Скачать или смотреть The $100 Billion Gamble: Inside SoftBank’s "Project Izanagi" AI Chip Plan

Masayoshi Son is betting $100 billion to challenge Nvidia. Vietnam’s factories are bracing for another summer of blackouts. And Indonesia’s nickel monopoly is worthless in an LFP world. Is the Asian tech landscape about to break?

【Episode Summary】 In this episode of Asia Tech Macro, Alex (ex-Hedge Fund Analyst) and Maya (Tech Founder) analyze the biggest risks of February 2026. We break down SoftBank’s massive AI chip venture, expose the infrastructure crisis in Vietnam, and explain why the shift to LFP batteries is a disaster for Indonesia’s economy.

【Key Action Items for Investors】

SoftBank Trade: Monitor the NAV discount closely; "Project Izanagi" news could trigger a massive squeeze, but watch Arm leverage levels.

Vietnam Supply Chain: If you manufacture in Northern Vietnam, secure backup power now. The grid deficit is real (10%).

Commodity Short: Short Nickel miners. The structural shift to LFP (65% market share) means the supply glut lasts until 2028.

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