MICHELE GERACI
ON GEOPOLITICS
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Nvidia’s Real Risk Sits in the Boardroom, Not in the Courtroom
The market is watching lawsuits, share-price swings and the CEO’s private life. The two things that could actually break Nvidia are a governance structure creaking under its own success and a software moat that China…
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Trade Policy Is Flying Blind. Here Is the Instrument Panel.
The debate over tariffs, deficits and Chinese investment is dominated by assumptions, not evidence. Six free, interactive tools built on 25 years of real trade data can change that — starting with the first one…
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Nvidia’s Chips Power the AI Economy. Its Shareholders Now Power the Lawsuits.
The AI boom has entered its litigious phase. Nvidia’s chips may run the next economy, but when a stock rises fifteenfold in three years and then falls five percent in a day, the real battle…
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The Sabotage Nobody Explains and the Conversation Nobody Is Allowed to Have
Two habits are pulling Italy into a confrontation with Russia that no Italian voted for: treating every unexplained act of sabotage as already solved, and treating any conversation with Moscow as a moral confession. Both…
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Can a Democracy That Resets Every Two Years Win the Chip War?
The question after the midterms is not Democrats versus Republicans. It is whether a US government that changes every two or four years can sustain a long-term AI and semiconductor strategy against a planned economy,…
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Democracy Is Judged by Process and Results, Not Only by Ballots
Western democracies treat the act of voting as the whole of democracy. China’s Communist Party offers a process-oriented alternative that gives the country direction and stability in turbulent times, and it deserves a serious hearing.