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At midnight on May 1, 24 tons of South African apples cleared customs in Shenzhen — the very first shipment under China's expanded zero-tariff policy for all 53 African diplomatic partners. Days later, Kenyan avocados, coffee, and green beans followed. Effective May 1, 2026, the policy grants 100% tariff-free access to 20 more African nations, building on the coverage for 33 least-developed countries since December 2024. China's Commerce Ministry calls it a concrete step for high-level opening-up and a milestone in the China-Africa Economic Partnership. #ChinaAfrica# #ZeroTariff# #Trade#

Grok Summary of Elon Musk's Forbes interview from today. OpenAI Lawsuit & Verdict Musk called the verdict a “dangerous precedent”. He argued that allowing a nonprofit to convert into a for-profit (especially after removing key protective clauses) undermines charitable giving in America. He described the jury’s decision as dubious because it overlooked the gradual nature of the conversion and plans to appeal to establish stronger protections against what he sees as “looting” charities. AI Predictions & Timeline Musk painted a picture of extremely rapid progress: •AI breakthroughs are happening constantly (“When I go to sleep, there’s an AI breakthrough; when I go to lunch, there’s a breakthrough”). •In ~5 years, digital intelligence could exceed the sum of all human intelligence. •The global economy may roughly double in size within 5–7 years. •Humanoid robots: At least 100 million in 5 years, potentially up to a billion. •AI is already “vastly smarter than humans” in some domains; he hopes it will be “nice to us.” He emphasized that AI compute (especially for training and inference) will increasingly move to space because of abundant solar power and the ability to scale without Earth-based grid or land constraints. SpaceX & Multi-Planetary Future Musk reiterated SpaceX’s core mission: making humanity multi-planetary as a backup for civilization. He highlighted progress toward fully reusable rockets (targeting major capability by year-end) that could enable massive cargo shipments (millions of tons) to the Moon and Mars to build self-sustaining cities. He also touched on the value of the existing Starlink satellite constellation for future space-based infrastructure, including potential orbital data centers. Neuralink & “Jesus-Level” Tech Musk described Neuralink’s brain-machine interfaces as capable of delivering near-miraculous outcomes — restoring eyesight, mobility, and speech for people with disabilities. He framed these as high-priority “Jesus level” innovations that directly extend and improve human capability. Other Big Ideas & Untapped Opportunities Musk pointed to several areas ripe for disruption: •Tunnels — 3D transportation networks to eliminate surface traffic (he encouraged others to start tunnel companies). •Synthetic/digital medicine — Custom RNA and related technologies that could effectively “cure anything.” •Electric aircraft and other sustainable transport. •Space-based AI infrastructure — Leveraging solar power for massive compute clusters. Legacy & Mindset When asked what he wants to be remembered for in 250 years, Musk replied simply: “He played a useful role in the advancement of civilization.” His focus remains on the technologies needed to extend life beyond Earth and accelerate human progress. He named Nikola Tesla as a top historical inspiration and Jensen Huang among current ones. Overall tone: Classic Musk — zero victimhood about the OpenAI loss, maximum forward-looking vision, rapid topic shifts, and a sense of urgency about AI, space, and extending civilization. The interview blends candid legal criticism with sweeping predictions about a future of abundant energy, intelligent machines, and humanity becoming multi-planetary.

From Evercore ISI’s report: NVDA’s claimed 35x TCO advantage does not resonate strongly with the average AI engineer, and there is a widespread perception that its 70%+ gross margins are excessive. There is a clear willingness to improve economics by using ASICs or “good enough” alternatives. Some hyperscalers push back against NVDA’s 35x TCO advantage claim, arguing that the calculation does not account for power consumption around the chip, including cooling. The power component, including cooling, can account for 30–50% of total overhead costs. No major issues have been observed at the hyperscaler level in the bring-up preparation for Rubin mass production. Vera Rubin mass-production shipments are expected to be received by hyperscalers in 2Q26, while enterprise OEMs are expected to have access around September–October 2026.

UBS models 2026 TPU shipments at 4.13 million units in total, consisting of 3.68 million units from AVGO and 450,000 units from MTK. For 2027, UBS models total TPU shipments at 9.87 million units, consisting of 6.76 million units from AVGO and 3.11 million units from MTK. $AVGO

GF Overseas Electronics & Communications NVIDIA (NVDA Buy): Earnings Preview — Product Mix Offsets the Impact of Rubin Delay Reiterate Buy rating; target price modestly raised to $308: Driven by rising market expectations ahead of the upcoming earnings call and the U.S. approval on May 14 to export H200 chips to 10 Chinese companies, NVIDIA’s share price has reached a new all-time high. For the May 20 earnings call, we expect results to be in line with expectations, with guidance slightly above expectations. Given the company’s sizeable cash position and free cash flow, the announcement of a new share repurchase program during the earnings call would be a reasonable expectation. In addition, Rubin’s timeline remains a key market focus. We reiterate our view that mass production will be delayed by about one month to September, while the 2300W specification remains unchanged. Beyond GPUs, with Vera CPU and LPX, the company is expected to capture a larger share of value within the data center silicon TAM. For product re-rating, we still believe NVIDIA needs to launch an inference-focused GPU, potentially Feynman. Taking into account higher Blackwell shipments and ASPs, lower Rubin shipments, and LPX contribution, we adjust our FY27E/28E EPS forecasts by +0%/+13%, respectively, and modestly raise our target price from $292 to $308, based on 28x FY27E/28E P/E. Earnings preview — expected to be moderately positive: Driven by normal GB300 NVL72 production, approximately 10% QoQ growth in Blackwell shipments, and a small contribution from RTX6000, we now expect F1Q revenue of $80.6 billion, compared with Bloomberg consensus of $78.8 billion and buy-side expectations of $80.0 billion. As Blackwell shipments continue to increase, we expect F2Q guidance of $91.0 billion, or actual revenue of $93.0 billion, compared with Bloomberg consensus of $86.2 billion and buy-side expectations of around $90.0 billion. Our forecast does not include any Rubin contribution, as we believe it has already been delayed to mass production in September. Given the company’s sizeable cash position and free cash flow, its capital return plan is also worth watching. Blackwell, Vera, and LPX will offset the widely known impact of Rubin’s delay: According to our monthly report published on the 12th, due to earlier heatsink design changes, we expect Rubin’s timeline to be: QS in July, MP in September, and rack mass production in October. In terms of performance, we believe the redesigned version will still maintain the 2300W specification this year. On the other hand, LPX rack ramp-up is faster than expected. We still expect 16,000 LPX racks to ship from 4Q26 through 2027, contributing approximately $70 billion in revenue during this period. In addition, we believe NVIDIA may have shifted N3 wafer capacity from Rubin to Vera CPU in order to capture the Agentic AI trend. Overall, with deeper software–chip integration, the company is likely to capture a larger share of the data center silicon TAM. $NVDA

Yo, @SuiPlay devices are HERE. Majority delivered, just a few final shipments + cases on the way! Quick note: promo devices given out free at HK event do NOT qualify for the airdrop. Eve Online on SuiPlay….let’s GO. 🚀 Thank you all. LFG!!!