【爆伸びでも要注意？】元東芝担当アナリストが「キオクシア」の強みと弱みを解説！利益成長は続くのか／半導体株はバブル？AI需要とメモリ市場の行方を元機関投資家が分析《泉田良輔×佐田志歩》

▼For real estate investment, use the "Rakumachi App," which boasts the No. 1 number of income-generating properties!▼ https://www.rakumachi.jp/r/yhttr4ve?u... ▼Click here for Part 1▼    • 【テンバガー発掘】10倍株3つの条件！ROEと成長性で分析せよ／テンバガーが出やすい...   ▼Click here for Izumida's YouTube channel▼ Izumidaism    / @izumidaizm   ▼Recommended related videos▼    • 【高橋洋一×武者陵司×須田慎一郎】日経平均65000円は「序章」／AI革命で日本経済...      • 【元手200万円→10億円】暴落時に7億減らすも再び10億円に到達！／「割安×成長×...      • 【キオクシア急騰】元エンジニアが爆益の正体を徹底解剖／半導体バブルは異常事態も…「ま...   ▼More practical and useful videos are being distributed! ▼ Click here for details on "Rakumachi Premium" https://www.rakumachi.jp/lp/premium_s... Monthly plan: 3300 yen Annual plan: 29800 yen (one-time annual payment) ▼For those considering advertising/PR on Rakumachi Channel, click here▼ https://www.rakumachi.jp/r/jvmfqqsc -[Chapters]- 00:00 Opening 01:15 Background of the Semiconductor Boom 05:07 Overheating of Semiconductor Stocks 09:24 Kioxia's Strengths and Growth Potential 18:36 Kioxia: Differences from Competitors 21:51 Has the Silicon Cycle Disappeared? 23:57 Investment Risks of Semiconductor Stocks --- 【No Clipping or Reposting】 Clipping, re-editing, and reposting of videos on Rakumachi Channel are strictly prohibited. [Rakumachi] Official Website: https://www.rakumachi.jp/?uiaid=youtube [Official Social Media] X (formerly Twitter):   / rakumachinews   LINE@: https://page.line.me/nyb2478b TikTok:   / rakumachi.jp   Facebook:   / rakumachi   Instagram:   / rakumachi   [Operated by] Rakumachi Co., Ltd. Official Website: https://rakumachi.co.jp/?uiaid=youtube #Ryosuke Izumida #Shiho Sada #Kioxia #Rakumachi #RealEstateInvestment *'Number 1 in Number of Properties': According to Japan Marketing Research Organization (August 2025)