US Navy is Opening the Strait of Hormuz

President Trump announced today (March 3) that the Navy will begin escorting tankers through the Strait if needed, and the U.S. government will provide political-risk insurance so commercial ships can operate. This is modeled directly on the 1987–88 Operation Earnest Will tanker convoy system during the Iran-Iraq Tanker War. Oil tankers are waiting by Oman …

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Massive Combat Range Boost for F-22 Stealth And Other Stealth Fighters

The new Low Drag Tank and Pylon (LDTP) system for the F-22 can (and likely will, in adapted form) be used on the F-47 (Boeing’s NGAD sixth-gen fighter), F-35, and other stealth platforms to significantly boost range options while keeping stealth at a reasonable high level for contested operations. This is based on the program’s …

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BYD Half as Many Cars Sold in January from December With Tough Competition from Geely

BYD NEVs include both passenger and commercial vehicles recorded January sales of 205,518 units, down 30.67% year-on-year and down 50.45% month-on-month. BYD’s January sales of passenger battery electric vehicles (BEVs) totaled 83,249 units, down 33.60% year-on-year and down 56.35% from December. BYD’s power battery and energy storage battery installations in January totaled about 20.187 GWh, …

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Is It OK for BYD to Burn $10 Billion Because of Negative Cashflow? OpenAI Burns $8 Billion

When I ask AI If having negative cashflow of $10 billion is a good thing, the AI says it can be strategically OK. IF the company was rapidly expanding with new factories or investing for major growth. Is Burning >$10.3 Billion in Cash “Good” or “OK”? It depends entirely on context, stage, and strategy—it’s rarely …

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America’s AI Strategy: Infrastructure, Regulation, and Global Competition

The cost of infrastructure build-out, energy challenges Massive data center/GPU buildout driven by real demand (no “dark GPUs”—all utilized for tokens/AI apps like chatbots/coding). Unlike dot-com fiber overbuild (unused “dark fiber”), current demand sustains growth; added ~2% to 2025 GDP, expected similar in 2026. Trump’s AI plan has 3 pillars—out-innovate, build infrastructure, export U.S. tech …

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Atlanta Federal Reserve Estimates USA GDP at 5.3% and is Ahead of China

The latest GDPNow USA GPD estimate is 5.3 percent — January 14, 2026. U.S. Commerce Secretary Howard Lutnick said on Tuesday he expected first quarter GDP growth in the United States would exceed 5% in the first quarter of 2026, adding that its interest rates were too high and were holding back stronger growth. The …

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China Will Close the Semiconductor Gap After EUV Lithography Breakthrough

China has built a prototype EUV (extreme ultraviolent) lithography machine in a high-security laboratory in Shenzhen. They had a semiconductor Manhattan Project”. The prototype was completed in early 2025 and is now undergoing testing. It occupies nearly an entire factory floor and was assembled using reverse-engineered components. Ramp-up timeline Functional for chip production around 2028. …

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