La spéculation stratégique de la France et l’impasse de l’autonomie européenne

Je dois l’avouer franchement : lorsque j’observe la France de 2025 afficher à nouveau, sur la scène internationale, cette posture qu’elle appelle « autonomie stratégique », je ne ressens pas seulement de la déception, mais une inquiétude de plus en plus forte, presque impossible à contenir. Je sens de plus en plus clairement que les … Continue reading La spéculation stratégique de la France et l’impasse de l’autonomie européenne →

My Subjective Economic Commentary on Nvidia’s $5 Billion Investment in Intel

When I first read the news that Nvidia would pour $5 billion into Intel, my immediate thought was: this is not just a financial transaction, it is a reshaping of the industry map under the tidal wave of AI. Former rivals are becoming allies, and I feel this is the purest demonstration of what I … Continue reading My Subjective Economic Commentary on Nvidia’s $5 Billion Investment in Intel →

NVIDIA Q2 2025 Earnings Commentary and Industry Outlook

1. Executive Summary: A Strong Report with Complex Market Reactions In my view, NVIDIA’s latest Q2 earnings report reinforces its central role in the ongoing AI wave. Yet, the market reaction reflects a disconnect between fundamentals and investor expectations. The numbers are impressive: revenue reached $46.7 billion, up 56% YoY, and EPS came in at … Continue reading NVIDIA Q2 2025 Earnings Commentary and Industry Outlook →

WWDC25 and Digital ID

Apple’s 2025 Worldwide Developers Conference #WWDC25 really blew me away with its seamless fusion of technology and human-centered design. The conference unveiled iOS 19, an advanced Apple Intelligence, and tighter integration across its device ecosystem. Siri has become smarter, with conversations that feel as natural as chatting with a friend. The upgrades to AR/VR and … Continue reading WWDC25 and Digital ID →