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The biggest risk has shifted from customer demand toward flawless execution of deployments, GPU commissioning and contracted revenue conversion. The bullish outlook on IREN Limited (IREN) has only got stronger since my last coverage and following the recent sell-off driven by Meta Compute (META) ..…
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In terms of fiscal policy, this year's Two Sessions in March left targets unchanged from those in 2025. By Lynn Song, Chief Economist, Greater China Will China's economy continue to diverge in 2H? The divergence of China's economy continues to widen. This trend is exemplified by two overlapping .…
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