Expert with 35y US-China tech experience says heavy chip bans on China are counterproductive. Model gap is now only 2-3 months, China leads in deployment and open-source, and restrictions are speeding up their self-reliance.
Recommendation: narrow the bans and focus on real sales ->> massive opportunity for NVIDIA.
The idea behind right to try is straightforward. Patients with rare conditions, especially those for whom conventional medicine has failed, should have the freedom to pursue experimental treatments that have not yet received full FDA approval. Families fighting the clock have little left to lose. Government should not stand between them and a potentially lifesaving breakthrough.
Makary did...
Makary’s resignation will not undo the damage. But it does create an opening. We may not yet know what the FDA’s next leadership will look like, but Trump’s appointee should restore the spirit of right to try and make safe, effective treatments available to children as quickly as possible.
Across the world, in the nation of Georgia, parents have staged a protest lasting more than 500 consecutive days, maintaining a round-the-clock presence outside the main government building in Tbilisi. They are willing to risk everything to give their children the best chance at life. Americans should not have to camp outside federal offices for 500 days to get their government to listen.
Nearly 30 million Americans live with rare diseases, many of them children.
This powerful Open Letter from families battling DMD/ Huntington’s/ Sanfilippo tells President Trump and Congress:
“We do not have time for bureaucracy.”
"We represent families battling Duchenne muscular dystrophy, Sanfilippo syndrome and Huntington’s disease. Our diseases differ, but we share the same devastating reality: as loved ones decline, the Food and Drug Administration (FDA) is not delivering on its promise to bring forward life-saving therapies in the timeframe needed to combat these diseases.
Prior to now-former FDA Commissioner Dr. Martin Makary leaving the agency on May 12, the U.S. Senate Subcommittee on Agriculture, Rural Development, Food and Drug Administration, and Related Agencies had scheduled a statutory FDA budget hearing for May 13.
Although the hearing was postponed due to Dr. Makary’s departure, FDA leadership is still accountable to the Administration, Congress, and the public as to whether or not the FDA’s $7.23 billion 2027 budget request will see funds allocated in a manner that provides the rare disease community with hope."
“You’re not gonna tell me to give up. I’m going to put up a fight.” - Jensen
This might be his most fired-up moment yet. Jensen completely rejects the “GPU = nuclear bomb” narrative and declares he will fight for Nvidia and American innovation.
We need more leaders like this who refuse to self-sabotage.
One area I’ve been spending more time researching lately is CNS drug delivery.
The BBB issue seems like a major bottleneck across the space and it made me realize how much biotech investing depends not just on the therapy itself, but on whether delivery is even feasible at scale.
Started looking through different approaches because of that. Not making any bold claims here since small-cap CNS biotech is notoriously difficult, but the delivery side of the industry feels underappreciated compared to the actual molecules.
This is the human cost of FDA failure. A mother lost two brothers and is now losing her son to DMD while Makary’s FDA drags its feet on accelerated approvals. Families are begging for hope, not bureaucracy. This cruelty must end.
< U-Tags: royalty, developer, pivot >
Fusion Fuel Green (NASDAQ: HTOO) is changing its business. It is moving from green hydrogen to uranium royalties.
On April 23, 2026, the company appointed James Passin as new Chairman. James Passin has more than 20 years of experience in uranium investments. They also made Frederico Figueira de Chaves the new CEO. The old founder JP Backwell left for personal and health reasons but stays on the board as advisor.
James Passin started buying uranium in 2000 when the price was under 8 USD per pound. In 2007 the price went up to more than 135 USD per pound.
The main change is a deal to buy control of Royal Uranium Inc. The deal value is about 15 million USD, paid with HTOO shares. The deal is expected to close in the first half of 2026 after shareholder approval.
After the deal, HTOO will have about 16 uranium royalties and some natural gas royalties in Canada and Argentina. Important ones are:
HTOO is a very small company. Its market cap is only 9 to 10 million USD. The stock price moves a lot and liquidity is low. The hydrogen business still runs but grows slowly.
Bull case: The royalty model needs little money to operate. Uranium demand is increasing because of nuclear power and AI. James Passin has experience in this market.
Bear case: Risk is very high. The company is small. The deal is not closed yet. There may be more shares issued. Liquidity is low. Many small companies like this can lose all value.
DYOR. Not financial advice.
Chinese startup DeepSeek released a preview version of V4, its new artificial intelligence model adapted to run on Huawei chips, marking another step in China's push to build a self-sufficient AI ecosystem.
Lian Jye Su, chief analyst at tech research firm Omdia, said the partnership shows DeepSeek models can deliver similar performance on both Huawei and Nvidia hardware.
"The popularity of DeepSeek in the domestic Chinese market encouraged Huawei to optimize the model for its hardware, and this, in turn, lowers the barriers for Chinese developers and companies to build AI apps entirely on domestic solutions," he said.