broadsword
Brigadier
Does the BIS 50% rule still stay?
Miscellaneous News
- Thread starter bd popeye
- Start date
Woah hang on, we're missing something important and spicy here.
The Dutch making a move on Nexperia was a result of the 50% rule, they're in a real awkward position now (as in, even more awkward than they're already in).
Getting US to back off on this has the effect of teaching all the running dogs not to so carelessly carry out orders from Washington lest something similar also happens to them.
This tech bubble will not burst, not now at least.
Listen to what the boss says. He does not talk about bubbles, just business.
If we understand what he is saying, then this so-called bubble will persist.
Both sides suspended their moves for 1 year. Basically, everyone went back to the status quo on the previous truce. 2026 willl likely be uneventful due to the mid terms but Ukraine remains a wild card. They will probably to do something in 2027 that may extend somewhat into 2028 due to elections.
Why depend on others' ability to fail. You always should assume worst case scenario. Worst case scenario is that they could speedrun this, the same way (maybe albeit slower than) China is doing right now for chips
You assume best case (admittedly most realistic) scenario. For such big stakes why not assume worst case scenario?
However I will give you the point that your scenario is like 95-99% sure to happen while my thinking is like almost 0%
Fair points, i agree with both of them.
It's late, but one more comment.
The internet bubble of the 1990's is very different from what we are seeing today.
The former was just a speculative bubble like the Dutch tulip thing. People threw money at the internet. Most turned out to be losers, but there were some big winners.
The latter is a different era, because this time, we already know who are the winners. The winners are the companies still going up in price.
That is the case because institutional money, retail investors, the same companies themselves NDVA and INTC, and the US government, they are all putting into the same Magnificent 7 and related stocks.
In other words, this is build the railroads, this is building the future, of AI where it will be everywhere intrusively whether we like it or not.
The previous era, people just were making bets. This time, these winning companies are building a new reality to the economy, which will be, AI style, shoved down our throats.
The only part that is the same, are the suckers.
The suckers lost money in 1990's. The suckers will be dominated by AI in our era.
Maybe I am still afraid of the coming neo-feudalism.
Help!
Chinese rare earth measures introduced on October 9th include
- Requiring anything containing 0.1% Chinese rare earth content to obey Chinese export restrictions
- Ban on export of rare earth processing technology and equipment
- Approval requirement for use of Chinese rare earth in advanced semiconductor chips and advanced chip making equipment
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