aroma@米国株でFIREするまでの軌跡/🔰株クラ/沖縄🌴司法書士勉強中

速報📣🇺🇸が🇮🇷を攻撃‼️ 🇺🇸🇮🇷 米国がイランのミサイル発射施設とホルムズ海峡で機雷を設置しようとしたイランの船を攻撃byNYT

$SOFI "Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."

この前不動産屋の友達と株の話をした時のこと こんな不動産での例えが出た、 渋谷に、かなりコストがかかったが、あなたが出展したコンビニが爆発的に儲かった 次の店舗を出そうとし、千葉のど田舎に出した 千葉の店舗は、コストも安いが客入りがかなり悪く売り上げが少なく 赤字経営が続いてしまった、経営者のあなたならどうする？ 渋谷の店舗を、畳むか？千葉の客入りが少ない店舗を畳むか？ 自分なら間違いなく千葉の店舗を損切りすると答えた。 これは、何が言いたいかというと、流動性の高いメモリ株を利確して、資金が来ない、つまり過疎ってる千葉のコンビニに投資してるような人が多いということ

This IMO is extremely bullish It might seem silly because it's the same as buying $SIVE $AAOI $LITE $COHR separately, but no There is a reason why the $LYTE ETF is mega-bullish As I mentioned before, photonics is super unknown to retail investors, so you understand The ~ % of people who know about companies in the sector: Semiconductors ~ 85/95% $NVDA $TSMC $AMD Memory ~ 55/70% $SNDK $MU Samsung Photonics/CPO ~ 5/10% $SIVE $AAOI $COHR Now that you understand how unknown photonics is, think for a moment If when the $DRAM ETF came out we saw a huge rally in the memory sector What is supposed to happen when this Photonics ETF becomes a reality If memory is much better known and there was already a ton of flow coming from retail investors who didn't have the knowledge or the guts to buy individual stocks in the sector Then here, where much fewer people know about photonics, two things are going to happen IMO; - Since people know less about it, less capital will come in compared to $DRAM, but the sector is tiny compared to memory So even if it's less capital, it will have a much bigger impact and everything will shoot up vertically - The other thing is that this would be a massive showcase for the entire sector, as people will discover companies they didn't even know existed That translates into more and more flow coming in This is mega-bullish IMO (Divulgation: The image is fake, is just an example)