$Toyota Motor(7203.JP)$I can't stop falling.Unauthorized discoveries surrounding certification tests are importantThen, what is the stock price20% drop from year-to-date highI did it. To Toyota stocks that are looking for a lower priceIs there a chance for a contrarian fight。Inspection from the perspective of impact on financial results due to certification fraud and stock price valuationI'll do it. by analystsIn addition to target stock price revisions, check trading trends of overseas investorsI'll do it.
● Stock prices fell 20% from high prices due to certification fraud
In the Toyota Group $Hino Motors(7205.JP)$Ya $Toyota Industries(6201.JP)$Fraud was discovered one after another due to the certification “type designation” required for mass production by Daihatsu Motor and others.On 6/3, it was discovered that inappropriate behavior was found in the certification test for the Toyota main body. The company was found to be fraudulentShipments and sales of the 3 models were suspended from the 3rd, and production was suspended from 6/6It was announced that it would be (until the 28th). On 6/17, it became clear that production would continue to be suspended until the end of July, and stock prices fell further. There was a slight backlash after 6/18.Shareholders' Meeting on June 18ButSuccessfully passed the eventand then...

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...

US stocks continue to rise。Inflation is slowing、Expectations of interest rate cuts continue、There are three signatures of good performanceit's for. In particular, good performance has dispelled concerns about high valuations.
At your feet3 notable AI-related stocks, a major semiconductor company $Broadcom(AVGO.US)$, the software giant's $Adobe(ADBE.US)$with $Oracle(ORCL.US)$ButAll together is a good settlementannounced.Both stock prices surged 10% or more compared to the previous day。
OfBroadcomisThis year's AI semiconductor sales forecast was revised upward from the previous 10 billion dollars to 11 billion dollarsI did it. There is a possibility that Broadcom has emerged as a rival to NVIDIA, which is leading the way in terms of AI semiconductor sales.Good performanceWith the announcement of the split, it seems that developments that test high stock prices will continueThat's it.AdobeisThe full-year outlook was revised upwardThen, stock prices skyrocketed due to overtime trading on 6/13.It has fallen 23% year to date, and the sense of being late is still clearI can say that.It is expected that review purchases will continueIt will be done.Oraclealso showed strong demand in the AI field on 6/11, and it rose 13% the next day...

Selling NVIDIA, buying Apple
In the US market on June 11, $Apple(AAPL.US)$soared to 7.3%Then, it hit an all-time high. Meanwhile, $NVIDIA(NVDA.US)$fell after hitting an all-time high,0.8% lowerIt became. It looks like NVIDIA, which is the leader of the winning team due to the AI boom, and Apple, which has been branded as a loser, have been reversed.
Is “selling NVIDIA, buying Apple” for 1 day only, or is it a new trendWill it continue as Of the two companies that influence itOverall inspection of earnings forecasts and valuations, room for stock price increases, and stock supply and demandI'll do it.
Earnings Forecast
●Comparing the two companies
Even if you look at it in the short to medium to long term,NVIDIA's growth rate is overwhelmingly higher than Apple. Whereas NVIDIA's performance growth is expected to be appropriate as a representative growth stock, Apple is expected to remain in the single-digit range.
●Individual performance trends
★NVIDIA ★
・The growth rate (forecast) of earnings is expected to continue to be at a high level compared to other growth stocks when viewed in absolute terms. On the other hand, benefits...

Of a major cybersecurity company $CrowdStrike(CRWD.US)$ ) rose 7.3% on 6/10 and skyrocketed. Entering the S&P 500 index was good news. $NVIDIA(NVDA.US)$ It seems that the fact that stock prices were not as good as expected due to the first transaction after the split also had an effect.
Cloud Strike has a high level of attention as a representative cybersecurity stock.The sharp rise in Cloud Strike was an opportunity for cybersecurity stocks to review and buyIt looks like it will too.There is a sense that software stocks such as cybersecurity are lagging behind semiconductor stocks led by NVIDIAthat's it. According to the Bloomberg article, “hedge funds bought software stocks while selling semiconductor stocks benefiting from the AI boom last week.”It seems that purchases aimed at correcting delays have already been made。
Of the software stocks this time,Specialized in cybersecurity stocksThen,There is still room for improvement, and the earnings outlook is good...

Along with advances in generative AI (artificial intelligence), etc.Demand for data centers is growing rapidlyDoing it.4 major US cloud companies such as Amazon Web Serviceshas announced investment plans related to data centers in Japan one after another since the beginning of this year,The total amount is 4 trillion yenIt goes up to. Recently, $KDDI(9433.JP)$But $Datasection(3905.JP)$, rice $Super Micro Computer(SMCI.US)$along with $Sharp(6753.JP)$At the site of the factory (Sakai City)Asia's largest data center compatible with AI processingIt was announced that it was aiming for construction. $NVIDIA(NVDA.US)$It is said that the most advanced GPU will be adopted.
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest(6857.JP)$Ya $Ibiden(4062.JP)$, inspection equipment for servers...

$NVIDIA(NVDA.US)$ ofMarket capitalization surpassed 3 trillion dollars for the first time on 6/5Then, it surpassed Apple and rose to 2nd place in the world. This is the first semiconductor company to have a total market value of 3 trillion dollars. In response to the rapid advance of the king, in the US stock marketSemiconductor stocks rise in celebration mode for the first timeI showed it. Among the constituent stocks of the Philadelphia Semiconductor Stock Index (SOX Index)There are also stocks whose rate of increase surpassed NVIDIAThere were 10 brands.
If you look at those faces, NVIDIA suppliers stand out. For example, a major semiconductor contract manufacturer's $Taiwan Semiconductor(TSM.US)$and the memory giant's $Micron Technology(MU.US)$ , and provides semiconductor packaging and testing services $Amkor Technology(AMKR.US)$ that's it.
Also, N...

The king of AI semiconductors $NVIDIA(NVDA.US)$is doing well. Earnings and stock prices。
After announcing good financial results and stock splits on 5/22, NVIDIA shares23% increaseI did (until 6/4). Meanwhile, the Philadelphia Semiconductor Stock Index (SOX index) fell 0.2%. In other words, most semiconductor stocks are weak, and they are not benefiting from NVIDIA's good performance or stock appreciation.
(Second highest rate of increase $Coherent(COHR.US)$(The special factor of taking office as a new CEO also contributed)
This isA completely different view from when financial results were announced last timethat's it. Last timeNVIDIA rose 32%Not only did you do it,The SOX index also rose 12%。 $Advanced Micro Devices(AMD.US)$ Ya $Marvell Technology(MRVL.US)$ 、 $Micron Technology(MU.US)$ 、 $Taiwan Semiconductor(TSM.US)$AI-related stocks such as 10%...

Ahead of the general shareholders' meeting season, the level of attention is increasing year by year”Activist (talking shareholder)”. Shareholder proposals have been made to various companies this year as well,Most of the proposals are favorable to individual shareholdersIt has become.Stock prices can be expected to rise if activist proposals are passedOf course,Even if it is rejected, it can also be an opportunity to encourage companies to take measures that are aware of shareholders。
Excluding stable shareholders, who are often close to the corporate side, holds the key to whether shareholder proposals by activists are passedTrends in “floating stocks”that's it. A “shareholder first” proposal from an activistIf many floating stock holders support it, the shareholder proposal will passThat's going to happen.
Therefore, we received shareholder proposals from activists at the general shareholders' meeting in June, and from among the main stocks that the corporate side opposed the proposal,3 stocks with a high ratio of activist holdings and floating sharesI will pick it up.
◆ $Toyo Suisan Kaisha(2875.JP)$：Another activist agreed to the shareholder proposal,The trend of floating stocks close to 90%Is in focus
Japan Global Growth Partners Management in the US (...

The split is being scheduled for this weekend (*) $NVIDIA(NVDA.US)$ ofJenson Huang CEOPrior to the opening of the Taipei International Computer Fair (Computex)Keynote speech on June 2ndI did it.Next day, 6/3, NVIDIA shares rose 4.9%Then,All major supplier brands were also bought。
It was a lecture that spanned about 2 hours,What did CEO Juan say。In addition to the details, check out the companies involved in the “next wave” of AI that Mr. Huang emphasizedI tried it.
*NVIDIA announced that it would split 1 share into 10 shares when financial results were announced in late May. The last day to grant rights is scheduled for 6/7 (local time, same as below), and the date of revocation of rights is scheduled for 6/10.
What CEO Juan mainly talked about
● “A new era of computing has begun”, “The next industrial revolution has begun”
“All data centers will be accelerated (by AI accelerators or AI chips) in the near future”, “with almost every interaction with the internet or computer, somewhere...