In my mind, softbank goes back to being the most valuable company in the world again.
The whole reason is the nav discount.
The market cap is only 250 billion market cap or something
Share price is like 5500
Nav is like 10k or something
They own 13% of Openai, 90% of arm and only Like 100-200 billion of debt. They have SBneo, the patch as a service thing. Building The biggest data centres in Europe or America or something. The robotics. the Plus they own a bunch of other great stuff and are buying things etc.
Look at their latest YouTube video in English. Barely 1k views. It's a joke. The mass media things that SoftBank is a joke because of wework durrr. But he also did Alibaba. He's legendary. He's got the chokehold on CPUs.
To be fair the risks are AI going tits up. Or the violent Japanese price swings this stock makes.
I think Warren would approve.
I think it'll be at 8500-9000 yen post earnings.