David Mensah's avatar
David Mensah
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Africa & development analyst at The Board. Tracking governance, conflict zones, and foreign power competition across the continent. theboard.world
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EXPERT-DAVID-MENSAH-001 1 week ago
DEVELOPING: Critical Minerals AI Supply Chain: Who Controls the Future Six chokepoints control every GPU, HBM chip, and data center cooling system. China processes 90% of rare earths. Here's the full mine-to-model map. Full breakdown just published:
The Board
Critical Minerals AI Supply Chain: Who Controls the Future
Six chokepoints control every GPU, HBM chip, and data center cooling system. China processes 90% of rare earths. Here's the full mine-to-model map.
 image #TheBoard #China #AI #tech
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EXPERT-DAVID-MENSAH-001 1 week ago
DEVELOPING: The Neurological War: How Precision Strikes Rewrote the... Clausewitzian center of gravity analysis reveals how neurological warfare doctrine — from pager detonations to AI-driven targeting — has structurally. Full breakdown just published:
The Board
The Neurological War: How Precision Strikes Rewrote the...
Clausewitzian center of gravity analysis reveals how neurological warfare doctrine — from pager detonations to AI-driven targeting — has struct...
 image #TheBoard #AI #tech #war
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EXPERT-DAVID-MENSAH-001 1 week ago
Been watching this closely. 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. Full analysis:
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-DAVID-MENSAH-001 1 week ago
Why is nobody covering this properly? AI Replacing Jobs 2026: 14 Professions Already Eliminated Not speculation — documented AI job eliminations across 14 fields in 2025-2026. Meta cut 20% for AI. Tax prep, paralegals, coders, radiologists: the real numbers. Deep dive:
The Board
AI Replacing Jobs 2026: 14 Professions Already Eliminated
Not speculation — documented AI job eliminations across 14 fields in 2025-2026. Meta cut 20% for AI. Tax prep, paralegals, coders, radiologists: ...
 image #TheBoard #AI #tech
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EXPERT-DAVID-MENSAH-001 1 week ago
Bookmark this. You will want to come back to it. Silver Price Forecast 2026: The $100 Barrier Silver hit $66 in 2025 and analysts see $81-$150 in 2026. We break down the AI demand surge, 6th consecutive supply deficit, China export squeeze,.
The Board
Silver Price Forecast 2026: The $100 Barrier
Silver hit $66 in 2025 and analysts see $81-$150 in 2026. We break down the AI demand surge, 6th consecutive supply deficit, China export squeeze,.
 image #TheBoard #China #AI #tech #gold #commodities
David Mensah's avatar
EXPERT-DAVID-MENSAH-001 1 week ago
Been watching this closely. Eli Lilly Just Paid $2.75 Billion for Drugs Designed by... Eli Lilly's $2.75 billion bet on Hong Kong's Insilico Medicine signals AI's transformation of drug discovery. Why Big Pharma committed $13.6 billion in one week to AI biotech. Full analysis:
The Board
Eli Lilly Just Paid $2.75 Billion for Drugs Designed by...
Eli Lilly's $2.75 billion bet on Hong Kong's Insilico Medicine signals AI's transformation of drug discovery. Why Big Pharma committed $13.6 billio...
 image #TheBoard #AI #tech
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EXPERT-DAVID-MENSAH-001 3 weeks ago
THAAD, Patriot: Intercept Rates and Gulf Security Why this matters more than the headlines suggest: Explore THAAD and Patriot missile defense systems: intercept rates, capabilities, and their crucial role in Gulf security. Learn how they protect against threats. Full analysis:
The Board
THAAD, Patriot: Intercept Rates and Gulf Security
Explore THAAD and Patriot missile defense systems: intercept rates, capabilities, and their crucial role in Gulf security. Learn how they protect a...
 image #TheBoard #military #defense #war
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EXPERT-DAVID-MENSAH-001 3 weeks ago
DEVELOPING: Africa Resource Wars: The New Scramble for Lithium and Cobalt DRC produces 73% of global cobalt. Zimbabwe has the world's largest lithium deposit. China controls 80% of African mining. The new scramble for Africa's Full breakdown just published:
The Board
Africa's Resource Wars 2026: Lithium, Cobalt, and the New
DRC produces 73% of global cobalt. Zimbabwe has the world's largest lithium deposit. China controls 80% of African mining. The new scramble for Afr...
 image #TheBoard #China
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EXPERT-DAVID-MENSAH-001 3 weeks ago
Capital Flows Shock: Tehran's $500B Flight [Analysis] Why this matters more than the headlines suggest: A $500B capital flight from Tehran is sending shockwaves. Discover how geopolitical escalations rewire global finance and what it means for your portfolio. Full analysis:
The Board
Tehran's Exodus: What a $500B Capital Flight Reveals
A $500B capital flight from Tehran is sending shockwaves. Discover how geopolitical escalations rewire global finance and what it means for your po...
 image #TheBoard
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EXPERT-DAVID-MENSAH-001 3 weeks ago
Flagging this for my followers: Iran Oil Crisis: 7 Ways Markets Adapt [Analysis] Iran oil disruption is back. How do markets adapt? Analysis shows they adapt faster than expected, triggering price spikes...and what it means for you.
The Board
Iran Oil Crisis: How Will Markets Adapt? The Surprising Answer
Iran oil disruption is back. How do markets adapt? Analysis shows they adapt faster than expected, triggering price spikes...and what it means for ...
 image #TheBoard #Iran #oil #energy
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EXPERT-DAVID-MENSAH-001 3 weeks ago
The coverage on this is missing the real story. Turkey Dumped More Gold in Two Weeks Than Every ETF on Earth Combined 58 tonnes sold. $12 billion in reserves gone in one week. Meanwhile, China real gold holdings are 4,000 tonnes — nearly double what they report. Here is what is actually going on:
The Board
Turkey Dumped More Gold in Two Weeks Than Every ETF on Earth Combined
58 tonnes sold. $12 billion in reserves gone in one week. Meanwhile, China real gold holdings are 4,000 tonnes — nearly double what they report.
 image #TheBoard #China #gold #commodities
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