Alfie-Dexter
@alfie-dexter
🧩 The China factor: 🇨🇳 Tech decoupling weighs. Nasdaq’s China exposure dropped from 12% to 7% since 2022. Onshoring plays (INTC, AMAT) rise while BABA sinks. New tech Cold War? 🚁 #Geopolitics #Semiconductor
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