https://t.co/5vpKD0GQgu Live streaming with intense stock trading! Sada Shiho’s intense legend #AIsummary Semiconductor Stock Surge and Trading Decisions Ahead of Earnings 🔳 Emergency lunchtime stream Due to a busy July with few streaming opportunities, I spontaneously conducted a live stream using time freed up before stepping out. 🔳 Nikkei 225’s sharp rebound The Nikkei 225 opened up 4.3%, rising 2,704 points to 64,572, but still fell short of 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 spike. 🔳 Broad-based rally in semiconductor stocks Semiconductor-related stocks such as Kioxia, Advantest, and Disco surged sharply, with multiple stocks hitting daily upper limits or rising over 10%. 🔳 Kioxia’s hold decision Based on yesterday’s surge in trading volume and a doji candlestick pattern 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 was not possible. 🔳 Understanding trading during limit-ups I understood that while long holders may sell at market price during limit-ups, short sellers attempting to cover their positions are subject to proportional allocation—and not all can fully 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 in losses on Disco, so I clarified that my overall gains from this session were not substantial. 🔳 Reflection on emotional trading I admitted to buying based solely on the feeling that the market had fallen too far. I reflected that I must approach every trade with discipline—ensuring each decision meets the standards I would submit to my trading journal. 🔳 Importance of supply and demand Even when companies announce 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 reached ¥350,000 but has since reduced to ¥220,000. I attributed my ability to hold long-term to using physical shares rather than margin. 🔳 Expectations for Oriental Land I expressed hope that the profits from its strong earnings would be reinvested into enhancing Tokyo DisneySea shows and the 30th anniversary events—prioritizing improved park experiences over dividends. 🔳 Bank of Japan meeting and forex reaction The Bank of Japan maintained its current monetary policy stance, causing the USD/JPY pair to weaken further to the 160-yen range. I closely watched 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，上调幅度为4.3%，但股价反应平淡。 🔳 Caution ahead of earnings season peak On this day, 281 companies were scheduled to release earnings. I remained alert that the semiconductor market tomorrow could be significantly impacted by announcements from firms such as Murata Manufacturing and Kioxia. 🔳 Investment advice for beginners I recommended that beginners first acquire basic knowledge, use only surplus funds, begin with small-scale physical share trading, and consistently record their trade rationale and outcomes. 🔳 My personal investment approach I initially deposited approximately ¥3 million and have not added further capital since. I prioritize dollar-cost averaging into index funds and, for individual stocks, focus primarily on avoiding forced exits. 🔳 Closing appeal for afternoon trading I urged viewers to avoid overextending themselves even in a rapidly rising market and to approach afternoon trading and work with cautious, steady discipline—before concluding the stream.