Jack Huang (Bernhard Huang/黃傑克）
@photonjaeger
Photonjaeger (光子俠客), TMT/AI/Semis/Optics, 미국인/米國人/Amerikaner, Chicagoan, @uchicago a while back, Shanghainese food fan, DMs open
加入 June 2026
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👀👀, @cherylwoooo
Key reading on days like this.
The main idea from Pástor 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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