2025-01-27
Just keep in mind: Micro and Macro are not the same. The DeepSeek shock has one set up implications at the micro level, for specific US companies (with less moat) But the implications at the macro level can be entirely different (less moat meaning more productivity...) The two
Bloomberg
DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead
- App's lower-cost model upends premise for AI spending boom — Stocks of chip gear makers ASML and Advantest plunge
Just keep in mind: Micro and Macro are not the same. The DeepSeek shock has one set up implications at the micro level, for specific US companies (with less moat) But the implications at the macro level can be entirely different (less moat meaning more productivity...) The two
Financial Times
Tech stocks fall sharply over DeepSeek concerns, with NVDA down 17%+, TSM down 14%+, AMD down 6%+, ASML down 6%+, and MSFT down 3%+
Start-up's model raises questions about need for huge western hardware investment — Tech stocks tumbled on Monday as advances by Chinese artificial intelligence start …
2023-06-12
Simple but important chart https://twitter.com/...
Financial Times
As US-China geopolitical tensions rise, foreign investors sell stock in Bilibili, Alibaba, Tencent, and other Chinese tech companies and reduce startup funding
Financial Times : Tweets: @martijnrasser , @hiddenvaluegems , @nglinsman , and @jnordvig Tweets: Martijn Rasser / @martijnrasser : “China is getting cancelled and the economy is a...
2021-10-08
This, I think, continues to move faster than most expected. https://www.wsj.com/... via @WSJ
Wall Street Journal
Ireland, where most US tech companies have their European HQ, says it will join the global agreement to set a minimum rate of 15% for taxing corporate profits
ending Ireland's 1-2% effective tax rate for some companies https://www.theguardian.com/ ... Cate Long / @cate_long : “Ireland, a low-tax country that is European headquarters to s...