It'll take a few years for Chinese GPUs to catch up with NVIDIA. But if Chinese firms are locked into the CUDA stack they'll have to keep buying NVIDIA anyway.

So I suspect the Chinese government is encouraging tech firms to stop using CUDA, so they can switch to Huawei or Cambricon chips at a later date.

Many coffee suppliers are selling to China now.
1. China is rapidly developing a taste for coffee.
2. American tariffs on coffee exports.
3. The EU Deforestation Act makes it very hard to sell to Europe (illiterate coffee farmers can't supply the necessary paperwork)

Headline: "Palantir might be the most overvalued firm of all time"
https://www.economist.com/fina...

That could explain the 9.4% drop.

Marvel has been adding a lot of humour to their MCU movies, so if you count them as comedies it probably affects the numbers.
It's hard to draw the line and assign movies to one category or another.

Presumably the tracker figures out its location using a GPS fix, but how does it communicate that information back to the US authorities?
Radio signals aren't going to work internationally. Look for unsecured WiFi? A mobile SIM with a global roaming agreement? Apple AirTags?

The vehicles might be competitive in the US, behind 100% EV tariff walls, but won't stand a chance in the rest of the world (except maybe Canada, which has similar tariffs). The Chinese manufacturers are way too efficient, and make really good cars.

And Huawei gets to price their GPUs 15% higher, and invest the proceeds in making the next generation more efficient.

Whatever number Luckey comes up with, expect that to be the new laptop tariff.

NIMBYs would object to the construction of a nearby coal plant as well.

Coal, oil, and gas are commodities. If you dig it up, you can sell it. Wind turbines don't materially affect the price.

The fossil fuel industry doesn't care about wind turbines. The main impediment is NIMBYs.

It was a quid-pro-quo to get rare earths flowing again.
Don't start a supply-chain war with someone who has a more resilient supply chain than you.

Getting high solar output during summer is nice, but they're getting 15-20 hours of daily sunlight in the higher latitudes.

It'll be interesting to see the solar number in mid-Winter, when the days are 6 hours long and the sun is low on the horizon. I suspect coal use will ramp up to keep the lights on and the heat pumps running.

All code has to be reviewed before going live, whether it's written by a human or an AI.

So how do you teach people how to review code? You teach them to code.

Foxconn (Hon Hai) is a Taiwanese firm. It has a lot of factories in China, but it isn't Chinese.
I'm sure they could send experienced Taiwanese engineers to the Indian factories to replace the departing Chinese.