Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
Noah Smith argues Japan's reindustrialization, defense tech and robotics are a major investment opportunity and challenges the AI data-center crowd-out narrative.
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Substack - Noahpinion
Noah Smith joins Coral Capital and argues Japan's hard tech and defense are a major opportunity
Noah Smith's roundup argues Japan's reindustrialization, defense tech, robotics and hard-tech manufacturing are a major investment opportunity, and challenges the AI data-center crowd-out narrative.
The clearest signals are a positive Japan hard-tech and defense theme and a negative China local-growth and fiscal outlook.
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