aceit.app

#Ace It | Application Meta

#AI chip market | AI ecosystem | Enterprise PC | Computer vision platform | System integrator | AI software | Scalable systems | LLM model | Enterprise data | AI functions | AI agents | PCI Express add-in card | TFLOPS | HBM2e | Matrix multiplication engine | RDMA NICs | AI Accelerator card

#AI compliance | Trump vowed to cut burdensome rules and red tape | Smaller innovative AI start-ups do not have to spend resources on compliance

#AI data centers | Access to electricity | Plugging data center directly into nuclear reactor | AI becoming national security issue

#Fiat currency | Fiat in Latin means let it be done | Declared legal tender by a government | Must be accepted as payment for goods and services within that jurisdiction | Not commodity-backed | Value not directly linked to a physical asset | Value relies on government ability to maintain its stability and public confidence in currency. |US dollar, euro, and Japanese yen, are fiat currencies

#Digital Wallet

#Green Power

#Booming Ecommerce Demand

#Payment Economy

#Robots For Distribution Centers

#Labor Shortages

#Smart Contract

#Gauge

#Bond Market

#Recession

#Yields

#Treasury Notes

#Securities

#Investor Demand

#Money Return

#Federal Reserve

#Yield Curve

#Strategist

#Interest Rates

#Market Participant

#Sustainability

#Odds

#Economic Scene

#Market Capitalization

#Councelling Clients About Mortgages

#Mortgage Navigation

#Central Bank | Interest Rate Cuts

#GoldMining | Safehaven | GeopoliticalbTension

#Uranium | Nuclear Energy industry | Dormant Mines Re Opening | In Situ Mining | Paleochannel Model

#Rare Earths

#Critical Minerals

#Lithium | Lithium processing refinery | Spodumene feedstock | Metallurgical laboratory | Impurities | Calcination | Sulphation | Leaching | Impurity removal | Precipitation | Fnal purification | Battery-grade product

#Global Cooling Pledge

#Cooling Related Emissions

#Air Conditioner

#Cooling Emissions

#Integrating Solar Energy Into Building Design

#Environment Social Governance (ESG)

#Carbon Footprint

#Energy Usage

#Biodiversity

#Ethical Sourcing

#Supply Chain Integrity

#Long Term Investor

#Climate Reporting Obligations

#Scope Emissions

#Generative AI

#Universal Scene Description (USD)

#Sustainability Indices

#SEO Generative AI

#Single Cell Multi Omics

#Pooled Perturbations

#Targeted Delivery Systems

#Cellular Reprogramming

#Plasma Inspired Therapeutics

#Autophagy

#Urban Resiliency

#Robotics

#Copper price: topped US$10,000 per tonne | Essential for electricity | Wind farms use copper | Electic vehicle requires 78kg of copper | 10 years from prospecting for copper to first production

#Fractional shares: you can invest with as little as US$5 instead of US$1000 share price

#Nasdaq: rose 44% in 2023 fuelled by investor excitement around artificial intelligence

#Bear market: investment managers starr to buy and company shares start to rebound

#Soar: to rise quicly to high level | Stock: Utilities and gold soared

#TrackIT | The value chain for Made in Italy traceability

#Blockchain

#Climate station

#Cooling center

#Heat wave

#Heatstroke

#1550nm LiDAR | Advantages: safety, range, and performance in various environmental conditions | Enhanced Eye Safety: absorbed more efficiently by cornea and lens of eye, preventing light from reaching sensitive retina | Longer Detection Range | Improved Performance in Adverse Weather Conditions such as as fog, rain, or dust | Reduced Interference from Sunlight and Other Light Sources | More expensive due to complexity and lower production volumes of their components

#Consolidated revenue | Total revenue of company and its subsidiaries, calculated on consolidated basis according to Generally Accepted Accounting Principles (GAAP)

#Adjusted EBIT | Financial metric that represents earnings before interest and taxes | Adjusted for certain items to provide clearer view of company operational performance.| Excludes charges related to restructuring, stock-based compensation, intangible asset impairments, and other extraordinary or non-recurring events

#Adjusted EBIT margin of Industrial Activities

#Financial expenses

#Income tax expense

#Free cash flow of Industrial Activities

#Available liquidity

#Sustainbility

#Digital Currency

#Digital Dollar

#GAAP gross margin

#Open interest | Total number of outstanding contracts not yet been settled | Representing the sum of contracts investors have placed but not yet closed

#Dogecoin | Cryptocurrency | No supply limit | 5 billion new coins entering circulation annually | Block time is just one minute | Scrypt algorithm | Accessible for mining with regular GPU | Elon Musk | Donald Trump

#California wildfire assets | California National Guard | Curfews | Evacuation bags | Firefighters | Firefighting helicopter | Fire maps | Evacuation zones | Feeding centers | Heavy-lift helicopter | LiDAR technology to create detailed 3D maps of high-risk areas | LAFD (Los Angeles Fire Department) | Los Angeles County Sheriff Department | Los Angeles County Medical Examiner | National Oceanic and Atmospheric Administration | Recycled water irrigation reservoirs | Satellites for wildfire detection | Sensor network of LAFD | Smoke forecast

#Stucco rendering | Textured finish made from lime, sand, pebbles, and cement

#Flame-resistant property

#Sovereign wealth funds (SWFs) | State-owned investment funds | Manage financial assets such as stocks, bonds, real estate, or other investments

#Antimony (chemical symbol Sb, atomic number 51) | Alloys (with lead for batteries and solder) | Flame retardants | Semiconductors

#Niobium | Strengthening steel alloys without adding significant weight | Superconductors for scientific equipment and particle accelerators | Advanced ceramics | Next-generation lithium-ion batteries | Brazil dominates global niobium production (90%) | China discovered niobobaotite

#Rare earth elements (REEs) | Group of 17 metallic elements | 15 lanthanides, scandium, and yttrium | Electronics | Renewable energy (wind turbines) | Military technologies | Catalysts | China holds the largest reserves of rare earths, followed by Greenland and the U.S

#Gallium (symbol Ga, atomic number 31) | Semiconductors (LEDs) | Alloys with low melting points, and high-temperature thermometers

#Lithium| Key component in lithium-ion batteries, widely used in EVs due to their high energy density, long lifespan, and efficiency

#Boron | Enhance lithium-ion battery performance by improving battery life, stability, and lifecycle management | Used in electrolytes, anodes, and cathodes

#Graphite | Batteries

#Tungsten | Symbol W | Atomic number 74 | Alloys: Enhances strength and hardness in steels | Military Applications: In penetrating projectiles due to its hardness and density

#War stocks | Doing well out of increased geopolitical turmoil | Global defence industry is huge consumer of critical metals, metals and minerals | Weighting towards energy transition underperformed lithium and uranium stocks messed with their investment performance

#Liberation Day

#Tariffs

#Rising costs

#Reduced predictability

#Reshaping of global commerce

#Tariffs create drag – on growth, on margins, and on the broader investment climate

#Global supply chains cannot reroute overnight

#Reintroduction of barriers, especially ones that shift with political mood, forces companies to rethink operations, relocate production, and reassess markets

#Inflation is likely to rise

#Input costs increase, transportation costs rise, imported goods become more expensive

#Australia, one of the US closest partners, has been openly targeted | Alignment no longer guarantees stability | Market assumptions about trade security and access are now subject to disruption, regardless of partnership history

#Multinationals with distributed production models are facing complex questions such as where will new tariffs fall next

#For investors, the priority must now be active positioning | Supply-chain vulnerability needs to be reassessed | Countries with low political exposure and domestic demand resilience are likely to see increased capital flow | Sectors focused on regional production, infrastructure, and commodity security could gain relevance as the global map is redrawn

#Portfolio diversification with geopolitical discipline | Investors can no longer rely on economic logic alone to drive returns

#Policy risk | Must be treated with the same urgency as credit or currency exposure

#Global trade reordering | Implications extending well beyond markets | It affects how governments borrow | How inflation is managed | How currencies behave | How growth is distributed

#Signal sent by trade tarif introduction is lasting | It tells the world that political imperatives can now override economic alignment | Policy predictability is no longer a given | Global trade is no longer anchored in consensus, it is being shaped by leverage, retaliation, and shifting alliances | The new operating environment | Investors need to meet it head-on

#President Trump imposed a baseline 10% tariff on imports from all countries | 34% on China | 46% on Vietnam | 26% on India

#Free and unfettered trade lowers prices for consumers and thereby maximizes consumption

#Free trade is often an illusion

#Tariff signs | Apple investing $500 billion in the U.S | Johnson & Johnson $55 billion | Nvidia several hundred billion dollars

#Certain medical devices, semiconductors, pharmaceuticals and gold are also, so far, exempt from reciprocal customs duties

#For China, the 34% is on top of existing rates, meaning Chinese goods will be hit with tariffs of 54%

#US tariff winners | 10%: Australia, Brazil, UK | NAFTA: only on things not covered by the United States-Mexico-Canada Agreement | Zero 0%: Russia, Belarus

#US tariff loosers | China: 54% | Vietnam: 46% | Taiwan 32% | Switzerland: 32% | India: 27% | South Korea 26% | European Union: 20%

#Trumponomist | Toxic uncertainty to the global economy | It is not going to go away | Global economy is a perpetual uncertainty machine | One period of uncertainty feeds into another

#Agentic AI | Artificial intelligence systems with a degree of autonomy, enabling them to make decisions, take actions, and learn from experiences to achieve specific goals, often with minimal human intervention | Agentic AI systems are designed to operate independently, unlike traditional AI models that rely on predefined instructions or prompts | Reinforcement learning (RL) | Deep neural network (DNN) | Multi-agent system (MAS) | Goal-setting algorithm | Adaptive learning algorithm | Agentic agents focus on autonomy and real-time decision-making in complex scenarios | Ability to determine intent and outcome of processes | Planning and adapting to changes | Ability to self-refine and update instructions without outside intervention | Full autonomy requires creativity and ability to anticipate changing needs before they occur proactively | Agentic AI benefits Industry 4.0 facilities monitoring machinery in real time, predicting failures, scheduling maintenance, reducing downtime, and optimizing asset availability, enabling continuous process optimization, minimizing waste, and enhancing operational efficiency

#Big beautiful bill | Businesses allowed to fully write off the cost of equipment in the first year purchased | Manufacturers allowed to fully and immediately deduct the cost of building new manufacturing facilities | Enhancing tax credits for semiconductor firms building manufacturing facilities in the United States | GOP bill ends EV tax credits of up to $7,500 at the end of September 2025 | Deficit $3.4 trillion over the next decade | US federal gov interest costs to surpass $1 trillion per year | US spending on interest surpassing federal gov entire defense budget

#GENIUS Act | Attempt to finally put stablecoins on solid ground | Every stablecoin is backed, dollar for dollar, by real cash or ultra-safe assets | Every month, issuers would have to open their books for an independent audit, and if you are a big player, you will be dealing with the big dogs in Washington | Visa supports the Act | Stablecoins represent an opportunity to usher in the next age of digital programmable money | Blockchain technology as technology layer | Regulated, reserve-backed stablecoins | Visa as a Service stack | Where users desire to hold but do not have easy access to USD | Where local fiat currency is highly volatile | For certain cross-border money movement use cases such as remittances or B2B payments | Banks and even companies like Amazon or Walmart to issue their own stable coins

#Stablecoin | Digital currency backed by another form of currency, like the U.S. dollar or a commodity like gold

#Smart Contract | Blockchain technology | Self-executing program run and stored on a blockchain network | Smart contracts execute automatically when predefined terms and conditions are met without intermediaries such as banks, lawyers, or voting authorities | Automate complex workflows by triggering the next action when certain conditions are met | Decentralized applications (dApps) implement several contracts that work together to achieve certain functionalities | Digital | Automated | Once smart contract is deployed on blockchain, its code and associated transactions are publicly accessible and cannot be altered | Participants are able to independently verify contract terms, behavior, and outcome | Encrypted and leverage cryptographic security techniques, such as digital signatures and hashing | Protect data integrity |Authenticate participants | Supported smart contract language | Developer writes smart contract using a programming language supported by platform | Developer tests smart contract in a local or testnet environment | Developer deploys smart contract to blockchain mainnet by submitting transaction with compiled contract code | Others can interact with contract by sending transactions that invoke its functions