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Wartime Capital Markets: Equity Becomes a Supply-Chain Weapon
Автор: Mine, Print, Hash Clips
Загружено: 2026-02-27
Просмотров: 21
Описание: Cameron and Matt argue capital allocation is starting to look more “wartime” and strategic, not purely ROI-driven. The clearest example is big-tech/semis tie-ups: “Meta and AMD agreeing to an AI chip deal”, with “Meta…own[ing] as much as 10% of AMD stock”. The broader point is that equity is being used like a supply-chain tool: taking stakes to lock inputs and “stockpile for critical supplies”, including mentions of rare earths and semiconductor capacity.
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