Jensen Huang Gets Sassy: Chips, China, and the New Defense Industrial Revolution

This morning I cover the Pentagon reportedly approaching automakers about defense manufacturing capacity, which is a direct reversal of the dynamic from the 1993 Last Supper consolidation. The US-China Cold War continues to be the underlying framework for so much of what is happening in markets right now, from tariffs to chip export controls to China's refined rare earth restrictions. We also touch on ASML earnings, recap the bank earnings week and the record trading revenues we saw, discuss industrial inflation driven by raw material scarcity, and get into Jensen Huang's appearance on the Dwarkesh Patel podcast where he got notably pointed pushing back on the China chip debate.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #JensenHuang #Nvidia #NVDA #ASML #DefenseStocks #ITA #XLF #USChina #RareEarths #ColdWar #Semiconductors #BankEarnings #industrials #stockanalysis #marketwatch #RigatoniCapital$ASML $ITA $NVDA $XLF $SMH