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
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
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
At the National Republican Congressional Committee (NRCC) dinner, Trump unveiled the core of his economic strategy and negotiation tactics. He pointed out that TSMC, without any government subsidies, committed $200 billion to build one of the world’s largest chip factories in Arizona, spurred by the threat of tariffs ranging from 25% to 100%. NVIDIA has … Continue reading Trump’s Tariff Play at NRCC Dinner: A Strategic Push to Bring Tech and Pharma Back to the U.S.
