Dan Collins

Dan Collins on the Trump-China summit. youtu.be/kZu5a_-nE4w?si… via @YouTube

Chinese chip stocks in Hong Kong are surging after Huawei claimed a potential breakthrough in chip technology.

Interesting. Looks like Serbia got a deal to implement Chinese AI systems since Europe doesn’t have any companies to work with.

I’m good at all of this outside of plumbing.

This will be my worst post ever. It's an image I will inprint in your brain that you will not be able to forget for days: Nuland and Pompeo having sex

Putin’s warning isn’t about Ukraine anymore. It’s about Europe’s collapse, broken supply chains, mass surveillance, and a world order coming apart in real time. @Michael_Yon joins me on NATSEC TALK to try to show people what's coming down the pike. Will you listen? ⬇️

ALERT: 🚨 Live stream reveals MYSTERIOUS GREEN FIREBALL crashing to earth during volcanic eruption in the Philippines.

@WeTheBrandon @Matt_Bracken48

@Matt_Bracken48 I’ll have whatever he’s smoking.

POSOBIEC: "The Trump Iran Deal is 2026 Nobel Prize material We've never seen a President like this in our lifetimes"

True.

They call it the “Greta Thunberg Carbon stabilization fund.”

@MacroJason Wasn’t an accident

One of NATO’s greatest mistakes was accidentally bombing the Chinese embassy of Belgrade and giving the two countries who otherwise don’t have much common history something to bond over. China is at around 85% net favorability amongst Russians but near 90% amongst Serbs, though I expect it to come down slightly in coming years.

Vucic who stands 6’6” is the world’s only leader who is taller than the Chinese honor guard.

China is actually horrible in information warfare. The U.S is culturally different to the point they don’t understand it at the required level. They fund a huge number of foreign language CCTV broadcasts but they all look like Chinese programs done in a different language so no one watches. Nowadays, some random people on X just post some pics of Chinese cities and the West calls it “information warfare.” How dare they show safe streets and new infrastructure.

@MayorFrey Swallow your bag of fentanyl and become a martyr of the moronic. What a world.

Today, we remember George Floyd, who was murdered by a former Minneapolis police officer six years ago.   That moment changed our city forever.

Vucic receives a medal from Xi which supposedly only 12 other foreigners ever received. Can't vouch for fact check but could very well be true. Vucic is single-handedly responsible for $15 billion of Chinese investment/loans in Serbia over the past 12 years, employing 40,000 Serbians today (Serbia has a population 6 million), and selling weapons to Serbia even Russia balked at selling to Serbia (e.g. S-400 equivalent). For comparison, EU invested/loaned about $25 billion, so... more. EU is 100 km from here. China 10,000 km. Russia invested / loaned about $5 billion over the same period. China has saved Serbia's one steel mill (which US Steel gave up for $1)--Serbia still has one, UK does not, for example--China has revived gold and copper mining in Bor which the French and Italians abandoned mid 20th century (my Dad grew up in Bor, and I spent many summers there so I know the area), China has built high speed rail in Serbia that only France and Spain have in Europe (but not, say, Germany), and Huawei--not Elon Musk--has built a top of the notch data center. Countless other investments in all kinds of industries. All of this happened on Vucic's watch. No doubt all of this has also been good and profitable for China, a win-win, the best kind of deal. The pro-EU factions in Serbia--which predictably are also anti-China--point out to Vucic's various faults, some of which I agree with. Where they lose me--and where I realize they are just playing politics and don't care about Serbia but only about themselves--is when they minimize China's contribution to Serbia's relative prosperity, and minimize Vucic's contribution to it. Many of them are now ridiculing this visit by Vucic to China.

Everyone from @elonmusk, @RayDalio, Jensen Huang, Tim Cook, to @theallinpod and even @PalmerLuckey are now publicly acknowledging China’s very real technological and industrial strengths while quietly refuting simplistic decoupling narratives. Not because they suddenly became “pro-China.” Because reality eventually matters. The Owl View 🦉: You do not compete effectively by underestimating the capabilities of the world’s largest manufacturing and industrial ecosystem. instagram.com/reel/DYvw0a8un…

25 yrs ago, Soldier Field was built with $200m from the Bears and $400m bond by the Illinois State Gov to be paid by a 2% hotel tax. The Bears paid their $200m, the State Gov never did. The even kept refinancing the debt. 25 yrs later the original $400m has now ballooned to $600m and there is no $ to pay.

WHAT. THE. HELL. IS. GOING. ON.

Seems Huawei wants to shift the rubric for logic performance gain from number of switches you can fit into an area (transistor density) into amount of signals you can fit into a unit of time (presumably for a fixed energy input). There may be photonic computing subtext here too.

We have taken 100m barrels of oil out of Venezuela. To the Victors go the spoils. - DJT

@BudimanJayaS @tyillc Uh? Half of Japanese production in Japan is exported. Thats not irrelevant to them.

@DanCollins2011 @tyillc That means Japanese export are irrelevant

Japan Inc died with the cassette tape. - Share of Global GDP: 17% → <4% - Semiconductors: 50% → 9% - Shipbuilding: 50%+ → about 10% - LCD Panels: 94% → about 2-5% - Televisions (Sony + Panasonic): 40%+ → <6% - Mobile Phones: 20% → <1% - DRAM: 80%+ → 0% - Telecom Base Stations: NEC + Fujitsu combined less than 2% - Power Semiconductors: Top five hold 20%+ → Only three seats in top ten, each <5% - Automobiles: Overtaken by China as No. 1 exporter. Missed EV transition.

@bernard_gress 4 of the top 6 selling cars & trucks in America are American brands.

@DanCollins2011 It's a lot of cars in 'a SUV & Truck market'! You think the SUV chart looks better??