Syz the moment

exacerbated by a note from Citrini Research that was passed around getting over 20mm views, saying nothing new but re-highlighting the potential impact on jobs and tech firms in the next few years... “The sole intent of this piece is modeling a scenario that’s been relatively underexplored,” a preface to the article, which was published Sunday, said. “Hopefully, reading this leaves you more prepared for potential left tail risks as AI makes the economy increasingly weird.” Investors, once again, dumped shares of any company seen at the slightest risk of being displaced which lead Goldman's AI-at-Risk basket fell to its lowest since Nov 2016... Since: Bloomberg, zerohedge

Source: Vala Afshar @ValaAfshar

It’s actively replacing humans with robots as human/robot ratio declined from 3 in 2020 to 1.5 in 2025. Imagine what’ll happen to margins as the number of robots deployed passes the number of employees. Source: Oguz Erkan @oguzerkan Ark Invest

NB: These are NOT investment recommendations Stocks World @anandchokshi19

• Trade tensions, geopolitics, and policy uncertainty top the list • Tariffs dominate in Asia-Pacific and inflation and conflict lead fears in the Americas Source: Visual Capitalist

Chinese brands now represent a RECORD ~10% of all passenger cars sold in Europe. This surpassed both US and South Korean rivals for the 1st time EVER. Their EV market presence more than DOUBLED in 2025, to 11%, and hit 16% in December alone. Japanese brands remain the leaders at ~13% but at this pace China will overtake Japan as early as 2026. China is starting to dominate the global car market. Source: Global Markets Investor Bloomberg, Dataforce

Source: BofA

Source: Bloomberg