としぞうさん
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$Metaplanet (3350.JP)$
Metaplanet has skyrocketed in recent weeks, but various opinions and opinions have been expressed, so I will write my opinion simply by myself, who has held the stock price since I was in my 30s and hasn't sold a single unit.
First of all, the president here is amazing. That's pretty good at it. We have experienced drastic declines in stock prices over and over again, and IR has been issued at the perfect timing each time, and there are no presidents that can be trusted so far from the perspective of holder investors.
Currently, SBI Securities' NISA account is Metaplanet in the popular stock rankings, but honestly, Friday's Bitcoin magazine (Listed below as BTCMGIf there was no announcement of an exclusive license agreement with), it seems that S depreciation, including the sign value PTS the day before, was certain. In other words, it is a dangerous stock that is too risky to hold with NISA. Other bio stocks are lined up across the board, but I don't think this is a stock you should buy with an NISA account either.
However, this is just a world-wide story where there were no announcements, including IR on Friday, and the current positioning of Netaplanet as a company has completely changed...
Metaplanet has skyrocketed in recent weeks, but various opinions and opinions have been expressed, so I will write my opinion simply by myself, who has held the stock price since I was in my 30s and hasn't sold a single unit.
First of all, the president here is amazing. That's pretty good at it. We have experienced drastic declines in stock prices over and over again, and IR has been issued at the perfect timing each time, and there are no presidents that can be trusted so far from the perspective of holder investors.
Currently, SBI Securities' NISA account is Metaplanet in the popular stock rankings, but honestly, Friday's Bitcoin magazine (Listed below as BTCMGIf there was no announcement of an exclusive license agreement with), it seems that S depreciation, including the sign value PTS the day before, was certain. In other words, it is a dangerous stock that is too risky to hold with NISA. Other bio stocks are lined up across the board, but I don't think this is a stock you should buy with an NISA account either.
However, this is just a world-wide story where there were no announcements, including IR on Friday, and the current positioning of Netaplanet as a company has completely changed...
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Along with advances in generative AI (artificial intelligence), etc.Demand for data centers is growing rapidlyDoing it.4 major US cloud companies such as Amazon Web Serviceshas announced investment plans related to data centers in Japan one after another since the beginning of this year,The total amount is 4 trillion yenIt goes up to. Recently, $KDDI (9433.JP)$But $Datasection (3905.JP)$, rice $Super Micro Computer (SMCI.US)$along with $Sharp (6753.JP)$At the site of the factory (Sakai City)Asia's largest data center compatible with AI processingIt was announced that it was aiming for construction. $NVIDIA (NVDA.US)$It is said that the most advanced GPU will be adopted.
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest (6857.JP)$Ya $Ibiden (4062.JP)$, inspection equipment for servers...
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest (6857.JP)$Ya $Ibiden (4062.JP)$, inspection equipment for servers...
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![AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240607/02092dee164461e9d95993ec1c2bf823.jpg/thumb?area=105&is_public=true)
![AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240607/018e98dc72deb5fb3a4b8fc06c08edf5.jpg/thumb?area=105&is_public=true)
![AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240607/541208e49e67ae03aa6bbaa339e51803.jpg/thumb?area=105&is_public=true)
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