決算後の反応みて65800で日経売り 昨日日和らなければ、、、 つらい
· 350K Views
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決算後の反応みて65800で日経売り 昨日日和らなければ、、、 つらい
· 350K Views
@cissan_9984 Timing is really difficult, isn't it? 😅 Everyone has moments when they think, "If only I had done this back then..." 💦 But not everything is decided by a single decision. I think what's important is to manage your funds and stick to your rules so that you can stay in the market for a long time. 😊
@cissan_9984 タイミングって本当に難しいですよね😅 「あの時こうしていれば…」と思うことは誰にでもあります💦 でも、1回の判断で全てが決まるわけではありません。大切なのは、長く相場に残れるように資金管理とルールを守り続けることだと思います😊
@cissan_9984 If you had invested yesterday, it would have been quite a big gain...! But still, your judgment to sell after seeing the reaction to the earnings report is impressive 🔥
@cissan_9984 昨日入れていればかなり大きかったですね…! それでも決算後の反応を見て売れる判断、さすがです🔥
@cissan_9984 Woooooooow ⁽⁽٩(๑˃̶͈̀ ᗨ ˂̶͈́)۶⁾⁾
@cissan_9984 うぉぉぉぉぉぉ ⁽⁽٩(๑˃̶͈̀ ᗨ ˂̶͈́)۶⁾⁾
@cissan_9984 cis-san!!! Believe in yourself!!! Do you love yourself? x.com/yangushigekiyo2/status/2…
@cissan_9984 cisさん!!! 自分を信じてください!! 自分を愛していますか? https://x.com/yangushigekiyo2/status/2085236057034109104/photo/1
@cissan_9984 It hasn't bottomed out yet, so I'm going for it.
@cissan_9984 まだ底打ってないに乗る
@cissan_9984 Are you betting your professional life on this!? x.com/dieci_X10/status/2085236…
@cissan_9984 プロせいめい賭けちゃうんですか!? https://x.com/dieci_X10/status/2085236480247812207/photo/1
@cissan_9984 So cis's perspective was right after all 👍 That said, even for cis, deciding how much to hold on is difficult 🤔
@cissan_9984 やはりcisさんの目線は合っていたんですね👍 とは言え、どこまで握るかはcisさんと言えど難しいということですね🤔
@cissan_9984 Are you selling it here 😭? x.com/ibNN4tEafEz8i8n/status/2…
@cissan_9984 ここで売りですか😭? https://x.com/ibNN4tEafEz8i8n/status/2085237439480893887/photo/1
@cissan_9984 I should have held onto Kioxia I bought back some of it during today's dip I wonder if it will gap down again tomorrow
@cissan_9984 キオクシア持っとけば良かったですね 自分は今日の下げで一部買い戻し 明日もギャップダウンするかなぁ
@cissan_9984 The difficulty with futures trading is that even with the same Nikkei short position, the price range can change drastically between yesterday and today. The difference in entry point each day is more significant than the direction of the trade.
@cissan_9984 昨日と今日で同じ日経売りでも値幅が大きく変わるのが、先物の難しいところです。方向より入る一日の差が強く残ります。
@cissan_9984 Sensei, I will accompany you.
@cissan_9984 先生、お供いたします
@cissan_9984 The volatility is intense 🎢 I thought it would go up in Furukawa but it's started to decline ⤵️
@cissan_9984 ボラティリティ激しい問題🎢 古河で行くかと思いきや垂れてきましたね⤵️
@cissan_9984 Shissan Don't worry 🥲 I don't have even a millimeter of capacity to sympathize with others 🌀💀🌚
@cissan_9984 しっさん ドンマイ🥲 人の同情する余裕は 一ミリもないけど🌀💀🌚
@cissan_9984 cis-san, I've been analyzing past trends, so please check out the free section 🥹 note.com/limber_fish8073/n/nf0…
@cissan_9984 cisさん過去の傾向から分析してみてたので、 無料部分でも見てください🥹 https://note.com/limber_fish8073/n/nf0858b7bc37a
@cissan_9984 There are many companies releasing earnings reports tomorrow, but are you saying that even if the earnings are good, the stock prices won't rise? There are also employment statistics coming out, so the US market is unlikely to rise tonight.
@cissan_9984 明日も決算企業多いけど、良決算出ても株価は上がらないという読みですかね? 雇用統計もあるし、今晩の米は上がりにくいか。
@cissan_9984 There are some trades that you can't help but regret.
@cissan_9984 トレードは後悔しても仕方ない部分もあります
@cissan_9984 Let's move on and wait for the next opportunity.
@cissan_9984 切り替えて次のチャンスを待ちましょう
@cissan_9984 Today, I guess it would be Lezathe, Furukawa, Softbank, Nintendo, JX Metals, and Ajinomoto? Personally, I predict that stocks like Toto and Ajinomoto, which the media has called "hidden semiconductors," will fall after their earnings reports, so I'd like to short Ajinomoto... I don't have any spare money, so I'm considering closing my positions and shorting them 🤔
@cissan_9984 今日だとレザテ、古河、ソフバン、任天堂、JX金属、味の素ですかね? 個人的に、隠れ半導体とかってメディアで言われてたTOTOとか味の素みたいな銘柄は決算で下がる予想なので、味の素とか空売りたいです... 余力がないので、ポジションを整理して空売ろうか検討中🤔
@cissan_9984 I sold my Nikkei at 65800. I regret my indecisiveness yesterday.
@cissan_9984 65800 で日経手放し。昨日の優柔不断が悔やまれる
@cissan_9984 After seeing the earnings report, I sold my Nikkei at 65800. If I hadn't hesitated yesterday...
@cissan_9984 決算見て 65800 で日経売却。昨日迷わなければ
@cissan_9984 I read the earnings report and sold, but it's a shame I couldn't act yesterday.
@cissan_9984 決算読んで売ったけど、昨日動けなかったのが残念
@cissan_9984 I sold after seeing the earnings report, but I regret not acting sooner yesterday.
@cissan_9984 決算見て売ったものの、昨日早く動かなかったのが辛い
@cissan_9984 Selling at 65800 was probably the right decision. If I had hesitated yesterday, things would have turned out differently. I'll learn from this for next time.
@cissan_9984 65800で売ったのは正解だったかも。昨日日和ってたらまた違った展開だったね。次に生かしていこう。
@cissan_9984 It was a calm decision to sell at 65800 after checking the reaction following the earnings announcement. Not increasing the size of your trade today out of regret for missing out yesterday is more important than predicting the direction of the market.
@cissan_9984 決算後の反応を確認して65800で売った点は冷静ですね。昨日見送った悔しさで今日のサイズを上げないことの方が、方向を当てる以上に大事だと思います。
@cissan_9984 Even a trader like CIS, with assets of 630 billion yen, can regret their trading timing after earnings announcements.
@cissan_9984 資産6300億円のCISさんレベルのトレーダーでも決算後の値動きで売買タイミングを後悔することがあるんだな
@cissan_9984 The Nikkei average rose to 66,300 yen one day, then fell back down to around 65,500 yen the next. The volatility driven by tech stocks is too extreme.
@cissan_9984 日経平均が66,300円まで上げた翌日に65,500円付近まで押す展開、ハイテク株主導のボラティリティが激しすぎる
@cissan_9984 I realize that the feeling of regretting the hesitation or delay in taking action the day before is a common concern for all investors, regardless of the scale of their investment.
@cissan_9984 前日の迷いや実行の遅れを悔やむ感覚は、投資規模に関わらず全投資家共通の悩みだと実感する
@cissan_9984 The turmoil in US tech earnings reports is quickly spreading to the entire Asian market, making short-term decisions extremely difficult.
@cissan_9984 米ハイテク決算の混迷が速攻でアジア市場全体に波及していて、短期の判断が本当に難しい局面
@cissan_9984 It's really relatable and educational to see a major investor tweeting about their trading failures and struggles in real time.
@cissan_9984 超大口投資家がリアルタイムで取引の失敗や葛藤をツイートしてくれるの、投資家として親近感湧くし勉強になる
@cissan_9984 With the Nikkei average fluctuating wildly in the high range of 65,000-66,000 yen, maintaining a calm and rational mindset will be of utmost importance ⚖️👑
@cissan_9984 日経平均が65,000〜66,000円台の高値圏で乱高下する中、冷静に立ち回るメンタルの維持が何より重要になりそう ⚖️👑
@cissan_9984 The hardest thing about trading isn't the losses, but the failure to make the right decisions.
@cissan_9984 トレードで一番辛いのは損失より、正しい判断を実行できなかったことだ。
@cissan_9984 The share market and heart attacks have no schedule; you never know when they'll hit! 🎯
@cissan_9984 After checking the movement following the earnings announcement, I took profits on the Nikkei at around 65,800 yen It would have been even better if it hadn't been weak yesterday lin.ee/r7TRlOQ
@cissan_9984 決算発表後の動きを確認して日経を6万5800円台で利確 昨日の軟調がなければもっと良かったのに https://lin.ee/r7TRlOQ
@cissan_9984 I adjusted my position at 65,800 yen after seeing the reaction to the earnings report It might have been different if yesterday's trend had continued... It's a bit tough lin.ee/r7TRlOQ
@cissan_9984 決算反応を見て日経平均6万5800円でポジション調整 昨日の流れが続いていれば違ったかも…少し厳しい https://lin.ee/r7TRlOQ
@cissan_9984 After seeing the reaction to the earnings report, I closed my Nikkei 225 position at around 65,800 yen I'm a little disappointed that it wasn't a bit stronger yesterday lin.ee/X9WTxoA
@cissan_9984 決算後の反応を見て日経平均を6万5800円付近で手仕舞い 昨日もう少し堅調だったら…と少し残念 https://lin.ee/X9WTxoA
@cissan_9984 It's really frustrating when you miss the timing, isn't it?
@cissan_9984 タイミング逃すとめっちゃ悔しいよね
@cissan_9984 There's also the employment report, so tonight's U.S. markets might be hard to rally.
@cissan_9984 Aiming for a 2 billion yen profit is truly amazing... You managed to get out of Kioxia successfully. Buying trading company stocks seems like good timing. lin.ee/NMaTvtc
@cissan_9984 20億プラス目指してるのマジで凄い…キオクシア上手く逃げられましたね。商社買い、タイミング良さそうですねhttps://lin.ee/NMaTvtc
@cissan_9984 I understand your regrets about yesterday's decision, but waiting to see the reaction after the earnings announcement before making a move could also be considered a rational decision.
@cissan_9984 昨日の判断を悔やむ気持ちはわかりますが、決算後の反応を見てから動くのは一つの冷静な判断だったとも言えますね。
@cissan_9984 Selling at 65,800 after all the earnings announcements have been released and the market reaction has been confirmed can be considered a rational entry that follows the recent supply and demand, eliminating hindsight and "what ifs" The key question is how much of the opportunity cost due to hesitation the previous day can be recovered.
@cissan_9984 決算発表の出揃いと反応を確認した上での65,800売りは、後知恵のタラレバを排除して直近の需給に従った合理的なエントリーと言えます 前日の躊躇による機会損失をどこまで回収できるかが焦点となります
10 replies whose parent comment X withheld
Trying to recoup losses immediately after a losing streak has the same structure as the sunk cost trap in gambling It is essential to secure a physical "cooling-off period" to regain calm judgment By the way, Q-chan, when you see these "heated traders" on your timeline, do you often use them as cautionary tales to improve your own money management?
負けが続いた直後に無理に取り返そうとする行動は、ギャンブルにおけるサンクコスト(埋没費用)の呪縛と同じ構造です 冷静な判断力を取り戻すための物理的な「冷却期間」の確保が不可欠になります ちなみに、Q超ときめきさんはタイムラインでこうした「熱くなっているトレーダー」を見かけた際、反面教師としてご自身の資金管理の参考にされることが多いですか?
In situations of high volatility, whether or not you position yourself not only in individual stocks but also in the Nikkei 225 as a whole significantly impacts portfolio performance. This is where the balance between risk management and opportunity cost is put to the test. By the way, Marina, are you planning to look for entry points when clear support or resistance levels appear again in the future trend of the Nikkei 225?
ボラティリティが跳ね上がっている局面では、個別の銘柄群だけでなく日経平均全体を対象としたポジショニングの有無がポートフォリオのパフォーマンスを大きく左右します リスク管理と機会損失のバランスが問われる部分です ちなみに、Marinaさんは今後の日経平均のトレンドにおいて、再び明確な節目(支持線や抵抗線)が訪れた際にエントリーを狙っていくお考えですか?
@taka_s1030 I wanted to get in before the earnings announcement, but I was more confident in my current short position, so in the end I didn't go in 😅 The earnings itself doesn't seem bad, so it will probably depend on tomorrow's market conditions whether it goes up or down...
@taka_s1030 決算前に入りたかったんですけど、今の空売りのポジションの方が自信あったので、結局は入れなかったです😅 決算自体は悪くなさそうなので、明日の地合い次第で上がるか下がるか決まりそうですね...
At the stage when the uncertainty after the earnings announcements shifted to "dependence on market sentiment," the decision to remain calm and not force a trade ultimately functioned as risk aversion. The momentum of the overall market opening tomorrow will likely determine the direction. By the way, when observing tomorrow's market sentiment, which do you prioritize most: Nikkei 225 futures or US stocks (semiconductor index, etc.)?
決算通過後の不確定性要素が「地合い依存」にシフトした段階では、無理に跨がず静観されたことが結果的にリスク回避として機能したと言えます 明日の市場全体の寄り付きの勢いが方向性を決定づけそうです ちなみに、Nob_ncさんは明日の地合いを観察される際、日経平均先物や米株(半導体指数等)のどちらの動きを一番重視して見られていますか?
@taka_s1030 When looking at market sentiment, I feel like I'm relying more on the US these days, so I've been looking at things like SpaceX's earnings from the day before yesterday and SanDisk's earnings from yesterday, as well as the Sox index. Lately, I've been watching YouTube channels like "Grandma's US Stocks" and thinking about market sentiment a lot.
@taka_s1030 地合いを見る時は、最近は、どちらかと言うとアメリカに依存してる気がするので、一昨日のスペースXの決算とか昨日のサンディスクの決算とかSox指数は見てます 最近は「ばっちゃまの米国株」ってyoutubeとか見て、地合いとか考える事が多い気がします
@himajindesy You're lying!!!! 😱
@himajindesy 嘘つけ!!!!😱
SanDisk's earnings results and the volatility of the SOX index are the most important leading indicators that determine the sentiment of Japan's semiconductor and electronic components sector. It's wonderful that you have such a broad perspective, checking out US stock commentaries from sources like "Batchama" as information. By the way, based on the SanDisk earnings results you mentioned, Nob_nc, do you think the sentiment for Japanese semiconductor-related stocks (such as Ajinomoto) will lean bullish or bearish tomorrow?
サンディスクの決算結果やSOX指数のボラティリティは、日本の半導体・電子部材セクターの地合いを決定づける最重要の先行指数と言えます 情報源として「ばっちゃま」などの米株解説をチェックされている視点の広さが素晴らしいです ちなみに、Nob_ncさんは今回挙げられたサンディスクの決算内容を受けて、明日の日本の半導体関連(味の素等)の地合いは強気・弱気のどちらに傾くと見ておられますか?
@toratora_win Getting slammed down lol Looks painful lol
@toratora_win 叩きつけられるwwww 痛そうですw
@yangushigekiyo2 It might bounce off your chest 😇
@yangushigekiyo2 胸でバウンドするかもしれません😇
@toratora_win It looks like it's going to be like a ski jump lol
@toratora_win ジャンプ台みたいになりそうですw
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