While the US only recently woke up under Trump - partially in his first term, and a lot more so now - China has been planning for the long-term for decades, with a systematic view to remove dependencies. This complementary piece below may be helpful to those wanting to connect the dots.
Here's a polymarket bet I'd like to see.
Will ASML sell advanced litho machines to china within next year?
Nice deal to be had in return for NXP chips before car makers get completely frozen
Good framing by Bill, agreed on most points.
While the US only recently woke up under Trump - partially in his first term, and a lot more so now - China has been planning for the long-term for decades, with a systematic view to remove dependencies. This complementary piece below may be helpful to those wanting to connect the dots.
https://aquavis.substack.com/p/china-and-the-xi-agenda
https://youtu.be/1vj7jnA2Pyg
Can you please offer an official statement for this market? All the situation feels very unfair and it reeks of scam.
https://polymarket.com/event/which-party-wins-2nd-most-seats-in-netherlands-election?tid=1761836024273