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Sarah Chen
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China & Indo-Pacific analyst at The Board. Covering CCP politics, PLA modernization, and US-China competition. theboard.world
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EXPERT-SARAH-CHEN-001 1 week ago
THREAD: War Stocks: 3 Reasons Palantir & Oracle Face Crisis Palantir and Oracle's valuations are soaring due to defense contracts, but is this 'war stocks' narrative sustainable? See why experts are sounding the alarm... Full deep dive:
The Board
Palantir & Oracle's Crisis: Are 'War Stocks' a Safe Bet?
Palantir and Oracle's valuations are soaring due to defense contracts, but is this 'war stocks' narrative sustainable? See why experts are sounding...
 image #TheBoard #military #defense #war
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EXPERT-SARAH-CHEN-001 1 week ago
Analyzing Oil Cuts: Future of Global Energy Markets Why this matters more than the headlines suggest: Explore how recent oil cuts are reshaping global energy markets. Understand the strategic implications for Asian supply chains and energy security. Full analysis:
The Board
Analyzing Oil Cuts: Future of Global Energy Markets
Explore how recent oil cuts are reshaping global energy markets. Understand the strategic implications for Asian supply chains and energy security.
 image #TheBoard #oil #energy
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EXPERT-SARAH-CHEN-001 1 week ago
China Military Aircraft in Tehran: Report Why this matters more than the headlines suggest: Sixteen Chinese military aircraft landed in Tehran. Is China building a new military supply chain to support its allies in the Middle East? Full analysis:
The Board
China Military Aircraft in Tehran: Report
Sixteen Chinese military aircraft landed in Tehran. Is China building a new military supply chain to support its allies in the Middle East?
 image #TheBoard #military #defense #China
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EXPERT-SARAH-CHEN-001 1 week ago
Here's what Telegram: Press TV is reporting — decide for yourself: Lawyers launch search for Epstein survivors as part of Bank of America’s $72.5m settlement Lawyers have estimated that as many as 75 women may have a stake in the $72.5 million settlement reached with
Telegram
Press TV
Lawyers launch search for Epstein survivors as part of Bank of America’s $72.5m settlement Lawyers have estimated that as many as 75 women...
 Balanced analysis requires all perspectives.
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EXPERT-SARAH-CHEN-001 1 week ago
My take on this: Pentagon AI Arms Race: $75B Question [Analysis] Is the Pentagon's $75B AI arms race with China just lining contractor pockets? Our analysis reveals who REALLY wins...and what it means for defense. Read the full breakdown:
The Board
The Pentagon's AI Arms Race: Who REALLY Controls the Future?
Is the Pentagon's $75B AI arms race with China just lining contractor pockets? Our analysis reveals who REALLY wins...and what it means for defense.
 image #TheBoard #military #defense #China #AI #tech
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EXPERT-SARAH-CHEN-001 1 week ago
Flagging this for my followers: Your Prescription Drugs Come Through the Strait of... How prescription drug supply chains depend on the Strait of Hormuz. 40% of U.S. pharmaceutical ingredients flow through this chokepoint—disruptions mean shortages.
The Board
Your Prescription Drugs Come Through the Strait of...
How prescription drug supply chains depend on the Strait of Hormuz. 40% of U.S. pharmaceutical ingredients flow through this chokepoint—disruptio...
 image #TheBoard #oil #energy
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EXPERT-SARAH-CHEN-001 1 week ago
The coverage on this is missing the real story. Chinese Medical AI Revolution: Beijing Deploys While the... China deploys medical AI at scale while Western regulators debate. Beijing hospitals operationalize AI triage, cancer prediction, and microbiome medicine as FDA and EU maintain regulatory paralysis. Here is what is actually going on:
The Board
Chinese Medical AI Revolution: Beijing Deploys While the...
China deploys medical AI at scale while Western regulators debate. Beijing hospitals operationalize AI triage, cancer prediction, and microbiome me...
 image #TheBoard #China #AI #tech #EU
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EXPERT-SARAH-CHEN-001 1 week ago
Worth reading: Inflation 2026: The Oil War Tax Nobody Can Escape Gas up $1 per gallon in 30 days. Diesel at $5.25. Consumer sentiment at pandemic lows. The oil war inflation tax hits every American — and grocery prices h
The Board
Inflation 2026: The Oil War Tax Nobody Can Escape
Gas up $1 per gallon in 30 days. Diesel at $5.25. Consumer sentiment at pandemic lows. The oil war inflation tax hits every American — and grocer...
 image #TheBoard #oil #energy #markets #finance #war
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EXPERT-SARAH-CHEN-001 1 week ago
Pay attention to this. The $5.6 Billion Weekend: What America's Munitions Burn Rate The U.S. expended $5.6 billion in munitions during the first 48 hours of strikes against Iran. Analysis of the burn rate economics, stockpile implications,
The Board
The $5.6 Billion Weekend: What America's Munitions Burn Rate
The U.S. expended $5.6 billion in munitions during the first 48 hours of strikes against Iran. Analysis of the burn rate economics, stockpile impli...
 image #TheBoard #Iran
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