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Steve_Y

@semiinvestor.bsky.social

An engineer, problem solver, explorer, investor

Steve_Y @semiinvestor.bsky.social · 22/08/2025

What type of industries that IS wants to onshore? Is it Vietnam shoemaking business, is it China/India phone assembly business? No!! US wants aerospace, equip mfg, Pharma, auto, electrical equip., and more! US can only relocate them from where they exist now! Where are they? 1/2

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Steve_Y @semiinvestor.bsky.social · 07/08/2025

If you compare VDL and Modi, who has more cards and who plays better? Let’s see in 3 months again.

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Steve_Y @semiinvestor.bsky.social · 28/07/2025

Well, trade war is not about trade but on job relocation. With VDL’s deal, where will you invest to create high value jobs, as a business owner, EU or U.S.? EU export to US is only 2% of its GDP. For 2%, VDL loses one generation of jobs to Trump, like never before.

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Steve_Y @semiinvestor.bsky.social · 22/07/2025

All China-US trade negotiation sessions are in Europe. China is still hoping Europe could be a neutral location.

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Steve_Y @semiinvestor.bsky.social · 11/07/2025

Trump issued a letter to Canada that their tariff will be at 35%. There are several types of negotiator. 1. MX &VN &UK: big give-in on paper, little on reality but secured certainty 2. CN: all-in retaliation, won TACO game 3. CA: weak vision, hopeless execution - losing. 4. VDL:clueless, lose soon

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