Andreas Steno Larsen(@AndreasSteno):We have probably peaked in rate of change terms in South Korean data (was always going to be the case in Q3), but in chips prices are up with volumes down so far in August The question is now the landing-zone. I.e. how cyclical is this? My best guess is a lot less cyclical than prior cycles.

Andreas Steno Larsen

@AndreasSteno

If you cannot show it in a meme, then it is not true.. Macro and hunting 5-10x equity cases @RealVision 🍾 Also founder of

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Andreas Steno Larsen@AndreasSteno

2026.08.11 15:38

We have probably peaked in rate of change terms in South Korean data (was always going to be the case in Q3), but in chips prices are up with volumes down so far in August The question is now the landing-zone. I.e. how cyclical is this? My best guess is a lot less cyclical than prior cycles.