Buying ↗️↗️ : Strategic — Sanyo Denki Co., Ltd. (TSE:6516) 12.07% → 15.89% Seisei — Striders Corporation (TSE:9816) 7.81% → 9.60% Oasis — Shibaura Machine Co., Ltd. (TSE:6104) 10.14% → 11.27% Asset Value Investors — Foster Electric Co., Ltd. (TSE:6794) 8.21% → 9.31% Hikari Tsushin — Fukui Computer Holdings, Inc. (TSE:9790) 12.27% → 13.31% Selling ↘️↘️ : Hikari Tsushin — Ebrains Inc. (TSE:6599) 7.39% → 6.37%

Buying ↗️↗️ : Trivista — Net Protections Holdings, Inc. (TSE:7383) New → 5.81% Hikari Tsushin — Nulab Inc. (TSE:5033) New → 5.10% Strategic — Osaka Steel Co., Ltd. (TSE:5449) 9.49% → 10.59% Oasis — EN Inc. (TSE:4849) 14.54% → 15.63% fundnote — SMK Corporation (TSE:6798) 9.80% → 10.88% Hikari Tsushin — Dawn Corporation (TSE:2303) 10.07% → 11.09% Selling ↘️↘️ : Strategic — Noritake Co., Limited (TSE:5331) 6.47% → 4.36% Orbis Investments — Pole To Win Holdings, Inc. (TSE:3657) 9.10% → 7.69% Orbis Investments — CyberAgent, Inc. (TSE:4751) 5.97% → 4.90% Hikari Tsushin — Tohoku Steel Co., Ltd. (TSE:5484) 77.64% → 77.56%

Why buy $NU when you can just buy $EWZ. Should have known that everything out the US is just a macro trade 😂

Buying ↗️↗️ : Will Field Capital — I-NE Co., Ltd. (TSE:4933) New → 5.10% Seisei — Tokyo Cosmos Electric Co., Ltd. (TSE:6772) 16.78% → 19.51% Oasis — Shibaura Machine Co., Ltd. (TSE:6104) 7.82% → 10.14% Strategic — Noritake Co., Limited (TSE:5331) 6.10% → 8.17% Miri — Syuppin Co., Ltd. (TSE:3179) 8.11% → 9.16% Old Peak Group — Digital Garage, Inc. (TSE:4819) 7.31% → 8.33% Ariake — Ogaki Kyoritsu Bank, Ltd. (TSE:8361) 8.57% → 9.59% Silchester — Miura Co., Ltd. (TSE:6005) 5.06% → 6.07% Seisei — Meiwa Industry Co., Ltd. (TSE:7284) 7.31% → 7.50% Selling ↘️↘️ : Hikari Tsushin — Digital Hearts Holdings Co., Ltd. (TSE:3676) 5.03% → 0.00% Murakami - City Index Eleventh — Exedy Corporation (TSE:7278) 9.11% → 7.98%

Japan is back! It was a really boring 5 days...

Will AI Agents (in training?) inadvertently hack something highly sensitive in the US, leading to a mandatory slowdown or pause in development at some point? If so, what would happen to AI capex spend that has been driving markets?

Buying ↗️↗️ : Oasis — Nidec Corporation (TSE:6594) 6.78% → 7.97% Oasis — Shibaura Machine Co., Ltd. (TSE:6104) 6.76% → 7.82% Axium Capital — ISB Corporation (TSE:9702) 12.53% → 13.57% Oasis — SMS Co., Ltd. (TSE:2175) 25.93% → 26.97% Oasis — Kusuri No Aoki Holdings Co., Ltd. (TSE:3549) 15.10% → 16.14% Asset Value Investors — Sharingtechnology Inc. (TSE:3989) 28.18% → 28.98% Strategic — GungHo Online Entertainment, Inc. (TSE:3765) 8.51% → 9.65% Selling ↘️↘️ : None.

Buying ↗️↗️ : Dalton - NAVF — Yasuda Logistics Corp. (TSE:9324) New → 5.17% Oasis — Infomart Corporation (TSE:2492) 15.82% → 16.95% Oasis — Kobayashi Pharmaceutical Co., Ltd. (TSE:4967) 13.37% → 14.41% Silchester — Suzuken Co., Ltd. (TSE:9987) 8.25% → 9.27% Selling ↘️↘️ : Strategic — Toa Road Corporation (TSE:1882) 10.51% → 8.48%

Buying ↗️↗️ : Hikari Tsushin — OLBA Healthcare Holdings, Inc. (TSE:2689) New → 8.76% Oasis — Infomart Corporation (TSE:2492) 14.42% → 15.82% Murakami - MI2 — AD Works Group Co., Ltd. (TSE:2982) 11.78% → 12.83% Hikari Tsushin — Kamei Corporation (TSE:8037) 6.28% → 6.90% Hikari Tsushin — F&M Co., Ltd. (TSE:4771) 13.60% → 14.13% Hikari Tsushin — Pro-Ship Inc. (TSE:3763) 15.77% → 16.15% Hikari Tsushin — Fukui Computer Holdings, Inc. (TSE:9790) 12.03% → 12.27% Hikari Tsushin — eREX Co., Ltd. (TSE:9517) 22.82% → 23.01% Hikari Tsushin — JustSystems Corporation (TSE:4686) 16.23% → 16.41% Hikari Tsushin — NCD Co., Ltd. (TSE:4783) 9.67% → 9.85% Hikari Tsushin — NTT Data Intramart Corporation (TSE:3850) 9.52% → 9.53% Selling ↘️↘️ : Strategic — Toa Road Corporation (TSE:1882) 12.76% → 10.51% Hikari Tsushin — Takuma Co., Ltd. (TSE:6013) 5.74% → 4.89% Hikari Tsushin — Kyowa Electronic Instruments Co., Ltd. (TSE:6853) 7.09% → 6.24% Hikari Tsushin — Original Engineering Consultants Co., Ltd. (TSE:4642) 17.23% → 16.64% Hikari Tsushin — Tokyo Energy & Systems Inc. (TSE:1945) 7.39% → 6.82% Hikari Tsushin — TVE Co., Ltd. (TSE:6466) 22.36% → 21.79% Hikari Tsushin — Yuasa Co., Ltd. (TSE:8074) 5.11% → 4.86% Hikari Tsushin — Media Do Co., Ltd. (TSE:3678) 19.27% → 19.04% Hikari Tsushin — Hibiya Engineering, Ltd. (TSE:1982) 6.46% → 6.31%

Buying ↗️↗️ : Hiroyuki Maki — Twinbird Corp. (TSE:6897) 10.27% → 11.72% Orbis Investments — Sugi Holdings Co., Ltd. (TSE:7649) 5.01% → 6.26% 3DIP — J. Front Retailing Co., Ltd. (TSE:3086) 9.23% → 10.32% Oasis — EN Inc. (TSE:4849) 12.41% → 13.45% Hikari Tsushin — OAT Agrio Co., Ltd. (TSE:4979) 8.42% → 9.43% Selling ↘️↘️ : Asset Value Investors — Sanyo Shokai Ltd. (TSE:8011) 13.07% → 7.74% Simplex — Toyo Corporation (TSE:8151) 8.77% → 4.96% Sapphireterra Capital — Sanyo Shokai Ltd. (TSE:8011) 8.12% → 4.97% Simplex — Nakanishi Mfg. Co., Ltd. (TSE:5941) 8.43% → 7.28% Orbis Investments — GMO Internet Group, Inc. (TSE:9449) 9.95% → 8.86% Silchester — Nikon Corp. (TSE:7731) 6.06% → 4.98% Strategic — Toa Road Corporation (TSE:1882) 14.79% → 12.76%

Whoh...

Definitely ended up in a woman's only subway car in Tokyo.... #onlyinjapan

Buying ↗️↗️ : Hiroyuki Maki — Twinbird Corp. (TSE:6897) New Position → 6.98% Old Peak Group — Digital Garage, Inc. (TSE:4819) 6.17% → 7.31% Hikari Tsushin / Global Management Partners — Tamai Steamship Co., Ltd. (TSE:9127) 7.15% → 8.21% Oasis — SMS Co., Ltd. (TSE:2175) 21.34% → 22.38% Neuberger Berman — Transaction Co., Ltd. (TSE:7818) 8.96% → 9.99% Selling ↘️↘️ : Hiroyuki Maki — Art Vivant Co., Ltd. (TSE:7523) 39.93% → 0.00%

Buying ↗️↗️ : Seisei — Tokyo Cosmos Electric Co., Ltd. (TSE:6772) 16.78% → 19.51% Hikari Tsushin — Taihei Machinery Works, Ltd. (TSE:6342) 7.13% → 8.17% Hikari Tsushin — Nihon Trim Co., Ltd. (TSE:6788) 18.71% → 19.74% DOE5% — Nippon Felt Co., Ltd. (TSE:3512) 7.38% → 8.40% Selling ↘️↘️ : Murakami (City Index Eleventh) — Exedy Corporation (TSE:7278) 10.20% → 9.11%

Great post from @MikeFritzell about the market cycle and mapping where we might be for the different Asian countries asiancenturystocks.com/emerg…

Great post. Sad to see how much poorer the average Japanese is, both relative and absolute. konichivalue.com/p/takaichi-…?