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....
658 Views
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.
378 Views
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...
278 Views
The Japan March-End Rebal and Dividend Trade (2026 Version)
Every year, twice a year, a large number of companies pay dividends. That event is coming up again Monday. ETFs will have to buy the dividend...
975 Views
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...
310 Views