[Looking back on the first half of 2024] What are the “10 strongest stocks” of US stocks? AI investment opportunities aren't over yet!

Top 10 stocks that “exploded” in US stocksIf you look at it from,AI investment opportunities are far from overIt is the “leader” of AI semiconductors $NVIDIA(NVDA.US)$and the largest company in the external AI server market $Super Micro Computer(SMCI.US)$Each of them170%、A sharp rise of 223%I did it. Not only NVIDIA and Super Microcomputer, but since the beginning of this yearThe wave of AI has begun to spread to various fields。

・It was triggered by voices saying that demand for electricity was exploding due to the spread of generative AI, and electricity stocks $Vistra Energy(VST.US)$with $Constellation Energy(CEG.US)$Are they each from the beginning of the year129%、89% surgeI did it.
・NVIDIA's only liquid cooling supplier $Vertiv Holdings(VRT.US)$This year tooSurge close to 100%And since 20236 timesIt is rising nearby.
・With the rise of AI PCs $Dell Technologies(DELL.US)$It's the first time of yearApproximately 2 timesIt rose to.
・IT pioneer providing storage-as-a-service in a multi-cloud world $Pure Storage(PSTG.US)$Is from year to year90% or moreIt has recorded an increase, and has partnered with NVIDIA to build top-class infrastructure for AI.

While the stock market continues to be booming with AI, last year'sThe performance of “Magnificent Seven” (US superlarge stock “M7”) has diverged (changed) since the beginning of this yearI'm doing it. In addition to NVIDIA, $Meta Platforms(META.US)$Is the beginning of the yearOver 40% increaseAlso, it is the parent company of Google $Alphabet-A(GOOGL.US)$with $Amazon(AMZN.US)$IsOver 20% increaseI did. Meanwhile, $Tesla(TSLA.US)$This year,down approximately 25%Doing it.

On the other hand,The exchange of the top positions in the rice market capitalization ranking is intense。 $Microsoft(MSFT.US)$and Apple, including NVIDIA, for the time beingBattle of the Three StomblesIt has become. New AI features were announced at the World Developers Conference (WWDC)detonatorsThen, Apple stocks skyrocketed, $Apple(AAPL.US)$The total market value of13thAt closing priceGet rid of MicrosoftIt has returned to the top position in the world. $NVIDIA(NVDA.US)$At the beginning of this monthPull out AppleIt just became 2nd in the world, but on the 18th, the total market valueGet rid of Microsoft and AppleIt has become the most valuable company in the world. The total market capitalization from the beginning of the yearalmost 2 timesIt has reached.

In addition to the US super-large stock “M7,” major semiconductor stocks $Taiwan Semiconductor(TSM.US)$、 $Broadcom(AVGO.US)$tooA series of high price updatesThen, it came in 2nd and 3rd place in the rate of increase. After NVIDIA announced a stock split, Broadcom announced a stock split of 10 shares per share along with good financial results。After that, it skyrocketed in 4 daysUp over 23%I did it. In the case of NVIDIA,There is a possibility that stock prices will continue until the split is implementedIt is expected. Of diet pills $Eli Lilly and Co(LLY.US)$、 $Novo-Nordisk A/S(NVO.US)$Also this year, respectively50%、37% or moreIt recorded an increase in

Since NVIDIA, Broadcom, and Lamb Research announced stock splits, $ASML Holding(ASML.US)$Is on the US stock marketThe only semiconductor company over $1000It became. Therefore, the market is beginning to pay attention to whether ASML will also carry out a stock split following NVIDIA. It's not as high as NVIDIA, which has skyrocketed, but ASML's stock price has also been steady since the bottom of 2023redoublingAnd, recentlyReached an all-time highI did it. What is noteworthy is that ASML surpassed French LVMH, the world's largest luxury brand, in terms of market capitalization on 6/5, second only to Novo Nordisk2nd place among European listed companiesIt means that it has become.

On the other hand, $Super Micro Computer(SMCI.US)$Following NVIDIA and Broadcom, there is also a view that there is a possibility that a stock split will be announced. Since mid-March, the company's stock has been weak due to profit-taking sales, but reviews and purchases may continue against the backdrop of new products and split expectations.