Founders: AI's Killer App is Chinese, and Its Victim Might Be US Stocks

Founders AM | Institutional Insights

Jan 27, 2025

∙ Paid

Housekeeping: Good Morning.

Note: We aim to get this report out very early almost daily. However, some materials have been volatile in arriving to us. For now, to optimize materials and time, expect this report between 10 and 11. We will get it our earlier if the data is present.

However Founders Big Event Prep, like Fed and Data releases will still be early when needed.

Deepseek: lots on Deepseek today.. holding some of it back to read first…. first desk reactions included

BANKS ARE PANICKING TO UNDERSTAND ITS IMPLICATIONS BETTER TO MANAGE THEIR PORTFOLIO RISK. THEIR BOOKS, CLIENTS, AND EVERYTHING DEPEND ON NVDA AND US AI STOCKS

GoldFix

Founders: AI's Killer App is Chinese, and Its Victim Might Be US Stocks

Founders AM | Institutional Insights

Note: We aim to get this report out very early almost daily. However, some materials have been volatile in arriving to us. For now, to optimize materials and time, expect this report between 10 and 11. We will get it our earlier if the data is present.

However Founders Big Event Prep, like Fed and Data releases will still be early when needed.

This post is for subscribers in the Founding Member plan