AI investments are flowing to $RLC. Its maximum supply is only 87 million. The price is quite expensive given the $ASI supply. $FET sellers beware #RLC oversupply is pouring in

As most countries try self sufficiency with crazy amount of investments we are likely to see huge oversupply with crazing prices in 2-3 years
Good for consumers but not the companies making largescale investments
China Creates $47.5 Billion Chip Fund to Fuel Self-Resilience

Oh look, it's an industry which uses lots of land in very specific places run by profit chasing market dominant suppliers, and somehow they've built themselves an enormous oversupply that's crushing prices

That's weird, bc I was led to believe that couldn't happen

China is now having more homes built to completion than sales/demand by a huge margin

This had been going on for years via oversupply but now that confidence has imploded, prices keep falling

It’s gotten so bad Beijing wants to buy up $50B worth of idle homes to put a floor🤦🏻‍♂️

This video speaks volumes about the oversupply in China's housing market. 15 tower blocks in Kunming 昆明, the capital of Yunnan province, were demolished last month after sitting unfinished for eight years. x.com/evolusibina/st…

Ever wonder how your favorite store decides how much inventory to keep?

Chances are, they aren't getting it right.

In the United States, retailers are sitting on billions in unsold goods due to poor inventory management, posing significant risks:

1. Oversupply leads to waste

#Turkish #banks ' recent surge in debt issuance signals renewed investor confidence following a shift to conventional macroeconomic policies post-election. Rising costs hint at oversupply, but improved market access is a clear credit positive. Read more: ow.ly/bGeM50RZZKJ

#natgas futures fell about 4% to a two-week low on Wednesday on signs some drillers were starting to pull more gas out of the ground and worries about the oversupply of gas still in storage. We are about 26% above normal levels for this time of year.
$ung $Boil $kold

#natgas climbed ~3% on Tuesday on forecasts for more demand over the next two weeks and as more gas flowed to #LNG export plants. Prices rose despite signs that some drillers were starting to pull more gas out of the ground and the tremendous oversupply still in storage. $ung

MS had put out an interesting report on who in AI world would have over supply in 3 years. They dont see much oversupply today but expect some starting next year. Comparison w/Mobile cycle suggests 'Blue Sky' room to run for AI names. $GOOGL Deepmind slide was interesting.

Just in: Germany loses BILLIONS from wasted electricity

“There is often an oversupply of green electricity which leads to negative prices. This, plus expensive electricity imports are creating a grave worth billions”

It only we had a buyer to monetize that wasted green energy

🇨🇦 April #CPI should provide enough evidence of sustained disinflation for a June cut 🇨🇦 - the U.S. early-2024 rebound did not translate to Canada and shelter inflation has started to roll-over. Most CPI categories have continued to slow, consistent with an economy in oversupply

An oversupply of low-cost #Chinese exports threatens the global economy as a whole. #CCPChina 's industrial policy has a history of leading to significant overinvestment! Charles R. Smith🔹 Solomon Yue Dan DiMicco 1/3

Barrett Linburg Will there be oversupply?

NEW: A job crunch facing India's most elite engineering graduates has raised short term worries of oversupply, inadequate skills, high salary expectations. Will the IIT crisis compound as AI usurps jobs?

menaka doshi writes in India Edition (Free to read) trib.al/vaYzOkK

Zamora's Nickel Asia sees Q1 2024 profit plunge to P202M amid nickel oversupply.

Car prices are about to drop, an oversupply of vehicles will lead to manufacturers slashing prices. There are too many cars and not enough buyers.

UBS reports that the production of cars is outpacing sales by 6%, this leaves about 5 million cars just sitting around, unsold. To

🔴 ชวนดู live คุยกับคุณสุทธิชัย หยุ่น 🔴

ถก 1+3 ความท้าทายที่เศรษฐกิจไทยกำลังเผชิญหน้า

1 = กระแสลมโลก สงครามการค้า และ oversupply จากจีน

3 = โจทย์เศรษฐกิจไทยที่ถูกมองข้าม 3 ข้อ คือ เราลงทุนน้อยไป พึ่งคนอื่นมากไป และเปลี่ยนผ่านเร็วเกินไป

🔗 youtube.com/live/KaM_hAfGX…

While we are concerned about maternal mortality in Africa, the developed economies are worried about diminishing fertility. Japan has an oversupply of homes in millions, while African cities are congested. So, what gives? Africa is going to get a lot of attention very soon.

NVDA reports today

Likelihood they meet or exceed EPS estimates

If they miss expectations, expect a 10-20% pull back. This is buying opportunity.

Solid balance sheet and at least three years before we get into chip oversupply territory assuming current conditions