Semiconductors are currently in a downturn due to investors pulling out their funds, so I’ll be watching from the sidelines for now. I’m also pulling my investments this month.

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Our company began integrating with TradingView in December 2025,US stock spotand as the only provider in Japan,US stock margin*we have provided a trading environment. With the addition of this function, it is now possible to trade approximately 6,000* individual US stock options on TradingView, the most in the industry.
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I see, I kind of understand why institutional investors are unloading big tech and hot semiconductor stocks to build up cash positions.
This year is shaping up to be an IPO battleground with SpaceX, Anthropic, and OpenAI, so they’re closing out positions and gathering funds.
Personally, I’m keeping an eye on SpaceX, but honestly, I think expectations for Anthropic and OpenAI are a bit overhyped…
From someone who feels the reality firsthand, I think these will go up in the short term but become a slippery slope in the long run.
It seems like they’re preparing too much capital for that… It feels wasteful, so I’m watching the current market calmly.