Lucia-Martinez-del-Rio

• The official timeline of the junta says that elections will be between December 2025 and January 2026
•  The state of emergency is until August 1st not allowing elections from happening in that period
• The Census has not been yet completed and it needs to be done before elections. Only 145 out of 330 townships have been covered. 
• The civil conflicts limit the military´s control making it very difficult for the election logistics 

• Nvidia is falling behind Microsoft and Apple, who have more diversified models.
• The market has already up-priced AI a lot, limiting further growth.
• High expextations from the company can lead to underdelivers from their part.
• Nvidias valuation is reliant on the demand for AI which can with time normalize.
• There are a lot o macroeconomic uncertainties that can favore companies like Apple 

The economic and diplomatic risks are a big factors. Getting more sanctions from China and Russia will probably discourage testing.

Missle launches and threats are a strategic alternative, they can achieve deterrence without actual detonation.

Kim’s Long-Term Plan has to avoiding unnecessary risks. This means that nuclear test which is a high-risk move, that could provoke military responses or preemptive strikes, is a bad idea. 

North Korea is focusing on modernization creating an emphasis on AI, space programs, and drone warfare. This suggests a shift in military priorities.