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Posted

Behold, the fee market! 

https://www.ft.com/content/cd1a0729-a8ab-41e1-a4d2-8907f4c01cac

The US official said Nvidia agreed to share 15 per cent of the revenues from H20 chip sales in China and AMD would provide the same percentage from MI308 chip revenues. Two people familiar with the arrangement said the Trump administration had not yet determined how to use the money.

The Financial Times reported that the commerce department started issuing H20 export licences on Friday, two days after Nvidia chief executive Jensen Huang met President Donald Trump. The US official said the administration had also started issuing licences for AMD’s China chip.

The quid pro quo arrangement is unprecedented. According to export control experts, no US company has ever agreed to pay a portion of their revenues to obtain export licences.

But the deal fits a pattern in the Trump administration where the president urges companies to take measures, such as domestic investments, for example, to prevent the imposition of tariffs in an effort to bring in jobs and revenue to America

  • Rage+1 2
Posted
25 minutes ago, Nivek said:

Nvidia seems to be going up which is a bit of a surprise given the vig they are forced to pay.  

opening a new market for them (and AMD). it's really bad policy but the 15% royalty opens up China to US AI chip makers then here comes billions...

  • Hook 'Em 2
Posted
1 hour ago, Tailgate said:

Keep an eye on cannabis stocks as it looks like this admin will possibly be decriminalizing it. Good meetings went down Friday.

CGC

TLRY

VFF

image.jpeg.fea9f3bab07a209e9dc5616397961635.jpeg

 

  • Haha 5
Posted
On 8/11/2025 at 7:59 AM, Tailgate said:

Keep an eye on cannabis stocks as it looks like this admin will possibly be decriminalizing it. 

I appreciate the optimism but that'll never happen under the fascist thumb.

  • 2 weeks later...
Posted

Erbody happy that J-Pow hinted that he did not rule out a rate cut.

I would bet a beer that when the September 11 CPI report comes out it will give enough data that J-Pow will see the Market expecting to kick a winning field goal and instead go IMG_5104.gif.c51c78f0d2bef830b295a0cf1b6b70d3.gif

“due to concerning reduced employment  data - and increasing tariff-related inflationary pressure -  it is prudent to stay the present course and not to reduce rates at this time” the following week. 

 

Posted
JPow setting up the dotard for the ultimate rug pull.  It will be hilarious.

I think Dotard gets a rate cut before the EOY. not a fan by any means but goddamn is he one of the most-effective bullies out there. mf really just gets what he wants
Posted
12 minutes ago, Dbeasy said:

No, the Fed has become politicized. The cut is happening whether it should happen or not. 

So - if we have a shitty August jobs report September 5, then we do a small rate cut to help the jobs numbers, so when the next month or two inflation from tariffs catches up with us, we raise rates again?

If Trump has his people they can get rich timing the good and bad news. Not that he would ever do that.

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