Replies to post #102663 on Mohacsy's Safe Portfolio Member Forum

[santafe2]

I bought a case of KO and PEP in the summer of 2020 and sold early this year. Both are always on my watch list but still a bit expensive for my income portfolio. The market loves the recovery from COVID story for all of the large beverage companies so you may be correct, best of luck.

[dexprs]

The quote sounds familiar, even if it was said in different language.

[Elroy Jetson]

We're always such bastards about export controls. LOL

We wait patiently until China or Russia has spent a lot of time and effort to develop a new critical technology using an off the shelf part like the Nvidia high-end AI cards, the A100 and H100.

Only when China suddenly orders $400 million of the cards this quarter, to roll out their new military technology, do we impose export controls to make their efforts useless.

Chinese gamers can still order consumer stuff from Nvidia.

Nvidia now suggests they may not ship the H100 AI chip this year due to a lack of orders, now that China is excluded.


This never gets old for me. I grew up with tales of this game from one of my uncles in the defense industry.

Sad sack Russia is repairing their tanks with altered control boards from western dishwashers.


The Chinese foreign ministry accused the United States of attempting to impose a "tech blockade" on China.

Nothing gets past them, does it?