$Microsoft (MSFT.US)$
Anyone holding this is probably so drained they don't even have the energy to comment

$NVIDIA (NVDA.US)$
It’s meaningless if there are no customers...
I previously commented that NVIDIA’s P/E ratio seemed undervalued, but that was probably a mistake.
So, is it undervalued or overvalued? That’s unclear.
Why is it unclear? Because it depends on customers’ ability to pay.
In other words, if GAFAM stock prices keep rising, they could even raise capital through equity issuance in the worst case—so they can afford to pay.
But what if their stock prices crash? Loans would go bad, and their ability to pay would decline.
It’s truly Schrödinger’s cat.
And on top of that, the cat might die or come back to life midway.
Leading buyers like Google have already started increasing their capital expenditures, and Meta is reportedly considering doing the same.
Credit availability for buyers other than hyperscalers is limited.
Moreover, soaring prices of memory and peripheral components are squeezing the cost structures of companies like Broadcom and NVIDIA that pass these input costs onto their finished products.
If they prioritize shareholders and maintain profit margins, customers may face financial distress.
On the other hand, if they take customers' financial situation into account, profit margins will decline.
You might wonder why we’re so concerned about NVIDIA, whose products always sell out instantly—but the market is...

$NVIDIA (NVDA.US)$
How to win in stocks: Don't look at charts

$NVIDIA (NVDA.US)$ It’s only gone up 15% since last August—wonder if it’s even worth holding onto lol. I’d rather move my money elsewhere.

$Mitsubishi Heavy Industries (7011.JP)$ I wonder what you're even talking about—it's a dip-buying opportunity for a long-term stock. If you're trading short-term, you're in the wrong place.

$Mitsui Fudosan (8801.JP)$ Right after I said it... lol⤴️

$Mitsui Fudosan (8801.JP)$ Real estate-related stocks aren't heating up yet! Don't miss the buying opportunity! I said it! 👋 lol

$Mitsubishi UFJ Financial Group (8306.JP)$ Some people say rate hikes are positive for stocks but negative for real estate, but as long as inflation exceeds interest rates and your returns surpass the interest rate, it's really not an issue at all.
People who claim rate hikes are bad for real estate clearly haven't invested in real estate themselves. Sorry if this has strayed off-topic from this stock, but it’s one of my holdings!

$Mitsubishi Heavy Industries (7011.JP)$ Will SpaceX’s IPO really cause a price surge? It’s fine since I’m growing my capital elsewhere while waiting here, but I’ll keep a close eye 👀

$Mitsui Fudosan (8801.JP)$ Big order came in?! I've been positioning in real estate-related stocks since yesterday and today.
Now, how will this play out...?