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06.09.26 - 00:06
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Tongtai doubles semiconductor orders on AI data-center demand (Digitimes)
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Facing rapid demand expansion across the semiconductor and AI industries, Tongtai Group (TT Group) has aggressively promoted an import-substitution and localization strategy in recent years. The group is extending its traditional machine tool expertise into hard and brittle material processing, advanced packaging, and smart manufacturing production-line solutions required for semiconductor fabrication....
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05.09.26 - 20:18
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The Soft Antichrist Of The AI Age: What Everyone Is Missing About The US-China Arms Race (ZeroHedge)
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The Soft Antichrist Of The AI Age: What Everyone Is Missing About The US-China Arms Race
Authored by Patrick Feeley via Substack,
I. The word
Peter Thiel spent the back half of last year giving private lectures on the Antichrist, and the word has been loose in the discourse ever since. His political reading is the old one. The Antichrist is not a cartoon devil. He is the figure who arrives offering peace and safety, and who uses the fear of catastrophe to install one universal order. In Thiel's telling that figure is a regulator. He stops technology in the name of survival. The price of the peace is stagnation.
I want the frame. I do not want his conclusion.
The more probable figure is not the one who promises safety. It is the one who promises growth. Most of the world does not lie awake about existential risk from machine intelligence. It lies awake about electricity, logistics, credit, tax collection, and a median citizen who is twenty four and needs work. To that world the universal offer...
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05.09.26 - 17:36
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AI Bears: Right About The Excess, May Be Wrong On The Trade (ZeroHedge)
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AI Bears: Right About The Excess, May Be Wrong On The Trade
Authored by Lance Roberts via RealInvestmentAdvice.com,
While the AI bears focus on concentration and circular financing, the last tech overbuild was financed with debt, and this one is being paid for in cash.
Before I discuss why I disagree with the “AI bears,” I want to state that I respect their opinions, have evaluated their concerns, and have simply derived a different set of conclusions. That is an important statement, because this particular group of “AI bears” includes some of the sharpest risk minds in the business, and they have been early to almost every warning that later mattered.
When people this good line up on one side of a trade, you go back and check your own work. That's what I did, and this article is where I landed. As always, the reason I publish these articles is for accountability later, for you and our clients.
While this group of AI bears may indeed be right about the excess, they could still be po...
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