📈 Markets Monday for 2025-09-01

September 1, 2025

Labor Day meant US markets were closed. The quiet allowed me to to ponder pre-market news coverage. Notably, three articles caught my attention in reference to China verticalization (aka vertical integration) and the lack of AI value chain connections to NVIDIA, H20 or otherwise.

https://www.techmeme.com/250901/p11#a250901p11

https://www.techmeme.com/250901/p12#a250901p12

https://www.techmeme.com/250901/p1#a250901p1

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