Russians will be back if they think they can win.
cocolowlander
Still too many Tesla is sold in the EU.
I expect a bump in cars sold in the next few months as the new Model Y Juniper starts getting produced. You'll know exactly who bought a Tesla in 2025.
Chinese ambition of Taiwan has very little to do with semiconductor industry and mostly to do with their nationalism/legitimacy of CCP.
Model Y Juniper just started shipping this month. Its a glaring sign that says they bought it after everything Musk did.
EU really needs to at least get off of American tech in government service. Our tax shouldn't be going into their pockets.
Thank you for the source. Just need to use DeepL for translation. Seems like the CDU tax cut is 89 billion euros but I'm not sure if that is every year or over 10 years (which is the standard accounting rule for government budget).
Do you have a source on that? CDU is talking about 500B debt over 10 year. That's a lot of tax cuts.
Maybe get an agreement that debt can only be used for hard infrastructure like rail, electrical grid, etc. and defense spending on weapons and military staffing.
Germany needs the investment, so hopefully they can get an agreement.
I know it's needed, but I'm always worried about the French budget. Their debt to GDP is not healthy right now. On the other hand, the Germans should be spending more.
Feasible, yes. Practical, hard to say. Good idea, yes.
RISC-V is open-source architecture based in Switzerland (although it started in University of California).
One thing going for it is China is spending billions a year towards RISC-V adoption so they do not get sanctioned by the US. You need money and engineers working on it towards these type of open source to compete with existing players.
Probably shouldn't focus on the short term stock movements.
If the Fed turns on the money printer, the stock prices will go up.
I would point to prices of housing and groceries, because that will not go down if the Fed turns on the money printer.