Regarding AI brands...
While semiconductors and semiconductor manufacturing brands have been unstable for a while, I think the power to drive market prices as flower stocks will decline. Of course, it goes without saying that these companies must not stop competing for development with an eye on the future.
As an example, MU completed chip orders in 2025. So, since stock prices have already been incorporated, they are not growing contrary to the sharp rise in the previous quarterly financial results.
There are high-performance chips, and aren't there companies that don't want to miss out on buying those high-performance chips? I can make that prediction.
How will these high-performance chips be utilized, and how will they be operated and developed?
Am I being dumb? I can't see this part very close at all.
There are announcements and information that such a future awaits due to AI, but...
What I want to say about AI is that we cannot expect a sharp rise in chips at the moment,
If you expect it, it means that software-related stocks that can make effective use of chips may be more delicious for stock management.
It's around this time today that I think that if the software system starts going well, high-performance chip brands may rise further without being able to break.
However, stock selection may require more careful and accurate judgment than ever before.
Are future AI-related stocks the right choice? Am I wrong? We believe that there is a possibility that there will be a big difference.
As before, we have graduated from a situation where they are collectively AI-related and therefore rising.
I want to make sure I don't make mistakes in my choices and decisions.
That's all, it was a soliloquy where the sense of crisis and indecency related to AI cannot be ruled out.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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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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miracle mantarouOP : Not only is it AI-related, the market continues to move.
If I were to invest in individual stocks, I think it would be very difficult.
Which sector is trending? Which brand?
It's very difficult
麦マル : That's really true.
to around 136, but in response to the Korean manufacturer's younger brother's financial results for the 2nd quarter, 
I decided to hold without being impatient 
every day.
Other than NVIDIA, I bought a little more in anticipation of MU. Right after that, it went from 150 to 130
Last week, it went back
I wonder if I'll put up with it until the results for the 3rd quarter come out
Instead of putting it all together with AI and semiconductors, we have to look at it from a broad perspective, such as taking into account roles related to segmented mechanisms and power supply companies that consume large amounts.
It's really difficult
I have to study
I would like to do my best while being taught various things by everyone.
Thank you for your continued support
181459816 : I bought it after this drop! First, I'm looking forward to a return to the $150 range!