Ricky has handpicked and revealed 4 “pick-and-shovel stocks” that are capturing demand around data centers amid the AI and semiconductor boom. He emphasizes the stability of an investment approach centered on dividends, even amid market uncertainty.
As the Nikkei 225 shows unstable movements, Ricky, known as an investor with assets exceeding ¥100 million, says he protects his assets by holding dividend-growth value stocks expected to increase their dividends over the long term. He is said to be steadily increasing his assets with annual dividend income of more than ¥8 million.
While AI- and semiconductor-related stocks are attracting attention, he is focusing on stocks with low valuations and the potential for dividend increases, driven by expanding demand for data center-related companies in peripheral areas rather than the semiconductor industry itself.
This article focuses on “pick-and-shovel stocks,” including companies involved in data center construction, air conditioning, electrical equipment and server heat-dissipation materials, and reveals 4 handpicked stocks that offer low valuations and the potential for future dividend increases and share-price gains in line with the AI and semiconductor theme.