Hasitha Herath

Proud to be a Sri Lankan

[Khushi Agarwal @Aicoder786]

INSTEAD OF WATCHING NETFLIX TONIGHT.

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The people who watch this tonight will wake up tomorrow with a new skill.

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[🇨🇳 Guo Shen 郭深 @GuoShenCN7]

ISRAEL'S ARROW MISSILE ENGINE FACTORY JUST EXPLODED. WHAT HAPPENS NOW THAT THE "CONTROLLED TEST" STORY DOESN'T ADD UP?

Here's what comes next, step by step:

🔴 Step 1 — The official story collapses under three facts
Tomer Company called it a pre-planned test "carried out according to plan."
But controlled detonations require advance public notification. There was none.
Emergency services scrambled immediately. You don't do that for something planned.
And the blast scale matches one thing: solid rocket propellant igniting unexpectedly.

🔴 Step 2 — Understand what Tomer actually is
This is not a warehouse. This is not a factory making spare parts.
Tomer is the state-owned firm that builds the rocket engines for Arrow 2 and Arrow 3 — Israel's primary shield against Iranian ballistic missiles.
No Tomer engines. No Arrow interceptors. No missile defense.

🔴 Step 3 — Understand what Arrow 2 and Arrow 3 actually do
Arrow 3 intercepts ballistic missiles above the atmosphere.
Arrow 2 handles mid-altitude threats inside the atmosphere.
Together they form the top two layers of Israel's defense against exactly the kind of missiles Iran has been firing.
Tomer builds the propulsion that makes both of them fly.

🔴 Step 4 — Consider the timing
Iran just escalated on its own terms for the first time — not in response to U.S. action, but initiating.
A more emboldened Iran than the one that entered the ceasefire.
And at this exact moment, a massive explosion hits the facility that manufactures Israel's defense against Iranian missiles.

🔴 Step 5 �� If this was an accident
A production or testing mishap during propellant handling is the most probable explanation.
A similar blast at the same Tomer site happened in 2021 — also called a controlled test afterward.
Industrial accidents at rocket propellant facilities are rare but catastrophic when they occur.
The damage to production timelines could be significant at a moment when Israel needs interceptors most.

🔴 Step 6 — If this was NOT an accident
Sabotage at exactly this target, at exactly this moment, cannot be fully ruled out.
Iran has demonstrated the capability and the motive to reach inside Israel's defense infrastructure.
Disrupting Arrow engine production doesn't require a missile strike — it requires one person in the right place.
Israel's missile defense capacity would degrade quietly, invisibly, before the next war begins.

🔴 Step 7 — Either answer is a serious problem
Accident: Israel's most critical missile defense supply chain just took a hit during active conflict.
Sabotage: Iran may have just struck Israel's shield without firing a single missile.
Both outcomes serve the same strategic objective — leaving Israel less capable of defending against the next ballistic missile barrage.

The question is not whether this matters.

The question is which answer is worse.

Are you positioned for what comes next?

I'll keep you updated. Turn on notifications. 🚨

[Murtaza Jafferjee @murtazajaff]

Duty surcharge on vehicle imports is NOT the right response to a weakening LKR

[AJ Inapi (Allan) @aj_inapi]

Most Americans still think geopolitics is politicians giving speeches at podiums.

That’s the old world.

What President Trump is doing in Beijing right now is something entirely different:

Using CORPORATE POWER as a geopolitical weapon.

Look at the delegation he assembled for China:

• Elon Musk - Tesla / SpaceX
• Tim Cook - Apple
• Jensen Huang - Nvidia
• Larry Fink - BlackRock
• Stephen Schwarzman - Blackstone
• David Solomon - Goldman Sachs
• Jane Fraser - Citigroup
• Kelly Ortberg - Boeing
• H. Lawrence Culp Jr. - GE Aerospace
• Brian Sikes - Cargill
• Cristiano Amon - Qualcomm
• Sanjay Mehrotra - Micron Technology
• Ryan McInerney - Visa
• Michael Miebach - Mastercard
• Dina Powell McCormick - Meta

This is not diplomacy.

This is strategic market penetration.

Now look at HOW carefully this lineup was built:

🚨 AI & CHIP DOMINANCE

• Jensen Huang (Nvidia)
→ AI chips powering the global AI revolution

• Cristiano Amon (Qualcomm)
→ Mobile chips, telecommunications, next-gen connectivity

• Sanjay Mehrotra (Micron)
→ Memory chips critical for AI systems and data centers

• Jim Anderson (Coherent)
→ Semiconductor materials and industrial laser tech

• Jacob Thaysen (Illumina)
→ Biotechnology and genomic technology leadership

This category alone represents the future of AI, computing, biotech, and technological supremacy.

🚨 FINANCIAL POWER

• Larry Fink (BlackRock)
→ Controls over $10 TRILLION in assets

• Stephen Schwarzman (Blackstone)
→ One of the world’s largest private equity giants

• David Solomon (Goldman Sachs)
→ Elite Wall Street investment banking influence

• Jane Fraser (Citigroup)
→ Global banking and cross-border finance

• Ryan McInerney (Visa)
→ Global payment rails

• Michael Miebach (Mastercard)
→ International transaction infrastructure

These people don’t just move money.

They influence where capital flows across the planet.

🚨 CONSUMER TECH & SUPPLY CHAINS

• Tim Cook (Apple)
→ One of the largest and most sophisticated supply chains on Earth

• Elon Musk (Tesla / SpaceX)
→ EV manufacturing, batteries, AI robotics, satellites, launch systems

China knows these companies are deeply tied into global manufacturing ecosystems.

🚨 AEROSPACE & INDUSTRIAL POWER

• Kelly Ortberg (Boeing)
→ Potential aircraft deals worth tens of billions

• H. Lawrence Culp Jr. (GE Aerospace)
→ Aircraft engines and aerospace systems

This is industrial leverage at the highest level.

🚨 AGRICULTURE & REAL ECONOMY

• Brian Sikes (Cargill)
→ Agriculture, food supply chains, commodity trade

Food security and agricultural imports are massive leverage points in U.S.-China relations.

Now step back and look at the entire picture.

This delegation covers:

- AI
- Semiconductors
- Aerospace
- Finance
- Payments
- Agriculture
- Consumer technology
- Manufacturing
- Supply chains
- Investment capital

Every major economic battlefield between the United States and China is represented in one room.

That is not random.

That is coordinated strategic planning.

The media will frame this as “just another summit.”

It’s not.

This is a private-sector strike force built to secure:

- Market access
- Investment deals
- Supply-chain positioning
- Regulatory concessions
- Tech leverage
- Aircraft purchases
- Agricultural agreements
- Financial expansion

The politicians are mostly in the background because politicians talk.

These people actually control:

- factories
- chips
- satellites
- patents
- software
- logistics
- payment systems
- manufacturing
- capital flows

That is where real power lives in 2026.

Whether people love Trump or hate him, Americans need to understand the scale of what they’re looking at.

This is statecraft merged with corporate power.

And it’s being deployed with military-level coordination.

MAKE AMERICA GREAT AGAIN!!!

God bless President Trump!
God bless America!

[🇺🇸 Ronald Carter @USronaldcarter]

🚨 THE NEXT 72 HOURS. DAY BY DAY. BOOKMARK THIS.

📅 TODAY — May 13
→ Air Force One lands in Beijing with 12+ named CEOs aboard — Tesla, Nvidia, Apple, BlackRock, Boeing, Goldman Sachs, Citigroup, GE, Qualcomm, Micron, Blackstone, Cargill
→ Jensen Huang boarded during the Alaska refueling stop — last-minute addition
→ Trump confirms "many other" undisclosed CEOs also on the plane
→ The largest corporate delegation ever to accompany a sitting U.S. president touches down in China

📅 MAY 14 — Day 1 of Summit
→ Trump and Xi sit down for formal talks
→ The ask: Xi opens China's market to U.S. business — directly, officially, on camera
→ 12+ of the most powerful CEOs in the world are in the room or the building
→ Combined market cap of companies represented: over $10,000,000,000,000

📅 MAY 15 — Day 2 / Outcomes
→ Deal announcements expected — or silence that speaks louder
→ Every CEO on that plane needs something specific from Beijing: chip licenses, manufacturing access, supply chain agreements, financial market entry
→ If Xi says yes to even half of it, the trade war framework changes overnight
→ If Xi says no, 12 CEOs flew to China for nothing — and markets will price that immediately

72 hours. Every step has precedent. Every prediction has math.

Nothing like this has ever happened in the history of U.S.-China relations.

The outcome of this trip will move markets more than any Fed meeting this year.

Bookmark this. Come back May 15.

if you're not following me you're finding out about this 48 hours late from someone who read my post..

[Bull Theory @BullTheoryio]

🚨 THE WORLD WILL RUN OUT OF OIL RESERVES IN JUNE 2026.

This is not a prediction. This is the timeline based on the current drawdown rate.

The Strait of Hormuz has been near closed for two months. The world has been consuming emergency reserves at 4.8 million barrels per day, a rate that has never happened before in any war, any embargo, any supply shock in modern history.

Those reserves were built specifically to survive exactly this kind of crisis. They are almost gone.

Here is the actual timeline:

June: global inventories hit operational stress levels. Countries start making impossible choices about who gets fuel and who does not.

September: inventories reach the absolute minimum level required for pipelines to pump, refineries to operate and export terminals to function. Below that point it is not a price problem. The physical system stops working.

Pakistan has 20 days of fuel left. Indonesia, Vietnam and the Philippines are weeks away from critical shortage. Europe's jet fuel stocks have dropped 33% since the war started and summer flight season begins in weeks.

The US emergency reserve is at its lowest level since 1982.

Governments already coordinated the largest emergency reserve release in history and It is not enough. The drawdown is consuming reserves faster than any release can replace them.

And if Strait of Hormuz reopens tomorrow every country on earth rushes to restock what they burned. That restocking creates a second massive demand surge on top of already depleted inventories.

The price spike after the war ends could be worse than the price spike during it.

[Rony Vernet 🇧🇷 @RonyVernet]

Melhores momentos das imagens de OVNIs liberadas pelo Governo dos EUA no dia de hoje.

[Interstellar @InterstellarUAP]

All 28 UFO Videos declassified by The Pentagon today 👽🛸🇺🇸

A full compilation

[Ricardo @Ric_RTP]

The Yale professor who accurately predicted the entire Iran war just said World War III is about to start with 90% certainty.

He explained exactly how it starts, who triggers it, and why NOBODY can stop it.

Professor Jiang made 3 predictions in 2024 that all came true:

1. Trump would win the election
2. He would start a war with Iran
3. The US would lose that war

Now he has made 8 NEW predictions and every single one is terrifying...

The war in Iran was never about Iran.

It was about saving the US dollar.

America's empire runs on the petrodollar where every country must use dollars to buy oil. But when America froze $200 billion in Russian assets after Ukraine, it told the world the dollar is a political weapon. So Russia, China, and Iran started building a trade bloc to ditch the dollar entirely.

These 3 countries cover the entire Asian continent and can build railways connecting their economies while cutting America out.

Trump's plan was to bomb Iran's leadership and watch them surrender like Venezuela did in January. But Iran is a mountain fortress with 92 million people and 31 independent armies across 31 provinces each designed so no single strike can wipe them out.

6 weeks in, decapitation failed.

Iran closed the Strait of Hormuz, attacked US bases across the Gulf, and started charging ships $2 million per crossing to fund their war.

And here's where it becomes a world war...

Russia's grand strategy is the Third Rome doctrine.

If Iran falls, Russia's southern border is exposed and both Russia's trade corridor and China's Belt and Road run directly through Iranian territory. Losing Iran means permanently losing access to the Middle East and Africa.

So Russia enters the war.

When Russia enters, China follows. They reinforce Tehran from east and north, provide financing, and Russia puts Iran under its nuclear umbrella taking tactical nukes completely off the table.

Professor Jiang put the probability at 80 to 90%.

And while the world watches the Middle East, North Korea is making its move:

The US pulled THAAD missile defense out of South Korea for Iran operations. Seoul sits 20 minutes of artillery from the North Korean border with 25 million people exposed.

North Korea doesn't even NEED to attack. They just threaten.

South Koreans are rich with everything to lose. North Koreans have nothing to lose.

Simple extortion.

Nobody is coming to help because America is stuck in the Middle East.

But the prediction that will BREAK the internet is this one:

Trump gets a THIRD term.

Professor Jiang laid out two constitutional loopholes.

First is Trump runs as VP under Don Jr. or Vance, they win, the president steps down, Trump takes over through succession.

The 22nd Amendment bans being elected president more than twice but says nothing about becoming president through succession.

The second option is even simpler:

By 2028 America is at war on multiple fronts with a draft in effect so Trump invokes emergency war powers and delays the election just like Zelensky did in Ukraine.

And the draft is already real.

Automatic registration starts in December. Males 18 to 24 are entered into the system automatically.

The Department of War literally PUBLISHED the playbook online:

- Secure the Western Hemisphere as US territory which explains Greenland, Canada, Venezuela, Cuba, Panama
- Force NATO to fight Russia
- Strangle China through maritime choke points
- Convert civilian factories into weapons production (the Pentagon already told Ford and GM to prepare to STOP making cars and start making munitions)

His final advice was genuinely one of the realest things I've heard all year:

We will need leaders. Not politicians or billionaires. Average people who knock on their neighbor's door during a blackout and say let us figure this out together.

Because when empires collapse, and he believes America's collapses within 10 years, the people who survive built community before they needed it.

[Save Invest Repeat 📈 @InvestRepeat]

Tamil Nadu’s TVK will spend ₹99,000+ Crore in freebies. 1/3rd of its revenue 😮

This isn’t about a political party & this isn’t a political post, rather all states will end up like this.

You can’t keep printing fiat, neither you can’t keep increasing taxes. I call this “doom loop”.

"The problem with socialism is that you eventually run out of other people's money." - Margaret Thatcher

This is the very reason I keep saying to implement the 6 steps & shield your savings. 🛡️

[Jack Prandelli @jackprandelli]

🚨Global crude liftings just recovered to pre-war levels.

Now look at where those barrels are coming from.

Vortexa's chart tells the entire story in one panel.

On a 7 day moving average, global crude and condensate liftings are back to where they sat before the Iran war.

The headline reading is "supply is fine"

Then split the chart by region.

— Americas: liftings have spiked vertically, breaking out above the 5 year range

— Rest of World (Europe, Russia, Africa, Middle East, Asia, Oceania): still well below the multi-year average and going sideways

The world is not producing more oil.
The United States is shipping more of theirs.

And how is the US doing it?
Not with new wells...With storage.

In a single week in late April, US commercial crude inventories fell by 6.2 million barrels, gasoline stocks dropped by 6.1 million, and the Strategic Petroleum Reserve released a further 7.1 million.

Roughly 26 million barrels gone from the US system in 7 days.

The recovery in global liftings is being financed out of American tanks.

This is the cleanest visual evidence yet of the thesis I laid out in my latest article:
the US has been forced into the role of the world's strategic reserve, supplying the marginal barrel at the cost of inventories that will not be quickly replaced.
The math points to September.
The chart looks like supply normalizing.
It is actually the world burning through one country's buffer.

The full piece breaks down why the buffer runs out by September, why every barrel exported today is one that won't be replaced six months from now, and the named tickers across US integrateds, LNG, midstream, tankers, and services that benefit when this finally gets priced.

Don't miss it. Link in comments👇

[Selina @selinaai_]

BREAKING: I asked Claude to upgrade my LinkedIn profile.

It didn’t just “upgrade” it. It turned it into a recruiter magnet.

Here are the exact 7 prompts I used:

[Prashan De Visser @Prashandevisser]

“Pride comes before the fall.”

Or perhaps…pride echoes loudest on the way down.

The brain decease of the SL executive president is now quietly taking root, even in the once humble man from තබුත්තේගම.

Just over the past few weeks alone:

$2.5M reportedly lost at the Finance Ministry
$600K lost at Sri Lanka Post
Over LKR 30 billion lost due to substandard coal
300 missing containers now pointing toward something far more serious
Thousands of Ditwah victims still waiting—mismanaged and unheard
Poverty continuing to rise
Cost of living and utilities hitting unbearable levels

And yet, the focus seems to be on crowd sizes and optics.

#SriLanka #Accountability #CostOfLiving #EconomicCrisis #Governance #Transparency #Leadership #PeopleFirst #RealityCheck

[Jack Prandelli @jackprandelli]

The UAE just detonated a bomb inside OPEC💥

And it has the infrastructure to follow through.

This map explains why Abu Dhabi can back it up.

The pipeline running from Abu Dhabi's fields straight east to Fujairah bypasses the Strait of Hormuz entirely emerging directly into the Gulf of Oman, outside Iran's reach.

Upper Zakum
Das Blend
Murban

3 world class fields all connected to infrastructure with an exit that doesn't touch the choke point and doesn't require Saudi approval, OPEC permission, or Iranian tolerance from the 1st of May.

This is why the UAE stayed partially operational while Kuwait declared force majeure.

And this is why every crude importer in Asia is now watching Fujairah more closely than Hormuz.

The UAE activated an alternative architecture for Gulf oil exports built over years.

Geography gave Abu Dhabi the exit.
The Iran war gave it the reason.
OPEC gave it the final push.

The organisation that managed global oil supply for 60 years just lost the one member it could least afford to lose and it can't get it back.

The full article link is here 👇
https://t.co/WMghT9Vx1i

[MEHMET VEFA DAG -Cape Town Mayor Candidate @AFRICANDEMOC]

Pakistan Has Officially Fooled Trump and the USA.

🇵🇰Pakistan has now opened six corridors with Iran to bypass the U.S. blockade.

🇮🇷More than 3,000 containers are already moving through these routes.

🇮🇷Iran can now connect directly by land to Russia and China and the US can’t stop them.

6 Opened Pakistan-Iran Transit Corridors:

1. Gwadar – Gabd
2. Karachi/Port Qasim – Lyari – Ormara – Pasni – Gabd
3. Karachi/Port Qasim – Khuzdar – Dalbandin – Taftan
4. Gwadar – Turbat – Hoshab – Panjgur – Nagg – Besima – Khuzdar – Quetta – Dalbandin – Nokundi – Taftan
5. Gwadar – Liari – Khuzdar – Quetta – Dalbandin – Nokundi – Taftan
6. Karachi/Port Qasim – Gwadar – Gabd

[The Assembly @InTheAssembly]

The UAE just left OPEC after 60 years.

Here’s what nobody is explaining.

They spent $3.3 billion building the Habshan–Fujairah pipeline specifically to bypass the Strait of Hormuz.

406 kilometers of pipeline running from Abu Dhabi’s oil fields directly to the Gulf of Oman.

Iran’s blockade doesn’t touch it.

Inside OPEC their production was capped at 3.41 million barrels per day.

That cap is gone as of May 1.

They are now free to pump as much as they want and route it around the entire Iran conflict.

Brent dropped immediately after the announcement.

The market understood before most people even read the headline.

The UAE didn’t just leave a cartel.

They positioned themselves to break the oil shock that’s been running since February.

Big win for the UAE.

If you want to know where WE are deploying capital next, turn on post notifications this is very important.

Many people will wish they followed us sooner.

[سيف الدرعي| Saif alderei @saif_aldareei]

After leaving OPEC, the UAE can now freely increase its oil production, thanks to the Fujairah Pipeline that bypasses the Strait of Hormuz.
The Emirates had planned and developed this independent export route for years, enabling it to add up to 2 million barrels per day.
A strategic game-changer in global oil markets that could help break the grip of high prices 😎

[Jesús Enrique Rosas @Knesix]

The UAE’s decision to exit OPEC and OPEC+ is a high-stakes pivot into a New Energy World Order. 

Here's my breakdown of the UAE’s move, the game theory at play, and why they might know something about Iran's real circumstances that nobody else knows.

1. The Strategic Solo Run (Game Theory 101)

Imagine you’re in a group chat with a bunch of neighbors. For fifty years, the rule has been: “We all agree to grow only three tomatoes each, so tomatoes stay expensive and we all stay rich.” This is OPEC. It’s less of a "club" and more of a synchronized hoarding agreement.

And the UAE has just left that chat.

• The Logic: The UAE has spent billions boosting its production capacity to 5 million barrels per day. Under OPEC+ rules, they were essentially being told to leave that expensive machinery gathering dust. 

• The Independent Path: By leaving, the UAE is no longer bound by group quotas. They are betting that they can maximize their own volume while Saudi Arabia and the others feel forced to keep their own production low just to prevent a total price collapse. It’s an independent actor strategy. They're prioritizing national revenue over collective price-fixing. 

The Game Theory part is that the UAE is betting on other OPEC and OPEC+ countries staying (If EVERY country leaves, the resulting oil glut would crash oil prices and could be catastrophic for the energy industry worldwide)

2. The Iranian Energy Vacuum

But why leave now, in the middle of a war? Because Iran’s energy industry is in a state of terminal distress. 

• The Burn Reports: Multiple sources indicate Iran is literally burning its own crude at the wellhead because they can’t export it (the Strait of Hormuz is closed) and they can't stop the drills without permanently damaging the reservoirs.

• The Opportunity: The UAE likely sees this as the end of Iran as a major market competitor for years to come. They are moving to fill that supply gap permanently. While Iran’s industry is going up in smoke, the UAE is positioning itself as the only stable, high capacity alternative in the region. 

3. The Saudi and Trump Factors

This is a massive diplomatic read-between-the-lines moment.

• The Saudi Rift: Relations with Riyadh have turned frosty since the coalition breakdown in Yemen. The UAE is tired of Saudi Arabia calling the shots on oil prices while also competing for the same foreign investment. 

• The US Alliance: Trump has consistently called for more supply to lower gas prices. By exiting OPEC, the UAE is aligning itself directly with Washington’s energy abundance agenda. In exchange for lower prices, the UAE likely expects heightened US security guarantees, which are crucial given the current war and how Iran has attacked them relentlessly.

4. The Fujairah Bypass Advantage

While most Gulf oil is trapped behind the contested Strait of Hormuz, the UAE has a geographic cheat code.

• The Habshan–Fujairah pipeline allows them to pump oil directly to the Indian Ocean, skipping the war zone entirely. 

• By leaving OPEC, they are selling "Safe Oil" that doesn't have to navigate a naval battleground. 

The Bottom Line:
The UAE is gambling that the era of cooperative hoarding is over. They are betting that in a world of war and energy transitions, the winner isn't the one who waits for the group, but the one who moves the fastest to monetize their resources.

And they're all in in the highest-stakes game theory bet of recent times.

[Prashan De Visser @Prashandevisser]

During the presidential and parliamentary elections, I made it a point to closely evaluate the individuals the NPP was promoting as the future leadership of Sri Lanka. What I saw then was deeply concerning — a lot of noise, a lot of hype, but very little real substance. There was no meaningful track record, no proven competence, just exaggerated narratives.

Fast forward a year into governance — and those concerns have been validated again and again.

What we are witnessing today is not just incompetence. It’s a dangerous combination of inexperience, arrogance, and a refusal to take accountability. A “we know everything” attitude paired with childish defensiveness when things go wrong.

The recent $2.5 million treasury scam is a perfect example.

Look at the chaos:

The Finance Secretary says it was a hacking.
The Deputy Minister says it was not a hacking.
Another claims investigations only started two days ago.
Others admit it wasn’t even reported properly.
Meanwhile, the Prime Minister is already declaring there’s “no corruption” — before the investigation is even complete.

Which version are we supposed to believe?

Even more alarming now we’re hearing that additional documents have gone missing.

This isn’t just mismanagement. This is systemic failure.

Sri Lanka doesn’t have the luxury of learning through trial and error at this level.

This is not about politics anymore. This is about competence, accountability, and the future of the country.

Right now, we are being governed by confusion, contradiction, and crisis.

We promised “system change”. We’re now experiencing “system failure”

[Penguin X @ThePenguinBTC]

Trump'ın 15 yıllık bir planı var. 39 trilyon dolar borç ve Çin rekabeti aynı planla çözülüyor.

Bir şey fark ettiniz mi?

Trump başkan olduktan sonra sürekli belirsizlik var.

- Venezuela lideri Maduro yakalandı.
- Küba'ya tehdit.
- Kolombiya'ya tehdit.
- Meksika'ya tehdit.
- Rus gemileri ele geçirildi.
- Grönland ilhak teklifi.
- Kanada'ya gümrük tehdidi.
- BRICS ülkelerine yüzde 100 gümrük tehdidi.
- Avrupa Birliği'ne yüzde 10 gümrük vergisi.
- Kredi kartı şirketlerine tehdit.
- Kurumsal ev alıcılarına tehdit.
- JP Morgan ve CEO Jamie Dimon'a dava.
- Jerome Powell hakkında soruşturma.
- Küresel gümrük vergileri.
- İran savaşı.

Bu hamleler kaos gibi görünüyor.

Değil.

Hepsinin arkasında tek bir plan var.

Bu planı anlamak için Trump'ın başkan olmadan önce söylediği şu söze bakmak lazım.

"Biz Ortadoğu'da savaşlarla uğraşırken Çin sessizce dünyanın süper gücü oldu."

Bir stratejinin ilk cümlesiydi.

Trump'ın planını anlamak için önce Çin'i anlamak gerekiyor.

Anlatıyorum...

Çin'in yükselişi

40 yıl önce Çin dünyanın gelişmekte olan ülkelerinden biriydi.

Sanayi altyapısı sınırlıydı. Küresel tedarik zincirlerinde yer almıyordu. Teknolojik kapasitesi yeni gelişmekteydi.

Ama Çin'in elinde büyük bir avantaj vardı.

Geniş ve düşük maliyetli işgücü.

1980'lerde Çin ekonomik reformları başlattı. Dış yatırıma kapılarını açtı. Batılı şirketler fırsatı gördü.

Nike geldi. Adidas geldi. Walmart geldi. Sonra Apple, Tesla, Dell.

Dünya üretiminin büyük bölümü Çin'e yöneldi.

Çin bu süreçte hızla öğrendi. Sonra geliştirdi. Sonra kendi markalarını kurdu.

Bugün Çin 5G'de dünya lideri. Elektrikli araçta lider. Robotikte önde. Yapay zekada ABD ile yarışıyor.

40 yıl önce yolun başındaydı.

Bugün Amerika'nın tek gerçek rakibi.

Bir süper güç için en tehlikeli an, başka bir süper gücün kendisini yakalamaya başladığı andır.

O an dengeyi korursun.

Yoksa tarihsel liderlik el değiştirir.

Trump bunu biliyordu.

Planın bir parçası Çin'i dengelemek. Diğer parçası ABD'nin iç sorunlarını çözmek.

ABD'nin durumu

39 trilyon dolar borç.

Toplanan her 4 dolar vergiden 1 doları yalnızca eski borcun faizine gidiyor.

Sürdürülemez.

ABD iki sorunu aynı anda çözmek zorunda. Borcu eritmek ve küresel liderliği korumak.

Çözüm üç aşamalı bir strateji.

Birinci plan: Doları zayıflatmak

Trump'ın tüm hamleleri tek bir sonucu hedefliyor.

Doları bilerek zayıflatmak.

Neden?

39 trilyon dolarlık borç matematiksel olarak ödenemez.

Ama dolar zayıflarsa borcun gerçek değeri erir.

Trump açıkça söylüyor: "Zayıf dolar beni endişelendirmiyor."

Ama dolar zayıflayınca normalde enflasyon gelir. Ürünler pahalanır. Halk sıkıntıya girer.

Bunu ikinci plan önleyecek.

İkinci plan: Üretimi Amerika'ya çekmek

Trump her konferansta, her toplantıda şirket sahiplerine aynı şeyi söylüyor.

"Üretimi Amerika'ya taşıyın."

Ama Amerikan işçisi Çinli işçiden 10 kat pahalı. Yeni fabrika açılsa bile rekabet zor.

Burada yapay zeka devreye giriyor.

Elon Musk 2040 yılına kadar 10 milyar insansı robot üretilmesini planlıyor.

Kevin Warsh yapay zekanın "deflasyonist güç" olacağını söylüyor.

İkisinin ortak noktası tek.

Yapay zeka üretimi yükseltecek. Mal bolluğu yaratacak.

Sonuç basit.

Dolar değersizleşse bile ABD'de ürünler pahalanmaz. Çünkü robotun ürettiği mal bol ve ucuz.

Amerikan halkı enflasyon görmez. Üretim Amerika'ya geri dönebilir.

Çin'in tarihsel avantajı olan ucuz işgücü bu denklemde etkisini yitirebilir.

Üçüncü plan: Küresel dengeleri yeniden kurmak

Ekonomik plan bir tarafta. Jeopolitik plan diğer tarafta.

Aynı anda yürüyor.

Venezuela:
Çin'in en büyük petrol ortağıydı. Maduro yakalandı.

İran:
Çin'in enerji tedarikçisiydi. O hat belirsizleşti.

Küba:
Çin'in Batı yarıkürede tek istihbarat üssü. ABD baskıyı artırdı.

Çin de bu denklemi biliyor. Yapay zeka ve robotikte ABD'yi yakalamaya çalışıyor. Tayvan yarı iletkenlerine odaklanıyor. Kendi küresel yatırımlarıyla, BRICS ile, yeni ipek yoluyla kendi planını kuruyor.

Gelecek 15 yıl iki gücün stratejileri arasında geçecek.

Üretim gücünü koruyan devlet süper güç kalır.

Bu benim şahsi analizim.

Gelişmeleri takip ediyorum, sizi bilgilendireceğim.