🛑 U.S. Calls Nvidia’s Bluff
Plus: Big Tech’s Quiet AI Pact, and More
This week’s market, investing, and business insights from insiders and experts outside the mainstream media:
Turns out Nvidia's "safe" chips to China, wasn't as "safe."
Big Tech’s quiet AI move—if it works, everything changes.
Plants are breathing in plastic.
Americans are in full panic mode.
And more. Let’s get to it!
Follow us on Instagram | YouTube | Advertise
Top Insights of the Week
1. 🛑 U.S. Calls Nvidia’s Bluff
Nvidia got the call Monday. The U.S. is shutting the door—again. No more H20 chips to China… this wasn’t a surprise… H20 was Nvidia’s “safe” chip—built just under the export rules. A toned down version of H100. Slower. Weaker. Harmless… right? Not quite…
Turns out, H20 had more bandwidth than expected. Enough to raise flags. Enough to make the U.S. say: “Nice try, but no.”
And just like that, Nvidia’s looking at a $5.5B hit next quarter. The stock dropped 6% overnight.
This wasn’t just about one chip… this is about the line… where does the U.S. draw it? what’s “too powerful”? what’s safe? what’s fair game? U.S. has tried drawing the line… then redrawing it… then redrawing it again… and every time we do, Nvidia finds a way to color just inside it.
A100 banned → they make A800
H100 banned → they make H800
H800 banned → enter H20
A big portion of Nvidia’s revenue still comes from China or China-linked buyers. Even with bans. Even with export controls… How?
Shell companies. Loopholes. “We didn’t know it would end up there.”
Plausible deniability baked into the supply chain.
Here’s the hard truth… Nvidia’s job is to sell chips. The U.S. government’s job is to protect tech. Those missions are now at odds. And the question isn’t just: Should we stop selling? It’s: What’s our long game if we do?
Because cutting supply without a plan for what grows in its place… that’s not strategy… that’s wishful thinking.
2. 🤫 Big Tech’s Quiet AI Pact
Most AIs today are loners. One books your calendar. One writes your emails. Another helps you shop. Helpful, sure—but not exactly team players. That’s changing…
Behind the scenes, companies are building a common language so these agents can talk to each other. Not just swap notes—but actually work together.
Think of it like HTML in the early web. Before HTML, websites were chaos. After HTML, the internet had structure—and exploded with growth. Now, we’re seeing the same playbook for AI agents. Shared protocols. Standard ways to pass info. A foundation for cooperation.
Why?
Because single-use AIs hit a wall fast. You can’t ask one agent to find a candidate, check credentials, and schedule an interview. But three specialized agents working together? That’s doable—if they speak the same language.
This isn’t theory. It’s already happening…
Companies like Microsoft, Google DeepMind, and startups like LangChain and AutoGen are racing to build the plumbing for this future.
AI’s not just getting smarter. It’s getting social. The real future isn’t one AI that does everything—it’s a team of AIs that gets stuff done together.
3. 💸 This Is Your Investing Edge
Join 6,000+ self-directed investors who have already placed themselves on the path to greater wealth by making $500, $1,000, $2,000, $3,000, or more every month with our trade ideas.
Subscribe today for just $299/year.
🚨 What you get when you become a premium subscriber ($13,890.80 value) 🚨
TOP 5 MARKET BEATING STOCK IDEAS ($5,000 value) picked with sniper precision, delivered to your inbox every Monday morning, before the market opens.
HIGH CONVICTION TRADE ALERTS ($1,690.80 value) throughout the week as we spot them.
Access to OUR COMMUNITY ($1,200 value) of fellow traders, where you can ask questions & post comments.
END OF THE MONTH SUMMARY ($600 value) of which ideas performed best.
NO GUESSWORK ($2,400 value). You'll get to see our entry point, stop loss, and profit target.
INSTANT ACCESS, no strings attached. No commitment. Cancel anytime.
UNCONVENTIONAL MARKET & MACRO INSIGHTS ($3,000 value), discover opportunities and risks not highlighted elsewhere.
GET YOUR MONEY BACK GUARANTEE. Subscribe today and if you decide it's not for you, no worries, just let us know within 7-days and we'll refund every penny of your subscription.
Get $13,890.80 worth of value for just $299/year to our premium newsletter. Hands down, Money Machine Newsletter is the most valuable investing service out there.
Just ONE great trade could pay for the premium subscription—MANY times over.
4. 🌿 Plants Are NOW Breathing Plastic
We used to worry about plastics in the ocean. Then we started hearing about it in bottled water. But now? It's in the air. And plants are breathing it in…
Scientists just confirmed that plants absorb airborne microplastics through their leaves—straight into their pores. These plastics aren’t just sitting on the surface… they’re hitching a ride through the plant’s veins, all the way to the parts we eat… Lettuce. Grains. Fruits. You name it.
Here’s how it works…
Tiny plastic particles—shed from synthetic clothes, car tires, and factory smoke—float through the air. Wind carries them everywhere. When they land on leaves, they get sucked in through microscopic openings.
Once inside, they move through the plant’s system like water or nutrients. They build up. They settle into the good stuff—fruits, leaves, even seeds.
So what?
For plants, it’s bad news. Microplastics can mess with photosynthesis, reduce chlorophyll (the green stuff plants need to grow), and throw off how plants use water. They grow slower. They struggle.
For humans, it’s worse… Eating these plastics could trigger inflammation, mess with gut bacteria, or deliver toxic hitchhikers into the body. No one signed up for plastic in their salad.
Urban gardens near traffic-heavy roads show more plastic per plant. Plants with rough leaves (like kale) catch more than smooth ones. And scientists are just scratching the surface of long-term effects.
Bottom line? You can’t wash this off… this isn’t a food safety story. It’s an air quality story. And if plastic’s in the air, it’s everywhere.
Top 3 Charts of the Week
1. 😳 Inflation Panic Hits 44-Year High
Consumer confidence just hit its second-lowest level ever — dropping 30% since December — as people brace for higher prices and worry about jobs and tariffs.
Folks expect prices to rise 6.7% this year (highest since 1981). Job fears are rising. Credit card debt and 401(k) withdrawals are up. Cracks are forming, even if the economy looks okay for now.
When people feel broke, they spend less. That hits businesses, jobs, and markets. Sentiment leads behavior — and right now, the mood’s in the gutter.
2. 💥 America’s AI Boom Is Running on Gas and Coal
Data centers are expected to use twice as much power by 2030. The U.S. leads the charge, using gas for 40% of it. Big Tech's AI obsession is driving the surge.
Energy demand = more fossil fuels (for now). Big Oil’s circling. Some tech companies are eyeing nuclear, but most plans won’t kick in until after 2030.
AI isn’t just code—it’s concrete, cooling, and kilowatts. This boom could fuel more pollution, delay clean energy, and hike costs across the board if tariffs keep squeezing supply chains.
3. 💰 98% of Meta’s Money Comes From Its Apps
Meta tried to quietly settle an antitrust case for $450M—way below the FTC’s $30B ask—over its past buys of Instagram and WhatsApp.
The FTC claims Meta built a monopoly using those apps. If the court agrees, Meta might have to break up its business.
Almost all of Meta’s $48.4B in Q4 revenue comes from these apps. Losing them? That’s not just a fine—it’s a gut punch.
What did you think of today’s newsletter?
Enjoy this content? Subscribe to our Instagram | YouTube
We take the responsibility of emailing you seriously. If you don't want to receive stock market updates and trading education anymore, you can unsubscribe at any time.
Nothing in this email is intended to serve as financial advice. Do your own research. See important disclaimer & terms of service.
Definitely not easy to row against the high seas of capitalism when the supply chains are decades in the making. NVDA will find a way as long as that thing is publicly traded.
Quick! Turn on CNBC!!!
https://kingcambo812.substack.com/p/cnbcs-slot-machine-apocalypse-cramers