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Sony and Nintendo's resilience to tariffs makes Japan a new safe haven for investors. The companies have sealed a relatively harmless tariff deal with the US and are not cannibalizing each other's audiences due to their unique characteristics. Nintendo fans are known for their loyalty and have driven sales of the Switch 2, which broke several records and reversed declining game hardware sales. This has fueled optimism about big tech names in Japan, with stocks reaching new highs.

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