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The US took an unprecedented 15% cut of AI chip exports to China from Nvidia and AMD — a $23B market — in a shift that could ripple through tech & other industries. Sweeping 401k changes may turn everyday investors into the cash exit for stalled private equity deals & secondary markets. Plus, AI warfare ramps up and new US tariffs hit 60+ countries, redrawing the global trade map.
🎯 WHAT YOU'LL LEARN: Why Washington’s tech export deal breaks norms | Risks for 401k investments | How AI is changing espionage faster than defense | Logic behind expanding tariff targets | A financial backdoor that could touch your retirement
📊 TIMESTAMPS:
00:00 Welcome & What’s Ahead
00:39 US Revenue Sharing Deal with Big Tech
03:29 401k Shake-Up — Private Equity & Crypto Enter Retirement
07:59 AI Warfare — Global Espionage & Pentagon Response
10:41 Tariffs on 60+ Countries — US Trade Shift
13:43 Wrapping Up — Key Takeaways & What to Watch
📈 KEY DATA: → Nvidia China revenue: $17B; AMD: $6.2B/year → US Treasury gets ~$3.5B from AI chips share → Avg tariff: 18.6% for 60+ countries → Brazil & India hit with 50% tariffs
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