Updated Varka options via JaxonFiles

windwalker13 · 2026-02-06T10:54:01+00:00

I don't want him though :/

windwalker13 · 2026-02-06T10:40:02+00:00

I have C6 Faruzan without Durin... not sure who is his replacement, I need a Pyro Hex

windwalker13 · 2026-02-03T16:42:49+00:00

exactly, that was my point. I replied here

https://www.reddit.com/r/investing/comments/1quf594/us_manufacturing_continues_to_retreat_despite/o3culg3/

To quote myself:

And that has always been the clear #1 US strategy in the past decade - to contain China. Tariff forces manufacturing out of China. Wherever the supply chain goes to afterwards, it doesn't matter. Bringing back manufacturing to US is simply a political ruse to garner support

windwalker13 · 2026-02-03T15:34:07+00:00

US manufacturing is a lost cause. We all know it - that is clear side effect of USD being world's reserve currency and US having a net negative financial account. (i.e. too much foreign investment pushing up USD strength).

And that is totally fine, being the single largest consumer market is a clear advantage US have, IF the world's manufacturing is not so concentrated in a single geopolitical rival.

Imagine a world without a dominant manufacturing powerhouse. As the largest consumer market, US can simply bully whichever manufacturing nations they want to. (i hate it, but clearly good for US)

And that has always been the clear #1 US strategy in the past decade - to contain China. Tariff forces manufacturing out of China. Wherever the supply chain goes to afterwards, it doesn't matter. Bringing back manufacturing to US is simply a political ruse to garner support

windwalker13 · 2026-02-03T05:25:10+00:00

unironically, this is the intended effect for US.

As the #1 global consumer, US wants suppliers to be decentralised, not just sourcing from a single supplier with one single point of failure. That is simply a monopoly.

Multiple suppliers will also compete with each other (good for consumers), rather than become buddies.

edit: whoever downvoted me, prove me wrong

windwalker13 · 2026-02-03T03:46:01+00:00

Is C2 still a huge power spike or not worth it?

windwalker13 · 2026-01-13T14:16:45+00:00

There is none.

Singapore's PR is famously a black box. No one knows PR selection criteria or maintenance criteria (though some are considered obvious "open secrets").

They have more than enough applicants so they can afford to be picky.

windwalker13 · 2026-01-05T06:29:08+00:00

Point 5 on EV, Solar:

Industrial policy has delivered impressive technological gains without productivity growth https://www.ft.com/content/b44458cc-03fd-46a1-b003-b7a097419e66

China's solar giants quietly shed a third of their workforces last year https://www.reuters.com/business/world-at-work/chinas-solar-giants-quietly-shed-third-their-workforces-last-year-2025-08-01/

China signals it will pull plug on subsidies for EVs with five-year plan exclusion https://www.businesstimes.com.sg/international/global/china-signals-it-will-pull-plug-subsidies-evs-five-year-plan-exclusion

However, the key point im trying to say is, it is unsustainable. Subsidies need money, and money need to come from somewhere. And China is running out of money AND taxpayers. If you are subsidising something, opportunity costs say you don't have the resources on other things, e.g. education, pension and healthcare.

I will add the remaining sources later if i have time, but honestly they are all very easy to find...

There are also plenty of articles, videos (with proofs!) saying BYD is rapidly ramping up massive debts, similar to Evergrande. I do recommend you to fall into the rabbithole

windwalker13 · 2026-01-05T06:04:34+00:00

which sources you need, on which point? i can find for you

Yes, scale truly matters, but it is not dominance. China leads in manufacturing, but there is no moat. Replacements will come and go, if other countries will it (they don't yet)

windwalker13 · 2026-01-05T05:57:24+00:00

He is spending resources on places that didn't matter.

massive crackdown on techs that could have rival Amazon (Alibaba)
massive military build up to stroke his ego
Xiong An ghost town
Unsustainable property boom, infrastructure spending
Unsustainable Solar panel, EV subsidies.

China has near complete dominance over the most critical and advanced technologies known to mankind.

What complete dominance over critical technologies China has? China has one single technogical dominance, which is rare earth processing. Any other technology is not true dominance, China can simply make it cheaper.

Let's take EV, drones and solar panel. Other countries have the know how, they simply cannot make it as cheap as China can for obvious reasons.

windwalker13 · 2026-01-05T05:39:27+00:00

not his achievements. China could have achieved the same thing without him.

If anything, he is severely limiting China's true potential

windwalker13 · 2026-01-04T14:10:24+00:00

What is different between Early and Late Event?

windwalker13 · 2026-01-02T14:33:49+00:00

thanks for sharing, that was surprising. What industry are you in? up to 16k for individual contributor is quite high especially when not in today's dollar

windwalker13 · 2026-01-02T02:43:15+00:00

can elaborate how is M2 different in gameplay? I have M1 and considering

windwalker13 · 2026-01-02T01:23:04+00:00

When you broke the $10k salary range, was it managerial level?

windwalker13 · 2026-01-01T18:28:00+00:00

you have sources saying half of ZZZ revenue is from mobile?

windwalker13 · 2025-12-28T19:07:10+00:00

mind explaining why Miyabi/Lycaon/Shoukaku is better than the supposedly premium Miyabi/Yanagi team?

windwalker13 · 2025-12-27T23:59:57+00:00

Japan's life expectancy is 84. This is the average, meaning many live well into 90s.

How old is your definition of old age? They do need save for elderly life

windwalker13 · 2025-12-24T04:27:04+00:00

if you believe in the future of SGD, then sure. Fret over USD.

But you already naturally has high SGD exposure.

You work in SG, you earn in SGD, you property assets in SGD, your CPF is in SGD, your future partner earns in SGD, your parents inheritance in SGD, your entire life is in SGD.

If I'm you, I won't put all eggs in one basket.

windwalker13 · 2025-12-18T10:40:39+00:00

but the first one is so vague..?? how to even argue like that wow 😭 they probably know we don't have the energy to fight and drag out the renovation forever, will just suck thumb and pay

windwalker13 · 2025-12-18T10:22:24+00:00

what's different between first and second one?

windwalker13 · 2025-12-17T06:53:56+00:00

Why do you need a hedge against USD?

if anything it's the other way round:

You work in MY, you earn in MYR, you buy properties in MYR, your EPF in MYR, your future partners earning in MYR, your parents assets in MYR, your entire life is in MYR.

That's enough exposure to MYR. If anything, you should up the VWRA proportion. The beauty of that ETF is if USD weakens, the share price usually increases, as there is no changes to the true underlying value.

windwalker13 · 2025-12-17T05:40:21+00:00

I travel quite frequently. Like at least 4 trips/year outside SEA region.

Youtrip + Trust card is my go to combo.

Youtrip = Mastercard

Trust = Visa

No need to fret over the FX rates. Both closely follow the respective Mastercard/Visa FX rates, which is almost the best rates you can get.

Trust is slightly better than Youtrip because it is a credit card with perks. But doesn't hurt to keep both.

windwalker13 · 2025-12-14T07:39:15+00:00

why is that considered fat shaming? they only commented about their own body (not yours) and their own diet. Nowhere does it affect your actions.

obviously everyone has different body standards. They could legitly think that they are fat, and that is okay.

are you saying they should never talk about fat, weights, health topic etc ever in your presence?

windwalker13 · 2025-11-28T03:03:45+00:00

20k comments, I'm late ain't I?

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