Paradis
@ParadisLabs
AI, tech & equities research. No investment advice.
加入 March 2026
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1. In the U.S. — Hyperscaler capex is expected to exceed defense spending in 2027.
2. In Korea — The entire trade surplus is chips, driven by memory from $SKHY and Samsung Electronics.
Just shows how crucial semiconductors are as a global macro driver.
Source: Nomura
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