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Japan Just Hit Record Highs. Here’s the Trade to Make.
Political optimism isn’t the only force powering the Japanese rally. So, in today’s Smart Money, Eric Fry takes take a closer look at several other factors driving Japan’s market higher.
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Some sovereign AI news from the past six months or so:
Sweden
- Mistral AI announced a ~€1.2B investment with EcoDataCenter to build AI data center ...
$AMZN got clearance for another 4,504 LEO satellites.
Space competition is heating up on multiple fronts -- constellations, launch, ground infrastruct...
Not an AI Bubble, but a Human Bubble.
