Yuzu (ゆず), a gaming investor who built a fortune, explains why they are refraining from buying gaming stocks until year-end and prioritising AI- and semiconductor-related stocks in the short term. The article also discusses the year-end outlook for the Nikkei 225 and how to respond to a market decline.
Yuzu (ゆず), a full-time investor who built assets of ¥100 million through gaming-stock investments from initial capital of ¥3 million, indicated a policy of treating gaming stocks as a buying opportunity over the long term while allocating assets to other themes for short-term investment through year-end. Yuzu said that AI- and semiconductor-related stocks are currently the focus and that they intend to prioritise investment in those sectors.
Regarding the year-end outlook for the Japanese stock market, Yuzu suggested that the Nikkei 225 could rise above ¥72,000 by the end of 2026, while also expressing caution about geopolitical risks and trends in interest rates and foreign exchange. Yuzu added that the outlook could be revised if those factors deteriorate rapidly.
Yuzu expressed the view that even if a shock disrupts the current uptrend, it should not be concluded that investors “must sell.” If the market falls sharply, investors should first determine why it fell and then view the decline as a buying opportunity.
The article asks investors how to balance gaming stocks with AI and semiconductor stocks in an unstable market heading toward year-end.