The Market Ticker - Hyperscaler Bankruptcies Coming
Read the title.
Then read it again.
Then find everything in your portfolio connected to those firms and contemplate protecting against a wipe-out in all of them.
Here’s why: China’s DeepSeek has popped out with its latest model at 1% of the price of competing models.
Every tech innovation in my 50 years of being involved in the tech space (yes, really, 50 years of it) has started with something which was rather monopolistic simply on who came up with it but then got commoditized. With PCs, for example, IBM was first, then Compaq came out with a competing model which lasted a little while. Then Televideo (yes, the terminal people who made VT220 compatible text terminals) introduced a very high-quality…….
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Source: https://market-ticker.org/akcs-www?post=255785
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