Bull X Bear's profile

 When the U.S. hikes tariffs on China, importers pay more and pass the cost to consumers, keeping inflation sticky. Midway through this cycle, BullxBear highlights how high rates drive up America’s huge interest bill. What starts as a tax on China becomes another burden for Washington. As prices rise and families cut spending, growth slows, and ne...

For the first time since the Cold War, the global economic order is being rewritten. The contest between Washington and Beijing is no longer fought with armies but with balance sheets, supply chains, and microchips. As tensions intensify, the costs of a renewed trade war extend far beyond tariffs. Both nations face structural weaknesses that isolationis...

Baidu’s stock surged nearly 3% today as investors welcomed new Chinese government support for domestic AI chip development. This move strengthens Baidu’s long-term strategy in artificial intelligence and autonomous driving. The company remains the premier AI-powered search engine in China, with an approximate 55% market share, despite increasing ...

As Nvidia’s earnings approach, all eyes are on whether the company can maintain the technological momentum that helped it reach an unprecedented five-trillion-dollar valuation. Demand for AI silicon has surged worldwide, turning datacenter GPUs into one of the fastest-growing markets in tech. To read the full blog , click on this: Nvidia Earn...

Hesai, a leading China-based lidar manufacturer and one of the most influential automotive lidar suppliers globally, continues to strengthen its market position despite recent Hesai stock volatility. The company supplies next-generation lidar systems to major EV and autonomous vehicle manufacturers, including BYD, NIO, XPeng, Li Auto, Motional, LeapMotor, an...

Chinese tech stocks listed on the Shanghai Stock Exchange showed a notable display of strength today, driven by investor optimism surrounding the conclusion of the Chinese Plenary session. Major players recorded modest gains, with Baidu climbing over 1%, Alibaba advancing 1.5%, and Tencent rising over 1%. To read the full blog , click on this Chinese Tech St...

NVIDIA Corporation (NVDA) has charged past the $200 mark, cementing its status as the infrastructure leader of the Artificial Intelligence era. Behind the surge is a flywheel so strong it converts AI demand directly into accelerating cash flow. To read the full blog , click on thisNVIDIA Hits $200: Can the AI Money Engine Drive It to $250 by Year-End?

According to USA Facts, the top 10% of U.S. earners contribute around 72% of federal income taxes. This aligns with the Engel curve theory, which implies that higher earners naturally spend and import more, thereby paying more in tariffs. BullxBear analysts estimate that the top 10% likely contribute about 70% of tariff revenue. To read full blog , click on ...

Burry may believe current fundamentals cannot justify AI valuations, particularly if growth slows. Yet long-term investors must consider whether today’s AI spending is early in the cycle. Most AI demand is currently led by hyperscale cloud providers, whose balance sheets are strong — suggesting the AI stock bubble narrative might be overstated in...