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What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney

Prof G Markets

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Tech Rivalry and Global Shifts

This chapter explores the intensifying competition between the U.S. and China in the tech sector, particularly focusing on Huawei's new AI processor aimed at rivaling NVIDIA's offerings. It delves into broader geopolitical dynamics, including Apple's production shift to India and the evolving landscape of global manufacturing. The discussion also addresses the implications of STEM education advancements, international business relations, and the future roles of countries like India and Vietnam in shaping the tech industry's future.

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