$ASICS (7936.JP)$ 事業選別合理化が功を奏して続伸中。

$NVIDIA (NVDA.US)$
Institutions who short sell to drive down the stock price and buy more when it drops! They're short selling more than expected, lol.

$Palantir (PLTR.US)$
Might go up ❤︎ Exciting ✨

Taiwan Semiconductor Manufacturing (TSMC) $NVIDIA (NVDA.US)$、 $Advanced Micro Devices (AMD.US)$、 $Qualcomm (QCOM.US)$、 $Broadcom (AVGO.US)$It has received orders from major chip design companies such as, and has the largest market share in the industry as a foundry that manufactures the world's most advanced chips. Since it not only has a large supply capacity, but also has a high level of chip manufacturing technology, major manufacturers around the world are forced to rely on the company.
As you can see from the graph, $Apple (AAPL.US)$is TSMC's largest customer and contributes 25% of annual sales. In fact, over the years, Apple was the first to adopt the new process and has acquired a monopoly position. According to reports, TSMC is expected to mass-produce 2 nano chips from 2025, and the iPhone 17 Pro will be the first product to adopt this new process, and TSMC's annual production capacity...

Apple's big AI announcements were all about AI 'for the rest of us' — Google, Meta, Amazon and, yes, OpenAI should take note
All of Apple's big AI announcements were about AI “for us in general.” Google, Meta, Amazon, and of course OpenAI should also be watched.
At the end of the day, Apple's long-awaited AI announcement was just like Apple. When Apple finally announced Apple Intelligence (a brand-like product that makes good use of the acronym for technology), there was actually a feeling of being stuck with the fruit logo of a tech giant. Apple's Tim Cook touted that Apple Intelligence is “personal, powerful, and private,” and will be integrated across Apple's app and hardware ecosystem....

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...