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Hoolaaacoo
#SoftBankQ2AIReturns SoftBank reports Q2 FY2026 on Nov 10 and all eyes on its ~$64.6B OpenAI stake (~13% ownership) and Vision Fund marks after the stock halved from June highs and CDS spreads hit 4-year highs amid the AI rout
Last year’s Q2 saw profit more than double to ~$16.6B on OpenAI gains
Will the paper gains hold, or will we see significant mark-to-market pressure? Son’s all-in AI strategy faces its biggest stress test yet #SoftBankQ2AIReturns
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