Nonsense. Do you think these landlords intentionally overpaid for the properties? They are sophisticated entities who like to pay at or below fair value.
You are wrong. Memory production is being expanded in 2026 and will expand further in 2027 and 2028 as the memory suppliers catch up on fab shell capacity.
It going to be misleading to look at the fraction and I think it's misleading to only look at PE investors. It's more important to look at the fraction of demand for homes that are on the market.
Investors bought 1/3 of the US homes sold in 2023. This is, I think, quite alarming, especially since a small amount of extra demand can have a large effect on prices.
China has promised to wage war and forcibly subjugate Taiwan, a democratic ally and critical trade partner. If China backed off Taiwan for a few decades, I think the US would drop export controls.
>If China backed off Taiwan for a few decades, I think the US would drop export controls.
Total historical illiteracy. if only there was an island nation immediately southeast of the US we could look to for information on how America treats countries that try the whole "back off" thing
You should really seek to actually understand an issue before you comment so arrogantly.
US authorities are ok with Chinese companies accessing GPUs in overseas DCs because those DCs will still be subject any US export controls. Right now, we don’t really care if Chinese companies are building tier-2 LLMs on US gear. If China invades Taiwan or frontier models approach AGI, we will shut down those Malaysian and Thai data centers overnight.
Traditional social norms are reversed online because there is no threat of immediate violence. Arrogance gets attention. Politeness gets ignored. Don't be so harsh. It's just how this generation communicates.
That’s just because they spun off all the high quality companies (Agilent, Keysight, Verigy, Avago). The PC server and consumer print business have always been commodity product.
