China’s Trade Reckoning; Micron’s $100B Bet to Rebuild Syracuse; US‑Canada Supply Rift

Bullish Gator

Michael Froman on China’s export machine; Micron’s $100B Syracuse factory as a reindustrialization test; US‑Canada supply‑chain dispute; humanoid robots pitched to ease a massive long‑term care gap.

Editorial companion

What stands out

Michael Froman lays out why China’s export machine has kept working despite two decades of US pressure, showing the problem is structural not political. The show then pivots to Micron’s plan for a roughly $100 billion factory in Syracuse as a case study of whether large semiconductor investments can revive American industrial towns. Two smaller but telling threads follow: a US‑Canada supply‑chain spat that exposes how politics can undo infrastructure plans, and an early bet on humanoid robots to help fill a looming long‑term care shortage.