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US Strategic Deployment in the Persian Gulf and the New Geopolitics of the Middle East 1. US Strategic Deployment and Control of Critical Chokepoints Approximately 2,200 US Marines, specializing in coastal island-seizure and control operations, are advancing toward the Middle East aboard amphibious assault ships. These forces represent merely the vanguard of a limited ground incursion; should "zero hour" be declared for an amphibious landing, the main forces will be systemati

The AI "Deflation" Storm: Why is Even AMD Shaken When the SaaS Model Collapses? In early February 2026, tech stocks—including hardware giants like AMD—experienced a significant correction. This was not simply a profit-taking, but rather a core and deep-seated market structural problem that surfaced: investors began to question the impact of AI on the software industry, viewing it as shifting from "empowerment" to "deflation." The so-called "impact on software business models

China will approve the purchase of Nvidia H200 chips? 1. The US Side Has Given a "Conditional" Green Light According to the latest policy changes from late 2025 to January 2026, the US government (the Trump administration) has approved Nvidia's export of H200 chips to China in principle, but with very strict attached conditions: High Surcharge: Each sale requires a surcharge of approximately 25% paid to the US government (similar to a tariff or franchise fee). Third-Party Ov