土日に色々考えて自分の中でこれから上昇すると予想している銘柄をまとめてきました
まず、NVDA。色々考えましたが1番上昇する確率が高い銘柄で真っ先に思い浮かべました。もはや説明不要です。
続いて日本の電力会社です。特に原子力発電所の再稼働が期待されている銘柄は今後期待買いが発生しやすいと考えています。また、これから国内での電力需要の増加もあり、下手したら国まで積極的に介入してくる可能性もあると考えています
その他では金も視野に入っています
私の周りでは利下げが割と早期に来る予想をしている方がいらっしゃる他、追加利上げの可能性も低いので、新興国や中国辺りの金買いで普通に上昇していく可能性があるのではないかと見ています
ただ、これだけ予想しても結局は経済データ次第なので、それには十分注意した方がいいですね

$USD/JPY(USDJPY.FX)$ 今日の日経平均の偉い所は円安になってないのに一瞬でも9000に乗った所よな
日銀の金融政策は海外に好評らしいってこと？やったじゃん神田
インフレも完全に鈍化したし流石財務省だ
それに比べて米国は何時になったら鈍化出来るん？

I sold it 100 dollars ago, but it was reduced to 100 dollars. I'd like to re-enter, but I'll wait and see.
$Vistra Energy(VST.US)$

$Vistra Energy(VST.US)$
さぁ！今週はエヌ株に引っ張られ！
行こう！最高値以上へ！
最高値以上？どゆこと？ホホホ♪

The last 2 days of the May exchange rate were extremely volatile 😵‍💫 Most of the US stocks last night suddenly declined even though PCE was as expected, so positions were cut quite a bit as I posted in real time. $NVIDIA(NVDA.US)$ is cut in half, $Vistra Energy(VST.US)$ All stocks that have fallen so much have withdrawn. However, when I woke up in the morning, the entire index had recovered quite a bit, and I wasn't sure about the market. I wonder if it's a rebalance at the end of the month 😵‍💫 I'd like to buy it back if it comes back next week, but it's scary if the fluctuation continues, so I plan to gradually revive it while watching.
Currently, Japanese stocks and US stocks combined are about half of the funds. Japanese stocks have not declined in particular, so US stocks have decreased quite a bit. As you can see by looking at the image, we have finally reached the number of stocks that fit on page 2 😂
Summarizing the May market, it fell in April, and bottoming out was visible from around Golden Week, so positions increased all at once compared to April when driving quite slowly. May is electricity, energy, aerospace, finance, commodities, supermarkets...

DMM consults Metropolitan Police Department on Bitcoin fraud spill of 48.2 billion yen ｜ Kyodo News(some excerpts)
　DMM Bitcoin (Tokyo), which handles the crypto asset (virtual currency) exchange business in the IT giant DMM.com group, announced on the 31st that bitcoins were illegally leaked. The amount of outflow has now risen to the equivalent of 48.2 billion yen. After receiving reports from the company, the Financial Services Agency instructed them to carefully respond to customers and proceed with investigation of the cause.
　I learned in interviews with investigators that the Metropolitan Police Department received consultations from the company side. The Metropolitan Police Department's policy is to investigate the circumstances.
DMM Bitcoin guarantees the full outflow amount equivalent to 48.2 billion yen
DMM Bitcoin (Chuo-ku, Tokyo), which handles crypto asset exchange operations, announced on the 31st that bitcoins worth approximately 482 billion yen had been illegally leaked out. It is said that the full amount will be guaranteed under the support of group companies.
According to DMM Bitcoin, an outflow was detected around 1:26 p.m. on the 31st. Some services, such as opening new accounts and buying orders for spot transactions, have been suspended.
Details of the damage are being investigated, and it is said that service resumption will be notified again.