Following the Nikkei Average’s sharp rise and the start of the October market, a video examining the shelf life of the AI market was released, outlining perspectives on its future direction.
The video opens by examining market trends, including movements in the Nikkei Average on a daily basis and MACD, performance comparisons among major domestic stock indexes, and performance comparisons among major US stock indexes. The format focuses on the relationship between movements in the Nikkei Average and each indicator.
The video also explains the comparison between the US S&P 500 on a market-capitalization-weighted and equal-weighted basis, performance comparisons by sector in the US S&P 500, and one-minute price movements in Micron Technology. Four perspectives for assessing the sustainability of the AI market are also covered.
After introducing the 4 perspectives for gauging the sustainability of the AI market, the video discusses the “25% rule,” an empirical rule concerning the end of markets driven by new technologies. Capital expenditure (Capex) trends at 4 major hyperscalers are also shown in connection with this topic.
Overall, the video examines the sustainability of AI-related market trends against the backdrop of the Nikkei Average’s sharp rise, focusing on the relationship between Japanese and US market trends and AI investment trends.