This is particularly promising because Itochu is not an AI “pure play,” but rather a robust company with diversified cash flow. The risk is therefore manageable, and the investment amounts are modest. However, AI could be particularly interesting for trading companies like Itochu, as they typically have very complex supply chains across their various business segments—such as food, commodities, and chemicals—which could be made more efficient and flexible with AI.
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@PikaPika0105 I completely agree with you. Just take a look at the high level of debt among the Irish, for example.
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I'd be interested to hear the technical analysts' take on this. As a layperson, I see massive resistance at around €11.50.
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@Tenbagger2024 All of the AI infrastructure pure plays, such as Iren or Nebius, are a ticking time bomb. They are the textbook example of the AI bubble. They lack a solid technological foundation and face the looming threat of being replaced.
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