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Columns Will this stock also benefit from AI?! Check out the list of AI semiconductor-related brands!
This article uses automatic translation for some of its parts
Artificial intelligence (AI) has raised the stock prices of a series of related companies, but among them, the most popular $NVIDIA(NVDA.US$It is. Meanwhile, NVIDIA's stock price has achieved growth of over 83% since the beginning of the year, and it is thought that there is a high possibility that its stock price will face a new wave of adjustments and risks.
If you don't want to take such risks, but don't want to miss the AI wave, the “AI semiconductor value chain” compiled by SPEAR may be useful.
Chip design, IP, components, manufacturers, etc. are included inside the server. Among them, $NVIDIA(NVDA.US$ 、 $Advanced Micro Devices(AMD.US$ 、 $Intel(INTC.US$It is a widely known enterprise.
Also, inside HBM $Micron Technology(MU.US$ , SK Hynix...
Artificial intelligence (AI) has raised the stock prices of a series of related companies, but among them, the most popular $NVIDIA(NVDA.US$It is. Meanwhile, NVIDIA's stock price has achieved growth of over 83% since the beginning of the year, and it is thought that there is a high possibility that its stock price will face a new wave of adjustments and risks.
If you don't want to take such risks, but don't want to miss the AI wave, the “AI semiconductor value chain” compiled by SPEAR may be useful.
Chip design, IP, components, manufacturers, etc. are included inside the server. Among them, $NVIDIA(NVDA.US$ 、 $Advanced Micro Devices(AMD.US$ 、 $Intel(INTC.US$It is a widely known enterprise.
Also, inside HBM $Micron Technology(MU.US$ , SK Hynix...
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I'm always indebted to you.
Buffett Taro mainly gives fundamental explanations, but what are your thoughts and opinions on technical indicators?
Also, I would appreciate it if you could tell me if there is anything you think can be used with this technical indicator
Buffett Taro mainly gives fundamental explanations, but what are your thoughts and opinions on technical indicators?
Also, I would appreciate it if you could tell me if there is anything you think can be used with this technical indicator
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Taro had a bullish stance this year (and his predictions have been excellent so far), but what do you think about the NASDAQ going forward this year?
Do you see that there isn't much room for higher prices anymore, or do you see that they will rise sufficiently from now on (highest price updates, etc.)?
Please let me know!
Do you see that there isn't much room for higher prices anymore, or do you see that they will rise sufficiently from now on (highest price updates, etc.)?
Please let me know!
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I'm worried about when to buy my home.
The current situation in Japan is that housing prices (especially condominiums) are soaring, and I think there is a high risk of price drops and mortgage interest rate increases due to the possibility of mitigation revisions by the Bank of Japan.
Japanese stocks have also risen, but both are mainly due to the Bank of Japan's maintenance of mitigation policies and the depreciation of the yen, and I feel that there is a divergence from the real economy.
I anticipate that within a few years, revisions to mitigation policies will begin, interest rates will rise, and yen appreciation will progress, so foreign money will withdraw, and both Japanese stocks and housing prices will begin to fall drastically.
If I were to buy a house and get a mortgage, I would wait a little longer (I can wait about 10 more years in terms of age), and while thinking that it would be better when the house price drops drastically, there is no confirmation that the house price will drop, so I also think it might be better to buy while the loan interest rate is even slightly lower, so I'm worried.
Would you like to hear Taro Buffett's opinion?
The current situation in Japan is that housing prices (especially condominiums) are soaring, and I think there is a high risk of price drops and mortgage interest rate increases due to the possibility of mitigation revisions by the Bank of Japan.
Japanese stocks have also risen, but both are mainly due to the Bank of Japan's maintenance of mitigation policies and the depreciation of the yen, and I feel that there is a divergence from the real economy.
I anticipate that within a few years, revisions to mitigation policies will begin, interest rates will rise, and yen appreciation will progress, so foreign money will withdraw, and both Japanese stocks and housing prices will begin to fall drastically.
If I were to buy a house and get a mortgage, I would wait a little longer (I can wait about 10 more years in terms of age), and while thinking that it would be better when the house price drops drastically, there is no confirmation that the house price will drop, so I also think it might be better to buy while the loan interest rate is even slightly lower, so I'm worried.
Would you like to hear Taro Buffett's opinion?
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Are there any standards for buying individual stocks? (For example, operating CF margin of 15% or more...). Also, when stock holdings crash, is there a standard that “it's okay to still hold them”?
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Among the ways to make money, there are businesses like cash flow machines that put money in one's wallet, and they call it unearned income, but I'm not really interested in that kind of way to earn money.
For example, in an influencer business like mine, if you want to do it, you can pay someone to write an article or script, and then you can make money by creating notes and YouTube with it. But what I want to do the most isn't just to make money; it's about writing my own sentences, creating content, and making presentations, and making money with it, so having someone do it for me feels like I can pick up a game I'm crazy about playing.
That's why I don't want anyone else to write articles on my behalf, and I want to keep writing whatever I've come up with in the future.
For example, in an influencer business like mine, if you want to do it, you can pay someone to write an article or script, and then you can make money by creating notes and YouTube with it. But what I want to do the most isn't just to make money; it's about writing my own sentences, creating content, and making presentations, and making money with it, so having someone do it for me feels like I can pick up a game I'm crazy about playing.
That's why I don't want anyone else to write articles on my behalf, and I want to keep writing whatever I've come up with in the future.
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