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...

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

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　

I got caught in the NTT trap...
I wonder if it's salted for the time being