Investment in the U.S.

We take an in-depth look at the business, unique strengths, and future prospects of HIMS & HERS Health (HIMS), a fast-growing healthcare stock. HIMS & Hers is an industry force to be reckoned with, specializing in telehealth and sensitive personalized medicine.

Celestica is a leading company in the electronics manufacturing services (EMS) sector, playing a key role in growing markets such as cloud computing, AI, medical devices, and aerospace. This article will delve into Celestica's business, strengths, and future prospects.

IonQ (IonQ) is a startup with innovative technology in the field of quantum computing; with the evolution of AI, the next breakthrough in quantum computing is expected, and IonQ is a key player in this field. This article details its business, competitive advantages, and future prospects.

Iridium Communications is a leader in satellite communications in remote and under-infrastructured areas, and is accelerating its growth in line with the demand for communications in remote areas and the growing 5G and IoT markets. This article details the business, competitive advantages, and future prospects.

Introduction As the demand for AI rapidly expands, the problem of power supply is becoming more serious. The operation of data centers requires an enormous amount of electricity, and it is difficult to meet this demand with current clean energy alone. In particular, there is an urgent need for a stable, large-volume power supply...

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.