China's CXMT RAM is selling for $150, while the global average price is around $300 to $400. Chinese memory giants CXMT and YMTC are aggressively ramping production.

Sources: tweet, what does it mean?

Sources: DHSgov tweet

🇨🇳 China is committing roughly $1T to AI/energy infrastructure with a planned 30-year recoup horizon. Patient capital at a scale Western markets aren't structured to deploy.

Sources: tweet

Fiber optics is still happening at the battlefield, although not as much as it used to be. It's extremely pricey now. We used to buy 50km spool for $300, now it's easily $2500. At least a positive second order effect of the war in the middle east, it's making the war in Ukraine more expensive.

Sources: tweet