Lawrence Pih

[Lawrence Pih @PihLawrence]

one of the most HEARTBREAKING places in China 💔😢 https://t.co/zun4lpSIwQ via @YouTube

[Lawrence Pih @PihLawrence]

US fiscal deficit likely top $1.8 trillion this year.

[Lawrence Pih @PihLawrence]

Private credit and private equity are linked. PC finances the massive needs of AI and to a lesser extent PE also provides funding albeit less direct. Banks are less eager to allocate large sums to AI.
If the current AI bubble bursts what will PC and PE look like?

[Lawrence Pih @PihLawrence]

MIT Explains the 12 Possible Endings for AI https://t.co/lgU9wpI1ah via @YouTube

Get ready for the future of AI.

[Lawrence Pih @PihLawrence]

Mankind has two alternatives:
Rein in AI or face extinction.

[Lawrence Pih @PihLawrence]

Many people do not believe humans have free will. Today we can reasonably say AI models do.

[Lawrence Pih @PihLawrence]

Is Japan a Western vassal, colony or useful proxy?

[Lawrence Pih @PihLawrence]

Three reasons to classify Russia as a great power:
Largest landmass in the world.
Largest reserve of natural resources.
Largest nuclear arsenal.

[Lawrence Pih @PihLawrence]

Is China on course to “Goldarize” the yuan?

[Lawrence Pih @PihLawrence]

Dario Amodei has just leapfrogged Benjamin Netanyahu as the world’s most dangerous man.

[Lawrence Pih @PihLawrence]

The US and Japan are joining forces to fend off yen bears as the currency has fallen to a 40 year low against the USD.
Now Bessent has enlisted even the Fed. If it fails what will happen to the yen and through contamination the USD and US treasuries?

[Lawrence Pih @PihLawrence]

The Best Cars In The World Were Just Revealed In China. Americans Can't ... https://t.co/ijBRoeQ1cY via @YouTube

The biggest losers are the American consumers.

[Lawrence Pih @PihLawrence]

US sanctions against China has certain victim, the US consumer.

[Lawrence Pih @PihLawrence]

This triple whammy from China is rewriting the entire high technology development playbook.
This was possible due to US and its allies’ sanctions.
Solution to this existential challenge according to the US and its allies?
More sanctions!

[Lawrence Pih @PihLawrence]

Whammy 1.
Moonshot AI’s KIMI K3, sending shockwaves across the entire AI ecosystem.
Whammy 2.
China builds domestic DUV lithography machines leaving ASML in panic.
Whammy 3.
CXMT blockbuster IPO putting Micron, Samsung and SK Hynix on notice.

[Lawrence Pih @PihLawrence]

Britain Forced a Country to Buy Drugs at Gunpoint — Then Billed Them for... https://t.co/nEaSFYWQYV via @YouTube

Unfinished business?

[Lawrence Pih @PihLawrence]

After peaking at $225 a share SPCX is now trading around $112,a 50% correction it’s priced more reasonably now.

[Lawrence Pih @PihLawrence]

ASML is not only concerned it will lose DUV lithography machines sales in China to Chinese domestic supplier but China will export these machines and dominate the DUV world market.
The next challenge for ASML is EUVs and it’s coming sooner than you think.