50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
plain — indistinguishable from luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredKioxia Holdings 8 →TOPIX 7 →日本の不動産・REIT 3 →
Will Kioxia Make a Comeback?／A Quick-Reference Table of the Businesses of the 5 Major Memory Makers／Outstanding Cash-Generating Power／Its Business Differs From CXMT's／From an Economic Security Standpoint Too, Adoption of Chinese Memory Is Unlikely｜Nikkei Inc., Shoichi Tanaka
[Friday, October 16 Tokyo Stock Market] The Nikkei average rebounds for the first time in 7 days 📈 up 898 yen / CoreWeave credit concerns ease, U.S. stocks rise / BayCurrent and others hit limit up — has the "AI threat theory" receded? / Watch out for Kioxia and SBG breaking below the 200-day line
[AI development for manufacturing drives growth, operating profit to rise 99%] Laboro.AI President and CEO Tetsuo Shiibashi, "Offensive IR" × Tetsuo Inoue / Business opportunities for Japanese manufacturing in the physical AI era / Semiconductor and automotive projects expanding
Will an earnings-driven market arrive late? / The correction in tech stocks has run its course / The rise in crude oil prices and long-term interest rates also takes a breather / Investment strategy toward year-end / Are real estate and construction, which fell in July–September, a target? / Semiconductor stocks also in focus | Citigroup Securities' Mr. Ryota Sakagami
#13 【What Matters in Investing Is "Returning to Your Original Intent" — Reconfirming the Three-Way Asset Allocation Method ── Okazaki & Tsutsumi's All-In-One Investment Dojo】A Must-See for Beginners! / Explaining the Three Strategies: Long-Term Investing, Wheel, and Trade! / All-In-One Investment Dojo Enters Season 4!
【Why You Should Hold Yen-Denominated Gold in Japan】Yuichi Ikemizu × Aaron Chan Special Dialogue ~Part 2~ | Why Do You Need Gold in Your Portfolio? Experts Discuss Asset Defense Strategies | Gold Investment Recommended for Beginners 【Friday Gold】
Will the Bad Kind of Rate Rise Continue? / Will Rates Calm Down Once We Get Through Central Bank Week? / Debasement Trades / Sectors to Watch Are Companies Strong Under Inflation / Focus on IT Services and Software-Related? | Citigroup Securities, Ryota Sakagami
Will the Bad Kind of Rate Rise Continue? / Will Rates Calm Down Once We Get Through Central Bank Week? / Debasement Trades / Sectors to Watch Are Companies Strong Under Inflation / Focus on IT Services and Software-Related? | Citigroup Securities, Ryota Sakagami
Will the Bad Kind of Rate Rise Continue? / Will Rates Calm Down Once We Get Through Central Bank Week? / Debasement Trades / Sectors to Watch Are Companies Strong Under Inflation / Focus on IT Services and Software-Related? | Citigroup Securities, Ryota Sakagami
Will the Bad Kind of Rate Rise Continue? / Will Rates Calm Down Once We Get Through Central Bank Week? / Debasement Trades / Sectors to Watch Are Companies Strong Under Inflation / Focus on IT Services and Software-Related? | Citigroup Securities, Ryota Sakagami
Is the Turning Point Early October? / What the Iran Situation, Statistics and Supply-Demand Reveal / What Mie Prefecture's Industrial Production Statistics Tell Us About Kioxia's Movements / Tax-Saving Loss Selling by US Fund Managers | Daiwa Securities, Eiji Kinouchi
[Tokyo stock market, Thursday September 10] #NikkeiAverage rebounds for the first time in 3 days 📈 closes at the day's high, up 128 yen／Domestic interest rates again in sight of 3%, buying concentrates in bank stocks／Nintendo, new title announcement falls short of expectations／Wait-and-see mood strengthens ahead of CPI and FOMC
【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】
【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】
【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】
#10 [Hedge strategy triggered by a 15% drop in the Nikkei average — Okazaki & Tsutsumi's All-In Investment Dojo × Ryosuke Okazaki] Profits on Astellas Pharma / The Japanese stock market shifting from semiconductor dominance / Sony and Kawasaki Heavy's wheel strategy #KabuOpu #AssetManagement
Self-driving stocks draw attention as TIER IV goes public / Also designated a key strategic field in the fiscal policy framework / Target of 10,000 self-driving buses, taxis and other vehicles by FY2030 | Stocks to watch: Aisan Technology, Nissan, Isuzu and others [Mr. Hideki Wajima | Picking Japanese Stocks]
[A Thorough Explanation of the Fiscal Policy Framework and Interest Rate Risk | Resona Asset Management, Mr. Koichi Kurose] The contrast between banks that benefit from rising rates and real estate/REITs facing heavier burdens / "Sell on policy" — the peril of an era of 3% long-term rates
【What is the "Morimura Group", valued beyond history?】The ceramics industry growing in importance for semiconductor manufacturing／The roots and surprising history of the Morimura Group／Stocks to watch: TOTO, Noritake, NGK and others 【Hideki Wajima｜Picking Japanese stocks】
【What is the "Morimura Group", valued beyond history?】The ceramics industry growing in importance for semiconductor manufacturing／The roots and surprising history of the Morimura Group／Stocks to watch: TOTO, Noritake, NGK and others 【Hideki Wajima｜Picking Japanese stocks】
【What is the "Morimura Group", valued beyond history?】The ceramics industry growing in importance for semiconductor manufacturing／The roots and surprising history of the Morimura Group／Stocks to watch: TOTO, Noritake, NGK and others 【Hideki Wajima｜Picking Japanese stocks】
Demand expanding with AI servers? What are next-generation power semiconductors? / Does gallium nitride also improve durability and charging speed? / Nvidia's 800VDC concept / Japanese stocks to watch: Rohm and others [Hideki Wajima | Picking Japanese Stocks]
[July 7 (Tue) Tokyo Stock Market] Nikkei Average extends its decline / "Samsung shock" hits, Korea Composite Stock Price Index briefly falls over 8% / Kioxia plunges, closing in on the 70,000-yen "defense line" / Bank stocks rise against the trend, Mitsubishi UFJ hits a record high since listing
[Not an AI Bubble? The True Nature of the Japan-U.S. Stock Rally | #SonyFinancialGroup, Mr. Hiroshi Watanabe] The Japan-U.S. stock rally led by AI and semiconductors / The relationship between yen weakness and PER / The possibility of a 73,500-yen Nikkei average — explaining the key points of the year-end market
Investment in AI data centers isn't reckless!? / A path to monetization with Anthropic's forecast of an operating profit / Structural change in semiconductor demand / Data centers' power consumption problem is an issue / Power-related stocks to watch | UBS Securities, Kenji Yasui
[Japan's Domestic Protein Market Projected to Expand to 40 Billion Yen by 2029!?] Uses expanding from muscle recovery to beauty, health and everyday consumption / Stocks to watch: Morinaga Milk, Lacto Japan, Megmilk Snow Brand, Meiji Holdings [Hideki Wajima | Picking Japanese Stocks]
[Japan's Domestic Protein Market Projected to Expand to 40 Billion Yen by 2029!?] Uses expanding from muscle recovery to beauty, health and everyday consumption / Stocks to watch: Morinaga Milk, Lacto Japan, Megmilk Snow Brand, Meiji Holdings [Hideki Wajima | Picking Japanese Stocks]
Can the Nikkei Average Break 70,000 by Year-End? / The Fall in Japanese Stocks Is a Correction After a Rapid Rise / Double-Digit Profit Growth From Price Hikes Driven by Rising Costs / Fund Inflows From Overseas Investors Are Still Heading to Japan / One US Rate Hike Is Already Priced In | Citigroup Global Markets Japan, Ryota Sakagami
【Toward an Era With No Need for Guarantors — The Reality of the Fast-Growing "Rent Guarantee Business"】| NS Group President & CEO Takayuki Otsuka, "IR on the Offensive" × Tetsuo Inoue / The New Normal of Real Estate × Finance — What Is Rent Guarantee? / Screening Enters the AI Era
Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]
Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]
Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]
Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]
Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]
【May 19 (Tue) Tokyo Stock Market】The Nikkei average falls for a fourth day…the market splits in two on rising rates／Mitsubishi UFJ hits an all-time high on a tailwind of rate-hike expectations／Kioxia falls, Fujikura falls again…is the AI market in a correction phase?／Rate-hike expectations on a GDP beat?
[Concentrated Investment in Central Tokyo Rental Apartments── A REIT Business That Delivers Distribution Growth] Comforia Residential Executive Officer Mr. Shogo Monma "Offensive IR" × Mr. Tetsuo Inoue / Occupancy Over 96%── What Makes Central Tokyo Residential REITs Strong
【April 28 (Tue) Tokyo Stock Market】The Nikkei average falls back for the first time in three days／The SOX index falls back for the first time in 19 trading days／Advantest's earnings outlook comes in below market forecasts／Daiwa Securities Group and Orix, a split verdict on M&A?／Bank stocks firm against a backdrop of rate-hike expectations
[The Overheating AI Market — Where Will Speculative Money Head? | JPMorgan Securities Mr. Masanari Takada] In May, Watch the Price Moves of Japanese, Korean and Taiwanese Semiconductors!? / Where Will Speculative Money Look Next / Beware of Rotation Triggered by Earnings
[The Overheating AI Market — Where Will Speculative Money Head? | JPMorgan Securities Mr. Masanari Takada] In May, Watch the Price Moves of Japanese, Korean and Taiwanese Semiconductors!? / Where Will Speculative Money Look Next / Beware of Rotation Triggered by Earnings
[Is Japanese Glass Technology Indispensable for Higher-Performance Semiconductors!? | Tomotaro Tajima] Demand Expanding for High-Performance Semiconductors and Data Centers / Glass Cloth Is Used in the Insulator / Nitto Boseki Has a 90% Global Share in Low-Thermal-Expansion Glass Cloth
[February-Term Earnings Starting Off Centered on Domestic-Demand Stocks | Tomotaro Tajima] How Much Will the Iran Situation Be Priced In / Domestic-Demand Stocks Fell 9% in the Rate of Change Before and After the Iran War / Stocks to Watch: Sugi HD, MrMax, Yondoshi Holdings, S FOODS, Nomura Co.
[Mar 25 (Wed) Tokyo Stock Market] Nikkei average rises for a second day! Easing fears of a prolonged Iran situation provide a tailwind / Japanese and U.S. software names sold off on Anthropic's advance / IPOs of Basic and J-Pharma open below their offer prices
[Mar 16 (Mon) Tokyo Stock Market] Nikkei average falls for a second day / GS cuts its TOPIX target on geopolitical risk / Among national policy names, physical AI-related ones draw attention / Nasdaq falls below its 200-day moving average — a danger signal for U.S. stocks?
[Power semiconductors gaining renewed attention — the next star shining in a broadly falling market | Tomotaro Tajima] The power semiconductor market heads for medium- to long-term high growth / Caution on high prices and the next investment timing / Stocks to watch: Rohm, Renesas, Sumitomo Bakelite, Shindengen, Enomoto
[Mar 2 (Mon) Tokyo Stock Market] Nikkei average falls back / Buying gathers in electric wire stocks as well as defense names / Two firms raise their target price on Fujikura / Are foreign investors eyeing cross-shareholding-unwinding names? / More wary of U.S. bank stocks than the Middle East situation
[Feb 20 (Fri) Tokyo Stock Market] Nikkei average falls for the first time in three days / Declines centered on the TOPIX Core 30 names / The Takaichi administration's "17 national policy themes" — defense and other major themes look overheated on a PBR basis / Names that rose after strong earnings, such as Tokyo Electron, move into a correction
[Feb 19 (Thu) Tokyo Stock Market] Nikkei average rises for a second day! AI, power, and materials take the lead / Electric wire stocks surge, Sumitomo Electric at an all-time high since listing / Advantest plunges… cyberattack weighs on it / Buying gathers in storage battery and materials names such as JX Advanced Metals and Sumitomo Metal Mining
[Japan's First Next-Generation Technology, Selected as a National Project | Tomotaro Tajima] Which Are the Companies to Watch in Perovskite Solar Cells? / Sekisui Chemical, Kaneka, NITTOKU and More Notable Names Introduced All at Once / An Industry Being Nurtured Ahead of Others as a Japan-First Technology
[Japan's First Next-Generation Technology, Selected as a National Project | Tomotaro Tajima] Which Are the Companies to Watch in Perovskite Solar Cells? / Sekisui Chemical, Kaneka, NITTOKU and More Notable Names Introduced All at Once / An Industry Being Nurtured Ahead of Others as a Japan-First Technology
[Japan's First Next-Generation Technology, Selected as a National Project | Tomotaro Tajima] Which Are the Companies to Watch in Perovskite Solar Cells? / Sekisui Chemical, Kaneka, NITTOKU and More Notable Names Introduced All at Once / An Industry Being Nurtured Ahead of Others as a Japan-First Technology
[Japan's First Next-Generation Technology, Selected as a National Project | Tomotaro Tajima] Which Are the Companies to Watch in Perovskite Solar Cells? / Sekisui Chemical, Kaneka, NITTOKU and More Notable Names Introduced All at Once / An Industry Being Nurtured Ahead of Others as a Japan-First Technology
[With the Nikkei Average in high territory, how do individual investors move? │ Individual investor Rika Yokoyama] Rika Yokoyama's way of using NISA / Accumulation? Growth quota? Explaining how to use NISA for each / Target "sharp drops and earnings" with the growth quota / Use NISA on "earnings + downturn phases"
[With the Nikkei Average in high territory, how do individual investors move? │ Individual investor Rika Yokoyama] Rika Yokoyama's way of using NISA / Accumulation? Growth quota? Explaining how to use NISA for each / Target "sharp drops and earnings" with the growth quota / Use NISA on "earnings + downturn phases"
[Feb 9 (Mon) Tokyo Stock Market] Nikkei average at an all-time high! / An LDP "landslide win" and strong U.S. tech provide a tailwind / ISM manufacturing index to its highest level in 3 years and 5 months / JPMorgan raises its year-end target / Buying in defense-related names such as Mitsubishi Heavy and Kawasaki Heavy
[Potential for a Food Stocks Rally | Eiji Kinouchi] Will FX intervention change the trend? / FX intervention might become a revenue source!? / Will a consumption tax cut happen after the Lower House election? / The sectors that rose after the past two FX interventions
The Age of Inflation = The Age of REITs!? [Are REITs a Financial Product Between Equities and Real Estate Investment? | Hiroshi Torii, Testa] Basic knowledge of J-REITs / How to view rising interest rates / Should you include them in your portfolio / Recommended sectors
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
[Where is the next "10 trillion yen market cap"? The changing of the guard in Japanese stocks accelerates | Tokai Tokyo Intelligence Lab, Takuma Ikemoto] Major stocks with market caps over 10 trillion yen / Companies worth 10 trillion yen make up a third of the TSE Prime / Manufacturing has been increasing in recent years
【Looking for Hints for Next Year's Investing in 2025's Standout Names｜Hideki Wajima】The 2025 Nikkei Average Was a Year of Big Moves／Kioxia Tops the Prime Market's Gainers／Semiconductors Still in Focus, but Rare Earths and Shipbuilding Too?｜Picking Japanese Stocks
【Looking for Hints for Next Year's Investing in 2025's Standout Names｜Hideki Wajima】The 2025 Nikkei Average Was a Year of Big Moves／Kioxia Tops the Prime Market's Gainers／Semiconductors Still in Focus, but Rare Earths and Shipbuilding Too?｜Picking Japanese Stocks
[A Pioneer in RNA Medicine — Clinical Trials Under Way for Brain Tumors and Knee Osteoarthritis] NANO Holdings' Atsushi Matsumura and Satoshi Iino, "Offensive IR" × Tetsuo Inoue / Building an "Equity + Fund" Model by Entering the Financial Business, Partnering With SBI
[How Far Will Japanese Stocks Rise in 2026? A 60,000-Yen Nikkei Average in View | Citigroup Securities, Mr. Ryota Sakagami] With widening disparity, laggard names face a harsh era / Theme stocks are the main act — watch AI, defense, and nuclear power / The key to investment strategy is "themes + structural reform"
[What Will Happen With the Review of TOPIX Constituents? Four Key Points Investors Should Know│Kenichi Hirano] The Stock Reshuffle Brings "Heaven and Hell" Into Sharp Relief／If the Reform Succeeds, the Nikkei Average Reaches "¥65,000"!?／The Dividing Line Is "Continued Inflation"
[BUYMA's Challenge! The Zero-Inventory Revolution, and On to Travel and the Next Generation] Enigmo President and CEO Shokei Suda, "Offensive IR" × Tomohiro Okawa / What Is the New Travel That Buys and Sells "Experiences" Rather Than Goods? / Structural Reform That Lifts Corporate Value With Adjusted EPS
【Nikkei Average falls back｜December 18 (Thu) Tokyo Stock Market】Anxiety over AI investment flares up again…Stocks fall on Oracle's withdrawal／Stationery stocks in focus on the sticker boom／OpenAI's fundraising accelerates! Up to 1 trillion yen in an IPO?／Kewpie bullish with price hikes despite soaring egg prices
[Nikkei Stock Average extends gains | Thursday, December 4, Tokyo Stock Market] TOPIX hits a record high in intraday trading! / Fanuc surges on US administration's "robot reinforcement remarks" / Mos Food's "value appeal" from rivals' price hikes puts all-time high in sight / Buying spreads, Otsuka HD rises
Nikkei Average Rises a Third Straight Day and Recovers the 50,000 Level! [November 27 (Thu) Tokyo Stock Market] Buying Continues on Fed Rate-Cut Expectations / Sanrio Extends Gains on VR Theme Park Announcement / Resonac Hits a New High on Growth Expectations! / Meiji HD in Focus on Immunity Demand
[The Rate of Rise Since the End of 2024 Is Above TOPIX!? | Mr. Yasuhiko Fukano] Real estate market conditions are strong / Tokyo's office vacancy rate is under 3% / In a REIT upswing, go for capital gains rather than yield / Even if long-term rates rise, rent increases are a tailwind
【November 10 (Mon) Tokyo Stock Market】Nikkei Average Rebounds／Hopes Rise for an End to the U.S. Government Shutdown／Half of Respondents in QUICK Monthly Survey Forecast 60,000–70,000 in Three Years／Individual Names Rising on Breaking Away from Rare-Earth Dependence on China／Kioxia Close to a Tenbagger in One Year
[Is the Move Toward Reviving Shipbuilding Getting Serious!? | Mr. Hideki Wajima] Was Japanese shipbuilding once the world's top? / The "Mogami class" adopted for Australia's new ships — what about the related Mitsubishi Heavy and Kawasaki Heavy / Second-tier shipbuilder Namura Shipbuilding / Will expectations turn there next? Mitsui E&S, Chugoku Paint, Japan Eng
【An Era Where Frugality Drives Corporate Earnings｜Tomotaro Tajima】What companies get chosen even amid high prices? ── An all-at-once rundown of stocks to watch that have captured "frugality needs" — Can Do, Aeon, Saizeriya and more 【Tomotaro Tajima's Stock NAVI】| Company Analysis
[Aiming to Become Japan's First Mega-Venture! | Mr. Toru Tokushige] Mr. Tokushige, who serves as head of two companies, Terra Drone and Terra Charge / Always keep doing new things / The benchmark is Elon Musk / The IPO is a waypoint
【October 20 (Mon) Tokyo Stock Market】The Nikkei average rebounds / U.S. regional bank credit risk recedes / Japanese stocks rise as the Takaichi trade reignites / Does SBG's 36 trillion yen market cap exceed its NAV? / Fund inflows into U.S. tech funds increase to an all-time high
【October 20 (Mon) Tokyo Stock Market】The Nikkei average rebounds / U.S. regional bank credit risk recedes / Japanese stocks rise as the Takaichi trade reignites / Does SBG's 36 trillion yen market cap exceed its NAV? / Fund inflows into U.S. tech funds increase to an all-time high
【October 6 (Mon) Tokyo Stock Market】The Nikkei average rises sharply for a second day／Sanaenomics brings buying in defense, nuclear fusion and security names／The Nikkei semiconductor index rises for a third day／Are semiconductor names also a Takaichi trade?／Rate-hike probability from OIS indicators plunges
【October 6 (Mon) Tokyo Stock Market】The Nikkei average rises sharply for a second day／Sanaenomics brings buying in defense, nuclear fusion and security names／The Nikkei semiconductor index rises for a third day／Are semiconductor names also a Takaichi trade?／Rate-hike probability from OIS indicators plunges
【October 6 (Mon) Tokyo Stock Market】The Nikkei average rises sharply for a second day／Sanaenomics brings buying in defense, nuclear fusion and security names／The Nikkei semiconductor index rises for a third day／Are semiconductor names also a Takaichi trade?／Rate-hike probability from OIS indicators plunges
【Is Japan Heaven for Investors!? The Reason Buffett Focused on Japanese Stocks | Jesper Koll】Going Forward, the Global Investment Themes Are Japanese Brands, Defense and KKK Deregulation / Watching the Impact of Reciprocal Tariffs / AI Promotes Growth in Finance
[Friday, October 3 Tokyo Stock Market] The Nikkei average hits a record high / Kioxia hits limit up for a second day but watch for overheating / Hitachi partners with OpenAI, Fujitsu with NVIDIA — good news for semiconductors / Share buybacks at a record high / Recent IPOs struggle
[Thursday, October 2 Tokyo Stock Market] The Nikkei average rebounds / U.S. market: expectations for additional rate cuts rise / Kioxia has the good news of U.S. SanDisk's rise and the Kitakami plant going online / IP-related names in focus again? New anime season airing from October | Japanese stocks
[Thursday, October 2 Tokyo Stock Market] The Nikkei average rebounds / U.S. market: expectations for additional rate cuts rise / Kioxia has the good news of U.S. SanDisk's rise and the Kitakami plant going online / IP-related names in focus again? New anime season airing from October | Japanese stocks
[Is NVIDIA's Investment in Intel a Sign of a Rethink on Semiconductor Front-End Stocks!? │ Hideki Wajima] Japanese stocks have strength in semiconductor front-end manufacturing / Are front-end semiconductor manufacturing stocks lagging behind? / Commentary on Tokyo Electron, Lasertec, Nomura Micro Science and others
[Rolling Out the Skincare Brand "Yunth" Using Its Own In-House AI System] Ai Robotics President Makoto Tatsukawa "Offensive IR" × Mr. Tomohiro Okawa / Data-Driven Business Development with AI × Marketing × Product Strength | Japanese Stock Analysis
[Thursday, September 18 Tokyo Stock Market] The Nikkei average hits a record high / The dot chart points to two 0.25% rate cuts within the year / Japanese stocks: focus on semiconductor materials companies / Will China shut Nvidia out? / Toho's Chainsaw Man opens tomorrow
[Tuesday, September 16 Tokyo Stock Market] The Nikkei average rises for a 4th straight day / Japan's market also climbs after record highs in the Nasdaq and SOX index / Japanese stocks: awareness of bargain-hunting in laggard AI-related names / Uniqlo's domestic sales top 1 trillion yen, but Fast Retailing's share price stalls
