【株価急騰】浜松ホトニクスはまだ買える?AI・半導体の裏本命を徹底解説
🎉 Celebrating 200,000 YouTube Subscribers [Until July 26th] Half-Price Membership Fee Campaign! ▼Details Here https://p.tsubame104.com/cplp2607yt/ ↓ ↓↓Receive Newsletter & Bonuses Here↓↓ https://tsubame104.com/mail_magazine?... 0:00 [Stock Price Surge] Is Hamamatsu Photonics Still a Good Buy? A Thorough Explanation of the Hidden Star in AI and Semiconductors 1:50 The Generative AI Boom Hits Hard, Selling Semiconductor Failure Analysis Equipment Likely to Become a Huge Selling Item 7:29 Also Benefiting from the Construction Boom of AI Data Centers 17:02 Holding Key Devices for Quantum Computers 27:33 Summary Hamamatsu Photonics' stock price moved significantly following its earnings announcement. While the market is focusing on it as an "optoelectronic fusion" and "AI/semiconductor-related stock," a closer look reveals it's not just a theme stock. From semiconductor failure analysis equipment and non-destructive testing for AI data centers to the future field of quantum computing, Hamamatsu Photonics' optical technology supports a variety of growth markets from behind the scenes. In this video, we calmly analyze why Hamamatsu Photonics can be called a "hidden gem" in AI and semiconductors, and whether it's still a good stock to buy after its recent surge. Unleash your "analytical desire"! Prizes for good analyses! Discord community "Tsubame Investment Advisory | Research Lab Project" is here: https://x.gd/cqiTm ■Shunsuke Kakoi's background and Tsubame Investment Advisory's investment methods • 栫井駿介の経歴とつばめ投資顧問の投資手法・実績 **Free Email Newsletter** Tsubame Investment Advisory practices and recommends long-term investing that increases assets by finding "excellent companies" and "holding" their stocks. Receive the latest information from Tsubame Investment Advisory and aim for "investing that makes you happy"! ☆Newsletter Registration Benefits☆ ① "The Book to Read Before Becoming a Loser in the Stock Market" ② "The Gateway to Becoming a Long-Term Investor - 7 Days to Get Closer to the Real Thing" **For Those Seriously Committed to Long-Term Investing** Tsubame Investment Advisory's paid membership service is a community for those serious about long-term investing. By joining, you can gain knowledge about excellent stocks, investment timing, and how to find them yourself. ■Paid Membership Service Here https://p.tsubame104.com/ **Recommended Securities Company (PR)** SBI Securities Account Opening https://ad2.trafficgate.net/t/r/281/1... ・An online securities company with a high market share in domestic individual stock trading ・Industry's lowest commission fees ・Free account opening **Official Website & SNS** You can find the latest information from Tsubame Investment Advisory on various channels. Official Website https://tsubame104.com/ Twitter / tsubame104 Facebook / tsubame104 LINE Official Account PC: https://lin.ee/gKHmS61 Smartphone ID Search: @dss6527p ★Books published by Tsubame Investment Advisors★ Amazon Page https://amzn.to/3TjbLDL ★Media Appearance Requests Here★ CLOUDCASTING https://cloudcasting.jp/invitation/Nj... ★Consultations on Corporate IR for Individual Investors★ Inquiries https://tsubame104.com/%E3%81%8A%E5%9... **For Those Who Want to Learn Long-Term Investing** If you want to seriously practice long-term investing, let's study! Investor Training Project (YouTube Playlist) https://bit.ly/31j9UEg Long-Term Investment Master Course through Corporate Analysis (Paid Video) https://x.gd/p4UNL #TsubameInvestmentAdvisory #StockInvestment #HamamatsuPhotonics --------- Tsubame Investment Advisory LLC Kanto Local Finance Bureau (Financial Instruments Business) No. 2932 Financial Instruments Business Operator (Investment Advisory and Agency Business) Member Association: Japan Asset Management Association Regarding Risks Related to Investment Advisory Contracts Information provided on our website and via email does not constitute buy/sell recommendations. When actually buying or selling investment products, please consider your own financial resources and use the information at your own discretion and responsibility. We cannot assume any responsibility for the results of investments made by users based on the information provided. Please carefully read the pre-contractual disclosure documents and customer materials regarding fees, risks, etc., for details. ---------

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【半導体まだ強い】「騒いでいるのは株式市場だけ」…踊らされる投資家/キオクシアが「劣勢」に?/「ポスト半導体」銘柄は銀行・⚫︎⚫︎株/中国AIの強さは本物/NVIDIA「裏の思惑」《大川智宏×大山聡》

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【徹底深堀】浜松ホトニクス(6965)光半導体事業の競合、棲み分け、強みについて徹底解説!

【株 初心者】上がる株は四季報のココ3つだけ見れば見抜けます
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【初耳怪談】※闇バイト※衝撃体験!!《カルト宅に強盗》した男の末路※ガチ恐怖※凄惨すぎる呪いの儀式にスタジオ騒然…【夜馬裕】【島田秀平】【ナナフシギ】【響洋平】【牛抱せん夏】
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好業績なのに株価急落?SBI新生銀行・ソニーFG・楽天銀行に何が起きているのか

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三菱重工業の下げ方がヤバすぎる!テーマ株として今後大化けもある?

