Video: China provides AI as a new ‘public good’ to the world! 視頻有中英文字幕: 中國AI供全球「新公共產品」！三大重點項目「揭開終極目標」！沈逸：美落後「工業體系競爭」！中國率先「全球一體」 主持人：Summer 嘉宾：復旦大學國際政治系教授 沈逸
Economist Steve Keen says the one word Western pundits cannot handle: China. And Kevin O’Leary completely lost the plot.
What follows is a masterclass in Western denial. Keen brings up measurable outcomes, poverty reduction, infrastructure, functional cities, rising living standards for the average person. O’Leary responds with… the American Dream. Barbed wire. Freedom. Abstractions that sound noble and deliver nothing to the homeless encampments in San Francisco or the crumbling bridges in Pittsburgh.
If your entire argument for your system is that people drown crossing rivers to get in, but your cities are full of tents and your trains don’t run and your infrastructure is rotting, maybe it’s time to ask whether the brand still matches the product.
Video: Billionaire’s doomsday warning: The biggest bubble in history is about to burst—I’ve sold all my stocks! 60% of AI data center projects have been canceled due to power shortages. 影片有中英文字幕: 亿万富翁末日警告： 史上最大泡沫要崩了，我把股票全卖了！AI数据中心60%取消因爲缺電！中國AI是美國1/10收費，而且中國電費是美國1/3價格，有源源不斷的電力供應，中国成为更便宜第二选择. 不要把投資全部放在美國，中國和亞洲是首選，房地產更不要全部投放在美國(蔡永強和他的不少客人已經在中國大灣區買了房產作為退休之用，同樣一線城市中心無敵海景或湖景的房子是夏威夷和舊金山1/10價格，而且不需要每年付樓價的2%地稅)
Chinese AI costs only one-tenth of what the US charges, and with electricity prices in China at one-third of US rates alongside a reliable, uninterrupted power supply, China is emerging as the cheaper second choice. Don’t put all your investments in the US; China and Asia are the top priorities, and you definitely shouldn’t park all your real estate investments in the US either.
At my birthday party at 華記 Milbrae last week I overhead discussion on hot Korean market and guarantee win?! on certain Korean high tech stocks, so I checked with a couple of friends who used to manage Korean focus mutual funds about the discussions. Both laugh and said if I am their friends ask them to stop, if I hated them tells them to buy more! Good friends treated me to such a beautiful dinner. Therefore I should share with them what I know and it is up to them! They added US stock market is not far behind. They are 100% cash. I have also find two good collaborations video for your viewing pleasure! 上個禮拜我喺Milbrae嘅華記搞生日派對嗰陣，聽到同枱喺度討論韓國股市好火熱，仲話某啲韓國高科技股「必贏」？！於是我就同幾個以前管理過韓國主題互惠基金嘅朋友請教吓呢啲討論。佢哋兩個都笑咗，話如果嗰啲人係佢哋朋友，就叫佢哋停手；如果我憎嗰啲人，就叫佢哋買多啲！好朋友請我食咗餐咁靚嘅晚飯，所以我應該同佢哋分享我知嘅嘢，至於點做就由佢哋自己決定！佢哋仲補充話，美股都唔會落後太多。佢哋而家係100%現金。我亦都搵咗兩條正嘅影片俾大家慢慢欣賞！
South Korea Thought It Was a Bull Market. Wall Street Knew Otherwise. As of July 2026, South Korea’s KOSPI index has triggered its 7th circuit breaker of the year. On the surface, it looks like a volatile bull market. Underneath, it’s a precisely engineered harvest three years in the making. 320,000 Korean households poured their savings into the market. Some leveraged their children’s tuition fees. Some borrowed against life insurance policies. Some genuinely believed protecting the national economy was their patriotic duty — then overnight, their principal was wiped to zero. This wasn’t bad luck. This was a pump-and-dump scheme Wall Street began building in 2023. First, quietly accumulate positions. Then manufacture a narrative — “HBM is South Korea’s national destiny.” Wait for the entire nation to go all-in with borrowed money. Then exit in waves. Then release the bad news. Then harvest. What makes this even more alarming: South Korea lived through exactly this same playbook in 1997. This time, they walked right back in. What’s happening next door is not just someone else’s story. 南韓以為這是一場牛市，華爾街卻早已知道結局。截至 2026 年 7 月，南韓 KOSPI 指數今年已經觸發第 7 次熔斷機制。表面上，這看起來像是一場劇烈波動的牛市；但在表象之下，卻是一場歷時三年、精心設計的收割行動。32 萬個南韓家庭把畢生積蓄投入股市。有人拿孩子的學費下注；有人以壽險保單抵押借款；也有人真心相信，守護國家經濟是自己應盡的愛國責任——然而一夕之間，本金歸零。這不是運氣不好。這是一場華爾街自 2023 年便開始布局的「拉高出貨」（Pump and Dump）計畫。先悄悄建立部位。再打造一套敘事——「HBM（高頻寬記憶體）就是南韓的國家命運。」等待全民借錢進場、全力押注。接著分批出場。然後釋放利空消息。最後完成收割。更令人警惕的是：南韓早在 1997 年就曾經歷過幾乎一模一樣的劇本。而這一次，他們又一次走了回去。正在我們隔壁發生的事，並不只是別人的故事。
Johnson Choi Biz 