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Citi’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24

The Exchange

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Emerging AI Rivalry and Geopolitical Developments

This chapter covers recent geopolitical tensions involving Israel and Iran-backed entities, alongside a notable discovery concerning undersea cable sabotage linked to Russia. It also highlights an innovative AI model developed by China's DeepSeek, which challenges established players in the industry and raises questions about the sustainability of large-scale AI development.

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