Japan 2.0 at least wrt to carry

From my experience they're the new "Japanese/Korean economy cars".

I think it's generally flows plus specific rates trade.

At this point Idk which part of the political horshoe this question is even coming from

Smart rightoids actually do imagine it like that (see Drukpa Kunley and others).

I think one of the best trades over the next 5 years will be just EU data centers and cloud

EU is very divergent. There are indeed many basket cases like Italy and increasingly France.
So yeah, these are really bad.
Nordics and partially Germans run things much better.

But she is the end result of her party's ideological foundation

US really isn't doing this. Drumpf is actually pretty rational here "go and fight your own wars if you want to".
This conflict is not existential for US but very dangerous for EU.
US is now clearly trying to pursue the Monroe doctrine. Subjugating Venezuela is a vital part of it. Ukraine - not.

The root cause is their family structures that remind one of Russian "obschina" of the pre-revolution times. Any initiative and/or private winning is shunned, inequality is disliked.
For industrialization you need land concentration and mechanisation. Their social matrix does not allow this

Sooner or later they will drop Ukrs. Does not make much sense to dies on a hill for theme there.

Boomer run government is not an issue that goes away in democracies with low fertility

Which they obv won't

www.youtube.com/watch?v=Hg4M...

I turned from Bull to Bear on $DIS a couple of years ago when I realised that they had trouble actually monetizing their supposedly infinity-valued IP.
The problem is that normie "Western monoculture" is basically dying out and you can no longer make a great return on it

Да в целом с рос паспортом можно отлично устроиться и в Португалии и в Испании и Грузия и Казахстан с Арменией тебя реально никак дискриминировать не будут.
Большинство просто не хочет менять среду и испытывать дискомфорт (не осуждаю), но тогда и нечего ныть на тему "злой Европы".