Is there a need for cost effectiveness for AI investments?
Is the discrepancy between the effects expected by the investor side and the picture drawn by the corporate side a factor?
Keep an eye on future financial results for related stocks.
Even if the financial results are good...
AI semiconductor bubble? Should we also consider the beginning of the end of
Looking back, I hope this is a major adjustment stage without AI or the fact that the semiconductor bubble is bursting.
However, the current situation may have entered a turbulent period where judgment is difficult.
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面白おかしく笑顔で、人との繋がりを大切にしながら、穏やか且つ豊かな人生を過ごすための資産運用を続けている素人です。
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