DiscoverActionable Intelligence Alert with John PolomnyDid China just prick the US tech bubble? AIA Weekly Update 10.11.25
Did China just prick the US tech bubble? AIA Weekly Update 10.11.25

Did China just prick the US tech bubble? AIA Weekly Update 10.11.25

Update: 2025-10-11
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Last week, China announced export restrictions on rare earth minerals. China represents 70% of the mining of rare earths and 90% of the refining of rare earths.


Rare earths are essential for various technological products and numerous military applications, including permanent magnets, which are everywhere.


If this stands, the US is in big trouble.

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Did China just prick the US tech bubble? AIA Weekly Update 10.11.25

Did China just prick the US tech bubble? AIA Weekly Update 10.11.25

johnpolomny