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のんさん Private ID: 182609953
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    When the world was fixated on $NVIDIA(NVDA.US)$ meteoric share price rally, there was another company that seem to have shied away from the limelight.
    $Marvell Technology(MRVL.US)$ also saw its share price rally on top of the positive guidance provided by Nvidia.
    So what is this company all about, and how does it benefit from AI?
    1. Marvell is in the business of data infrastructure
    Marvell is a semiconductor company, primarily operating in the data infr...
    Marvell - Another AI stock to look out for?
    Marvell - Another AI stock to look out for?
    Marvell - Another AI stock to look out for?
    +1
    のんさん commented on
    I am always indebted to you.
    We are considering concentrated investment in UNH. The reason lies in ① investment returns that overwhelmingly surpass the S&P 500 ② high entry barriers that keep other companies at bay ③ a solid management foundation born from demand that never goes away. I would like to invest in next year's new NISA as an opportunity.
    The importance of diversified investment is often discussed, but due to high stock prices and my economic strength, I would like to concentrate on investing in one company. Also, I'm currently 28 years old, so I think I can take the risk.
    So, I would appreciate it if you could share Taro Buffett's wisdom on UNH's future prospects. Thank you very much for your support.
    Translated
    6
    I'm worried about when to buy my home.
    The current situation in Japan is that housing prices (especially condominiums) are soaring, and I think there is a high risk of price drops and mortgage interest rate increases due to the possibility of mitigation revisions by the Bank of Japan.
    Japanese stocks have also risen, but both are mainly due to the Bank of Japan's maintenance of mitigation policies and the depreciation of the yen, and I feel that there is a divergence from the real economy.
    I anticipate that within a few years, revisions to mitigation policies will begin, interest rates will rise, and yen appreciation will progress, so foreign money will withdraw, and both Japanese stocks and housing prices will begin to fall drastically.
    If I were to buy a house and get a mortgage, I would wait a little longer (I can wait about 10 more years in terms of age), and while thinking that it would be better when the house price drops drastically, there is no confirmation that the house price will drop, so I also think it might be better to buy while the loan interest rate is even slightly lower, so I'm worried.
    Would you like to hear Taro Buffett's opinion?
    Translated
    Publish your portfolio
    Operating yield
    Number of shares purchased each month, amount, etc.
    I want you to tell me.
    Translated
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