Micha Moses

Ideen sind immer Kinder der Not. -
Wir planen immer zu viel und denken zu wenig. -
Nichts ist so verräterisch wie das Offensichtliche. -
J. Schumpeter

[Shemuel Meir @ShemuelMeir]

https://t.co/IXVZgM2WLK
אהוד ברק באזהרה הכי חמורה שהשמיע עד היום. נתניהו מתכנן כבר בימים הקרובים פרובוקציה מבצעית , כנראה באמצעות המוסד, שתחייב תגובה איראנית מיידית של שיגור טילים, וכך תירוץ למלחמה בלי אישור טראמפ כי מדובר בתגובה של הגנה עצמית לכאורה. סכנה מיידית והפלת איזנקוט.

[Barak Ravid @BarakRavid]

עמוס הראל כותב: נתניהו נלחם בכל האמצעים כדי להישאר בשלטון, ומנסה שוב לחמם את הזירה האיראנית
https://t.co/j2u3CdJcju

[Baruch Sharon @BaruchSharon1]

מנסור עבאס: ״נתניהו אמר לי שהוא ויחיא סנוואר מבינים אחד את השני...״
לא פלא שהפסיכופת המושחת התפלא כשהעירו אותו: למה הם יורים?
חומר מצויין לועדת החקירה הממלכתית.

[Vera Bergengruen @VeraMBergen]

After Huang left his first White House meeting of Trump’s second term, a group of advisers huddled to discuss their concerns.

“One quipped that Huang would sell chips directly to China’s People’s Liberation Army if the government let him.” https://t.co/RCqL21ul9g

[Baruch Sharon @BaruchSharon1]

כל מילה של יואב סגלוביץ'.
מדינת ישראל תחת שלטון נתניהו, ובהשראתו של הפסיכופת הגזען והמושחת, הפכה את הציונות לגזענות.
והבעיה החמורה היא שגם גוש השינוי נפל בפח הזה!
@YSegalovitz

[ran tagar @rtsan79]

מת 🤣🤣🤣

[יוֹרָם כהן 🎗️ @yoramcohen123]

רק האיש הענק הזה , יכניס את
נתניהו לבית סוהר בעוון בגידה,
פגיעה בבטחון ישראל ובעוון סיוע בעקיפין לטבח המונים 📌

[Robert A. Pape @ProfessorPape]

Tunnels packed with ballistic missiles -- Iran just unveiled an underground “missile city”

Eight months into the war, Tehran acts like it holds the stronger hand

Why? A number that has barely moved for two months, and it runs straight through your gas tank

[Laura Rozen @lrozen]

“My suspicion is that Alice Huang was not a spy who happened to become a businesswoman. She was a commercial fixer, possibly a white glove, whose value lay in connecting powerful interests while keeping their involvement at arm’s length.
If that is correct, the real story is not how a Chinese woman compromised an American technology billionaire.
It is how Chinese commercial interests may have used offshore companies, financing arrangements, and personal relationships to gain access to billions of dollars’ worth of advanced American technology.”

[Ilan Lukatch @IlanLukatch]

איציק היקר, בשעה שאתה קברת את בנך עמית, יועצי יו״ר המפלגה שלך קיבלו במקביל משכורות ממדינת אויב שמימנה את הנשק והקליעים שנורו לעברו בעזה. אוריך עדיין עובד בלישכת נתניהו. תדבר איתו לפני שאתה מטנף על איזנקוט, גם הוא אב שכול טרי שגם בנו לחם ונהרג באותה עזה מאותו נשק במימון מעסיקיו של אותו אוריך שעובד אצל אותו נתניהו

[Tomer Balan @tomer_balan]

היום לפני 8 שנים. נובמבר 18.
למרות הסלמה מצד חמאס, נתניהו מחליט לאפשר לקטאר להעביר מזוודות של כסף לעזה.
כתב ערוץ 14 שואל אותו עליהן כשהוא מציין שמחנה הימין רואה את המדיניות הזו ככניעה.
ביבי: ״אני פועל בכל דרך להחזרת השקט בגבול עזה ולמנוע קריסה הומניטרית. זה היעד שקבע הקבינט, בהמלצתי״.
״אמור להיות פיקוח מסוים. אני מקווה שהמנגנון ישתפר״.
״אני עושה כל מה שאפשר להמנע ממלחמה מיותרת״.
״אנחנו מכוונים ל-2 שלבים: רגיעה והסדרה. אני לא יכול להבטיח שנגיע לשם. יש הרבה חומרים נפיצים״.
״ההחלטה הזאת (הכסף הקטארי), התקבלה עם מחירים וביקורת. אני חושב שזו החלטה נכונה. מנהיגים צריכים למצוא את הדרך למנוע קריסה הומינטרית ולמנוע מלחמות. האם זה הצליח? מוקדם לומר״.
@netanyahu

[Michael Pettis @michaelxpettis]

Xinhua: “China will strive to build an accounting system with Chinese characteristics that is internationally leading in 2026-30.”
https://t.co/lTAMKW2p1h

[Daniel Steinmetz-Jenkins @daniel_dsj2110]

Jan-Werner Müller: "We can’t just ‘move on’: Democrats must hold Trump accountable": https://t.co/gVUovvft6H

[Zvika Klein צביקה קליין @ZvikaKlein]

Israeli settlers threw rocks at activists and journalists during an olive harvest near Kusra in the West Bank, footage from Rabbis for Human Rights shows. Police opened an investigation, Jerusalem Post staff reports.
https://t.co/An4dVEcFeF

[Shanaka Anslem Perera ⚡ @shanaka86]

JUST IN: Jensen Huang's yearslong ties to Alice Huang enabled more than $7 billion of Nvidia chip sales to China, per The Information. It reports that she, her sister and her husband built a web of companies in China and Singapore.

That network moved about 240,000 super advanced Nvidia Ai chips, worth at least $7.5 billion, to Chinese buyers. It cites 2 people who know her.

The hub, by that account, was Shanghai Century Litong. It was founded in June 2023 and became an Nvidia preferred cloud partner by October, which put it near the front of the queue.

When export rules stalled orders, The Information says, Alice Huang leaned on her links inside Nvidia and among its distributors.

Some of the hardware ended up serving Alibaba, Tencent and smaller Chinese labs.

The report adds that 'Megaspeed', the Singapore cloud firm where she held a senior role, set up a Malaysian unit called Speedmatrix back in 2024. Its equipment later reached Century Litong.

Reuters could not verify the report. Nvidia, Megaspeed and Century Litong did not immediately comment. Megaspeed has denied wrongdoing before.

Nvidia said in October that diversion claims against Megaspeed had been investigated and debunked.

The New York Times reported in October that US officials concluded Alice Huang was a Chinese intelligence asset.

China's foreign ministry calls that a smear. On Sunday Jensen told staff he had been unfaithful to his wife. His board opened an independent review with outside counsel and said it has no reason to believe national security or company secrets were compromised.

President Trump says the Federal Bureau of Investigation is looking into it, and that Jensen told him he had no idea she was a spy.

The New York Times now reports that the Justice Department asked Commerce to pause its part of the Megaspeed probe after an Nvidia representative contacted Commerce investigators.

Washington is moving fast.

House China committee chair John Moolenaar says Congress must "get to the bottom" of it. 3 House chairs want Huang at a closed-door briefing on 18th November and asked for his answer by 11th November.

Senators Jim Banks and Elizabeth Warren want tighter chip export limits written into the defence bill.

Democrats, who won both chambers in last week's midterms, say Congress will investigate. A shareholder has already sued Nvidia and Huang in San Jose, claiming investors were misled.

Investors have already marked the stock down. Nvidia closed at $178.67 on Monday, down 4.27%, and traded near $171.57 on Tuesday morning. That is about 8% in 2 sessions, or roughly $360 billion of value. Bank of America took it off its US 1 List of best ideas but kept its Buy rating. Wells Fargo cut its target to $300 from $315, and Aletheia Capital moved to Hold.

The business reports on 17th November. Nvidia guided to $108 billion of revenue, plus or minus 2%, which tops out at $110.16 billion. Analysts expect about $108.8 billion to $109.2 billion.

Nvidia has beaten the top of its own range in each of the last 9 quarters. Its thinnest cushion was 2.6% over the midpoint, in the quarter that ended in April 2025.

The way things are happening, a highly likely scenario is that the 17th November release shows revenue above $110.16 billion. This is very likely!

The guide already leaves out China data centre sales, and every allegation so far concerns where chips went in past years. I am wrong if reported revenue for the quarter is $110.16 billion or less.

[Timothy Snyder @TimothyDSnyder]

China and Russia have gained enormously from the transactional emptiness that we pretend is a foreign policy. By the way Nvidia chips are in Russian jet-powered drones that kill Ukrainian civilians.
https://t.co/E6rmzKeHRC

[Mairav Zonszein מרב זונשיין @MairavZ]

Absolutely Unhinged https://t.co/w3397bYowo

[Vali Nasr @vali_nasr]

A good piece by @AlexVatanka on Mohsen Rezaie, his history and current role https://t.co/yaeig7ECnG

[Elizabeth Tsurkov @LizHurra]

Settlers attack Israeli solidarity activists helping Palestinians harvest their olives in Qusra in the occupied West Bank. One of the female activists was hospitalized after being hit in the skull.

[Martin Kramer @Martin_Kramer]

Ben-Gurion 1957 re: decision to leave Gaza: “Israel’s continued existence depends upon its moral legitimacy. If Israelis themselves and the wider world cease to recognize Israel’s moral right to exist, its existence becomes untenable.”