Community Star
BABA Diamond HolderKOSPI is down almost 10% as of now. Samsung Electronics and SK Hynix are “bleeding” as much as 9.5% and 10.9%, respectively.
Institutional and retail investors are dumping AI-related bets amid mounting concerns over financing risks tied to AI infrastructure spending and intensifying competition from China.
The real threat is coming from China. CXMT can bring new capacity online far faster, roughly about a year faster than SK Hynix typically takes 2–3 years to build and ramp advanced fabs.
How can you compete against that speed? I cannot imagine😔
Today is Tuesday. Fed meeting coming Thursday early morning. Watch out and respect Fed😌.
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