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Exotic: a highly in-demand, scarce, and inaccessible financial asset.
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One Market to Rule Them All
Joined September 2024
- Restricted access is a tale as old as time. Exotic fixes this.US-CHINA ROBOTICS DECOUPLING BEGINS Bernstein says the FCC ban on new foreign-made mobile robots marks the start of U.S.-China robotics decoupling. Restrictions could expand to AI chips and investments, while China could retaliate through data controls or rare-earth magnets.
- AI power demand is outrunning grids, and solar plus storage is the only solution fast and cheap enough to close the gap. China dominates the supply chain at unmatched scale and margins, yet its global leaders remain priced for a domestic price war.
ArticleChina’s Energy DominanceAI power demand is outrunning grids, turbines, and transmission, and solar-plus-storage is the only thing deployable fast and cheap enough to close the gap. That hardware (cells, modules, inverters,... - The incentives to shift to solar power have never been higher. The @wef targets 70% wind + solar by 2050, with robots accelerating the buildout. China is the dominant manufacturer behind both of these trends. Place your bets wisely.
- Countries worldwide are searching for the fastest way to add power. Cuba’s answer to scarce oil is solar. China accounts for more than 80% of capacity at every stage of solar panel manufacturing. Wherever panels go up, Chinese industry benefits. Exotic.
