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Crypto

Legendary Trader Cissan Predicts Consolidation in AI Sector

11/25/2025, 01:06
AI SUMMARY
●• Cissan argues Google will dominate AI software, rendering competitors vulnerable
●• Trader expresses bearish stance on IP-related stocks due to generative AI
●• Japanese officials reiterate close monitoring of FX markets amid volatility
Prominent Japanese trader Cissan has expressed a bearish outlook on the AI software sector, suggesting that most companies will fail to compete with Google's dominance. He views AI hardware as a viable investment but believes the software and IP sectors are vulnerable to bankruptcy or obsolescence due to the "winner-takes-all" nature of the tech. Separately, Japanese government officials, including the Minister of Economic Revitalization, stated they are monitoring foreign exchange markets with a "high sense of urgency," signaling potential intervention concerns.

Sources (2)

01@cissan_9984↗02@Min_FX↗
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