Something interesting is happening in cross-border capital flows. US money is piling into Japanese tech and AI-focused equities, and the reason is pretty straightforward—returns. A major investment bank's recent data shows Japanese tech stocks are outperforming their US counterparts by a notable margin. Investors are clearly chasing alpha wherever it appears, and right now, Tokyo's tech scene is delivering. This shift could signal a broader reallocation as global capital hunts for undervalued opportunities in AI infrastructure and semiconductor plays outside Silicon Valley.

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If delivery is unavailable, th