I read Stratfor this morning
'The Russian government has signed a number of agreements with several state-owned enterprises to distribute responsibilities for the development of a wide range of technologies. Under the new contracts, Russia's state-controlled Sberbank will be responsible for the development of AI technologies, Russian Railways will manage the development of quantum communications, Rosatom will manage the development of quantum computing as well as material sciences, Rostec will develop quantum sensors, and both Rostelecom and Rostec will head the development of Russia's 5G infrastructure. The budgets for these developments were not included in the contracts, but are expected to be released closer to fall.'
and went to see the chart. Indeed RTKM looks like it is going to the moon. I will allocate 10% of the portfolio to this stock.
'The Russian government has signed a number of agreements with several state-owned enterprises to distribute responsibilities for the development of a wide range of technologies. Under the new contracts, Russia's state-controlled Sberbank will be responsible for the development of AI technologies, Russian Railways will manage the development of quantum communications, Rosatom will manage the development of quantum computing as well as material sciences, Rostec will develop quantum sensors, and both Rostelecom and Rostec will head the development of Russia's 5G infrastructure. The budgets for these developments were not included in the contracts, but are expected to be released closer to fall.'
and went to see the chart. Indeed RTKM looks like it is going to the moon. I will allocate 10% of the portfolio to this stock.
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