저자: 미상 · 외국인
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트럼프의 무역 협정 이후 AMD의 중국향 MI308 칩 수출 재개가 호재로 제시되며, 중국 매출 비중 약 24%를 근거로 듦. 제이미 다이먼의 비트코인 입장 변화(담보 대출 검토)를 비트코인 자산성 인정 신호로 해석. 달러 숏 쏠림에 대해 진행자는 달러가 오히려 강세로 갈 것이라는 개인 견해를 밝힘. 트럼프-파월 연준 청사 신축 비용 논쟁과 파월 사임 요구도 다룸.
다듬은 글
Have you ever wonder wondered what are the blessings of the treat the trade deals that Trump made the last couple the last two or three months? Are there any positive effects of those deals on AI companies or corporations in the US? Jimmy Diamond hated Bitcoin but he loves it now. What is why is this flip?
And the other question is who is Jimmy Diamond? Jimmy Diamond is the CEO of JP Morgan, maybe the largest bank all over the world. Actually, it processes about trillion dollars of payments across 60 countries in 120 different currencies. Have you ever wondered what would happen if a if a US president tried to fire the Federal Reserve?
Obviously, Trump and Powell. I have spent hours and hours digging into the last financial news and economic news and I will be giving you legistible bill in this 15 minutes video to stay up to date until 13th of July 2025. So according to this resource, President Trump has called actually to called for Federal Reserve which is Jerham Powell to resign immediately.
Why is that? Because actually there are some allegations that Powell has had been in like has had political bias and the deceptive testimony about renovations of the Federal Reserve headquarters in Washington DC. I'm going actually to go into that in details at the at the end of the video. Secondly, here is a picture of Jimmy Diamond which that that was taken 2017.
Actually, he was warning traders at his bank GP Morgan of being fired if they are going to trade Bitcoin. However, now now we are seeing we are seeing that Jimmy Diamond is taking a whole different approach to the resource here could I'm quoting here like Jimmy Morgan CEO Jimmy Diamond said today he he doesn't get the appeal of stable coins but he also can't afford to stay on the sidelines.
Why is that? Because actually there are huge billions of dollars are being invested on that on that field cryptocurrencies and this kind of stuff. So but actually like he's really late to the party if you are get if you are comparing between 2017 prices of Bitcoin and now there's a huge difference but he he made that flop in order to like not miss out.
Well, actually, he's not only on the sidelines here. He's he's invested in that in that field wholeheartedly because according to that piece of of news as well, actually GB Morgan now is could start lending against cryptocurrencies. In other words, they would be lending the US dollars in in like in collateral of bitcoins.
And this is a huge thing because this is actually like an awareness or like or this is actually a recognition from the banks that actually Bitcoin now is a really asset is a real asset and this is like this is getting serious right now because that now they are lending against them. So obviously Bitcoin has value here according to them obviously.
Now let's go to the fruits of the trade deals that Trump made in the last in the last two months. AMD was a huge corporation in a in AI in in the US. AMD according according to the to to this piece of news AMD is to resume MI 308 chip chipments to China after US approvals. That piece of news came on 15 uh 15th of July 2025.
And actually after that after that piece of information, the stock went up like 3 or 4% that day and it's going up until now. But by now but now let's let's dig even deeper. Why the stock is moving or why is it is it a big deal that Trump after making his after making his like uh his trade deals now there are fruits and there are blessings coming out of them.
Let's let's go to AMD 10K and Mubarak. What's 10K? According to the definition, 10K is the com the annual report that is required by SACE, the Securities and Exchange Commission in the US. Uh that gives like a comprehensive summary of the company's financial performance i.e. bal balance sheet, net income, state, cash flow and like all of the how the management sees the future of the company like their predictions and basically it's a really big deal in the in in US companies and this is all for the 10k let's get back and check some components of it like the glossaryy of the 10k it's like usually it's at the beginning of the report okay now we are going to financial statements and supplemental data Then we're going to the revenue section there.
And then in the revenue section we are seeing we could see like how the revenue is being generated and the geographic like the the geographic locations of that revenues how like what are the countries or the main countries that these revenues are coming from. Okay. So drilling down we are drilling down we are going to the segment.
Oops. We don't want that. Let's go to the geographic the revenues by geographic. So according to the geographic revenue streams, China AMD is actually exporting chips or like electronic chips or whatever the AI the AI thinks that they are exporting they are exporting to China with amount of 6.2 2 billion talking about like it's about 24%.
You're talking about 24% of of its sales to China. So when when the when when when when a trade deal has been made now it's and their shipments actually is being resumed to China that's a big deal for the AMD and this is how we can interpret uh interpret the microeconomic view and the microeconomic view into our stock analysis.
So basically this is 24% of AMD's revenues coming into play again into its revenue streams with the trade deal. Now the stock is outperforming the the the market and the AMD as we are seeing is increasing in value. Fifthly I just want to shed the light on there is like a crowded trade all the street which is shorting the US.
What does that mean? Basically, people are borrowing the US dollars and sell it on the market in anticipation of the US dollar's value going down. Why is that? Because actually as as we we have known in the previous videos, we actually know that the the the like the beautiful bill is going to increase the deficit of the US uh of of of us and that would in turn gets the US dollar weaker more and more.
Okay. So like a lot of like many of Wall Street or like many of traders in Wall Street are now shorting the US dollar. Okay. This is one thing. Another thing actually they they like and the traders or the market knows that one way or another the US like or Trump wants the interest rate to to go even even more to go to go down even more.
So that makes the US dollar weaker and weaker. That's why they are dumping the US dollar now in anticipation of decreases in value. Am I going to take that trade now? To be honest, I don't I don't agree. But this is my personal view. I don't like I don't express my personal views a lot, but I would I would express my personal view.
I wouldn't like I don't think the US dollars is going to go in like lower in value because it's already down and now all the people are saying that the dollar is going more and more like to the downside. I don't think so. They are late to the party and actually I think based on Trump's policies the US dollar is going to get higher in value.
And don't ask me why. I'm going to say my why when that happens. Another updates as well. Uh according to this piece of news like Trump has um there are trade deals between Japan between the US and Japan. And lastly there is a trade deal between the between the US and EU as well. Okay. And lastly, I just want to shed a light the light on like the clash between Trump and and um and Jim Powell in this video in this video.
Uh actually like Trump was just a little bit of context here. Trump was visiting the Federal Reserve uh Federal Reserve the new Federal Reserve building in Washington DC and there was like some sort of clash between them in the video. Let's let's take a Well, thank you very much. We're looking at the construction.
So, we're taking a look and uh it looks like it's about 3.1 billion. It went up a little bit or a lot. Uh so the 2.7 is now 3.1. I'm not aware of that. Yeah, it just came out. Yeah, I haven't heard that from anybody at the Fed. Yeah, it just came out. I know at about 3.1 as well. 3.1 3.1 3.2. This came from us.
Yes. I don't know who does that. You're including the Martin renovation. You just added entire capital. Yeah. You just you just added in a third building is what that is. That's a third building. No, but it's it's a building that's being built. No, it's been it was built five years ago. We finished Martin 5 years ago.
It's part of the overall work. It's not new. So, we're going to take a look. To be honest, I feel sorry for Jon Pal. Okay, this this video is like the tip of the iceberg. In my next video uh in the educational in the in the educational video series, I will be going into the whole details in that thing of the independence between the government and the the central bank.
Don't put high expectations on it, but but I can say that um expect a low key reward prediction error in that video. Now, let's let's check the economic indicators that were released um as the as the picture depicts like we have the core inflation. I'm not going to comment but like let's just like have like a quick glance on them.
core inflation inflation year-over-year. We got the PPI, the retail sales, we got the building permits. We have uh CI as well, the preliminary as the preliminary one. And we have the durable goods order month by month. What we are expecting in terms of economic news that are going to be released until 15th of August.
Uh we have the non4 paralls unemployment rate ISM manufacturing on the 1st of August. We have the nonISM which is ISM services uh P PMI at 5th of August. On 12th 12 12th of August we have inflation and on 14th of August we got the we have the PPI and lastly we have on August on 15th of August we have the retail sales and USCI University of Michigan consumer and if you saw any errors on my video please let me know in the comments and thank you for watching and follow for more. See you.
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