Matsui Securities Explains the Latest Trends in AI and Semiconductor Stocks, Leading the Market

Matsui Securities Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo, Representative Director, President and Executive Officer: Satoshi Warita, hereinafter "the Company") has started distributing a YouTube video content "Asset Management! Learn with Love" Season 20 ~ AI and Semiconductor Edition ~ on the official Matsui Securities YouTube channel (@MatsuiSecurities), which allows even beginners to enjoy learning about asset management.

In this season, continuing from the previous one, comedian Majical Love and individual investor Testa, who has achieved total profits exceeding 10 billion yen, will appear, and we will learn about "AI and semiconductor-related stocks" that are leading the stock market. We will invite Tomohiro Ohkawa, CEO of Smart Sword Oskar Group and Global Equity Strategist, as a lecturer.

This is the second time we have taken up semiconductors as a theme, following Season 12 released in June 2024. In this season, we will focus more deeply on the semiconductor manufacturing process and explain the role that major stocks leading the market play in the manufacturing process. In addition, we will introduce the growing demand for data centers, a major factor in the rapid rise of semiconductor stocks, and the changes that physical AI brings to society.

"Asset Management! Learn with Love" Season 20 #1: https://youtu.be/J6iYyK7TLSY

Official Matsui Securities YouTube Channel: https://www.youtube.com/@MatsuiSecurities

Highlights of "Asset Management! Learn with Love" Season 20 #1

In #1, we will review the differences between the "front-end" and "back-end" processes in semiconductor manufacturing and the stock price trends of companies related to each. While delving into the semiconductor manufacturing process, we will explain the surprising fact that TOTO, known as a sanitary ware manufacturer, has significantly increased its stock price due to semiconductor demand. By focusing on the manufacturing process, new ideas for semiconductor stock investment will emerge. Please see the main video for details.

Member-Exclusive Video (Scheduled for release on June 26, Fri.)

We will release a special video that can only be viewed by Matsui Securities account holders. This time, the theme is "Jobs that remain in the AI era." We will discuss job types that are likely to remain even as AI evolution accelerates. In the latter half of the video, we will introduce Mr. Ohkawa's views and analysis from the perspective of "Companies that remain in the AI era."

Member-exclusive videos can be viewed from the investment information media "Money Satellite" operated by Matsui Securities. Note that anyone can view it for one month from the release date.

Release Schedule

Total of 4 episodes

Release Date

Content

June 12 (Fri.)

#1 Semiconductors So Far

June 19 (Fri.)

#2 AI's Brain: Data Centers

June 26 (Fri.)

#3 Things Born and Disappearing with AI Evolution

June 26 (Fri.)

Member-Exclusive Video: Jobs That Remain in the AI Era

*Note: Release dates and content are subject to change without notice.

Performer Profiles

Majical Love (Noda Crystal / Murakami)

Formed in February 2007. Advanced to the finals of the M-1 Grand Prix in 2017, finishing last, but won the M-1 Grand Prix in 2020. Advanced to the finals of King of Comedy in 2018 and 2021.

Noda Crystal also won the R-1 Grand Prix in 2020, making her the first finalist in all three competitions in history.

Testa

Started investing in stocks with an initial capital of 3 million yen in 2005, continuing to grow assets through scalping with little influence from overall market trends. In recent years, with the expansion of assets, has also engaged in swing and medium-to-long-term fundamental investment with different time axes. Cumulative profits to date are approximately 10 billion yen.

Sada Shipo

Born in 1993, from Osaka Prefecture. Joined Setouchi Sea Broadcasting (KSB) as an announcer. Later became freelance. Started individual stock investment herself as a trigger for appearing in market programs, and is now appearing in numerous media outlets such as economic programs. Appears in Matsui Securities' CMs and expresses the joys and troubles of investing as a "stock-loving announcer."

X (formerly Twitter): @shiho_312

YouTube: "Sada Shipo's Baribari Legend"

Tomohiro Ohkawa

After working at Nomura Research Institute, JP Morgan Asset Management, Credit Suisse Securities, and UBS Securities, he established the independent research company Smart Sword Oskar Group. Currently, he is the CEO and Global Equity Strategist. His specialty is stock market prediction and investment strategy formulation based on quantitative analysis. He has appeared in numerous economic programs such as Morning Satellite and Nikkei CNBC.

Official Matsui Securities YouTube Channel (@MatsuiSecurities)

The official Matsui Securities YouTube channel provides numerous video contents incorporating the essence of comedy to allow many people to enjoy learning about asset management.

Including "Asset Management! Learn with Love" featuring Majical Love, the winner of the 2020 M-1 Grand Prix, and "Stock Consultation Variety Show: The Unreservable Stock Consultation Office," which solves various troubles related to stock investment with experts, we publish over 70 videos annually. As of June 2026, the number of channel subscribers has exceeded 800,000.

Matsui Securities aims to provide products and services overflowing with ideas that make investing fun, supporting customers' rich lives through investment experience.

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