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24d06/03

Sanity check my AI infrastructure pie

Basically I'm trying to cover the components that are necessary for AI growth, ie. Semiconductors, coolant, lithography. This way I'm just betting that AI "wins" as a concept rather than backing a specific pony? That said, I am a die-hard Rolls and Kraken fan so I guess I'm backing those ponies. Rolls Royce Kraken Robotics KLA ASML NVIDIA Broadcom Vertiv Am I missing any big opportunities here that fit what I'm going for, or making any huge mistakes? Assuming people here have done levels of rese

Socialunclassifiedsocial-signal
24d06/03coups-regime · 2/5

How a couple lost their 3 children in as many countries and were arrested in Hong Kong

A Hong Kong couple has drawn public scrutiny after refusing a DNA test for their baby’s registration following his birth at home, raising potential gaps in the city’s legal and child welfare system. The infant’s father, Tsang Wai-bong, and mother, Kwan Pui-sin, subsequently underwent a DNA test, according to the police on Wednesday, a day after their arrest on suspicion of child neglect. The Social Welfare Department also applied to the court for a protection order over the two-month old baby,..

unclassifiedchina · asia
24d06/03

What does Beijing’s response to Tokyo-Manila boundary talks mean for Taiwan?

The mainland Chinese coastguard’s first independent law enforcement patrol east of Taiwan on Monday – in response to the maritime border talks between Japan and the Philippines – marked an expansion of its patrolled area beyond the traditional focus. Since its launch in 2021, the China Coast Guard (CCG) has routinely patrolled in the South China Sea, East China Sea and Yellow Sea. In recent years, apart from routine patrols around a few Taiwan-controlled islands, the CCG has also joined the...

unclassifiedchina · asia · taiwan
24d06/03

DeepSeek nears US$7b haul in first-ever funding round, with backing from Tencent, CATL

Chinese artificial intelligence start-up DeepSeek is finalising its first external fundraising round, securing over 50 billion yuan (US$7.4 billion) at a valuation of just under US$60 billion, according to people familiar with the matter – marking a six-fold leap from its US$10 billion valuation in April. The blockbuster round highlights intensifying global competition and a shifting strategy for the AI breakout star, which had previously resisted external capital. Market-oriented investors and.

unclassifiedchina · asia · usa
24d06/03war-conflict · 3/5

China among top gold buyers as bullion overtakes US Treasuries in global reserves: ECB

China is one of the world’s largest buyers of gold as central banks shift towards the precious metal, which has overtaken US Treasuries to become the world’s top reserve asset amid higher valuations and its appeal as a geopolitical hedge, the European Central Bank said. The world’s second-largest economy was the fourth-largest per-country buyer of gold in 2025 after Poland, Kazakhstan and Brazil, purchasing about 25 tonnes, the ECB stated. It estimated that China had bought more than 350 tonnes.

unclassifiedchina · asia · usa
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