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Nextdecade Corp

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what happened to $130k btc next week last week?
guys I think we will see a rebound next week and after a statement by the chinese gov and another after the xi-trump meeting that ends with a "deal". I think trump sees China as an unfair trading partner, wants investments in usa, manufacturing back, access to chinese market. He gets pressure from farmers (farming goods export to china), base (bring back manufacturing), big tech/firms (access to preproducts, chinese consumers, raw materials, export for chips). I think china wants a market for their manufacturing base, establish/further their diplomatic and standing as trading partner (that acts in the interest of the global market). I think they can't loose face by backing down (internally and to further their image (e.g. as a counterweight to the us). I think the chinese gov gets pressured by a worsening economic situation (export/production slowdown), slowdown in development/quality of life improvements, loss of world standing/improvement towards it. I think trump already hepps the chinese gov a lot with his actions e.g. university/research defunding, restrictions on immigration/visas (china positioms itself as a alternative for "global talent", their braindrain gets reduced), eratic actions that cause marker panic or attacks on juridical system (us isnt a reliable trading partner, doesnt act or tries to pretend to act in the interest of global markets), withdrawal from international organization (opens them up to be formed towards chinese interest, lead by china e.g. WTO), attacks and questioning of alliances/partners (weakens alliances that would work against chinese interests, gives china messaging oppertunities and pull factors towards their sphere). Therefore I think it makes sense for china to not react harshly to trump but rather put out a message that highligts they are a reliable global actor e.g saying trumps tariffs undermime global trade and the harmony between nations,... . Worded well it could give trump a victory -> china backed down, they can't retaliate as they need the us (lutnick). That would calm down the market until the meeting (no reason to cancel). At the meeting they could offer trump investments into manufacturing im the us (trump: china brings back the manufacturing and jobs they took from us and we reap all the benefits, china: we are helping the us to establish a manufacturing base, companies, could give chinese companies access to the us market by producing there, improve image), they could also open up trade in certain industroes e.g. cars (competition is already fierce, would lead to consolidation of chinese producers and make them more competitve and give them arguments to get access in other markets without restrictions e.g. europe). Trump and Xi would roleback all the restrictions on chips, raw materials. For china, a win would be some soft wording on a discussion about taiwan, even maybe a statement about an understanding between us-china on that topic (nothing specific, especially no mention about recogniton, military). I could imagine that in that context trump frames the taiwan statement as a reaction to taiwans unwilligness to expand chip production in the us. The meeting would to a rebound of the markets. Trump frames the meeting as a success of his negotiation style (brought back manufacturing, got access to the chinese market, chip expors, access to raw materials, low-medium tariffs mostly stay in place). Xi could frame it as an example of china as an reliable global actor, helping the us in development, success to lift the worst tariffs, weakening taiwan, weakening US reliability as a tradimg, military partner and in contrast to china: reliable global actor.
Some implied moves for earnings next week - 67 companies reporting - up OR down degenrates [$JPM](https://x.com/search?q=%24JPM&src=cashtag_click) 5.1% [$ASML](https://x.com/search?q=%24ASML&src=cashtag_click) 8.1% [$TSM](https://x.com/search?q=%24TSM&src=cashtag_click) 6.8% [$GS](https://x.com/search?q=%24GS&src=cashtag_click) 5.6% [$C](https://x.com/search?q=%24C&src=cashtag_click) 5.5% [$BAC](https://x.com/search?q=%24BAC&src=cashtag_click) 5.2% [$WFC](https://x.com/search?q=%24WFC&src=cashtag_click) 5.3% [$JNJ](https://x.com/search?q=%24JNJ&src=cashtag_click) 3.3% [$MS](https://x.com/search?q=%24MS&src=cashtag_click) 5.2% [$ABT](https://x.com/search?q=%24ABT&src=cashtag_click) 4.7% [$UAL](https://x.com/search?q=%24UAL&src=cashtag_click) 8.7% [$AXP](https://x.com/search?q=%24AXP&src=cashtag_click) 5.5% [$JBHT](https://x.com/search?q=%24JBHT&src=cashtag_click) 6.8% [$SCHW](https://x.com/search?q=%24SCHW&src=cashtag_click) 5.8% [$INFY](https://x.com/search?q=%24INFY&src=cashtag_click) 7.8% [$MAN](https://x.com/search?q=%24MAN&src=cashtag_click) 14.0% [$IBKR](https://x.com/search?q=%24IBKR&src=cashtag_click) 6.4% [$CSX](https://x.com/search?q=%24CSX&src=cashtag_click) 2.7% [$SLB](https://x.com/search?q=%24SLB&src=cashtag_click) 5.7% [$ALLY](https://x.com/search?q=%24ALLY&src=cashtag_click) 8.3% [$DPZ](https://x.com/search?q=%24DPZ&src=cashtag_click) 6.9% [$BLK](https://x.com/search?q=%24BLK&src=cashtag_click) 4.3%
Everyone thought they could be the next leverage guru and the true whales wrecked them.
So we all know he will revert this by next Friday, BUT the question is, do you think we'll also see a massive spike in Trumpcoin right before he changes his mind?
are we all ready for the next bull run and new ATHs and let bers know they are the gheyest species to exist???!?
People will be panic buying next week
could you imagine how cool it would be if instead of AMD forcing shareholders to purchase GPUs for OpenAI... AMD invested $100 billion in mining and refining operations in some African country where there are no environmental regulations.. it seems insane to me that 10 to 15 trillion dollars in market capitalization is dependent upon a single factory in China producing the entire global supply of the world's dysprosium... like the risk here is documented, predictable and catastrophic that I just have to assume that these chip companies are sitting on enough supply to last for several years, because, they have been told that there will be no more rare earths in April... if the market truly has not priced in a complete shut off of rare earths from China, we are really in a bad situation... but,. it would be astronomically insane that the market is not price this in because this has been the operating fact since April for everyone involved in the geopolitical space.. additionally, China has made it clear that by the end of the decade there will be no more chip production coming out of Taiwan without Chinese approval. The United States acknowledged this, and as such has been working on onshoring chip production.. we have an unspoken agreement with China that as soon as we have enough production capacity in the United States that they can take over Taiwan. the market should also have priced in that there will be no more chip exports from Taiwan. the problem is they haven't. the problem is is that nvidia's valuation depends on it being able to make chips in unlimited quantity. NVDA is priced at being the only global supplier and China being their biggest customer for the next 15 years... none of these are true or realistic... their entire valuation depends upon a single shitty factory in backwater of China being allowed to ship raw materials to TSMC, and the United States government not allowing Huawei to export to the United States. if Nvidia does not have a plan to these obvious problems that some moron on reddit understands, it will be trading for a few rubles.
wen bull market 📈? Next week ?
I grabbed a 10/17 180/172.50p spread as a hedge when I saw the news yesterday morning What’s the chance this hits max value? I.E. NVDA at 172.50 or lower next Friday
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