TETOFFENSIVE! Deep Long

You can bet that you won't hear much on the Chinese AI front for this week and next. They played their game pre-Chinese New Year, specifically for Christmas too, which was equivalent to a Tet offensive - shooting their shot during the biggest holiday of the year. You can see how suppressed Chinese equities are, and this presents an interesting opportunity to add divergence - US v World.

Liquidity follows liquidity and leads to capital gains.

This is irrefutable.