Tihomir

[Tihomir @tbachvarov]

Military conflicts rarely destroy markets
They usually increase liquidity
Wars require fiscal spending, deficit expansion, debt issuance, central bank accommodation
The result historically is higher nominal asset prices
The key question is not the war itself.
It’s who finances it

[Tihomir @tbachvarov]

Markets don’t react to conflict.
They react to liquidity conditions during conflict.

[Tihomir @tbachvarov]

@maewald There is no issue here. Microsoft and the rest will make very fast an https://t.co/n5j0XhVyJb and that's all. That's a corporations that have to make profits, not loosing one of the biggest markets.

[Tihomir @tbachvarov]

@BilynaStoycheva В западна Палестина мача е свирен, няма значение кой ще дойде на власт.

[Tihomir @tbachvarov]

@KelvinCold1234 @bennyjohnson That's what Iranians doing. Hit back.

[Tihomir @tbachvarov]

@SteveOnSpeed Capitalization

[Tihomir @tbachvarov]

Wall street is crazy.
Net Profit Comparison (Q1 2025)

$GOOGL

[Tihomir @tbachvarov]

@nntaleb Can you define it as a black swan event?

[Tihomir @tbachvarov]

@rato8888 @ChineseEmbinUS You are the product, when write here. Every day you see an US product, it's just not physical. Almost every social network, operating system, office tools.. they are all US made. Most of the time you don't even have to pay for it, you just have to use it, like in this case.

[Tihomir @tbachvarov]

@RnaudBertrand The big question here is, if big companies can't make business globally as US companies, how long they stay US companies.

[Tihomir @tbachvarov]

@snegorino Да не почне и Wall Street да проклина, че тогава лошо.

[Tihomir @tbachvarov]

@JDVance With amazing speed the whole world understand that nobody can trust USA anymore. Your government was that pushed Ukraine to be part of NATO, your government was that spent billions and say Ukraine can win and now you say Zelensky lied to us...are you crazy?!

[Tihomir @tbachvarov]

There is a rumors that US will ban DeepSeek, but please someone explain how you can ban an open source project...?!

[Tihomir @tbachvarov]

🚨 BREAKING: China Unveils $137B AI Mega-Plan to Dominate Global Tech Race 🇨🇳🤖

The Bank of China just dropped a bombshell AI blueprint. Here’s what you need to know:

💰 Financial Firepower
¥1 TRILLION ($137B) allocated over 5 years.
¥300B+ for equity/debt financing to fuel startups & scale-ups.
Translation: China’s betting BIG on AI supremacy.

🎯 Strategic Priorities
1. “Tech Self-Reliance”: Reducing dependence on foreign AI infrastructure (chips, compute, data).
2. Core Sectors:
- 🤖 AI-driven robotics
- 🧬 Biomanufacturing (think synthetic biology)
- 🔬 Advanced materials
- 🛩️ Low-altitude economy (drones, air taxis)

⚙️ Implementation Playbook
- Build a “financial ecosystem” for AI innovation.
- Fast-track R&D → commercialization.
- Tie AI growth to sustainability goals (green tech overlap?).

🌍 Geopolitical Context
The plan openly frames this as part of an “AI arms race” with the U.S. With America tightening chip bans and China doubling down on self-sufficiency, the battle for AI dominance just went thermonuclear.

The question: Can Washington’s $B investments counter Beijing’s state-backed blitz? 💥

#AI #ChinaTech #Geopolitics #Innovation #Robotics

Source: Bank of China AI Development Action Plan

[Tihomir @tbachvarov]

What’s Next?
- Fed Meeting (Jan 28): Hawkish signals could worsen the sell-off .
- Earnings Tsunami: Microsoft, Apple, and Tesla report this week. Weak guidance may deepen losses.

#Nasdaq #Nvidia #AI #StockMarket #Tech

Sources: Yahoo Finance, Reuters, Bloomberg.

[Tihomir @tbachvarov]

🚨 BREAKING: Nasdaq Futures Tumble, Nvidia Plunges 13% Premarket🚨
China’s AI breakthrough triggers a $1 trillion tech rout. Here’s the breakdown:

[Tihomir @tbachvarov]

3️⃣ Tech Valuations Under Fire:
- DeepSeek’s success challenges the narrative that AI leadership requires massive capex. Analysts warn the "AI supply chain bubble" may burst.

Market Impact
- Nasdaq 100 Futures: Down 4.2%.

[Tihomir @tbachvarov]

$BTC under 100k