Group 1 - The analyst has 25 years of investment experience, primarily in the IT sector, and focuses on providing differentiated insights for investing and trading [1] - The research approach is data-driven, utilizing analytics and charts to support investment positions [1] - The analyst emphasizes capital preservation strategies, influenced by past losses during the Global Financial Crisis (GFC) [1] Group 2 - The analyst has a diverse background, including roles in virtualization, cloud technology, and telecommunications, which informs their investment themes [1] - Key themes of interest include automated supply chains, Generative AI, telecommunications capital expenditures (Capex), the deflationary nature of software, and semiconductors [1] - The analyst also covers biotech with a focus on technology-driven aspects [1] Group 3 - The investment journey began with mutual and indexed funds before transitioning to individual stocks, shaped by experiences during the 2008/2009 financial crisis [1] - The analyst values unique perspectives from platforms like Seeking Alpha, which provide insights for informed investment decisions [1] - In addition to investment activities, the analyst dedicates time to non-profit work, assisting needy families and contributing to enterprise tech reviews [1]

我问你个问题：如果对手天天拿你家门口的砖头砌炮楼，你会不会把砖头都封起来？ 稀土是什么？是武器系统、导弹制导、雷达通讯、航天器、F-35战机、芯片制造等一大堆尖板眼的基础原材料。美国国防部2023年就发过报告，说全球超过 80%的稀土加工能力集中在中国（数据来源：美国地质调查局USGS 2023年报告），哪怕你在澳大利亚、美国本土开矿，最后还是得运到中国来提纯。你说 他们急不急？ 而且，美国不是没想办法绕过。他们在2022年投了几个稀土项目，比如MP Materials那个加州山口矿，还搞了个和澳大利亚Lynas合作的稀土分离厂。但到真 正能投产的没几个。有也就是试运行，连自己军工那点用量都不够填。 讲真，美国人根本不是在谈合作，而是在逼我们自废武功。我查了下，美方最近在世贸组织又提出申诉，说中国搞出口管制不透明，不公平。拜登还拉了日 本、欧洲一起施压，试图把稀土问题搞成一个多边规则问题。 但说句不客气的：你们搞芯片战封锁我们供应链，怎么好意思要求我们开放稀土？这就像有人先把你家饭桌掀了，再回头要求你把厨房敞开。 我最近反复在琢磨一件事。美国那边又开始嚷嚷稀土问题了，说什么希望中国放开稀土出口限制、搞市场化自 ...

9 June 2025 | 4:57AM EDT n China freight flows (week ending Thursday, June 5) finally showed a sequential uptick in laden vessels from China to the US (+9%), with still steep but a bit less of a YOY decline (-25% vs -31%). The YOY declines, however, still show that if the consumer remains resilient – we would likely need more goods at some point in 2H25. o Port Optimizer sequentials tend to support the notion that China should continue to show sequential upticks in aggregate over the next two weeks as the e ...

Will we see a walk back in restrictions over semiconductors and their access into China. I think we will. And I think there will be, you know, a move from these kind of broad based numerical sanctions and and terror figures to something that's more pointed and targeted.And we've seen already those levers being pulled on both sides. Obviously, the, you know, the U.S. imposing the export restrictions on the H-20 chips that could impact a four and a half billion dollars of sales of any video. The Chinese obvio ...

Strategic acquisition enhances supply chain trading capabilities and market presenceSHANGHAI, June 9, 2025 /PRNewswire/ -- Nisun International Enterprise Development Group Co., Ltd ("Nisun International" or the "Company") (NASDAQ: NISN), a technology-driven financing solutions provider and a technology and industry-driven integrated supply chain services provider, today announced a major expansion into the edible oil trading sector through its newly acquired subsidiary Zhetai (Tianjin) Trading Co., Ltd. ("Z ...

This is an incredibly complex issue, and it underscores a really important point, the fact that we have become so dependent on elements like critical minerals and the permanent magnets we need for our commercial sector, our defence sector, so much so that we actually have to give up a really important national security concerns, including dual use items. I really want to stress the definition of dual use, dual use items that China is seeking us to relax our export controls on are various types of air chips, ...

US and Chinese officials including Commerce Secretary Howard Lutnik, Treasury Secretary Scott Besson, and US Trade Rep. Jameson Greer are in London Monday for trade negotiations as both nations work to reach a deal while hefty reciprocal tariffs are paused. National Economic Council Director Kevin Hasset telling CBS he's quote very comfortable with the prospect of the US and China reaching a deal. Wendy Schiller, Brown University professor of political science joins us now for more. Wendy, great to speak wi ...

US and Chinese officials including Commerce Secretary Howard Lutnik, Treasury Secretary Scott Besson, and US Trade Rep. Jameson Greer are in London Monday for trade negotiations as both nations work to reach a deal while hefty reciprocal tariffs are paused. National Economic Council Director Kevin Hasset telling CBS he's quote very comfortable with the prospect of the US and China reaching a deal. Wendy Schiller, Brown University professor of political science joins us now for more. Wendy, great to speak wi ...

Trump Waives Defense Production Act Requirements to Boost Critical Mineral Production President Trump is removing certain requirements in the DPA, notably waiving the requirement that the US must pay the lower of established ceiling price or current market price for critical minerals. This potentially opens the door for higher pricing in the US for critical minerals/rare earths. June 5, 2025 01:50 PM GMT Metals & Mining | North America What's new? President Trump's Administration has posted to the Federal R ...

China's ongoing restrictions on rare earth minerals have already begun to impact industries reliant on the key materials. China imposed export restrictions, which means that you now had to apply to get a license to be able to export these rare earths. We had a very short supply of these materials here in the United States.Certain auto companies have already run out. We saw Ford actually stop production of the Ford Explorer in Chicago because it hasn't been able to access these materials. There's a frustrati ...