What's the new potential for AI/Semis trade? PCB & CCL
From single LLM Chat to Agentic AI, CPU is taking more attention from GPU/DPU alone.
Research notes
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Writing on strategy, markets, and the decisions behind the public ledger.
Meta Is Becoming the Apple of AI
Pivot to infra provider? Or just admitting to a lost AI model race?
Two Types of Inflation, One Cycle — The Chinese and U.S. Economies Are Heading Toward Different Futures
Core Idea