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Day 415
·
Jun 19
US-China rivalry... I think the US will take direct stakes (ie: 10%) in some critical American technological companies over the coming years, via a multi-trillion-dollar sovereign fund. Similarly to what it recently did with Intel. The US will try to replicate the CCP playbook and prop up local industries.
- Space (launch, infra)
- Drones/Robots (manufacturers and critical components makers)
- Chips
- AI companies
- Energy producers and infra