Orders
Rate Of ReturnThis isn’t just valuation. China’s own AI models and cloud push are finally monetizing, and Alibaba is the proxy. With US chips pausing and Beijing easing, money has a reason to stay. I’m calling this the start of a 6-12 month leadership flip, not a 1-day squeeze.
☕️ [Task Coins Giveaway] Daily Market Talk — China Tech Roars Back
Money rotated hard out of US AI hardware and into China tech. Alibaba ripped 11%, dragging the whole China complex up while US chips wobbled. Meanwhile the Fed minutes flagged AI itself as an inflatio...
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