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But we saved everything 🙂.
Mike Bird, reporter at The Wall Street Journal, reflects on the shift in investor sentiment regarding Lip-Bu Tan's shareholdings in Chinese companies. Just over a year ago, scrutiny and outrage were common over these holdings.
Bird points out that interest in these concerns diminished after the related shares increased fivefold in value.
Earlier this year, Mike Bird highlighted that central bank accumulation was a key factor in the gold price surge from 2024, though he cautioned that their reserve moves remain unpredictable (read more). Bird has also observed decreased coverage of TSMC as attention shifted to new stories about AI bottlenecks, even as TSMC shares saw strong gains following tariffs (full story). His reporting continues to track shifts in market attention and sentiment.