The tariff talks of China and US in Madrid had come to an agreement on the sale of TikTok, waiting for President Trump to confirm with President Xi on telephone conversation on Friday. Anyway, China has already won the media war massively for half a century and still will carry on. US will win the semiconductor war extensively for the next half century or even more.
The open-door policy of China started in Jan of 1979. Since then, they promised to open social media of the west gradually but had not come true and the west still have to wait. All western famous websites cannot enter China, but Chinese media can enter US. Basically, there are 2 reasons, China needs to protect the market of social media like WeChat and Weibo ……, another is political and cultural reasons which do not want western ideas to come in. So, the excuse is that social situation of China not suitable to open. Later when China joined WTO, they had not rejected to open, but just postpone. In 2008 Beijing Olympics, did opened for a short period.
But Chinese social media can enter into US because they are a free market and should not ban anyone or else they need not to talk about TikTok. It’s so strange that since 1979, two countries are not in equal position of opening social media. Please refer to the table of “Most visited website of the world” on Sep 10th of The Express, you will find most of them cannot enter into China. But US had no complains at all even gone through so many presidents including Jimmy Carter (Idiot no 1), Ronald Regan (Idiot no 2), George Bush Sn (Idiot no 3), Bill Clinton (Idiot no 4), Geroge Bush Jr (Idiot no 5), Barrack Obama (Idiot no 6), Donald Trump 1.0 (Idiot no 7), Joe Biden (Idiot no 8), Donald Trump 2.0 (Idiot no 9). Even after the TikTok is finalized, no US social media like Meta, YouTube or X (Twitter)…… cannot enter China because all the above idiots are blind and deaf.
Of course, China has the right to do anything they like, if you do not place objection why they need to change? They keep on unchanged is clever, US does not place objection is an idiot. But why so many idiot presidents? Therefore, China has already won the social media war since 1979 and till now is already 46 years and shall carry on and on. US had already been defeated and is defeating and will be defeated also. No need to say any more, for they do not want to change anything.
So even if there are any changes today, US had already been defeated for nearly half a century. Why are they so happy when facing a defeat of the century? UGLY AMERICAN !
But for the ban of NVDA, don’t worry! It’s for the sake of tariff talk only. Even though they said they can produce their own chips, it’s on another level. How they can chase up NVDA? It needs to have a doctorate dissertation to talk about this matter. H20 is already a low-end chip and TSM is now developing 1.2nm in their science park called Hsin Chu in Taiwan. Even the Arizona Plant are unable to do so. Even NVDA would lose part of the business, but the growth in the Top 10 companies would have strong demand in high end chips which is another level hard to talk about.
One thing need not to worry. The curse of September would not come true this year. I have already said it would not come true this year. The hardest point of analysis is to find out the exception, no matter in chart analysis or fundamental analysis, or international happenings. Even some people said the highest risk is on the third week, some said it’s the last 10 trading days. But the indexes keep on breaking record high. Even if next week will adjust a little, September still will be in gain and not loss.