What changed
ANYONE FOLLOWING CHINA'S STOCK MKT IN PAST MONTH CAN SEE THE HUGE BOOM IN ALL AI RELATED STOCKS, NOT UNLIKE THE KOSPI BOOM. SEE PIC ON TOP 20 MKT CAP INCREASE, MOSTLY TELECOM & ELECTRONICS
BLOOMBERG & CNBC NOW NOTICED IT & REPORTING IT IN NEGATIVE TONE. AI BOOM REQUIRES NOT JUST GPUS, BUT ALSO MEMORY CHIPS, OPTICAL FIBER, TRANSCEIVERS, MLCCS, PCBS, COPPER/TIN, SUPER CAPACITORS, COOLING MATERIAL, ELECTRONIC GRADE SPECIALIZED CHEMICALS, OCS, MEM CHIPS, POWER CHIPS, GLASS SUBSTRATE & ADVANCED PACK