Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

🚨 WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED!! The U.S. market just lost over $1 TRILLION in one day. But the worst things are happening with chip and AI companies. Trump came to China with 30 CEO's of TOP world companies. And NVIDIA CEO Jensen Huang was with them. Nvidia...

DeFiTracer's profile picture

ᴛʀᴀᴄᴇʀ

403,695 subscribers

257,999 Aufrufe • vor 2 Monaten •via X (Twitter)

Nachrichten & PolitikFinanzen
LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Ingraham: Trump announced he's lifting some export controls on Nvidia allowing the chip maker to sell some products to approved customers in China. Why are we giving anything to China? Johnson: I met with Jenson, the CEO of Nvidia and the way he explains is he has about 95% market share effectively of AI. And with the chips and everything that is involved in that, his argument is if he's not able to compete in China, their system can over take him and thus the U.S.
1:38

Ingraham: Trump announced he's lifting some export controls on Nvidia allowing the chip maker to sell some products to approved customers in China. Why are we giving anything to China? Johnson: I met with Jenson, the CEO of Nvidia and the way he explains is he has about 95% market share effectively of AI. And with the chips and everything that is involved in that, his argument is if he's not able to compete in China, their system can over take him and thus the U.S.

Acyn

133,311 Aufrufe • vor 7 Monaten

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.
2:32

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.

Ask Perplexity

156,952 Aufrufe • vor 9 Monaten

Jensen Huang just made the most direct argument of his career about why banning Nvidia from China is not a national security strategy but rather a national security failure. Dwarkesh asks why Nvidia should be allowed to sell chips to China at all, if China would just use Huawei chips without them. Jensen's answer was that in the absence of a better choice, you take the only choice you have. As long as China has to settle for inferior chips, they are building their AI infrastructure on a foundation that is slower, harder to program, and years behind American technology. The moment the US decides to ban Nvidia from selling to China entirely, it removes that disadvantage. China is 40 percent of the global technology industry, Jensen said. Conceding that market, handing it entirely to Huawei is a disservice to American national security, American technology leadership, and American economic power. The data shows what has already happened since the export bans tightened. Nvidia's share of China's AI chip market collapsed from 95 percent to 55 percent in 2025 and at one point during the H20 ban, Jensen himself declared Nvidia had gone from 95 percent share to zero on advanced accelerators. The Trump administration's ban on H20 chips cost Nvidia an estimated 15 billion dollars in lost sales, plus a 4.5 billion dollar inventory write-down. Without the export controls, Nvidia was on track to generate roughly 23 billion dollars in H20 chip sales to China in 2025 alone. Meanwhile Huawei shipped 812,000 AI chips in 2025 and Beijing has now mandated that all state-funded data centers must switch to domestic chips. Jensen's deeper argument is about the global stack, not the quarterly revenue. When developers around the world build AI on CUDA, Nvidia's programming platform, they are building on American technology. When those AI models deploy into every country, the American stack goes with them. Cutting Nvidia out of China does not slow Chinese AI but rather accelerates the construction of a parallel Chinese tech stack that, once built at scale, competes with American technology everywhere else in the world.
1:42

Jensen Huang just made the most direct argument of his career about why banning Nvidia from China is not a national security strategy but rather a national security failure. Dwarkesh asks why Nvidia should be allowed to sell chips to China at all, if China would just use Huawei chips without them. Jensen's answer was that in the absence of a better choice, you take the only choice you have. As long as China has to settle for inferior chips, they are building their AI infrastructure on a foundation that is slower, harder to program, and years behind American technology. The moment the US decides to ban Nvidia from selling to China entirely, it removes that disadvantage. China is 40 percent of the global technology industry, Jensen said. Conceding that market, handing it entirely to Huawei is a disservice to American national security, American technology leadership, and American economic power. The data shows what has already happened since the export bans tightened. Nvidia's share of China's AI chip market collapsed from 95 percent to 55 percent in 2025 and at one point during the H20 ban, Jensen himself declared Nvidia had gone from 95 percent share to zero on advanced accelerators. The Trump administration's ban on H20 chips cost Nvidia an estimated 15 billion dollars in lost sales, plus a 4.5 billion dollar inventory write-down. Without the export controls, Nvidia was on track to generate roughly 23 billion dollars in H20 chip sales to China in 2025 alone. Meanwhile Huawei shipped 812,000 AI chips in 2025 and Beijing has now mandated that all state-funded data centers must switch to domestic chips. Jensen's deeper argument is about the global stack, not the quarterly revenue. When developers around the world build AI on CUDA, Nvidia's programming platform, they are building on American technology. When those AI models deploy into every country, the American stack goes with them. Cutting Nvidia out of China does not slow Chinese AI but rather accelerates the construction of a parallel Chinese tech stack that, once built at scale, competes with American technology everywhere else in the world.

Milk Road AI

21,133 Aufrufe • vor 3 Monaten

AI Powerhouse NVIDIA Will Hit $1000 Soon Traders and investors fearing an $NVDA NVIDIA-led market correction can put those fears to rest. The company’s Q4 results reveal that the AI market is still strong, stronger than expected and accelerating. The results can be described as nothing but a blowout on top of four quarters of mind-bending results and improved guidance. The takeaway is that price action surged 15% on the news, broke out of a consolidation, and set a new high. The technical outlook alone suggests a move to $1000 is coming, and the analysts are on board.
6:43

AI Powerhouse NVIDIA Will Hit $1000 Soon Traders and investors fearing an $NVDA NVIDIA-led market correction can put those fears to rest. The company’s Q4 results reveal that the AI market is still strong, stronger than expected and accelerating. The results can be described as nothing but a blowout on top of four quarters of mind-bending results and improved guidance. The takeaway is that price action surged 15% on the news, broke out of a consolidation, and set a new high. The technical outlook alone suggests a move to $1000 is coming, and the analysts are on board.

MarketBeat

44,225 Aufrufe • vor 2 Jahren

🚨🇺🇸 DAVID SACKS: IF WE DON’T COMPETE, WE HAND THE MARKET TO CHINA "I think Nvidia, AMD, and other American companies have a better product. But if we don't compete across the world, we will hand the market to China. One of the reasons the president went to the Gulf States on that trip was to encourage business relations between the U.S. and the Gulf States." Source: David Sacks The AI Investor
2:44

🚨🇺🇸 DAVID SACKS: IF WE DON’T COMPETE, WE HAND THE MARKET TO CHINA "I think Nvidia, AMD, and other American companies have a better product. But if we don't compete across the world, we will hand the market to China. One of the reasons the president went to the Gulf States on that trip was to encourage business relations between the U.S. and the Gulf States." Source: David Sacks The AI Investor

Mario Nawfal

50,256 Aufrufe • vor 1 Jahr

🚨 WARNING: SOMETHING EXTREMELY BAD IS ABOUT TO HAPPEN!! Everyone is waiting for the SpaceX IPO like it's easy money. BUT in reality, it could turn into a DISASTER for the market. And a massive wipeout for retail investors. Here are the main reasons why this is not EASY money but a TRAP: When Facebook ($META) went public, everyone was excited too. But it trapped the crowd, and the stock crashed 70%. JUST IMAGINE: -70% IN JUST 100 DAYS. While early investors were cashing out billions at the same time. The company is expected to be valued at around $1.75-$2 TRILLION. It would instantly become one of the largest giants in the United States. Around 95% of all shares are currently held by employees and early investors, and only 5% will be available for public trading. Insiders are sitting on $1.6 trillion of "paper" wealth. For them, the IPO is the perfect opportunity to cash out that wealth at the expense of ordinary buyers. The same Michael Burry who predicted the 2008 financial crisis. He warns that the SpaceX, OpenAI, and Anthropic IPOs will absorb MORE money than the DOT-COM in 2000. And he has already opened short positions against inflated tech giants like Nvidia and Palantir. A SpaceX IPO would suck capital out of every other asset class. Investors would start selling regular stocks, cryptocurrencies, and other high-risk assets. Why? To rotate money into Elon Musk's flagship company. The crowd sees a beautiful story and Musk's genius. Professionals see a giant bubble and preparations for the largest cash-out by major players in history. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...
0:40

🚨 WARNING: SOMETHING EXTREMELY BAD IS ABOUT TO HAPPEN!! Everyone is waiting for the SpaceX IPO like it's easy money. BUT in reality, it could turn into a DISASTER for the market. And a massive wipeout for retail investors. Here are the main reasons why this is not EASY money but a TRAP: When Facebook ($META) went public, everyone was excited too. But it trapped the crowd, and the stock crashed 70%. JUST IMAGINE: -70% IN JUST 100 DAYS. While early investors were cashing out billions at the same time. The company is expected to be valued at around $1.75-$2 TRILLION. It would instantly become one of the largest giants in the United States. Around 95% of all shares are currently held by employees and early investors, and only 5% will be available for public trading. Insiders are sitting on $1.6 trillion of "paper" wealth. For them, the IPO is the perfect opportunity to cash out that wealth at the expense of ordinary buyers. The same Michael Burry who predicted the 2008 financial crisis. He warns that the SpaceX, OpenAI, and Anthropic IPOs will absorb MORE money than the DOT-COM in 2000. And he has already opened short positions against inflated tech giants like Nvidia and Palantir. A SpaceX IPO would suck capital out of every other asset class. Investors would start selling regular stocks, cryptocurrencies, and other high-risk assets. Why? To rotate money into Elon Musk's flagship company. The crowd sees a beautiful story and Musk's genius. Professionals see a giant bubble and preparations for the largest cash-out by major players in history. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

127,617 Aufrufe • vor 1 Monat

🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. Semiconductor stocks are now worth $13.4T. That’s 19.7% of the entire S&P 500. 4x growth in just five years. And all of that growth depends on one trade: AI. Numbers do not lie: - AI chips generate 50% of all semiconductor revenue - They represent less than 0.2% of total chip shipments - A small group of companies is carrying the entire market Nvidia. Broadcom. TSMC. The same companies every major institution already owns. Here’s how the bubble feeds itself: - Big players fund each other - Partnerships create paper revenue - Money circulates inside the same system We have seen this before: 2000: - A few tech companies carried the entire market - Massive valuations - Narratives driving everything Then reality hit. The S&P 500 collapsed 50%. Now we’re watching the same cycle again. Less than 0.2% of chip volumes are now holding up trillions in market value. And one cut in AI spending is all it takes to break the entire market. Remember, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:33

🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. Semiconductor stocks are now worth $13.4T. That’s 19.7% of the entire S&P 500. 4x growth in just five years. And all of that growth depends on one trade: AI. Numbers do not lie: - AI chips generate 50% of all semiconductor revenue - They represent less than 0.2% of total chip shipments - A small group of companies is carrying the entire market Nvidia. Broadcom. TSMC. The same companies every major institution already owns. Here’s how the bubble feeds itself: - Big players fund each other - Partnerships create paper revenue - Money circulates inside the same system We have seen this before: 2000: - A few tech companies carried the entire market - Massive valuations - Narratives driving everything Then reality hit. The S&P 500 collapsed 50%. Now we’re watching the same cycle again. Less than 0.2% of chip volumes are now holding up trillions in market value. And one cut in AI spending is all it takes to break the entire market. Remember, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

226,583 Aufrufe • vor 19 Tagen

🚨 WARNING: THE AI BUBBLE IS ABOUT TO COLLAPSE... In 1999, IPO euphoria marked the exact top. NASDAQ collapsed -78% after. $5 trillion in market cap gone. Now look at 2026: SpaceX $SPCX - $1.75 trillion OpenAI - $852 billion Anthropic - $900 billion That's $3.5 trillion from three companies alone. The entire US IPO market raised $469 billion over the last 10 years combined. This is not normal market behavior. This is late-stage bubble behavior. Here's what most people get wrong: The bubble doesn't require the technology to be fake. AI is real. The internet was real too. Pets.сom didn't fail because the internet was a scam. It failed because valuations disconnected from every fundamental reality. And when the last buyer had already bought - price only moved one way. The same setup is here right now: ↑ IPO supply flooding market at peak valuations ↑ Retail euphoria at multi-year highs ↑ Insiders quietly distributing into strength ↓ Earnings nowhere near justifying these multiples ↓ Liquidity tightening globally This sounds SCARY, but I will keep you updated on everything here When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon Many will regret not following me earlier...
0:44

🚨 WARNING: THE AI BUBBLE IS ABOUT TO COLLAPSE... In 1999, IPO euphoria marked the exact top. NASDAQ collapsed -78% after. $5 trillion in market cap gone. Now look at 2026: SpaceX $SPCX - $1.75 trillion OpenAI - $852 billion Anthropic - $900 billion That's $3.5 trillion from three companies alone. The entire US IPO market raised $469 billion over the last 10 years combined. This is not normal market behavior. This is late-stage bubble behavior. Here's what most people get wrong: The bubble doesn't require the technology to be fake. AI is real. The internet was real too. Pets.сom didn't fail because the internet was a scam. It failed because valuations disconnected from every fundamental reality. And when the last buyer had already bought - price only moved one way. The same setup is here right now: ↑ IPO supply flooding market at peak valuations ↑ Retail euphoria at multi-year highs ↑ Insiders quietly distributing into strength ↓ Earnings nowhere near justifying these multiples ↓ Liquidity tightening globally This sounds SCARY, but I will keep you updated on everything here When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

21,614 Aufrufe • vor 1 Monat

🚨 THIS IS NOT NORMAL SpaceX, OpenAI, and Anthropic are preparing to go public. All at once. To absorb these giants, the market will need to find $200 BILLION in fresh liquidity. This is a brutal stress test for global investors. To buy into these IPOs, big funds need a lot of cash. They will ruthlessly cut overextended tech. First in line: NVIDIA, Microsoft, and Google. But these companies hold up the entire S&P 500. If they start to fall, the index will follow. We saw this before during the COVID bubble. Dozens of tech companies (Rivian, Coinbase, Robinhood) hit the market at crazy high prices. When the Fed hiked rates and liquidity dried up, these stocks crashed 80%. The AI and tech sectors are already running on fumes. Add a $200B drain, and you get a systemic flush. Get positioned before this massive rotation begins. As a reminder, I’ve called every major market turn for the last 10 years, including the $111K BTC peak in October. Turn on notifications. I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.
0:43

🚨 THIS IS NOT NORMAL SpaceX, OpenAI, and Anthropic are preparing to go public. All at once. To absorb these giants, the market will need to find $200 BILLION in fresh liquidity. This is a brutal stress test for global investors. To buy into these IPOs, big funds need a lot of cash. They will ruthlessly cut overextended tech. First in line: NVIDIA, Microsoft, and Google. But these companies hold up the entire S&P 500. If they start to fall, the index will follow. We saw this before during the COVID bubble. Dozens of tech companies (Rivian, Coinbase, Robinhood) hit the market at crazy high prices. When the Fed hiked rates and liquidity dried up, these stocks crashed 80%. The AI and tech sectors are already running on fumes. Add a $200B drain, and you get a systemic flush. Get positioned before this massive rotation begins. As a reminder, I’ve called every major market turn for the last 10 years, including the $111K BTC peak in October. Turn on notifications. I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.

MARMOT

1,434,999 Aufrufe • vor 1 Monat

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.
1:59

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

258,450 Aufrufe • vor 1 Jahr

🚨🇺🇸🇨🇳 SPEAKER JOHNSON DEFENDS TRUMP SELLING NVIDIA AI CHIPS TO CHINA: "IF WE DON'T, THEY'LL OVERTAKE US" Speaker Johnson explained Trump's decision to lift export controls allowing Nvidia to sell AI chips to approved Chinese customers, warning that blocking sales could allow China to overtake America's AI dominance: "China is a principal threat except for the national debt. I met with Jensen, the CEO of Nvidia. He has about 95% market share of AI. His argument is if he's not able to compete in China, then their system can overtake him and thus overtake the US. It's a delicate balance. We've got to treat China as the adversary that they are but also they're a really important trade partner." Source: Fox
1:31

🚨🇺🇸🇨🇳 SPEAKER JOHNSON DEFENDS TRUMP SELLING NVIDIA AI CHIPS TO CHINA: "IF WE DON'T, THEY'LL OVERTAKE US" Speaker Johnson explained Trump's decision to lift export controls allowing Nvidia to sell AI chips to approved Chinese customers, warning that blocking sales could allow China to overtake America's AI dominance: "China is a principal threat except for the national debt. I met with Jensen, the CEO of Nvidia. He has about 95% market share of AI. His argument is if he's not able to compete in China, then their system can overtake him and thus overtake the US. It's a delicate balance. We've got to treat China as the adversary that they are but also they're a really important trade partner." Source: Fox

Mario Nawfal

28,949 Aufrufe • vor 7 Monaten

Nvidia chips have become the most smuggled technology on the planet. And the criminal networks moving them look EXACTLY like drug cartels. The entire operation just got exposed, and the details are absolutely insane: A co-founder of Supermicro, one of Nvidia's biggest hardware partners, was secretly running a $2.5 BILLION smuggling pipeline to China. Servers were assembled in the US, shipped to Taiwan, repackaged into unmarked boxes at a shell company in Southeast Asia, then forwarded to Chinese buyers who wanted the chips inside. $510 million worth of servers moved to China in just THREE WEEKS. When a broker sent him a news article about other chip smugglers getting arrested by the feds, the co-founder replied with sobbing emojis on his encrypted chat. Then kept going. This is the same Supermicro that helped Elon Musk build his Colossus AI cluster in 122 days. The same company flagging $13 billion in Nvidia Blackwell orders on their earnings call. And their co-founder was running the biggest illegal chip operation in history out the back door. It gets even crazier here though... In New York, a marketing executive was pitching GPU smuggling on WeChat calling it "lucrative." In Tampa, a guy set up a fake realty company to ship A100s to China and moved 400 GPUs before getting caught. In one of the wildest stings ever, federal agents seized smuggled chips and the smugglers thought they'd been STOLEN. They sent an inspection team to a government warehouse, verified the Nvidia labels, then wired a $1 million ransom to a government-controlled bank account. The feds watched it all on surveillance cameras. Next day the smugglers rolled up with three semi trucks. Federal agents were waiting. In the past 12 months, the Commerce Department has collected nearly $420 million in penalties for semiconductor smuggling to China. Applied Materials paid $252 million and Cadence paid $95 million after admitting employees sent chip design tech to a Chinese university running nuclear simulations. Now here's where the story gets complicated: The US government spent YEARS building export controls to keep these chips out of China. Billions of dollars in enforcement, sanctions, entity lists, licensing requirements. But none of it worked. Nvidia's market share of AI chips in China has dropped to ZERO because China found other ways to get what it needs through Huawei. Jensen Huang told American lawmakers the export controls "largely backfired." Conceding an entire market the size of China makes no strategic sense when Chinese AI talent is world class and their energy is cheaper. Meanwhile Trump approved H200 sales to China with a 25% fee to the US government. Ten Chinese companies got clearance. But not a SINGLE chip has been delivered because China's own government is now BLOCKING the purchases. Beijing told Chinese firms not to buy American chips. They want domestic investment flowing to Huawei instead. So now you have a situation where the US spent years trying to stop China from getting Nvidia chips, criminal networks built a billion dollar black market to smuggle them anyway, Trump finally approved sales, and China said "we don't want them anymore." The chips America tried to keep out of China are now being REFUSED by China. Nvidia is caught in the middle of all of it. Jensen Huang flew to Beijing this week after originally being left off Trump's delegation. Trump saw the news coverage about his absence and called him the morning of the trip. The most valuable chips in the world are being smuggled through shell companies, fake real estate firms, encrypted chats, unmarked boxes, and billion dollar laundering operations. America spent billions trying to keep these chips away from China, and criminals spent billions trying to sneak them in. But China just moved on and built their own through Huawei. The entire war was basically for nothing.
1:15

Nvidia chips have become the most smuggled technology on the planet. And the criminal networks moving them look EXACTLY like drug cartels. The entire operation just got exposed, and the details are absolutely insane: A co-founder of Supermicro, one of Nvidia's biggest hardware partners, was secretly running a $2.5 BILLION smuggling pipeline to China. Servers were assembled in the US, shipped to Taiwan, repackaged into unmarked boxes at a shell company in Southeast Asia, then forwarded to Chinese buyers who wanted the chips inside. $510 million worth of servers moved to China in just THREE WEEKS. When a broker sent him a news article about other chip smugglers getting arrested by the feds, the co-founder replied with sobbing emojis on his encrypted chat. Then kept going. This is the same Supermicro that helped Elon Musk build his Colossus AI cluster in 122 days. The same company flagging $13 billion in Nvidia Blackwell orders on their earnings call. And their co-founder was running the biggest illegal chip operation in history out the back door. It gets even crazier here though... In New York, a marketing executive was pitching GPU smuggling on WeChat calling it "lucrative." In Tampa, a guy set up a fake realty company to ship A100s to China and moved 400 GPUs before getting caught. In one of the wildest stings ever, federal agents seized smuggled chips and the smugglers thought they'd been STOLEN. They sent an inspection team to a government warehouse, verified the Nvidia labels, then wired a $1 million ransom to a government-controlled bank account. The feds watched it all on surveillance cameras. Next day the smugglers rolled up with three semi trucks. Federal agents were waiting. In the past 12 months, the Commerce Department has collected nearly $420 million in penalties for semiconductor smuggling to China. Applied Materials paid $252 million and Cadence paid $95 million after admitting employees sent chip design tech to a Chinese university running nuclear simulations. Now here's where the story gets complicated: The US government spent YEARS building export controls to keep these chips out of China. Billions of dollars in enforcement, sanctions, entity lists, licensing requirements. But none of it worked. Nvidia's market share of AI chips in China has dropped to ZERO because China found other ways to get what it needs through Huawei. Jensen Huang told American lawmakers the export controls "largely backfired." Conceding an entire market the size of China makes no strategic sense when Chinese AI talent is world class and their energy is cheaper. Meanwhile Trump approved H200 sales to China with a 25% fee to the US government. Ten Chinese companies got clearance. But not a SINGLE chip has been delivered because China's own government is now BLOCKING the purchases. Beijing told Chinese firms not to buy American chips. They want domestic investment flowing to Huawei instead. So now you have a situation where the US spent years trying to stop China from getting Nvidia chips, criminal networks built a billion dollar black market to smuggle them anyway, Trump finally approved sales, and China said "we don't want them anymore." The chips America tried to keep out of China are now being REFUSED by China. Nvidia is caught in the middle of all of it. Jensen Huang flew to Beijing this week after originally being left off Trump's delegation. Trump saw the news coverage about his absence and called him the morning of the trip. The most valuable chips in the world are being smuggled through shell companies, fake real estate firms, encrypted chats, unmarked boxes, and billion dollar laundering operations. America spent billions trying to keep these chips away from China, and criminals spent billions trying to sneak them in. But China just moved on and built their own through Huawei. The entire war was basically for nothing.

Ricardo

17,419 Aufrufe • vor 2 Monaten

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.
2:06

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

234,773 Aufrufe • vor 1 Monat

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:50

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

973,361 Aufrufe • vor 1 Monat

🚨 WARNING: GOLD HISTORY IS REPEATING!! Only 1% of people understand what is happening right now. Gold is on the verge of the biggest move of the last 15 years. Let’s remember 2011: A recession began. The price of gold surged to record levels. Everyone was shouting that this was only the beginning of growth and that a shortage would come soon. But then came the part that, for some reason, everyone stays silent about. GOLD COLLAPSED IN JUST A FEW DAYS. JUST IMAGINE: -57% in days. Now look at what's happening now: Gold has also risen sharply. Everyone was saying it would go higher from here. Gold has started its move down, and it will ONLY GET WORSE. People say that gold is just starting its growth, BUT NO. Because it is printing the same pattern from 2011. Gold is very sensitive to the geopolitical situation in the WORLD. And right now, the situation for gold is especially fragile. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...
0:53

🚨 WARNING: GOLD HISTORY IS REPEATING!! Only 1% of people understand what is happening right now. Gold is on the verge of the biggest move of the last 15 years. Let’s remember 2011: A recession began. The price of gold surged to record levels. Everyone was shouting that this was only the beginning of growth and that a shortage would come soon. But then came the part that, for some reason, everyone stays silent about. GOLD COLLAPSED IN JUST A FEW DAYS. JUST IMAGINE: -57% in days. Now look at what's happening now: Gold has also risen sharply. Everyone was saying it would go higher from here. Gold has started its move down, and it will ONLY GET WORSE. People say that gold is just starting its growth, BUT NO. Because it is printing the same pattern from 2011. Gold is very sensitive to the geopolitical situation in the WORLD. And right now, the situation for gold is especially fragile. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

191,809 Aufrufe • vor 3 Monaten

Nvidia just made its biggest acquisition ever... A small startup. On Christmas Eve. While everyone was distracted. The startup is Groq. They make AI chips that run faster than Nvidia's. In September, Groq raised $750 million at a $6.9 billion valuation. Investors included BlackRock, Samsung, Cisco, and Donald Trump Jr.'s fund 1789 Capital. Yesterday, Nvidia paid $20 billion for them. That's a 3x markup in 90 days. Trump Jr. just made a fortune overnight. But the money isn't even the craziest part... Nvidia dominates AI chips. They have 90%+ market share. All of big tech depends on them. So why would they pay 3X for a tiny competitor? Let me explain: Groq was building inference chips that threatened Nvidia's monopoly. Faster processing. Lower costs. Better architecture. If Groq succeeded, they'd crack open the market. So Nvidia did what monopolies always do: bought them before they became a threat. They're buying silence - not innovation. And this isn't a one-off. In September, Nvidia spent $900 million on Enfabrica, another AI chip startup. Same playbook. They committed $100 billion to OpenAI with a requirement that OpenAI deploy 10 gigawatts of Nvidia products. Now $20 billion for Groq. Nvidia isn't competing anymore. They're consolidating. They're using their cash pile to swallow every potential rival before they grow. The founder and CEO of Groq, Jonathan Ross, is joining Nvidia. So is the president and the entire leadership team. Groq's cloud business will keep running independently. But the tech, the IP, the competitive advantage? All Nvidia's now. This is the largest acquisition Nvidia has EVER made. Their previous record was $7 billion for Mellanox in 2019. They just tripled that. And nobody's questioning why. Everyone's celebrating "innovation" and "consolidation" and "strategic partnerships." But what actually happened is this: Nvidia looked at the one company that could challenge their monopoly and paid whatever it took to kill them. $20 billion is cheap insurance when you're worth trillions. The only question left is who's next.
0:35

Nvidia just made its biggest acquisition ever... A small startup. On Christmas Eve. While everyone was distracted. The startup is Groq. They make AI chips that run faster than Nvidia's. In September, Groq raised $750 million at a $6.9 billion valuation. Investors included BlackRock, Samsung, Cisco, and Donald Trump Jr.'s fund 1789 Capital. Yesterday, Nvidia paid $20 billion for them. That's a 3x markup in 90 days. Trump Jr. just made a fortune overnight. But the money isn't even the craziest part... Nvidia dominates AI chips. They have 90%+ market share. All of big tech depends on them. So why would they pay 3X for a tiny competitor? Let me explain: Groq was building inference chips that threatened Nvidia's monopoly. Faster processing. Lower costs. Better architecture. If Groq succeeded, they'd crack open the market. So Nvidia did what monopolies always do: bought them before they became a threat. They're buying silence - not innovation. And this isn't a one-off. In September, Nvidia spent $900 million on Enfabrica, another AI chip startup. Same playbook. They committed $100 billion to OpenAI with a requirement that OpenAI deploy 10 gigawatts of Nvidia products. Now $20 billion for Groq. Nvidia isn't competing anymore. They're consolidating. They're using their cash pile to swallow every potential rival before they grow. The founder and CEO of Groq, Jonathan Ross, is joining Nvidia. So is the president and the entire leadership team. Groq's cloud business will keep running independently. But the tech, the IP, the competitive advantage? All Nvidia's now. This is the largest acquisition Nvidia has EVER made. Their previous record was $7 billion for Mellanox in 2019. They just tripled that. And nobody's questioning why. Everyone's celebrating "innovation" and "consolidation" and "strategic partnerships." But what actually happened is this: Nvidia looked at the one company that could challenge their monopoly and paid whatever it took to kill them. $20 billion is cheap insurance when you're worth trillions. The only question left is who's next.

Ricardo

224,264 Aufrufe • vor 6 Monaten

🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. A huge AI bubble is inflating at incredible speed and is about to pop. This has happened before. 2000: Cisco was the king of the internet. Routers. Switches. Infrastructure. Everyone thought it would own the future. Then Cisco crashed -90% and never fully recovered. Now look at today: Nvidia is the god of AI. Chips. Data centers. Infrastructure. The entire market is now tied to one company. The Magnificent 7 control roughly 30% of the S&P 500. If Google, Microsoft, Amazon, and Meta don’t get real returns, they cut spending. If they cut spending, Nvidia orders collapse. If Nvidia collapses, the whole market follows. It’s a bubble built around one company. 2000 was Cisco. 2026 is Nvidia. Remember, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:33

🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. A huge AI bubble is inflating at incredible speed and is about to pop. This has happened before. 2000: Cisco was the king of the internet. Routers. Switches. Infrastructure. Everyone thought it would own the future. Then Cisco crashed -90% and never fully recovered. Now look at today: Nvidia is the god of AI. Chips. Data centers. Infrastructure. The entire market is now tied to one company. The Magnificent 7 control roughly 30% of the S&P 500. If Google, Microsoft, Amazon, and Meta don’t get real returns, they cut spending. If they cut spending, Nvidia orders collapse. If Nvidia collapses, the whole market follows. It’s a bubble built around one company. 2000 was Cisco. 2026 is Nvidia. Remember, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

438,677 Aufrufe • vor 2 Monaten

Prof. Zhang Weiwei: ‘The rise of Trump is a result of American corporations making HUGE PROFITS in China🇨🇳 and the US🇺🇸 political system only distributing wealth to OLIGARCHS.’ ‘Thousands of American companies, including Apple, Tesla and Microsoft all invest in China, those have their business interests in China. The problem with this rise of Donald Trump and MAGA movement had to do with the American political system because these companies have made huge profits in the Chinese market… Yet domestically their wealth distribution is so poor, is so in favour of the super-rich oligarchies, as a result we saw the rise of MAGA. Now with this trade war and tech war against China and on the losing side for the United States, many of these high tech companies want to come to China to try to at least keep the last part or whatever share of their business interests in China. They want to consolidate their interests in China. For instance China has not purchased any Boeings over the past nine years. So Boeing’s CEO visited China.’ —Prof. Zhang Weiwei, Former Translator for Chinese Paramount Leader Deng Xiaoping, and Director of Fudan University’s China Institute Watch the full interview in the quoted post below👇
2:09

Prof. Zhang Weiwei: ‘The rise of Trump is a result of American corporations making HUGE PROFITS in China🇨🇳 and the US🇺🇸 political system only distributing wealth to OLIGARCHS.’ ‘Thousands of American companies, including Apple, Tesla and Microsoft all invest in China, those have their business interests in China. The problem with this rise of Donald Trump and MAGA movement had to do with the American political system because these companies have made huge profits in the Chinese market… Yet domestically their wealth distribution is so poor, is so in favour of the super-rich oligarchies, as a result we saw the rise of MAGA. Now with this trade war and tech war against China and on the losing side for the United States, many of these high tech companies want to come to China to try to at least keep the last part or whatever share of their business interests in China. They want to consolidate their interests in China. For instance China has not purchased any Boeings over the past nine years. So Boeing’s CEO visited China.’ —Prof. Zhang Weiwei, Former Translator for Chinese Paramount Leader Deng Xiaoping, and Director of Fudan University’s China Institute Watch the full interview in the quoted post below👇

Going Underground

44,274 Aufrufe • vor 2 Monaten

🚨🇺🇸🇨🇳 BUSTED: 2 MEN CAUGHT SMUGGLING NVIDIA AI CHIPS TO CHINA, DOJ CALLS IT A TECH ESPIONAGE SCHEME The DOJ just charged 2 men with trying to smuggle restricted Nvidia AI chips to China. This was a direct violation of U.S. export bans meant to stop Beijing from boosting its military and surveillance AI. They allegedly used fake companies, forged invoices, and international shipping routes to hide the operation. Total black-market spy movie energy… but dumber. These weren’t just any chips. We're talking A100s and H100s, the crown jewels of AI computing, and exactly what the U.S. has locked down to keep out of Chinese hands. This isn’t “just” tech smuggling, it’s economic warfare. You don’t need missiles when chips can train autonomous drones and facial recognition grids. And yes, once again, Nvidia is at the center of the global AI arms race whether it likes it or not. Source: Axios, CNBC
0:50

🚨🇺🇸🇨🇳 BUSTED: 2 MEN CAUGHT SMUGGLING NVIDIA AI CHIPS TO CHINA, DOJ CALLS IT A TECH ESPIONAGE SCHEME The DOJ just charged 2 men with trying to smuggle restricted Nvidia AI chips to China. This was a direct violation of U.S. export bans meant to stop Beijing from boosting its military and surveillance AI. They allegedly used fake companies, forged invoices, and international shipping routes to hide the operation. Total black-market spy movie energy… but dumber. These weren’t just any chips. We're talking A100s and H100s, the crown jewels of AI computing, and exactly what the U.S. has locked down to keep out of Chinese hands. This isn’t “just” tech smuggling, it’s economic warfare. You don’t need missiles when chips can train autonomous drones and facial recognition grids. And yes, once again, Nvidia is at the center of the global AI arms race whether it likes it or not. Source: Axios, CNBC

Mario Nawfal

19,880 Aufrufe • vor 7 Monaten