🇺🇸 The US stock market is now over twice the size of the entire US economy:

The US stock market cap to GDP ratio hit a RECORD 211%.

The ratio has risen a whopping 45 percentage points over the last 3 months.

By comparison, the 2000 Dot-Com Bubble peak was WAY LOWER at ~144%

🔗 Global Markets Investor

🇺🇸1️⃣0️⃣0️⃣🔣💲🧠🍏 — 📰 ZeroHedge | Trump To Impose 100% Chip Tariffs, But Will Exempt US Investors Like Apple | August 6, 2025:

"With CEO Tim Cook standing next to him in the Oval Office as the president announced a fresh (and very laughable) $100 billion investment plan by Apple which it would then add to the $500 billion already pledged over the next 4 years (which is ridiculous since Apple spent $43 billion in capex in the past 4 years and generated less than $100 billion in net income in its best year), Trump announced he would impose a 100% tariff on chip and semiconductor imports, but would exempt companies moving production back to the United States.

Apple had previously pledged to spend $500 billion in the US over the next four years, an acceleration over its prior investments and previously announced plans, adding about $39 billion in spending and an additional 1,000 jobs annually. The announcement will bring Apple’s cumulative commitment to $600 billion, and appears to be an ad hoc bundling of pretty much everything on the income and cash flow statements, including CoGS, SG&A, CapEx, buybacks and so on. The previously-planned $500 billion was said to include work on a new server manufacturing facility in Houston, a supplier academy in Michigan and additional spending with its existing suppliers in the country.

“We’re going to be putting a very large tariff on chips and semiconductors, but the good news for companies like Apple is, if you’re building in the United States, or have committed to build, without question, committed to build in the United States, there will be no charge,” Trump told reporters."

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🇨🇳🚫💻🧠 — 📰 ZeroHedge | China Urges Tech Giants To Avoid Nvidia H20 Chips After Trump Lifts Sales Ban | August 12, 2025:

"Beijing is quietly discouraging Chinese firms, particularly those tied to state and/or national security interests, from using Nvidia's H20 AI chips, even after the Trump administration reversed a U.S. sales ban in exchange for 15% of related revenue. The move follows Beijing's concerns over a potential "backdoor" in the H20, an allegation Nvidia CEO Jensen Huang has rejected.

The report comes from the Financial Times, which states that regulators at the Ministry of Industry and Information Technology (MIIT) instructed tech companies, such as Alibaba and ByteDance, to explain why they need H20 chips instead of sourcing domestic alternatives. 

"It's not banned but has kind of become a politically incorrect thing to do," said one Chinese data center operator about purchasing H20 chips."

🗄 Archive

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🎥💻1️⃣5️⃣🔣💲🤝🇺🇸 — 📰 Financial Times | Nvidia and AMD to pay 15% of China chip sale revenues to US government | Chipmakers agree to unusual arrangement to secure export licences from Trump administration | August 10, 2025:

"Nvidia and AMD have agreed to give the US government 15 per cent of the revenues from chip sales in China, as part of an unusual arrangement with the Trump administration to obtain export licences for the semiconductors.

The two chipmakers agreed to the financial arrangement as a condition for obtaining export licences for the Chinese market that were granted last week, according to people familiar with the situation, including a US official.

The US official said Nvidia agreed to share 15 per cent of the revenues from H20 chip sales in China and AMD would provide the same percentage from MI308 chip revenues. Two people familiar with the arrangement said the Trump administration had not yet determined how to use the money."

🗄 Archive

🔗 Source:

🇺🇸 US Treasury Secretary Bessent: Revenue from the NVIDIA , $NVDA, arrangement go to pay down debt.

📝: Whatever NVIDA pays to the U.S. government won't cover more than a day's worth of the federal government's spending

🔗 unusual whales

🇺🇸🇪🇺🇷🇺 Trump listened to all the willing Europeans in a video conference on Ukraine. At the same time, the "hawks" Ursula von der Leyen and Kaja Kallas were not given the floor, Keir Starmer asked those present "not to irritate Donald," and Vladimir Zelensky was completely silent, said German political scientist Alexander Rahr to the newspaper VZGLYAD.

As a result, the head of the White House emerged victorious, the interlocutor believes. "In fact, the Europeans agreed to surrender the territories occupied by Russia to Moscow. However, they will not legally recognize them as Russian, but for the sake of a truce, they are ready to keep silent. In any case, the video conference did not bring Zelensky the results he hoped for: at the last moment, he failed to sway Trump to his side and to drag the Europeans into the war," the speaker believes.

He also expressed confidence that the meeting of the US and Russian presidents will not be unsuccessful. "Vladimir Putin, apparently, is interested in a reciprocal visit by Trump, but the main thing is that he needs the States to once again respect Russian national interests," the analyst emphasized.

In his opinion, the parties can agree on a number of issues. "But the snag is the position of Europe, which may block any agreements unfavorable to itself. However, such a 'watershed' will not be bad for Moscow either," Rahr concluded.

🔗 https://news.1rj.ru/str/vzglyad_ru/125745

🇸🇩🇨🇴 Video showing Colombians engaged in fighting in Sudan

🔗 El Colombiano

🇺🇦The commander of the 47th Separate Mechanized Brigade of the Armed Forces of Ukraine, Alexander Shirshin, who previously publicly spoke about the "stupid tasks" set by the leadership for political reasons, has officially left his position.

Immediately after the criticism, he submitted a resignation report and received a disciplinary warning. Now Shirshin reports that the consequences affected not only him personally but the entire unit.

🇮🇱🇺🇸 The Jerusalem Post: The pro-Israel core in each party is shrinking – faster among Democrats but among Republicans too, particularly those under the age of 50.

https://www.jpost.com/opinion/article-864090

🇮🇱❌🇬🇷 The Jerusalem Municipality has frozen the bank accounts of the Jerusalem Patriarchate and demands the Orthodox Church to pay taxes, just like during Ottoman rule.

The current situation has serious implications as the Jerusalem Patriarchate is unable to pay salaries to clergymen, teachers and other staff.

🔗 https://www.topontiki.gr/2025/08/14/israil-pagose-tous-trapezikous-logariasmous-tou-patriarchiou-sta-ierosolima-ke-zita-chrimata-foron/

🇮🇱🇵🇸 Following the start of an IDF major offensive towards 'Zeitoun' of northern Gaza, the resistance groups in Gaza have responded with clashes immediately.

🔴 The Saraya AlQuds (PIJ) Brigades reported:

Detonating [unspecified] Anti-Tank IED's on 2 [unspecified] Military vehicles near the "Ashour" Oil Press and "Al-Aliyin" Mosque of "Toutah" Street in 'Zeitoun', yesterday.

🇵🇸 The AlQassam Brigades reported:

1. Targeting a "Merkava" Tank using a "Yassin-105mm" Dual-Warhead Tandem in the "AlMusallaba" of 'Zeitoun' today.

2. Targeting a "Merkava IV" tank and a "D9 Caterpillar" Bulldozer using "Yassin-105mm" (PG-7VR) Dual-Warhead Tandems on "Street 8" of 'Zeitoun' today.

3. Carrying out a complex ambush in "AlBarasi" of southern 'Zeitoun' yesterday morning, by targeting an IDF Infantry force fortified in a building using a "TBG" Thermobaric Projectiles, and proceeded with machine gun and sniper fire.

The unit then destroyed 2 [unspecified] troop carriers by lodging IED's into the commander hatches, and targeted a "NAMER" APC using a "Yassin-105mm" tandem.

While withdrawing, the unit then targeted IDF infantry forces fortified within 2 buildings using "TBG-7VR" Dual-Warhead thermobaric projectiles.

Causalities were confirmed.

🔴 The Mujahideen Brigades reported:

1. targeting an IDF "Merkava" Tank using a "Sa'er" Projectile in "AlMusallaba" of 'Zeitoun' today.

https://fxtwitter.com/GeoPWatch/status/1956127189449204131