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2026-06-11
The Real Reason SoftBank Group Fell: The "AI Expectation Adjustment" Matters More Than OpenAI Financing Trouble
SoftBank Group's (9984) sharp drop on June 11, 2026 was not mainly about weak earnings or an immediate liquidity concern.
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2026-06-01
Restaurants Are Not Just Food Businesses: They Are Capital Allocation Businesses
When investors look at restaurants, the first question should not be taste.
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