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The story
On October 5, 2026, it was reported that the Nikkei average had climbed back above ¥70,000 for the first time in about three months. The move was attributed to fading expectations of an early additional U.S. rate hike, which sparked a wave of buying centered on AI and semiconductor-related stocks. The news drew a flurry of reactions from individual investors on a 5ch thread. Even though the index as a whole rose, many posters complained that their own holdings — such as Toyota and Aeon — had actually fallen, and opinions were far from unanimous, with some warning of an overheated market or an AI bubble, and others debating the yen-dollar exchange rate.
[Breaking] Nikkei average climbs back above ¥70,000, first time in about 3 months, as expectations fade for early additional U.S. rate hike — buying spreads, centered on AI and semiconductor stocks
10/5 (Mon) 10:33 JST
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Source: news.yahoo.co.jp / Original article here
What people said
Same here, same here.
I was just sitting here thinking 'what on earth is going on?!'
Buying some NF Nikkei 225 (an index ETF) for times like this keeps your mind at peace.
Sounds like Gifu-san (a 5ch regular infamous for his terrible stock-picking luck).
Me, trying to dig up the next Kioxia.
It's up ¥120 already!
That'd mean the data centers go belly-up as well.
Trump isn't going down.
It's Republican lawmakers who'll go down.
The Democrats are the ones who love wars and handouts, so they actually get along fine with Trump.
His downfall is already priced into this valuation. 🤗
Honestly, PC parts are so overpriced right now that I kind of want the bubble to just pop already.
I'm basically living off food banks and soup kitchens every single day.
It'd probably beat having stock prices crash, wouldn't it?
Japan should really set up food banks too.
If you worked at a food factory,
you could pretty much eat that kind of stuff for free, all you want.
Didn't you know it's global inflation?
157 yen to the dollar!?
Wh-whoa, now THAT'S some crazy yen strength…! (sarcasm — 157 is actually weak, not strong)
If his anything-goes policies get shut down, wouldn't the data centers get shut down too?
They've been investing like crazy banking on those policies continuing.
Policies where Trump's and the Democrats' interests align will keep going.
The Democrats have always been Big Tech's side anyway.
The communist-leaning Democratic candidate Trump's been attacking lately is a different story though.
Students on that side are seriously hostile to AI.
Aren't the Democrats all about clean energy though?
Trump's been pushing nuclear power, so if that gets stopped, wouldn't the data centers stop too?
'Crash! Bubble! Shoeshine boy!' (a nod to the old market-top warning that even shoeshine boys are buying stocks)
day after day after day, but
seriously, when is this crash supposed to happen? lol
If a crash actually happened, with no precedent it'd be an emergency on the scale of the Great Depression or worse.
Maybe for this market, any stall in growth means death.
Exactly this.
If you don't hold semiconductor/AI stocks, you move opposite to the Nikkei.
Seriously, this.
With rates climbing lately, I should've just bought principal-guaranteed government bonds instead of stocks — the thought of my shares staying frozen forever is depressing.
Everyone hypes the Nikkei over the semiconductor bubble, but so what.
I'm never buying stocks again as long as I live.
and now it's worth ¥400,000 —
so what? That's the feeling.
You'd have gotten way more value buying a GPU-equipped PC three years ago instead, and the experience is priceless.
¥200,000?
These days you can get that just by signing up for an online bank, a brokerage account, and a credit card.
Do it at three places and that's ¥400,000 in passive income (sign-up bonuses).
Just pour that in — it's passive income, after all.
If you invested steadily, soundly, and safely, you're getting wrecked.
Seriously, this.
My holdings are blue-chip, first-section-listed stocks and I'm still down ¥1 million.
This country's done for.
Buy Japanese company stock and it's frozen forever.
That's probably why everyone buys U.S. stocks through their NISA (Japan's tax-free investment account).
The megabank and trading-house stocks I bought back in the old-NISA days have gone up unbelievably.
Do it steadily and soundly and you're sitting pretty.
If you invest without overreaching, you'd normally end up in the green.
If anything, the ones in the red are the greedy gamblers making reckless buys.
Which stock did you buy?
Toyota.
It dropped after that idiot Trump's attack on Iran, so I bought in — then it dropped even further with no sign of recovering.
Down about ¥1 million or so.
I regret not just buying government bonds instead.
If you average down, you'd break even on just a 50% recovery.
Just leave Toyota alone and it'll climb back up near ¥4,000 again.
Real inflation is just getting started, and buying government bonds at a time like this is insane.
Background and Key Points of the Discussion
The Nikkei’s climb back above ¥70,000 appears to stem from fading expectations of additional U.S. rate hikes, which sent capital back into risk assets and concentrated buying on semiconductor-related names like Kioxia that carry high hopes for AI demand. Within the thread, in contrast to the headlines touting higher stock prices, many investors voiced frustration that individual holdings such as Toyota and Aeon were underperforming — highlighting a point often overlooked in market coverage: a rising index doesn’t necessarily mean every stock is rising with it. Investors were also split over whether U.S. policy continuity and AI investment can be sustained, and over how to read the current dollar-yen level, with no single consensus emerging on what lies ahead.
*This article is excerpted and summarized from the 5ch (News Speed+) thread “[Nikkei Average] Climbs back above ¥70,000, first time in about 3 months, as expectations fade for early additional U.S. rate hike — buying spreads, centered on AI and semiconductor stocks.”
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