水明🇺🇸
17.9K posts
🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…
Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…
🚨BREAKING: Qatar just declared force majeure on LNG contracts to Italy, Belgium, South Korea, and China. For up to 5 years. Here's what the CEO just told In an exclusive interview with Reuters, Qatar's Energy Minister and CEO of QatarEnergy just confirmed the damage from Iran's attack on Ras Laffan. It's worse than anyone thought. → 2 out of 14 LNG trains damaged → 1 of 2 gas-to-liquids (GTL) facilities damaged → 12.8 million tonnes per year of LNG offline for 3-5 years → 17% of Qatar's total LNG export capacity gone → $20 billion annual revenue loss → $26 billion in damaged facilities (the CEO said they "should not be attacked") QatarEnergy may declare force majeure on long term LNG supply contracts to: → Italy → Belgium → South Korea → China For up to 5 years. Additional exports declining: → Condensates: Down 24% → LPG: Down 13% → Naphtha: Down 6% → Sulphur: Down 6% → Helium: Down 14% The damaged trains: → Train S4 and S6: 30% owned by ExxonMobil, rest by QatarEnergy Production cannot restart until hostilities cease. What this means? 12.8 million tonnes per year = 17% of Qatar's LNG capacity. 17% of its capacity just disappeared for 3-5 years. Italy, Belgium, South Korea, China: These countries had long-term contracts with Qatar. Force majeure means those contracts are suspended. They now have to compete in spot markets for replacement cargoes. Against each other. And against every other buyer scrambling for LNG. $20 billion per year in lost revenue for Qatar. $26 billion in facilities damaged. The only country with capacity to absorb Qatari volumes at scale is the United States. I wrote a full breakdown on how this shift benefits US LNG producers and which stocks are positioned to win from Qatar's structural supply loss👇 open.substack.com/pub/themerchan… #Iran #Qatar #LNG
美国实控霍尔木兹？战场瞬变：如美国派出地面部队，登陆哈尔克岛，对世界和美国意味什么？ 今天根据华盛顿消息，军队层面已讨论登陆和夺取哈尔克岛方案和可能性，及大规模轰炸两岸扫清障碍，最终为美国实际控制霍尔木兹海峡的可能性。如果局面走向这样，世界可能会进入三战？
🇮🇷伊朗今天袭击了9个国家 以色列、卡塔尔、阿联酋、沙特阿拉伯等国遭到袭击和威胁，关键能源设施成为直接目标。 卡塔尔拉斯拉凡枢纽遭到袭击，而多个海湾地区的设施目前正在为即将到来的袭击进行人员疏散。 这是直接针对全球能源系统的升级行动。 重要性：石油、天然气和全球市场现在正处于风口浪尖，而且这种情况可能会迅速恶化。 这样做会给所有海湾国家和西方国家带来巨大的压力。 来源： @rami_hashimi
交锋开始：华盛顿建制派对抗川普。众议长Johnson反击刚辞职Joe Kent：我不知道Kent从哪里得到信息，伊朗正快速制造弹道导弹，我们知道他们的计划是向美国人发射。国务卿战争部长和参谋长联席会议、凯恩将军，他们拥有精湛情报，我们明白，选择打击伊朗对我们是一个严肃时刻。
最近三年的除名名单像是一张精确的“军工毁灭路线图”： 核动力（罗琦）、导弹控制（肖龙旭）、防弹材料（周国泰）、动力机械（金东寒）、航发系统（曹建国）。 这不仅仅是几个将领的落马，而是从核潜艇、导弹、发动机到防弹衣，整条供应链的“大脑”都遭遇了集体腐败。
🚀🇮🇷一枚导弹，同时消灭伊朗三个关键人物 伊朗政权最高决策层， 已经几乎被清空💥 左：阿里·拉里贾尼 🔴 伊朗最高国家安全委员会秘书 🔴 哈梅内伊死后实际掌权人 🔴 议会议长9年、核谈判首席代表 🔴 伊朗战时最高决策核心 中：莫尔特扎·拉里贾尼 🔴 拉里贾尼之子 🔴 伊朗核、科研领域知名科学家 右：安全主管 🔴 革命卫队派驻拉里贾尼的贴身保护负责人 🔴 掌握拉里贾尼全部行踪与安全部署 3月16日深夜。 德黑兰郊区帕尔迪斯。 他女儿的家。 一颗导弹，三人全灭。 以色列国防部长Katz："拉里贾尼昨夜被消灭。" 伊朗官方：确认，称其"殉难"。
