Hello everyone using the MOOMOO securities app, this is WAT.
While striving to build assets through index investment using NISA... but wanting to achieve slightly higher returns with surplus funds. That's human nature.
I would like to introduce themes that are currently drawing attention as satellites rather than core investments.
【Table of Contents】
1. AI Boom and Gold Rush
2. Challenges in Electrical Utilities in AI Demand
3. About the Nuclear Industry Sector
4. Related Stocks
5. Points to Note and Their Potential
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1. AI Boom and Gold Rush
The rapid development of AI technology is leading the world into a major transitional period.
Since the emergence of ChatGPT, the practical application of AI has become more realistic, leading various companies to enter the AI development race. This trend has had a significant impact on the semiconductor industry, particularly boosting the demand for GPUs (graphics processing units) essential for AI computing.
Due to this increased demand for GPUs, $NVIDIA (NVDA.US)$ saw a surge of over 150% in its stock price in 2024. This goes beyond just one company's success and reflects the semiconductor industry in the AI era.

$Mitsui E&S (7003.JP)$ Short selling by institutions has been amazing since the beginning of January.