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Flow of funds into AI semiconductor-related stocksI can't stop. Rice leading the industry globally $NVIDIA(NVDA.US$The total market value of is the 5th of this month for the first time as a semiconductor companyExceed 3 trillion dollars (approximately 490 trillion yen)I did it. The spread of AI semiconductorsdatacenterYaElectric powerSince it is accompanied by an increase in demand such asAt the foot of the hunthas spread greatly. The year-to-date rate of increase is already before the end of the first half of '24130%There are also domestic-related stocks that exceed (about 2.3 times). In addition to checking these strongest stocks, we also searched for stocks and contrarian stocks that seem to still be possible to enter.
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The 4 strongest stocks that have risen 80% since the beginning of the year!
In the first half of this yearOverwhelming momentumThere are the following 4 stocks, and stock pricesOver 80% increase year to dateDoing it.
◆ $SAKURA Internet(3778.JP$
Expectations for collaboration with NVIDIA
A major independent data center company. Sojitz holds 29.64% of the company's shares. We plan to invest 100 billion yen in developing infrastructure for generative AI using NVIDIA GPUs. Government cloud provision business...
In the first half of this yearOverwhelming momentumThere are the following 4 stocks, and stock pricesOver 80% increase year to dateDoing it.
◆ $SAKURA Internet(3778.JP$
Expectations for collaboration with NVIDIA
A major independent data center company. Sojitz holds 29.64% of the company's shares. We plan to invest 100 billion yen in developing infrastructure for generative AI using NVIDIA GPUs. Government cloud provision business...
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![What is the strongest AI semiconductor stock? It has also risen over 130% since the beginning of the year! Check out the highest-expectations and contrarian stocks too! [First half of '24]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240614/4da2cc39b4b8467a1a5165b5f06e0678.png/thumb?area=105&is_public=true)
![What is the strongest AI semiconductor stock? It has also risen over 130% since the beginning of the year! Check out the highest-expectations and contrarian stocks too! [First half of '24]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240614/56bacf21f91d8fdf15b9454a70a3b27c.png/thumb?area=105&is_public=true)
![What is the strongest AI semiconductor stock? It has also risen over 130% since the beginning of the year! Check out the highest-expectations and contrarian stocks too! [First half of '24]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240614/eb986a91810a27b40e61810a577749df.jpg/thumb?area=105&is_public=true)
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It feels like it's only a few days until a nuclear attack or the start of a world war.
I'm just worried about how the market will react.
Perhaps it's similar to the beginning of the pandemic in March 2021, where it initially plummeted but then rose a few weeks later?
I'm just worried about how the market will react.
Perhaps it's similar to the beginning of the pandemic in March 2021, where it initially plummeted but then rose a few weeks later?
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masa0111
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I've heard it from 2 people so far, $Intel(INTC.US$Looking at the net worth of, this seems very feasible.
Should I buy Intel?
Should I buy Intel?
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