🇧🇷🇺🇸-  Book: Making Things Think: https://holloway.com/mtt. Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph.

Since 2021 India is up +60%, while China is down -30%

Little over a year ago I bet friends that NVDA would 5x over 3 years from $400B to $2T

14 months in it sits at $1.75T

Slightly (by what, 4-5x?) incorrect but okay.

China already inflated their market . NVIDIA might be even bigger than Chinese stock market .

ARM up 60% is crazy. Who would have thought Chip War was truly alpha

wild 😂 i know a couple peeps who got rekt investing in china stocks long term, probably many suffering from PTSD there

Have they tried building more empty buildings?