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@buffett_taro The silicon cycle has historically followed a cycle of boom and bust every 3-4 years, and a sharp decline in EPS is a sign of a correction phase. For long-term investments such as the new NISA, I believe it is important to understand these cyclical characteristics and allocate assets accordingly.

@buffett_taro So, does that mean growth will stagnate from now on? What are your thoughts on Kioxia?

@buffett_taro When sales and profit growth slow down simultaneously, the bullish narrative collapses. Semiconductors are no exception, and the slope of the trend indicates the next phase. Looking at the numbers side by side makes the signs of a turnaround even clearer 📩 lin.ee/NdrK8iS

@buffett_taro Changes in growth rate are a clue to stock prices 📊 Stagnation in gross profit reflects profitability A sharp decline in earnings per share is a worrying factor The semiconductor market needs to be checked lin.ee/w8Da7rz

@buffett_taro Hmm, so the semiconductor boom is over... Even if the boom is over, there seems to be stable demand, don't you think? 🧐

@buffett_taro Storage giant SK Hynix's growth slows, warnings of a peak in AI semiconductor prices.

@buffett_taro While there may be a short-term rebound, the performance trend is deteriorating, so we should be cautious in the medium term.

@buffett_taro x.com/i/grok/share/2012e9cdf43…

@buffett_taro What is your goal? Do you want to stir up anxiety and extort money from stupid people?

@buffett_taro I think the semiconductor boom will continue for another 10 years.