The Three Trades Inside Japan’s HALO Position: Buffett’s Yen Carry, Elliott’s Governance Arbitrage, and the 1,400% Cable Company Nobody Covered

An AI revolution built on physical infrastructure created an unexpected winner: Japan. But the real story isn’t macro — it’s three separate, stackable profit mechanisms running simultaneously, each sourced to primary documents. Here is every claim verified, every mechanism named, and every number traced to its origin.