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People are dunking on it but this is a serious point IT'S NOT JUST CHINA All East Asians are in the semiconductor/AI supply chain, all are getting a w…
People are dunking on it but this is a serious pointIT'S NOT JUST CHINAAll East Asians are in the semiconductor/AI supply chain, all are getting a windfall, but all have currency depreciation vs USD pumped by downstream AI hype, and Americans… somehow don't like it?The Economist: A new Plaza Accord without China would