Japan Morning Connection: So Far Takaichi as PM Is Turning Out to Be a Sell the Fact Moment
Power and analog semi's may take a hit after Texas Instruments fell after hours. May be a buy the dip opportunity for Rohm, Fuji Elec and Renesas....
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Japan Morning Connection: Tech Dip Buying Likely After Wobble from Takaichi Political Challenge
Softbank may see upside from US Quantum Computing surge. Tesla scaling back production plans for Optimus may cause some pullback in Harmonic Drive....
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Japan Morning Connection: US Higher Despite Upcoming Govt Shutdown and Potential Delayed Jobs Data
Asics may catch the market's attention again with news of added shareholder perks. China's export restrictions a positive for Harmionic Drive.
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Japan Morning Connection: Tech Juggernaut Continues with No Signs of a Slowdown
Market expecting Elon Musk to have something up his sleeve after buying 1bl worth of Tesla Stock. New catalysts for AI memory may oush NAND names...
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The Humanoids Are Coming… But When?
Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”. As the move to mass production...
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