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Tosei (8923)

August 18, 2026

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  • US hyperscalers clearly cooking their books
    August 17, 2026
    With US earnings season out of the way, there are a number of AI-related issues specific to hyperscalers which are the engine of data centre spending that keep us awake ...
  • Why we remain negative on AI names
    July 18, 2026
    Why we retain key AI names in our short callsWe continue to advise being very cautiously positioned with our long picks mainly focused on some promising laggards left ...
  • Markets looking increasingly complacent
    May 5, 2026
    Cause for caution persistsIt has been a difficult few months to navigate through these choppy markets in Japan, but in the end, technology and AI names proved to be a ...

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