Investor alert: Nvidia already in trouble, swamped by China's "all the above" strategy for chips
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- เผยแพร่เมื่อ 14 ต.ค. 2024
- In 2022, investors raced into John Deere (DE) and Case New Holland (CNH), encouraged by the trendy investment theme of food scarcity, made much worse by the war in Ukraine and droughts in the US and Africa. The world would need huge volumes of new farm equipment to get us through the coming decades.
The fatal flaw of that thesis was that China had already developed a vast industrial sector that built low-cost, high quality farm equipment that would soon lead to soaring global food production and falling prices. As a result, Deere and CNH are now only competitive in the North American and European markets, where trade barriers have been erected to deny China's manufacturers access. Since those recommendations from sell-side Wall Street investment banks, Deere stock is back to where it was before the Ukraine war, and CNH shares are below prices of 2014.
The high-end semiconductor industry is attracting even greater interest from investors, who have made Nvidia a $3 trillion company. Here, too, China's massive capital investments and manpower advantages are already causing severe competitive problems for Nvidia. Huawei's chips are faster, more reliable, and are even priced more expensively than Nvidia's, while yet being less expensive to manufacture. Huawei, then, is enjoying far high profit margins than Nvidia in head-to-head sales.
However, Huawei and other Chinese tech companies are not allowed to sell high-end chips in the US market. Just as in the case of cars and agriculture equipment, Nvidia seems headed for a future similar to John Deere's present: competitive only in markets where Chinese have been closed off, and out of business everywhere else.
Resources and links:
Fewer and faster: Global fertility isn't just declining, it's collapsing
fasterplease.s...
Barron's, Deere Is a Buy for 2022. It’s the ‘Tesla of Farming.’
www.barrons.co...
Barron's, World Hunger Is on the Rise. These Companies Have Solutions.
www.barrons.co...
Mordor Intelligence Industry Survey: China Agricultural Machine Market Size & Share Analysis - Growth Trends & Forecasts (2024 - 2029)
www.mordorinte...
Huawei is quietly dominating China’s semiconductor supply chain
merics.org/en/...
China Unveils $48 Billion Fund to Bolster Chip Industry
www.morningsta...
Zerohedge, Nvidia Slashes AI Chip Prices As Huawei Launches China Discount War
www.zerohedge....
Reuters Exclusive: Nvidia cuts China prices in Huawei chip fight
www.reuters.co...
Deere's stock slides after agriculture equipment maker again lowers guidance
www.morningsta...
Reuters, CNH Industrial cuts 2024 profit target as farm equipment demand slump
www.reuters.co...
FINAL TIER 4 ENGINES: A VISUAL GUIDE TO REGULATIONS
ckpower.com/vi...
SCMP, Chinese scientists find a way to mass-produce optical chips that the US cannot sanction
www.scmp.com/n...
Fortune, China is poised to dominate the market for legacy chips, and the U.S. may only have itself to blame
fortune.com/as...
Closing scene, Shenzhen, Guangdong
WEST refuses Chinese Farm equipment because of emission.
Also, WEST refuses zero emission Chinese EVs....
That's what you called rules based international order😂
I just left Frankfurt Germany and BYD and Geely EVs are everywhere ! Wake up people! Our government corporations and media are not with team USA .
@@DanBurgaud , that is called hypocrisuim.
They are laughable.
@@sherwoodang58🤦🏻♀️🤦🏻♀️🤦🏻♀️
I am a farmer in Iowa. You have a great program. I ❤ how you explain how the US agricultural machinery manufacturers have walled off the industry.
How can we have record world hunger and be told there is no demand for our commodities?
Possibly those commodities are not affordable to those in hunger. So they are not factored into that demand? Are there any famines occurring anywhere? Or perhaps those claims of hunger are misleading?
I guess those financial news "thesis" are just propaganda to make you buy so they can sell off their positions lol
Hungry people who have no money don't constitute demand in economics.
The hunger crisis is not the fault of farmers, but rather a consequence of trader's activities. It is the commodities traders who manipulate the prices, with no regard for real-world supply and demand.
It’s quite simple actually, PPP (purchasing power parity) and CPI (consumer price index). Factor in logistics and the recent strong USD due to a severe lack of USD floating overseas which exports inflation, debt and affects prices with forex adjustments. To put it in a more tangible way, I’m currently based in Indonesia where my expensive lunch at the food hall in my office building gives me for about USD $2, a plate of rice, a serving of vegetables, a Chicken Drumstick and Sambal (a mix of chillis and other aromatics and spices, Indonesian Ketchup I suppose). The same thing at say Panda Express would cost me at least $10. Given costs in Iowa would work on US CPI, this automatically cancels out potential customers especially from the poor countries that most need your farm products.
Simply put they don’t have the economies of scale purchasing power nor the funds to purchase what they need at US prices. Add the issues of geopolitics where countries don’t care to buy from countries who are on one hand taking their money while lecturing or sanctioning them.
The demand is there, there are customers who can pay US prices like China but due to everything under the Sun being blamed on China by US, a lot of commodities traders and importers that I personally sell cassava/tapioca starch to have opted to buy from other countries. This is an action by the private sector and has nothing to do with China policy, the sentiment is why buy from a supplier whose government is s**ting on us everyday and at every opportunity instead of a supplier country who welcomes us as a people and as a business. Add on to the fact that Brazil has reach price competitiveness against the US about 5 years ago and the massive efforts between the Brazilian and Chinese governments to build infrastructure in Brazil to improve logistics. This is why the demand for US agricultural products is diminishing as alternative suppliers come up.
The elephant in the room is really sanctions that weaponises the USD. From a global commodities trading perspective, risk mitigation measures have to be taken. For example, I was one of the early ones who started accepting RMB instead of USD in my transactions with Chinese buyers. This puts them at ease as one of their biggest fears is a sudden freezing of their USD for whatever geopolitical games or US election cycle impact on their money flow.
It also seems that a lot of Chinese entrepreneurs have figured out a way to capitalise on the food situation in several African countries. They would go to remote villages who can barely feed themselves and invest in transfer of knowledge, seeds, shovels, picks,etc. teach those villagers how to properly farm, 2 seasons later, they would make enough to sustain themselves and sell the excess at the nearest market place, then they would buy slightly more modern equipment. I’ve seen several vlog channel on this where after 2-3 years, they not only have running water, actual brick houses and electricity. The excess labour from those villagers would follow those Chinese entrepreneurs to do construction work in larger towns and cities and bring home true disposable income to their village for probably the first time in centuries. A lot of them are growing Corn so I’m assuming those African markets aren’t gonna be buying American corn anytime soon.
The EU and the US have employed complex logistical regulations to block foreign competition, as their domestic companies struggle to compete. Despite their rhetoric about a "free market," their actions suggest otherwise.
Chinese companies seem to be more competitive and capitalistic compared to those in the US, where businesses often have to lobby and influence members of Congress.
I recall when the US banned Michelin radial tires in the 1960s due to safety concerns. I also remember when they prohibited European ultrasound medical equipment in the 1970s for similar reasons.
MARGARET ELLEN WHITLOCK, program, widely available online..
I’ve been looking to switch to an advisor for a while now. Thanks for putting her up here.
There's nothing "free" in the EU, especially when it comes to markets, and speech.
The world owes a profound gratitude for Made in China products with high quality yet at affordable prices.
Even at the "less expensive" end of the market, Chinese metrology equipment has always been pretty good. My 50+ year old Chinese pearl-chrome finish vernier caliper works as well as it did when first purchased, whilst my interest in electronics has been entirely fuelled by less expensive, but very good, Chinese instrumentation.
This ! , Without China my diy ebikes would be impossible as would the savings i have made in emissions too . TY China .
How on earth the USA sanction its biggest Market !
The US elites are very angry at that. For them it's a zero sum game. They expected China to be a vassal state. No such thing as a win-win relationship. Many in the US think the ruling elites are sick sociopaths incuding retired military, retired intelligence officers, both Trump and Biden supporters. US decline continues and all they have left is their military. Very dangerous situation as they want war with everyone while the American people are getting screwed with disintegrating infrastructure, rising homelessness and everything is now unaffordable. The elites don't care as long as they have their weapons and they can continue to lie and manipulate the American people.
Everything that I buy from China breaks down within 30 days. It is VERY frustrating.
Ooops.
Long live China. They went back at the top after 150 years of humiliation. China will be top for 1000 years. Keep up the god work, Kevin. Watching from SF Bay Area, California.
the key to success, it seems to me: government with integrity, nurtured social responsiveness and social priorities.
China will never return to the century of humiliation.
China was/is the only civilization that was able to reinvent itself 3 or 4 times in its long history. Rome? Egypt? Greece?
Wumao army
@@jeffee1933ha.......!!!!!!!! Losers.........!!!!!!!!!
Made in China = VALUE = what consumers want
Made in the USA/Europe = propaganda, slander, weapons of mass destruction, fake money, unmoral media = what causes people to suffer
that is precisely why they are so angry with China
The * *_more value_* * China delivers, the - _less money_ - they made !
❤👍👍👍👍👍🙏😍🔥👏🙏Kevin’s message is so timely for people living in the USA. His framing of issues is very insightful in that China and US can find ways to work together to overcome the shortcomings of the relationships. It just requires a new way of thinking that Kevin tries to display. All the power to Kevin👍
Man you are delusional. Watch the way they treated the tiktok ceo at the "congressional hearing". Full on hate and racism to anything Chinese
the us play book is zero sum, the only winner is me, me, me... "work together" is not in the play book!
This one is more valuable than a wall street analysis report.
If they honestly lol
You're suggesting a Wall Street report has "value"?😉
This is one of the most informative podcasts that I have found. I take this information and retweet it when I'm reading about how fabulous the US is doing against China
China agricultural machines are mostly sold to the wide expanse of Xinjiang.
The US understand the threat of Chinese machineries, John Deere sold lots of their gears there, at hefty prices.
But they see the Chinese are getting better and better.
All the vilification of Xinjiang is to destroy the market for China farm equipment manufacturers.
They want to maintain the dominance of Deere monopoly, but the company is getting greedy, American farmers are priced out of world market due to having no rights to repair, ie if their machines break down, only the manufacturer can do the fixing, and write the amount costs on their bills.
Actually, the quality of Chinese farming machinery are still far from being good. They have become better, true, but, it's still a long journey
@@verypleasantguy I don’t think it will be a long journey, China already is closing, perhaps even leading in many aspects like drone, robotic and AI techs that are the cutting edges of modern farm equipments.
@@verypleasantguy
Farm equipment are no super high tech. If the Chinese can close the gap on semiconductors - which ARE hi tech - then closing the gap (which i don’t believe there’s much of a gap) on farm equipment isn’t going to be a “long journey”.
@@verypleasantguy give it a decade. China will be ahead in most ways, in some, far ahead
@@dunzhen I sure hope so !
After EVs, China will export farm equipment. Chinese tractors are gaining popularity in several European countries, with brands like Lovol making notable inroads:
Ireland: Lovol tractors are being marketed as offering superior price-to-quality ratios compared to established European brands, which could disrupt the local market.
Italy and UK: Chinese YTO Mini Farm Tractors are being exported to Italy, the UK, and other European markets.
Germany: Chinese manufacturer Lovol showcased its tractors at the Agritechnica trade show in Germany, highlighting its new ownership under Weichai. Lovol is focused on updating its tractor models to meet European standards.
Uau!!! Those are truly good news.
I expect an electric tractor consolidation and revolution within the next decade, similar to the Chinese EV market. Lovol might become the BYD of Chinese tractors.
@@ZweiZwolf For example, Qingdao Henry Industry Co., Ltd.: This company offers a variety of electric farm tractors. The electric farm tractor market in China is projected to grow at a compound annual growth rate (CAGR) of 11% from 2023 to 2028
US farm equipments are big, sophisticated and expensive machines designed for farms of acres and acres of flat land, most of the world's farms especially the global south are not that kind of farms, so US fam equipments only have a limited market of rich buyers. Chinese farm equipment companies are also gaining ground to the John Deere market but they also do not forget the global south farm equipment market of small, basic and non-sophisticated farm implements. my country belongs to the global south and all I see are chinese farm equipments.
As a Chinese, I'll say this --- in term of quality, the tractors from India are still much better than those from China. But in terms of functionality, perhaps the ones from China can edge India's products.
Now that Huawei, SMiC have caught up making 7 and 5 nm chips, coupled
with their strong chip design capability, Chinese AI chips will quickly flourish to stampede chips from Nvidia , just like Huawei beating Apple and BYD killing Tesla .
The photonic chips are particularly applicable to AI because their strength is in parallel processing which is the key function of AI chips from Nvidia, Huawei, etal. The US government is the biggest enemy to US semiconductor companies as the US government severely curtails sales of their most profitable chips to China.
Also energy consumption is tiny in comparison
Desperados are unable to make good n rational decisions
Americans will just claim China 'stole' that technology.
Great informative video again Kevin, thanks 👍 Others deny my posts of China's rapidly improving technologies, so I share your videos to simplify for everyone. Much appreciated 🙏 Thanks for your other reminder, China's not our enemy, yet our own Washington and Wall Street greedy corporations agendas are.
Our grandparents teachings proved to be best life long results as doing most things on the farm or home, saves time and money and saves many ways.
The attitude towards China mirrors that of the US Auto industry (Plus Government and Media) towards a small US car company which published a plan in 2006?
Similar period, similar outcome?
Esperen a que China se canse y cierre el mercado chino a todas esas empresas que se prestan para las sanciones a China y sus empresas llámese Nvidia Apple Google ASML y demás y cuando pierdan por completo el mercado chino es cuando empezarán a llorar
Да
🇨🇳 no le va a cerrar el Mercado es q 🇨🇳 creara competencia en los otros Mercados tambn igual q esta pasando con los carros
On the right way
When they lose not just the Chineses market, but that of BRICS+ as well.
@@andrewnorrie2731 Well one could argue that in some ways they already have lost that market. Or in the case of say Russia, Iran, and even the DPRK they forcibly excised themselves out of those markets. People may think I'm joking when I mention the DPRK but I'm really not. As construction and engineer workers from the DPRK have been working in Russia's Far East for a long time now. And every Russian I have spoken too who has worked with workers n engineers from the DPRK say the same thing. That they are all among the best, hardest working, and most capable construction workers, carpenters, and engineers around. And as I'm sure all of us who follow this channel are aware skilled temporary workers can and should be counted as part of a market. Also one interesting thing that I recently learned is that during the US-Vietnam War. The North's C&C bunker network north of Hanoi that gave the US such headaches. Was in fact built by a Combat Engineer Regiment of the DPRK. As well all those tunnels in Gaza and Lebanon that have allowed Hamas and Hezbollah to run circles around the IOF. Were also apparently constructed with technical assistance from the DPRK. As were the extensive bunker systems that Iran showed off earlier this year. While it's true that the DPRK is not currently a member of BRICS+ I would say that's only a matter of time now. As Russia had already vetoed a UNSC vote on continuation of Sanctions against them. Which many including myself think may be a prelude to BRICS+ membership. By allowing the DPRK to begin to 'stretch its legs' so to speak in an international trade sense.
If I'm farmer,
I don't want to buy the Tesla of Farming equipment
I want to buy the BYD of farming equipment
I don't want to buy from the company that's not competitive (Tesla is not competitive against BYD)
Well..... They are, but that's beside the point.... In a market where neither can achieve 100%, likely not 50% , THEY BOTH survive.
Others? Not so much.
Thailand has a growing indigenous agricultural drone industry. They are doing very well. Small farms don’t need big equipment and drones can apply fertiliser and pesticides very quickly and efficiently.
Secondly John Deere equipment is very limited by subscriptions and unless you pay a steep subscription your equipment is useless. This is impacting farmers already.
How much is the subscription?
@@JohnDoe-tv4zfto activate a subscription that provides sub inch accuracy gps steering and fertilizer/pesticide application controllers the cost can run several thousand $USD per tractor or piece of equipment.
@@elliotthenderson2182 gps does not have sub inch accuracy and why would any farmer need that kind of accuracy for what?
You can build a decently powerful drone for 1500$, by powerful i mean computing power to map your farm and feed you data while you're driving your tractor. There are obviously more expensive one that can carry out heavy weight like fertilizer/pesticide/herbicide.
@@justme6275 sub In accuracy provide pass repeatability. For example applying fertilizer only to the soil where the plant is growing and not wasting the fertilizer between plant rows where it can run off and is wasted or used by weeds. Also every pass after planting like spraying for pests (weeds, insects, fungal diseases), cultivation, additional fertilizers when weather conditions limit nutrient availability limits the off target application of products as well as limits the Damage to crops from machinery
I'm interested in investing, but I'm not sure where to start. Do you have any advice or contacts who can help me out?
Investing can be complex, so it's smart to get professional guidance when building your financial portfolio.
Brian Humphery Services was my hope during the 'bear summer' last year. I made so many mistakes but also learned so much from it, and of course from Brian.
I keep hearing great things about Brian Humphery Services! He must really stand out for people to speak so highly of him.
How can I reach him?
Well his name is 'Brian Humphery Services'. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I remember when the US banned Michelin radial tires in the 1960's because of safety concerns. I remember also when they banned the European ultrasound medical equipments in the 1970's because of safety concerns.
I remember when they arrested the ceo of Alstom in 2013 and forced the sale years later
or banned the Japanese ...
OK
I'm going to say it...
"Or tried to eliminate Tesla....."
(INCOMING!!!!)
China’s a wonderful success story.
I think it's important to stick to stocks that are immune to economic policies. I'm looking at NVIDIA and other AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a ~20% profit. It's best if you consult with a fiduciary advisor in situations like this so you can make informed decisions.
That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.
That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?
Lucia Alicia Cruz is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
China has some excellent electric harvesters. There are many videos of them working as a cluster to harvest crops very fast. Being smaller they are easier to transport along small rural roads with several on a flat bed truck. Being that they have 5G connectivity they operate automously and are cheap to run. I think its a combination of farmers cooperatives and manufacturers that manage them.
And Beidou.
Well that's not going to work in Europe then as they decided to hobble themselves by ripping out all the Huawei 5G infrastructure.
There are Chinese villages in the middle of nowhere with better mobile internet than some major cities in Europe.
Our politicians are worse than useless, they are actively sabotaging our country's future.
@@davidlazarus67 can you share a video or link to this claim?
@@elliotthenderson2182 Just look through CGTN channels. There are plenty of videos of harvesting. YT doesnt allow links.
@@elliotthenderson2182 watch CGTN. Plenty during harvest season.
European and American customers are forced to use insanely complicated and overpriced products to protect few private companies which can't compete on free market .....
market capture by a small minority
@@firstlast-pt5pp The US and Western farmers are not 'captured audiences' but 'imprisoned audiences' ---- all their equipment are now technologically locked out, unless they, the farmers willing to pay exorbitant fees to unlock those features.
@@verypleasantguy, maybe someday the farm equipment will show adverts on the screen every 5minutes of operation.
@@esphilee So, watch 5 minutes of adverts, your tractor can work for 1 minute. Then, you watch another 5 minutes of another adverts, your get your tractor back for another minute, rinse, repeat
@@esphilee It would be superfun, I bet !
China developing photon light graphics card faster than modern Nvidia GPU tech
I have read that China has developed a CPU photonic chip called the ACCEL to compete with Nvidia’s A100.
The chip is 3000 times faster, consumes a millionth of the power, and doesn’t require cooling.
It’s also likely that this chip will not be available in the US which will put American industry at a serious disadvantage.
I hope game developers rapidly provide support for that hardware
I think I read somewhere they already submitted the patent just not in the mass produce stage yet. They have slowly phasing out of using western chips, semiconductors from their sensitive industry.
Just tell me when China is coming up with high end GPUs so we dont have to spend over $1000 just to play new games 🙏
there goes Jensen's leather jacket money...
It won’t be long. Chinese gamers are being impacted so there will be demand for a domestic solution. A new operating system to replace Windows would have a huge boost if it becomes necessary in China, then same for other products. Games and Graphics will be changing soon after.
Remember man, "the more you buy, the more you save" lol
💯exactly!
This is it. China has already its own CPU for the masses but will still buy from US for the high end CPU just to satisfy the American gamers.
Yeah, China market is super competitive. This is why many foreign companies cannot make it in China.
Yep, Bye, Bye, Bye. VW, BMW, MERCEDES. Within 10 years you'll need a searchlight to 'spot' one of these 'exclusive brands'
The way to do it is invent some new tech so your product has superior performance. Everything sells at the right price in China.
@edwardkoopmans56 they term it "legacy brands" 😅😅😂
Actually they still can, and China's internal market is simply too big to leave, take the automobile market for example, China alone consumed more than 30 millions units of all types of vehicles, that, equals the amount of the US, the EU and Japan combined in 2023, and it is still widening the gap.
Cannot make it in China and cannot make it outside of china because the biggest market is in china and US says you cannot sell this or this to china because it contains US IP.
Correct me if i am wring but deere are so monopolistic that it makes farmers in North America, Europe and Australia literally franchisees, with Deere as the franchisor? Ditto GMO seeds too?
We don't need industrial crops, we need real food like fruits and vegetables. Sustainable food
Well, China is reclaiming desert, should be great for the trees required?
@@rogerstarkey5390so is Africa
China's protein supplies ( most from non-meat products ) per capita is higher than the US' in 2021
You speak the truth! I grew up on a (horrific) US diet, mostly takeaway (lots of burgers, pizzas, Chinese takeaway etc). By the time I was 50 I was grossly overweight and walked with a limp. I moved to another country, ate nothing but raw fruit and veg for a year. I dropped a ton of weight, my limp is gone, I can now jog/run, I have the energy of a 20 year old, and I can play table tennis like a machine! 🤣 I'll never go back to processed foods again.
@@MnemonicCarrier
Okay 🆗👍
Thank you for your videos Kevin! New to your channel but glad there’s folks like you, Cyrus, Pascal and others who see the truth about the US and their hegemony.
The sadness of the farmer equipments now a day are preprogrammed to fail certain point of the use so farmers have to spend significant maintenananc cost before it can become functional equipment again. I was a farmer once but never want to go back to do want I wanted to do anymore because the cost of equipment maintenance. Many farmers gave up their farming because of the same situation. Corporate greed just getting worse and worse each year.
Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Whitney Eston, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Whitney Eston program is widely available online..
Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!
expertise is truly commendable. She has this knack for making complex crypto concepts easy to understand..
The process of trading can be complicated when you have limited knowledge. However, with the right strategy and setups, you can be successful. That's the whole point of investing.
Whitney Eston strategy has normalized winning trades for me and it’s a huge milestone for me looking back to how it all started…
everything in China extremely competitive .
Most people are taught that "you only need a good job to become rich". These billionaires are operating on a whole other playbook that many don't even know exists
The secret to financial stability is having the right investment ideas to enable you earn more money, I don’t know who agrees with me but either way I recommend either real estate or crypto and stocks.
yeah It would be more beneficial and yield more profit if you actually trade on cryptocurrency, i have made so much profit trading since the dip
@adamkimle-j3nThanks I appreciate ✴️
$21,000 USD every week! and I am still counting, I can now give back to the locals in my community and also support God's work and the church. God bless America,, all thanks to Ken Griffin
My advise to anyone holding cryptocurrency right now is to invest it and earn upto 50 times of the initial capitals. Holding cryptocurrency will make it reduce because once the price goes down it will definitely go down as well but when you invest it, you won't have to worry about anything
Bear in mind Europe seems to be doing a lot currently to discourage farming under the guise of "green regulations", the European market will not be as big anymore either...
they are using "regulations" to drive small private ownerships away so that TheDeep can take over.
It is happening in Canada as well.
The EU used to have a cheap food policy, this has gone into reverse. I live in Ireland, the price of a good free range chicken has ballooned from 899 to 1299 in two years, milk from 2 to 270 in two years. I have moderated my consumption accordingly. The days of cheap food are gone in the EU. This is the result of deliberate 'green' policy and
anti russian sanctions. It's really a disaster for anyone who isn't comfortably middle class.
my comment was deleted. I must have hit the jackpot.
@@MetaView7
Been happening like crazy recently.
Electrical powered agricultural machinery would seem to be an entry point to Europe and the USA. For China. As it does not involve emission problems.
Cheap GPUs will be nice to have. Its practically criminal to hold these high performance GPUs from consumers. Whats going on 🤷
Food-wise, the average Chinese person has been consuming more protein than the average American since 2022. China is doing just fine food-wise.
prices of legacy chips are slowly trending low which will make prices of home appliances, iot applications, medical, farming equipment or any other application not requiring compact sized or energy efficient chips as smartphones, satellites, laptops to be more affordable to middle and lower income demographics.
Mr. Kevin your programs are most informative and are really hitting the nail at the precise area .
As for finicial investment really awaken us .
Only individual who are on the ground can put up such an a good program. I have missed your programs.
Even as the the EV farm equipment. China already producting themstill at its infancy but will catch up thank to all the sanctions.
Another SUPER good info video, thanks Kevin
Jenseng knows, that's why he cashed out 30 billion dollars of his stocks
Former nVidia employee here. He always cashed out, even when stock prices were low.
That is a false news report circulating around. It's impossible to cash out $30 billion at a pop. Even if the CEO owns lots of the stock positions, cashing out that huge amount is a dead giveaway to the public that the company steam is no more which would inevitably lead to an avalanche fall in the stock price. Besides, Jensen's holding in NVIDIA is about $40 billion. Anyhow, he is restricted in how much he can cash out by ownership rules. His actual cashout recently was $165 million when the price hovered around 120 and is currently at 116 on July 20, 2024.
Nvidia has a multi-year backlog.
@@PhoenixBook1898 he probably read long long before the writing on the wall that with China's rise in chip production, good times will gradually go away. He doesn not want to put all his eggs in the same basket so he cashes out as much as he can regularly as he can't cash them all at once especially when/if the company will be in dire straits.
American cropping software cost and restrictions are not appreciated in Australia either, if high tech open source was available they might lose this market too.
Perfect, Monopoly goes hand to hand with imperialism... so, since the empire is death, of course the monopolies are crashing, next step, google
Look up all food produce, crops, fruits.. China is a big player and we in Malaysia get a lot of food items on shelves from China..leeks, broccoli, oranges, cotton products etc
The sanctions has fueled the chinese spirit to fight and win.😂
America's Make America Great Again or American First strategy is a Small Market/Garden High Wall (小園高牆) strategy。With such a view scope, does the America look like a world leader or number one in economy, R&D, or any other field?
We were joking that it's hard to prevent the US populace from seeing the flourishing elsewhere.... unless of course, you install the new 'iron curtain'. Then yes, you can convince your people that you are the world leader and #1. Ah, the irony.
👍Thanks -- fresh and informative (and clear). 👍
"Be Good" liked that
It seems this applies to all the cloud base companies as described by Yanis Varoufakis in his cloud feudalism thesis, including Amazon, Microsoft, Meta, Google etc. Also another way to look at this issue is that these companies and others like Nvidia and even Apple are good companies, but they are just way overpriced…a bit of the classic pump and dump.
We don’t really need more food.
You need a new system.
I don’t think he knows how valuable the information he is providing is to investors here in the US. Or maybe this is the only way for him to get this information to its intended target audience “the state department” without getting locked up for espionage in China. Either way very important information for the right person.
The CCP follows every for foreigner. They know what he's saying every second of the day. They have something on him.
Thank you, Kevin, for your excellent informative videos. I have been trying to share your video with a highly educated professor who has bought the mainstream media messages that China's not innovative, steals IP and US technologies.
Huawei’s Ascend 910B has a much better performance than NVidia’s AI chips despite of the export limitation by the USA. China is now producing all kinds of chips from the legacy chips at very low prices and enhanced performance to the most sophisticated AI chips in the world. The USA’s chips giants are losing money as they are losing the market and revenues from exports to the biggest market in the world. The “shake out” is just around the corner.
Uncle Sam is digging his own graveyard
SANY took the dozer and excavator markets by storm. Now we're seeing SANY heavy trucks on the roads here in the Caribbean.
Photonic chips. For the record fibre optics were were invented in China. Chinese have deep understanding of photonic semiconductor/light transfer chips.
BS
It's "Science" and as such, it's SLIGHTLY more complicated.
.
Involving
A Frenchman
Irishman
Punjabi (US citizen?)
Englishman
Chinese man, working with an American.
US glass company.
I live in rural Texas and a great many of my neighbors have Mahindra or Kubota tractors.
does it come with 56 tits and saree
Nvidia is/will be in trouble. Very curious when the broader market will see this. Many people don't believe China will have a good semi market (I'm somewhat in the sector, and all my colleagues laugh this issue away). But I can say the threat is real, and will be there sooner then later. The same will happen (in less then a decade!) then what happened to the electrical vehicles.
"Thesis" is the modern word for scam.
and that would probably be the final blow to the x86-64 architecture as well, which would be devastating for intel and AMD
Soon Jensen will have to buy a low cost jacket from the 2nd hand thrift shop.
I don't he need another leather jacket anymore, as his wife has a warehouse of black leather jacket ready😂😂😂
It’s an interesting place that we are in. At a time when the US and Europe are “de-risking” in their exposure to dependence on trade with China, China and the BRICS are de-risking in their exposure to their dependence on the US dollar and the Euro.
There’s a new divide appearing on the horizon.
Thank you Kevin for another very informative video.
The topic of food production and prices is extremely important.
Your narration is simple and.clear,vocal also is comfortable for the ears. easy to understand,comprehensive and truthful. Nice
I want you to know that i live for these daily uploads and analysis and share them as far and wide as i can
Have you noticed a tendency for the algorithm (?) to block comments with certain phrases?
Some people buy stock to support companies that are in sectors in which they believe. Buying shares of their stocks doesn't actually increase their productivity or their profits.
Great one, as usual. Good Sunday to all
Sunday? Where are you. 😂😂 we in Saturday in Denmark
Still Saturday in Ireland. 🇮🇪
@@remix-yy1hs Haha I live in East Asia sorry about that
China already has unveiled "proof of Principle" photonic hardware, and with the current level of investment in this technology ($ 47.5 billion) they are certainly going to see results (seeing as their investment strategies are far more effective than those in the West)
Invest in the financial markets before retiring by diversifying across assets, allocating a small portion of your portfolio, staying updated on market trends, and considering long-term holding to balance risk and growth
I feel sympathy for our country, low income people are now suffering to survive yet inflation and recession keep increasing daily, many families can't even enhance the good cost of living anymore. You've helped me a lot Sir Brian! Imagine I invested $50,000 and received $190,500 after 14 days
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.
Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things
Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit
Wow.. Great analysis Kevin..
What a wonderful Micro analysis of companies and Macro analysis of how food prices are dropping while only increasing in three countries, much better to find out what is going on technical charts than indicators.
Hi Kevin you help me get through my day ，thank you
Another insightful video .. well done Kevin
Excellent video, thank you.👏
SA - Brazil - Africa - Zimbabwe - Russia's big lands - and so many poor countries with quality low price machinery (plus their own energy) and good infrastructure projects can feed themselves .. world harmony would help .. but US driven sanctions and colonial country resource theft has been keeping them from food security
Kevin you are always spot on😂😂😂
You need to make some shorts that can be shared. Thank you
Using USD10million farming equipments to produce,harvest,etc wheat or corn as compared to USD2million equipments ,
what do you think will be more costly in the end products ?
Thats just one of the reasons why western and US products are NOT competitive.
Thanks 👍
We are getting double screwed in the west....😮😮😮
ln summary, John Deer, CNH, and NVDA are not good buys.
China is playing GO 😮 😊
not many people have realized it yet. They are bringing in all the chess grandmasters thinking they have the game wrapped up.
and yet the west wanna contain china 😂😂😂
@@fannyalbi9040 And what should the west do? China could be seen as simply leveraging its competitive advantages to get rich; or they are locusts set on destroying the economies and livelihoods of westerners. And is there a difference, from a western POV?
GO?
Chinese play Wei-Qi.
You goto JPN.
west equipment is over price
Everything is, ranging from home appliances to medical equipment. They are making too much profit! MRI machine, a western monopoly, cost much for ordinary people to use, is now produced by China at about a fraction of the cost (may be less than 20%). The maintenance cost is also largely reduced.
John Deere stock chart made a spike in 2020 because the Chinese were buying heavily, including used machines. Every Chinese video of farm scenes has an iconic green and yellow John Deere tractor in it.
The funny thing is, that's the same time Blinken was accusing China of forced labor in Xinjiang cotton fields.
Mirror the examples here with the US "Legacy EV vs Tesla" situation.
Tesla came with First Principles design and a multi-decade plan.
Same effect.
another great update, thank you!
Yes Huawei latest chip is very competitive to NVIDIA premium chip on AI.
Just watched a video in Chinese on the above topic. Its more in depth though.
Suggestion.
Anastasi in tech.
Great (expert ) insight into Semiconductors
If globalization creates low prices and higher standards of living in the West then de-globalization should result in higher prices and lower standards of living in the West.
The emerging market economies should continue to benefit from trading with China resulting in lower prices and higher standards of living in the emerging market economies.
WHY do you assume "Deglobalization" will happen?
No company has a truly "Global" market today (coughtariffscough)
The US think they can block here and there. But they never realized they are putting a hangman hook around their own neck. Some of the US polices makes me laugh. OVER PRODUCTION, OVER CAPCITY??? This is what we want. More produces to get lower the price.
Happy for China. Before 1900 the U.S. industrial base was like China's. Strong competition and lower prices and better products to boost sales. Now only a handful of legacy companies who are competition challenged. Go with China and profit.
In the US, top management of major industrial corporations hold MBA’s and law degrees while in China they hold science and engineering degrees.
@kiyoshitakeda452 You are clueless about the US history.
Another great video.
You're fastly becoming my favorite American who's giving realworld advice on the geo-economic analysis of China vs US
Those agriculture machines from China are non Euro5 compliant, hence, it has been shut out from the Western World. It does not matter to China as these machines are exported to Africa and other third world countries. If US and EU continue to enforce regulations like they did to Huawei, China will be force to manufacture Euro 5 or 6 with profit to spare even with high tariff.
Love facts!!!
NVDIA's final practical working in the markets is akin to a moniker envy'dia
Just a thought, But what happens if Chinese engineers visit the many Agricultural manufacturers, pick the best in each category and convert all factories to produce those machines? (With the best aspects of others incorporated)
Suddenly there's a "Standard" Unit across the whole "Emerging Market".
china no longer uses the communist production model
It uses competitive advantage, but also do not see copying as bad. Re inventing the wheel is rarely a good idea.
@@terryandrews49
Doesn't have to be a "Mandate" (topical word 😉)
If a spirit of cooperation works, there's one county likely to do it voluntarily for the common good
Great content. There is no coverage of how Chinese farming equipment is helping farming in Latin America and elsewhere feed the world. Affordable food is important to global stability.
looks like Jensen has to buy a cheap jacket...
A lot of the "problems" that get reported out of China... might just be the result of China being ruthlessly pragmatic. In terms of markets, it is actually more capitalistic to allow for companies that do not succeed to fail or at least to allow for dead branches to fall off. It is, ironically, more socialistic/communistic for governments to prop up companies that otherwise would fail in a free market and bail out legacy banks and automobile makers with the concept of "too big to fail". Some aspects of capitalism involve failure and accepting failure which are not very pleasant experiences. However, this aspect of free market competition is actually quite vital for improving the overall quality of goods and services. It's kind of funny how in some aspects of things, a "communist" country like China seems to follow the capitalist model ruthlessly to a T, while a "capitalist" country like the U.S. seems to follow the old communist model of running things. Oh, and then both sides will accuse the other side of being bad for being capitalist/communist in a rather slapstick fashion.
I just couldn't help laughing that the company is named "MORDOR" intelligence. Their CEO must be Mr Sauron.
Good video by the way.
Humans need to eat LESS wheat, corn and soy. Not proper human food. Eat beer, pork, chicken and eggs
The US would have said these are “trade barriers” if the US companies can’t/won’t modify their products to suit the foreign markets. Back in the 80’s use cited Japan for “structural impediments” for closed off its market to US imports. Subsequently, Japan opened the door for US left-hand drive vehicles to be sold and driven on Japanese streets. But even that, there are very few US cars in Japan (maybe with Tesla things have changed a bit).