Macroeconomics and Geopolitics

#Memory prices could COLLAPSE as China rapidly floods the market with DRAM and NAND chips

China's CXMT RAM is selling for $150, while the global average price is around $300 to $400. Chinese memory giants CXMT and YMTC are aggressively ramping production, threatening

Sources: tweet, what does it mean?

#US: Temporarily aliens applying for Green Card must return to their home country to apply

Sources: DHSgov tweet

#🇨🇳 $1T China Infrastructure, 30-Year Payback

China is committing roughly $1T to AI/energy infrastructure with a planned 30-year recoup horizon. Patient capital at a scale Western markets aren't structured to deploy.

Sources: tweet

#Fiber optics cable cost 8x up

Fiber optics is still happening at the battlefield, although not as much as it used to be. It's extremely pricey now. We used to buy 50km spool for $300, now it's easily $2500. At least a positive second order effect of the war in the middle east, it's making the war in Ukraine more expensive.

Sources: tweet