溺水的鱼

Everywhere

[91AV官网 @KPKP996]

@imaginesisters 穿着漂亮包臀裙姐妹花来到年轻房东的家中刚见面就开始诱导起来🌻主页更多精彩视频 �😋

[91AV官网 @KPKP996]

@crymeinriver 巨乳护士贴心服务和女友双飞治疗心理真不错🌸主页更多精彩视频 �😉

[91AV官网 @KPKP996]

@MB_cansuu 已经成为别人妻子的美女喜欢约着陌生男玩游戏提高兴趣后就做涩涩💋主页更多精彩视频 �😋

[Pornhub成人网 @91AVK]

@Noemy_Siqueiros 上门的按摩师在给家庭主妇按摩师擦出了火花两人一拍即合打起扑克💋主页更多精彩视频 �😎

[91AV官网 @KPKP996]

@aksaipin 女生从两腿间向后躺到其身上，抬起并分开双腿主页更多精彩视频🤗

[91AV官网 @KPKP996]

@just_hendra 还没下班就被女上司拉去仓库着脱下给口，情到深处就啪了起来✌主页更多精彩视频 ✌🤠

[91AV官网 @KPKP996]

@JessiPeralta30 在公司加班到很晚的男职业得到了女上司的关爱皮带捆她手后入真刺激👨主页更多精彩视频 �😞

[91AV官网 @KPKP996]

@kci2509 弟弟忍不住对姐姐出手了，憋了20年的弟弟要全射进身体里。🌼主页更多精彩视频 �😁

[男の有益情報.com @otokono_johou]

トップ女優の封神之作

三上悠亜： SSIS-241
波多野結衣：SKY-140
瀬戸環奈：SONE-614
桜空もも： IPZZ-046
神木れい： STARS-804
桃乃木かな： IPX-934
河北彩花： SSIS-531
水卜さくら： MIDV-533
明里つむぎ： IPZZ-576
涼森れむ： ABP-984
凪光：SONE-054
新有菜：MIDV-623

[Pornhub成人网 @91AVK]

@Mn9_ms 背着哥哥和两个小嫂子在家里打扑克，她们实在太热情了主页更多精彩视频🥳

[Pornhub成人网 @91AVK]

@B_OFCBS 老婆看闺蜜跟老公打扑克，自己在旁边滋味😈主页更多精彩视频 �😋

[Serenity @aleabitoreddit]

So... here's my take on US / China tensions:

You have European monopolies like:
- $ASML (EUV)
- $SOI (Photonics-SOI)
- Zeiss SMT (ASML EUV supplier), Trumpf (ASML EUV laser supplier)

Japan has many near/complete monoplies like:
- TOK, JSR, ShinEstu, Fujifilm for EUV photoresist - 90-100% share
- coat/develop equiment with Tokyo Electron -90%+
- actinic EUV patterned mask inspection (Lasertec) -100% share
- EUV mask blanks (HOYA, AGC) ~93% share
- arf photoresist
- Nittobo T-Glass
- ABF film (Ajinomoto)
- lot of misc from specialty glassAGC, wafer thinning/grinding/dicing with Disco and others.

Then there's US allied countries like Taiwan eg. $TSM, Korean memory with $SKHY / Samsung.

US has EDA with Synopsys/Cadence, $LCRX / $KLA, $NVDA, and many downstream giants.

China has many chokepoints such as gallium, graphite, refined lithium, and others + benefits from cost mass production over many future supply chains (eg. robotics).

If I had to give my opinion on US / China supply chain wars:

- US is trying to achieve Western independence from China/Russia rare earths + materials supply, but took too long (should have been a priority last decade).

- China is trying to eliminate strategic chokepoint dependence and forcing US reliance on Chinese supply chains (as seen with Wf6)

It's a race on who achieves supply chain independence first to gain leverage over the other.

And fun thing is, AI acceleration kinda throws an unknown variable in terms of speeding up independence.

As well as open source efforts (eg. RISC-V), which China is heavily focusing on. So it's a weird paradox where US should theoretically support open source hardware development + open source AI, but it's also being exploited against them.

From a Chinese perspective, they're pressuring US supply chains by targeting Japan, which increases Western supply chain reliance on China.

And going down the list to eliminate competitor chokepoints internally by throwing subsidized spend into R&D. Or by acqusition as seen with China's acquisition of EU leaders like Ficontec.

America... they had all the cards initially, but I think they got too comfortable, and took too long to focus heavily on rare earths (recent funding is a good thing).

The earlier tariffs went the wrong way (socks, furniture, other exports), and pissed off allies in EU/Canada too.

Which could have been used for leverage for major chokepoints. But maybe they'll realize soon enough why allies are important.

Anyway, we'll see what happens, just my two cents about ongoing dynamics.

In an ideal world, everyone works together...

TLDR: Just some shower thoughts on how there's an unspoken race on who achieves supply chain independence first to gain leverage over the other.

[Rene Moore @MooreRene91300]

@loveyoumeinv @up39s_ @grok PFES-058

[91AV官网 @KPKP996]

@fahd554557 在试衣间里换衣服的美女老师被霸道同学看上后面就给调教了👨主页更多精彩视频 �🤣

[溺水的鱼 @ivenlsw]

@birdfreefly @Stanley_Liu2018 煞笔一个 你去拿稿子讲

[Elon Musk @elonmusk]

@ARKInvest China is awesome. I strongly encourage people to visit.

[ARK Invest @ARKInvest]

Tesla May Not Need China Anymore

Key Points👇
00:00 - China Merger
6:33 - Merger Timing
8:00 - AI Costs
12:00 - Market Winners
20:36 - AI Hardware
24:03 - Physical Premium