Jack Huang (Bernhard Huang/้ปๅๅ
๏ผ
@photonjaeger
Photonjaeger (ๅ
ๅญไฟ ๅฎข), TMT/AI/Semis/Optics, ๋ฏธ๊ตญ์ธ/็ฑณๅไบบ/Amerikaner, Chicagoan, @uchicago a while back, Shanghainese food fan, DMs open
๊ฐ์
June 2026
1.6K ํ๋ก์ ์ค 2.3K ํฌ
๐๐, @cherylwoooo
Key reading on days like this.
The main idea from Pรกstor and Veronesi is that prices fall when a technology gets big enough that its risk becomes risk for the whole market. That can happen even when the demand data is fine.
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