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Parent Post: ROK hedging.........
rick
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7/29/2026, 3:43:41 PM
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https://x.com/kobeissiletter/status/2082463897387257895?s=46 there is no second place in the AI race. China doing it cheaper better is crushing S Korea
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hyokkim
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7/29/2026, 4:51:07 PM
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https://www.youtube.com/watch?v=VV_vbj62aQ4 Chinese GDP is a fraud. You are still very naive/shallow in economics, in correlating financial performance with economic performance. https://en.wikipedia.org/wiki/1973%E2%80%931974_stock_market_crash U.S. stock market did just as bad in the 70s; what happened to U.S. stock market, and economy later on? Even more, in ROK, unlike in U.S. in 70s, the financial downturn was not accompanied by economic downturn, on the contrary, it is accompanied by even stronger economic performance. https://www.marketwatch.com/story/south-korea-s-economic-growth-beats-expectations-supported-by-chip-exports-2nd-update-fecf1d3d Most important of all, ROK does not commit GDP fraud unlike China. Kobeissi is neither an economics nor an industry A.I. expert, but a financial market guru. ''there is no second place in the AI race. China doing it cheaper better is crushing S Korea'' Here is what Jason Huang has to say: https://thesiliconreview.com/2026/06/nvidia-ceo-robotics-south-korea-jensen-huang Jason Huang vs Adam Kobeissi! Dude, are you for real? What are you smoking? You've been had: https://fortune.com/2025/01/29/deepseek-ai-china-safety-newsguard-kela-navy-national-security/
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