>>59
https://sp-ao.shortpixel.ai/client/to_webp,q_lossless,ret_img/https://lumily.net/wp-content/uploads/2024/10/main_ayaka_maekawa_2.jpg
社長を信じろ

押し寄せてんのSAPIXでない(´・ω・`)せいぜい早稲アカ

mixiもFacebookもインスタグラムも何が楽しいかわからんかったわ
案の定廃れていったけど

>>34
こん^^どこ住み?^^^
てかmixiやってる?

900万確定損失だしてまだ株やろうとする気力も凄い
まずtopixetfを買って握力を鍛えてみてはどうか？
ボロ株で丁半博打はもう十分味わっただろうし

兄さんラインまであと３００円必要だにぇ
https://i.imgur.com/rdc0rWL.jpeg

https://i.imgur.com/fXHx2IX.jpeg

トランプ米政権、薬価引き下げで国際価格参照制度を検討＝関係筋
https://jp.reuters.com/markets/global-markets/VBXMUYQEHFIIXBQEZK2YY6N4HY-2025-04-23/

あかんな。
トヨタが日経平均とTOPIXを引っ張り上げてるだけだな。(´・ω・｀)

ひえ！
インフレの影響を直撃してるブロンコが逝ってる。(T_T)
決算よくなかったから、仕方ないか。
ああ…日経平均、TOPIXアンダーパフォームしまくり。
わいの持ち株は日経平均、TOPIXと連動してないから、投資信託ディスりは控えめにして欲しいな…


https://i.imgur.com/1FXC37Z.jpeg

>>26
VIX31、F&G22です

>>890
日経かTOPIX買っとけ

トーモクか。
スウェーデンハウス。
住宅もやってるんだね。


https://i.imgur.com/vuzixzA.jpeg
https://i.imgur.com/MHJY8h5.jpeg

>>467
485 たまおじ ◆IxcOpKibtsIm sage 2025/03/10(月) 09:39:15.80 ID:OOrwazyp
カバー既に15%上昇🫵😆
余裕すぎるwwww

489 たまおじ ◆IxcOpKibtsIm sage 2025/03/10(月) 09:39:37.03 ID:OOrwazyp
ホロアース来たら4000いくなコレ🤭

588 たまおじ ◆IxcOpKibtsIm sage 2025/03/10(月) 09:49:48.88 ID:OOrwazyp
🦛下げた時に買ってない香具師wwww🤣
取得平均2500wwwwwww
今年は1500万いくぞ🫵🤣

俺ランチ(⁠^⁠ω^⁠)⁠
https://i.imgur.com/OMGPagD.jpeg
https://i.imgur.com/X74vXJt.jpeg
https://i.imgur.com/toLr0w4.jpeg
https://i.imgur.com/Tixdmdq.jpeg
https://i.imgur.com/PNV49sN.jpeg

>>781
sbi iシェアーズゴールドファンド
今から積み立てるなら、TOPIXのほうが良いと思う。
ゴールドのレバレッジ投資信託が出てるから天井近いと思う。

Amid Trump’s tariffs, TSMC has been stepping up its investment in the U.S. According to Economic Daily News, the company is accelerating the timeline for its second Arizona fab. In addition, TSMC is reportedly set to introduce its latest fan-out panel-level packaging (FOPLP) technology in the U.S. to meet rising demand from customers seeking chips manufactured in the U.S.

The report highlights that, following major clients such as Apple, NVIDIA, and AMD announcing plans to expand their investments in the U.S., TSMC has accordingly adjusted its strategies.

TSMC is currently in its quiet period ahead of its earnings call and is unable to comment, as the report notes.

TSMC Advances FOPLP Technology

Citing Nikkei, the report states that TSMC is finalizing the specifications for its FOPLP technology in an effort to accelerate its mass production timeline. The first-generation version is expected to adopt a 300mm x 300mm panel size—smaller than the previously tested 510mm x 515mm format. According to the report, TSMC is currently building a pilot production line in Taoyuan, Taiwan, with limited trial production anticipated to begin as early as 2027.

The report also notes that TSMC initially explored partnering with panel makers such as Innolux but ultimately opted to develop the technology in-house, as the current precision and technical capabilities of the panel industry were deemed insufficient to meet TSMC’s standards.

As noted by the report, FOPLP offers improved heat dissipation compared to 3D stacking techniques such as wafer-on-wafer (WoW), CoWoS, and SoIC. However, its production efficiency is lower than that of existing 3D stacking methods. The report adds that AI customers are still expected to be the primary adopters of this packaging technology.

Tech Giants Fuel TSMC’s U.S. Manufacturing Expansion

Notably, on April 15, AMD CEO Lisa Su confirmed that the company is ramping up U.S. production. According to Reuters, AMD’s flagship chips will soon roll off TSMC’s new Arizona line—marking the first time its products will be manufactured in the U.S.

Meanwhile, NVIDIA recently also revealed plans to invest up to USD 500 billion in U.S.-based AI server production over the next four years and confirmed that its Blackwell chips are now being produced at TSMC’s Phoenix plant, as Reuters notes.

As noted by Economic Daily News, sources indicate that in response to requests from major clients such as AMD and Apple, TSMC has reportedly informed suppliers that equipment move-in for its second Arizona fab will begin as early as September this year—one full year ahead of schedule.

In other words, the fab’s 3nm production is now expected to begin by the end of 2027, while the second-phase line for 2nm is projected to enter mass production in 2028 as the report points out.

335 たまおじ ◆IxcOpKibtsIm sage 2025/04/16(水) 16:29:34.06 ID:gupqeEcm
カバー買い増したかったのに🥺
2000割れたら買うか😆

530たまおじ ◆IxcOpKibtsIm 2025/04/21(月) 13:04:05.60
カバー下げたら⚪︎⚪︎ぞ😡

>>530
485 たまおじ ◆IxcOpKibtsIm sage 2025/03/10(月) 09:39:15.80 ID:OOrwazyp
カバー既に15%上昇🫵😆
余裕すぎるwwww

489 たまおじ ◆IxcOpKibtsIm sage 2025/03/10(月) 09:39:37.03 ID:OOrwazyp
ホロアース来たら4000いくなコレ🤭

588 たまおじ ◆IxcOpKibtsIm sage 2025/03/10(月) 09:49:48.88 ID:OOrwazyp
🦛下げた時に買ってない香具師wwww🤣
取得平均2500wwwwwww
今年は1500万いくぞ🫵🤣

リエリってこいつだよ(´・ω・｀)
https://www.pixiv.net/artworks/2233182

TOPIX安猫(´･ω･`)

ジャパンティッシュは、一部変更だぞ　ｗｗ


厚生労働省は４月18日に、薬事審議会の再生医療等製品・生物由来技術部会を開き、中外製薬のデュシェンヌ型筋ジストロフィー（DMD）を対象とする遺伝子治療用製品・エレビジス点滴静注（一般名：delandistrogene moxeparvovec、開発コード：SRP-9001）など２製品の承認の可否を審議する。もう１製品はジャパン・ティッシュエンジニアリング（J-TEC）の自家培養軟骨・ジャックに変形性膝関節症の適応を追加する一変承認の可否の審議となる。
https://www.mixonline.jp/tabid55.html?artid=78182

例のポートフォリオをざっくり計算してみたけど、あいつ恐ろしいもんポジってんな
ざっくり過去2年くらいのTOPIX比較で加重平均β1.3、ダウンサイドβ1.38という結果が出たわ
現在レバ2.3倍だから下落局面でTOPIXの3倍超のマイナス食らうイメージだな

朝からいいものを見た(´・ω・｀)
https://video.twimg.com/amplify_video/1667378343245934592/vid/720x960/FM_4IXhwf0AQXAGY.mp4

行こっか昭和45年(´・ω・｀)
https://youtube.com/shorts/bIXoAIuqF64?si=gjkAxzJGN33tRSoS

指数だとアメリカも日本もあんまり変わらんけど体感全然違うな
やっぱドル円の年初来-9.6%が効いてるのか

+4.00% [日] グロース250
---------- プラマイ0の壁 ----------
-8.00% [米] ダウ平均
-8.10% [日] TOPIX
---------- マイナス10%の壁 ----------
-10.2% [米] S&P500
-12.9% [日] 日経平均
-15.7% [米]ナスダック