Research from Tokyo on Japanese industry, semiconductors, AI infrastructure and capital markets.
News Cutting Room
Can the Little Fish Coordinate the Sharks? Sakana AI’s Reported IPO Preparations TokyoBrainie · Quick Cut · 9 November 2026 JST. Reported preparations are distinct f
News Cutting Room
NVIDIA’s USD 40 Billion per Gigawatt: Opportunity Is Not Cash Collected TokyoBrainie · News Analysis · 7 November 2026 JST. The valuation claims refer to the U.S. cl
古河電公記
A broken blade, but a grip that holds Furukawa Electric opened at JPY 1,719.5 at 09:27, 19.78% below the previous close of 2,143.5. It hit 1,692.5 at 09:30, rose to
News Cutting Room
The post-close heatmap showed NVDA +2.78%, compared with +5.71% in the opening observation. AMD was +11.04%, versus +10.95%; MU was +5.12%, versus +8.10%; and AVGO w
News Cutting Room
Celebration yesterday, panic today. My question is deliberately abrasive: are Americans stupid? It is a challenge to political and financial shortcuts, not a diagnos
Tokyo Dispatch
The Nikkei fell 1.79% while the TOPIX rose 1.16%. Japan did not simply sell off—it split in two. Tokyo Closing Dispatch — 5 November 2026, 15:30 JST Tokyo closed wit