Below is a comment written by individual investor “Sanasae” (blog: “Sanasae's Beautiful Investment Life”) of FISCO Social Reporter. At FISCO, we are working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.

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※Written on January 9, 2025 at 8:00

Good morning and evening, everyone. One week has already passed since 2025 started, but apparently I'm still in the middle of additional time for general cleaning. I'm excited for this year too, it's Sanasae. It will soon be 3 years since the serialization of this article, spelled out by an Arafo female investor of the “Stock 1GP Grand Champion Tournament Runner-up (FY21)” hosted by Yukan Fuji (suspended), will soon be serialized for 3 years... this is the 103rd time. Along with the title column, I will introduce recent notable stocks.

＜Small and medium stocks becoming popular as predicted＞

According to the strategy for year-end distribution, “Since domestic investors and domestic investors are the main players in the year-end and New Year market, let's aim for stocks that are likely to become extremely popular!” I did, but apparently that's how it unfolded.

For example, is it related to quantum computers? On December 9 last year, it was reported that the calculation that took 10 25 years (25 zeros after 1) was solved in just 3 minutes by the new chip “Willow (Willow)” developed by Google under the umbrella of the American alphabet ＜GOOG＞ in about 3 minutes, and stocks related to the United States were searched all at once. This spread to the year-end and New Year holidays and the Japanese market, and Fixstars ＜3687＞, ubiquitous AI ＜3858＞, Terasky ＜3915＞, SEC ＜3741＞, etc. were rapidly rising all at once, with NF HD ＜6864＞, which has also been called symbol stock. However, on 1/8, NVIDIA ＜NVDA＞ CEO Jensen Hwang expressed the view that “practical application of quantum computers will be about 20 years from now,” and there are times when the American-related stocks described above plummet overnight... stocks continue to be scary (tears). Nevertheless, as a matter of fact, it is also a trend that has begun due to the progress of quantum computers, so I see the possibility that this relationship will form an impetus.

Other than that, speaking of small and medium-sized stocks that have become popular since the beginning of the year, are they related to AI, cybersecurity, and semiconductors? This time, I will mainly pick up stocks that I paid attention to during the New Year's market and introduce them.

＜Pick up from popular theme stocks ＞

First of all, IPOs involving AI are moving forward, so be sure to check them out. First, the AI venture Sapeet ＜269a＞ from the University of Tokyo. It was announced that the fitness service “MIRROR FIT.,” which utilizes next-generation smart mirrors, and the AI posture analysis system operated by the company will link with an API, and it is attracting attention. Similarly, Cuckleb Advisors ＜276A＞, which handles real estate tech systems utilizing AI, is also developing to chase new prices, probably due to expectations for market expansion for “real estate tech.” Currently, I would like to take a look at the “Mobility DX Strategy” formulated by the Ministry of Economy, Trade and Industry, and WillsMart (175A), which is highly anticipated as a transportation IoT company.

Next, it's cybersecurity-related. In response to the cyber attack on JAL at the end of the year, FFRI Security ＜3692＞, Cybertrust ＜4498＞, and Cybersecurity Cloud ＜4493＞ have been operating, and these will continue to be monitored this year. As the spread and development of AI is regarded as the foundation for a new industrial revolution, this is an important section for its operation.

Also, semiconductor-related products are being bought again due to news flows such as the popularity of NVIDIA and requests by American high-tech industry groups to ban semiconductor regulations for AI. KIOXIA HD ＜285A＞, which is the most recent IPO, is likely to become popular. In addition to the fact that it is in the blue market, it seems that the price will increase by receiving speculative funds from home and abroad. Also, we are paying attention to Marumae ＜6264＞, which handles vacuum parts, which are core products of semiconductor manufacturing equipment that are emerging from the bottom price range, and Technicco ＜2962＞, which is expected for semiconductor heatsinks (heat dissipating materials/components) for AI.

The last one is a bonus... Migaro HD ＜5535＞, Global Link Management ＜3486＞, and Cosmos Ini ＜8844＞ are also being checked for chart strength and cheapness in relation to investment real estate in the Tokyo metropolitan area, which is being attacked by overseas funds.

Yes, I really want to introduce a lot more... that's all for now.

In my recent blog, in addition to the stocks introduced above, I also pick up “3 notable stocks” every month as “Sanasae's one-person stock 1GP,” and measure the price range every weekend. Of course, there are a wide variety of stories other than stocks... feel free to do so even if you see something scary (laughs). well then. Have a nice trade.

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Author name: Sana Sae

Blog name: “Sanasae's Beautiful Investment Life”