🇺🇸 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."

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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."

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🇺🇸 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

🇷🇺🇺🇸🇺🇸 — Observers, earlier today, reported that an Ilyushin Il-96-300 with Russia’s Special Flight Squadron (RA-96023) going by the callsign: “RSD381” and originating from Moscow, was spotted crossing Alaska and preparing to land in Anchorage.

The Il-96, part of the Russian Presidential Fleet, is likely carrying senior officials and advanced security personnel prior to tomorrow’s meeting at Joint Base Elmendorf–Richardson between Russian President Vladimir Putin and U.S. President Donald J. Trump.

🔗 OSINTdefender (@sentdefender)

🇷🇺🛬🇺🇸🇺🇸 — The Ilyushin Il-96-300 with Russia’s Special Flight Squadron seen on the ground earlier at Ted Stevens Anchorage International Airport in Anchorage, Alaska, prior to tomorrow’s meeting between Russian President Vladimir Putin and U.S. President Donald J. Trump.

🔗 OSINTdefender (@sentdefender)

🇵🇾❌🇻🇪🇻🇪 — Paraguayan Senate approves historic declaration against the "Cartel of the Suns" - the Drug cartel formed by Nicolas Maduro and Generals of Venezuelan Bolivarian Armed Forces - designating it as an International Terrorist Organization.

It is known that the Chavista-led Cartel finances, through cocaine trafficking, narco-communist guerrillas on Paraguayan soil.

—🇷🇸 Serbian president Aleksandar Vučić:

We are fighting against the powerful machinery of Western countries that want to break the backbone of Serbia in a color revolution.

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