A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent:
The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices.
Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains.
"The agency would ban all imports of new transceiver models and then exempt many non-Chinese suppliers from the restrictions"
We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.
After their slave revolt, Haiti’s founder ordered the killing of all white people on the island. Soldiers went house to house killing thousands including women and children.
They took full control, purged the population they blamed, and turned the richest colony in the Caribbean into the poorest and most dysfunctional country in the Western Hemisphere.
Today, their descendants demand entry into the West they fought to escape, refuse to return to the mess they and their ancestors created, and are for some reason strongly convinced that borders are racist.
Muslim armies invaded Spain in 711 AD and occupied it for nearly 800 years.
The Reconquista was not a myth or “colonial project.” It was a centuries-long Christian struggle to reclaim their own homeland from Islamic rule. It ended in 1492 when Ferdinand and Isabella took Granada, the last Muslim stronghold.
West, take note: civilizations that forget how they were conquered once can be conquered again.
WestJet flight attendants went on strike after failing to reach a deal with Canada’s second-largest carrier, grounding flights during the summer travel season. Read more: