Japan Morning Connection: Can JP Semi-Cap Names Continue to Buck the US Tech Weakness?
Rotation from momentum winners into oversold quality such as SPE, EU defense name strength may be positive for JP heavies, US power semi weakness...
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AI Related Plays Out of the Gates Strong for 2025
​Watch JP SPE oversold previous winners like Disco, Screen, and TEL gaining renewed interest. A good read for photoresist/semi-chem plays after...
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2025 AI & Semiconductor Outlook
Last year, I called 2024 the year of AI’s adolescence, and that was quite a call. I “predicted” growing pains or a tremendous growth spurt, and...
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Japan Morning Connection: Markets Clearly Starting to Show EoY Wind Down
Tech sell off led semi-cap names after D/G to sell for AMAT, Ulta beat signals stronger US consumer spending than expected, has buy momo/sell...
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Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets
​SMCI stock continues to climb higher, boosting server-related. Kirin's sale of Kyowa Hakko Bio may not be met with enthusiasm. Concerns about...
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