla also mistook the full moon as a yellow light and continued to slow down...
    chinanews.jp/ar...
    Translated
    7
    miracle mantarou liked and commented on
    [Press Commentary] Will Nissan “Force Reduction” Continue [Economic Press Insight] (2024/5/21)
    It's probably not just Nissan ~
    If subcontractors and small to medium enterprises cannot raise wages, it is impossible to overcome deflation or recover the economy
    (Incidentally, Caster Oe is often asked questions during Bank of Japan Governor's meetings)
    Translated
    2