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Semiconductor stocks (SOX) are generating more than three times the return of Orkan! How to invest in semiconductor stock-related investment trusts and ETFs with the new NISA? We'll thoroughly compare popular investment trusts and ETFs for the new NISA! Gako Channel has started a Voicy channel! You can listen for free. Please register here 👇 https://r.voicy.jp/ByKor73zVnx Gako Channel has launched a note membership where we'll talk about behind-the-scenes stories and honest opinions that we can't discuss on YouTube! Please register for our membership 👇 https://note.com/garko_okane/membersh... 📘✨Please check out Garko's book, published by KADAOKAWA in April 2026✨📘 https://amzn.asia/d/0dJLkjfz 📘✨Please check out Garko's book, published by Fusosha in July 2025✨📘 Amazon: https://amzn.asia/d/fNrCz6n ■Announcement ① Would you like to become friends with Garko via email? We explain difficult daily economic news in an easy-to-understand way! Register for the official email newsletter here → https://garko.jp/p/r/c2wdZUQV ■Announcement ② Would you like to become friends with Garko on LINE? Get 6 amazing free gifts to help you build your assets! ✨🎁 Register for our official LINE account here ↓ https://lin.ee/LwYirw4 ■Announcement ③ We've finally started using "X (formerly Twitter)" and "Instagram." Please follow us! 🙇 → X: https://x.com/garko_otoku Instagram:   / garkookane   ■Table of Contents 00:00 | Opening 02:08 | 1. Will it move 70% of the S&P 500!? Semiconductor stocks will be strong in 2026! 08:23 | 2. Who are the main players in the semiconductor market? A thorough breakdown of the industry! 11:40 | 3. A thorough comparison of 4 popular semiconductor-related investment trusts under the new NISA! 18:12 | 4. What are the options for domestic ETFs? More than 10 times in one year! Ultra-Aggressive SOXL 22:37 | 5. Should I Invest in Semiconductor Funds? Organizing the Decision Criteria in 5 Steps ■Referenced Sites Reuters: Semiconductor Stocks Lead S&P 500 Rise, Accounting for About 70% of Market Capitalization Increase https://www.reuters.com/business/sizz... Reuters: UBS Raises S&P 500 Target to 7,900. AI data center and semiconductor demand mentioned https://www.reuters.com/business/ubs-... IDC: Semiconductor market to expand to over $1 trillion due to AI infrastructure demand https://www.idc.com/resource-center/b... ld-ai-infrastructure-drives-market-growth/ Gartner: Global semiconductor sales to exceed $1.3 trillion in 2026 https://www.gartner.com/en/newsroom/p... ⸻ CPU Renaissance / AI Agent Related Counterpoint Research: AI Agent-Driven CPU Renaissance: AMD Outperforms Intel https://counterpointresearch.com/en/i... ⸻ SOX Index and Index Specifications Nasdaq: PHLX Semiconductor Sector Index / SOX Overview https://indexes.nasdaqomx.com/Index/O... Nasdaq: SOX Index Methodology https://indexes.nasdaqomx.com/docs/me... Investing.com: PHLX Semiconductor Index Constituent Stocks https://www.investing.com/indices/phl... TradingView: SOX Index Constituent Stocks https://www.tradingview.com/symbols/N... ⸻ Nikkei Semiconductor Stock Index Nikkei Inc. Index: Nikkei Semiconductor Stock Index Constituent Stocks https://indexes.nikkei.co.jp/nkave/in... Nikkei Inc. Index: Nikkei Semiconductor Stock Index Profile https://indexes.nikkei.co.jp/en/nkave... Nikkei Inc. Index: Nikkei Semiconductor Stock Index Calculation Guidelines and Guidebook https://indexes.nikkei.co.jp/nkave/ar... ⸻ Investment Trust Data Rakuten Securities: Nissei SOX Index Fund https://www.rakuten-sec.co.jp/web/fun... Rakuten Securities: Rakuten Plus SOX Index Fund https://www.rakuten-sec.co.jp/web/fun... Minkabu Investment Trust: eMAXIS Nikkei Semiconductor Stock Index Return/Risk https://itf.minkabu.jp/fund/03311247/... Monex Securities: eMAXIS Nikkei Semiconductor Stock Index https://fund.monex.co.jp/detail/03311247 Monex Securities: Nomura Global Sector Investment Series: Global Semiconductor Stock Investment https://fund.monex.co.jp/detail/01313098 Nomura Asset Management: Nomura Global Sector Investment Series: Global Semiconductor Stock Investment https://www.nomura-am.co.jp/fund/fund... ⸻ Domestic ETF Data Global X: Global X Semiconductor ETF 2243 https://globalxetfs.co.jp/funds/2243/... Nomura Asset Management: NEXT FUNDS Nikkei Semiconductor ...