https://t.co/5vpKD0GQgu ¡Transmisión en vivo de un trader apasionado! La leyenda de Shiho Sata: #AIResumen Semiconductor stocks surge and trading decisions before earnings 🔳 Emergency lunchtime broadcast Due to a busy July with few broadcasting opportunities, I took advantage of unexpected free time before going out to conduct an impromptu live stream. 🔳 Sharp rebound in Nikkei Average The Nikkei Average opened up 4.3%, rising 2,704 yen to 64,572, but still did not reach levels seen just a few days prior; I remained cautious whether this rally marked the start of a reversal or was merely a one-day event. 🔳 Broad-based rally in semiconductor stocks Semiconductor-related stocks such as Kioxia, Advantest, and Disco surged significantly, with multiple stocks hitting daily upper limits or rising over 10%. 🔳 Kioxia holding decision Based on yesterday’s spike in trading volume and a doji candlestick interpreted as a reversal signal, I bought 100 shares of Kioxia on margin. However, I was uncertain whether to realize profits before earnings, since selling via PTS after earnings is not possible. 🔳 Understanding trading during limit-up moves I understood that long holders may sell via market orders during limit-up moves, but short sellers attempting to cover their positions are subject to proportional allocation—meaning not everyone can close their positions. 🔳 Recent losses from semiconductor trading I repeatedly attempted to buy the bottom in Disco, Kioxia, and Advantest; in particular, I incurred approximately 600,000 yen in losses on Disco, so I did not make substantial profits overall from this recent rally. 🔳 Reflection on emotional trading There were times I bought solely based on the feeling that the market had fallen too much. I realized I must approach every trade with discipline—ensuring each one meets the standards I would submit to my trading journal. 🔳 Importance of supply and demand Even with strong earnings or upward revisions, stocks with many investors holding at high prices tend to struggle to rebound; I concluded that both fundamentals and supply-demand dynamics must be evaluated. 🔳 Oriental Land’s recovery Oriental Land’s unrealized loss once expanded to 350,000 yen but has since reduced to 220,000 yen; I attributed my ability to hold long-term to using physical shares rather than margin. 🔳 Expectations for Oriental Land I hope the profits from strong earnings are reinvested into new shows at Tokyo DisneySea and the 30th anniversary events; I place greater hope in enhanced park experiences than in dividends. 🔳 Bank of Japan meeting and forex reaction The Bank of Japan decided to maintain its current monetary policy, causing the USD/JPY to weaken further to the 160-yen range; I am closely watching Governor Ueda’s press conference at 3:30 p.m. for any hawkish remarks. 索尼集团第一季度净利润同比增长32.1%至3420亿日元，并将全年净利润预期从1.16万亿日元上调至1.21万亿日元，涨幅4.3%，但股价反应平淡。 🔳 Caution ahead of earnings season peak Today, 281 companies are scheduled to release earnings; I remain alert that tomorrow’s semiconductor market could shift significantly depending on reports from Murata Manufacturing, Kioxia, and others. 🔳 Investment advice for beginners Beginners should first acquire basic knowledge, use only surplus funds, start with small-scale physical share trading, and consistently record their trading rationale and outcomes. 🔳 My personal investment approach I initially deposited approximately 3 million yen and have not added further funds since; I prioritize dollar-cost averaging into index funds and, for individual stocks, prioritize staying in the market over chasing returns. 🔳 Closing appeal for afternoon session Even in a rapidly rising market, avoid overextending yourself—trade cautiously and focus on your afternoon tasks; I concluded the broadcast with this reminder to viewers.