{"id":11682,"date":"2023-08-11T09:28:43","date_gmt":"2023-08-11T08:28:43","guid":{"rendered":"https:\/\/www.gpbullhound.com\/?post_type=article&p=11682"},"modified":"2023-08-18T08:04:15","modified_gmt":"2023-08-18T07:04:15","slug":"tech-thoughts-newsletter-11-august-2023","status":"publish","type":"article","link":"https:\/\/www.gpbullhound.com\/articles\/tech-thoughts-newsletter-11-august-2023\/","title":{"rendered":"Tech Thoughts Newsletter \u2013 11 August 2023."},"content":{"rendered":"\n

Market: <\/strong>the market continues to be volatile, on broadly lower volumes. The macro data is still mixed \u2013 China data released this week showed exports falling for a third consecutive month, which was followed by China officially falling into deflation as consumer and producer prices both dropped in July. Now the market is waiting to see what stimulus plans may emerge there. US inflation data was better (lower) than expectations, which helped stocks and tech into the end of the week.  <\/p>\n\n\n\n

Portfolio: <\/strong>we made no major changes to the portfolio this week. <\/p>\n\n\n\n

AI arms race continues <\/strong>\u2013 Nvidia still gated by supply <\/strong><\/p>\n\n\n\n