5 selected undervalued US stocks with strong performance! Including that semiconductor stock! Also, hidden AI and stocks with PBR under 1x, providing a sense of security for buyers, anticipating stock price increase.

$Lam Research (LRCX.US)$
Expectations for medium to long-term market share and performance expansion against the backdrop of the investment boom in AI.
●Semiconductor manufacturing equipment manufacturer. Holds the world's top share in etching equipment, and has the industry's largest 3D NAND equipment installation base. Established technological leadership at an early stage in advanced packaging, which is essential for AI technology.
●Currently, (Note: JSR, excluding the chemical sector constituents of the Nikkei Semiconductor Stock Index (in weight order). Operating profit growth rate forecast, recent dividend yield, and analyst target stock price for Nippon Chemicals are based on Bloomberg data.)(Price Earnings Ratio) is 20.3 times, lower than the 5-year average of 21.8 times (many semiconductor stocks are above the historical average).(Note: As of October 25th, from Bloomberg, the PE is for the next 12 months, as shown below)
●The July-September quarter is.Adjusted EPS(Earnings Per Share) was $0.86, exceeding the market estimate of $0.81. The adjusted EPS outlook for October-December quarter is $0.77 to $0.97, surpassing the market expectation of $0.84 at the median.
●While the financial performance of major customers such as Samsung Electronics was lackluster, $Taiwan Semiconductor (TSM.US)$ Both SK hynix and Samsung Electronics are performing well thanks to strong demand for AI semiconductors. Both companies have indicated intentions to expand their capital investments, which can be seen as a positive factor for Lam Research.
●At the earnings call on October 22nd, the management indicated that momentum continues to grow, and they can achieve performance exceeding the overall industry growth. Advanced foundries and logic outside of China are still performing very well, with expectations for DDR5 and high bandwidth memory in AI semiconductors to remain robust.In 2025.TSMC continues to gain momentum and has demonstrated the ability to achieve performance surpassing the overall industry growth. Cutting-edge foundries and logic circuits outside of China remain strong, with expectations of continued strength in DRAM, particularly in DDR5 and high-bandwidth memory for AI semiconductor memory.
●China's demand and the tightening of export regulations for China require vigilance, butAIThanks to the investment boom, it seems that market share and performance can be expected to expand in the medium to long term.

$NextEra Energy (NEE.US)$
Hidden AI-related stocks: With the AI ​​boom, the power demand is at a turning point, and there are expectations for the benefits of rapid expansion of demand for renewable energy.
●A renewable energy generation and sales company. It generates electricity through projects involving wind, solar, and natural gas. It also operates several commercial nuclear power plants.
●Currently, (Note: JSR, excluding the chemical sector constituents of the Nikkei Semiconductor Stock Index (in weight order). Operating profit growth rate forecast, recent dividend yield, and analyst target stock price for Nippon Chemicals are based on Bloomberg data.)It is 22.8 times, which is below the 5-year average of 25.7 times.
●The July-September quarter is.Adjusted EPSAt $1.03 per share, it exceeded the market's expected $0.97 per share. The net profit of NextEra Energy Resources, a renewable energy division, was $1.22 billion, significantly recovering from a loss of $0.23 billion in the same period last year. The backlog of orders for renewable energy and storage projects increased by 3 gigawatts.
●Against the backdrop of the AI data center construction boom.Electricity demand isThe demand for renewable energy is rapidly expanding, especially due to its low cost. As a result, there is a possibility of a significant increase in valuation in the medium to long term.
●The company expects a 55% increase in electricity demand in the USA by 2040 compared to 2020, due to the construction rush of AI datacenters. At the same time,demand for renewable energyIt is expected to triple in the next 7 years. This represents a significant business opportunity for the company.

$Netflix (NFLX.US)$
Steady increase in net subscriber additions + revenue enhancement with flexible pricing, expecting success with hit products.
●ストリーミング配信大手。インターネット接続端末で各種テレビ番組や映画、アニメ、ドキュメンタリーを提供する。10年以上にわたってオリジナル番組を制作。視聴者数は世界中で0.6 billion人を超える。
●グロース株だが、足元の(Note: JSR, excluding the chemical sector constituents of the Nikkei Semiconductor Stock Index (in weight order). Operating profit growth rate forecast, recent dividend yield, and analyst target stock price for Nippon Chemicals are based on Bloomberg data.)は32.8倍で、過去5年平均の37.9倍を下回る（テック株の多くは過去5年平均を上回っている）。

$General Motors (GM.US)$
Flexibility in pricing and high performance.
●Currently producing the largest hit series in Netflix history, "Squid Game," new season. Scheduled for release in 2025.
●Currently, pb(Price-to-Book Ratio) is 0.8 times.(Note: JSR, excluding the chemical sector constituents of the Nikkei Semiconductor Stock Index (in weight order). Operating profit growth rate forecast, recent dividend yield, and analyst target stock price for Nippon Chemicals are based on Bloomberg data.)Is at 5.1 times, below the 5-year average of 6.7 times.
●The earnings report for the period of July to SeptemberAdjusted EPSAt 2.96 dollars, it significantly exceeded the market's expected 2.45 dollars. The company raised its full-year adjusted EPS outlook for fiscal year 2024 from the previous 9.50 to 10.50 dollars to 10.00 to 10.50 dollars. The company cited strong demand and pricing power in North America as reasons.
●EV businessis in deficit, butProfitabilityimprovements are ongoing. Contribution from economies of scale and reduction in battery costs. The company expects the EV business to be profitable in the range of $2 billion to $4 billion on an EBIT basis by 2025. During the earnings call on October 22, the management expressed confidence in achieving this.
●Share buybackShareholder returns through share buybacks are also supporting the stock price. The company has stated its intention to reduce the number of shares to less than 1 billion by early 2025 and conducted share buybacks in the July-September quarter. In order to achieve the goal of less than 1 billion shares, a review will be conducted to implement share buybacks in the October-December period.

$Baker Hughes (BKR.US)$
Making steady progress towards the goal of a 20% EBITDA profit margin.
●A leading US oilfield services company. Providing oilfield services, equipment, and energy technology. The company expects a 20% increase in natural gas demand by 2040, with LNG (liquefied natural gas) demand expected to increase by 75%. The company anticipates a favorable business environment in the medium to long term.DemandIt is expected that the demand for LNG will increase by 75%, and the business environment is expected to be favorable in the medium to long term.
●Currently, (Note: JSR, excluding the chemical sector constituents of the Nikkei Semiconductor Stock Index (in weight order). Operating profit growth rate forecast, recent dividend yield, and analyst target stock price for Nippon Chemicals are based on Bloomberg data.)with a pe ratio of 14.6, below the 5-year average of 22.7. The estimated ev/ebitda is 8.0, falling below the 5-year average of 8.7. (EV: enterprise value, EBITDA: earnings before interest, taxes, depreciation, and amortization).
●For the July-September quarter, Adjusted EPSeps was $0.67, exceeding the market estimate of $0.61. EBITDA reached a new high again. The management stated, "Against the backdrop of strong performance for the July-September quarter and stable outlook, we are confident in achieving the 2025 EBITDA outlook (median)."
●Profit marginImprovement continues. The EBITDA profit margin (12 months) increased from 11.4% in the fiscal year 2020 to 14.8% in the fiscal year 2023 on an annual basis. For the quarter, the most recent July-September quarter was 16.3%, further improving from the previous period's 15.6%. The profit margin is expected to continue to improve in the next two quarters, with forecasts of 17.4% and 17.6% respectively.