Below is a comment written by FISCO Social Reporter's individual investor “Tamasuke Limited” (blog: Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”). FISCO is working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.
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※Written at 10:00 on 2024/5/27
NVIDIA's financial results, which investors around the world are paying attention to, were announced on 5/22. It recorded a record high in quarterly sales, and it is said that it has increased approximately 3.6 times compared to the same period last year. After dispelling analysts' anxiety that business performance might slow down... we are paying attention to movements in related stocks.
Once again, my name is Kyusuke Limited, and I'm writing the stock & cat blog “Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”.
No one can stop NVIDIA's momentum anymore. Looking at financial results, the “H100” series of AI semiconductors for data centers grew, and sales in the same division rapidly expanded by about 5.3 times compared to the same period last year. Searches related to AI, data centers, and semiconductors may expand all at once.
Judging from NVIDIA's rapid expansion of AI semiconductors for data centers, the speed at which AI is spreading should far exceed our imagination. You may not feel that AI is popular in Japan yet, but it's probably just a matter of time. Also, it is true that currently there are Japanese companies that will occupy an important position in the next generation of AI services.
Until now, rumors and speculations about AI have taken the lead, and it seems that there was a lot of uncertainty about whether it would happen in reality. investors don't like risk... However, looking at NVIDIA's breakthrough, we must hurry to train engineers related to AI and expand AI services. A fusion of the technology that companies have cultivated so far with AI should be required.
In response to NVIDIA's favorable financial results, stocks related to NVIDIA are being searched again. Like NVIDIA, I would like to check if there are companies in Japan that not only speculate, but also steadily increase their performance many times over.
There are speculations about Kudan ＜4425＞, which has strengths in artificial perception technology, related to NVIDIA. On 5/22, an American robot company affiliated with a Japanese automobile manufacturer decided to sell automatic transport robot products equipped with the company's technology, and they made a sudden move in the aftermath of the same day. The company has inquiries with domestic and international heavy industry manufacturers, robots, and space-related companies... The stock price is currently being adjusted, but I'm worried about the push.
Pluszero (5132), whose business performance is gradually growing, is expected to hit a record high profit for the fiscal year ending 24/10. The chart (daily chart) seems to have rounded up the lower price since the end of April, when the stock split was split. We are checking the financial results for 6/13 to see if demand for AI-related solutions etc. will expand.
Digital HD (2389), whose subsidiary is a partner company of NVIDIA, recently announced good financial results. Ordinary income has already reached 72.1% of the full-year plan as of the 1st quarter due to gains on sales of securities. Also, the chart is in the bottom price range, and PBR is divided by 1 times, so it's cheap. When undecided annual dividends are announced, we are monitoring to see if there is a possibility that they will start searching.
This is also Ascentech ＜3565＞, which has speculations due to a partner agreement with NVIDIA. The company, which develops products related to virtual desktops, seems to have rounded up lower prices from the bottom price range. Record profit is forecast for the fiscal year ending 25/1, and we are keeping a close eye on whether it will surpass 774 yen set in March.
IDEMY ＜5577＞, which provides online (DX) learning, etc., seems to have speculations as an education for AI human resources. On 5/21, it was announced that it was certified as a partner company for the AI startup support program “NVIDIA Inception Program.” There is also speculation that the Kishida administration will implement laws and regulations on AI operators, and we are watching closely to see if the company is being searched for AI human resources.
The last one is Human Technologies (5621), which is involved in the development of cloud services centered on attendance management. The most recent chart (daily chart) has rounded up the lower price from the bottom price range. The financial results for 5/15 were also strong, and an increase in dividends was announced. Demand for the company is expected to be high at Japanese labor sites, which continue to be said to be an increase in productivity.
Well, I've been talking a bit long, but my blog introduces such “individual stocks and theme stocks that are strong now.” If you have free time, please take a look. We look forward to seeing you with our beloved cat “Al.”
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Author's name: Gyokusuke Kotei
Blog name: Cat Husband's Stock Knows No Ceiling