It is attracting attention as one of the AI medical revolutionary brands in the medical field that benefits from AI, and has been in possession since 2023/6

If you think about which companies will benefit from the AI revolution from a perspective, fields such as ChatGPT, NVIDIA semiconductor-related brands, data centers, and cybersecurity-related fields will expand

An example of Amazon is the rapid growth of innovative services utilizing PC manufacturers and CPU Intel during the internet revolution to benefit from the internet revolution.

It is a famous story that in the Gold Rush era, it was the railway company that got wealth from people who got on trains from regions aiming for gold and worked to collect gold, and traders that sold shovels, hoes, and wire mesh sieves to people who came to collect gold dust earned the most money during the Gold Rush frame period.

It is an age where companies that benefit from the recent boom in the AI revolution have also sprung up rapidly growing by benefiting from various sectors, such as new product development through fusion with the structure of the world and existing products and services. AI-related matters have a broad base and are not limited to autonomous driving of automobiles, education systems, financial payments, and game-related matters.

It is an age where companies achieve rapid growth until they gain an overwhelming advantage such as changing the composition of the industry by proposing product development and services utilizing and fusing AI technology that can benefit from it.

If that's the case, investors don't have huge investment funds like institutional investors, but there are also ways to efficiently invest in growth companies with a medium- to long-term perspective with asset management within an unreasonable range of investments, or to lower the purchase unit price by buying more high-dividend stocks with continuous dividends when they plummet due to some external factors, and aim to shorten the management period with dividends several times the dividend yield of the stock price at that time, and capital gains can even be obtained if that stock grows It's there. The benefits and risks of exchange for US stocks also depend on the exchange rate, but if it is a funded investment, risk can be reduced with the dollar cost averaging method similar to stock prices. There are various investment methods, not limited to stock investments, and I have structured my portfolio so that I use various methods in a complex manner depending on the stock, and some methods that aim for yield by raising the fund turnover ratio in a 10-180 day cycle to efficiently turn the investment funds at a high rate and allocate 10% of the investment funds, and the funds obtained from this are used to reinvest in medium- to long-term growth stocks and high-yield dividend stocks, and hold 30% of the total investment fund amount in cash.

This is because stock performance falls sharply due to emergencies such as the Lehman shock, earthquake, coronavirus shock, war, etc., so in most cases, people who cannot mentally endure it or need funds sell, and stock prices fall low due to sales. At such times, I feel the need to increase the cash holding ratio without missing the opportunity if cash with high liquidity is essential for a great opportunity to buy new or buy more excellent stocks at bargain sales, and if immediate deposit is possible from a securities account or bank account linked to a bank account with a securities company with a structure such as a money bridge, etc.

There are also people who often say that it is foolish to keep a cash holding ratio of 30%, 10 million yen (interest 0.01%) in each bank account with a cash holding ratio of 30%, or about 27 million yen in cash at 30% due to lack of normal bank interest rates that can be immediately deposited.

People who speak loudly about mental weakness, the presence or absence of surplus funds, risk management, risk tolerance, and diversified investments based on geopolitical and stock sector-only diversified investments do not understand true diversified investment for people who say that.

Diversified investment in stocks is sector-specific and geopolitical risk, and funded investments that shift the time of purchase in Japan, US stocks, and emerging market stocks are risk diversified investment methods that shift the time of the dollar cost averaging method for Japanese stocks, but the above is not diversified investment in stock investments. This is because if you look at the Gulf War, the Lehman shock, and the coronavirus shock, there have been many major crashes in the past due to simultaneous stock depreciation around the world.

True investment risk diversification is whether to incorporate risk diversification described above in the case of stock investments, and whether to include bonds and commodity products that are generally the opposite of stocks, gold, cash (Japanese yen, dollar foreign currency), real estate, and Bitcoin and Ethereum, which are limited virtual currencies that have been converted into ETFs and have increased reliability if they have pros and cons but are not speculation, are also included in diversified investment destinations. This is an investment not only in stocks, but also in diversified investment destinations in asset management, and portfolios that account for the total amount are different depending on investment amounts, assets other than investments, the status of assets such as residential owners, condominiums, etc., the presence or absence of labor income, living expenses, pension estimates, differences in asset management periods due to investment, and the way of thinking about investment, and risk tolerance. Debts and real estate may be 0%. However, in order to own actual real estate and obtain rental income, like me, it is currently not an investment target due to financial power, vacancy, and risk, but just as there are techniques involved in gold investment by investing in gold mine stocks or gold ETFs similar to spot gold investments, it is also possible to invest in real estate-related stocks, construction stocks, and REITs (REITs) without investing 20 million yen in real estate. REITs are not just Japanese properties, there are overseas REITs, and there are also REIT-related ETFs. Stock investment alone is not true diversification, and I don't think there are many stock lecturers and financial planners who speak loudly about risk avoidance of diversified investment in stock investments by sector or even geopolitical risk diversification on YouTube.

Please think about it. When the investment amount is accumulated due to stock investment and the asset amount of investment gains also suddenly increases, can you bear to witness that stocks you hold fall by 30-50% in a few business days due to external factors, and the asset amount decreases drastically? Are you mentally ill and able to make normal decisions? Whether to cut losses is an individual decision, but patience is also necessary and impulsively unbearable, so institutional investors make huge profits in the majority of cases where they lose even excellent stocks and lose sales. If you were to invest with NISA, you wouldn't be able to receive tax exemption benefits unless it eventually became a profit, and you would not be able to add up profit and loss with profit and loss from sales of stocks in a general account, and there would be no merit of NISA at all.

Investments other than stock investments are not recommended. Diversified investment by sector is effective in normal times, but even so, since the light and dark are divided even among other companies in the same sector, you can be convinced even if you lose after selecting and buying stocks, the timing of sales, total profit and loss, and the presence or absence of profit and loss accounts, and the purchase of stocks to be invested, and if you have beliefs, you can be disappointed and make a calm judgment during a major crash in the overall market price due to external factors.

Even so, I don't think it's good for your mental health if it becomes stressful to see stocks you own decline, depreciation rates, or negative profit and loss every day. Those who are unable to manage that kind of mentality should check the ETF's constituent stocks and incorporation ratios, what characteristics the ETF has, what percentage the trust fee rate is, etc., and it is advantageous for the trust fee rate to be as low as possible.

In the case of ETFs, long-term holdings and long-term savings; if it is a sector-specific growth stock ETF, there is no need to select a stock, so it may be good for beginners. However, if you read the prospectus and are concerned about the constituent stocks, composition ratios, and management results, you can look at them once a month, and if you manage them with long-term reserves, you will be disappointed, and if it is a Japanese stock ETF, there is no exchange risk, and there is also a dollar cost averaging method, so it may be good for your mental health. In the case of long-term operation, when trust remuneration is 0.1, the amount of fees that are deducted after 10 or 20 years is very different, so it is necessary to simulate and understand. Being recommended at the counter etc. and starting without understanding is dangerous, and especially when it comes to principal discounts, it is not asset management, so be careful. If you don't know, wouldn't it be better for a beginner to be careful about recommendations for profit or business purposes, talk to a detailed friend, and then start a mutual fund? Also, I don't think people who were recommended to open NISA at a bank can make individual stock investments in NISA, and the range of investment products will be narrowed down, and NISA will not be able to make use of NISA. Transferring the products you have invested in is not possible, but I think it would be better if you think about the long future if you re-establish NISA at a securities company. If you have any objections to this point (if you think about the future, you should open an NISA with a securities company rather than opening an NISA at a bank), please give us your opinions and points out.

I'm sorry for deviating quite a bit from the introduction. I have already invested in this stock, which is the main subject. There are several AI medical revolution brands. I will introduce 2 stocks that are expected to grow in the future, to those who have seen this comment secretly and patiently watched it until the end.

The AI revolution will greatly benefit medical care (drug discovery).

Conventionally, drug discovery takes a long period of time, the number of people, and research and development costs are enormous, and they go through many stages of clinical trials, and in the case of the United States, they are actually sold with approval from the FDA, contributing to sales.

It is said that only a few scientists involved in drug discovery are able to release new drugs developed by themselves while spending their entire lives on research. Recently, AI has made it possible to efficiently filter out 0.1 million formulation patterns and lesion analysis and DNA sequence analysis, and it has become an age where even small-scale venture drug discovery companies with less than 1000 people involved in drug discovery like major pharmaceutical companies can reduce development costs and develop new useful new drugs in a short period of time, and companies with know-how that contribute to drug discovery using such AI are unique pathological analysis and DNA analysis for cancer patients Also, I think AI is revolutionizing medicine, such as developing effective drugs that suit each individual. Pharmaceutical manufacturers with US stocks and Japanese stocks, and venture companies that perform research contracts, data analysis, and genetic analysis that support the field of drug discovery can also be expected to grow rapidly in the future, and they are investing in more than a dozen companies, including major pharmaceutical companies.

① is Sanofi.

② is Butterfly Network: BFLY. This company is a medical device venture that develops and sells equipment necessary for portable, cost-effective diagnosis that includes educational software for each clinical subject such as cardiovascular, gastroenterology, orthopedics, anesthesiology, etc. with small portable terminals, and is expanding the sales network with devices compatible with the language of the sales destination by upgrading the software.

It is a medical device venture company that will revolutionize portable diagnostic imaging devices. Right now, the stock price is just around $1. There is no profit yet, but it has been adopted by American medical practitioners and medical schools at university hospitals, and each person has one terminal as an essential item for a stethoscope as a teaching material for students. It can be diagnosed even at emergency medical sites and clinics without a large, expensive CT, and can be used to send images and ask for opinions and instructions from specialists at university hospitals, etc. Furthermore, it is a revolutionary innovative medical device that can carry a terminal to visit for examination and initial diagnosis without expensive MIR, CT, Echo, etc. equipment in regions where medical care has been delayed, such as Africa. It has not yet been approved in Japan and has not been introduced, but it is being deployed in the United States, Europe, emerging countries, etc. If Amazon was listed and held at 50 cents per share without being traded for a long time, would the stock price be 25000% (250 times) if they sold it at the highest price? As you can see, there is social significance, the medical gap has been resolved even a little, and I am investing myself in anticipation of support for venture companies with dreams and future investment returns. The risk of investing in early-stage low-ranking stocks is certainly high. That's why I'm investing only 1000 stocks within the risk tolerance, thinking like a donation with a lottery ticket, which could be reduced to zero at worst. If you are interested, please check the business details and financial status of Tecker: BFLY (Butterfly Network) with a securities company application, etc., and further search company web information and invest at your own risk.