Stock Themes

As the convergence of AI and energy accelerates, global demand for electric power is expanding at an unprecedented speed. We carefully select growth stocks in the U.S. and Japan that are attracting attention in the fields of renewable energy, energy storage, and smart grids, and pick them up as AI energy and power-related stocks.

Introducing AI robotics-related stocks by field, which are expected to grow in the new era created by artificial intelligence (AI) and robotics. Notable companies with advanced technologies and high growth potential are introduced by category.

The space industry has grown significantly through public-private partnerships and private enterprise. The return of the Trump administration has also brought attention to the desire to explore Mars. Here are some space-related stocks to watch by category.

With the quantum computer field once again attracting attention as technological progress and a path to practical application begin to emerge, we pick up related stocks (U.S. & Japanese stocks) that are seeing technological progress and sales growth Expectations for next-generation growth areas through synergistic effects with AI.

The price of gold (Gold) has risen much faster than the S&P 500, and its potential is being reevaluated. Gold is now attracting attention not only as a safe-haven asset, but also as a promising investment with the potential for capital gains from rising prices. Here, we delve into the key points to keep in mind when investing in gold (gold) and investment options.

BRICS Pay, a new digital payment system by the BRICS countries, provides a framework for international payments that is not dependent on the dollar. Since it will be an important topic for U.S. equity investment in the future, we investigated its concept and structure.

As the rapid development of AI highlights the challenges of power supply, small modular reactors (SMRs) are expected to be the next-generation solution SMRs have the potential to provide the clean and stable power needed for the AI industry, and we will delve into related stocks.

Security risks are increasing along with the evolution of AI. Companies are expected to take steps to prevent these risks, and cybersecurity is a field that is expected to grow in the future. Here, we pick up advanced security-related stocks that we believe have high growth potential and explain them in detail.

We delve into sectors and individual stocks that are good buys during the U.S. rate cut phase. The timing of the shift from higher to lower interest rates makes it very difficult to select stocks, but it is also a great opportunity. Please refer to the following section to select the best stocks and ETFs for your investment.

Blue ammonia" is attracting attention as a CO2-free and highly sustainable energy source. This article details its advantages and disadvantages, technical challenges, and future prospects, and delves into investment opportunities in blue ammonia-related stocks.