Warsh is now an important variable in the market. The market is inevitably experiencing early growing pains. Warsh says the market needs to learn to walk on its own, but the market is now taking one step forward and three steps back, like climbing Mount Everest without an oxygen tank. Although it might not be taking medicine, the timing could be very cruel.
☕️ [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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