Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (217450)	10/30/2025 9:20:28 PM
From: TobagoJack	Respond to of 217495

re <<victory by getting a 12 month supply?>> ... a misunderstanding, invariably due to USA-side's framing by convoluted lens ... computing ... Q: (1) did Team China actually agree to providing USA 12-months supply of rare earths or did China agree to what China agreed to, which exactly is what? for how how? if like a golden head band affixed on Wukong to guarantee good behavior? (2) Seems to me China tested a evergreen weapon system, showed the entire world how it is used, and now content to shift attention to smaller lap-dog domains such as Holland and South Korea and Japan how best to better-behave, and (3) if so, can reunification be too far beyond end-2027 ? Say 2028 - 2032, just saying the quiet part out loud. (4) Given so, what are the solid good stuff to buy, and what are the melting ice cubes? 'nuff questions.

To: Box-By-The-Riviera™ who wrote (217450)	10/30/2025 9:34:18 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217495

Synthesis Q: (1) did Team China actually agree to providing USA 12-months supply of rare earths or did China agree to what China agreed to, which exactly is what? for how how? if like a golden head band affixed on Wukong to guarantee good behavior? (2) Seems to me China tested a evergreen weapon system, showed the entire world how it is used, and now content to shift attention to smaller lap-dog domains such as Holland and South Korea and Japan how best to better-behave, and (3) if so, can reunification be too far beyond end-2027 ? Say 2028 - 2032, just saying the quiet part out loud. (4) Given so, what are the solid good stuff to buy, and what are the melting ice cubes? 'nuff questions. Based on the analysis, what are the specific 'Three Kill Moves' China is using against Nexperia and the Netherlands? Q: Analyze the potential impact on the European automotive industry if the Netherlands doesn't surrender.