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@DavidLe76335983 Avatar @DavidLe76335983 David Lee

Tensions between the US and China are escalating, particularly in the tech and trade sectors. China has imposed export controls and taken retaliatory measures against US actions, such as the seizure of a Dutch company's assets. The situation is affecting global supply chains, including those for semiconductors, rare earths, and precious metals like gold and silver.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence #

Social category influence countries #1745 finance #575 technology brands XXXX% stocks XXXX% travel destinations XXXX% automotive brands XXXX% currencies XXXX% cryptocurrencies XXXX% fashion brands XXXX% exchanges XXXX%

Social topic influence china #102, xi #66, taiwan #274, tariffs #30, south korea #367, japan #2460, has been #445, all the 2.59%, dji #956, hong kong #73

Top accounts mentioned or mentioned by @jhouse678 @lets_go_taco @unchangeablelo1 @thesoundmoney @bubudavid1 @grok @notz888 @indiaunleashed_ @olalatech1 @drchu47523 @samthedog54 @davidanon8 @kingkong9888 @bankerweimar @silvermoon23325 @mothersilverape @xjxdarren @letsgotaco @yoopeterson @mouradbsiri

Top assets mentioned Bitcoin (BTC) Morgan Stanley (MS) Costco Wholesale Corporation (COST) SSR Mining Inc. (SSRM) Newmont Corporation (NEM) Gold (XAU) SPDR GOLD ETF (GLD) Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"You can tell Xi really does not want to be in the meeting 🤣"
X Link @DavidLe76335983 2025-10-30T02:13Z 20.3K followers, 49.6K engagements

"Li Chenggangs post trade meeting remarks Both sides stood firm (giving face to everyone) but agreed on preliminary consensus but awaited superior approval. If approved Xi and Trump can meet Discussions include X. Export control concerns (likely address concerns such as expediting approval channel but unlikely China will remove this unless US remove tech control) X. Extension of suspension reciprocal tariff (looks like another XX days extension) X. Fentanyl and anti-drug cooperation (this led to XX% tariff on Chinese products and China retaliation on 10-15% tariff on US energy and agricultural"
X Link @DavidLe76335983 2025-10-26T11:03Z 20.3K followers, 86.6K engagements

"My read is that RE control is not gone but more like expedited approval process will be available (as China promised before to everyone) for dual use and civilian applications. For military use it is still in principle not going to be approved China may have agreed to be more open to approving dual use products such as GPU (technically a dual use). Will have to wait for Chinese announcement (which may not come at all)"
X Link @DavidLe76335983 2025-10-30T06:07Z 20.3K followers, XXX engagements

"#Gold above $4000 again when market realizes Trump 🌮 again in front of Xi in South Korea"
X Link @DavidLe76335983 2025-10-30T09:16Z 20.3K followers, 11.9K engagements

"#Gold was down $70+ on Friday up $60+ on Monday Anyone sold all their gold over the weekend to buy #Bitcoin"
X Link @DavidLe76335983 2025-10-20T12:38Z 20.3K followers, 23.8K engagements

"False Flag How can US Navy crashed X helicopter/plane XX minutes apart in separate incidents in South China Sea right before Trump to meet with Xi and potentially talk about Taiwan"
X Link @DavidLe76335983 2025-10-27T01:33Z 20.3K followers, 18.2K engagements

"Japan has been developing alternative suppliers for Rare Earth since 2010. It works with Australia Lynas as a non-Chinese supplier Trump signed a deal with Australia and Japan for rare earth. In essence US is taking Lynas output from Japan after Japan spent XX years working with Lynas Now this is the Art of the Deal from Trump"
X Link @DavidLe76335983 2025-10-28T01:22Z 20.3K followers, 64.9K engagements

"Why did Bessent fear Li Chenggang so much Li is not just a wolf negotiator that shock US team he is a XX year veteran in trade negotiation. He was the editor of the book Gaming with WTO Rules - Learning from XX year of legal battles on disputes resolution published in 2011. In the opening chapter he already foresaw Export Controls on Rare Earth will be a focus at WTO Li is the technocrat now negotiating with a hedge fund manager (Bessent) a fixed income trader (Lutnick) and a lawyer (Greer)"
X Link @DavidLe76335983 2025-10-28T16:47Z 20.3K followers, 159.9K engagements

"@DavidAnon8 I did not say a successful hedge fund manager"
X Link @DavidLe76335983 2025-10-28T17:29Z 20.3K followers, 4540 engagements

"US sources: Trump should be meeting with Xi on Thursday It is Wednesday morning in Asia and China has not confirmed the meeting It is like you rent a limousine a tuxedo heading to the girls home to pick her up for the prom yet she has not agreed to go as your date 😳"
X Link @DavidLe76335983 2025-10-29T01:10Z 20.3K followers, 6642 engagements

"China buys US soybean again"
X Link @DavidLe76335983 2025-10-29T06:03Z 20.3K followers, 6061 engagements

"Interestingly Trump intentionally omitted this when talking to reporters. Only after China released the readout Bessent has to acknowledged XXX was cancelled in exchange of 10/9 Rare Earth control. But he also omitted 10/9 and lead the public to believe Rare Earth no longer has export control This kind of strategic omission of details is the trademark of this administration"
X Link @DavidLe76335983 2025-10-30T11:21Z 20.3K followers, 91.5K engagements

"@teortaxesTex Only RE policies announced on 10/9 are suspended. All previous RE export control remains in place"
X Link @DavidLe76335983 2025-10-30T12:36Z 20.3K followers, 1377 engagements

"to What you want to buy we will not sell - chip What you want to sell we will not buy - DJI What we want to buy you must sell - rare earth What we want to sell you must buy - soybean What kind of twisted relationship is this Dont blame China for walking away"
X Link @DavidLe76335983 2025-10-14T20:11Z 20.3K followers, 135.7K engagements

"Why I believe this #Gold rally has legs I asked grok for a simple calculation Assume XX% of US investment portfolio ($135T) increase Gold holding to XX% (as recommended by Morgan Stanley 60-20-20 allocation) from an assumed X% holding now (most have 0%) We need about 17782 tonnes of gold at $4250 approximately X years of global annual gold production The global investment portfolio value at $300T (2.2X of $135T). If the world follows we are talking about XX years production"
X Link @DavidLe76335983 2025-10-19T23:46Z 20.3K followers, 107.9K engagements

"Trump needs to reevaluate his negotiating team Bessent - did not see China warning and led to massive escalation Lutnick - kept pushing for additional restrictions on China even after truce has been agreed. China retaliated with Rare Earth card Greer - everyone knows he is too junior to drive the negotiation"
X Link @DavidLe76335983 2025-10-21T17:07Z 20.3K followers, 66.6K engagements

"Nexperia China is now running independent from its Dutch HQ selling its products locally for RMB. All products manufactured and delivered in China are fully legal and compliant maintaining consistent Quality standards After all the effort of Dutch govt they got a brand name an office and a huge liability on its reliability as a place to do business"
X Link @DavidLe76335983 2025-10-23T09:13Z 20.3K followers, 116.9K engagements

"#Gold back in my Costco $4309.99"
X Link @DavidLe76335983 2025-10-23T13:32Z 20.3K followers, 77.3K engagements

"This is what Chinese are doing this week and thanking Mr. Slammy to allow them to buy #Silver at a discount"
X Link @DavidLe76335983 2025-10-23T16:11Z 20.3K followers, 32.7K engagements

"The surprise of Malaysia US China trade talk is not the fired Li Chenggang remained the lead negotiator for China team The real surprise is why Lutnick the loud mouth US Commerce Secretary was not in this meeting after BIS XX% rule almost collapsed the talk 🤔 This shows the world which side has given in who is more desperate for trade talk and who is negotiating from the side of strengths"
X Link @DavidLe76335983 2025-10-27T13:47Z 20.3K followers, 48.1K engagements

"Mao Zedong said in front of Nixon he preferred to deal with rightists as they look for deals not on ideology Xi Jinping is following the same footsteps on Trump Trump can be managed X. Give him some treats and get him happy from time to time X. Push him hard but leave him a way out to save face and he will fold. Trump knows when he has no card he is pragmatic X. Let him claim all the credits and victories Xi only want results This is obvious in the past XX months"
X Link @DavidLe76335983 2025-10-27T17:00Z 20.3K followers, 19.6K engagements

"@olalatech1 Japan reduced its light RE from China from 90+% to 60%. Heavy RE remains at 90+%. Lynas is supposed to be able to do some heavy RE in 2025 but the capacity will be very limited for Japan to share with US 🤭"
X Link @DavidLe76335983 2025-10-28T01:33Z 20.3K followers, 2167 engagements

"Bank of Korea is considering adding #Gold reserves for the first time in more than a decade During Asian Financial Crisis Korean citizens donated gold to help save the Korean economy"
X Link @DavidLe76335983 2025-10-28T07:08Z 20.3K followers, 20.2K engagements

"@ProfesorKot All hope hinges on Lynas able to refine heavy RE in 2025 in industrial scale"
X Link @DavidLe76335983 2025-10-28T07:09Z 20.3K followers, 2384 engagements

"@logicalself Gallium Germanium is technically not RE. Yes they are byproducts of refining. Look at Alumina refining capacity of China vs Japan. Japan does not have massive production of gallium"
X Link @DavidLe76335983 2025-10-28T12:28Z 20.3K followers, XXX engagements

"From CPC official media Export control measures are not a temporary move but a necessary step to ensure the long term sustainability of the rare earth production and supply chain This sounds like China is ready to delay export control in exchange for XXX% tariff waiver 🤣"
X Link @DavidLe76335983 2025-10-28T19:37Z 20.3K followers, 11.2K engagements

"I made some geopolitical posts about China and US lately that triggered a lot of people Should I continue to post ignoring those insecure people"
X Link @DavidLe76335983 2025-10-29T00:19Z 20.3K followers, 7505 engagements

"@olalatech1 Thanks. The supply now is only limited to customers in China. No export yet"
X Link @DavidLe76335983 2025-10-29T01:12Z 20.3K followers, XXX engagements

"Lutnick is back on the spotlight talking about China after disappearing for weeks"
X Link @DavidLe76335983 2025-10-29T10:41Z 20.3K followers, 2533 engagements

"The fallout of Nexperia shutdown is expanding this week Shutdown in Europe NA and Japan will be the norm Dutch govt continues to pretend this is a normal business conflict refusing to acknowledge it was a political move to support US long arm jurisdiction and BIS XX% rule If Trump Xi meeting goes well and BIS XX% rule got 🌮 Dutch govt will lose big"
X Link @DavidLe76335983 2025-10-29T10:48Z 20.3K followers, 27.9K engagements

"Ultimate trolling But something should not be used as a joke"
X Link @DavidLe76335983 2025-10-29T20:12Z 20.3K followers, 1695 engagements

"So $XX min for X Troy oz of Silver Eagles Forget about the future or spot price"
X Link @DavidLe76335983 2025-10-29T23:47Z 20.3K followers, 2700 engagements

"BREAKING: China readout X. US cancelled XX% fentanyl tariff China will adjust countermeasures (likely meant US agricultural product tariff) X. US suspended BIS XX% rule for X year China suspended Rare Earth Export Control for X year X. US suspended XXX investigation on maritime logistics (port fee) for X year China suspended countermeasures (port fee) for X year The spokesman of the Ministry of Commerce answered reporters' questions on the joint arrangement of the Sino-US Kuala Lumpur Economic and Trade Consultation. Q: It is understood that China and the United States have reached joint"
X Link @DavidLe76335983 2025-10-30T07:24Z 20.3K followers, 277.4K engagements

"2 major casualties of Trump Xi meeting X. Lutnick - Commerce Dept BIS XX% rule almost collapse the US China trade talk. Lutnick has been sidelined for few weeks and reemerged in Trump Xi meeting. BIS XX% rule suspended for X year X. Dutch Government - Due to BIS XX% rule Dutch Government took over #Nexperia led to China retaliation and worldwide chip disruption. The fiasco exposed Dutch Government idiotic behavior and lack of legal protection of foreign investment in the country. Now BIS XX% rule is suspended all eyes on what Dutch Government would do"
X Link @DavidLe76335983 2025-10-30T07:36Z 20.3K followers, 130.5K engagements

"@Notz888 BIS led to REE But I think something more important led to REE - Taiwan"
X Link @DavidLe76335983 2025-10-30T07:38Z 20.3K followers, 2619 engagements

"It is not of strategic benefit for US to be dragged into a conflict due to Taiwan. US knows it cannot win a war in Taiwan Strait. Declaring it is against Taiwan Independence and put the ball in Chinas court to negotiate for peaceful reunification while getting some benefits from China is more enticing to US and Trump But this should not be announced in South Korea. Trump China visit will be perfect timing"
X Link @DavidLe76335983 2025-10-30T07:51Z 20.3K followers, XXX engagements

"@WatchaNews Buying not saying how much Supply RE but not to military"
X Link @DavidLe76335983 2025-10-30T07:55Z 20.3K followers, 4787 engagements

"@sunnyhi47118169 More like Lutnick Trump probably not aware of BIS XX% rule"
X Link @DavidLe76335983 2025-10-30T08:08Z 20.3K followers, 5436 engagements

"Clarification on Rare Earth Export Control China is suspending RE export control measures announced on 10/9. It is not suspending all RE export control that was announced before 10/9 My read is military use RE export is still banned. RE export for dual use still requires application"
X Link @DavidLe76335983 2025-10-30T08:11Z 20.3K followers, 12.7K engagements

"#Gold industry is now looking into Hong Kong as trading hub MKS PAMP a global Swiss precious metals firm inaugurated its new regional headquarters in Hong Kong today (October 30) leveraging the city's position as a premier international gold trading centre to expand its footprint in the Asia-Pacific region"
X Link @DavidLe76335983 2025-10-30T12:29Z 20.3K followers, 16.1K engagements

"@KingKong9888 This makes Hong Kong vault much more attractive for ASEAN CB"
X Link @DavidLe76335983 2025-10-30T18:13Z 20.3K followers, XXX engagements

"This is the discussion I had with Paul and Ken today to share my thoughts on China-US relationship amid the Trump Xi meeting in South Korea"
X Link @DavidLe76335983 2025-10-30T18:56Z 20.3K followers, 2821 engagements

"Trumps playbook Jan XX X. Cut down interest rate to make budget sustainable X. Use tariff as a threat to push down stock market force capital to bond market lower LT UST yield X. Tariff is just an excuse so they come up with all sort of contradictory reasons for tariff. Moving mfg to US brings a lot of money tariff can replace income tax tariff will decline as we dont need to import X. Push Fed to lower ST rate entire yield curve move down X. Leverage tariff negotiation to force nations to accept Mar-a-Lago Accord reducing $1+T annual interest expense in budget. This needs to be done before"
X Link @DavidLe76335983 2025-05-02T04:13Z 20.3K followers, 136.8K engagements

"Shenzhen Shuibei #Gold Market on Saturday 8/23 3:40 pm Gold at RMB 785/g Platinum RMB 331/g Silver RMB 11/g Trump and experts told you Chinas economy has collapsed Apparently people have nothing to do now but to buy gold Or they are just there for air conditioning 😁"
X Link @DavidLe76335983 2025-08-23T14:15Z 20.2K followers, 17.9K engagements

"Trump just confirmed China rare earth export control hits US where it hurts the most. Trump can impose more tariff China will just shut down any rare earth export to US China has prepared for decoupling US has not Trump says China has to give US magnets or face XXX% tariff"
X Link @DavidLe76335983 2025-08-26T05:11Z 20.3K followers, 45.6K engagements

"#Gold #Silver are breaking new ground mining companies have been catching up. But the real catalyst will come when miners report their earnings in X weeks Newmont Corporation (NEM): 10/23 SSR Mining (SSRM): 10/29 Coeur Mining (CDE): 10/29 McEwen Mining Inc. (MUX): 11/5"
X Link @DavidLe76335983 2025-10-07T14:10Z 20K followers, 37.6K engagements

"BREAKING: MOFCOM spokesperson addressing Rare Earth export control and US tariff (details below) X. Export control is not export ban civilian use and compliant export applications can be approved. China is exerting control for national security and safeguard world peace X. China has XXX items on its export control list. US has 3000 items on its list. US also has a long history of using minimum content rule for export control as low as X% (China set at 0.1%) X. In just XX days after Madrid US introduced a new series of restrictions and export control on Chinese companies. Implementing 301"
X Link @DavidLe76335983 2025-10-12T03:07Z 20.2K followers, 82.1K engagements

"After SGE issuing a warning on market risk control on 10/16 SHFE raised margin requirements for #Gold #Silver starting 10/21"
X Link @DavidLe76335983 2025-10-17T08:47Z 20.3K followers, 4075 engagements

"@Aethelleas @DarioCpx No this is Hermes of gold jewelry If they buy gold they go to Chow Tai Fook (crowded in Hong Kong during golden week) for jewelry and Shuibei market in Shenzhen (packed during golden week and every weekend) for jewelry and bullion"
X Link @DavidLe76335983 2025-10-17T23:00Z 20.1K followers, XX engagements

"Now Dutch minister wants to talk to China after China export ban No one thought about talking to China before taking over a Chinese company Dutch minister seeks talks with China over Nexperia export ban"
X Link @DavidLe76335983 2025-10-18T01:24Z 19.9K followers, 154.4K engagements

"Shenzhen Shuibei #Gold Market on 10/18 3:18 pm The place is packed with people #Gold RMB 988/g #Silver RMB 15.5/g (jewelry price by weight inclusive of craftsmanship cost)"
X Link @DavidLe76335983 2025-10-18T11:31Z 20.2K followers, 31.8K engagements

"This post got a lot of discussions. But lets step back a bit and reviewed what had happened in over last few years Lithuania had ties to Taiwan Nord Stream explosion ASML EUV export ban to China Poland blocked China Euro Railway Express Dutch seizure of Nexperia All have an apparent victim - China All have a real victim - European industries (esp German) All have a potent mastermind - Is someone trying to destroy European Industries in particular German Who would benefit from that"
X Link @DavidLe76335983 2025-10-18T12:15Z 19.9K followers, 27.4K engagements

"4 major stock market crashes in US over the last century 10/28/1929 XX% by mid Nov massive speculation with margin 10/19/1987 XXXX% DJI XXXX% S&P fear of inflation devaluation of USD 2001 dot com bubble + XXX crash 76.8%% Nasdaq 2000-2002 speculation excessive valuation of new technologies (dot com) terrorism 9/15/2008 Lehman collapsed XX% S&P sub prime mortgage and bad debts 29+87+01+08 =125 take out the X you get XX In 2025 we have all the problems listed above Is this spooky 👻"
X Link @DavidLe76335983 2025-10-18T17:38Z 19.9K followers, 3992 engagements

"@AKleut Before you write any nonsense maybe just check how much silver is mined in US first. US can nationalize its mines and the impact to the world silver supply is very very very limited 🤣"
X Link @DavidLe76335983 2025-10-19T12:45Z 19.9K followers, 1210 engagements

"China kept exporting rare earth magnet to the world in Sept Just down by XXXX% to US vs August"
X Link @DavidLe76335983 2025-10-20T01:25Z 19.9K followers, 4257 engagements

"China Q3 GDP growth XXX% YOY Q1-Q3 GDP growth XXX% YOY On track for targeted X% full year growth"
X Link @DavidLe76335983 2025-10-20T02:16Z 20.2K followers, 12K engagements

"When Shuibei is out of #Silver bars we know the problem is serious #Unobtainium"
X Link @DavidLe76335983 2025-10-20T10:18Z 20.2K followers, 17.6K engagements

"Then it is ok for China to have export control on rare earth as it will not affect US 🤣"
X Link @DavidLe76335983 2025-10-20T15:47Z 20.3K followers, 4682 engagements

"Trump is not aware China has not bought Boeing for a while 🤭"
X Link @DavidLe76335983 2025-10-20T21:15Z 19.9K followers, 6430 engagements

"China is seeking sensitive information of US semiconductor companies sales and cost data in China as part of anti dumping investigation This will further escalate tensions between"
X Link @DavidLe76335983 2025-10-22T10:23Z 19.9K followers, 5919 engagements

"Few understand this This is why China is critical supplier for pretty much most important rare earth Trumps fantasy of investing in rare earth mines can solve the problem is stupid at best lying in reality. He is pushing US industries to grind to a halt for years if this is not resolved in negotiations"
X Link @DavidLe76335983 2025-10-22T15:07Z 19.9K followers, 6309 engagements

"BASF a company that supply to everyone in manufacturing is cutting jobs. You can see how bad the EU economy is"
X Link @DavidLe76335983 2025-10-22T19:12Z 20K followers, 2514 engagements

"Taiwan Affairs Office press conference on 10/22 revealed an explosive news. Reporter quoted foreign press that TMSC has only XX days of rare earth inventory and could stop production if it does not get more rare earth from China. This completely refuted Taiwan officials who deny TSMC even bought rare earth from China a week earlier Below is the report On the morning of October XX the Taiwan Affairs Office held a regular press conference. A reporter asked questions. Wei Zhejia chairman of TSMC said that it would accelerate the expansion of production capacity and technological upgrading of"
X Link @DavidLe76335983 2025-10-23T11:01Z 20.3K followers, 7994 engagements

"The days of stealth fighters are over China mass producing next-gen quantum radar detector to track stealth aircraft like F-22"
X Link @DavidLe76335983 2025-10-25T11:48Z 19.9K followers, 11.2K engagements

"China shift to higher-end exports boosts margins mutual gains as US reliance dips: report Since trade war began in 2018 Chinese firms have expanded their global footprint strengthened supply chains and diversified routes Goldman Sachs finds"
X Link @DavidLe76335983 2025-10-25T12:01Z 20.3K followers, 2668 engagements

"RAND with strong ties and history to US military published a report on US China relationship last week and surprisingly recommended US should allow Beijing to pursue gradual approach to unification. This pivot has generated significant discussions within Taiwan many saw they got abandoned despite Taiwan govt repeatedly stated US would defend Taiwan. While US sees China as an adversary Taiwan is not the only issue defining the relationship. After 9/3 Parade Pentagon knows full well it cannot and should not defend Chinas potential invasion of Taiwan. Pivoting to peaceful resolution of Taiwan is"
X Link @DavidLe76335983 2025-10-25T16:31Z 19.9K followers, 14.5K engagements

"Li Chenggang: Preliminary consensus reached"
X Link @DavidLe76335983 2025-10-26T10:39Z 19.9K followers, 10.6K engagements

"@Lets_Go_TACO I am sure Huawei DJI BYD can easily invest $1T in US Question is whether US dare to take the investment that would kill Apple US drone and auto industry"
X Link @DavidLe76335983 2025-10-26T12:19Z 20K followers, 3060 engagements

"I can see Bessent genuinely likes this guy 😁 Li Chenggang is firm systematic and logical"
X Link @DavidLe76335983 2025-10-26T12:32Z 19.9K followers, 4812 engagements

"When you follow people with zero knowledge of the situation and believe their narratives you put yourself and your analysis into jeopardy Li Chenggang who was said to be removed by anti-China propagandist was the lead person negotiating with US team lead by Bessent in Malaysia"
X Link @DavidLe76335983 2025-10-26T16:11Z 19.9K followers, 7296 engagements

"Bessent spin is often not the reality Bessent also said Li Chenggang was unhinged and western media celebrated the wolf negotiator removal from WTO as China giving in Read listen to Li Chenggangs remarks after the trade talk today and you see a completely different reality than Bessents perceived outcome of the meeting"
X Link @DavidLe76335983 2025-10-26T20:02Z 19.9K followers, 13.3K engagements

"The pattern of #Gold sell off at Japans open and rally at SGE open continues this week"
X Link @DavidLe76335983 2025-10-27T01:12Z 19.9K followers, 17.3K engagements

"It is an innovative idea for sure but this is too late after Trump XXX X. Does US has gold now to repay the creditor in the future X. Will US repay the creditor in gold XX years from now even if the gold is available X. Will US alter the agreement within the next XX years Loan agreement is based on Trust. Trump has been very successful to show US can unilaterally tear down any agreement if it benefits US and no agreement even if it was signed by US govt and ratified by Congress can last beyond an EO I am sure there will be demand from vassal states and their business community. But would it"
X Link @DavidLe76335983 2025-10-27T09:51Z 19.9K followers, 2037 engagements

"#Gold dropped below $4000 for the first time since 10/10"
X Link @DavidLe76335983 2025-10-27T14:18Z 19.9K followers, 36.1K engagements

"Wang Yi and Rubio had a call today Below is the China readout Wang Yi said that China-US relations affect the direction of the world. A healthy stable and sustainable bilateral relationship is in line with the long-term interests of the two countries and is also the common expectation of the international community. President Xi Jinping and President Trump are both world-class leaders. Long-term exchanges and mutual respect have become the most valuable strategic assets of Sino-US relations. Some time ago there were twists and turns in Sino-US economic and trade relations again. Through the"
X Link @DavidLe76335983 2025-10-27T15:21Z 20.3K followers, 26K engagements

"Sign of economic success Bankruptcy Commercial loan delinquency Credit card delinquency Auto loan delinquency Student loan delinquency"
X Link @DavidLe76335983 2025-10-27T16:33Z 19.9K followers, 4945 engagements

"I thought the whole point of democracy is for the people to decide who should be their leader When people starts questioning who can run for office (Muslim not allowed communist not allowed etc) and who can vote (despite being citizens) then maybe the fundamental question is whether US still believes in democracy or we just want anointed leaders that fit some peoples expectations"
X Link @DavidLe76335983 2025-10-27T18:31Z 19.9K followers, 2813 engagements

"You can get ore easily. Issue is refining which US has none right now. All the patents are in China There are XX RE elements plus additional elements like Gallium and Germanium. Gallium is obtained via alumina refining and is critical in long range radar production. How will Pentagon meet the 2027 deadline"
X Link @DavidLe76335983 2025-10-27T19:30Z 19.9K followers, XXX engagements

"@htsfhickey China is wondering what deal Bessent was talking about Chinese readout is not as rosy as US team would like to paint X days before the hyped Xi-Trump meeting China cannot even confirm it will take place"
X Link @DavidLe76335983 2025-10-27T19:46Z 20K followers, 3826 engagements

"@raviscn One wild scenario is US openly stated it oppose to Taiwan independence and support peaceful reunification. This is rumored given RAND paper released X weeks ago. But Trump will not get even his party support for this"
X Link @DavidLe76335983 2025-10-27T20:14Z 19.9K followers, XXX engagements

"@euroasian100 Data management was done by Oracle before the deal and will be managed by Oracle after the deal. The analysis I mentioned was by Chinese experts so Chinese public have access to this info"
X Link @DavidLe76335983 2025-10-27T20:57Z 19.9K followers, XXX engagements

"Going to a coin show tomorrow. I have some Morgan Dollar What other coins I should get just for collecting"
X Link @DavidLe76335983 2025-10-27T21:40Z 19.9K followers, 3256 engagements

"@Maximus_ray What Asian 92.5"
X Link @DavidLe76335983 2025-10-27T21:56Z 19.9K followers, XX engagements

"South Korean President Lee Jae Myung on ICE raid of Hyundai LG battery plant Said South Korean were traumatized by the event and many workers refuse to go back to US to help build the factory"
X Link @DavidLe76335983 2025-10-27T22:07Z 20.1K followers, 7168 engagements

"I stand with @RepThomasMassie"
X Link @DavidLe76335983 2025-10-27T23:12Z 19.9K followers, 2194 engagements

"@AJ_Invests_Co You believe that You will surely be disappointed when the details come out BTW I have a bridge to sell you"
X Link @DavidLe76335983 2025-10-28T00:09Z 20.1K followers, 2104 engagements

"Another uninvited guest wanting to meet Xi Carney Says He Will Meet With Xi in South Korea"
X Link @DavidLe76335983 2025-10-28T00:30Z 19.9K followers, 2439 engagements

"@Vercovicium Lynas cannot make Gallium which is needed for long range radar. It can only be obtained as a byproduct of Alumina refining US has very little alumina refining capacity"
X Link @DavidLe76335983 2025-10-28T12:12Z 20.2K followers, 1136 engagements

"@PBHPBH001 Lynas has some capacity but not covering all RE elements. Not enough to replace China for sure"
X Link @DavidLe76335983 2025-10-28T12:14Z 20.2K followers, XXX engagements

"China 15th Five Year Plan (2026-2030)"
X Link @DavidLe76335983 2025-10-28T13:40Z 20.3K followers, 8449 engagements

"It is unfortunate that many #Gold #Silver investors got shaken off by this artificial correction Few will be able to get back in on time At the end it is a mental game that not is not for all"
X Link @DavidLe76335983 2025-10-28T18:23Z 20.2K followers, 1507 engagements

"Repatriation of #Gold (while you can) is now the common practice of Central Banks"
X Link @DavidLe76335983 2025-10-28T20:23Z 20.3K followers, 3339 engagements

"@Slotter1521 Bessent is in his own reality e.g. as a successful hedge fund manager"
X Link @DavidLe76335983 2025-10-28T20:39Z 20.3K followers, XXX engagements

"How much longer can Trump tariff continue is multi-billion dollar question"
X Link @DavidLe76335983 2025-10-28T23:27Z 20.3K followers, 2242 engagements

"@kay_viktor Soros and him were defeated in their beat against HKD and lost a lot of money. Bessent still remember that painful experience"
X Link @DavidLe76335983 2025-10-29T01:19Z 20.2K followers, XXX engagements

"@jhouse678 The deals can get rare earth ore but refining them to N7 is the problem. Lynas their only hope has limited capacity and ability yet"
X Link @DavidLe76335983 2025-10-29T03:19Z 20.3K followers, 3509 engagements

"Having rare earth ore does not mean you can refine it Having refining ability does not mean you can get to the purity level needed Having capacity refining (Lynas new plant starting 4/2026 can process 5000 tonnes per year) does not mean you can supply the demand (2024 demand 390000 tonnes)"
X Link @DavidLe76335983 2025-10-29T03:30Z 20.2K followers, 1298 engagements

"@jhouse678 Trump gives hope to people who know nothing about rare earth and believe these deals solve their problems. Reality is quite different unfortunately 🤣 Ask @grok if you dont believe"
X Link @DavidLe76335983 2025-10-29T03:45Z 20.1K followers, XXX engagements

"@grok @jhouse678 Maybe @jhouse678 can learn a but from @grok"
X Link @DavidLe76335983 2025-10-29T03:52Z 20K followers, XXX engagements

"@grok @jhouse678 Very informative. N5 vs N7 is a huge gap"
X Link @DavidLe76335983 2025-10-29T03:54Z 19.9K followers, XXX engagements

"@jhouse678 @grok It hurts when even AI can see through the weakness of your argument 😖"
X Link @DavidLe76335983 2025-10-29T12:36Z 20K followers, XX engagements

"@Michael86030712 @Raul_Aztec When (not if) NVDA collapses it will be mother of all collapse"
X Link @DavidLe76335983 2025-10-29T16:13Z 19.9K followers, XX engagements

"@YooPeterson It is normal. I was discussing with someone on rare earth. After Grok said US will not be able to do it with all the deals he went ballistic and said Grok is wrong. Hard to tell people the truth they simply cant handle the truth"
X Link @DavidLe76335983 2025-10-29T16:40Z 20.2K followers, XX engagements

"@Lets_Go_TACO China EUV already in testing phase. So ASML is less of an issue now"
X Link @DavidLe76335983 2025-10-30T07:00Z 20.3K followers, XXX engagements

"China has been saying this since Liberation Day It kept repeating Fight will fight till the end but the doors are open for negotiation. All negotiation must be equal fair and reciprocal US kept adding restrictions during negotiations Rare Earth Export Control makes Trump realizes he has no card"
X Link @DavidLe76335983 2025-10-24T19:43Z 20.3K followers, 46.2K engagements

"Trump is reducing fentanyl tariff China agricultural tariff came as a retaliation to fentanyl tariff Looks like Trump really needs China to to order some soybean Brazilian soybean now is more expensive than US soybean. But after the agricultural tariff US soybean is still more expensive than Brazilian"
X Link @DavidLe76335983 2025-10-28T23:19Z 20.3K followers, 5426 engagements

"Americans are no longer supportive of Trumps tariff on China MAGA fans still standing behind the tariff. But the longer tariff stays the more the Independent will get alienated. Next November election will be interesting to say the least"
X Link @DavidLe76335983 2025-10-29T02:03Z 20.3K followers, 7756 engagements

"Sanction of Russian energy 🤣"
X Link @DavidLe76335983 2025-10-29T10:31Z 20.3K followers, 6903 engagements

"Congratulations Aidan Hutchinson Well deserved pay raise"
X Link @DavidLe76335983 2025-10-29T16:21Z 20.3K followers, 1724 engagements

"Trump version of the agreement with Xi Waiting for Chinese version which is more of a reflection of what actually was agreed upon"
X Link @DavidLe76335983 2025-10-30T05:52Z 20.3K followers, 60K engagements

"@MarcYong1 Let me guess your weather XX degree Celsius thunderstorm around X pm the daily routine 🤣"
X Link @DavidLe76335983 2025-10-30T22:24Z 20.3K followers, XX engagements