$NVDA isn't an AI monopoly. It’s a hostage.
4 companies control 61% of its revenue...
If they cut spending by just 2%, the stock collapses.
Mapping the hidden structural vulnerability everyone is ignoring 👇
BREAKING: 🇨🇳 China's trade surplus surged to $133.5 BILLION in September.
Exports jumped +36.3% while imports surged +31%.
China's trade surplus has now reached $938 billion in the first 9 months of 2026.
📈Follow for your next market insight.China is on the verge of becoming a high-income country under the classification of the World Bank. But Beijing would rather not associate with the rich countries in the world. 🚀
China is on the cusp of becoming a high-income country by the World Bank’s classification. But Beijing would rather not be grouped with the world’s wealthy nations. https://t.co/tEopbSeH1d
The situation gives something to talk about,it remains to see the measures that China take in the coming years and the relationship between both countries.
JAPANESE COMPANIES ARE LEAVING CHINA IN RECORD NUMBERS
The number of Japanese companies operating in China down 22% since 2024 to its lowest level since Teikoku Databank started tracking in 2010.
4,137 Japanese companies completely withdrew from China between 2024 and 2026, while only 1,221 new ones went in.
Teikoku says Japanese business in China has shifted from an expansion phase to a restructuring phase, and expects the exit to continue.
Three main reasons:
1. US tariffs have hit revenue for 60% of Japanese manufacturers in China.
2. China's slowing economy, collapsing property prices and rising labour costs.
3. A year-long diplomatic freeze over Taiwan has led China to restrict critical mineral exports to Japan.
For the first time, Guangzhou's major travel expo ahead of China's National Day had no Japanese exhibitors.
Japan isn't completely abandoning China. It's reducing its dependence on China and shifting supply chains toward India, Thailand and Southeast Asia.
@Barchart The collapse of China's real estate bubble didn't trigger a recession in the economy. Those who say China is on the verge of collapse are wrong!
@R0h1t_Sharma_ I'd think that's awesome - finally these media platforms won't have any Indians on them! I'd be so happy! Just like there are no Indians on TikTok!
@TheBrancaShow Because China and India are two different countries! And China isn't an immigrant country! The most important thing is IQ testing, and Chinese people are clearly smarter than Indians!
Palantir breaks $200 and Goldman sees $230 👀 Sovereign AI is becoming a serious growth story but at a $500B+ valuation how much future growth is already priced in Are you buying the breakout or selling the hype $PLTR #Palantir#AI#stocks
Meta could hit a $2.5T market cap as Wells Fargo raises its price target to $1,000 The bet is simple 3.6B daily users plus AI could turn Muse into a money machine but $215B in expenses is a monster bill to pay $META #Meta#AI#Stocks
Tesla is trading at 396x earnings and investors are still buying the future not the numbers 🤯 Robotaxis humanoid robots and AI are doing the heavy lifting while UBS bumps its target to $391 At this point TSLA is a bet on what comes next $TSLA #Tesla#AI
@IndianAesthetik Could it be that there's just so much negative news about Indians that more people are getting to know the real India, while India can't get to know the real world
@SenSanders AI technology is meant to help humans, not to destroy them. If the AI being developed doesn't help people but harms them, it should be stopped. If it can change humanity for the better, we should support it!