Taiwanese are growing more doubtful that they can fend off their hostile neighbour https://t.co/FewZofgTQ7 ...

The west has fallenchina has won https://t.co/6qr4Z7GpLs ...

Geopolitical Analysis - A fundamental reshaping of US relationships in the Middle East is anticipated [1] - This shift is expected to have significant global ramifications [1]

As the Arctic region thaws, there’s surging demand for icebreaker ships that can open it to business — and fend off geopolitical rivals https://t.co/Ab0lmVhIu6 ...

Poland scrambles jets as Russia launches massive aerial assault on Ukraine, hours after NATO intercepted three Russian jets over Estonia's airspace.https://t.co/bJAJw7eQOE ...

In this week's Bold Names, author and China expert Dan Wang says that China is an “engineering state,” while the U.S. is a “lawyerly society.” Which superpower has the upper hand in the current geopolitical and technological arms race?🎧 Listen: https://t.co/EgNiMzoGCR https://t.co/pEzU07JUfY ...

Market Volatility & Geopolitics - Geopolitics is increasingly becoming a source of market volatility, impacting individual companies and the market broadly [2] - Trade relationships, particularly between the U S and China, involve leverage points that both sides are trying to exploit [4] - Trump's geopolitical risk is a key story, intertwined with the semiconductor industry [6] - Companies are closely aligned with the Trump administration's objectives, akin to a space race driven by sovereign interest [7] Demand & Growth - Massive demand exists domestically, even in a potentially bifurcated world where the U S and China may not trade as much [9] - Demand from hyperscalers based on AI workflows is a positive factor [11] Investment Strategy - The market has experienced a tremendous run since April 8th, leading to potential overvaluation [10] - Rebalancing and taking profits may be prudent, given the underlying risks and the market's 16% year-to-date increase on the Nasdaq 100 [9][10] - The current euphoric market conditions suggest positioning for a potential moment of doubt [13] - Innovation periods are not expected to be linear and may experience fits and starts [12]

A fundamental reshaping of one of America’s deepest friendships seems all but inevitable, with huge ramifications for the Middle East and the world https://t.co/978U24JOfc ...

Taiwanese are growing more doubtful that they can fend off their hostile neighbour https://t.co/U4gT5Lk9fR ...

Japan and the Philippines would struggle to stay out. But what about the rest? https://t.co/rcSHabx5QK ...