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M
Moose_

Jul 9 at 02:57 AM

finally. baba +11% and the whole china tech complex woke up. rotation out of overpriced US chips into cheap china software makes total sense to me. been holding since it was left for dead.

C
Captain's Watch
☕️ [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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