SFTBY SoftBank Group Corp. Loading... 9984 9984.T

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Time Author Thesis Company / ticker Signal Since call Position Source
04:45
Oct 05
Alexander Good
"Long SFTBY vs software and consulting"
"Long SFTBY as the long leg of the expressed pair against lower $ACN/$IGV, as AI spending continues and the author turns bearish on software and consulting."
SFTBY SoftBank Group Corp. Long — —
04:44
Oct 05
Alexander Good
Long SoftBank versus software and consulting
"Long SFTBY as an AI-linked long leg versus $ACN and $IGV; the author expects AI spending to keep accelerating on national-security grounds while software and consulting get squeezed."
SFTBY SoftBank Group Corp. Long 3RD — —
04:35
Oct 02
Momoka Bloomberg Markets
Bloomberg Markets
SoftBank well-positioned for AI growth.
SoftBank is well-positioned for AI growth because its portfolio is diversified beyond pure AI developers; Arm designs CPUs used across the AI supply chain, and SoftBank also invests in energy and physical AI. As long as investors believe in AI growth, SoftBank should benefit regardless of who wins the race, with OpenAI's delayed IPO and Anthropic's IPO as key sentiment catalysts.
SFTBY SoftBank Group Corp. Long 1ST — —
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About SFTBY Investor Commentary

Across the available history and selected sources, Buzzberg tracks SFTBY (SoftBank Group Corp.) across 40 sources: 36 bullish vs 10 bearish calls from 70 authors. Historical directional balance: 21% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 122 total trade ideas tracked. Past 7 days, before deduplication: 7 other directions. Latest voices: Alexander Good, Momoka.