$NVIDIA(NVDA.US)$
“I don't know why they are sold” (Tomizawa Takeshi style)

It is the driving force behind the AI boomUS Big Tech plans to further increase investment in AIthat's it. Each company revealed it in their most recent financial results announcements.Against the backdrop of increased investment by major tech companies,”Data center construction is accelerating across the US」The Wall Street Journal (WSJ) reported that they are doing it. Assuming that benefits can be expected, $NVIDIA(NVDA.US)$ Semiconductor stocks, led by, rebounded after Big Tech's financial results were announced. This is because large amounts of semiconductors are required for AI data processing in data centers.
On the other hand, in this fiscal seasonBy gain/fall rate by industryElectric power stocksPublic welfare with a high composition ratio ofIt held back semiconductor stocks and rose to the top position.AI data centers have been found to consume large amounts of electricityThat's because I'm doing it.Several power companies announced financial results and indicated that demand for electricity for data centers is expected to expand over the next few years. Of theseCheck hidden AI-related stocks along with earnings forecasts。
Stock price performance ranking of electric power stocks
During the current fiscal period, $Vistra Energy(VST.US)$ and...

$Toyota Motor(7203.JP)$
Nikkei, overall safety. All holdings are in full swing. What's more, it's pretty strong
Above all, Toyota is in too much pain... Unrealized gains have finally reached one-third. The decline doesn't seem to stop. Even though it's a long-term perspective, it's really tough that the meaning of holding on since last year disappears. Let's not look at the Japanese stock chart for a while...