Are You Struggling to Decide “What to Buy” in the AI Investment Space?

While voices proclaiming that “AI is the way to riches” are everywhere, do you feel your financial footing is beginning to waver? The accelerating depreciation of the yen acts as an “invisible thief,” quietly eroding the value of the Japanese yen we have worked so hard to accumulate.

“I’m interested in U.S. stocks and AI-related equities. But isn’t jumping into high-priced semiconductor stocks now like rushing into a party just as it’s ending?”

If you feel this hesitation, it is proof that you are an earnest and level-headed investor. However, what if being paralyzed by market noise is actually inviting the greatest risk of all: “opportunity loss”? By the time you finish reading this article, your clarity regarding AI investment will change dramatically, leaving you with a sense of conviction as if the fog has finally lifted.

The Iron Rule of Winners: The “Pick and Shovel” Strategy

Currently, the billionaires who dominate the global markets are quietly but steadily increasing their positions in one specific area. They are not investing in the companies building flashy AI applications; they are investing in the “infrastructure” that is absolutely essential to run the massive “intelligence factories” of AI.

In the world of investing, this is known as the “Pick and Shovel” strategy. It originates from the 18th-century Gold Rush, where the merchants who sold shovels to the dreamers seeking gold built more consistent and immense wealth than the prospectors themselves.

In the modern AI gold rush, the “ultimate shovel” is manufactured almost exclusively by the world’s largest semiconductor foundry, TSMC (Taiwan Semiconductor Manufacturing Company). Why is this stock considered the “final correct answer” for professional investors? The reasons boil down to three facts:

  • Dominant Manufacturing Share: No matter how superior the chips designed by giants like NVIDIA, Apple, or Google may be, without TSMC’s ultra-precision factories, they remain nothing more than “castles in the air.”
  • The Choice of Billionaires: Battle-hardened minds, including Ken Griffin of the hedge fund titan Citadel, have placed this company at the heart of their portfolios. ⚠️
  • Compatibility with the New NISA: Utilizing the “Growth Investment Quota” to place capital not in a short-term fad, but in a “structural change of the world.” There is no strategy more rational or defensively sound.

Concrete Steps to Accelerate Wealth Formation

You must not let the storm of the AI revolution pass you by while you simply watch from the sidelines. To catch this wind in your sails and accelerate your asset growth, it is essential to first refine your own “investment platform.”

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Why are such learning opportunities and tools necessary now? Because we live in an era where information disparity directly translates to “wealth disparity.” Venturing into rough seas without a reliable compass is not investing; it is merely gambling.

The Fruits Belong to Those Who Act “Now,” Not “Someday”

In the world of investing, there is a truth that is both cruel and perfectly fair: the “timing of your start” dictates the majority of your results.

By the time the AI market has fully matured and everyone speaks of it as an “obvious investment,” the sweet nectar enjoyed by early adopters will have long been depleted. While you postpone action with excuses like “I haven’t studied enough” or “I’ll wait for the yen to stabilize,” the redistribution of wealth is progressing minute by minute. 📉

Taking the Future into Your Own Hands

Even amidst the complexities of global affairs, if you accumulate cold, data-driven decisions, the path will naturally reveal itself. Here at “Shironegi Tech,” we aim to provide sharpened insights so that you are not just a bystander, but a protagonist in this historic transformation.

Wealth formation is not accomplished in a day. However, the step you take today could be the decisive move that saves your future self in a few years. Why not start by entrusting your future to the “intrinsic value” that the professionals are watching?

Disclaimer: This article is intended for informational purposes only and does not constitute an invitation or advice to invest. Investment decisions should be made at your own discretion.

This article is also available in Japanese.