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"@unusual_whales Secretary Bessent's statement signals a continued shift towards friendshoring and supply chain resilience. Companies heavily reliant on Chinese manufacturing or consumer markets will likely accelerate diversification plans even if it means short-term margin pressure"
X Link @CoinandCloud 2025-10-15T14:38Z XXX followers, 2002 engagements
"$NVDA HSBC upgrades to Buy PT $XXX XX% upside Raises FY27e datacenter revenue to $351B (vs. consensus $258B +36%). FY27e EPS: $XXXX (vs. consensus $6.48) excludes China revenue. Bull case: $390B datacenter revenue EPS $XXXX assuming 800K CoWoS wafers based on supply chain data. CoWoS allocation: 700K wafers (from 480K +140% YoY) at TSMC; momentum returning post Q4-2025. Expects AI GPU TAM growth beyond hyperscalers and potential China demand recovery if trade deal progresses"
X Link @The_AI_Investor 2025-10-15T14:31Z 65.7K followers, 3664 engagements
"*BESSENT: CHINA 'CAN'T BE TRUSTED WITH THE GLOBAL SUPPLY CHAIN' *BESSENT: PERHAPS CHINA VICE COMMERCE MINISTER WENT 'ROGUE' *BESSENT: IF CHINA AIMS TO BE UNRELIABLE WORLD MUST DECOUPLE"
X Link @TheMichaelEvery 2025-10-15T14:19Z 18.3K followers, 8889 engagements
"JUST IN: US Slam Chinas Rare Earth Controls Warns Over Global Supply Chain Power Grab AC1G"
YouTube Link @DRMNewsInternational 2025-10-15T13:51Z 490K followers, 1308 engagements