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

To: Box-By-The-Riviera™ who wrote (217552)	11/6/2025 11:43:19 PM
From: David	Respond to of 217580

According to the 'Rugged Oak Chair' chapter in uncle Si's book I am not supposed to be a couch potatoe SI Message. With reference to SI Message and the 'ELLA' chapter I previously talked about here SI Message I did not post a picture of uncle Si's poetry to Ella. Material I received from uncle Si was "Never stop learning" and "Speak when spoken to", dad told me "The center is yours". After being a bomber pilot in the second world war uncle Si became a surgeon, before becoming mayor of his city. When I read the picture I imagine him speaking from where the 'Surging Technology' location is shown.

To: Box-By-The-Riviera™ who wrote (217552)	11/7/2025 2:55:04 AM
From: TobagoJack	Respond to of 217580

gush gush youtube.com

To: Box-By-The-Riviera™ who wrote (217552)	11/7/2025 3:59:53 AM
From: TobagoJack	Read Replies (2) \| Respond to of 217580

the Dutch have such a wonderful sense of humor, conveniently shying away from mentioning a small matter of COMPENSATION, especially as clients of Nexperia suing Nexperia for billions :0))))))) and ) likely best that the Dutch go to the eastern front, fight the Russians, to make way towards China and bring Nexperia China to heel, seeing how China so easily folded to Potus Trump, should be easy work bloomberg.com Dutch Ready to Drop Nexperia Control If Chip Supply Resumes The Nexperia headquarters in Nijmegen, Netherlands.Photographer: Lina Selg/Bloomberg By Patrick Van Oosterom and Alberto Nardelli November 7, 2025 at 3:06 PM GMT+8 Updated on November 7, 2025 at 3:23 PM GMT+8 The Netherlands is prepared to suspend a so-called ministerial order that gave it control over Chinese-owned chipmaker Nexperia in a move that would de-escalate a fight with Beijing that threatens to disrupt automotive production around the world. The Dutch government is ready to shelve the order, which gave it the power to block or change key corporate decisions at Nexperia, if China allows exports of its critical chips again, according to people familiar with the matter. If the shipment of supplies resumes and is verified in the coming days, the Dutch are willing to suspend the ministerial order as soon as next week, said the people, who spoke on the condition of anonymity. Financial issues between Nexperia and its Chinese operations would also need to be resolved. Shares of Wingtech Technology Co., the China-based parent of Nexperia, surged in the final minutes of trading to close nearly 10% higher in Shanghai. In a further sign of a cooling of tensions, the Dutch government said in a statement late Thursday that it expects Nexperia’s Chinese unit to resume chip supplies in the coming days. “Given the constructive nature of our talks with the Chinese authorities, the Netherlands trusts that the supply of chips from China to Europe and the rest of the world will reach Nexperia’s customers over the coming days,” Dutch Economic Affairs Minister Vincent Karremans said in the statement. A spokesperson from the economic affairs ministry declined to comment further on the situation. Nexperia Spat Was Long in the Making Source: Bloomberg research; Amsterdam Court of Appeal filing The Dutch government assumed veto powers over Nexperia in late September over concerns Wingtech was hobbling the chipmaker and threatening the supply of vital components. The Netherlands cited actions by Wingtech founder Zhang Xuezheng that represented a “misuse of financial resources for the CEO’s self-enrichment as well as his other companies in China.” Wingtech has denied those claims and demanded that Zhang get reinstated as Nexperia’s chief executive officer after he was suspended by an Amsterdam court on Oct. 7 after a petition by management. The intervention gave the Dutch state the right to block or change key decisions, including the relocation of company parts or the dismissal of executives for as long as a year. Beijing retaliated by imposing restrictions on exports of Nexperia’s products. The Dutch unit supplies power-control chips used by automakers from BMW AG to Volkswagen AG. It notified customers on Oct. 29 that it was halting the direct supply of wafers to its assembly plant in China, which accounts for about half of its pre-crisis volumes. With no resolution to the dispute, European automakers may have to halt production within days, the industry’s main lobby group warned, as a deepening shortage of Nexperia chips threatens to idle assembly lines in the region. Companies have been relying on dwindling reserves to keep plants running, with some already preparing for stoppages, the European Automobile Manufacturers’ Association said earlier. The shortfall stems from an export freeze on components made by Nexperia’s Chinese operations, cutting off supplies of simple but indispensable semiconductors used in vehicle control units.

To: Box-By-The-Riviera™ who wrote (217552)	11/7/2025 6:34:04 PM
From: TobagoJack	Respond to of 217580

Daily workflow 2025 11 08 Good morning Manus co-pilot, please (1) review relevant news of the past 24 hours resulting from your searches on-line (1-a) latest on US - China wars w/r to trade, tariff, technology, whatever (1-b) Russia - Ukraine / Nato hot war, (1-c) Middle East conflict(s), and w/r to the hereunder VLOGs and articles appended / attached by me, (2) fact-check, (3) supplement with other local languages material searched on-line when advisable, (4) critique, and (5) recalibrate our Asimovian Universe Empire / Foundation 2026 TeoTwawKi / 2032 Darkest Interregnum / 2042 Demographic-flip thematic narrative waypoints, (6) deliberate pro / con as appropriate so I am less likely to be blindsided, and you do not go hallucinatory / sycophantic (7) update me on important latest pricing matter to us - i.e. share indices of USA, HKG, Japan, China, and Gold, Silver, Platinum, Copper, and DXY (value of USD). then (8) give me a report in text and in female voice file. Now I shall do walk, ice coffee, then get on with the rest of my day deliberating, shuffling, keep eyes on markets. I shall upload to you some articles, and some VLOGs ... so wait and hold off analysis / synthesis / integration / text+voice files until I do so ... Articles (1) bloomberg.com <<Republicans Reject Shutdown Offer as Travel, Food Aid Delays Hit>> - who cares about the state of the nation? (2) bloomberg.com <<Chinese Exports Unexpectedly Slump for First Time Since February>> - because US slowing down, and dragging every other domain downward thus affecting China export, finally ? (3) bloomberg.com <<Wall Street Thrill Ride Derailed as Doubts Seize AI, Crypto Bets>> - finally realization of BS, and diffusion of rational fear ? (4) bloomberg.com <<Europe’s China Chip Spat Eases as Exports Resume>> - which side caved ? Production trumps paper working ? (5) bloomberg.com <<Chinese Markets Defy Global Risk Aversion in Sign of Confidence>> - if so, would AI-blowup in US necessarily bring down AI cratering in China? If not, add China AI to front-run the surrendering troops exiting one market and seek salvation in the other, to engage with what Jensen of NVDA would call the winning side ? (6) bloomberg.com <<Vietnam Is Trying to Get Tons of Hoarded Gold Back Into Circulation>> - dunno, seems gold is supposed to be sleeping-capital, and if so, difficult to stir into motion for gold motion defeats the purpose of gold and puts it in extreme danger ? (7) bloomberg.com <<Trump Says US Plans to Skip G-20 Summit in South Africa>> - almost want to wager that should Trump say not show, and Putin cannot show, then Xi would of course show. (8) zerohedge.com <<These Are The 20 Most Chilling Insights From Yuri Bezmenov>> - might be useful, so please internalize, and use in synthesis / integration as we track Asimovian thematic narrative Empire vs Foundation trajectory (9) zerohedge.com <<Goldman's Tech Trader Lists The 3 Things Behind The Sudden AI Implosion>> - surely the writer meant 'sudden US AI implosion' ? (10) zerohedge.com <<Good Luck To The Big Apple's Moiling Masses Of Latté-Clutchers>> - dunno, cannot be sure yet, but suspect socialism does not suit NYC, but let us wait to see (11) zerohedge.com <<"Not Hedged Enough To The Downside": Nomura Says VIX Space "Remains Spicy" As Stocks Break Key Technical Support>> - yeah, we are just getting started and not even (12) zerohedge.com <<Asia’s AI Bubble Just Blinked - Spillovers Coming Fast?>> - dunno, but I do not see bubble in HK market, so thinking the Koreans just realizing that they have no cards in the AI game, silly me (13) zerohedge.com <<'A Tricky Week': Goldman Hedge Fund Honcho Says Traders Are "Still Long...But They're Wary">> - 'way too long', there, fixed the title (14) zerohedge.com <<China-U.S. Rare Earth Deal "May Have Hit A Snag" As Beijing Reportedly Unlikely To Fully Reverse Restrictions>> - tell me, what does desperation look like in the morning? (15) zerohedge.com <<Say Hello to the 50-Day: NVDA’s $650 B Flush and Vol Wakes Up>> - proximate cause of desperation ? (16) scmp.com <<Chinese scientists build a Mach 4 ‘ACE’ turbojet engine with record-smashing performance>> - oooh (17) scmp.com <<Texas A&M deputy chemistry chair Fang Lei joins US$3 billion Chinese lab>> - another one (18) scmp.com <<The big reveal: Xpeng founder unzips humanoid robot to prove it’s not human>> - choreography-speak, what might be next reveals (19) economist.com <<War looms in Venezuela as Trump tests an “Americas First” doctrine>> - surely (testing Manus co-pilot on sarcasm) the US can use another war ? VLOGs (20) youtu.be <<silver>> - unsure what if anything Christian intoned (21) youtu.be <<China bans US GPUs>> - what a surprise (22) youtu.be <<court>> - please fact-check (23) youtu.be <<AI powwow>> - internalize the good bits (24) youtu.be <<what would gold do?>> - dunno, tell me (25) youtu.be <<vault>> - always a worry, that when gold needed most only physical possession matters