On Sunday, Trump met with European Commission President Ursula von der Leyen and finalized a major trade deal with the EU—just ahead of his self-declared August 1st “tariff deadline.” This came right after the U.S. also wrapped up its deal with Japan last week. With these two agreements in place, the U.S. has now locked in trade deals with almost all major economies—except China. So while Trump’s aggressive tariff campaign may seem to have paused for now, the ripple effects and longer-term risks are far from over. What's in the Deals? In the EU$Vanguard FTSE Europe ETF(VGK)$ deal, the U.S. agreed to impose a flat 15% tariff on goods imported from the EU—including most vehicles—which is much lower than the previously threatened 30%. But there’s stil
$Tesla Motors(TSLA)$ Tesla CEO Elon Musk said the U.S. automaker had signed a $16.5 billion deal to source chips from Samsung Electronics (005930.KS), a move expected to bolster the South Korean tech giant's loss-making contract manufacturing business. Samsung's giant new Texas fab will be dedicated to making Tesla's next-generation AI6 chip. The strategic importance of this is hard to overstate," Musk said in a post on X on Monday. Tesla is designing its own in-house AI chips (like Dojo and now AI6) to power: • Full Self-Driving (FSD) computers • Dojo supercomputer training clusters • Robotaxi & future AI initiatives This Samsung deal ensures a reliable, long-term chip supply until 2033—vital in a world wh
Weekly Buybacks: ISOTeam, Rex International & Hiap Seng Industrie Professional directors raise stake
Director TransactionsOver the five trading sessions around 50 director interests and substantial shareholdings were filed. Across more than 20 primary-listed stocks, Directors or CEOs reported three acquisitions and no disposals, while substantial shareholders recorded nine acquisitions and six disposals. 1. $ISOTeam(5WF.SI)$ The Ginko-AGT Global Growth Fund increased its direct interest in ISOTeam to above the 5.00% substantial shareholder threshold on July 15. The transaction saw 5,986,600 shares acquired at S$0.086 apiece. 2. $Rex Intl(5WH.SI)$ American Century Investment increased its direct interest in Rex International Holding to above the 5.00% substantial shareholder thresh
$Advanced Micro Devices(AMD)$ 's transformation strategy is impressive! As a rare leader in both CPU and GPU markets, its growth potential is boundless. May your investments soar, like AMD's stock—profitable and unstoppable!
$SMIC(00981)$ is crushing it! China's chip champion with policy tailwinds and tech breakthroughs. This run is just getting started—hold for the long game! Wishing fellow investors big gains in the semiconductor boom!
$BABA-W(09988)$ turning around! E-commerce foundation strong, cloud growth promising. Valuation rebound just starting—hold tight! Wishing everyone profits from the comeback. Cheers to green days ahead!