https://t.co/5sdzlkjzkA Live Stream with Intense Market Analysis! Sada Shiho’s Legendary Market Commentary #AISummary Rebound in Nikkei Futures and Pre-Market Caution 🔳 Situation at Start of Broadcast During the morning broadcast on June 9, Nikkei futures surged over 2% temporarily, recovering roughly half of the previous day’s losses and regaining the 65,000 level. 🔳 Rebound Following Yesterday’s Sharp Decline Anticipation for a rebound rose after yesterday’s drop in Japanese equities; however, pre-market futures showed signs of topping out and pulling back, leaving an air of instability. 🔳 Review of U.S. Markets While the Dow continued to decline, the Nasdaq and SOX index rebounded, with particular strength in semiconductor-related stocks—seen as potentially supportive for Japanese equities. 🔳 Relief from Middle East Developments Iran’s announcement of ending its military operation brought reassurance to markets, temporarily capping oil prices and providing support to equity markets. 🔳 Key Events This Week This week features the CPI release, SPSEX’s IPO, and major square-offs, leading to heightened caution as market volatility is expected to increase. ListItemIcon Intel-Related News Following reports that Google placed an order for over 3 million TPUs from Intel, Intel shares surged sharply. In Japan, this sparked interest in potential spillover effects to companies like Ibiden and those in the semiconductor and optical communications sectors. ListItemIcon Expectations for Wire & Cable Stocks With Corning’s rise, there was anticipation that related Japanese stocks such as Fujikura and Furukawa Electric could see follow-on buying. ListItemIcon Correlation of Japanese Stocks Japanese memory stocks tend to correlate with Micron and SanDisk; wire and cable stocks with Corning. However, MLCC stocks lack clear U.S. counterparts, suggesting potential competitive advantages for Japanese firms. ListItemIcon Challenges in Market Navigation If markets behave as they did in March—with the Nikkei averaging large daily swings—missteps in trading could lead to significant losses; caution is essential. ListItemIcon Concern Over Bank of Japan Leaks There is concern this week that leaked information regarding the Bank of Japan’s meeting could emerge, with recent futures declines attributed to speculation around interest rates or BoJ-related developments. ListItemIcon Reflections on Rakumachi Appearance The recently released Rakumachi video sparked discussion about Onia and Morinaga’s investment styles and chemistry, with comments on viewer reactions noted. ListItemIcon Broadcast Interruption The broadcast was temporarily paused mid-stream due to a broker-related matter; it may resume later if possible.