Hello everyone using the MOOMOO securities app, this is WAT.
While striving to build assets through index investment using NISA... but wanting to achieve slightly higher returns with surplus funds. That's human nature.
I would like to introduce themes that are currently drawing attention as satellites rather than core investments.
【Table of Contents】
1. AI Boom and Gold Rush
2. Challenges in Electrical Utilities in AI Demand
3. About the Nuclear Industry Sector
4. Related Stocks
5. Points to Note and Their Potential
－－－－－－－－－－
1. AI Boom and Gold Rush
The rapid development of AI technology is leading the world into a major transitional period.
Since the emergence of ChatGPT, the practical application of AI has become more realistic, leading various companies to enter the AI development race. This trend has had a significant impact on the semiconductor industry, particularly boosting the demand for GPUs (graphics processing units) essential for AI computing.
Due to this increased demand for GPUs, $NVIDIA (NVDA.US)$ saw a surge of over 150% in its stock price in 2024. This goes beyond just one company's success and reflects the semiconductor industry in the AI era.

US stock indices have been hitting new highs almost daily, driven by large tech stocks leading the indices and the performance of companies newly added to the NASDAQ index. Investor interest is focusing on these stocks and the year-end and New Year market trends, with a review of year-end strategies and exploration of new investment opportunities in progress. Now, let's introduce the posts that caught the attention of moomoo investors!
■Most liked post🎖️
閲覧数・いいね数・コメント数で選出
TOP 1　@さとこじSan:　「2024年の振り返りと2025年の展望」
💡2024年の米株市場の追い風に乗り、利益確定と資金移動を行いながら、年末の納税計画とリスク管理を見据えたポートフォリオの調整を計画されているようです。
TOP２　@稲ビディアSan:　「Successfully profitable this morning!It seems that you have achieved great profits. The unique strengths of individual investors and the secrets of small-cap stock investments are explained clearly, even touching on the importance of 'time and patience,' which is very helpful.
TOP 3 @KimihikoSan:　「I asked ChatGPT o1 for a Candlestick analysis of NVIDIA $NVDA's chart.」...

Nuclear fusion
Recently, there have been many opportunities to discuss 'nuclear fusion' in the news. In August, the government embarked on revising the national strategy in order to bring forward the realization of nuclear fusion power generation as a next-generation energy source.
On August 20, the expert meeting on nuclear fusion strategy at the Cabinet Office resumed, with plans to develop a new strategy within the fiscal year. There are increasing plans for nuclear fusion power generation overseas. While the current strategy sets the realization timeframe for nuclear fusion power generation around 2050, it is possible to aim for demonstration in the 2030s if the development competition intensifies among major countries. Nuclear fusion is a technology that generates vast energy by fusing atomic nuclei to produce electricity. Thus, the focus will be on upcoming companies.
$Mitsubishi Heavy Industries (7011.JP)$ For the purpose of realizing a fusion reactor that uses nuclear fusion reactions for power generation, the construction of the International Thermonuclear Experimental Reactor (ITER) is underway in France by the seven major countries (Japan, European Union, Russia, USA, China, South Korea, India) for fusion experiments. Mitsubishi Heavy Industries is participating in this ITER project and is responsible for manufacturing the equipment that will make up the core of ITER. In July, they partnered with the National Institutes for Quantum and Radiological Science and Technology for the components used in ITER...

The TSE Growth 250 Index (formerly the Mothers Index) has been negative for three consecutive years until the previous year. Since the calculation of the index began in 2003, there has been one instance of three consecutive years of negatives, but there has not been four consecutive years yet.By the way, $Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$ Even so, the longest period in the past was three consecutive years of negatives.Will the TSE Growth 250 Index create a "four consecutive years of negatives" and make it a dark history this year? Or, can it turn things around from here?
The annual negatives of the TSE Growth 250 Index began in 2021. In that year, the market strongly realized the significant increase in the US CPI (Consumer Price Index) and the anticipation of the earlier start of interest rate hikes by the Federal Reserve.The first rate hike in 3 years and 3 months was decided at the March 2022 FOMC, but small and mid cap growth stocks fell in line with the rise in US interest rates.Due to the rise in interest rates, the capital cost increases, so the valuation adjustment of overvalued stocks with high expected PER and PBR makes sense.
However, regardless of such reasoning, there were growth stocks that sharply rose during this period. Among them are AI-related stocks, including semiconductors in Japan.

$NVIDIA (NVDA.US)$After achieving tremendous success, it is also important to take a break!
Stanley Druckenmiller, a wealthy and renowned investor, is famous for managing funds under George Soros for over 10 years. In the well-known "Pound Crisis," Soros believed that the pound was overvalued in the foreign exchange market, sold large amounts of pounds, waited for the pound to depreciate, and then bought back pounds at a lower price, executing trades that earned him the nickname "The man who broke the Bank of England."
As a result of this massive pound collapse,Quantum Fund, led by Quantum Corp., made a profit of 1 to 2 billion dollars.It is said that this strategy was advised to Mr. Soros by Stanley Druckenmiller, who was then the operational manager of Mr. Soros's fund. Druckenmiller's presence was behind Mr. Soros's significant profit from selling pounds.
Mr. Druckenmiller is currently managing the operations of the Duquesne Family Office, a family office. On August 14, Duquesne announced that it was selling rights etc.

Looking back on last week
Bank of Japan Governor Ueda's statement took precedence over a sense of security
Last week's $Nikkei 225 (.N225.JP)$ It rose 301.60 yen (+ 0.79%) to 38364.27 yen per week. The rise in emerging markets was conspicuous, with the growth market index +4.63% and the growth market 250 index +5.16%. The Nikkei Average, which recovered to the 38,000 yen level, returned to the level since 8/1 before the crash, but sales declined, as trading prices on the Prime Market fell below the 4 trillion yen level. Since the volume in the 38,000 yen range was overwhelmingly high in terms of trading volume by investment price, the upper value of the Nikkei Average became heavy. In the closing review of Bank of Japan Governor Ueda on the 23rd, which the market was paying attention to, it was stated that “the financial market will continue to be in an unstable situation” and “for the time being, we will closely monitor that trend with an extremely high sense of tension,” and since it was explained that “there is no difference (with Bank of Japan Deputy Governor Uchida's monetary policy ideas),” a sense of security prevails in both the exchange market and the stock market. The Nikkei Average closed at 38300 yen over the weekend.
This week's outlook
There is also a possibility that the Nikkei Average will break through the 75-day line on the 29th
US time 28th (Tokyo time before dawn on 29th), major semiconductor companies $NVIDIA (NVDA.US)$ The fiscal year 24-5 to 7 of...