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Kautious
kautious.com
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SoftBank becomes Japan’s AI proxy
MCap ¥48.8T tops Toyota ¥45.9T as shares rally >70% YTD on Arm/OpenAI exposure; France plan: €45B first phase, €75B total, 5GW AI compute.
Watch execution, power costs, bubble risk. $NVDA $AMD #AI
2026-06-01T11:27:27.873Z