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Non-Tech : Kirk's Market Thoughts
COHR 156.67-0.8%Nov 12 3:59 PM EST
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To: Kirk © who wrote (25718)9/1/2025 1:02:37 PM
From: 7kidstofeed2 Recommendations

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robert b furman
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Hi Kirk

Simplistically:
The goal of Trumps tariffs is to bring production and mfg to US. It has to be understood that initially there will be disparity. Prices will go up to US Americans, “if” purchases from other countries occur, until mfg is produced in US for those same or similar product purchases that are tariffed. This also presumes that a US purchaser will prefer a US made product, not always the case. There exists a fair amount of competition with US mfg, so tariffs on China and others will naturally cause a shift in consumer spending. Either China and others absorb the tariff cost or loose market share. A combination of both should be anticipated. I imagine once mfg and production are back in US (for some time) tariffs could be reduced or eliminated.

Military use of technology, that all countries know/have/use, has very little if any advantage.
Secrecy in advanced systems is a bit more difficult to achieve when production is not in US. We were told that Clinton sold China inferior tech and maybe that’s the game. Sell other countries systems that will help them defend their own, but not enough to advance on US. The moment AI is used, the cat potentially is out of the bag…so it is uncertain how tech will remain secreted with AI use.

Huang’s statement about sub-2nm semi conductors seems fantastic, as robots are used to make all of them. Higher price then must mean more profit. (Probably a reason that Musk is looking at building them among other goals at Xai).
The only increase that should be passed on is the actual raw component additional cost. The markets will respond and let mfg and producers know what is acceptable by their willingness to consume, or not.

Hope my thoughts are not too boring on this wonderful Labor Day…lol!

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