soon I suspect we’ll be having much deeper conversations about Chinese semiconductors, AI infrastructure and how global investors actually access those markets.

most of the major HK names are already on @StableStock, including a growing number of companies sitting directly inside China’s AI and semiconductor supply chain.

the focus will be around which companies actually control the bottlenecks of the AI supply chain.

Innolight is a good example.

https://x.com/arndxt_xo/status/2085316207625069009?s=46&t=hr2fbvcHJGpvp_SbDstdzg