@DvdndDiplomats SpaceX feels like a kingdom with Elon as its king.
OpenAI feels closer to a religion - people talk about its leaders almost like gods.
So the real question is: King vs God.
5. That’s why the U.S. government is pouring billions into #Intel — and why companies like #Nvidia, #Apple, #Google are watching closely. They understand what’s coming.
👉 What about you?
1. Barrett is right: U.S. tech giants like Nvidia, Apple, Google depend entirely on Taiwan’s TSMC for advanced chips. But what happens when China occupies Taiwan? Supply chains collapse. 🚨
This is the moment to invest in #Intel, the only Western company with fabs.
I warned it: once China takes Taiwan, there’ll be no chips to buy.
Now the US gov is rushing into Intel, desperate to secure supply.
Watch Trump flood Intel with $$$ and bring Taiwanese engineers to America.
The global chip war has already begun.
In a US-China war, #Intel’s domestic fabs will be critical as the only US maker of leading-edge CPUs—huge upside if their turnaround works. #GlobalFoundries offers stable, mature-node chips vital for defense and automotive sectors. Best to balance both for resilience & growth.
2/3
At the same time, wealthy neighboring countries are now more willing to align against the Iran-Russia-China axis and build a land corridor through Israel and Syria to supply gas to Europe.
1/3
I don’t think Donald Trump has “lost” the war with Iran.
Iran’s regime has been heavily damaged - its military capabilities, especially missiles and navy, took major hits.
Donald Trump is worried Republicans could lose both the House and Senate in the upcoming November election, pushing him toward drastic moves of pulling the U.S. out of NATO.
I do not think he will lose the Senate, but NATO is over in the coming months.
I anticipate that the United States will undertake direct intervention in Iran in late March - April 2026. In my assessment, such an intervention would precipitate an end of the existing regime.
Venezuela has the biggest oil reserves on Earth. The U.S. has oil—but it’s mostly light. U.S. refineries need heavy crude. That’s why Venezuelan oil was strategic.
History favors those who see tectonic shifts early. Tomorrow’s winners may not be in New York, Shanghai, or Silicon Valley — but in Riyadh, Abu Dhabi, Doha, and eventually Tehran. The window of opportunity is narrow, but wide open for those willing to act now
#MiddleEast#Invest
Ignore the obsession with the US and China. The asymmetric upside is in the emerging Middle East: trillions in sovereign funds, hyper-ambitious infrastructure, demographic growth, and geopolitical leverage. The seeds of a new economic powerhouse are already planted.
Everyone is focused on the US–China clash. Yet when open conflict comes, both economies will take massive hits: disrupted supply chains, weaponized trade, and shaken currencies. The global order will fracture — but smart investors should already be looking elsewhere.
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