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Showing posts from February, 2025

Tech Talks: AI, Reciprocal Tariffs, Stock market tanking, Bureaucracy dismantled

It gets worse before it gets better, they say. An economy full of uncertainties makes it extremely hard to project the future—not to mention surprises that may be lying under a rock during audits. We saw Q1 start with an AI stock market boom as Tempus AI, BigBear AI, and others try to align with Nvidia chips. Nvidia earnings continue trending up as their future looks bright. The DeepSeek launch presented questions about whether Nvidia is overvalued, based on the cost of recent projects coming in extremely low for DeepSeek. Unfortunately, we saw the largest drop in the 2025 stock market during the last week of February. This comes as tariff negotiations have corporate America on the edge of their seats. This isn’t Trump’s first rodeo implementing trade tariffs. The upside is that it exposes complacency in companies’ supply chains on a micro level and non-reciprocal global trade deals on a global scale. America in 2025 is not the America of the 2000s or 1990s. Therefore, U.S. global trad...