Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
How China's AI Silence Hides Market Risk
China’s AI leaders are staying quiet while the U.S. ramps up tech regulation, but that silence might signal a deeper strategic shift in global semiconductor supply chains. With the S&P 500 hovering near seven thousand six hundred and the VIX dropping to sixteen point seven eight, investors often mistake calm for safety. Lucas and Luna break down why the lack of public posturing from Beijing could actually be a precursor to aggressive policy moves on chip exports and domestic manufacturing. We look at how this geopolitical quietism impacts companies like SK Hynix and Skyworks Solutions, and…
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