$NVIDIA(NVDA.US)$ Although the achievements in the AI field are remarkable, $Intel(INTC.US)$ , Samsung, $Taiwan Semiconductor(TSM.US)$ There are plenty of reasons to invest. With attractive ratings, strategic positioning in the revenue cycle, diverse revenue streams, strong manufacturing capabilities, and the ability to survive Moore's Law deceleration, we can expect long-term investment opportunities in the semiconductor industry.
Cyclic phase differences, revenue dynamics, the nature of actual fabs, and Moore's Law slowing down are factors that promise accelerated growth for TSMC, Intel, and Samsung.
These factors also suggest that Nvidia's growth may slow.
Additionally, evaluation matters, making these other companies attractive investment choices compared to Nvidia.

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.
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...

$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$
According to the announcement on 2024/6/12, semiconductor manufacturer Broadcom (NASDAQ:) will carry out a stock split for the company's common stock at a ratio of 10 shares per share. In this stock split, registered shareholders at the end of the market on 2024/7/11 will receive 9 additional shares for each common share they hold after the market ends on 7/12 the following year, and trading on a split adjusted basis is scheduled to begin from the market start on 7/15 of the same year.
Financial results for Intel on July 25th and AMD on 30th
Let's do our best by eating eels at the July summer rally

$NVIDIA(NVDA.US)$ The bonus was also fully invested in NVDA ♥♥♥

$Super Micro Computer(SMCI.US)$
I'm going to wake up

$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$
Apple is rising isn't it
Incorporating the latest AI (artificial intelligence) technology, including chat GPT, into an iPhone
It's the most realistic thing that's familiar
Even in my future analysis, apples have a high growth rate