I know many people disagree with my title, “How Important is China to Apple? Apple Can’t Do It Without China.” However, it’s a fact, and you can’t say for sure.
Chinese biotech begins to show its DeepSeek moment
In 2025, up to 37% of the licensed drugs of large pharmaceutical companies will come from Chinese biotech companies.
“The Technological Republic”,the only book to understand Palantir
“The Technological Republic” is written by Alex Karp, co-founder and CEO of Palantir. He is the soul of Palantir and the person who best represents it, even more so than co-founder Peter Thiel. Alex Karp is to Palantir what Bill Gates is to Microsoft, Sam Altman to OpenAI, or Mark Zuckerberg to Meta.
Portfolio of Nvidia investment empire
Nvidia investment empire, in Nvidia’s August 2025 financial report showed it currently holds $4.33 billion in publicly traded stocks
AI job openings tripled in past five years
Job market shrunk with overall job openings plummeting 35% compared to early 2020. Traditional programming roles plummeted, AI job have bucked the trend
D-Wave, world’s first commercial quantum computer supplier
D-Wave is recognized as the world’s first commercial quantum computer provider. D-Wave excels at computing speed and has pioneered quantum annealing, a near-term optimization-first approach that has been used in real-world applications.
Morgan Stanley, the king of investment banks
In 1933, during the Great Depression, Congress passed the Glass-Steagall Act, prohibiting firms from providing both commercial and investment banking services.
The Morgan empire was thus split into two: the old Morgan Stanley and Morgan Bank. Morgan Bank later merged with Chase Bank to become today’s JPMorgan Chase.
Companies US has stake, and their stock performance
The following table lists companies Companies US has stake, and their stock performance
Some AI software vendors are starting to make money
2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
When AWS is no longer impressive
For nearly 20 years, AWS has been a significant driver of its stock price. However, the day after the release of its second-quarter 2025 financial results, Amazon’s stock price plummeted 8.27%, demonstrating investor disappointment with the results.