USA is afraid of growing competition from Huawei. So they will flood the world with Nvidia chips to block Huawei. China must provide subsidies to boost Huawei ascend chip production to gain a foothold in the market before Nvidia can establish a monopoly.
Why Nvidia Investors Are Cheering Trump’s Likely Dismantling of Biden’s AI Chip Rules
The policy change could make it easier for AI chip companies to sell into the Middle EastShares of Nvidia closed up 3.1% Wednesday after a report that the Trump administration is not planning to imple
🌟🌟🌟I am devastated to learn that this will be Warren Buffett's Final Berkshire Hathaway Meeting as it will mark the end of a wonderful era at Berkshire Hathaway as well as his generous sharing of his countless pearls of wisdom over the years. His parting remarks covered everything from leadership transition and capital allocation to trade policy and the importance of rational decision making. In his characteristic down to earth style, Warren Buffett emphasised the value of patience and a long term perspective. These are important themes that have resonated with me ever since I first started following his principles in investing. The key lessons that I learnt are: 1. Embracing a long term perspective : One of the key lessons&
Buffet retires. End of the buffet era. Now begins the Michael Saylor era. Saylor will lead the next generation of investors as the next legendary investor.
I am like Michael Saylor. I invest in revolutionary, game changing, undervalued technology of tomorrow. invest in disruptive new assets that nobody else recognizes nor understands. buy and hold forever. never sell. pass it down to your children. when's the best time to sell Bitcoin? never, you pass it to your children to build generational wealth. my kids will be born with a bitcoin spoon in their mouth. they will never have to work a day in their lives. because in a decade or so, Bitcoin will be worth millions. trades are not measured in months, not even years. trades should be measured in decades or even generations. if my parents gave me stocks on my first birthday, I would be a millionaire now. I'll make sure to pa
Titanic has hit the iceberg. Now comes the boom in lifeboats and life jackets. The biggest winner will be which country can take in the most American refugees? Let the refugee housing building spree begin.
Trump Promised a Markets Boom. 100 Days In, Stocks Have Only Seen Damage
Donald Trump promised Americans a “boom like no other” if they elected him president. But based on the stock market’s performance during his first 100 days in office, it depends on what you mean by “b
Why would we want to maintain the abusive USA monopoly which is oppressing the whole world? Monopoly hurts everyone with high prices and low quality. We need competition from China to drive innovation and improvement. Optimus production should be moved to shanghai gigafactory. Mag 7 should relocate to China. Building rare earth production and refining in USA would take a decade. And horrible damage to the environment. You don't want to do that. Plus higher prices too. Better to move production to China.
China's halt on a wide range of critical minerals and magnet exports in retaliation for U.S. tariffs has disrupted some of Elon Musk's plans to build humanoid robots. The very act of Beijing choking off supplies of critical components highlights the urgent need to friendshore or reshore rare earths mining and refining, as well as advanced technology supply chains, if the U.S. hopes to maintain its dominance into the 2030s.On Tuesday, Musk revealed during Tesla's earnings call that plans to build humanoid robots had hit a snag due to Beijing's ban on certain rare earth metals and magnets critical for the motors and actuators that power the robots.Musk told investors that Tesla's Optimus humanoid robots have electric motors that operate in a confined space and require special magnets:. "That's more affected by the supply chain, by basically China requiring an export license to send out anywhere w. Musk warned that a shortage of magnets could slow down the production of Optimus robots.Tha
He should sell optimus to xAI. Then sell tesla cars division (minus optimus) to BYD. Then focus on xAI and develop optimus. This is only way to redeem tesla brand.
Investors Relieved Musk Will Refocus on Tesla, but Worry About Brand Damage
Musk to reduce DOGE involvement, focus more on TeslaExperts warn Tesla faces long road to brand recoveryTesla's Q1 profit drops 71%, misses estimatesTesla investors breathed a sigh of relief after CEO
Bessent Sees De-Escalation With China, Situation Unsustainable
US Treasury Secretary Scott Bessent told a closed-door investor summit Tuesday that the tariff standoff with China is unsustainable and that he expects the situation to de-escalate.Bessent added that negotiations haven’t started but that a deal is possible, according to people who attended his session at an event hosted by JPMorgan Chase & Co. in Washington, which wasn’t open to the public or media.The Treasury Department didn’t immediately respond to a request for comment.The US Treasury chief