SpaceX Dials up Its TAM as the Space-Space Becomes the Next AI Frontier
NVDA beat AH numbers, but not a blowout. 5803 Fujikura's 56% drop presents a good reentry opportunity. Japanese Space names are worth buying ahead...
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Primer: Synspective (290A JP) - Oct 2025
Synspective is a Japanese space-tech company specializing in the development and operation of a constellation of Synthetic Aperture Radar (SAR)...
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Japan Morning Connection: SEI, Furukawa, Fujikura May See Support as Optical Names Rally Overnight
SEI, Furukawa, Fujikura may see gains with strong optical connectivity tape and recent selloff. Fuji Elec, Rohm may see support from Onsemi's beat...
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Japan Morning Connection: Broadening AI Rally Should Increase Photonics and Glass Substrate Focus
Japanese SPEs continue to benefit from Korean tailwinds while photonics and glass substrate names should be increasingly back on the menu as...
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Japan Morning Connection: QD Laser Set to Continue Gains as Details Emerge on Partnership with TDK
QD Laser limit up yesterday and set to build on gains as TDK XR glasses partnership details emerge and Retissa Viewclear featured on TV Tokyo.
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