In today’s briefing:
- Ohayo Japan | AI + Shutdowns
- Japan Morning Connection: Fridays Tape Closed Down but a Big Rally off the Intraday Lows
- A Basket of Strategic, Speculative Australian Mining Stocks
- Humanoid Robots Won’t Take Your Job, We’ve Just Decided Not To Give You The Job In The First Place.
Ohayo Japan | AI + Shutdowns
- Nasdaq -0.2% lower, capping a 3% weekly decline amid continued pressure on AI-related stocks.
- The U.S. government shutdown, now in its 40th day, remains deadlocked over ACA subsidies and spending cuts, with no imminent resolution.
- Profit taking in AI related names will remain a focus for the market. JP earnings have largely been positive. Softbank to report Tues – another test for sentiment
Japan Morning Connection: Fridays Tape Closed Down but a Big Rally off the Intraday Lows
- Sandisk +15% as the NAND S/D imbalance shows no signs of easing until next year at least.
- Olympus’s new CEO steps into his role by announcing 2,000 job cuts which the market will like.
- Rohm throwing cold water on its AI ambitions makes this a soon to be consensus short for now.
A Basket of Strategic, Speculative Australian Mining Stocks
- Increasing US and Australian ties in the critical minerals space provide some opportunities
- After the initial hype and capital raisings, better entry prices have arisen
- The upside-downside ratio is high and government support provides a backstop
Humanoid Robots Won’t Take Your Job, We’ve Just Decided Not To Give You The Job In The First Place.
- Jensen Huang claims that the world is running out of workers & there will be a shortage of 50 million workers by the end of the decade. Enter humanoid robots.
- Elon Musk claims that AI and robots will take all our jobs, working will be optional and we can grow vegetables while he’s on his way to becoming a trillionaire
- Technology and society are rapidly approaching a critical decision point. Jobs for robots or for humans?
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