投資家ピークちゃん
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Views on the re-election of former President Donald Trump have intensified in response to the attempted assassination incident on the 13th, and a “Trump trade” that assumes a “definite tiger” is progressing in the market.
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: <Defense>
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries (7011.JP)$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries (7012.JP)$
defense...
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: <Defense>
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries (7011.JP)$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries (7012.JP)$
defense...
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![Trump Trade Japan Edition, 5 themes with tailwind in “Definitely Tora”! Check out the 20 featured stocks!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240717/bb0068f3162b4ebf6247b4c48bcbfd2e.jpg/thumb?area=105&is_public=true)
![Trump Trade Japan Edition, 5 themes with tailwind in “Definitely Tora”! Check out the 20 featured stocks!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240717/ec9dc8b2ebc4249a038a9e05aead6414.jpg/thumb?area=105&is_public=true)
![Trump Trade Japan Edition, 5 themes with tailwind in “Definitely Tora”! Check out the 20 featured stocks!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240717/e6fb7fe9a8686dfb4c8e59d5336b3190.jpg/thumb?area=105&is_public=true)
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After $NVDA.US (NVDA.US) $, the king of AI semiconductors, quickly climbed to the top position in the world in terms of market capitalization, it fell from 1st place on 6/20. $Microsoft (MSFT.US) $, the largest software company, has taken back the lead. While NVIDIA shares fell 3.5% on the 20th, Microsoft only fell 0.1%
Meanwhile, AI software stocks rebounded sharply on the 20th. $Salesforce (CRM.US) $ rose 4.3% and $Accenture A (ACN.US) $ rose 7.3%
AI software stocks, review machine?
There is a possibility that AI software stocks that failed to take advantage of the AI boom have come here and have reached an opportunity to review.
Status so far:
* AI hardware stocks benefited from the AI boom and stock prices rose
* Stock prices of AI software stocks are sluggish due to concerns that benefits are not yet likely to arrive
RECENT MOVES:
* Financial results such as Accenture suggest that AI software is also showing benefits
* AI hardware stocks have risen above target stock prices, while AI software stocks have a large divergence rate
Excursion:
* AI software stocks are still undervalued
* Future AI markets...
Meanwhile, AI software stocks rebounded sharply on the 20th. $Salesforce (CRM.US) $ rose 4.3% and $Accenture A (ACN.US) $ rose 7.3%
AI software stocks, review machine?
There is a possibility that AI software stocks that failed to take advantage of the AI boom have come here and have reached an opportunity to review.
Status so far:
* AI hardware stocks benefited from the AI boom and stock prices rose
* Stock prices of AI software stocks are sluggish due to concerns that benefits are not yet likely to arrive
RECENT MOVES:
* Financial results such as Accenture suggest that AI software is also showing benefits
* AI hardware stocks have risen above target stock prices, while AI software stocks have a large divergence rate
Excursion:
* AI software stocks are still undervalued
* Future AI markets...
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投資家ピークちゃん
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AI SemiconductorsrelatedHardware infrastructure stocksWhile a sense of relaxation spreads due to the rapid rise, they are involved in the development of AI itself and AI introduction servicessoftwaresThe review of related stocks is progressing. $NEC (6701.JP)$Ya $Hitachi (6501.JP)$The foundation for generative AI represented by major domestic companies such as ChatGPT,”Large Language Model (LLM)While competing with in-house development and research of”, emerging AI companies include US Open AI ChatGPTUtilize major LLMs, etc.Put the AI business you did on trackTurned into surplusThere are a number of companies that do it. These emerging stocks have few long-term funds from overseas and investment trusts, and price movements are rough, but growth expectations are also high.Up about 460% year to dateYou can also see the brands that are doing it. In addition to checking popular stocks, there is coverage from multiple securities analysts,AI small to medium stocks with a large margin of appreciationI searched for (total market value of 5 billion yen or more and less than 1 trillion yen).
★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection (3905.JP)$
...
★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection (3905.JP)$
...
Translated
![Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240621/63c4d05cd3cd5b2ca2f90faba7853f37.jpg/thumb?area=105&is_public=true)
![Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240621/751cb3c30ea88a6a560fe38e979b4aee.jpg/thumb?area=105&is_public=true)
![Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240621/5b69fecd9ced342e332b12dbf104dc6b.jpg/thumb?area=105&is_public=true)
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AI semiconductor stocks, including NVIDIA, have plummeted for the past 2 days
But I think there will continue to be demand, so I thought I'd keep it for the next 5 years and now I think it's on sale and buy it
I think people who have them will hold and buy more
But I think there will continue to be demand, so I thought I'd keep it for the next 5 years and now I think it's on sale and buy it
I think people who have them will hold and buy more
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投資家ピークちゃん
commented on
Low-priced stocks that look at this week and are likely to grow from next week onwards
Media Links, Shinto HD, Helios, Metapura (if crypto assets go up)
I wonder what will happen
Media Links, Shinto HD, Helios, Metapura (if crypto assets go up)
I wonder what will happen
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投資家ピークちゃん
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AI
Semiconductors
healthcare
biotechnology
An ETF of 15 leading large companies
Stock Code 178A
Semiconductors
healthcare
biotechnology
An ETF of 15 leading large companies
Stock Code 178A
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投資家ピークちゃん
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I got caught in the NTT trap...
I wonder if it's salted for the time being
I wonder if it's salted for the time being
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投資家ピークちゃん
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Columns As copper, gold, and silver prices approach all-time highs, what stocks should we pay attention to?
This article uses automatic translation for some of its parts
Following gold, silver, and copper, prices of various non-ferrous metals have risen. The gold exchange rate hit an all-time high on Monday, the silver exchange rate hit a high of 32 dollars per ounce for the first time in 11 years, and the copper exchange rate also hit an all-time high.
Last time, Bitvalley investors introduced non-ferrous metals-related stocks that are likely to benefit from the Japanese market.
Related articles:“Non-ferrous metal stocks” are high due to rising gold and copper prices! What are late stocks? Demand expands due to improved business confidence and inflation in China
This time,Non-ferrous metal-related stocks in the US marketI've put it together.
The third largest gold mining company in the world and Africa's largest gold mining company in the US stock market $AngloGold Ashanti (AU.US)$ Canadian gold mining companies have risen 37% since the year to date $Agnico Eagle (AEM.US)$ has risen by nearly 30%.
5th largest copper manufacturer in the world $Southern Copper (SCCO.US)$ , a major rice mining company $Freeport-McMoRan (FCX.US)$ Each has recently reached a new high...
Following gold, silver, and copper, prices of various non-ferrous metals have risen. The gold exchange rate hit an all-time high on Monday, the silver exchange rate hit a high of 32 dollars per ounce for the first time in 11 years, and the copper exchange rate also hit an all-time high.
Last time, Bitvalley investors introduced non-ferrous metals-related stocks that are likely to benefit from the Japanese market.
Related articles:“Non-ferrous metal stocks” are high due to rising gold and copper prices! What are late stocks? Demand expands due to improved business confidence and inflation in China
This time,Non-ferrous metal-related stocks in the US marketI've put it together.
The third largest gold mining company in the world and Africa's largest gold mining company in the US stock market $AngloGold Ashanti (AU.US)$ Canadian gold mining companies have risen 37% since the year to date $Agnico Eagle (AEM.US)$ has risen by nearly 30%.
5th largest copper manufacturer in the world $Southern Copper (SCCO.US)$ , a major rice mining company $Freeport-McMoRan (FCX.US)$ Each has recently reached a new high...
Translated
![As copper, gold, and silver prices approach all-time highs, what stocks should we pay attention to?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240522/a70f60d856a71cf2b918cf34fdd7212e.png/thumb?area=105&is_public=true)
![As copper, gold, and silver prices approach all-time highs, what stocks should we pay attention to?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
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投資家ピークちゃん
Set a live reminder
I will explain market information before and after the Tokyo stock market close, individual stocks with conspicuous movements today, and market price forecasts for tomorrow and beyond.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
Translated
![](https://sgliveimg.moomoo.com/live_client/182209400/20240417/d47ee22aff885901f7702762d5911b25.png/thumb?area=101&is_public=true)
ザ・マネー~Today’s Market(2024.04.18)
Apr 18 01:00
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