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個人投資家・有限亭玉介:量子コンピュータ・AIなどに関わるテーマ株が注目される相場【FISCOソーシャルレポーター】

Individual investor, Limited Company Gyokusuke: Stocks related to GAINIANBANKUAI, AI, ETC are attracting attention in the market [FISCO Social Reporter].

Fisco Japan ·  Dec 28 09:00

The following is a comment written by individual investor "G有限亭玉介" of Fisco Social Reporter (blog: Profitable Stock Information "Cat Husband's Stocks are Limitlessly High"). At Fisco, efforts are made to actively disseminate diverse information to investors by collaborating with individuals who proactively share information.

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※Written on December 23, 2024, at 13:00.

On December 10, Google announced that its quantum Computer could complete a calculation that would take a supercomputer about 10 to the power of 25 years in just 5 minutes. In response, it seems that Japan's quantum Computer-related stocks were also sought after.

Once again, my name is G有限亭玉介, and I am writing the stock and cat blog "Profitable Stock Information 'Cat Husband's Stocks are Limitlessly High'."

In 2022, research related to quantum Computers received the Nobel Prize in Physics, leading to a surge in related stocks in the Japanese stock market. Although often referred to as quantum Computers, many people may recognize them as a mysterious type of high-precision Computer.

Perhaps due to this, the supercomputer Fugaku is frequently featured in the News of individual stocks, but there are not many Japanese companies related to quantum Computers that come to mind. Is Japan falling behind in this field similar to AI? It is hoped that Japanese companies will strive hard, and I believe the Japanese government should invest in Universities and companies.

It is said that utilizing Google's new chip "Willow" will significantly reduce calculation errors in quantum Computers, showing that Google is pioneering in the quantum Computer field globally. Given the compatibility between Google's AI technology and quantum Computers, the company's technological innovations may continue.

Now, when selecting stocks based on themes, there can be a tendency to invest based on the atmosphere without thoroughly investigating technical aspects or industry share, which can lead to trends that fade quickly. Checking performance and market popularity should not be neglected. Monitoring whether individual investors focus on AI and quantum Computer related stocks will be strengthened.

Recently, Nf HD <6864> has moved significantly from a bottoming area, and the low noise signal processing system seems to have expectations related to quantum Computer. It's being closely watched to see if it can maintain an upward trend in the mid to long term above the 25-day and 75-day moving averages.

Ubiquitous AI <3858>, which develops embedded software, has also bounced back from its bottom. If performance stabilizes from here, there is a possibility of being selected alongside themes related to quantum Computer and AI. Small-cap stocks stand out for their agility.

Tsuzuki Electric <8157>, focusing on DX support and information systems, has recently updated its year-to-date high. On December 12, it is anticipated to announce the start of the in-house document search service "amie" using generative AI, which has been viewed positively.

Needs Well <3992>, which received favorable responses for its mid-term plan announced on December 16, including a target price of 600 yen and shareholder returns, opened a window and began to move afterward. It has announced the start of providing an automatic document generation solution "FSGen" on January 1, 2025, which will contribute to performance and is exciting to watch as it aims to form an upward trend from the bottoming area.

ZETA <6031>, which develops and sells digital marketing solutions utilizing AI, announced an upward revision on December 18. The trend of increasing dividends is also noted, and attention is being paid to how the financial estimates for the fiscal year ending December 2025 will turn out.

Finally, pluszero <5132> had favorable earnings on December 11. Since the earnings report, the Candlestick chart (daily) seems to be forming a gradual upward trend. The company, which provides solutions that integrally utilize various technologies centered on AI and IT, will likely continue to attract interest as an AI-related stock.

Well, the story has become a bit long, but on my blog, I introduce "individual stocks and theme stocks that are currently strong". Please take a look if you have time. We look forward to welcoming you with our beloved cat, "Al".

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Author name: Yūgentō Gyokusuke

Blog name: The Cat Husband's Stocks are Limitless

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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