【国山ハセン×新刊】街中『AIだらけ』のシリコンバレー｜それでも AI株を疑うべき理由
シリコンバレーがAI一色である現状を踏まえてもなお、AI株は疑うべきだと主張
7d +3.5% ✗30d in 22d90d in 82d
Most covered米国AI関連株 1 →Micron Technology 1 →Intel 1 →
The record
7 calls · newest first · every one links to its source【半導体の核心】メモリ銘柄急騰の背景とは？どうしてNVIDIAではなくMicron株が上昇するのか、GPUとHBMの関係を基本から整理！今後のAIメモリスーパーサイクル成立の可能性は？
【The Core of Semiconductors】What's behind the surge in memory stocks? Why is it Micron stock rising rather than NVIDIA? Sorting out the relationship between GPUs and HBM from the basics! Is an AI memory super cycle possible from here?
7d +7.2% ✓30d in 6d90d in 66d
【Intel決算】半導体の老舗インテルが超好決算で株価が急上昇！データセンターCPU需要でガイダンスを大幅更新。マスクとのTerafab構想は実現するのか？今後の見通しを徹底解説
[Intel Earnings] Veteran Semiconductor Maker Intel Posts Super-Strong Earnings and the Stock Soars! Guidance Sharply Revised on Data Center CPU Demand. Will the Terafab Concept With Musk Be Realized? A Thorough Explanation of the Outlook Ahead
7d +17.4% ✓30d in 6d90d in 66d
【エミン・ユルマズ】ドル円160円は通過点か？日銀利上げでも円安が止まらない「構造」と資産防衛術
[Emin Yurmaz] Is 160 yen to the dollar just a waypoint? The "structure" that keeps the yen weakening even with a BOJ rate hike, and asset-defense techniques
7d -2.5% ✗30d in 5d90d in 65d
【米国市場】イラン戦争終結は本当か？イラン攻撃と戦争終結を巡って市場は揺れる。強すぎる米国経済が利上げ期待を形成して半導体相場は調整へ。オラクル決算でAI投資の収益化は見えたか？
[US Market] Is the end of the Iran war for real? The market swings over the attack on Iran and the end of the war. A too-strong US economy forms rate-hike expectations and the semiconductor market heads into a correction. Did Oracle's earnings make the monetization of AI investment visible?
7d +3.1% ✗30d in 3d90d in 63d
【ちょる子の投資教室】ソフトバンクの時価総額日本一位の節目の日本株市場を資産4億円投資家はどう見るか？日経平均は上がる、されどバリューは上がらずは続くのか？
【Choruko's Investment Classroom】How Does an Investor With 400 Million Yen in Assets View the Japanese Stock Market at the Milestone of SoftBank Becoming No. 1 in Market Cap in Japan? Will the Nikkei Average Rise, Yet Value Not Rise, Continue?
7d +0.1% ✓30d in 3d90d in 63d
【ブラックロック】下半期はテック強気×金利に備える！世界最大の運用会社の最新投資戦略から学ぶ、今後の投資見通し
[BlackRock] Bullish on tech in the second half × prepare for interest rates! Future investment outlook, learned from the world's largest asset manager's latest investment strategy
7d -1.4% ✗30d in 1d90d in 61d