🇷🇺🇺🇦 Map of Russian Armed Forces advance in the Yuzhnodonetsk direction from 2nd of September 2024 - 26 January 2025.

📎 Blackrussian

📉💸 Chip Stocks Overnight Reaction to DeepSeek:

1. Arm, $ARM: -5.5%
2. Nvidia, $NVDA: -5.3%
3. Broadcom, $AVGO: -4.9%
4. Super Micro, $SMCI: -4.6%
5. Taiwan Semi, $TSM: -4.5%
6. Micron, $MU: -4.3%
7. Qualcomm, $QCOM: -2.8%
8. AMD, $AMD: -2.5%
9. Intel, $INTC: -2.0%

US markets are on track to erase over $1 trillion of market cap in Monday's session. All as earnings, tariffs, and the Fed meeting are in the spotlight.

It's going to be another wild week.

📎 The Kobeissi Letter

🇺🇸📉❗️ - A Red sight over the Market Heaven

The US Stock market lost $1 trillion due to the launch of Chinese AI DeepSeek and continues to lose

🇨🇳🇺🇸 The Wall Street Journal reports that China's artificial intelligence company DeepSeek has 'Silicon Valley marveling at how its programmers nearly matched American rivals despite using inferior chips'

https://www.wsj.com/tech/ai/china-ai-deepseek-chatbot-6ac4ad33

https://archive.ph/kqFRr

🇺🇸🇲🇽 BREAKING: Per multiple law enforcement sources, within the last hour, Border Patrol agents near Fronton, TX were fired upon from MX by suspected cartel gunmen as a group of illegal aliens were being brought across the river. I’m told BP returned fire, nobody hit on either side, and that the illegal aliens did not make it across.

📎 Bill Melugin

🇨🇳🇺🇸 "If DeepSeek does indeed crash the entire American AI industry — and possibly even the stock market — it will be because bureaucrats in DC tried to control the technology sector in ill-advised ways."

https://unherd.com/newsroom/deepseek-could-crash-the-us-ai-industry/

🇨🇳🇺🇸🛰 Chinese satellite beats Elon Musk's Starlink

The Chinese company Chang Guang Satellite Technology Co. has surpassed Elon Musk and Starlink in terms of transmitting satellite data to Earth. This enables improvements in space, including remote sensing of the Earth's surface, navigation and 6G mobile communication. - Velina Tchakarova

https://www.all-about-industries.com/chinese-satellite-beats-elon-musks-starlink-a-e114f454c84271fb160dbca6c93d76b9/

🇨🇳🇺🇸 American AI firms are scrambling after a Chinese hedge fund released an impressive and uber-cheap AI model.

Meta has set up 4 "war rooms" to dissect the DeepSeek model to see what insights it can apply to its Llama AI.

https://www.theinformation.com/articles/meta-scrambles-after-chinese-ai-equals-its-own-upending-silicon-valley

🇺🇸❌🇷🇺🧭 — 🏴 ZeroHedge | Visualizing NATO's And Russia's Militarization Of The Arctic | January 25, 2025:

"Since the collapse of the Soviet Union, the Arctic has been considered a politically neutral zone, marked by the peaceful international cooperation of scientists.

But, as Statista's Anna Fleck reports, as the Arctic ice melts and more land and sea becomes accessible, opportunities for resource extraction and maritime trade routes are opening up, making it increasingly attractive to vying global powers, with some observers questioning confidence in its stability."

🗄 Archive

🔗 Source

🇺🇸 The Cruel Kids’ Table Among the young, confident, and casually cruel Trumpers who, after conquering Washington, have their sights set on America.

They are not disenfranchised or working class or anti-elite or many of the other adjectives used to describe Trump supporters since 2016. Rather, they are young, imposingly well connected, urban, and very online. They are rebels once again storming Capitol Hill, though without the pathetic scariness of the January 6 rioters.

Few of them would call themselves Republican, lest they be tarred RINO. They refer to their political affiliation, almost always, as the “movement.” Some are the black sheep at their own family Thanksgivings, yet they project confidence that they’re the relevant ones now. Many are hot enough to be extras in the upcoming American Psycho remake.

A joke about Puerto Ricans or eugenics or sleeping with Nick Fuentes could throw a pack of smokers outside Butterworth’s into a gigglefest. Recounting her time at one of the balls, a woman tells me she jumped the velvet rope into a VIP section “like a little Mexican.” Then she lets out a cackle. This is the posture that has attracted newcomers to the cause. “Six months into Biden being president, I was like, I can’t fucking do this anymore,” says a 19-year-old New Yorker who once quite literally had blue hair and attends Marymount Manhattan, which he describes as “75 percent women and 23 percent trannies.” He had supported Biden, but “I hate watching the things I say.

“MAGA is MTV for Gen Z. This isn’t the fringe. This is youth pop culture. I’ve been saying this for years,” said Mitchell Jackson, a publicist and crisis consultant who works with conservative podcasters.

The room also made all too clear just how big the party’s tent had become. Posters around the room read CONSERVATION IS CONSERVATIVE, over an image of Trump riding a buffalo.

A frat boy from Georgetown, lording over a table, told me he’s here because he’s Catholic. “I really don’t like abortion. I hate abortion,” he said. At the bar was the DJ 3LAU, in town to spin at Trump’s ball. “I voted for Big D because of crypto, free speech, and the Constitution,” he said.

After a few hours of club classics, like Kesha’s “Tik Tok,” Waka Flocka Flame performed, and McDonald’s was served.

https://nymag.com/intelligencer/article/inauguration-trump-supporters-conservative-movement-post-maga.html

https://archive.ph/yGCKI

🇺🇸 Pete Hegseth, US Secretary of Defense, on X: "This is only just the beginning. We will get 100% OPERATIONAL CONTROL of our nation’s border. It is about time."

📎 PeteHegseth

🇺🇸 President Trump: "The release of DeepSeek AI from a Chinese company should be a wake-up call for our industries that we need to be laser focused on competing to win."

📎 CSPAN

🇺🇸 Trump signs executive order to develop ‘Iron Dome for America’

US President Donald Trump signs an executive order to develop “the Iron Dome for America,” which he says is needed to help protect against “the threat from next-generation strategic weapons.”

https://www.timesofisrael.com/liveblog_entry/trump-signs-executive-order-to-develop-iron-dome-for-america/

🇺🇸🇲🇽 If you’re looking for an effective, efficient, DOGE-compliant way to combat Mexican drug cartels—especially those now threatening to target U.S. planes deporting illegal aliens—you will really like this thread proposing letters of marque and reprisal as a possible solution!

📎 Donald Trump Jr.

🇬🇧 Over half of Gen Z believe Britain should be ruled by a dictator, study suggests

Some 52 per cent of Gen Z - people aged between 13 and 27 - said “the UK would be a better place if a strong leader was in charge who does not have to bother with parliament and elections”.

Meanwhile, 47 per cent agreed “the entire way our society is organised must be radically changed through revolution”.

https://www.lbc.co.uk/news/over-half-gen-z-believe-britain-ruled-by-dictator-study-suggests/