Stocks that will survive in the long run with GAFAM.
Here. No mistake! I will buy it in next year's NISA frame. (I plan to buy it even outside the NISA frame) Cheap. Promising for the future.
With AI, consumers and company operations will leave the greatest impact, starting from here.
Alphabet is trying hard, but microsoft is three steps ahead. Apple is... partnering with NVIDIA and DELL.
Flow from upstream to downstream of nvidia, microsoft, DELL. I think it's strong.
First, revolutionize the company's office work with Copilot + PC. It is recommended by microsoft!
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株の慶次 : Yes. I think companies that can continue to make large investments will win.