Dan Loeb bet on these international AI stocks, adding to winning Nvidia and TSMC plays
Core Viewpoint - Third Point is exploring international markets to find more cost-effective investment opportunities in the memory-chip sector [1] Group 1: Company Strategy - Third Point is seeking cheaper alternatives to capitalize on the memory-chip boom by looking overseas [1] Group 2: Industry Context - The memory-chip industry is experiencing significant growth, prompting investment firms to seek advantageous positions [1]