🤖 Bill Gates says we're in an AI bubble similar to the dot-com bubble

Bill Gates says we're in the midst of an AI bubble.

He says it's probably not like the "tulip mania" that took place in the Netherlands in the 1630s.

It could be like the dot-com bubble, where some companies ended up overvalued.

🔗 https://www.businessinsider.com/bill-gates-ai-bubble-similar-dot-com-bubble-2025-10

🇯🇵🇺🇸🇨🇳 Honda halts production in Mexico due to chip shortage

Per the article, the suspension is due to a shortage of parts linked to tensions between the Netherlands & China over Nexperia, a Dutch semiconductor maker owned by Chinese investors.

📝 Carolina Lion: That Dutch/China dispute over microchips is really doing a number on Western car manufacturers.

🔗 https://archive.ph/NXgX0

🇮🇷🤝🇨🇳 — NEW: European intelligence says Iran has received several shipments of 2,000 tons of sodium perchlorate from China since September 29, a key precursor for solid rocket propellant used in mid-range ballistic missiles, according to CNN.

➡️ The deliveries, tracked to ports including Bandar Abbas and linked to vessels such as the MV Basht, Barzin, Elyana, and MV Artavand (the latter with AIS turned off), follow Iran’s June conflict with Israel and appear aimed at replenishing and expanding its missile stocks.

➡️ Although UN sanctions were reintroduced via the “snapback” mechanism at the end of September to ban ballistic‑missile activity and related supplies, sodium perchlorate is not explicitly named in the UN lists, creating a legal gray area that China could cite.

➡️ Some ships and entities involved are already under U.S. sanctions. Western sources say the quantities could produce roughly 500 missiles (experts note Iran previously planned ~200 missiles/month).

➡️ China denies knowledge of the specific shipments and stresses adherence to export controls, while China and Russia opposed the snapback reimposition.

@TabZLIVE

🇺🇸🤝🇰🇷 — US President Donald J. Trump announces that ROK has agreed to pay 350 Billion USD for a lowering of tariffs charged against United States:

South Korea has agreed to pay the USA 350 Billion Dollars for a lowering of the Tariff’s charged against them by the United States.

Additionally, they have agreed to buy our Oil and Gas in vast quantities, and investments into our Country by wealthy South Korean Companies and Businessmen will exceed 600 Billion Dollars.

Our Military Alliance is stronger than ever before and, based on that, I have given them approval to build a Nuclear Powered Submarine, rather than the old fashioned, and far less nimble, diesel powered Submarines that they have now.

A great trip, with a great President of South Korea!

🇺🇸📞🇰🇵 — Aboard USAF Air Force One, US President Donald Trump tells reporters that he would come back to Korean Peninsula to talk with DPRK Supreme Leader, Kim Jong Un, if DPRK agrees: I'd come back to talk with Kim Jong Un if it was right

“We never were able to talk because I was so busy, and really this is why we came.

I think it would’ve been maybe disrespectful to the importance of this meeting if we did that.

So I’d come back, with respect to Kim Jong Un, I’d come back if it was right.”

🇺🇸📞🇷🇺 — Aboard USAF Air Force One, US President Donald Trump tells reporters that US and Russian Federation are talking about denuclearization:

“I think we have it pretty well locked up.

We have more than anybody, but I see them testing, and I say, well, if they’re going to test, I guess we have to test.

I’d like to see a denuclearization because we have so many, and Russia has some.

Russia’s second, China’s third, and China will catch up within four or five years.

I think de-escalation, or denuclearization, would be a tremendous thing.

We’re actually talking to Russia about that, and China would be added if we do something.”

🇯🇲 Satellite imagery from space showing all the sediment pouring into the Caribbean from gushing rivers across Jamaica after Hurricane Melissa.

🔗 Colin McCarthy

🇫🇷 The popularity of Emmanuel Macron sinks to a new low

The Verian Group survey, which polled 1,000 people and was published in the conservative daily Le Figaro, shows Macron’s approval rating at a staggering 11 percent — tying the lowest figure ever recorded by the firm. The previous record-holder was Macron’s direct predecessor and former boss, François Hollande, who hit 11 percent in late 2016, shortly before announcing that he would not seek a second presidential term.

By Verian’s measure, Macron and Hollande now share the crown of France’s least popular president since the early 1970s, when the pollster and its predecessors began conducting this monthly survey for Le Figaro.

🔗 https://www.politico.eu/article/emmanuel-macron-approval-rating-drops-historic-low/

🇫🇷❌🇩🇿 The French Parliament denounced the 1968 Franco-Algerian Migrant Pact which made it very easy for Algerian citizens to obtain a residency permit in France!

The bill was proposed by Rassemblent National (RN) of Marine Le Pen and passed with the help of the center-right, Les Republicains (LR) of Bruno Retailleau and Horizons group (HOR), a center-right coalition supporting Macron's government.

The vote was close. The resolution passed with 185 votes for and 184 against. This is the first bill promoted by the RN that is passed by the French Parliament. The firewall against the rightwing parties in France is breaking down.

Leftist and liberals parties opposed the bill but they did not have enough MPs present to stop it.

@CIG_telegram

🇹🇼🤝🇮🇱 Pro-Israel lobby group AIPAC sent its first-ever delegation to Taiwan.

Taiwan's President Lai Ching-te hosted the group, likening Taiwan’s struggle against China to David vs. Goliath.

Officials like Joseph Wu and Hsiao Bi-khim highlighted "shared democratic values despite Israel’s formal ties with China."

📝Sean Padraig McCarthy: ZOG isn’t real. It’s just when the Venezuelan opposition leader needs Maduro overthrown she calls Benjamin Netanyahu and lobbies him instead of the US. And when Taiwan is worried the US won’t come to their aid they call AIPAC and lobby them instead of the US

🔗 Clash Report

🇺🇸 Currently, ~82% of the US population lives in regions experiencing an economic recession, the highest share since 2020.

The analysis uses the Fed Beige Book, a report published 8 times a year based on anecdotal information gathered from businesses, economists, and market contacts from the 12 Fed districts.

The percentage has DOUBLED since the start of 2025.

Over the last 20 years, only 2008 and 2020 saw such a large share of the country in recession.

Meanwhile, the latest Atlanta Fed estimate for real US GDP growth in Q3 2025 is +3.9%.

🔗 Kobeissi Letter