$SoftBank Group (9984.JP)$
Investing in OpenAI is warmly welcomed.
When the Nikkei Average fell by about 4,000 yen on August 4, I sold about 80% of my shares. It was quite a loss, with most of my investments in semiconductor companies and no information on other companies. I thought there might be a rebound after the decline, and considered buying stocks, but I couldn't find any investment opportunities. The conclusion I came to was to follow Mr. Masayoshi Son. While I haven't bought SoftBank in the past 10 years, I decided to focus my investments on SoftBank Group. I didn't know much about the company and was unaware that it owned 88% of ARM shares.
Thanks to the surge in semiconductor companies from January to April, I was still doing well even during the downturn in August. Looking at the news now, I deeply feel that it was the right decision.
Recently, ARM's stock price has been moving a bit differently, and I didn't understand the reason behind it. Now it makes sense.

Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...

Looking forward to good information about 2 nanometers.
$Socionext (6526.JP)$
From January to April, I made a big profit here and at the disco. I transferred 50% of the profits until April to a deposit account, then invested in funds and made about 10% profit. I secure half of the winnings and invest the remaining half. With expectations for AI, I am currently mainly investing in Softbank Group Co. Using the moomoo securities account to monitor Softbank Group Co.'s stock price, I have purchased about 10% of the total investment amount in NVDA, ARM, and others. For the first time this year with NISA, both my wife and I bought 1,300 shares of Sosionext and made a profit of 1.5 million yen when it was a good time. Selling almost all stocks at their highest prices is the reason for this year's profit. As for NISA, they say 2026 is the real deal, so we have not sold yet and are currently at a loss of 1.4 million yen. I started buying more again around 2,800 yen, hoping for a rebound, but still in the negative direction. Blackrock has a shareholding of over 6%, so I am relatively comfortable waiting for an increase. Sosionext is predominantly in the automotive semiconductors sector, but if 2 nanometers are completed, there is information indicating only Intel and ARM, so there may be an increase in demand for autos and expectations for involvement in AI-related designs. Hang in there! ‼️