CHUIP LEUNG
@WayWLeung
一生活得自由通透，孤独感是无可避免的代价，有趣的灵魂总是不多
加入 April 2025
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$intc Intel的重要性，我一直坚持的，Intel和ELON合作的Terafab就是美国的AI和半导体制造安全的国家工程。
另外昨天总统经济安全顾问在谈及计划和各个AI公司利益分成时说了一句很耐人寻味的话——Intel情况很不同😎意思大概就是因为Intel具备战略意义，所以必须控股，而其他的AI公司美国政府只考虑让他们把一部份利益回归给美国民众，政府不会像控股Intel一样控股他们
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This is EXTREMELY important.
Trump projects somewhere between 40%-60% of semiconductor/chip manufacturing will be in the US.
If we have the chips, we no longer have strategic need for Taiwan, which leads into my overall thesis that the US are removing their influence on China and Russia’s borders (Ukraine and Taiwan), and in exchange they are removing their influence from our hemisphere in places like Panama, Venezuela, Cuba, etc.
I think we are witnessing a great redrawing of the world map, and the consolidation of spheres of influences. We are witnessing the beginning of a new global system.
I think Trump, Putin, and Xi, already have a deal in place, and it’s already being carried out.
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