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Your geopolitical views are so naive it's hard to take seriously.

EU is now an unwilling dumping ground for China, hostility and paranoia are growing by the day now that China is no longer a lucrative market itself and is pursuing its interests outside commerce, the cordial days are numbered.

Russia would never be subservient to China, once the war ends Russia would be back being a geopolitical player because of its vast natural resources, and they are already import substituting even Chinese products.

Russia can turn to the west to be a real western country whenever they see fit, the eternal fear for China.

This is why China is going as far as it can to accommodate Putin, even souring it's relations with the EU which isolated itself.

In this sense, it is China being "subservient" to Russia.


Russia recovering from this invasion they started is the naive take.

It's currently selling its resources at a steep discount and that is unlikely to change because its customers are only in it for the bargain they're getting.


Russia has always been selling it's oil and gas at a discount, that's why it had so much clout in the EU and CIS, nothing new, it's literally its geopolitical strategy since the Soviet Union.

All these talk of cutting off Russia won't last more than a year after the war, nobody refuses cheap energy, certainly not the cash strapped Europeans.

They'll probably be the world leader in critical metals and rare earth deposits if they invested more on prospecting and the ice melts.


> Russia has always been selling it's oil and gas at a discount

No. Urals blend used to closely track Brent, now it's $10-20 below that. Chart here details the discount over time:

https://energyandcleanair.org/wp/wp-content/uploads/2026/01/...

Overall there's a clear trend of Russia's fossil fuel revenue declining:

https://www.russiafossiltracker.com/

> nobody refuses cheap energy

Only Russian gas was really cheap. The EU found other suppliers who don't pose such a geopolitical risk.


Ah, yes, Russia can become a "real western country", "geopolitical player", strong economy "substituting even Chinese products" any time it wants! Just like an alcoholic can quit any time he wants.

I am certainly not an expert. What resources or military capability does Russia have that China could not eclipse, replace, or source from a partner?

What would it mean for Russia to become a "real" western country? Why would China fear that?

Whatever happens, Russia needs to sell resources to stay afloat. I have a hard believing that if it came down to it, China couldn't just seize Vladivostok.


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Could you enlighten me instead of belittling and name-calling?

The problem is that the EU and China are both looking for export markets to fund their economic growth, unless EU blows up it's welfare system and prints money like the US, the two are competitors.

But doing that would undermine Euro's credibility, as the EU is a loose union of countries with their distinct interests and politics, also member countries would compete on outspending each other as the Euro would have been essentially free money, a Euro debt crisis on turbocharge.

So, the EU can never print like the US. The EU and China will be rivals.


I think people are ignoring the reciprocity in the global trading system.

People and news articles always talk about goods trade deficits for rich countries, but never their almost universal services trade surpluses, and the profit margins are vastly different.

For manufacturing, a large part of the revenue goes to materials costs, but for services, almost all of it are net incomes.

Yes you can bring back manufacturing jobs, but your services surpluses would also shrink, because when you don't open your market, countries were not obligated to let you reap profits there too.


I think he suffers from a kind of protagonist's dilemma.

His words are literally taken as Bible by a huge part of the global audience, that he is compelled to keep the earth hopeful.


I think FUD is working on Meta coming from their archrival Bytedance.

Bytedance recently launched a similar product in China and caused quite a stir, local phone brands are jostling for partnerships, the AI agent phone.

Meta probably don't want to miss the next thing, even if it turned out to be a dud.


Because we are at a historic moment where governments are propping up fiat money using whatever they could.

All these crazy valuations is just a manifestation.


A 2% change, more likely this has something to do with the global rush for US tech stocks.

Some countries like South Korea are crazy on US stock trades.

Dollars' depreciation probably helped a bit too.


There is a global shift toward higher US equity allocations seeing how well they've performed in the last however-many years. Also it seems like President Trump's sole mandate is to keep the stock market from crashing, so that helps.


Handing out sanctions without at least a plausible legal cover, sounds like a recipe for disaster that would come back to bite.

I wonder what could be used here, non-compete? IP infringement? Or doing it "for all mankind"?

As for knowledge, the YouTube channel Branch Education explained EUV lithography in great detail, sponsored by ASML itself.

My impression is that the knowledge is not that secretive, the precision required at every step is the key.


Yeah it reminds me of the Smyth report, published in August 1945 about atomic bombs, commissioned by the director of the real Manhattan Project. It’s fine to reveal knowledge in detail, if it doesn’t reveal anything related to constructing the apparatuses (the chemistry and the metallurgy) needed.


The press release following the bombing of Hiroshima specifically stated which method of refining Uranium was used. The U.S. spent a great deal of time, effort, and money on researching and testing four different enrichment systems. Just that one detail saved the Soviets 3/4s of a sizeable chunk of the A-bomb effort. Sometimes you don't need to leak much detail to give away a great deal.


Do you have the press release in question? I'd be very curious to see it. All I found at a glance was Truman's well-known one (https://www.atomicarchive.com/resources/documents/hiroshima-...) which was followed by the Secretary of War's (https://www.ibiblio.org/pha/policy/1945/450806b.html) and neither seem to mention anything about enrichment methods or even the concept of isotope separation.


Hmm, it was not quite a press release, but it's in the Smyth report from August 12, 1945: https://www.osti.gov/opennet/manhattan-project-history/publi... (search for diffusion).


Neat! Thank you!


Memory chips have always been a very cyclical business, that's why their stock prices remain relatively low despite a windfall happening.


A commodity hardware that’s on the price decline for decades just quadruples in price and nobody makes any form of long term investment or even contracts to take advantage of the situation? It’s more likely to be a collusion than not.


Yeah, that's the spot market price, small sellers are more nimble, big platform sellers however probably feel the need to price in supply risks.

Shouldn't be recycled chips too, as those were always older gens. I bought one ddr3 dirt cheap and no issues.


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