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@cissan_9984 The expression "It went from an unknown growth stock to a value stock" is spot on 🦊 It's ironic that when performance improves too much, expectations for further growth diminish. The fact that it remains a trading target due to its high liquidity is typical of cis.

@cissan_9984 You're so creepy lol Don't get so energetic all of a sudden, you lost big time 🤣🤣🤣 Are you bipolar or something lol

@cissan_9984 x.com/i/grok/share/6b6d83a5a3c…

@cissan_9984 That statement that you haven't bought Kioxia is strangely realistic. For those who want to carefully examine earnings reports and supply and demand before jumping in on the semiconductor stock market based solely on the current enthusiasm, check this out 👇 lin.ee/P6YtYBa .

@cissan_9984 Stocks that are easily affected by news, like memory-related stocks, seem to offer a wider range of trading options than stable value stocks. lin.ee/NTIPrEs

@cissan_9984 It's attracting a lot of attention, as evidenced by the number of questions I'm getting Right now, I'm more concerned about a collapse in supply and demand than the price It's a time to wait rather than buy I'm saving my funds for my next big pick 🔥Trading Strategy📈👇 lin.ee/tXdKNJM .

@cissan_9984 Highly liquid stocks are attractive because they are easy to buy and sell. Their price movements are more active than stable value stocks, making them easier to manage in the short term. lin.ee/NTIPrEs

@cissan_9984 x.com/i/grok/share/e5923a7ad9e…

@cissan_9984 That's true. If anything, stocks with strong IP are more fun. Sanrio might have a better chance.

@cissan_9984 This surge right in the middle of the summer slump is seriously amazing! It really showed the power of the knight stock. Looking forward to the next one! lin.ee/ZGIFlI3

@cissan_9984 Got it, got it lol This kind of strong movement would never happen with a normal stock, right? Knight stocks are amazing...! lin.ee/ZGIFlI3

@cissan_9984 Instead of "buying because the price has dropped," consider what you expect from it as a growth stock. This is important. The potential for a 10x or 100x return and the maturation of the business are two sides of the same coin. I want to look at Kioxia not just in terms of its stock price, but also in terms of "what phase it is currently in."

@cissan_9984 x.com/i/grok/share/55245cbe375…

@cissan_9984 x.com/jenniferdeckcyr/status/2…

@cissan_9984 The reason for not buying isn't that I'm saying it will go down in the future, but rather that the expectations aren't high enough to make me want to buy it actively...right? 🧐

@cissan_9984 I've received many questions about Kioxia. I've organized my thoughts on the background of my holding decision and my perspective on the stock here 👇 lin.ee/YtVCR1u

@cissan_9984 A friend sent me a book by cis-san and told me to read it. He graduated from the physics department of Kyoto University. Apparently, he finished all his studies in two years, with only physical education left. I'm proud to say that cis-san liked one of my posts some time ago.

@cissan_9984 I've received many questions about Kioxia. I've organized my thoughts on the background of my holding decision and my perspective on the stock here 👇 lin.ee/YtVCR1u

@cissan_9984 The boss's opinion is "value stocks with no substance" It will be interesting to see if they will go from being thematic stocks to actual value stocks like the shipbuilding sector (I've shorted them) ← trembling voice

@cissan_9984 You haven't bought Kioxia?! Well, then we're the same!

@cissan_9984 x.com/BrunoOROCKK/status/20874…

@cissan_9984 So you're asking if I bought that much? lol

@cissan_9984 x.com/MJanduci/status/20874461…

@cissan_9984 I thought your view that it "shifted from a growth stock to a value stock" was insightful. That's a perspective you might overlook if you only look at the memory price.

@cissan_9984 x.com/KikoJonny/status/2087446…

@cissan_9984 x.com/KarenHuggiyvgo/status/20…

@cissan_9984 I guess you've made enough money from the hype, so you don't care anymore, bear 🐻

@cissan_9984 x.com/NydiaSapirt6gf/status/20…

@cissan_9984 As expected of the god cis, you hit the nail on the head, I'm speechless.

@cissan_9984 That doesn't matter, why don't you just get a job? Unemployed bum

@cissan_9984 Have you seen Chiikawa's movie? 😳⁉️

@cissan_9984 So the bubble is gone?

@cissan_9984 Here are the highlights of Kioxia's latest earnings report x.com/romanh__koomote/status/2…

@cissan_9984 So you're looking for the next stock to get excited about after Kioxia Looking back, CIS's assessment of Kioxia at that point last year was amazing.

@cissan_9984 High-priced stocks make fund allocation difficult, but this person's analysis is helpful when considering my own investment decisions. x.com/aya__1523_/status/208734…

@cissan_9984 How's Fujikura doing? Fujikura was heavily criticized the other day for being too conservative. I bought some the other day I've been buying and selling Kioxia

@cissan_9984 Hmm hmm (´・ω・) That's helpful 🫡

@cissan_9984 Tell me about a stock that's under 300 yen, has a dividend of 4% or more, and is absolutely guaranteed not to go bankrupt No dividend cuts, no shareholder benefits needed I'll hold it forever It doesn't have to go up that much 📈

Your analysis of growth stocks shifting to value stocks is insightful. I agree with your point that the appeal diminishes the moment the potential for a tenbagger disappears. However, if it becomes a value stock, it could conversely become a target for cyclical price fluctuations depending on the memory market cycle. Even without sustained growth, cyclical waves remain, and the high liquidity allows us to profit from those waves—is that the correct understanding?

@cissan_9984 Makes sense—when the risk/reward changes, the strategy should change too. 📈

@cissan_9984 Tell me something that's way too cheap, like before!

@cissan_9984 If the current EPS continues for three years, it will double, right? 💢

@cissan_9984 CIS-san Sorry if I'm wrong. Moody Katsuyama can deflect things from right to left, but can't he deflect things from left to right? 🤔 x.com/yangushigekiyo2/status/2…

@cissan_9984 Japanese is OK ☺️

@cissan_9984 x.com/RodriquesDaniel/status/2…

@cissan_9984 I'm relieved you didn't buy Kioxia. Are there any other stocks you're keeping an eye on?

@cissan_9984 I see... I understand now! By the way, how much Kioxia did you buy?

@cissan_9984 It seems like you can speak a little more honestly when you don't have a position to hold. Maybe You're a smart person? 🤔

@cissan_9984 TEL and Advan, right? 😂😂😂

@cissan_9984 So you're looking at semiconductor stocks other than Kioxia?