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@GlennLuk Avatar @GlennLuk Glenn

Glenn posts on X about china, ai, reduce, export controls the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance XXXXX% countries XXXXX% technology brands XXXXX% stocks XXXX% automotive brands XXXX% cryptocurrencies XXXX%

Social topic influence china 16.67%, ai 13.89%, reduce #512, export controls #1, investment #1815, accounting #665, flow #2310, market cap 2.78%, capital markets 2.78%, stem XXXX%

Top accounts mentioned or mentioned by @matthewswspence @bradsetser @pretentiouswhat @therealjohnpeng @kevinsxu @poezhao0605 @hassankhan @okaythenfuture @hsusteve @gregherczeg @electricfelix @doggydog1208 @kyletrainemoji @robinjbrooks @michaelxpettis @newlefteviews @zephyrz9 @hofunghung @gonglei89 @rruush15637

Top assets mentioned XPeng Inc. (XPEV) Byte (BYTE)

Top Social Posts

Top posts by engagements in the last XX hours

"@poezhao0605 Equity market value is not necessarily an indicator of fundamental value. Equity capital markets in China and the U.S. are structurally different arguably by design. Here I reference it about general economy activity (GDP) but can apply to tech as well"
X Link 2025-11-19T12:20Z 27K followers, 5159 engagements

"@theRealJohnPeng @hsu_steve I think policymakers are continuously trying to proactively address these market inefficiencies as they arise. This 1T national VC fund is an example of attempts to usie non-market forces to absorb some of this abundance of STEM workers / college graduates"
X Link 2025-12-03T18:25Z 27K followers, XXX engagements

"@matthewswspence @Brad_Setser @GregHerczeg @electricfelix @DoggyDog1208 @pretentiouswhat @KyleTrainEmoji Chinas CA surplus is 3%. Estimated net FDI deficit is 1.6%"
X Link 2025-12-07T07:49Z 27K followers, XXX engagements

"An economy the size of Taiwans just needs X or X TSMC-size companies to be very rich and at advanced levels of development. Taiwans per capita GDP has reached the same level as Scandinavian countries like the Netherlands and Denmark"
X Link 2023-05-02T05:30Z 27.1K followers, 1137 engagements

"Deepseek is a notable omission. While circumstantial this does support the speculation that it is one of the key players working with Huawei to develop the domestic AI chip ecosystem"
X Link 2025-12-10T13:00Z 27.1K followers, 1982 engagements

"Indeed successfully investing in and building out a domestic chip ecosystem and capacity will also reduce the risk of the threat of U.S. export controls impairing accumulated investments that depend on continued access to the nVidia ecosystem. So a few $XX of billions in sales will have minimal impact on Chinas strategic direction here"
X Link 2025-12-10T13:24Z 27.1K followers, 2280 engagements

"This is compelling evidence that getting depreciation rates correct (and recognizing changing capital mix) has a major impact on capital stock TFP and the Solow growth accounting model"
X Link 2024-01-30T04:28Z 27K followers, 12.8K engagements

"Recent data on profitability of Chinese automakers"
X Link 2025-12-05T12:19Z 27.1K followers, 1660 engagements

"Including Xiaomi which was profitable on a GAAP basis in Q3 thats XX. It excludes Leapmotor which is also breakeven/profitable now. XPeng is also close. It also excludes CATL and Huaweis auto division which capture significant industry profitability as key tech/component suppliers. The above list includes incumbents like Chery and Great Wall Motor. People have said they shouldnt count as profitable EV makers because they also have ICE sales. But that point gets increasingly irrelevant as NEVs cross the XX% of sales threshold. They are clearly making money on both NEVs and traditional ICE"
X Link 2025-12-05T12:26Z 27.1K followers, XXX engagements

"Folks like Brad and Lingling have been continuously conflating Chinas rejection of Western-style direct income transfer programs with policy antipathy against social welfare broadly. This could not be more wrong. China is simply choosing its own approaches (e.g. Community Canteens) to implement its social welfare programs"
X Link 2025-12-07T14:50Z 27K followers, 1522 engagements

"Food is a basic need. Taking care of it for those in need goes a long way towards taking care of one key aspect of social security. Good-faith discussion about social welfare in China would include consideration of these programs Even better it would compare and contrast to comparable programs in the West like food stamps. Maybe we might even learn something instead of assuming that prevailing Western approaches cannot be improved upon"
X Link 2025-12-07T14:57Z 27.1K followers, 1991 engagements

"Reminder that the G in GDP stands for gross. This means that GDP does not net out depreciation of a countrys capital stock in calculating current production. Depreciation is an accounting form of recognizing consumption of a capitalized asset; conceptually it is the same as a mark-to-market adjustment just like the aforementioned accounting loss recognition in the illustrative scenario described by Pettis"
X Link 2025-12-08T11:19Z 27K followers, 1011 engagements

"What both depreciation and mark-to-market revaluations of capital stock do is reduce the book value of accumulated net capital stock which unlike GDP flow (analogous to an income statement) is a stock figure (analogous to a balance sheet). And as we know with company financial analysis a mark-to-market reduction in a balance sheet item does not directly affect the companys revenue or EBITDA. The funds spent for those capital assets have already been spent; revaluing the assets doesnt change this fact. In a similar way upwards asset revaluations also do not affect revenue or EBITDA. Note: GDP"
X Link 2025-12-08T11:29Z 27K followers, 1908 engagements

"@pretentiouswhat Its like China and the Siberian Far East over-populated eastern Canada hungrily eyes Northwest Maine and its rich timber resources; the ever-present threat of Canadian annexation hangs over that region like Damocles Sword /s"
X Link 2025-12-08T15:44Z 27K followers, 9190 engagements

"@robin_j_brooks Rookie mistake (mis)interpreting NBS monthly data series"
X Link 2025-12-09T11:31Z 27K followers, XXX engagements

"I see Pettis is still peddling blatant falsehoods like this idea that a mark-to-market reduction on an investment has a dollar-for-dollar reduction in GDP. GDP is a *flow figure measuring *current production and does not seek to apply ex post judgment on past investments (i.e. a financial/accounting adjustment). GDP accountants do not nay cannot differentiate between good or bad investments. Their focus is on measuring *gross economic activity against a set of measurement standards"
X Link 2025-12-08T11:19Z 27.1K followers, 8345 engagements

"@zephyr_z9 They allow Ericsson / foreign vendors in Telco equipment at XX% market share. Catfish benefits Head nod to the WTO I think telco equipment is more sensitive (direct natsec) so my hunch is the target is to keep NVDA/foreign market share in AI chips at 20-30% long term"
X Link 2025-12-09T00:01Z 27K followers, XXX engagements

"Exponentially better What is cost-adjusted performwnce difference of the same chip design at 2nm compare to 5nm Granted its been more than a decade since I last looked in depth at SSD vs HDD performance but I think HDD has maintained a similar 2x $/byte advantage through the years"
X Link 2025-12-09T00:23Z 27K followers, XXX engagements

"Chinese regulators are polling key GPU users Bytedance Alibaba and Tencent for H200 demand. Presumably its response to the relaxed export controls will be based on this demand feedback. Objective will be tactical and doesnt change strategic goal of domestic AI chip self-sufficiency"
X Link 2025-12-10T12:40Z 27.1K followers, 10.3K engagements

"All the handwringing over the relaxation of the H200 export controls misses on the reality that Chinese regulators will view this from a tactical not strategic perspective. There is latent demand for H200s because of existing Chinese AI software and infrastructure built on the nVidia ecosystem; H200s would extend its useful life and there is clearly rapidly growing downstream demand. But the very clear medium-term objective is to build an alternate ecosystem that will be impervious to future U.S. actions. There is a clear RoI here because the ever-present threat of future U.S. actions"
X Link 2025-12-10T13:21Z 27.1K followers, 1546 engagements

"@hofunghung Youre using PMI incorrectly. Below XX does not mean contraction"
X Link 2025-12-10T16:10Z 27.1K followers, XXX engagements