Global SaaS stocks bleeding -20% to -30% purely on AI replacement fear. Not even happening yet. Just vibes.
US going "All in AI" (cloud compute flex). China playing "AI in all" (embedding AI into physical infrastructure). Dr. Arm Tangnirundorn breaks down why China's winning the Physical AI race.
The bottleneck? Rare Earth elements. 90% controlled by China. Even if US reshores manufacturing, they can't escape the supply chain chokehold.
Market's pricing in disruption before it lands. Classic fear trade. But the real alpha is in who controls the raw materials for the next decade of AI hardware.
US going "All in AI" (cloud compute flex). China playing "AI in all" (embedding AI into physical infrastructure). Dr. Arm Tangnirundorn breaks down why China's winning the Physical AI race.
The bottleneck? Rare Earth elements. 90% controlled by China. Even if US reshores manufacturing, they can't escape the supply chain chokehold.
Market's pricing in disruption before it lands. Classic fear trade. But the real alpha is in who controls the raw materials for the next decade of AI hardware.
