$Metaplanet (3350.JP)$
People complaining about Metapla buying Bitcoin at a high price are ignoring their own poor trades (ﾟдﾟ). Not to mention, too few understand that the Bitcoin was acquired through options trading (ﾟдﾟ).

$Metaplanet (3350.JP)$
Isn’t it incredible to have nine consecutive months of down bars?

$Microsoft (MSFT.US)$
They often say don't try to catch a falling knife, but let's go ahead and grab it anyway!!!!!!🙄

$Palantir (PLTR.US)$ The stock price was still at 83 yen a year ago. Thinking about it now, it's impressive.

$Palantir (PLTR.US)$ Still holding unrealized losses, but almost there. Glad I didn't cut my losses. Panic selling is never good.

$Bitcoin (BTC.CC)$
Fully fired up and ready to go! 🎇🍺✨🍺
Some people are being swayed by talk of a drop, but let's just happily enjoy this! 😊

$Palantir (PLTR.US)$ It's good that it's going up, but in this situation, I can't feel straightforwardly happy…

$Red Cat Holdings (RCAT.US)$
This is not just a minor detail but frontline information! In ground operations at the US military base in Israel, RCAT's reconnaissance drones will play a significant role. Although different from the kamikaze drones mentioned in the American statement, they belong to the same domain of modern warfare: 'using inexpensive, mass-producible drone tactics instead of expensive missiles.' Since reconnaissance drones are nearly disposable (often shot down by enemy jamming), they follow a business model of mass consumption → large orders → mass production. If the war lasts four weeks or longer, orders for RCAT are expected to be substantial.

Key Points for This Week
Following the sudden geopolitical shock over the weekend regarding potential attacks by the US and Israel on Iran, risk-off selling is likely to dominate at the start of the week. Amidst rising tensions, resource stocks benefiting from higher crude oil prices, $Mitsubishi Heavy Industries (7011.JP)$ and inflows into defense-related stocks are expected to act as underlying support for the market.
$Nikkei 225 (.N225.JP)$And $TOPIX (.TOPIX.JP)$Both indexes continue to trade near their all-time highs, but there remains strong appetite for buying on dips. Depending on key US economic indicators this week, the Nikkei Average could test the 60,000 yen mark. Meanwhile, the NT ratio, a comparison between the Nikkei Average and TOPIX, stands high at 15.24, suggesting TOPIX may outperform as it appears to lag heading into the spring rally.
In terms of supply and demand dynamics, domestic institutional investors’ fiscal year-end related selling for balance sheet adjustments towards the end of March and defensive selling ahead of the major SQ on the 13th may cap upside movements.
The biggest focus of the market is...

$NVIDIA (NVDA.US)$
As the saying goes, 'Everyone loves NVDA,' there are many beginners. Beginners tend to have weak holding power and courage, so they panic and sell as soon as the price starts to drop even slightly. Unfortunately, it’s not just beginners who show weakness.
I haven't sold a single share since buying at a split-adjusted price of 40 cents ten years ago. I've wandered through the Aokigahara Forest at the base of Mount Fuji many times, but instead, I kept buying more and now hold 100,000 shares. I won’t sell for the next five years.