Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!

AI SemiconductorsrelatedHardware infrastructure stocksWhile a sense of relaxation spreads due to the rapid rise, they are involved in the development of AI itself and AI introduction servicessoftwaresThe review of related stocks is progressing. $NEC (6701.JP)$Ya $Hitachi (6501.JP)$The foundation for generative AI represented by major domestic companies such as ChatGPT,”Large Language Model (LLM)While competing with in-house development and research of”, emerging AI companies include US Open AI ChatGPTUtilize major LLMs, etc.Put the AI business you did on trackTurned into surplusThere are a number of companies that do it. These emerging stocks have few long-term funds from overseas and investment trusts, and price movements are rough, but growth expectations are also high.Up about 460% year to dateYou can also see the brands that are doing it. In addition to checking popular stocks, there is coverage from multiple securities analysts,AI small to medium stocks with a large margin of appreciationI searched for (total market value of 5 billion yen or more and less than 1 trillion yen).

★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection (3905.JP)$
There are many materials such as surplus surplus! 460% (5.6 times) increase year-to-date
Our main focus is the global retail sales promotion support business using AI. Who is the largest shareholder $KDDI (9433.JP)$. On 4/9, the establishment of the “Advanced AI Data Innovation Research Institute” was announced. 4/12, US IT equipment $Super Micro Computer (SMCI.US)$It was announced that they will form a business alliance in the AI server field. 6/3, with KDDI, Super Micro, etc. $NVIDIA (NVDA.US)$The GPU of has been installedBuilding Asia's largest AI data centerIt was announced that it aims to do it.The surplus is expected to recover in the fiscal year ending 25/3So, consolidated sales compared to the previous fiscal year18.9% increaseNet profit is expected to be 2.65 billion yen, and net profit is expected to be 0.1 billion yen. The stock price was later adjusted from a continuous stop in April, and now the Moomoo app suggests the formation of a “bullish flag” with an upward pattern. (As of 6/21)

◆ $SRE Holdings (2980.JP)$
Stable growth continues, profitable areas expand
Listed in 19/12 by former Sony Real Estate. Development of AI cloud and consulting businesses, etc. Who is the largest shareholder $Sony Group (6758.JP)$. We are involved in AI algorithm development utilizing transaction data such as real estate business within the group. In addition to “AI real estate assessment tools,” clinic business support tools (generated AI chatbots, etc.), financial institution business support tools, etc.Expanding profitable areas。High ROEatMaintain strong performanceDoing it. Consolidated sales for the fiscal year ending March 31, '2511.5% increase from the previous fiscal yearNet profit of 27 billion yen33.2% increaseIt is expected to be 1.85 billion yen.

◆ $Laboro AI (5586.JP)$
Strengths in custom-made technology
Listed in July '23. We develop custom-made AI “custom AI” using machine learning, and handle AI introduction consulting. New customers are on the rise. Of semiconductor manufacturing equipment $Screen Holdings (7735.JP)$holds 3.67% of the shares. Zero interest-bearing debt. The fiscal year ended 22/9 was in the red,A return to surplus in the fiscal year ended 23/9I'm doing it. Consolidated sales for the fiscal year ending 2014/9 compared to the previous fiscal year20.1% increaseNet profit of 1.6 billion yen2.9% increaseThe forecast is 140 million yen.

There isn't even a current stock price, but is there a possibility that the stock price will double? A stock that is expected to rise with a large divergence from analysts' average target stock price!
◆ $Appier Group (4180.JP)$
In the midst of rapid growth, the vision is “democratizing AI”
Taiwanese AI company. We handle marketing support and system development using AI. To Asia Pacific, America, and Europe17 locationsYes, the vision is to democratize AI. Sales increased drastically in Europe, America, etc. We have launched a new advertisement service that can display personalized catchphrases for each target using generative AI. Consolidated sales revenue (sales) for the fiscal year ended 12/24 compared to the previous fiscal year30.6% increaseNet profit of 34.4 billion yen89.6% increaseIt is expected to be 1.8 billion yen. What is the stock price36% year to dateI'm doing it, not even doing it. From the closing price on the 21st (1180 yen) to the average target stock price of the 5 analysts (2410 yen)104% discrepancyThere is,Expectations that it will rise 2 timesThere is.

◆ $PKSHA Technology (3993.JP)$
LLM development with support from Microsoft
Develop and commercialize algorithms using machine learning and natural language processing. We provide a software service “AI SaaS” incorporating AI, an automatic response engine “PKSHA chatbot,” etc.Large Language Model (LLM)It has been independently developed under the support of Microsoft Japan, and it will be gradually deployed to the site. The policy is to acquire an HR consulting company and expand the HR area as well. Consolidated sales revenue (sales) for the fiscal year ended 2014/9 compared to the previous fiscal year20.8% increaseNet profit of 16.8 billion yen5 times the previous periodIt is expected to be 2 billion yen (rate of increase or decrease after IFRS transition adjustment). From the closing price on the 21st (3655 yen) to the average target stock price of the 3 analysts (5850 yen)There is a 60% divergence and an increase is expectedIt will be done.

Stocks that have risen by 40% or more since the beginning of the year, but the divergence from current stock prices to Morningstar's proper stock price is 30% or more, and expectations of further increases remain
◆ $Ridge-i (5572.JP)$
Consulting and development of AI and deep learning technology.AI analysis solution using satellite dataIt is also offered. Increased number of projects such as generative AI. Compatible with various data such as images and sounds4th generation AI “multimodal AI”It has strengths. There has been a surplus since the fiscal year ended 22/7. $SAKURA Internet (3778.JP)$In the GPU environment ofDevelop Japanese LLM (Large Scale Language Model) for companies and government offices. Zero interest-bearing debt. Sales for the fiscal year ending 2014/7 compared to the previous fiscal year34.1% increaseNet profit of 1 billion yen124.4% increaseIt is expected to be 100 million yen. From the closing price on the 21st (2209 yen) to the Morningstar fair stock price (3635.94 yen)64.6% room for growthThere is.

◆ $Headwaters (4011.JP)$
We provide generative AI solutions and digital transformation services for enterprises. $Microsoft (MSFT.US)$Through an alliance with, large-scale language models are custom developed for enterprises. High level of customer unit prices. Zero interest-bearing debt. Consolidated sales for the fiscal year ended 12/24 compared to the previous fiscal year26.5% increaseNet profit of 2.9 billion yen121.8% increaseIt is expected to be 150 million yen. From the closing price on the 21st (11700 yen) to the Morningstar fair stock price (15558.33 yen)32.98% room for growthThere is.

What stocks are expected to turn into surplus?
★ $Heroz (4382.JP)$: The company announced a surplus forecast for the fiscal year ending 25/4
★ $Neural Group (4056.JP)$: The quarterly report is forecast to be profitable for the fiscal year ending 25/12
★ $ExaWizards (4259.JP)$: The company announced an operating surplus forecast for the fiscal year ending 25/3
★ $Fronteo (2158.JP)$: The company announced a profit forecast for the fiscal year ending 25/3

Related stocks not listed above: $NS Solutions (2327.JP)$、 $Morpho (3653.JP)$、 $Sinops (4428.JP)$、 $SCSK (9719.JP)$、 $CyberAgent (4751.JP)$、 $Pluszero (5132.JP)$。 $Double Standard (3925.JP)$、 $User Local (3984.JP)$、 $Sigmaxyz Holdings (6088.JP)$、 $Abeja (5574.JP)$、 $BrainPad (3655.JP)$、 $Edge Technology (4268.JP)$、 $Macnica Holdings (3132.JP)$、 $MetaReal (6182.JP)$、 $AI inside (4488.JP)$、 $Avilen (5591.JP)$

[Postscript: Summary]
The data section and Laboro.ai are newsworthy and attractive, but stock price volatility is high, and there seems to be a big risk for beginners. Since the total market value of SRE Holdings is larger than the above 2 stocks and its performance is stable, it may still be easy to enter. For large stocks, in particular $Hitachi (6501.JP)$、 $NEC (6701.JP)$has maintained a stable upward trend over a long period of time. $Fujitsu (6702.JP)$、 $Nippon Telegraph & Telephone (9432.JP)$ 、 $CyberAgent (4751.JP)$、 $SoftBank (9434.JP)$It is also putting effort into investing in AI and LLM related fields. $Appier Group (4180.JP)$Ya $PKSHA Technology (3993.JP)$I want to keep a close eye on the decline.