My Thoughts on Current Events

My Thoughts on Current Events

My Thoughts on Current Events


Why AMD's Flexible GPU and Custom CPU Strategy Could Disrupt AVGO and ARM by 2026

24 Apr 2026 2 minute read 0 comments Perfectionist25

AMD has been working on custom chips for years, and I believe that by 2026, this will pose a huge problem for AVGO and ARM. The biggest advantage of #ASICs from the beginning was that they could be designed entirely for specific purposes; this allowe...

RWA Wave: A New Financial System from Tokens to Property Deeds

23 Apr 2026 1 minute read 0 comments Perfectionist25

The financial system is undergoing a silent but profound transformation. At the heart of this change is the Real World Assets (RWA) approach, where real-world assets are digitally redefined. Representing real-world assets such as real estate, bonds,...

Energy: From Efficiency to Security

22 Apr 2026 4 minute read 0 comments Perfectionist25

Although years have passed since the collapse of the "village market" in the famous story we call globalization, it took the villagers quite some time to realize it. The world had already entered the 21st century with a major security crisis; followi...

European Values ​​Won

21 Apr 2026 2 minute read 2 comments Perfectionist25

In Hungary, a former Eastern Bloc country that has become one of the most important actors in the European Union (EU), an era has come to an end. The elections held in Hungary over the weekend, which ended "Orban's 16-year rule," were interpreted wit...

My Thoughts on Current Markets-292

20 Apr 2026 3 minute read 0 comments Perfectionist25

The ceasefire is nearing its expiration date. Negotiations are ongoing, but there's no agreement. Oil has fallen below $100, but is it permanent? US inflation jumped from 2.4% to 3.3% in a single month, and everyone is asking the same question: What...

Grain Storehouse in Danger

19 Apr 2026 3 minute read 0 comments Perfectionist25

When we talk about war pricing, oil is usually the first thing that comes to mind. Then we learned that gas is a bigger issue. Later, it expanded to a bizarre range, from helium to sulfuric acid. A less frequently discussed topic was its impact on fo...

Locked-Down AI Weapons and the Cybersecurity Stocks That Will Survive Agentic AI

18 Apr 2026 2 minute read 1 comment Perfectionist25

I want to talk about Anthropic and OpenAI's security models, which couldn't even be made available for public use. You read that right; Anthropic and OpenAI can't make this model available for public use. The reason is this: these security tools can...

The US and the Illusion of Power

17 Apr 2026 4 minute read 0 comments Perfectionist25

Human history is full of examples showing that the fundamental reason for the unexpected defeats of great powers is miscalculation. Napoleon's Russian campaign, Hitler's Operation Barbarossa in Soviet territory, the US war in Vietnam, and the Soviet...

Will The Increased Costs In The Automotive Industry After The Ceasefire Also Be Reflected In Chip Prices?

16 Apr 2026 2 minute read 0 comments Perfectionist25

The rise in raw material prices is due to the crude oil market and shrinking supply. Many sectors worldwide, including transportation, automotive, chemicals, and agriculture, rely on oil and natural gas to operate. Automobile manufacturers, in partic...

Europe's Energy Crisis and The Rise of Renewable Energy

15 Apr 2026 1 minute read 1 comment Perfectionist25

In recent years, Europe's energy crisis has been more than just a supply problem; it has also marked the beginning of a structural transformation that has fundamentally shaken the continent's economic model. The sharp rise in natural gas prices, the...