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With the growing demand for AI, power supply is becoming an issue. Existing clean energy alone is not enough, and small modular reactors (SMRs) are expected to be the new solution. In this context, we will focus on OKLO, an investment by OpenAI CEO Sam Altman, and delve deeper into its business, unique strengths, and future prospects.

Guidewire Software is a leader in the digital transformation (DX) of the insurance industry and its growth is accelerating. This article details Guidewire's business, strengths, and prospects, and explores its attractiveness as an investment.

As the convergence of healthcare and AI attracts attention, Butterfly Networks (BFLY) is revolutionizing healthcare with its innovative portable ultrasound machines. This article delves into the company's business, strengths, and future potential, and explains why we expect the company to grow in the future.

AppLovin (AppLovin) provides an advertising monetization platform for mobile apps, and after achieving stable profitability, its stock price grew rapidly. The company is a fast-growing player in the mobile gaming market and is gaining attention for its innovative business model. We will delve into the details of AppLovin's business, its unique strengths, and its future prospects.

We take a closer look at Nu Holdings (NU), a fintech company that is experiencing phenomenal growth in its quest to expand access to finance in the Latin American market, its operations, unique strengths, and future prospects.

As the AI semiconductor market grows rapidly and industry leaders such as NVIDIA are attracting attention, Marvell Technology is also expected to be a leader with its unique technological innovations. Here, we will take a deeper look at Marvell Technology's business operations and take a closer look at its unique strengths and differentiating factors that are particularly noteworthy, as well as its future growth and prospects in the rapidly changing semiconductor industry.

Oscar Health (OSCR) is a high-profile health tech company offering advanced health insurance services utilizing virtual care and AI. This article details Oscar Health's business, unique strengths, and growth potential, and explores the company's potential as an investment.