You know, the most important thing is really who you associate with. You want to associate with people that are better than you are. I mean, basically, you'll go in the direction of the people that you associate with. ...

From gorilla trekking to vineyard stays, capital is pouring into Africa from billionaires, tech moguls and Middle Eastern investors who want a share of the continent’s luxury travel market (from the archive) https://t.co/OjP3At2Fs5 ...

Supply Chain Shift - US tariffs on Chinese goods led to a dramatic supply chain shift in the video game console industry [1] - China's share of US console imports decreased from nearly 90% to less than 5% due to tariffs as high as 88% [2] - Vietnam's share of US console imports increased to 75% or more with tariffs of about 10% or less [2] - Vietnamese manufacturers' monthly exports of video game consoles to the US increased from less than 30 million USD to over 400 million USD [3] Production and Investment - Key suppliers for Sony, Microsoft, and Nintendo have been building or acquiring new factories and warehouse space in Vietnam since early 2024 [3] - Analysts predict that production lines will not revert back to China, even if the tariffs disappear [3] Market Impact - US holiday shoppers may not have noticed the supply chain realignment because store shelves have remained stocked [4] - Consumers may have noticed price increases on some older video game console models due to the tariffs [4]

“Donald Trump’s MO has been to dominate, dominate, dominate, but the cracks are appearing.” Listen to “Checks and Balance” with @JBennet https://t.co/zdwlv2vJcI ...

Read the full analysis to see what this means next:https://t.co/7Jj1Lu4tDB ...

Market Trends - Bitcoin is showing bullish divergences against gold and the dollar [1] - Bitcoin is failing to reclaim $90K [1] - Gold is nearing a $4.5K record [1] Investor Behavior - Whales are piling into shorts [1]

Crypto right now:Put out a banger tweet14 views1 like (from a very real woman)This is the state of the market. ...

Investment & Expansion - Microsoft pledged $17.5 billion (175 亿) towards AI and cloud computing in India [1] - Amazon plans a $35 billion (350 亿) investment in India, including AI [2] - Google committed $15 billion (150 亿) to build an AI hub in India [2] AI Development & User Acquisition - AI companies are aggressively trying to win users in India [3] - Open AAI, Google, Microsoft and Perplexity are offering their premium subscription plans for free to Indian students, developers and users [4] Strategic Focus - India is becoming central to the future plans of tech giants due to its scale, talent, and data [4] - Microsoft plans to equip 20 million (2000 万) Indians with essential AI skills by 2030 [4]

Santa Claus loves the Tesla Model Y performance https://t.co/5NEZRxJpTv ...

us now. We just had a a long and substantive conversation about the markets. It seems to be bulls are abound.Are you. >> Yeah, it's hard not to be. I mean, we had a great conversation to start the show.I look at next year, Scott, and I try to think, can the markets continue if we take away two of our big headwinds. And you touched on it in both cases. If we lose the AI trade where it's a rising tides lifting all tech trade and if you lose a doubbish Fed, can the stock market move higher.And I think it can. ...