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Japanese stocks have fully recovered from the impact of Trump's tariffs, with Nikkei and TOPIX showing positive trends due to strong earnings forecasts. Nikkei surpassed moving averages, while TOPIX maintained an upward trend. TOKPIx's robust trend reflects strong earnings forecasts, signaling fair value.

iDeCo is a long-term pension savings tool, advising steady contributions despite market fluctuations. Adjusting investments in mid-50s and planning withdrawals are key considerations for maximizing retirement funds.

The essay discusses Netflix aiming to reach a $1 trillion enterprise value by 2030 through systematic growth strategies, focusing on increasing operating profit margins and adjusting subscription plans. They face challenges in predicting advertising revenue and balancing ad-supported and ad-free plans. Despite obstacles, achieving a $1 trillion valuation seems plausible with sustained financial goals. The key lies in tripling operating profit, correlating to a substantial increase in enterprise value by 2030.
Summary: Netflix strategically targets a $1 trillion valuation by 2030, emphasizing operating profit growth and subscription plan adjustments amidst challenges in predicting ad revenue and plan balancing. Achieving this ambitious goal appears feasible with sustained financial focus.

NVDA's Q2-Q4 2025 earnings beat market expectations, with a 69% increase to $44.1 billion. Despite China sales slowdown, Q5-Q7 sales are expected to reach around $45 billion, boosting stock price by 6%. Semiconductor-related stocks may benefit from NVDA's strong sales forecast. Some stocks show potential for growth despite concerns like export regulations.

"Pengu," a popular blogger who holds over 100 stocks mainly focused on food and daily necessities. It is said that he primarily invests in shareholder benefit stocks, small-cap growth stocks, and US stocks. From the stocks that Pengu actually holds, he introduced his favorite shareholder benefits for the month of June, which is the vesting month.
Introducing the popular blogger Pengu's "recommended" shareholder benefits stock through photos.
The estimated purchase amount for shareholder benefits is calculated based on the minimum number of shares required to obtain the shareholder benefits for each stock and the closing price as of May 29, 2025 (other expenses such as fees and consumption tax are not included). | Stock | Stock
Code | Stock Price (as of the closing price on May 29, 2025) | Acquisition of Shareholder Benefits

The Bank of Japan aimed for an early 1% policy interest rate hike due to various factors, including pressure possibly received from the Trump administration and the need to align with global interest rates. The bank's sudden hawkish stance raised questions, especially considering Japan's significantly lower policy interest rates compared to other advanced economies. US influence on the Bank of Japan's shift to a hawkish approach cannot be ruled out, with speculations arising from interactions between US Treasury Secretary and the Bank of Japan Governor. Despite setbacks caused by global events like the "tariff shock," the prospect of further interest rate hikes by the Bank of Japan remains a topic of interest.

NVIDIA showcased remarkable revenue growth in the AI era, reaching $44.1 billion in Q1 2026. Despite challenges like US-China tensions impacting H20 chip sales, new initiatives like the "Blackwell" architecture and global expansion signal continued progress. Despite setbacks, NVIDIA's innovative strategies maintain its position as a leading growth company in various sectors like gaming, automotive, and AI infrastructure.

Summary: S&P500 shows recovery amid improved market conditions driven by reduced uncertainty. Corporate earnings exceed expectations, Trump administration secures major deals, Nvidia introduces innovative technologies. Emerging AI startup Coreweave gains traction. Tesla advances autonomous driving. Berkshire Hathaway's significant announcements at shareholders' meeting.

Japanese equity market summary: The Nikkei rose then retraced, closing slightly down at 37,722 yen. Individual stocks showed mixed performance, with companies like Nissan and Kao seeing gains. Tomorrow, NVIDIA's earnings report will be crucial.

Summary: The 5-day moving average trending upwards may support further rebound in the Nikkei Stock Average, aiming to maintain above 38,000 yen level, while monitoring momentum for potential changes in market direction.

To identify "tenbagger" stocks with potential for over 10x growth, evaluating companies based on factors like growth, profitability, and management is crucial. Focusing on founder-led companies, a screening based on specific criteria highlighted six such promising enterprises, including Robinhood Markets, Upstart, Duolingo, CI&T Inc, Nextracker, and TaskUs. These companies, driven by founder-led initiatives, exhibit rapid growth and profitability. However, investing in such high-growth stocks requires thorough understanding of business operations, future prospects, and risks.

Rising interest rates can indicate economic health and risk. Good and bad interest rate increases can be caused by factors like economic growth or credit risk. Watch for trends in government bond interest rates as they reflect fiscal health and global market uncertainties. Pay attention to how interest rate hikes can affect exchange rates and stock prices.

Summary: US stock markets saw significant gains driven by improved investor sentiment due to trade tariff delays and positive economic indicators. All major indices surged with tech and consumer stocks leading. Individual stock movements were positive across various sectors except for companies like PDD Holdings and FIC facing declines. Forex and interest rates remained stable.

Major pro provider of HCM (Human Capital Management) solutions
Automatic Data Processing (ADP) is a leading global provider of Human Capital Management (HCM) solutions. It offers a cloud-based HCM solution that integrates management of the entire employment cycle, from payroll and tax processing to attendance management, benefits administration, talent management, and HR consulting.
The products have a lineup that covers all types of employers from small to large enterprises, with customers spanning over 1.1 million in 140 countries. In the fiscal year ending June 2024, over $3.1 trillion of customer funds will be remitted to tax authorities and other agencies, as well as to the customers' employees and other recipients in the United States.

Quantumscape and ChargePoint, both in the EV market, face challenges. Quantumscape develops solid-state lithium metal batteries with promising features, but commercialization is still pending. ChargePoint manages a large network of charging stations in North America and Europe. While Quantumscape's stock valuation is uncertain, ChargePoint seems undervalued due to its growth potential in the EV market.

In the last 5 years, June stands out as the only month consistently showing yen depreciation annually. The analysis discusses the potential formation of a "Double Bottom" pattern in the USD/JPY exchange rate, aiming to prevent further yen appreciation.

Summary: Analysts are adjusting ratings and target stock prices following financial results. Stocks with market value over 100 billion JPY and positive earnings growth in 7 out of 10 recent periods are being picked up, indicating potential for future growth.

The USD/JPY decline paused at 140 yen due to overselling and technical factors. Despite Trump's comments causing concern, his subsequent reversal led to USD buying. However, the downward trend could continue below 140 yen.