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sirius2xanadu Private ID: 181513713
2024年、某チャンネルの『3銘柄対決』のチャンピオン。当時の平均リターンは、+134.7%。歩み値で強者をみつける異端の個人投資家
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    sirius2xanadu commented on
    At first, I was unsure what to title this.
    At a glance, it seemed like the gold mining sector was the clear winner.
    However, this is not the first time the gold mining sector has been the sole standout.
    There were other stocks with good movements as well.
    $Tapestry (TPR.US)$
    ...Among retailers, it boasts an outstanding chart, without a doubt.
    $Taylor Devices (TAYD.US)$
    ...Here too, despite various factors, it continues to demonstrate stable strength.
    But the main stock that should be highlighted in today’s article was different.
    It's BE’s revival.
    $Bloom Energy (BE.US)$
    A glance at the chart shows a splendid rise from a double bottom.
    With a return of +41.63% in just one week, it’s no surprise.
    Then, TTMI surged on an opening gap.
    $TTM Technologies (TTMI.US)$
    TTMI is a locker for electronic components and although it showed up in screening on December 19th of last year, its ranking wasn’t particularly high.
    And then came this long bullish candle.
    There shouldn’t have been any earnings report.
    What happened?
    Upon investigation, the annual revenue growth rate was between 15-20%...
    Translated
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    sirius2xanadu commented on
    As expected, since it had risen so much the day before yesterday, profit-taking sales came in last night.
    It was only to be expected.
    Because there were as many as seven stocks on my watchlist that had risen over 10%.
    Besides that, there were even some stocks that had risen much more.
    I think the decision by those who sold off was pretty good.
    Especially for WDC and STX, it might have been an ‘opportunity’ to sell at the right time.
    I'll re-screen based on this morning’s closing prices and reorganize my portfolio.
    The first lineup
    $Vicor (VICR.US)$
    The second formation
    $Micron Technology (MU.US)$
    $Amkor Technology (AMKR.US)$
    The third group
    $Alcoa (AA.US)$
    $Hecla Mining (HL.US)$
    $Frequency Electronics (FEIM.US)$
    The fourth group
    $Lam Research (LRCX.US)$
    $Lumentum (LITE.US)$
    The fifth portfolio
    $Aris Mining (ARMN.US)$
    $Ciena (CIEN.US)$
    It became a detailed division, but it's due to slight differences in key points.
    VICR is in a nearly flat range at its highs...
    Translated
    12
    It’s gotten late, but I’ll write my thoughts on last night's market.
    Basically, there isn’t much difference between the market atmosphere described in my previous article and that of last night.
    The order of my 'strong players' list has changed slightly, but only by a small margin of points.
    In other words, the market appears stable to me.
    What Trump did in Venezuela, his reckless statements, and even the issues with Iran don't seem to be having a major impact on the current market.
    Perhaps it might continue like this until the end of the year...
    That's what I'm thinking.
    My lineup based on this screening.
    The first lineup
    $Hecla Mining (HL.US)$
    ...Silver mine stocks have risen to the top.
    The second formation
    $Vicor (VICR.US)$
    ...Power modules seem to play a role in addressing the energy issue. Even when they drop, they quickly rebound.
    The third group
    $Frequency Electronics (FEIM.US)$
    ...Optical communication technology will likely also support data centers.
    $First Majestic Silver (AG.US)$
    ...
    Translated
    5
    $Hecla Mining (HL.US)$
    It’s been a month since I purchased, and it has grown this much already.
    Hecla does seem to stand out, even among silver mining stocks.
    Translated
    Picture
    Rather than giving a brief overview of the overall market conditions, it's better to focus on writing about the stocks I usually consider promising.
    After all, it was an incredible upward market.
    At least among the stocks in my watchlist and portfolio, several showed significant strength.
    There was a mistake in my analysis.
    I realized this when I checked the closing prices in the morning.
    The market was sluggish in the first half.
    It wasn't a smooth movement at all.
    I thought that this might not be very promising...
    However, looking back, it turned out to be a surprisingly bullish market.
    $Western Digital (WDC.US)$
    +17.42%
    $Seagate Technology (STX.US)$
    +14.81%
    $Hecla Mining (HL.US)$
    +14.27%
    $Lumentum (LITE.US)$
    +12.01%
    $Ciena (CIEN.US)$
    +10.76%
    $First Majestic Silver (AG.US)$
    +10.66%
    $Micron Technology (MU.US)$
    +10.45%
    There were seven stocks that surged more than 10% in just one night!...
    Translated
    1
    sirius2xanadu commented on
    I have so much to write about today... or rather, I have to cover a lot of stock tickers.
    But before that.
    The number of followers has dramatically increased over these six days.
    To an astonishing degree.
    At the end of last year, we had just under 3,000 followers, but we hit 3,000 on New Year’s Day, and since then, it's been growing rapidly. As of now, when I'm writing this, we're at 3,099 people!
    As I mentioned before, due to system limitations with moomoo, you can only follow up to 3,000 people.
    Therefore, I cannot 'follow back'.
    Even if I wanted to, it’s not possible.
    Please forgive me on that point.
    Well, last night's market was lively with many stocks showing good movement.
    Year-end tax-loss harvesting seems to have finished, leading to significant buying back (perhaps) or new purchases.
    Even in the construction sector, which has been sluggish recently, two stocks showed promising movements.
    $QXO Inc (QXO.US)$
    ... hitting new highs.
    $Construction Partners (ROAD.US)$
    ... as expected, these are the 'leading stocks' of this sector.
    Speaking of semiconductors,
    $Applied Materials (AMAT.US)$
    ...
    Translated
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    sirius2xanadu commented on
    Now that the first market session of 2026, including after-market hours, has wrapped up, I’ve taken another look.
    When I checked briefly this morning, it seemed there was a noticeable split in performance.
    The sectors that left an impression on me at this point are semiconductors and energy.
    These two sectors might just become the focal point of turbulence for 2026.
    In other words, they seem likely to be at the center of intense market movements.
    First off, semiconductor stocks and data center-related names…
    $ACM Research (ACMR.US)$
    ...the semiconductor sector saw the largest gains.
    $Micron Technology (MU.US)$
    ...the second-best performing semiconductor stock after ACMR. Currently, based on two years of price movement data, it's the strongest performer.
    $Western Digital (WDC.US)$
    ...It has broken out from the sideways movement.
    $Rambus (RMBS.US)$
    ...Judging by the trading volume, there seems to be a recovery trend.
    $STMicroelectronics (STM.US)$
    ...It ended with a bearish candle, but it was a bearish candle at the upper end with a gap.
    $Taiwan Semiconductor (TSM.US)$
    ...This could also be described as a rather sharp surge...
    Translated
    6
    2