Serenity
@aleabitoreddit
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AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
加入 July 2025
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Trump administration is prob realizing now that the key to winning Trade Wars:
Is through frontier supply chains like Quantum, AI, Robotics.
Not cheap Nike sock exports.
With $ASML, $TOWA, $LPK, Ajinomoto,
over in Japan, EU, TW, Korea, and others holding all the cards…
Since each country holds different monopolies and chokepoints needed to make each industry work.
Which all happens to be OUTSIDE the US.
Tariffing all our partners turned out to be not a great idea.
But not too late imo to repair relations and weaponize global supply chains through partners if Trump wants better trade deals.
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