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楽待 RAKUMACHI

Publishes in JA · 134 graded calls · YouTube ↗ ·
30YUCKYBooger Score · 50 is a coin flip

50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.

A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.

yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.

Most coveredNikkei 225 15Japanese yen 13S&P500 9

30d record, oldest first

The record

139 calls · newest first · every one links to its source
2026-08-29GoldGC=F▲ up

【ゴールド上昇】5000ドル到達後に暴騰!? 今は「嵐の前の静けさ」/なぜ金利高でも価格上昇するのか/虫の目・魚の目・鳥の目で見よ/中央銀行、財政政策、金融政策の影響《豊島逸夫×池水雄一×大橋ひろこ》

[Gold rises] A surge after reaching $5,000!? Right now is "the calm before the storm" / Why prices rise even with high interest rates / Look with the insect's eye, the fish's eye, and the bird's eye / The impact of central banks, fiscal policy, and monetary policy 《Itsuo Toshima × Yuichi Ikemizu × Hiroko Ohashi》

7d -0.8% 30d in 14d90d in 74d
2026-08-26Japanese megabank stocks8306.T▲ up

【銀行株】住宅ローン金利4%は「まだ序章」!?政策金利2%の世界/金利上昇だけじゃない、メガバンク株絶好調の理由/再編続く地銀の勝ち筋は?《元トップ銀行アナリスト・野崎浩成×大川智宏》

[Bank Stocks] A 4% mortgage rate is "still just the prologue"!? A world of 2% policy rates / It's not just rising rates — the reason megabank shares are in top form / What's the winning path for regional banks amid ongoing consolidation? 《Former top bank analyst Hironari Nozaki × Tomohiro Okawa》

7d +2.9% 30d in 11d90d in 71d
2026-08-17ispace9348.T▲ up

【国策に売りなし】エミン・ユルマズも期待の100兆円市場/月面開発の日本代表・ispaceが握る地政学のカギ/日経平均30万円、米中新冷戦時代の主役は宇宙《袴田武史×エミン・ユルマズ》

【Don't Sell Against National Policy】The 100 trillion yen market that even Emin Yurumazu has hopes for / ispace, Japan's representative in lunar development, holds the key to geopolitics / Nikkei average 300,000 yen, the lead role in the new US-China Cold War era is space 《Takeshi Hakamada × Emin Yurumazu》

7d -2.3% 30d in 2d90d in 62d
2026-08-15Japanese residential real estate prices1343.T▼ down

【不動産業界のAI革命】2030年代、不動産価格は急落⁉︎/AIとロボットが変える住宅の未来/空き家900万戸のゆくえ《牧野知弘の不動産インサイト「牧野知弘×吉田二郎 後編」》

【The AI Revolution in the Real Estate Industry】In the 2030s, will real estate prices plunge!? / AI and robots change the future of housing / The fate of 9 million vacant homes 《Tomohiro Makino's Real Estate Insight "Tomohiro Makino × Jiro Yoshida, Part 2"》

7d +0.1% 30d -2.4% 90d in 60d
2026-08-13Nintendo7974.T▲ up

【ゲーム株反発】任天堂「営業利益2.5倍」の好決算、狙い目はいつ?/カプコン・バンダイナムコが大幅続伸した理由/大底は6月25日?/メモリ価格高騰の影響《大川智宏×ゆず×佐田志歩》

【Game stocks rebound】Nintendo's strong results with "operating profit up 2.5x" — when is the buying opportunity?/Why Capcom and Bandai Namco extended their sharp gains/Was the bottom June 25?/The impact of soaring memory prices《Tomohiro Okawa × Yuzu × Shiho Sada》

7d +5.5% 30d -1.4% 90d in 58d
2026-08-11US hyperscaler corporate bondsLQD▼ down

【隠れ借金1.6兆ドル】米巨大テックの「簿外債務」が示すAIバブルの正体/株より賢い債券市場の警告/ハイパースケーラーの社債は「本当はジャンク」!?《エミン・ユルマズ×野沢春日②》

[$1.6 Trillion in Hidden Debt] The True Nature of the AI Bubble Shown by U.S. Big Tech's 'Off-Balance-Sheet Debt' / The Bond Market's Warning, Smarter Than Stocks / Hyperscalers' Corporate Bonds Are 'Really Junk'!? <<Emin Yurumazu × Nozawa Haruhi ②>>

7d -0.1% 30d -1.1% 90d in 56d
2026-08-10ViasatVSAT▲ up

【AI株の進化系】宇宙株 2〜3年で黒字化期待/AI・半導体銘柄と同じ流れが宇宙株に来る?/「宇宙株投資」は中長期で挑め/10年で250兆円市場へ《大川智宏のX倍テーマを探せ!》

[The Evolved Form of AI Stocks] Space Stocks Expected to Turn Profitable in 2–3 Years / Will the Same Flow as AI and Semiconductor Names Come to Space Stocks? / Take On "Space Stock Investing" over the Medium to Long Term / Toward a 250 Trillion Yen Market in 10 Years 《Tomohiro Okawa's Hunt for X-Fold Themes!》

7d -4.0% 30d -14.7% 90d in 55d
2026-08-10Planet LabsPL▲ up

【AI株の進化系】宇宙株 2〜3年で黒字化期待/AI・半導体銘柄と同じ流れが宇宙株に来る?/「宇宙株投資」は中長期で挑め/10年で250兆円市場へ《大川智宏のX倍テーマを探せ!》

[The Evolved Form of AI Stocks] Space Stocks Expected to Turn Profitable in 2–3 Years / Will the Same Flow as AI and Semiconductor Names Come to Space Stocks? / Take On "Space Stock Investing" over the Medium to Long Term / Toward a 250 Trillion Yen Market in 10 Years 《Tomohiro Okawa's Hunt for X-Fold Themes!》

7d +5.5% 30d -25.4% 90d in 55d
2026-08-10Rocket LabRKLB▲ up

【AI株の進化系】宇宙株 2〜3年で黒字化期待/AI・半導体銘柄と同じ流れが宇宙株に来る?/「宇宙株投資」は中長期で挑め/10年で250兆円市場へ《大川智宏のX倍テーマを探せ!》

[The Evolved Form of AI Stocks] Space Stocks Expected to Turn Profitable in 2–3 Years / Will the Same Flow as AI and Semiconductor Names Come to Space Stocks? / Take On "Space Stock Investing" over the Medium to Long Term / Toward a 250 Trillion Yen Market in 10 Years 《Tomohiro Okawa's Hunt for X-Fold Themes!》

7d +2.5% 30d -21.2% 90d in 55d
2026-08-08日本製鉄 (Nippon Steel)5401.T▲ up

【10倍株狙う激安銘柄】USスチール買収で日本製鉄まだ伸びる?/NTT、KDDI、ソフトバンク「インフレ時代はバリュー株優位」/手堅く稼げる「地味な成長株」4条件《窪田真之×kenmo》

[Dirt-Cheap Stocks Aiming for 10-Baggers] Can Nippon Steel still grow after the US Steel acquisition? / NTT, KDDI, SoftBank "Value stocks have the edge in the inflation era" / 4 conditions for "plain growth stocks" that earn solidly 《Masayuki Kubota × kenmo》

7d -2.8% 30d +1.2% 90d in 53d
2026-08-06S&P500^GSPC▼ down

【エミン・ユルマズ×田端信太郎】乱高下のAI半導体、逆襲か?崩壊か?/S&P500信者に危機せまる/株で儲けたら借金しろ!/富裕層が株→不動産に動くワケ/中古不動産投資をガチ検証【佐田志歩×杉山浩一】

【Emin Yurmaz × Shintaro Tabata】AI semiconductors swinging wildly — a counterattack? Or a collapse?/Crisis approaches S&P500 believers/If you make money in stocks, take on debt!/Why the wealthy are moving from stocks to real estate/A serious examination of used real estate investment【Shiho Sada × Koichi Sugiyama】

7d +1.1% 30d -0.5% 90d in 51d
2026-08-06原油CL=F▲ up

【エミン・ユルマズ×田端信太郎】乱高下のAI半導体、逆襲か?崩壊か?/S&P500信者に危機せまる/株で儲けたら借金しろ!/富裕層が株→不動産に動くワケ/中古不動産投資をガチ検証【佐田志歩×杉山浩一】

【Emin Yurmaz × Shintaro Tabata】AI semiconductors swinging wildly — a counterattack? Or a collapse?/Crisis approaches S&P500 believers/If you make money in stocks, take on debt!/Why the wealthy are moving from stocks to real estate/A serious examination of used real estate investment【Shiho Sada × Koichi Sugiyama】

7d +5.1% 30d +20.4% 90d in 51d
2026-08-06日本国債2510.T▲ up

【オルカン億り人】資産1億円「目指すものではない」/日経平均は「ほぼ個別銘柄」/退職金は運用すべき?資産形成の「ゴール」とは/「NISA貧乏」の落とし穴《オルカン生みの親・代田秀雄×篠田尚子》

【An All-Country 100-millionaire】100 million yen in assets is "not something to aim for"/The Nikkei average is "basically individual stocks"/Should you invest your retirement money? What is the "goal" of building assets/The pitfall of "NISA poverty"《Hideo Shirota, creator of Orukan × Naoko Shinoda》

7d -0.6% 30d -0.8% 90d in 51d
2026-08-03SaaS銘柄セクターIGV▲ up

【「超」成長株】半導体はもう買えない?2000億運用した「伝説のファンドマネージャー」が明かす成長株の絶対条件/次に来る「成長テーマ4選」と「成長株4つの特徴」《窪田真之×kenmo》

【"Super" growth stocks】Can you no longer buy semiconductors? The absolute conditions for growth stocks revealed by a "legendary fund manager" who ran 200 billion yen/"4 growth themes" coming next and "4 characteristics of growth stocks"《Masayuki Kubota × kenmo》

7d +7.8% 30d +6.2% 90d in 48d
2026-08-03Tokyo real estate1343.T▲ up

【東京の家は安すぎる】為替の影響で東京の家は4割引⁉︎/東京に「本当の都心」がない理由/世界と比べた日本の不動産《牧野知弘の不動産インサイト「牧野知弘×吉田二郎 前編」》

[Tokyo homes are too cheap] Are Tokyo homes 40% off thanks to exchange rates!? / Why Tokyo has no "real city center" / Japanese real estate compared with the world 《Tomohiro Makino's real estate insight "Tomohiro Makino × Jiro Yoshida, Part 1"》

7d -1.0% 30d -1.3% 90d in 48d
2026-08-02Japanese auto stocks7203.T▲ up

【来年、日経9万円へ!?】暴落時の逃げ場は「銀行・食品・大阪」/株安と円高が同時に来る「100兆円ヘッジ」の恐怖/AI相場はあと20年続く《木野内栄治のマーケット解説②》

[Nikkei to 90,000 yen next year!?] The places to flee in a crash are "banks, food, Osaka" / The terror of the "100 trillion yen hedge" where falling stocks and a stronger yen come at once / The AI market will last another 20 years 《Eiji Kinouchi's market commentary ②》

7d +0.6% 30d +9.4% 90d in 47d
2026-07-29米ドル指数DX-Y.NYB▼ down

【円安どこまで】1ドル=165円で介入?高市円安のゆくえ/150円台の円高反転あるか?/日米金利差では動かない「違う円安」に突入/円安の限界ラインを読み解く《吉田恒》

【How Far Will the Weak Yen Go】Intervention at 165 yen per dollar? The fate of the Takaichi weak yen / Will there be a reversal to yen strength in the 150s? / Entering a "different weak yen" that isn't driven by the Japan-U.S. interest rate gap / Deciphering the limit line of yen weakness 《Hisashi Yoshida》

7d -1.1% 30d -1.1% 90d in 43d
2026-07-23AI semiconductor sectorSMH▼ down

【AIバブル崩壊】「今回は違う」が崩壊のサイン...半導体は来年危うい?/高ボラは続き「デイトレ天国」に?/決算シーズン、注目はオラクル/損切りはなるべくするな《上岡正明×大川智宏×佐田志歩》

[AI Bubble Collapse] "This time is different" is the sign of a collapse... Are semiconductors in danger next year? / High volatility continues, turning it into a "day-trader's paradise"? / Earnings season, the focus is Oracle / Don't cut losses if you can help it 《Masaaki Kamioka × Tomohiro Okawa × Shiho Sada》

7d -7.1% 30d -5.8% 90d in 37d
2026-07-22Kioxia285A.T▼ down

【半導体まだ強い】「騒いでいるのは株式市場だけ」…踊らされる投資家/キオクシアが「劣勢」に?/「ポスト半導体」銘柄は銀行・⚫︎⚫︎株/中国AIの強さは本物/NVIDIA「裏の思惑」《大川智宏×大山聡》

【Semiconductors Still Strong】"The only one making noise is the stock market"… investors being led around / Kioxia at a "disadvantage"? / "Post-semiconductor" stocks are banks and ⚫︎⚫︎ stocks / The strength of Chinese AI is the real thing / NVIDIA's "hidden intentions" 《Tomohiro Okawa × Satoshi Oyama》

7d -40.3% 30d -15.5% 90d in 36d
2026-07-22Japanese bank stocks1615.T▲ up

【半導体まだ強い】「騒いでいるのは株式市場だけ」…踊らされる投資家/キオクシアが「劣勢」に?/「ポスト半導体」銘柄は銀行・⚫︎⚫︎株/中国AIの強さは本物/NVIDIA「裏の思惑」《大川智宏×大山聡》

【Semiconductors Still Strong】"The only one making noise is the stock market"… investors being led around / Kioxia at a "disadvantage"? / "Post-semiconductor" stocks are banks and ⚫︎⚫︎ stocks / The strength of Chinese AI is the real thing / NVIDIA's "hidden intentions" 《Tomohiro Okawa × Satoshi Oyama》

7d -1.6% 30d -2.9% 90d in 36d
2026-07-20Nikkei 225^N225▼ down

【利益1億から大暴落】「宇宙株億り人」1カ月で含み損1500万円に…/キオクシア株はバーゲンセール?/日経平均は「スピード違反」、モメチン相場は終焉か《マックスむらい×田端信太郎×佐田志歩》

【From 100 Million in Profit to a Huge Crash】"Space stock hundred-millionaire" down to 15 million yen in unrealized losses in one month… / Is Kioxia stock a bargain sale? / The Nikkei average is "speeding," is the momentum market over? 《Max Murai × Shintaro Tabata × Shiho Sada》

7d -2.0% 30d -1.4% 90d in 34d
2026-06-30NASDAQ Composite^IXIC▲ up

【AI半導体バブルじゃない】S&P500は2年後に「1.4倍」!?米国株成長の鍵はAI /「利益・金利・中東情勢」から分かる、世界マーケットの見通し《石黒英之×松尾英里子》

[It's Not an AI Semiconductor Bubble] Will the S&P 500 be "1.4x" two years from now!? The key to U.S. stock growth is AI / The global market outlook as seen from "earnings, interest rates, and the Middle East situation"《Hideyuki Ishiguro × Eriko Matsuo》

7d -1.5% 30d -4.2% 90d in 14d
2026-06-24US equities (S&P 500)^GSPC▲ up

【AIバブルじゃない】AI・半導体相場は「序盤」2026年後半の見通しは/米国株はまだ強気相場?次の注目テーマとは/SpaceXなど巨大IPOの投資妙味を徹底解説《岡元兵八郎×大橋ひろこ》

[It's Not an AI Bubble] The AI and semiconductor market is in its "early innings" — what's the outlook for the second half of 2026 / Are U.S. stocks still in a bull market? And what's the next theme to watch / A thorough explanation of the investment appeal of huge IPOs like SpaceX《Heihachiro Okamoto × Hiroko Ohashi》

7d +1.7% 30d +0.7% 90d in 8d
2026-06-20Nikkei 225^N225▲ up

【2026年大転換点】日経平均7万円台、「今後も円安は止まらない」/政権の狙いは1ドル=200円!?/AI関連株一強、地政学リスクは関係ない/AIバブル崩壊あるか《エミン・ユルマズ×永濱利廣》

[2026, a Major Turning Point] Nikkei average in the 70,000-yen range, "yen weakness won't stop from here either" / Is the administration's aim 200 yen to the dollar!? / AI-related stocks reign supreme, geopolitical risk is irrelevant / Will the AI bubble burst?《Emin Yurumazu × Toshihiro Nagahama》

7d -4.0% 30d -8.5% 90d in 4d
2026-06-16太陽誘電6976.T▲ up

【MLCC株急騰】半導体銘柄で次に来そうな「MLCC」とは⁉︎/モルガン・スタンレー「182%増」の正体/村田製作所・太陽誘電を元エンジニアが解説【オモロー山下×大川智宏×もふもふ不動産 もふ社長①】

[MLCC Stocks Surge] What Are "MLCCs," the Next Thing Likely Coming in Semiconductor Stocks⁉︎/The Truth Behind Morgan Stanley's "182% Increase"/A Former Engineer Explains Murata Manufacturing and Taiyo Yuden [Omoro Yamashita × Tomohiro Okawa × Mofumofu Fudosan, President Mofu ①]

7d -16.2% 30d -38.0% 90d -58.6%
2026-06-16村田製作所6981.T▲ up

【MLCC株急騰】半導体銘柄で次に来そうな「MLCC」とは⁉︎/モルガン・スタンレー「182%増」の正体/村田製作所・太陽誘電を元エンジニアが解説【オモロー山下×大川智宏×もふもふ不動産 もふ社長①】

[MLCC Stocks Surge] What Are "MLCCs," the Next Thing Likely Coming in Semiconductor Stocks⁉︎/The Truth Behind Morgan Stanley's "182% Increase"/A Former Engineer Explains Murata Manufacturing and Taiyo Yuden [Omoro Yamashita × Tomohiro Okawa × Mofumofu Fudosan, President Mofu ①]

7d +4.5% 30d -20.2% 90d -35.1%
2026-06-16AI関連株SMH▲ up

【AIバブルは宇宙まで続く】米中覇権のカギはフィジカルAI/イーロン・マスク「宇宙データセンター構想」の真意/SpaceX&Anthropic協業の理由/ASI時代の勝ち筋は?《中島聡×起業の履歴書》

[The AI Bubble Continues All the Way to Space] The key to U.S.-China hegemony is physical AI / The true intent of Elon Musk's "space data center concept" / The reason for the SpaceX & Anthropic collaboration / What's the winning path in the ASI era?《Satoshi Nakajima × Entrepreneur's Resume》

7d +1.0% 30d -7.6% 90d —
2026-06-16USD/JPYJPY=X▲ up

【AIバブル崩壊は無い】朝倉慶×高須幹弥が激論!日経平均7万円は「序章」/円安はもう止められない?/AI戦争で株価はどこまで上がる?/《特別対談・後編》

[There Will Be No AI Bubble Collapse] Kei Asakura × Mikiya Takasu debate fiercely! A 70,000-yen Nikkei average is "just the prologue" / Can yen weakness no longer be stopped? / How far will stock prices rise in the AI war? /《Special Dialogue, Part 2》

7d +0.8% 30d +1.1% 90d -4.1%
2026-06-11メモリ関連株SMH▼ down

【日経平均最高値】68000円突破!年後半の狙い目は?/NVIDIAルービン発売でメモリ株ショックのリスク/米防衛株上昇は戦争再開のサイン《木野内栄治×松尾英里子》

[Nikkei Average Record High] Breaking 68,000 yen! Where are the buys for the second half of the year? / Risk of a memory-stock shock from NVIDIA Rubin's release / The rise in US defense stocks is a sign war resumes《Eiji Kinouchi × Eriko Matsuo》

7d +8.3% 30d -3.9% 90d -5.8%
2026-06-06Japanese yenJPY=X▼ down

【朝倉慶の独演会】インフレ・株高もう止まらない!/「円安でほくほく」は政府だけ/みるみる溶ける国民の資産/最悪の増税は「インフレ税」/生き延びるために株を買え/リフレ派・積極財政は愚か

[Kei Asakura's Solo Show] Inflation and the stock rally can no longer be stopped! / Only the government is "basking in the weak yen" / The public's assets melting away before your eyes / The worst tax hike is the "inflation tax" / Buy stocks to survive / Reflationists and aggressive fiscal policy are foolish

7d -0.2% 30d +0.7% 90d -2.9%
2026-05-18日経平均株価^N225▲ up

【斎藤幸平vs新NISA】銀行預金が暴落する…日経6万円で「新NISA格差」時代へ/米中対立は日本の大チャンス/暗黒社会主義とは/「愛国左翼」は成立する?《高須幹弥vs斎藤幸平:後編》

【Kohei Saito vs the new NISA】Bank deposits will crash…With the Nikkei at 60,000 yen, into an era of "new NISA disparity"/The US-China confrontation is a huge chance for Japan/What is dark socialism/Can a "patriotic left" exist?《Mikiya Takasu vs Kohei Saito: Part 2》

7d +7.1% 30d +14.9% 90d +13.8%
2026-05-15ソニーグループ6758.T▲ up

【狙い目は2027年!?】任天堂・SONY株価上昇シナリオとは/下落が終わるタイミング/Switch2・PS6期待発売の「株価パターン」を分析/ゲーム革新の鍵はAI《ナカイド×ゆず×佐田志歩》(後編)

[Is 2027 the sweet spot!?] The scenarios for Nintendo and SONY share prices to rise / The timing when the decline ends / Analyzing the "share price patterns" of the anticipated Switch 2 and PS6 launches / AI is the key to gaming innovation 《Nakaido × Yuzu × Shiho Sata》 (Part 2)

7d -1.4% 30d -7.2% 90d +3.5%
2026-05-15任天堂7974.T▲ up

【狙い目は2027年!?】任天堂・SONY株価上昇シナリオとは/下落が終わるタイミング/Switch2・PS6期待発売の「株価パターン」を分析/ゲーム革新の鍵はAI《ナカイド×ゆず×佐田志歩》(後編)

[Is 2027 the sweet spot!?] The scenarios for Nintendo and SONY share prices to rise / The timing when the decline ends / Analyzing the "share price patterns" of the anticipated Switch 2 and PS6 launches / AI is the key to gaming innovation 《Nakaido × Yuzu × Shiho Sata》 (Part 2)

7d +1.2% 30d -0.6% 90d +16.4%
2026-05-12日本の防衛関連株7011.T▲ up

【防衛銘柄 まだ間に合う】防衛株は「まだ高くない」理由/実はアメリカ超え? いま日本の防衛銘柄が強いワケ/AI×防衛が戦争を変えた/民間技術と防衛技術の境界線が消える《大川智宏×小野圭司×佐田志歩①》

[Defense stocks — there's still time] The reasons defense stocks are "still not expensive" / Actually surpassing America? The reason Japan's defense stocks are strong now / AI × defense has changed war / The boundary between civilian and defense technology is disappearing 《Tomohiro Okawa × Keiji Ono × Shiho Sada ①》

7d -4.0% 30d -18.7% 90d -6.9%
2026-05-12TOPIX1306.T▲ up

【日経平均はバブルか】日本株上昇は「実力通り」/TOPIXは2ケタ増益へ/日本株に潜む急落リスクは?/イラン停戦と中間選挙に注目《井出真吾:後編》

【Is the Nikkei average a bubble?】The rise in Japanese stocks is "in line with their true strength"/TOPIX heading for double-digit profit growth/What plunge risks lurk in Japanese stocks?/Watch the Iran ceasefire and the midterm elections《Shingo Ide: Part 2》

7d -0.5% 30d -1.0% 90d +6.2%
2026-04-29Japanese equities / Nikkei 225^N225▼ down

【日銀金利据え置き/マグ7決算】据え置きの裏で「利上げ」秒読みか!?/マグ7決算前夜「1社ミスで連鎖崩壊」相場の転換点/GW明け、相場崩壊に注意《大川智宏の徹底解説》

[BOJ Holds Rates / Mag 7 Earnings] Behind the hold, is a "rate hike" in the final countdown!? / On the eve of Mag 7 earnings, "one company's miss brings a chain collapse" — the market's turning point / Beware a market collapse after Golden Week《Tomohiro Okawa's thorough commentary》

7d +6.0% 30d +11.9% 90d +5.2%
2026-04-17SalesforceCRM▲ up

【AI革命と株式市場】Palantir、Salesforceが強い理由/「SaaSの死」の嘘/ブルーカラービリオネアの時代は来る?/Claudeショックを生き残る5つの特徴《梶谷健人×佐田志歩》

[The AI Revolution and the Stock Market] Why Palantir and Salesforce are strong / The lie of "the death of SaaS" / Will the era of blue-collar billionaires come? / 5 traits for surviving the Claude shock《Kento Kajitani × Shiho Sada》

7d -2.2% 30d -1.5% 90d -5.0%
2026-04-17Palantir TechnologiesPLTR▲ up

【AI革命と株式市場】Palantir、Salesforceが強い理由/「SaaSの死」の嘘/ブルーカラービリオネアの時代は来る?/Claudeショックを生き残る5つの特徴《梶谷健人×佐田志歩》

[The AI Revolution and the Stock Market] Why Palantir and Salesforce are strong / The lie of "the death of SaaS" / Will the era of blue-collar billionaires come? / 5 traits for surviving the Claude shock《Kento Kajitani × Shiho Sada》

7d -2.3% 30d -7.7% 90d -8.2%
2026-04-17日経平均株価^N225▲ up

【日経平均最高値】イラン紛争でも株高は止まらない/日経平均6万8000円シナリオは不変/インフレ・紛争・イノベーションの時代/セルインメイは起こらない《木野内栄治のマーケット解説》

[Nikkei Average Record High] Even the Iran conflict won't stop the stock rally / The 68,000-yen Nikkei Average scenario is unchanged / An era of inflation, conflict and innovation / Sell in May won't happen《Eiji Kinouchi's Market Commentary》

7d +2.1% 30d +4.0% 90d +14.3%
2026-04-16米国株^GSPC▲ up

【日経平均最高値】イラン紛争でも株高は止まらない/日経平均6万8000円シナリオは不変/インフレ・紛争・イノベーションの時代/セルインメイは起こらない《木野内栄治のマーケット解説》

[Nikkei Average Record High] Even the Iran conflict won't stop the stock rally / The 68,000-yen Nikkei Average scenario is unchanged / An era of inflation, conflict and innovation / Sell in May won't happen《Eiji Kinouchi's Market Commentary》

7d +0.9% 30d +5.1% 90d +7.5%
2026-04-14日本円(対ドル)JPY=X▼ down

【悲劇の株高】日経平均7万円へ!現金は沈む、株と実物資産で悪性インフレを生き延びろ/株高・円安・金利高は歴史の流れ/乱高下はやむなし、時間を味方につけよ《朝倉慶②》

【The tragedy of high stock prices】To a Nikkei average of 70,000 yen! Cash will sink — survive malignant inflation with stocks and real assets/High stock prices, a weak yen and high interest rates are the flow of history/Wild swings are unavoidable, make time your ally《Kei Asakura ②》

7d -0.2% 30d -0.9% 90d +1.7%
2026-04-07LNG (liquefied natural gas)NG=F▲ up

【イラン石油危機】オイルショックの「5倍」規模/深刻なのは原油ではなくLNG/「石器時代に戻す」トランプ警告の真意は/日本にナフサ「備蓄」はない《大場紀章:エネルギーアナリスト》

【Iran oil crisis】"Five times" the scale of the oil shock / What's serious is not crude oil but LNG / The true meaning of Trump's "send them back to the Stone Age" warning / Japan has no naphtha "stockpile" 《Noriaki Oba: energy analyst》

7d -9.4% 30d -3.5% 90d +13.1%
2026-04-07Crude oilCL=F▲ up

【イラン石油危機】オイルショックの「5倍」規模/深刻なのは原油ではなくLNG/「石器時代に戻す」トランプ警告の真意は/日本にナフサ「備蓄」はない《大場紀章:エネルギーアナリスト》

【Iran oil crisis】"Five times" the scale of the oil shock / What's serious is not crude oil but LNG / The true meaning of Trump's "send them back to the Stone Age" warning / Japan has no naphtha "stockpile" 《Noriaki Oba: energy analyst》

7d -19.2% 30d -16.1% 90d -39.3%
2026-03-24BondsTLT▲ up

【守る投資】米国株高は踊り場か、2026年は「耐える投資」に/資産を溶かす「13のNG行動」/乱高下相場で債券投資に妙味/ポートフォリオは「年齢」で決めよ《塚本憲弘×大橋ひろ子》

【Defensive Investing】Is the US stock rally at a plateau? 2026 calls for "enduring investment" / The "13 NG behaviors" that melt your assets / Bonds look attractive in a wildly swinging market / Decide your portfolio by "age"《Tsukamoto Norihiro × Ohashi Hiroko》

7d +0.8% 30d +1.0% 90d +1.3%
2026-03-24GoldGC=F▲ up

【ゴールド暴落】下限は4000ドル、年内に6000ドルまで上昇で「今が絶好の買い場」か/イラン攻撃、有事で金が上がらない理由/AIによる相場の混乱とは《豊島逸夫×池水雄一×大橋ひろこ》

【Gold crash】The floor is $4,000, and with a rise to $6,000 within the year, is "now the perfect buying opportunity"? / The attack on Iran, and why gold doesn't rise in a crisis / What is the market turmoil caused by AI 《Itsuo Toshima × Yuichi Ikemizu × Hiroko Ohashi》

7d +5.6% 30d +7.0% 90d -4.9%
2026-03-16Japanese equities^N225▲ up

【日本株は宝の山】金利上昇は「ほぼ影響なし」/高市総理と日銀は「円安封じ」で共闘/2026年日銀利上げは「あと3回」/インフレ突入で「K字型経済」へ《元日銀理事・門間一夫/後編》

【Japanese stocks are a treasure trove】Rising interest rates have "almost no impact"/PM Takaichi and the BOJ join forces to "block yen weakness"/BOJ rate hikes in 2026 are "three more times"/Into inflation and toward a "K-shaped economy"《Former BOJ Executive Director Kazuo Momma/Part 2》

7d -4.2% 30d +8.2% 90d +29.0%
2026-03-14Japanese megabank stocks8306.T▼ down

【株価下落の前触れか】米雇用統計が示す景気後退のサイン/イラン情勢が最後の引き金/「プライベートクレジット」何が問題か/カネ余り終了?/決算短信で見えないリスク/岡崎良介×佐田志歩【ザキオカに聞け!】

[A Harbinger of Falling Stock Prices?] The recession signs shown by the US jobs report / The Iran situation is the final trigger / What's the problem with "private credit" / Is the era of excess money over? / Risks invisible in earnings reports / Ryosuke Okazaki × Shiho Sada [Ask Zakioka!]

7d -2.6% 30d +10.7% 90d +22.3%
2026-03-12US Treasury / investment-grade bondsAGG▲ up

【AIバブル崩壊か?】バフェット指数220%超え…市場クラッシュの予兆/債券のキャピタルゲインで暴落株を拾う/超富裕層の資産防衛術【エミン・ユルマズ×堀江智生×オモロー山下】

[Is the AI Bubble Bursting?] The Buffett indicator tops 220%... signs of a market crash / Picking up crashed stocks with capital gains from bonds / The ultra-wealthy's asset defense techniques [Emin Yurumazu × Tomoo Horie × Omoro Yamashita]

7d +0.2% 30d +0.6% 90d +0.0%
2026-03-12US stocks (S&P 500 / US equity market)^GSPC▼ down

【AIバブル崩壊か?】バフェット指数220%超え…市場クラッシュの予兆/債券のキャピタルゲインで暴落株を拾う/超富裕層の資産防衛術【エミン・ユルマズ×堀江智生×オモロー山下】

[Is the AI Bubble Bursting?] The Buffett indicator tops 220%... signs of a market crash / Picking up crashed stocks with capital gains from bonds / The ultra-wealthy's asset defense techniques [Emin Yurumazu × Tomoo Horie × Omoro Yamashita]

7d -1.0% 30d +3.2% 90d +8.9%
2026-03-10USD/JPYJPY=X▲ up

【1ドル161円】イラン攻撃で円安加速/161円突破シナリオも/為替介入でも効果限定か/短期収束でも150円が押し目か《内田稔×堤友香》

[161 yen to the dollar] The attack on Iran accelerates yen weakness / A scenario of breaking past 161 yen too / Even FX intervention may have limited effect / Even in a short-term resolution, 150 yen may be the dip to buy 《Minoru Uchida × Yuka Tsutsumi》

7d +0.8% 30d +0.5% 90d +1.6%
2026-03-09Emerging market stocksEEM▲ up

【速報解説】原油高、株価大幅下落は「一時的」?/今の最適解セクターは?/高市政権の財政政策、原油高を飲み込む!?/⚫︎⚫︎株には手を出すな/新興国株に見込みアリ!?《大川智宏×藤代宏一》

[Breaking Analysis] High oil prices and the big stock drop — "temporary"? / Which sector is the optimal answer now? / Will the Takaichi administration's fiscal policy swallow up high oil prices!? / Don't touch ●● stocks / Are emerging market stocks promising!? 《Tomohiro Okawa × Koichi Fujishiro》

7d -0.1% 30d +3.4% 90d +12.5%
2026-03-06Bank stocksXLF▲ up

【イラン情勢と市場シナリオ】アメリカの目的はドル支配の死守/原油取引のドル離れ許さず/ホルムズ海峡封鎖長期化なら原油115ドルへ/日米金利どこまで上がる/短期金利と銀行株【塚口直史・キプロスから速報】

【The Iran situation and market scenarios】America's aim is to defend dollar dominance to the death / It won't allow crude oil trading to move away from the dollar / If the Strait of Hormuz blockade drags on, oil goes to $115 / How far will Japanese and US interest rates rise / Short-term rates and bank stocks 【Naofumi Tsukaguchi, breaking report from Cyprus】

7d -3.3% 30d -0.9% 90d +3.7%
2026-03-06US interest rates / Treasury yields^TNX▲ up

【イラン情勢と市場シナリオ】アメリカの目的はドル支配の死守/原油取引のドル離れ許さず/ホルムズ海峡封鎖長期化なら原油115ドルへ/日米金利どこまで上がる/短期金利と銀行株【塚口直史・キプロスから速報】

【The Iran situation and market scenarios】America's aim is to defend dollar dominance to the death / It won't allow crude oil trading to move away from the dollar / If the Strait of Hormuz blockade drags on, oil goes to $115 / How far will Japanese and US interest rates rise / Short-term rates and bank stocks 【Naofumi Tsukaguchi, breaking report from Cyprus】

7d +3.7% 30d +4.9% 90d +8.3%
2026-03-06Crude oilCL=F▲ up

【イラン情勢と市場シナリオ】アメリカの目的はドル支配の死守/原油取引のドル離れ許さず/ホルムズ海峡封鎖長期化なら原油115ドルへ/日米金利どこまで上がる/短期金利と銀行株【塚口直史・キプロスから速報】

【The Iran situation and market scenarios】America's aim is to defend dollar dominance to the death / It won't allow crude oil trading to move away from the dollar / If the Strait of Hormuz blockade drags on, oil goes to $115 / How far will Japanese and US interest rates rise / Short-term rates and bank stocks 【Naofumi Tsukaguchi, breaking report from Cyprus】

7d +8.6% 30d +23.7% 90d +2.4%
2026-02-20TOPIX1306.T▲ up

【日本株上昇まだ続く】強い高市政権、妥協しない対中外交で日本に追い風/TOPIX買い増すべき?/「円安ホクホク」間違いではない/ビットコイン上昇時代は終わり《エミン・ユルマズ×高須幹弥・後編》

【The rise in Japanese stocks still continues】A strong Takaichi administration and uncompromising diplomacy toward China are a tailwind for Japan/Should you buy more TOPIX?/"Delighted by the weak yen" is not wrong/The era of Bitcoin's rise is over《Emin Yurumazu × Mikiya Takasu, Part 2》

7d +3.3% 30d -8.6% 90d +2.2%
2026-02-19BitcoinBTC-USD▼ down

【日本株上昇まだ続く】強い高市政権、妥協しない対中外交で日本に追い風/TOPIX買い増すべき?/「円安ホクホク」間違いではない/ビットコイン上昇時代は終わり《エミン・ユルマズ×高須幹弥・後編》

【The rise in Japanese stocks still continues】A strong Takaichi administration and uncompromising diplomacy toward China are a tailwind for Japan/Should you buy more TOPIX?/"Delighted by the weak yen" is not wrong/The era of Bitcoin's rise is over《Emin Yurumazu × Mikiya Takasu, Part 2》

7d +0.7% 30d +2.6% 90d +15.7%
2026-02-15US dollarDX-Y.NYB▲ up

【2026年は円高・ドル高へ】日経平均の天井は夏/トランプの本音はドル安にあらず/ウクライナ不動産を買う理由/世界史に学ぶ景気サイクル《塚口直史のマーケット分析/後編》

[Toward a Stronger Yen and Stronger Dollar in 2026] The Nikkei average's ceiling is summer / Trump's true intent is not a weak dollar / Reasons to buy Ukrainian real estate / Learning economic cycles from world history《Naofumi Tsukaguchi's Market Analysis / Part 2》

7d +0.6% 30d +2.5% 90d +1.9%
2026-02-14Japanese video game stocks7974.T▲ up

【年末7万円か】日経平均どこまで上がる?/防衛・AI・コンテンツ、「17の戦略分野」注目ポイント/ゲーム株は「今が仕込み時」?/株はずっと上がる【広木隆・後編】

【70,000 yen by year-end?】How far will the Nikkei average rise?/Defense, AI, content — key points of the "17 strategic fields"/Are game stocks "a buying opportunity right now"?/Stocks will keep rising forever【Takashi Hiroki, Part 2】

7d +1.1% 30d +19.5% 90d -13.7%
2026-02-13Kawasaki Heavy Industries7012.T▲ up

【自民圧勝で大相場】サナエノミクスが小泉劇場・アベノミクスを超えるワケ/日本がグローバルマネーの受け皿に/高市トレードは第二段階へ/三菱重工・IHI・川崎重工/円安は落ち着く?【広木隆・前編】

[A Big Market on a Sweeping LDP Win] Why Sanaenomics surpasses the Koizumi theater and Abenomics / Japan becomes the receptacle for global money / The Takaichi trade enters its second stage / Mitsubishi Heavy, IHI, Kawasaki Heavy / Will the weak yen settle down? [Takashi Hiroki, Part 1]

7d +1.2% 30d -8.7% 90d -10.2%
2026-02-13IHI7013.T▲ up

【自民圧勝で大相場】サナエノミクスが小泉劇場・アベノミクスを超えるワケ/日本がグローバルマネーの受け皿に/高市トレードは第二段階へ/三菱重工・IHI・川崎重工/円安は落ち着く?【広木隆・前編】

[A Big Market on a Sweeping LDP Win] Why Sanaenomics surpasses the Koizumi theater and Abenomics / Japan becomes the receptacle for global money / The Takaichi trade enters its second stage / Mitsubishi Heavy, IHI, Kawasaki Heavy / Will the weak yen settle down? [Takashi Hiroki, Part 1]

7d +5.3% 30d -10.4% 90d -35.5%
2026-02-13Mitsubishi Heavy Industries7011.T▲ up

【自民圧勝で大相場】サナエノミクスが小泉劇場・アベノミクスを超えるワケ/日本がグローバルマネーの受け皿に/高市トレードは第二段階へ/三菱重工・IHI・川崎重工/円安は落ち着く?【広木隆・前編】

[A Big Market on a Sweeping LDP Win] Why Sanaenomics surpasses the Koizumi theater and Abenomics / Japan becomes the receptacle for global money / The Takaichi trade enters its second stage / Mitsubishi Heavy, IHI, Kawasaki Heavy / Will the weak yen settle down? [Takashi Hiroki, Part 1]

7d -1.3% 30d -4.8% 90d -17.0%
2026-02-11GoldGC=F▲ up

【2030年1万ドル】ゴールドの買い方を徹底解説!金は草食投資せよ/シルバーは「博打」/年間800tの金がETFに流入/バブル世代・氷河期世代の違い《豊島逸夫×大橋ひろこ》

[$10,000 by 2030] A thorough explanation of how to buy gold! Invest in gold like a herbivore / Silver is a "gamble" / 800 tons of gold a year flowing into ETFs / The difference between the bubble generation and the ice-age generation《Itsuo Toshima × Hiroko Ohashi》

7d -1.7% 30d -0.4% 90d -7.8%
2026-02-10BitcoinBTC-USD▲ up

【年内2500万円】暴落続くビットコイン、最高値更新できるのか?2026年相場シナリオを徹底解説!/ビットコイン暴落の原因/クラリティ法案の成立はプラス要因《松田康生×大橋ひろこ》

【25 million yen within the year】Bitcoin keeps crashing — can it set a new record high? A thorough explanation of the 2026 market scenario! / The causes of the Bitcoin crash / Passage of the CLARITY Act is a positive factor《Matsuda Yasuo × Ohashi Hiroko》

7d -1.9% 30d +2.5% 90d +18.8%
2026-02-08Nikkei 225^N225▲ up

【ハイテク株危機の真相】「SaaSの死」騒動は過剰反応か、マーケットに踊らされる投資家/日経平均10万円も視野、「ブースト状態」は続く/AI関連、競争激化で市場はどうなる?《杉村太蔵×大川智宏》

[The Truth About the Tech Stock Crisis] Is the "death of SaaS" uproar an overreaction? Investors danced around by the market / A Nikkei of 100,000 yen also in sight, the "boosted state" continues / AI-related: what happens to the market as competition intensifies? 《Taizo Sugimura × Tomohiro Okawa》

7d +0.8% 30d -3.8% 90d +10.7%
2026-02-07SaaS software stocksIGV▲ up

【ハイテク株危機の真相】「SaaSの死」騒動は過剰反応か、マーケットに踊らされる投資家/日経平均10万円も視野、「ブースト状態」は続く/AI関連、競争激化で市場はどうなる?《杉村太蔵×大川智宏》

[The Truth About the Tech Stock Crisis] Is the "death of SaaS" uproar an overreaction? Investors danced around by the market / A Nikkei of 100,000 yen also in sight, the "boosted state" continues / AI-related: what happens to the market as competition intensifies? 《Taizo Sugimura × Tomohiro Okawa》

7d -4.8% 30d +3.1% 90d +7.2%
2026-02-07Japanese semiconductor sector stocks8035.T▲ up

【杉村太蔵×億万株姫☆あばねちゃん】「与党300議席超」なら相場はどうなる?/注目セクターは造船、半導体、フィジカルAI/長期vsデイトレ【衆院選後の投資戦略】

[Taizo Sugimura × Billionaire Stock Princess ☆ Abane-chan] What happens to the market if the ruling party tops "300 seats"? / Sectors to watch: shipbuilding, semiconductors, physical AI / Long-term vs day trading [Investment strategy after the Lower House election]

7d +1.9% 30d -4.1% 90d +30.4%
2026-02-06SilverSI=F▲ up

【ゴールド】金価格は2026年に6000ドルへ!銀は120ドルへ/高市圧勝で金価格上昇!?NY金市場が歓迎するワケ/金暴落は一時的、原因は投機筋の異常な過熱か《豊島逸夫×大橋ひろこ》

【Gold】The gold price to $6,000 in 2026! Silver to $120 / Gold price rises on Takaichi's landslide win!? Why the NY gold market welcomes it / The gold crash is temporary — is the cause abnormal overheating among speculators? 《Itsuo Toshima × Hiroko Ohashi》

7d +1.5% 30d +9.5% 90d +3.9%
2026-02-02J-REIT (Japanese REIT market)1343.T▲ up

【平均利回り4.5%】J-REITの割安銘柄は?/外資TOB続出か/都心郊外は2030年以降に下がる/今「不動産投資」を取り入れるなら?/リゾートに殺到する富裕層【牧野知弘×馬渕磨理子】

【Average yield 4.5%】Which J-REITs are undervalued? / A rush of foreign-capital TOBs? / The Tokyo suburbs will fall from 2030 onward / If you're going to bring in "real estate investment" now? / The wealthy flocking to resorts【Makino Tomohiro × Mabuchi Mariko】

7d -0.3% 30d -0.7% 90d -5.5%
2026-01-30Tokyo tower mansion (high-rise condo) prices1343.T▼ down

【牧野知弘×馬渕磨理子】「17の戦略分野」の成長のゆくえ/日本の株高続く、では実体経済は?/外国人の購入規制に家賃補助…注目の住宅政策/タワマン買えば儲かる時代は終わり【衆院選とマーケット】

[Tomohiro Makino × Mariko Mabuchi] Where growth in the "17 strategic fields" is headed / Japan's stock rally continues — so what about the real economy? / Purchase restrictions on foreigners, rent subsidies... the housing policies to watch / The era of making money by buying tower condos is over [The Lower House Election and the Market]

7d +1.1% 30d +2.2% 90d -3.9%
2026-01-28Nikkei 225^N225▼ down

【日本株は選挙を待て】高市トレード×AI株高で日経平均6万8000円へ/衆院選中は株価10%下落も?/為替介入で悪い円安終焉へ《木野内栄治のマーケット解説》

【For Japanese stocks, wait for the election】The Takaichi trade × the AI stock rally take the Nikkei average to 68,000 yen/A 10% stock price drop during the lower house election?/Currency intervention brings an end to the bad yen weakness《Eiji Kinouchi's market commentary》

7d +1.8% 30d +10.3% 90d +12.3%
2026-01-27NVIDIANVDA▲ up

【AIバブルは幻想】NVIDIA株の天井は遠い!AI一極集中で半導体銘柄はどうなる/2027年に不況到来?半導体シリコンサイクルは続くのか/次に来るのは「フィジカルAI」《大山聡×藤代宏一》

[The AI Bubble Is an Illusion] The ceiling for NVIDIA's stock is far off! What happens to semiconductor names amid AI concentration / Will a recession arrive in 2027? Will the semiconductor silicon cycle continue / What comes next is "physical AI"《Satoshi Oyama × Koichi Fujishiro》

7d -4.3% 30d -1.9% 90d +14.9%
2026-01-27USD/JPYJPY=X▼ down

【日本株は選挙を待て】高市トレード×AI株高で日経平均6万8000円へ/衆院選中は株価10%下落も?/為替介入で悪い円安終焉へ《木野内栄治のマーケット解説》

【For Japanese stocks, wait for the election】The Takaichi trade × the AI stock rally take the Nikkei average to 68,000 yen/A 10% stock price drop during the lower house election?/Currency intervention brings an end to the bad yen weakness《Eiji Kinouchi's market commentary》

7d +0.7% 30d +1.2% 90d +3.4%
2026-01-08GoldGC=F▲ up

【金5000ドルへ】ベネズエラ攻撃の影響は/買い時は「間近」リバランスで一時下落か?/ゴールド急騰の裏にある新冷戦構造とは?《池水雄一×大橋ひろこ》

[Gold to $5,000] What is the impact of the attack on Venezuela? / The time to buy is "near" — a temporary drop from rebalancing? / What is the new Cold War structure behind gold's surge? 《Yuichi Ikemizu × Hiroko Ohashi》

7d +3.7% 30d +13.5% 90d +6.7%
2026-01-08Nikkei 225^N225▲ up

【朝倉慶の2026展望】日経平均「7万円台」突入へ、インフレ×円安は止まらない…2025年「5万円台」を先読みしたエコノミストが、AI関連株から地政学リスクまで徹底解説!

[Kei Asakura's 2026 Outlook] Entering the "Nikkei Average 70,000s" — inflation × weak yen won't stop... The economist who called the "50,000s" in 2025 explains it all, from AI-related stocks to geopolitical risk!

7d +5.9% 30d +10.3% 90d +10.2%
2025-12-31Japanese condominium (mansion) prices1343.T▲ up

【2026大予測】マンション「買い時」はいつ? 狙い目エリアは/今こそ住宅ローンを組むべき/新築の供給はもう増えない《沖有人×長嶋修×西岡孝洋②》

[2026 Big Forecast] When is the "time to buy" a condo? Which areas to target / Now is exactly the time to take out a mortgage / New-build supply will not increase anymore 《Yujin Oki × Osamu Nagashima × Takahiro Nishioka ②》

7d +1.1% 30d -1.4% 90d -7.0%
2025-12-23EUR/JPYEURJPY=X▲ up

【2026年の為替を大展望】日銀利上げも円安加速、2026年は「ドル安下での円安」が常態化?/ユーロ急騰の背景、190円も遠くない/円が弱い本当の理由《唐鎌大輔の為替解説》

[A Grand Outlook for 2026 FX] Even with a BOJ rate hike, yen weakness accelerates; will "yen weakness under a weak dollar" become the norm in 2026? / The background to the euro's surge, 190 yen is not far off either / The real reason the yen is weak《Daisuke Karakama's FX Commentary》

7d -0.4% 30d +0.2% 90d -0.2%
2025-12-20BitcoinBTC-USD▲ up

【2026年のゴールド&ビットコイン】金「5000ドルへ」BTC「再上昇」2026年相場を大予想!/インフレ×円安×積極財政が上昇圧力/BTCは反動で伸びるか《池水雄一×松田康生×大橋ひろこ》

[Gold & Bitcoin in 2026] Gold "to $5,000," BTC "rises again" — a big forecast for the 2026 market! / Inflation × weak yen × aggressive fiscal policy are upward pressure / Will BTC grow on the rebound 《Yuichi Ikemizu × Yasuo Matsuda × Hiroko Ohashi》

7d -0.6% 30d +4.8% 90d -20.2%
2025-12-17Emerging market equitiesEEM▲ up

【S&P500どこまで上がる?】S&P500高値圏×FRB利下げ=株価上昇の前兆?/マグニフィセント・セブンはここで終わらない/AI関連株に来年もチャンスあり/実は新興国株もアツい《岡元兵八郎》

[How Far Will the S&P 500 Rise?] S&P 500 Near Its Highs × Fed Rate Cuts = A Sign of Rising Stock Prices?/The Magnificent Seven Won't End Here/There Are Chances in AI-Related Stocks Next Year Too/Emerging Market Stocks Are Actually Hot 《Heihachiro Okamoto》

7d +3.5% 30d +10.0% 90d +11.7%
2025-12-17Magnificent Seven / US big techQQQ▲ up

【S&P500どこまで上がる?】S&P500高値圏×FRB利下げ=株価上昇の前兆?/マグニフィセント・セブンはここで終わらない/AI関連株に来年もチャンスあり/実は新興国株もアツい《岡元兵八郎》

[How Far Will the S&P 500 Rise?] S&P 500 Near Its Highs × Fed Rate Cuts = A Sign of Rising Stock Prices?/The Magnificent Seven Won't End Here/There Are Chances in AI-Related Stocks Next Year Too/Emerging Market Stocks Are Actually Hot 《Heihachiro Okamoto》

7d +4.0% 30d +3.6% 90d +0.6%
2025-12-07Alphabet (Google)GOOGL▲ up

【AI企業は儲からない?】OpenAIの赤字構造とGoogleの圧倒的有利/AI企業の“収益地獄”/GPU不足・規制・バブル崩壊シナリオまで徹底解説【AI覇権争い②】

[Do AI Companies Not Make Money?] OpenAI's loss-making structure and Google's overwhelming advantage / AI companies' "earnings hell" / A thorough explanation covering GPU shortages, regulation, and the bubble-collapse scenario [The AI Hegemony Battle ②]

7d -1.8% 30d +0.2% 90d -2.3%
2025-12-04QualcommQCOM▲ up

【中島聡×エミン・ユルマズ】AIバブルはすでに臨界点か?データセンター過剰投資/GPU需要の真実/米中冷戦が生む“日本30年ぶりの追い風”世界のAI市場を完全解剖

【Satoshi Nakajima × Emin Yurumazu】Is the AI bubble already at a critical point? Data center over-investment/The truth about GPU demand/The "first tailwind for Japan in 30 years" born from the US-China cold war — a complete dissection of the global AI market

7d +4.0% 30d +1.1% 90d -20.0%
2025-12-02S&P 500^GSPC▼ down

【インデックス神話が崩壊する?】S&P500・オルカンに潜む過熱の罠/“金余り+AI期待”警戒すべき理由/FOMC利下げで始まる暴落シナリオ/「高市銘柄」で注目は?《瀧澤信×佐田志歩①》

【Will the index myth collapse?】The overheating trap lurking in the S&P500 and All-Country / Why you should be wary of "excess money + AI expectations" / The crash scenario that starts with an FOMC rate cut / Which "Takaichi stocks" are drawing attention? 《Shin Takizawa × Shiho Sada ①》

7d +0.2% 30d +0.4% 90d +0.8%
2025-11-25S&P 500^GSPC▲ up

【日本株VS米国株】結局S&P500が最強? 日本は毎年インフレ率5%上昇!? 激動の時代へ/インフレは”失われた30年”取り戻すチャンス/「今こそゴールド」の理由《エミン・ユルマズ×高須幹弥/後編》

【Japanese stocks VS US stocks】In the end, is the S&P 500 the strongest? Japan to see inflation rise 5% every year!? Into a turbulent era/Inflation is a chance to recover the "lost 30 years"/The reason it's "gold's moment now"《Emin Yurumazu × Mikiya Takasu/Part 2》

7d +0.9% 30d +2.4% 90d +1.1%
2025-11-25GoldGC=F▲ up

【日本株VS米国株】結局S&P500が最強? 日本は毎年インフレ率5%上昇!? 激動の時代へ/インフレは”失われた30年”取り戻すチャンス/「今こそゴールド」の理由《エミン・ユルマズ×高須幹弥/後編》

【Japanese stocks VS US stocks】In the end, is the S&P 500 the strongest? Japan to see inflation rise 5% every year!? Into a turbulent era/Inflation is a chance to recover the "lost 30 years"/The reason it's "gold's moment now"《Emin Yurumazu × Mikiya Takasu/Part 2》

7d +1.1% 30d +9.4% 90d +25.7%
2025-11-19Fujitsu6702.T▲ up

【国策に売りなし】高市政権で20兆円インフラ投資始動/大川智宏の注目テーマは「海底ケーブル」「上下水道」/フジクラ・ソフトバンク・NEC・富士通はまだ強い/森永康平の中小型株監視リスト【後編】

【Never sell against national policy】20 trillion yen of infrastructure investment kicks off under the Takaichi administration / Okawa Tomohiro's themes to watch are "submarine cables" and "water and sewage" / Fujikura, SoftBank, NEC and Fujitsu are still strong / Morinaga Kohei's small- and mid-cap watchlist【Part 2】

7d +5.2% 30d +7.9% 90d -7.3%
2025-11-19NEC6701.T▲ up

【国策に売りなし】高市政権で20兆円インフラ投資始動/大川智宏の注目テーマは「海底ケーブル」「上下水道」/フジクラ・ソフトバンク・NEC・富士通はまだ強い/森永康平の中小型株監視リスト【後編】

【Never sell against national policy】20 trillion yen of infrastructure investment kicks off under the Takaichi administration / Okawa Tomohiro's themes to watch are "submarine cables" and "water and sewage" / Fujikura, SoftBank, NEC and Fujitsu are still strong / Morinaga Kohei's small- and mid-cap watchlist【Part 2】

7d +4.3% 30d -5.6% 90d -30.5%
2025-11-19SoftBank9434.T▲ up

【国策に売りなし】高市政権で20兆円インフラ投資始動/大川智宏の注目テーマは「海底ケーブル」「上下水道」/フジクラ・ソフトバンク・NEC・富士通はまだ強い/森永康平の中小型株監視リスト【後編】

【Never sell against national policy】20 trillion yen of infrastructure investment kicks off under the Takaichi administration / Okawa Tomohiro's themes to watch are "submarine cables" and "water and sewage" / Fujikura, SoftBank, NEC and Fujitsu are still strong / Morinaga Kohei's small- and mid-cap watchlist【Part 2】

7d -0.5% 30d -3.9% 90d -4.9%
2025-11-19Fujikura5803.T▲ up

【国策に売りなし】高市政権で20兆円インフラ投資始動/大川智宏の注目テーマは「海底ケーブル」「上下水道」/フジクラ・ソフトバンク・NEC・富士通はまだ強い/森永康平の中小型株監視リスト【後編】

【Never sell against national policy】20 trillion yen of infrastructure investment kicks off under the Takaichi administration / Okawa Tomohiro's themes to watch are "submarine cables" and "water and sewage" / Fujikura, SoftBank, NEC and Fujitsu are still strong / Morinaga Kohei's small- and mid-cap watchlist【Part 2】

7d +1.1% 30d -6.8% 90d +20.1%
2025-11-09任天堂7974.T▲ up

【任天堂2つのサイクル】元手300万円から1億円にした投資家の「オススメゲーム株」を公開!/ソニーはまだ割安【佐田志歩×ゆず】《楽待公式切り抜き》

【Nintendo's Two Cycles】An investor who turned 3 million yen of seed money into 100 million yen reveals his "recommended game stocks"! / Sony is still undervalued【Sata Shiho × Yuzu】《Rakumachi Official Clip》

7d +0.1% 30d -11.3% 90d -35.4%
2025-11-04ソニーグループ6758.T▲ up

【日経平均よりゲーム株】「ソニー」はまだ割安/「コーエーテクモ」は大型タイトルに注目/毎日45銘柄を分析する/上場企業が出すゲームは全て遊ぶ《ゆず×佐田志歩②》

【Game stocks over the Nikkei average】"Sony" is still undervalued/For "Koei Tecmo," watch the major titles/Analyzing 45 stocks every day/I play every game released by listed companies《Yuzu × Shiho Sada ②》

7d +5.2% 30d +2.9% 90d -20.6%
2025-10-25米国株^GSPC▼ down

【トランプ×高市】日米首脳会談、日本政府が恐れるシナリオ/秋の外交シーズンの注目点/米中貿易摩擦の行方/米国株に下落の前兆/フルポジションは危険?【ジョセフ・クラフト②】

【Trump × Takaichi】The Japan-US summit, and the scenario the Japanese government fears / Points to watch in the autumn diplomatic season / Where the US-China trade friction is headed / Signs of a decline in US stocks / Is a full position dangerous? 【Joseph Kraft ②】

7d -0.3% 30d -2.5% 90d +0.6%
2025-10-22Nikkei 225^N225▼ down

【緊急解説】高市総理誕生!日経平均5万円間近/「自民・維新連立」でどうなる日本経済/海外投資家は期待先行?/株価10~20%下落のリスク/「議員定数削減」の思惑【ジョセフ・クラフト①】

[URGENT ANALYSIS] Takaichi becomes Prime Minister! Nikkei average close to 50,000 yen / What happens to Japan's economy under an "LDP–Ishin coalition" / Are foreign investors running ahead on expectations? / Risk of a 10–20% drop in share prices / The thinking behind "cutting the number of Diet seats" [Joseph Kraft ①]

7d +4.1% 30d -1.4% 90d +7.5%
2025-10-07US dollarDX-Y.NYB▼ down

【下がる理由がない】ゴールドを持たざるリスク/5年後は9000ドル!?/中央銀行のドル売りゴールド買い/今から金投資をするなら?《池水雄一×大橋ひろこ①》

【There's no reason for it to fall】The risk of not holding gold/$9,000 in five years!?/Central banks selling dollars and buying gold/If you were to invest in gold now? 《Yuichi Ikemizu × Hiroko Ohashi ①》

7d +0.5% 30d +1.2% 90d -0.3%
2025-10-07GoldGC=F▲ up

【下がる理由がない】ゴールドを持たざるリスク/5年後は9000ドル!?/中央銀行のドル売りゴールド買い/今から金投資をするなら?《池水雄一×大橋ひろこ①》

【There's no reason for it to fall】The risk of not holding gold/$9,000 in five years!?/Central banks selling dollars and buying gold/If you were to invest in gold now? 《Yuichi Ikemizu × Hiroko Ohashi ①》

7d +4.1% 30d +0.1% 90d +11.6%
2025-10-06Japanese yenJPY=X▼ down

【高市新総裁、誕生】日経平均「爆上げ」/国民民主党と連立で株高加速?/積極財政で「日本版トラスショック」の可能性は/アベノミクスとの決定的な違い/日銀利上げに遅れ?【杉村太蔵×朝倉慶×須田慎一郎】

【New Party President Takaichi Is Born】Nikkei Average "Explodes Upward" / Will a Coalition with the Democratic Party for the People Accelerate the Stock Rally? / Is a "Japanese Truss Shock" Possible from Aggressive Fiscal Policy / The Decisive Difference from Abenomics / Behind on BOJ Rate Hikes? 【Taizo Sugimura × Kei Asakura × Shinichiro Suda】

7d +1.6% 30d +2.6% 90d +4.9%
2025-09-26BitcoinBTC-USD▲ up

【年内3500万円の可能性も】2025年内に「半減期の3.5倍」に!?/ビットコインは調整の最終局面か/上昇の原因は「トランプ政権の規制緩和」《松田康生×大橋ひろこ①》

【Possibly 35 million yen within the year】"3.5 times the halving" within 2025!?/Is Bitcoin in the final phase of its correction/The cause of the rise is "the Trump administration's deregulation"《Yasuo Matsuda × Hiroko Ohashi ①》

7d +11.4% 30d +4.3% 90d -20.5%