Random thoughts on Friday:
This recent trend of DJI on BYD on ADAS and likes is good for Chinese economy, but not very conducive for world peace. Adding recent enthusiasm of humanoids from Unitree and likes, I could see, very soon, that Chinese consumers would take (I am not using 'drive' here) their intelligent NEVs with DJI drones on top and Unitree humanoids at side and HW 5.5G in the sky. That would be exciting for those Chinese car nuts to drive through HW 216 or 219, but would not be very helpful to world peace.
I guess there is some tacit agreement inside Trump admin that the stock market should be left alone for the time being, for there was too much sugar as a result of multi-year trillion-dollar deficit spending. At this moment, it is likely (>50/50) that this correction phase could go sideway for many months. Contrary to previous admins since Clinton, what DOGE has been trying to do is deflationary.
Finally, contrary to my wishful thinking, Europe is in a terminal decline. The modern European history since fall of the Berlin Wall is more puzzling and painful than the fall of Qing dynasty since Emperor Qian Long, in terms of magnitude and velocity. My generation has essentially witnessed the whole second half in a dynastic cycle, for we were already from bottom up during our formative years in China. But to modern Europeans, I cannot imagine there is not yet revolutionary impulses anywhere.