Total Assets
Rate Of ReturnThe AI cycle is still in its early innings so despite all the clamours for a bubble, I believe it still has a long runway ahead. However, valuations are getting a bit steep so when a big pullback happens, expect good discounts.
☕️ [Task Coins Giveaway] Daily Market Talk — Korea's $650B Chip Bet
Korea just went all-in on AI. Samsung and SK Hynix are unveiling a combined ~USD 650B, ten-year buildout in chips and AI, the largest corporate spend in the country's history. Singapore is riding the ...
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