National Security & Policy - Tariffs under Section 232 are likely due to a perceived national security crisis [1] - The administration aims to achieve "pharma independence" through a multi-step plan [3] - The plan involves strategic API (原料药) reserve establishment [1] - Government contracts from DH (国土安全部), Veterans Affairs, DoD (国防部), and HHS (卫生与公众服务部) will provide stable demand [2] Supply Chain & Vulnerability - The current situation is characterized as an "extreme vulnerability" [2] - The goal is to shift towards an "America first, America farmer first" approach [2]

There's one issue that came up this week that we'd love to hear from you about and that's Nvidia. Where did this agreement come from. Who came up with it.>> The the president. The the president as as I tell everyone, the the president is one of the most open-minded people I know. He does everything at first principles.Why do we do things this way. Why shouldn't we do it the other way. And you know, I I think that this is a very unique solution.Allows Nvidia to expand into China. It can make Nvidia chips the ...

Back when we were stopping the flow of ships to China, It was America's national security concern about how China would use those chips. In the military context, the development 24 hours later after the president cut that deal, is China saying we have national security concerns and we want to champion our own domestic names. Who has the upper hand in this negotiation.Well, I think that for China, a lot of the signaling that it has been engaged in is largely performative. We know that the Chinese continue to ...

Core Insights - Radiance Technologies has appointed Mr. Tony Moraco to its Board of Directors, bringing significant experience from his tenure as CEO of Science Applications International Corporation (SAIC) [1][2] - Mr. Moraco's expertise includes national security, space systems, cybersecurity, and government contracting, which aligns with Radiance's focus on serving defense and intelligence markets [2][3] Company Overview - Radiance Technologies is an employee-owned prime contractor founded in 1999, with over 1,200 employee-owners serving the Department of Defense and other government agencies [7] - The company specializes in cybersecurity, systems engineering, prototyping and integration, and operational and strategic intelligence [7] Leadership Experience - Mr. Moraco led SAIC through a significant transformation, including the separation of a $10 billion entity into Leidos Corporation and a refocused SAIC, and grew SAIC's revenue from $4 billion to $6.5 billion through strategic acquisitions [3][4] - Under his leadership, SAIC's stock price more than doubled, indicating strong improvements in profitability and free cash flow [3] Post-Retirement Activities - After retiring from SAIC, Mr. Moraco has provided consulting services to AEA Investors and GLG, and he currently serves on the board of Curtiss-Wright Corporation [5][6] - He holds advanced degrees in Geodetic Sciences and Civil and Environmental Engineering from Virginia Tech and has been recognized as a distinguished alumnus [6]

Ambassador, notably Zalinsky, will not be part of this meeting on Friday. I want you to listen to some of what we heard from the president yesterday. I get along with Zalinski, but you know, I disagree with what he's done.Very, very severely disagree. This is a war that should have never happened. Wouldn't have happened, but I'll be speaking to Zilinski.Ambassador, what are your expectations about how this could go. And are you concerned Putin may be able to sway President Trump on certain wish list items. ...

Geopolitical & Strategic Importance - Greenland's strategic location between Canada and Iceland, and its potential for mineral resources, are attracting attention [1][3] - China's dominance in rare earth mineral production raises national security concerns, intensifying interest in alternative sources like Greenland [2] - The Trump administration sees Greenland as having potential for fisheries, mineral resources, and hydroelectric power [3] Mineral Resources & Economic Potential - Tan Breeze in Greenland is considered a significant deposit of rare earth elements, including tantalum, niobium, and zirconium [1][2] - These rare earth elements are crucial for manufacturing automobiles, airplanes, defense technology, and wind turbines [2] - Developing Greenland's resources could create a robust commercial industry while addressing national security issues [4]

WE HAVE BEEN TEEMING NICELY WITH CHINA, THEY HAVE TREMENDOUS TARIFFS THEY ARE PAYING TO THE U.S. AND THE RELATIONSHIP IS GOOD WITH XI JINPING AND MYSELF. HASLINDA: TRUMP SAYING HE HAS GOOD RELATIONS WITH XI JINPING AS HE EXPANDS THE TARIFF PAUSE FOR ANOTHER 90 DAYS, WILL THIS STABILIZE TIES. LIVE FROM SINGAPORE THIS IS INSIGHT WITH HASLINDA WHERE WE DIVE DEEPER WITH CRUCIAL CONTEXT AND SHARP ANALYSIS.TRUMP IS OPEN TO A DEAL WHERE NVIDIA WOULD SELL A SCALED-BACK BLACKWELL CHIP AND WE SPEAK TO CLAIRE READE OF ...

Trade Negotiation Dynamics - The current trade negotiations between the US and China are proceeding at a slower pace compared to previous deals [1] - Both sides have agreed to a tariff rollover, allowing them to focus on key outstanding issues such as export controls, critical minerals, and excess capacity [1] - The US administration may be internally divided on the approach to China, particularly regarding export controls [6] Export Controls and National Security - The US position on export controls has historically been that they are non-negotiable due to national security concerns [3] - The Trump administration's openness to discussing export controls has created an opportunity for China to seek rollbacks of existing restrictions [4] - The US faces a decision on whether to supply China with chips and high-tech goods needed for its advanced A I industry [5] China's Leverage - China is in a stronger negotiating position compared to the Phase one trade talks, leveraging its control over critical minerals and magnets [7] - China may use its leverage to seek a more balanced deal with the US [7] - China could use its access to rare earths to its advantage in the negotiations [6] Potential Outcomes and Risks - A limited deal may be reached, with a process established to address unresolved issues [8][9] - Emerging issues could be put on the table, but time is limited [8] - If the US doesn't offer terms that China finds acceptable, new issues could be introduced during the next 90 days [8]

There is a lot to unpack here, but it's interesting that Aean brings up the the national security point because remember that's how this whole thing got started in terms of requiring export controls on this very unique sector as a said it's because of national security effort and all of a sudden 15% it makes that go away seemingly. Let's hone in on in Yes. And we're going to discuss AMD and Nvidia and what appears to be, you know, paytoplay type of thing.But, you know, the Intel calling for your res calling ...

How is this going to work. 15% of sales, 15% of the revenues that they make from those sales into the China market. Of the 20 when it comes to NVIDIA or AMD's equivalent.Once they start shipping those, they will get the export license. According to this report, if they pay that 15% into the US Treasury, that apparently is how it's going to work. There are legal questions around this. If this is categorized as an export tax, potentially there are legal challenges to this.But according to our reporting, this ...