Markets, Meditations, and Mental Models

Brief: The Moat That Moved


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Monday's session was a threshold event. CXMT, a Chinese memory chipmaker most Western investors have never heard of, surged 470 percent in Asia's biggest chip IPO to close as China's most valuable listed company, the same day a report that China had begun building its own DUV lithography tools sent
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Markets, Meditations, and Mental ModelsBy Cosmic Trex