「Is the era of M7 coming to an end?」
Since the beginning of the year, the stock prices of the seven major US tech companies, M7 (Magnificent 7), have been buzzing, especially.The recovery after the DeepSeek shock is sluggish.As a result, discussions like this are becoming active lately. On February 11,Barron's（Barron's）は「M7の支配は終わり。株を売るべき時が来た理由は？」と題した記事を、UOwl.The Wall Street Journal.（WSJ）は「マグニフィセント7はもう古い？今年の注目は現金還元株」と題した記事をそれぞれ掲載した。
Discussions about the "dominance" and superiority of M7 have taken place in the past, but the reason it is attracting more attention recently is because of this.The impact of the DeepSeek shock.It is believed to be.For the past two years.in which, $NVIDIA (NVDA.US)$ M7, represented by this, has been leading the AI market, but that is as follows.PremiseIn other words, to win the AI race.The construction of high-performance AI models is necessary, and for that, large-scale capital investment and time are essential.The prospect of monetization comes first.However, a relatively high valuation is within the acceptable range.So,That is the situation.Nevertheless,However,Nonetheless,De...

DeepSeek ShockHas it already passed?As the S&P 500 Index regains stability,It seems so. On the other hand,The return of the 7 major US tech companies (M7) is sluggish(Providing the same open-source AI model as DeepSeek) $Meta Platforms (META.US)$ The strong performance of M7 and the lingering possibility of the DeepSeek shock may still have an impact. M7's market cap accounts for over 30% of the S&P 500 Index.The recovery of the S&P 500 Index.It can be seen that US stocks other than M7 are supporting it.。
In addition,The potential impact of the DeepSeek shock on US tech stocks.is still under discussion.hasdetermined that in the medium to long term,The consensus is gradually forming that the decrease in AI costs will lead to the expansion of AI adoption.On the one hand, there is a growing consensus that this will lead to benefiting stocks and others that will not benefit.銘柄をめぐっては意見が分かれている部分もある。また、DeepSeekショック直後に米国株式市場では「卵は一つのカゴに盛るなInvestment adages like " are now being highlighted as lessons. Investors who concentrate on M7 and US tech stocks ...

On the 20th.If there is no major confusion in the inauguration of President-elect Trump, there is a growing view that the Bank of Japan will decide on additional interest rate hikes at the policy-setting meeting on the 23rd and 24th next week. The yen exchange rate widened its gains on the 17th with the interest rate hike factored in, temporarily reaching the 154 yen per dollar level.If there is no major confusion in the inauguration of President-elect Trump, there is a growing view that the Bank of Japan will decide on additional interest rate hikes at the policy-setting meeting on the 23rd and 24th next week. The yen exchange rate widened its gains on the 17th with the interest rate hike factored in, temporarily reaching the 154 yen per dollar level.If there is no major confusion in the inauguration of President-elect Trump, there is a growing view that the Bank of Japan will decide on additional interest rate hikes at the policy-setting meeting on the 23rd and 24th next week. The yen exchange rate widened its gains on the 17th with the interest rate hike factored in, temporarily reaching the 154 yen per dollar level.If there is no major confusion in the inauguration of President-elect Trump, there is a growing view that the Bank of Japan will decide on additional interest rate hikes at the policy-setting meeting on the 23rd and 24th next week. The yen exchange rate widened its gains on the 17th with the interest rate hike factored in, temporarily reaching the 154 yen per dollar level.If there is no major confusion in the inauguration of President-elect Trump, there is a growing view that the Bank of Japan will decide on additional interest rate hikes at the policy-setting meeting on the 23rd and 24th next week. The yen exchange rate widened its gains on the 17th with the interest rate hike factored in, temporarily reaching the 154 yen per dollar level.The yen has risen. In the stock market, $Kobe Bussan (3038.JP)$や $Nitori Holdings (9843.JP)$Yen-benefiting stocks like ETC are gaining momentum, but the historical high yen level remains, and concerns about a temporary yen risepersist. On the other hand, the Bank of Japan's policy shift, although slow to progress, will not reverse, ensuring a world with interest rates.there has not changed.and concerns about a temporary yen rise linger. On the other hand, the Bank of Japan's policy shift, despite moving slowly, will not reverse, ensuring a world with interest rates.It has risen. In the stock market, will not reverse, ensuring a world with interest rates.へと進んでいくことに違いない。銀行セクターは国内の預貸金収益の増加や日銀預け金利息の増加などによりファンダメンタルズ環境は良好となる見通しで、相対的に買い安心感が大きい。メガ銀行よりも出遅れやすく、収益改善期待が大きいネット銀・地銀計4銘柄をピックアップした。いずれの銘柄も今期から28年3月期にかけての1株当たり純利益（EPS)の伸びが右肩上がりになると市場で予想in 1977:
Two major online banks have been listed since...

Will quantum computers become the next major boom after AI?
Quantum computing related stocksIt surged since the end of last year and outperformed AI stocks. Some stocks even became 10-baggers.There are also tenbagger stocks that have increased by more than 10 times in 3 months.However, on January 8th, they all dropped together.However, on January 8th, quantum computer-related stocks all experienced a 40-50% sharp decline.AI semiconductor champion NVIDIA's CEO Jensen Huang mentioned that the practical application of a 'very useful quantum computer'AI semiconductor champion NVIDIA's CEO Jensen Huang mentioned that the practical application of a 'very useful quantum computer'AI semiconductor champion NVIDIA's CEO Jensen Huang mentioned that the practical application of a 'very useful quantum computer'A very useful quantum computer.AI semiconductor champion NVIDIA's CEO Jensen Huang mentioned that the practical application of a 'very useful quantum computer'20 years ahead" statement. In response, the CEO of the quantum computer company said that Mr. Fan is completely wrong. We areCurrently, already commercializedHe countered with " and in response, quantum computer-related stocks rebounded in after-hours trading on January 8th.
This time,Check out the latest trends in AI and quantum computing.In addition,Pick up the 'Quantum Computer US Stock 5 Stocks'Check performance trends and outlook.
Battle between AI and quantum computers
the largest winner in the AI boom $NVIDIA (NVDA.US)$and Quantum Computer ETF "QTUM"(*)'s stock price has been verified since the end of last November.Showing the appearance of inverse correlation.presenting. QTUM...

Stocks related to the next-generation computer 'quantum computer' are volatile.is doing. Google announced a new semiconductor for quantum computing, causing related stocks to soar in both the Japanese and American markets, but the American semiconductor giant. $NVIDIA (NVDA.US)$It is mentioned that it will take 15 to 30 years for practical utility, as NVIDIA's CEO Jensen Huang, the Chief Executive Officer (CEO) of the USA, indicated, pouring cold water on expectations.It is mentioned that it will take 15 to 30 years for practical utility, as NVIDIA's CEO Jensen Huang, the Chief Executive Officer (CEO) of the USA, indicated, pouring cold water on expectations.In the U.S. market on the 8th, the impact of NVIDIA's CEO's 'cold water' was felt. $Rigetti Computing (RGTI.US)$や $Quantum Computing (QUBT.US)$Related stocks, etc.Dropped more than 40%.Also in the Tokyo market on the 9th, related stocks that had risen by 80% in the previous 4 business days.Decreased by 22%.Were down.As much as.The day before.
A pioneer in the field of quantum technology $D-Wave Quantum (QBTS.US)$CEO responded to Mr. Fan's remarks, stating, completely wrongHe countered with an argument and the stock price rebounded in after-hours trading. Mr. Fan, a pioneer in the AI field who is also involved in research and development of quantum computing, has immeasurable influence.
Shares related to the USA areall in the redfrom investors due to the fact that it is predominantly LPromising for the future, but...

Entering the third year of the AI market boom.While there are voices expressing concerns about its sustainability, $NVIDIA (NVDA.US)$ on January 6th,closing at a record high since its listing.Reached an all-time high last week.Positive materials from leading customers and suppliers.In addition, expectations for Jensen Huang's CEO keynote address at the world's largest tech event, CES2025, also contributed to the rise in stock prices.At CES2025, expectations for CEO Jensen Huang's keynote address also contributed to the rise in stock prices.Jensen Huang's keynote address at CES2025 has led to expectations that have boosted stock prices.
From CEO Huang's keynote address at CES2025, we enter the era of transitioning from generated AI to AI agents.Entering the era of AI agents from generated AI is highlighted in CEO Huang's keynote address at CES2025.AI is steadily expanding its applications.AI is steadily expanding its applications.Indicates that progress is being made.2025 may also be the 'Year of AI Semiconductors'.After confirming the latest trends in the AI semiconductor stock industry and Mr. Fan's keynote speech, I listed related stocks.
Latest trends in the AI semiconductor industry.
～Plenty of good news from the beginning of the year~
NVIDIA stock hit a new all-time high on a closing price basis on January 6, and other AI semiconductor stocks have generally seen strong stock prices since the beginning of the year. The main reasons are believed to be the following 3:
1) Microsoft's massive investment plan
2) Hon Hai Precision Industry's positive AI server outlook
3) "CES2025...