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Main Pages

• Home Overview of Japanese stock themes, key statistics, and featured research articles.
• Japan Stock Alpha Portfolio Hypothetical ¥10M portfolio across 10 Japanese stocks with live price tracking.
• Sitemap This page — a full index of all content on the site.
• About What Japan Stock Alpha is, why it exists, and what we cover.

Company Deep Dives

• Power & AI Bloom Energy: the best way to play AI power scarcity, or a stock already pricing it in? Deep dive into Bloom Energy (BE) — U.S. data-center power scarcity, the Time-to-Power advantage over slow grid interconnection, the narrower competitive gap against gas engines and turbines, what the Oracle and AEP Ohio projects imply, and what the current share price already assumes.
• Semis & AI Micron: even after modeling a real downcycle, I still get $1,300–$1,470 Deep dive into Micron Technology (MU) — why the next memory trough matters more than peak FY27 earnings, strategic customer agreements, HBM supply elasticity, balance-sheet resilience, and a DCF and cycle-average P/E valuation built on a modeled 60% FY30 gross-margin trough.
• Semis & AI Kioxia: the memory maker that became Japan's most valuable company Deep dive into Kioxia (285A.T) — the NAND flash and AI-storage maker that overtook Toyota by market value. Record FY2025 results, why ¥81,200 is broadly fair value, the bull case near ¥141,000, and a downloadable valuation model.
• Berkshire Mitsubishi Corp.: one stock, a world of business Full deep dive into Mitsubishi Corporation (8058.T) — LNG Canada, DCF valuation, FY2026/3 results, and downloadable Excel model.
• Berkshire Marubeni Corporation: the quiet one that just hit ¥10 trillion Deep dive into Marubeni (8002.T) — Strategic Platform Businesses, FY2026/3 earnings, capital allocation under CEO Omoto, and downloadable valuation model.
• Berkshire Mitsui & Co.: the iron ore and LNG one Deep dive into Mitsui & Co. (8031.T) — iron ore, LNG and copper, the MTMP2029 plan and ¥1.4T 2030 profit vision, with a downloadable valuation model.
• Berkshire Itochu Corporation: the consumer-focused one Deep dive into Itochu (8001.T) — the consumer-focused trading house behind FamilyMart. Record profits, hands-on management, and downloadable valuation model.
• Berkshire Sumitomo Corporation: portfolio in motion Deep dive into Sumitomo Corporation (8053.T) — SCSK Digital AI, Sumisho Air Lease, asset replacement, the post-investment free-cash-flow test, and a downloadable valuation model.

Opinion & Deep-Dive Articles

• US × AI I asked Fable 5 to pick stocks for a wobbly market. Then I checked the logic. An AI-assisted research experiment: a buy-side analyst prompt and live market data produce five US stock ideas — UNH, GOOGL, BRK.B, RTX and XOM — with bull/base/bear scenarios, a recalculated expected-value table and a human check on the logic. 10 min read.
• US × AI Is the AI market a bubble? Why “this time is different” is only half true A data-driven opinion piece on the US AI boom — real earnings against bubble-like valuation, concentration and capex risk, compared with the dot-com bubble, Nifty Fifty and Japan 1989. 9 min read.
• Berkshire What Berkshire bought in Japan — and why it worked How Warren Buffett's 2020 bet on five Japanese trading houses became one of Berkshire's best international investments. 8 min read.
• Semis & AI Japan's AI boom: equipment, memory, and materials behind every fab The Japanese chip equipment makers, memory suppliers, and materials specialists powering the global AI infrastructure buildout. 8 min read.
• Defense Japan's defense buildup: the biggest shift since WWII Japan is doubling defense spending to 2% of GDP by 2027 — the listed contractors building fighters, submarines, and missiles. 7 min read.
• Rare Earths Minamitorishima: rare earths under Japan's seabed A remote island atop one of the world's largest rare earth deposits, with test mining starting in 2026. 6 min read.
• Tools Fiscal.ai review: the research platform behind Japan Stock Alpha A hands-on review of Fiscal.ai for Japanese-stock research, earnings documents, KPIs, transcripts and DCF model inputs — including how JSA uses it and the JSAJAPAN discount code. 13 min read.

Research Themes

• Overview Key statistics, index comparisons, and the big investment idea behind Japanese equities.
• Berkshire & Trading Houses Mitsubishi, Mitsui, Itochu, Marubeni, Sumitomo, and Tokio Marine — the sōgō shōsha thesis.
• Semiconductors & AI Tokyo Electron, Advantest, Shin-Etsu, Sony, Denso, Disco, Lasertec, Ibiden, and Kioxia.
• Defense Mitsubishi Heavy Industries, IHI Corporation, and Kawasaki Heavy Industries.
• Rare Earths Toyo Engineering, JAPEX, MODEC, Furukawa, Toa, IDEA Consultants, and Pacific Metals.
• Macro Nikkei vs S&P 500 performance, USD/JPY trends, and P/E ratio comparisons.

Technical

• XML Sitemap Machine-readable sitemap for search engines.
• Robots.txt Crawler directives for search engine bots.