たけぞう

note.com/noatake1015/n/n9b3859… What is a margin call?

note.com/noatake1015/n/na35821… What is margin trading?

Individual margin trading reached 123 trillion yen in July, doubling in six months; utilized in high-priced stocks such as Kioxia: Nikkei Shimbun The total amount of buying and selling reached 123 trillion yen in July, doubling in six months. It is being utilized in stocks with high price levels, and individual investors' frequent trading is bringing depth (liquidity) to the market nikkei.com/article/DGXZQOUB280…

ETFs surge in the US, fastest pace ever in 2026; concentration of "leveraged" ETFs amplifies volatility: Nikkei Shimbun This is exactly it It's increasing volatility nikkei.com/article/DGXZQOUB100…

Five major online securities firms to offer daytime trading of US stocks to accommodate 23-hour trading: Nikkei nikkei.com/article/DGXZQOUB31B…

High school baseball goes by so fast! It's already the bottom of the 8th inning!

Please set a reminder for my space. x.com/i/spaces/1vJpPNPnVrXJE I'll be running my space again tomorrow from 7am.

Now you understand the reason. x.com/noatake1127/status/20874…

Situational Awareness is a US hedge fund (asset management company) specializing in AI and semiconductor infrastructure, founded in 2024 by former OpenAI researcher Leopold Aschenbrenner. The hedge fund I talked about on the radio last week!

See, they were selling it.

It doesn't really matter, but I think I got totally burned by this deal 😂

Taiyo Yuden shares rise further in afternoon trading after US AI-focused fund reports large-scale acquisitions and sales: Nikkei nikkei.com/article/DGXZQOFL122…

Sendai Ikuei wins Tokuei couldn't hit anything at all.

According to preliminary figures released by the Japan Machine Tool Builders' Association on the 12th, machine tool orders for July totaled 193.102 billion yen, a 50.4% increase compared to the same month last year. This marks the 13th consecutive month of increases. Compared to the previous month, orders were down 5.1%. External demand increased 50.5% year-on-year to 139.864 billion yen. Domestic demand increased 50.2% year-on-year to 53.238 billion yen.

I wonder if Taiyo Yuden hasn't thrown it yet?

Kioxia always seems to get sold off in the afternoon session.

KOSPI 5% high

Kioxia (buy order)

Japanese Active ETFs: Regional Banks Top Performer Year-to-Date, Up 46% Approximately three years have passed since actively managed ETFs that do not track specific indices were legalized in Japan. As of the end of July 2026, 34 such ETFs were listed, and their total net assets have grown to over 150 billion yen. Of these, the majority are types that invest in Japanese stocks. nikkei.com/article/DGXZQOUB063…

I wonder if MSCI will release its results tomorrow?

[August 12, 2026] All companies increase their earnings in the wire and fiber optic sector / Stock news as seen by Takezo youtube.com/shorts/F3joM5sWyog… @YouTube

I was planning to buy a lot of stuff in June, though.

August 22nd (Sat) Tokyo Study Session Takezo Seminar Startline ZenmuTech and others (details TBD) (In-person only: Seminar on interpreting financial statements and documents for institutional investors) tokyo-study20260822.peatix.com… Please register!

The first game at Koshien was over in less than two hours!

But to see it sell off this much after those earnings results... it's not surprising.