ZTE

Four of Taiwan’s biggest makers of electric-grid equipment, like transformers, switchboards, and Gas Insulated Switchgear (GIS), say business is booming and order visibility stretches out to 2029 to meet AI-related power needs, including for data centers and chip factories, media report, with the most optimistic, Fortune Electric, forecasting growth over the next 5 to 10 years due in part to strong orders from US utilities. The four are all operating at full capacity and have secured orders 3 to 5 years out. The other 3 are: Shihlin Electric, Chung-Hsin Electric (CHEM), Allis Electric. #semiconductors #transformers

Source: Dan Nystedt

The market is plunging as the fighting escalates in the war and oil supply is affected. I really hope the situation will improve soon.

Volatility is here to stay as the war continues. However once Trump pulls off a TACO, the rally continues!

World War is about to begin. The truth is no asset is the safest. Even cash can go extinct!

I think as the war prolong, the higher risk of oil prices remaining high which will cause inflation to go nuts. It really depends if Trump TACO!

The war will be just another passing storm, just like the many wars that happened since covid19. Ignore the noise and stay focused!

The global AI chip export control is a clear signal that the US is trying to preserve their dominance over the rest of the world by controlling the access to leading edge technology. This layer of geopolitical fabric veils the certainty for global businesses seeking to employ AI at scale. This would inadvertently drive businesses to diversify and reconsider the use of Chinese alternatives (or a mix of both), especially if both are now equally risky. Right now the Chinese tech companies are undervalued. Would it lead to a renewed and sustained interest in them? We shall sit back and see how it unfold.

US Pentagon says they are prepared for the war to last till September, and with Trump's comments on moving on to Cuba after finishing in Iran, I don't expect stability anytime soon. Sure the market might still be up throughout 2026, but volatility would definitely remain high.

The war balance seems to be tilting towards the US and Israel. The war must end quickly to save both sides of human losses. Even M'sia has entered saying Israel is Islam's common enemy. Does he not know he then also means M'sia is anti-US?

Oil risk premium probably stays elevated

Staying long AI infra and some commodity exposure as a hedge against geopolitical risks.

Bulls on AI infrastructure and networking - Precious metals lower margin requirements could boost liquidity and trading activity.