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July 7, 2024
is on the glide path to get done, probably a carveout for the uk and ultimately i think they pop the champagne after this battle that this deal gets done. what is going to happen in the uk? are they going to come up are they going to come up with some kind of compromise to meet the regulators demand? yeah, we think they carveout, there is a piece on the subscription side they carveout, to ultimately give the uk regulators what they want and i think this is all a game of poker and i thi...
July 12, 2023
Use of ai is going to create a lot of demand for highโend chips and a lot of them will come from taiwan so there is a cycle going on right now, period of weakness at the moment. it should be better by the end of the year into next year. how concerned should these asian economies are be about chinas economic growth because 5% growth target is not bad at all but at the same time we have been getting quite a lot of week data and some expressing concerns that china could actually be in a deflation...