#India lost its 5th spot in #stock_market cap to Taiwan this week. The gap is $30 billion, and the main reason: TSMC.
Credit: Zerodha (https://substack.com/@zerodhaonline/note/c-265315009)
It takes a lot to squander the potential of a massive country like India. But the easiest way is to restrict your entire attention on yourself and your crony friends. Meanwhile, don't forget to distract the rest with something useless, like... I don't know! Religion?
"Wall Street is hyping a trillion dollar IPO, but what if it’s a ticking time bomb?
OpenAI’s explosive growth hides a flaw that could shake markets, and your retirement.
A $750B-$1T valuation sounds unstoppable, but it only works if everything goes perfectly. Unlike traditional software giants, AI doesn’t scale cheaply. Every prompt burns real resources (power, chips, cooling), turning growth into a cost multiplier instead of profit.
And the ripple effects could be brutal. To fund a massive IPO, institutional money may be pulled from companies like Apple, Microsoft, and Nvidia, triggering selling pressure across the S&P 500.
Once public filings reveal the true cost of AI infrastructure, the narrative could collapse overnight. Is this the next tech revolution, or the biggest market illusion yet?"—The Infographics Show
Why OpenAI's IPO wil crash the stock market >
https://youtu.be/pw3LHEdsjEo?si=6XYFkiemClIpLbWC
#market_illusion #liquidity_drain #forecasts #infrastructure_cost #growth #prompts #losses #IPO #stocks #Open_AI #finance #software #stock_market #shares #crash #trades #value #inflation #technology #NVIDIA #Apple #Microsoft #sinking_boat

昨天下班後上宿舍頂樓刮除土屑,等雨洗淨再來做防水塗層。拍照設備也一併扛上去,可惜景不夠好,沒拍。但認出最萌小殺手,鵂鶹 ,的鳴聲,於是靜靜地聽了好久。
啊!我真的需要大砲鏡頭(TWD 235,000+排隊等),台股幫幫忙!
#collared_owlet #hope #stock_market #alishan_national_forest_recreation_area #taiwan #formosa #small_mountainous_island_country
VinMetal, công ty thép thuộc Vingroup, vừa nâng vốn điều lệ từ 10.000 tỷ lên 15.000 tỷ đồng, tăng thêm 5.000 tỷ đồng. 🚀📈 #VinMetal #Vingroup #thép #cổphiếu #đầu_tư #Vietnam #steel #investment #stock_market
The #CSL bloodbath is really unexpected. 🙁