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Australia’s Pension Giant Makes Its Biggest Yen Bet in Years

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‼️ 🇯🇵 Australian Retirement Trust, Australia’s second-largest pension fund with about A$370 billion ($265 billion) under management, has built its largest yen overweight in years, betting markets are underpricing further Bank of Japan rate hikes. The fund added to the position over the past six months as the currency weakened toward ¥160 per dollar, taking a contrarian bullish stance while many investors remain positioned to sell the yen.

Treasury’s Stealth QE Trade Could Sink Long Yields—and Put the Dollar on Notice

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‼️ Treasury’s Duration Pivot Is Stealth QE by Another Name — And Markets May Be Underpricing the Dollar Risk

Read More: https://bit.ly/DollarBear2026

#Treasuries #FixedIncome #MacroStrategy #BondMarkets #USDBearish #YieldCurve #TermPremium #FederalReserve #Liquidity #InstitutionalInvesting #RatesStrategy #FXMarkets #RepoMarkets #PortfolioStrategy

OpenAI’s Jalapeño Could Break Nvidia’s Inference Pricing Power by 2027

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‼️ 🧠 OpenAI’s Jalapeño Is a Direct Attack on Nvidia’s Inference Economics — and It Could Reset AI Pricing Power in 2027

Read More: https://bit.ly/OpenAI-Jalapeño

#OpenAI #Nvidia #AIInfrastructure #Semiconductors #ArtificialIntelligence #Inference #DataCenters #Broadcom #AIInvesting #EquityResearch #InstitutionalInvestors #CloudComputing

Nvidia’s Jetson Orin Nano 2 Brings Twice the Edge-AI Firepower to Robots and Drones

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‼️ 🧠 Nvidia unveiled Jetson Orin Nano 2, an entry-level edge-AI computer aimed at robotics, delivery and inspection drones, and vision-AI systems. The module delivers 78 TOPS of AI compute, 8GB of memory and an eight-core Arm CPU, offering twice the inference performance of the prior Jetson Orin Nano Super while using 40% less power at equivalent performance. Built on Nvidia’s open software stack and Jetson agent skills, it supports memory-efficient edge deployment of models including Nvidia Cosmos and Nemotron, Google’s Gemma 4 and Alibaba’s Qwen 3; the module and developer kit are expected in the first half of 2027.