$Taiwan Semiconductor(TSM.US)$ofStrong performancethat's it. Sales for June, which were announced on 7/10, increased by 32.9% compared to the same month last year, and hit a record high in the same month.In April-6, sales increased 40% from the same period last year, which greatly exceeded market expectations of 35.5% increase. What is the strong performance of TSMC, the world's largest foundry (semiconductor contract manufacturing) companyIt simply suggests that the AI investment boom continuesI'll do it.
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...

$Tempus AI(TEM.US)$
I want AI to be used to reduce doctors' misdiagnoses and oversights
If AI can be used to save lives and reduce pain and suffering that can be cured, businesses you would want to invest more and more in
A world where two types of diagnosis with a doctor's eye are standard based on basic diagnosis using AI will be realized in the near future
In Japan, at the moment $Tempus AI(TEM.US)$ Only MOOMOO and 1 other company can buy shares.
$SoftBank Group(9984.JP)$ SBTempus's business in Japan, which is created as a joint venture with, has already begun.
It's going to spread as fast as it was with broadband