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Long-form 2026-09-21 · 05:30 ET
Excess Returns — Jason Hsu: China AI gap, capex arms race, S&P seven
Rayliant CIO: China models on-par/open-source; energy grid edge; hardware rents until overcapacity; Mag7 CapEx arms race; S&P is one-tree, not diversifier.
asr Excess Returns · Rayliant Global Advisors · Research Affiliates · DeepSeek
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