On November 12th, $Bitcoin (BTC.CC)$areit surpassed the milestone of $0.09 million,and its market capitalization surpassed silver to become the 8th largest asset in the world.
Other cryptocurrencies are also following the momentum of bitcoin. It is the world's second largest digital currency after bitcoin. $Ethereum (ETH.CC)$has risen by about 40% since November 5th and reached $3300.
Cryptocurrency-related stocks in the United States are also performing very well, as the largest cryptocurrency exchange in the United States $Coinbase (COIN.US)$arehas risen 74% since Election Day.cryptocurrency miners $CleanSpark (CLSK.US)$はMore than 70%、 $Riot Platforms (RIOT.US)$、 $MARA Holdings (MARA.US)$AllMore than 60%, "major shareholders" $MicroStrategy (MSTR.US)$は...

AI相場が2年近く続いているなか、決算ごとに新たな「勝ち組」と「負け組」が浮上and 「勝ち組」と「負け組」の入れ替わりIt is also happening. In this earnings announcement season, there has been a movement to “sort out” the winning and losing groups based on the earnings results.
今回は、決算発表を終えたAI・半導体関連の米国株の中からまずは、その「勝ち組」と「負け組」を確認する。そのうえ、決算内容や業績見通しから「順張り」と「逆張り」銘柄をセレクトした。中には注目の大型テック株に限らず、中小型の「隠れAI株」Also included in etc.
● Momentum stocks: Stocks with a strong stock price background due to good performance, and good performance outlook in the future
● Contrarian stocksAlthough the stock price fell due to weak earnings, this stock is expected to benefit from AI in the medium to long term.
The 'winners' and 'losers' of AI and semiconductor-related companies.
In this earnings season, like last time, there has been a movement to “sort out” the “winning group” and “losing group” regarding AI and semiconductor-related stocks. Some stocks have seen a significant rise in stock prices due to good earnings and performance contribution from AI, while others have expressed concerns over weak earnings and AI performance contributions...