Great analysis, you missed the Apple car which would have catapulted Apple's position as a game changer. Alas, it was Xiaomi that went all in with great success. I always saw Tim Cook as a supply chain man, keeping the gravy train running smoothly and delivering the bacon like clockwork.  Obviously, if Apple had a better iPhone on wheels than Tesla but made in China, Trump's tariffs will definitely upset the Apple cart. I have a bearish put spread on Apple, buying a $235 Put and selling a $230 put expiry on 31st Jan. Let's see if we got it right. 

Shall I beat him up by asking Deepseek to rebut his article with a 15,000 word rant? Unfortunately, I just got a "the server is busy, try again later".  My immediate take, Nvidia is the sole beneficiary of AI compute power as it made it's CUDA driver, arguably the most powerful closed source engine for AI training and inference. That doesn't include insatiable demand, the newly launched RTX5090 and RTX5080 are already out of stock. Nvidia could have grown faster if not stifled by TSMC's production capacity. There are 2 big trends he missed. 1. Just as we all own multiple cameras around us, think iPhone, iPad, Macbook, CCTV, car cams, etc. AI will evolve from general purpose to application specific just as Intel has lost the plot just as CPUs have been surpassed by GPUs

unlikely, expect another 20% after the 10:1 split

it's one of the failures of a centrally planned economy. China is reflecting the same issues. In Japan's large cities, many own a car. The govt only made it prohibitively costly to drive one or park one. Largely becos, Japan makes cars and also many drive out of town for weekends.  Singapore should review the auction based COE system. It does not reflect a caring society but one in favor of the wealthy. The rich can buy time but everyone else must wait for the next train or bus. 

about time to get rid of the elephant in the room that has fallen from grace. Nvidia, AMD, Qualcomm, Broadcom are the real game changers.