TRUMP DRAFTS BAN ON CHINESE DATA CENTER COMPONENTS - REUTERS
Here's which stocks will benefit:
> $COHR — The only Western optical transceiver maker with scale comparable to China's Zhongji Innolight, and Nvidia just invested $2B to lock up its laser capacity.
> $LITE — U.S. transceiver maker whose Cloud Light unit is a key supplier to Google, also backed by a $2B Nvidia investment.
> $FN — Thailand-based contract manufacturer of optical modules for Nvidia; non-China capacity becomes the scarcest asset in the supply chain.
> $AAOI — Small-cap transceiver maker reshoring production to Texas, the purest "Made in USA optics" play.
> $MRVL — Makes the DSP chips that sit inside optical transceivers.
$BE CEO: full stack providers = up to $24B in annual revenue for 1 GW
“A full stack AI provider that is responsible for everything in the data center financially, the 1 gigawatt data center in one single year will deliver between $12 billion to $24 billion in revenue per year”
Interesting
Imagine this: you get paid by our tax dollars and you don’t even show up to do your job when it involves our tax dollars being stolen.
Wtf are these people doing in office if they don’t even care about our money being stolen and wasted? They are simply working against us.
@JamesOKeefeIII In this video, I get the fraudsters to:
1. Admit to the fraud happening
2. Expose who’s doing the fraud
3. Show Americans that we are being robbed
🚨 Here is the full 53 minutes of my crew and I exposing New York fraud, we uncovered over $190,000,000 in fraud as these fraudsters use the elderly and needy to commit fraud through adult and personal home care scams in NYC. Your tax dollars are paying for elderly Koreans and Chinese to play ping pong and do tai chi, while the fraudsters give $ kickbacks to those who enroll. Like it and share this video, the fraud must STOP.
We ALL work way too hard and pay too much in taxes for fraudsters to steal from our pockets. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians. Time is up.
EXPOSE IT ALL AND END THE FRAUD.
America’s ruling class has performed another miracle.
They took the most basic truths in human civilization ... crime needs punishment, borders need enforcement, schools should teach, welfare should be temporary, families matter, merit matters, and taxpayers should not be looted by professional parasites ... and somehow rebranded all of that as “extremism.”
Incredible work, really.
Apparently, a “compassionate” society is one where the violent repeat offender gets another chance, the victim gets a candlelight vigil, the taxpayer gets the bill, the schoolkid gets passed along illiterate, the fraudster gets a grant, the NGO gets another contract, the illegal alien gets services, and the working American gets told to shut up and be more inclusive.
What a beautiful system.
Soft justice did not stay in the courtroom. It metastasized. It became soft borders, soft schools, soft parenting, soft welfare, soft standards, soft men, and soft bureaucrats explaining why every obvious solution is “too harsh.”
Lock up predators? Cruel.
Deport illegals? Hateful.
End generational welfare? Lacking empathy.
Punish fraud? Complicated.
Restore merit? Problematic.
Teach kids to read? Probably colonialism by Tuesday.
A serious country protects the innocent from the guilty. A decaying country protects the guilty from consequences and makes the innocent finance the experiment.
That’s America’s real crisis.
Not poverty. Not “root causes.” Not another fake expert panel.
Consequences.
We stopped imposing them on the people destroying the country, so now the country imposes them on everyone else.
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still don’t understand what’s so special about Elon Musk’s money that his $1 trillion dollars would solve every problem on earth, but the $7 trillion dollars the US government spends annually hardly solves the problems in America
@SenWarren Government funded childcare has been proven to be one of the largest fraud schemes in America that fraudsters take advantage of.
Let Elon keep his money (that he worked for) and protect our dollars before asking for more money from ANYONE
“One of the sad signs of our times is that we have demonized those who produce, subsidized those who refuse to produce, and canonized those who complain.”
- Thomas Sowell