Semiconductors are declining, but the focus is shifting to AI semiconductors.
Being at this core, as long as the vigorous investment of mega-cap companies remains strong, it is considered relatively safe.
However, it is concerning that startups that have invested are not yet showing profits.
Even OpenAI is still in the red.
There is a possibility of the Silicon cycle reaching its peak. Some argue that around January 2025 could be the plateau.
It seems to be still in the early stages of a supercycle, but which one will it be really? Depending on the demand for AI semiconductors, it's quite complicated.
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oこまちゃんo : There is no Dow-linked fund. (There is only one.)
ハイゴックの力 OP : Is that so, I have learned something.
☆ラジエル★ oこまちゃんo : Is there a dow jones industrial average index fund? I think it could have quite an impact.