Greenland tariff war impact is hitting the market, causing U.S. big caps to tank. Renewed tariff wars pile onto last week’s accumulated market risks. 2
A ’tariff war playbook’ suggests President Trump ambiguously signals tariffs on Friday, causing market dips, followed by official implementation of substantial tariffs (often >25%) on Saturday. 4
Market timing for exact tops/bottoms is a noisy 30% pursuit; true gains come from riding the middle 70% of a trend. 3
Chasing quick riches in meme stocks like $GME, $AMC, $BYND often results in losses; steady wealth accumulation comes from consistently investing in S&P 500. 14
$NVO exhibits a ‘SRIRACHA SETUP,’ already up +32% since breakout, akin to $PLTR’s 2024 run. 15
Nvidia Rubin-based AI servers commence shipping in August 2026 (small volume), with production transition smoother due to shared architecture with Nvidia GB-based systems. 5
TSMC Arizona plans 4 to 6 additional fabs on newly acquired land, raising its total to over ten, accelerating existing projects. 6
Confusion exists over pressure for South Korea to build U.S. memory fabs, as SK Hynix already plans an ultra-large-scale front-end memory fab in Arizona, surpassing any in mainland Korea. 7
U.S. goal of 40% domestic chip self-sufficiency relies on more than just Taiwan, with U.S. chip giants and other nations integral to the national security priority. 8
AI chip demand remains robust in 2026, but persistent shortages of high-end glass fiber cloth (critical for advanced circuit boards/packaging) pose a core constraint. 9
AI fuels strong optical communications demand, leading to a shortage and price hike in upstream indium phosphide (InP) substrates. IET, Visual Photonics, and LandMark are beneficiaries. 16
Nvidia CEO Jensen Huang will be in Taiwan from Jan. 29–31 to finalize ‘Constellation’ HQ, attend year-end banquet, and host a ‘Trillion-Dollar Banquet’ for AI supply chain partners. 18
The ‘Greenspan-like mind’ comment suggests a preference for a Fed candidate open to rate cuts/holding hikes even during economic expansion. 12
My prior prediction of Q4 GDP growth at 4.5% was accurate. Q1 economy is likely to exceed expectations due to: 1. Stronger-than-seasonal December exports continuing into Q1; 2. Proactive, front-loaded fiscal policy; 3. Partial completion of 2025’s 5% target in Q4 shifted some work and data into Q1. 17
In the AI era, taking initiative pays off: personally developed data scrapers received high praise and led to presentation invitations, highlighting the value of quickly solving user problems. 11