#Japan #Tokyo #Semiconductor #AI Stocks #MatsuiSecurities

Introduction

Matsui Securities has launched the latest season, Season 20, of its educational YouTube series 'Learn with Lovely,' focusing on asset management through understanding AI and semiconductor stocks. This season continues the collaboration with comedian duo Magical Lovely and popular investor Testa, making it engaging for beginner investors.

What to Expect from Season 20

The series aims to provide a comprehensive breakdown of how AI and semiconductor stocks are shaping the stock market. Alongside the comedic flair brought by Magical Lovely, insights will be shared by Tomohiro Okawa, CEO of Oskar Group and a global equity strategist, who will guide viewers through the intricacies of the semiconductor supply chain and its impact on the market.

The emphasis this season is on the manufacturing processes behind semiconductors, a follow-up theme from Season 12, which aired in June 2024. Viewers will explore how different key stocks play critical roles in these processes and discuss the surging demand in data centers, a primary factor fuelling the rapid growth of semiconductor stocks.

Episode Highlights

In the first episode (#1), titled 'The Semiconductor Landscape,' viewers will learn about the distinctions between the 'front end' and 'back end' of semiconductor manufacturing. The episode also reviews the stock price trends of companies involved in these processes, highlighting surprising facts such as TOTO's stock price increase due to rising semiconductor demand despite the company being primarily known for sanitary ware.

This episode promises to inspire fresh investment ideas as viewers delve into the semiconductor ecosystem and its vast potential. For more detailed insights, be sure to watch the full video here: Season 20 Episode #1.

Special Members-Only Content

Matsui Securities will also release a members-only video on June 26, focusing on 'Jobs That Will Remain in the AI Era.' This discussion will pinpoint professions likely to thrive despite rapid AI advancements and include expert analysis from Tomohiro Okawa on companies that may prosper during this transformative phase in technology.

Release Schedule

The series consists of four episodes with a release schedule as follows:

• - June 12: Episode #1 - The Semiconductor Landscape
• - June 19: Episode #2 - AI’s Brain: Data Centers
• - June 26: Episode #3 - The Evolution of AI: What Remains and What Disappears
• - June 26: Members-Only Video - Jobs That Will Remain in the AI Era

Keep in mind that the dates and contents are subject to change without notice.

Meet the Cast

Magical Lovely

A comedy duo formed in February 2007, Magical Lovely gained fame by reaching the finals of the M-1 Grand Prix in 2017 and winning the championship in 2020, making them a household name in Japan.

Testa

Starting with an investment of 3 million yen in 2005, Testa has successfully scaled his assets without being overly affected by market fluctuations, achieving cumulative profits of around 10 billion yen.

Shiho Sada

A prominent figure in economic media known as the 'stock-loving announcer,' Shiho Sada, initially a broadcaster at Setouchi Broadcasting, now shares her investment journey—including challenges and successes—with viewers through various media, including Matsui Securities commercials.

Tomohiro Okawa

With previous stints at noteworthy firms like Nomura and JP Morgan, Okawa brings a wealth of knowledge to the series, specializing in quantitative analyses that shape investment strategies in the stock market.

About Matsui Securities

Matsui Securities strives to make investing exciting and accessible, aiming to support a prosperous life for its clients through innovative products and services. With over 70 videos produced annually on their official YouTube channel—including educational content featuring laughter and expert advice—they continue to attract a growing audience, now boasting over 800,000 subscribers as of June 2026.

For more resources, learners can access the Matsui Securities official YouTube channel here.