SoftBank: Why Masayoshi Son’s Brainchild Could Be A Bargain AI Play

SoftBank owns a $230 billion portfolio filled with high-growth tech, telecom, and AI investments—including a majority stake in Arm. 

But despite its assets, the stock is trading at a steep discount to its net asset value. 

So, is this a rare value play - or a sign of deeper risks?

In today’s episode, Finimize analyst Russell Burns breaks down SoftBank’s strategy, its bets on AI and semiconductors, and what that valuation gap means for investors.

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