aceit.app

#Ace It | Application Meta

#AI chip market | AI ecosystem | Enterprise PC | Computer vision platform | System integrator | AI software | Scalable systems | LLM model | Enterprise data | AI functions | AI agents | PCI Express add-in card | TFLOPS | HBM2e | Matrix multiplication engine | RDMA NICs | AI Accelerator card

#AI compliance | Trump vowed to cut burdensome rules and red tape | Smaller innovative AI start-ups do not have to spend resources on compliance

#AI data centers | Access to electricity | Plugging data center directly into nuclear reactor | AI becoming national security issue

#App monetization

#Digital Wallet

#Green Power

#Booming Ecommerce Demand

#Payment Economy

#Robots For Distribution Centers

#Labor Shortages

#Smart Contract

#Gauge

#Bond Market

#Recession

#Yields

#Treasury Notes

#Securities

#Investor Demand

#Money Return

#Federal Reserve

#Yield Curve

#Strategist

#Interest Rates

#Market Participant

#Sustainability

#Odds

#Economic Scene

#Market Capitalization

#Councelling Clients About Mortgages

#Mortgage Navigation

#Central Bank | Interest Rate Cuts

#GoldMining | Safehaven | GeopoliticalbTension

#Uranium | Nuclear Energy industry | Dormant Mines Re Opening | In Situ Mining | Paleochannel Model

#Rare Earths

#Critical Minerals

#Lithium | Lithium processing refinery | Spodumene feedstock | Metallurgical laboratory | Impurities | Calcination | Sulphation | Leaching | Impurity removal | Precipitation | Fnal purification | Battery-grade product

#Global Cooling Pledge

#Cooling Related Emissions

#Air Conditioner

#Cooling Emissions

#Integrating Solar Energy Into Building Design

#Environment Social Governance (ESG)

#Carbon Footprint

#Energy Usage

#Biodiversity

#Ethical Sourcing

#Supply Chain Integrity

#Long Term Investor

#Climate Reporting Obligations

#Scope Emissions

#Generative AI

#Universal Scene Description (USD)

#Sustainability Indices

#SEO Generative AI

#Single Cell Multi Omics

#Pooled Perturbations

#Targeted Delivery Systems

#Cellular Reprogramming

#Plasma Inspired Therapeutics

#Autophagy

#Urban Resiliency

#Robotics

#Copper price: topped US$10,000 per tonne | Essential for electricity | Wind farms use copper | Electic vehicle requires 78kg of copper | 10 years from prospecting for copper to first production

#Fractional shares: you can invest with as little as US$5 instead of US$1000 share price

#Nasdaq: rose 44% in 2023 fuelled by investor excitement around artificial intelligence

#Bear market: investment managers starr to buy and company shares start to rebound

#Soar: to rise quicly to high level | Stock: Utilities and gold soared

#TrackIT | The value chain for Made in Italy traceability

#Blockchain

#Climate station

#Cooling center

#Heat wave

#Heatstroke

#1550nm LiDAR | Advantages: safety, range, and performance in various environmental conditions | Enhanced Eye Safety: absorbed more efficiently by cornea and lens of eye, preventing light from reaching sensitive retina | Longer Detection Range | Improved Performance in Adverse Weather Conditions such as as fog, rain, or dust | Reduced Interference from Sunlight and Other Light Sources | More expensive due to complexity and lower production volumes of their components

#Consolidated revenue | Total revenue of company and its subsidiaries, calculated on consolidated basis according to Generally Accepted Accounting Principles (GAAP)

#Adjusted EBIT | Financial metric that represents earnings before interest and taxes | Adjusted for certain items to provide clearer view of company operational performance.| Excludes charges related to restructuring, stock-based compensation, intangible asset impairments, and other extraordinary or non-recurring events

#Adjusted EBIT margin of Industrial Activities

#Financial expenses

#Income tax expense

#Free cash flow of Industrial Activities

#Available liquidity

#Sustainbility

#Digital Currency

#Digital Dollar

#GAAP gross margin

#Open interest | Total number of outstanding contracts not yet been settled | Representing the sum of contracts investors have placed but not yet closed

#Dogecoin | Cryptocurrency | No supply limit | 5 billion new coins entering circulation annually | Block time is just one minute | Scrypt algorithm | Accessible for mining with regular GPU | Elon Musk | Donald Trump

#California wildfire assets | California National Guard | Curfews | Evacuation bags | Firefighters | Firefighting helicopter | Fire maps | Evacuation zones | Feeding centers | Heavy-lift helicopter | LiDAR technology to create detailed 3D maps of high-risk areas | LAFD (Los Angeles Fire Department) | Los Angeles County Sheriff Department | Los Angeles County Medical Examiner | National Oceanic and Atmospheric Administration | Recycled water irrigation reservoirs | Satellites for wildfire detection | Sensor network of LAFD | Smoke forecast

#Stucco rendering | Textured finish made from lime, sand, pebbles, and cement

#Flame-resistant property

#Sovereign wealth funds (SWFs) | State-owned investment funds | Manage financial assets such as stocks, bonds, real estate, or other investments

#Antimony (chemical symbol Sb, atomic number 51) | Alloys (with lead for batteries and solder) | Flame retardants | Semiconductors

#Niobium | Strengthening steel alloys without adding significant weight | Superconductors for scientific equipment and particle accelerators | Advanced ceramics | Next-generation lithium-ion batteries | Brazil dominates global niobium production (90%) | China discovered niobobaotite

#Rare earth elements (REEs) | Group of 17 metallic elements | 15 lanthanides, scandium, and yttrium | Electronics | Renewable energy (wind turbines) | Military technologies | Catalysts | China holds the largest reserves of rare earths, followed by Greenland and the U.S

#Gallium (symbol Ga, atomic number 31) | Semiconductors (LEDs) | Alloys with low melting points, and high-temperature thermometers

#Lithium| Key component in lithium-ion batteries, widely used in EVs due to their high energy density, long lifespan, and efficiency

#Boron | Enhance lithium-ion battery performance by improving battery life, stability, and lifecycle management | Used in electrolytes, anodes, and cathodes

#Graphite | Batteries

#Tungsten | Symbol W | Atomic number 74 | Alloys: Enhances strength and hardness in steels | Military Applications: In penetrating projectiles due to its hardness and density

#War stocks | Doing well out of increased geopolitical turmoil | Global defence industry is huge consumer of critical metals, metals and minerals | Weighting towards energy transition underperformed lithium and uranium stocks messed with their investment performance

#Liberation Day

#Tariffs

#Rising costs

#Reduced predictability

#Reshaping of global commerce

#Tariffs create drag – on growth, on margins, and on the broader investment climate

#Global supply chains cannot reroute overnight

#Reintroduction of barriers, especially ones that shift with political mood, forces companies to rethink operations, relocate production, and reassess markets

#Inflation is likely to rise

#Input costs increase, transportation costs rise, imported goods become more expensive

#Australia, one of the US closest partners, has been openly targeted | Alignment no longer guarantees stability | Market assumptions about trade security and access are now subject to disruption, regardless of partnership history

#Multinationals with distributed production models are facing complex questions such as where will new tariffs fall next

#For investors, the priority must now be active positioning | Supply-chain vulnerability needs to be reassessed | Countries with low political exposure and domestic demand resilience are likely to see increased capital flow | Sectors focused on regional production, infrastructure, and commodity security could gain relevance as the global map is redrawn

#Portfolio diversification with geopolitical discipline | Investors can no longer rely on economic logic alone to drive returns

#Policy risk | Must be treated with the same urgency as credit or currency exposure

#Global trade reordering | Implications extending well beyond markets | It affects how governments borrow | How inflation is managed | How currencies behave | How growth is distributed

#Signal sent by trade tarif introduction is lasting | It tells the world that political imperatives can now override economic alignment | Policy predictability is no longer a given | Global trade is no longer anchored in consensus, it is being shaped by leverage, retaliation, and shifting alliances | The new operating environment | Investors need to meet it head-on

#President Trump imposed a baseline 10% tariff on imports from all countries | 34% on China | 46% on Vietnam | 26% on India

#Free and unfettered trade lowers prices for consumers and thereby maximizes consumption

#Free trade is often an illusion

#Tariff signs | Apple investing $500 billion in the U.S | Johnson & Johnson $55 billion | Nvidia several hundred billion dollars

#Certain medical devices, semiconductors, pharmaceuticals and gold are also, so far, exempt from reciprocal customs duties

#For China, the 34% is on top of existing rates, meaning Chinese goods will be hit with tariffs of 54%

#US tariff winners | 10%: Australia, Brazil, UK | NAFTA: only on things not covered by the United States-Mexico-Canada Agreement | Zero 0%: Russia, Belarus

#US tariff loosers | China: 54% | Vietnam: 46% | Taiwan 32% | Switzerland: 32% | India: 27% | South Korea 26% | European Union: 20%

#Trumponomist | Toxic uncertainty to the global economy | It is not going to go away | Global economy is a perpetual uncertainty machine | One period of uncertainty feeds into another