That's it folks. It's THE END!
AI stocks will drop 10%+ on Monday morning
Brace for impact folks
@DarioAmodei just unwound the AI trade with a blog post
Uh...... He made us believed that ET is real?
Objectively, the second term is a disaster of foreign policy… can’t stop a single war, keeps starting new ones 🤦
Exact opposite of what was promised, while debt blows past forty trillion, inflation marches on unabated and President Trump is unintentionally the number one driver of the socialist movement.
… but sure, let’s plan some more tax cuts no one asked for!
Golden Age… of the guillotine
47th administration needs a hard reboot, because the first 20 months are the exact opposite of what was promised.
Discuss!
See To Peek retweeted
Japan is truly disgusting.
It hides behind “postwar peace.”
It hides behind “national security concerns.”
It hides behind Washington’s leash, pretending that being America’s loyal attack dog against China somehow makes it an “Asian model student” worthy of Western comfort.
But none of that erases what Japan did to Asia.
Invasion.
Massacres.
Colonial rule.
Rape.
Forced sexual slavery.
Human experimentation.
Biological warfare.
The slaughter and humiliation of Asian peoples.
And even today, Japan still has the audacity to posture as a victim, while racism against other Asians, rape of minors in Asian countries, and sex tourism remain part of the ugly underside of its so-called “civilized” image.
So when China asks Japan when it will sincerely apologize to Asian WWII victims, this is not “provocation.”
It is history returning to the room.
This time, China did not send emotional slogans.
It sent sharp technocrats.
From history, morality, international law, and the postwar order, they dismantled the entire Western-made beautification framework around Japan.
Japan wants to be seen as a peaceful democracy.
China remembers the fascist beast under the costume.
And Asia has no obligation to let Japan rewrite blood into “security concerns.”
Uyghur wedding in Xinjiang. But wait, there's Uyghur genocide in China isn't it? So this must be the CCP's propaganda.
See To Peek retweeted
<끊임없는 반인권적 반국제법적 행동으로 고통받고 힘들어하는 전 세계인들의 지적을 한번쯤은 되돌아볼 만도 한데 실망입니다.
내가 아프면 타인도 그만큼 아픕니다.
나의 필요 때문에 누군가 고통받으면 미안한 것이 인지상정입니다.
아닌 밤중에 홍두깨라고 아무 잘못없는 우리 국민들께서 뜬금없이 겪고 있는 이 엄청난 고통과 국가적 어려움을 지켜보는 마음이 매우 불편합니다.
보편적 인권과 대한민국의 국익을 위해 할 수 있는 일을 더 열심히 찾아봐야겠습니다.>
이스라엘, ‘전시 살해=유대인 학살’ 李대통령 발언에 “용납 못해” v.daum.net/v/202604110641012…
See To Peek retweeted
My friend Dominic Lee, a member of the🇨🇳🇭🇰China's Hong Kong Legislative Council just hit back the US, UK, and NATO at the UN Human Rights Council.
“What moral authority does the US, a country ruled by the Epsteinists have over my country, which has lifted 800 million people out of poverty?”
@dominictsz called out the West for using 'human rights' to attack other countries, and preaching human rights while letting #Israel get away with genocide.
Boom!
Replying to @dylan522p
I look at Sam's face and eyes when he's talking and decided i don't trust him.
According to data from the General Administration of Customs of China, China's lithium ore imports in July 2024 were 531,500 tons, an increase of 4.53% from the previous month and 40.07% from the previous year.
378,700 tons were imported from Australia, an increase of 8.4% from the previous month and 17.7% from the previous year, accounting for 71%. 91,800 tons from Zimbabwe, a decrease of 6.0% from the previous month and an increase of 421.9% from the previous year, accounting for 17%.
If all 171m goes to buying lithium, that's 14k tons at $12k/ton LCE, that's good for 330k EVs with 60kwh battery pack, right? Meh...
Do the math. $171 million doesn’t provide for much of a #lithium stockpile or influence in the market. More like candles when the power goes out.
With all the talks about decarbonization, only China lives up to expectation. Europe and especially US need to step up their game.
But... but... China is only 1/3 of world's auto market. What if nuclear bombs hit the rest of the world and EV sales goes to zero? 🤪
NEV wholesale passenger sales up 33% YoY in March (China). I keep reading negative Western OEM press about EVs but China’s domestic sales and exports continue to show healthy growth. cnevpost.com/2024/04/02/chin…
EU can't produce competitive EVs because it's the Chinese fault.
Desperate times call for desperate measures......
EU set to allow possible retroactive tariffs for Chinese EVs europe.autonews.com/automake… via @AutoNewsEurope
Nowadays it's all about ideology. Politicians don't use their brains anymore and totally lose their pragmatism.
“Decoupling from 中国”. Easier said than done. The US needs viable #LFP technology. @NanoOne_NANO is one option @catl_official another. Interesting #EV dilemma…. wsj.com/business/autos/this-…
Of all the brine juniors, the author picked Vulcan... ok, next! livewiremarkets.com/wires/wh…
Obviouly these executives are sleeping on the job. Do you know there's this company called Galan Lithium? Lithium Energy? All still dirt cheap if you take them over by paying double their current market price!
This is what happens when you are too slow to act. Why keep talking about Jadar as a “project”? Pick a #DLE tech for Rincon and get on with it. afr.com/companies/mining/rio…
GS and MS probably mistakenly think lithium ore = LCE.
Love to watch @GoldmanSachs battle @MorganStanley for the the most wrong headed #lithium analysis. GS thinks output doubles from 21 to 23 and doubles again from 23 to 25. The graph doesn't tie to the table in the report because of a "disruption" adjustment. Comical but sad too.










