To The Moon

News and my thoughts from last week (24Feb2025)

“In a world where Tesla Robotaxi exists, Uber is worthless.” - X user Farzad. This hinges on FSD which is getting better over time. There would be other concerns that need to be addressed including data privacy, data security (so that the robotaxi are difficult to hack), supporting legalities, charging infrastructure and more. Robotaxi would be safer. There can be a new business like new tourism opportunities to be uncovered. This can disrupt industries like train and even air travel.

President Trump has officially halted ALL weapon shipments to Ukraine. Do you think this is the right move? - X user TaraBull

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By 2100, Russia and Ukraine will lose 40M people, accelerating Eastern Europe’s population decline. Meanwhile, tiny Monaco is set to grow the most (+24%), one of just seven European countries projected to see an increase. - Visual Capitalist

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Bybit's CEO says that over $1.4 billion worth of Ethereum and other assets have been "hacked" from the exchange. The funds have begun to move to new addresses where they are being sold. So far, $200M ETH has been sold, per Arkham Intelligence. - X user The Kobeissi Letter

Automaker and supplier executives used quarterly earnings calls and investor events to warn of higher costs, reduced new-vehicle demand, increased production volatility and renewed supply chain chaos - Autonews CN

Secretary of Defense Pete Hegseth has EVICTED CNN from the Pentagon.

Leading DRAM makers — Micron, Samsung, and SK hynix — may cease production of DDR3 and DDR4 memory by the end of the year. The decision is due to low prices caused by dumping (by Chinese makers) and declining demand - Tom’s Hardware

The biggest refiners, Marathon Petroleum, Valero Energy, and Phillips 66, continued to lose profitability due to falling refining margins. - Oil Price

DOGE Finds $4.7 Trillion In Virtually Untraceable Treasury Payments

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Source: CNA

The Singapore government is studying the options for nuclear energy.

"Europe is waking up to the urgency of its need to be in a better position to defend itself — including from the Trump administration," per Bloomberg.

@TigerStars

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