Kevin Xu

Time for another Signal group! 👊🇺🇸🇨🇳🔥

Ray Wang @rwang07

Trump administration may form task force to handle China tariff impact - CBS Trump administration officials, anticipating supply chain strains due to steep tariffs on Chinese goods, have discussed forming a working group to deal with the problems with urgency if there's no https://t.co/dF2cEBuapL

Lip-Bu Tan doing the hard but necessary things to revive this American national champion $INTC

Dan Nystedt @dnystedt

Intel CEO Lip-Bu Tan is trimming layers of management to foster closer executive collaboration with engineers, with important chip groups and technical leaders to report directly to him, Reuters reports. He also named Sachin Katti the chief technology and AI officer. $INTC

RT @paulg: We need an optimistic collective name for all the new Trump policies to help improve morale during the (not actually) temporary…

From today's Powell speech and Q&A Q: Is there a Fed put for the stock market? Powell: "I'm going to say no..." Like I said. No Fed Put

Kevin Xu @kevinsxu

This moment is *nothing* like Covid. Please stash your hopium away Unlike Covid, there will be: - no Fed put - no Trump put - no stimmy check (or congressional) put - no playbook - no pull forward The only similarity: everyone in the world will be affected

RT @nvidianewsroom: A statement from NVIDIA on the House Select Committee report and inquiry. https://t.co/XqwIPu4NXa

The Art of War is a way more relevant read than Art of the Deal Better, more concisely written too

Agree that no one is taking 245% seriously or as an end state. Respectfully disagree that China extended an olive branch All China did was call out the bare minimum condition: - what does the US want? (not sure admin even knows) - who should they talk with? (need a point

Gavin Baker @GavinSBaker

Interesting that the most China exposed names - outside of semiconductors - are up on these tariffs. This is the market essentially saying that 245% is unsustainably disastrous for everyone and responding to China’s olive branch last night.

RT @gdp1985: I'm not joking. https://t.co/I5zfaZHIq0

The H20s are banned The "China AI trade" has evaporated For now at least...

RT @geokoutalidis: $NBIS IR ''In March, we were fully sold out, and we got additional GPUs and are selling the additional capacity well.''

Audit log is an important, table stakes feature of any enterprise grade cloud Glad to see Nebius quickly becoming enterprise ready

Nebius @nebiusai

Meet Audit Logs in Nebius AI Cloud: https://t.co/YFymwNT0sQ 📝 Having Audit Logs natively incorporated eliminates the need for installing third-party apps for audit logging, bringing transparency and observability to your system. You can easily monitor transactions across your https://t.co/dL3COcS4CM

🚨BREAKING: TAOBAO IS NOW #2 IN APP STORE FREE SHOPPING APP #1 DHGATE IS CHINESE WHOLESALER PLATFORM (Style credit: *Walter Bloomberg) https://t.co/KiALhczBCN

Solid reporting from the solid team at @restofworld Glad to have shared some of my thoughts on DeepSeek's impact in China's AI ecosystem https://t.co/G4nmr96a1P

Joanna Chiu @joannachiu

As U.S. chip bans widen and DeepSeek gains traction, China’s AI ecosystem is racing toward self-sufficiency. Investors see practical AI applications — not foundational models — as the engine of the next growth cycle. Great reporting by @kinlinglo @aptiffany for @restofworld: https://t.co/3n13NflCB9

RT @unusual_whales: BREAKING: US Politicians were buying tariff exempt companies before the news like $AAPL Apple. Take Republican Marjor…

RT @Matt__Miller: 1- Chatted with a mine owner from Utah who's shutting down and laid off 250 people this week. Same story with an Arkansas…