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“Japan announced a $2.3 Trillion package for AI semiconductor for next 14 years. They do what they say.”
@atelicinvest · Unemployed Capital Allocator
Japan's $2.3T AI/semiconductor package is a direct tailwind for Kioxia, Japan's top NAND flash maker, whose industry market cap is dwarfed by incoming investment.
KIOXIALONGIDEA · NOT YET PRICED
“Japan announced a $2.3 Trillion package for AI semiconductor for next 14 years. They do what they say.”
@atelicinvest · Unemployed Capital Allocator
Japan's $2.3T investment plan, the largest in the nation's history, sent the Nikkei past 70,000; broad Japanese equity index momentum continues as money flows into the sector.
JP225LONG@ $73,770.88
$63,038.43-14.55%
since call Jun 25
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