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French politics is experiencing turmoil, with the new government lasting only a few hours, making it the shortest-lived government in France's history. The government collapsed immediately after forming, and the Prime Minister has resigned. This instability follows a recent trend of governmental challenges in France.
Social category influence countries #1940 finance #1436 travel destinations XXXX% technology brands #5551 stocks XXXX% automotive brands XXXX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence china #94, all the 0.86%, countries #2240, over the #179, russia #607, trumps #271, $4732t #150, currency #152, israel #3840, chips #223
Top accounts mentioned or mentioned by @zhaixiang5 @foundingleaderh @kavenmaitimborb @got2be4real @doggydog1208 @hsmith24993512 @hanliei @gamedevphysics @girkehanjo @babywhitemonkey @grok @arottenoldone @chefmiew @angelicaoung @francetv @nofollo92476663 @prpronto @romanclemente7 @vidyut @lanirefiti
Top assets mentioned Bitcoin (BTC) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last XX hours
"This is huge indeed. Unreal as it may sound it does look like some EU states are starting to show willingness to confront Israel militarily at least to escort the Sumud flotilla on which some of their MPs are sailing. This is truly a golden opportunity for Europe to a) regain a modicum of legitimacy and b) show strategic autonomy from the US. On top of course of putting pressure on Israel to stop the horror of Gaza. And it all works because as David rightly points out π public pressure so keep it up"
X Link @RnaudBertrand 2025-09-29T09:24Z 360.3K followers, 141.4K engagements
"Trump threatens destruction of iconic American company in response to China's export controls. This comes after he threatened to pay double for all products they import from China"
X Link @RnaudBertrand 2025-10-12T02:36Z 360.3K followers, 55.3K engagements
"@ZhaiXiang5 It's true that's also special: rising against all currencies which shows loss of confidence in the fiat monetary system overall"
X Link @RnaudBertrand 2025-10-07T04:52Z 360.3K followers, 109K engagements
"Thinking about it ironically maybe the biggest victims of the Trump tariffs may end up being American companies. Take Apple for instance. These guys have spent decades building incredibly complex global supply chains that span dozens of countries. They can't just flip a switch and move everything back to America. Their supply network represents tens of billions in investment thousands of supplier relationships and logistics systems perfected over decades. Dismantling this overnight is impossible and building a comparable domestic alternative - which is the stated goal of the Trump tariffs -"
X Link @RnaudBertrand 2025-04-03T16:06Z 360.3K followers, 206.6K engagements
"The funniest part of this is that Wan Hai is a Taiwanese shipping company which goes to show they're starting to understand that acknowledging that Taiwan is part of China does come with its advantages π"
X Link @RnaudBertrand 2025-06-23T04:34Z 360.1K followers, 77.5K engagements
"Absolutely extraordinary exchange between Israel and China π I've never seen such a heated exchange come out of top-level forum in China (this is from the 12th Beijing Xiangshan Forum that started yesterday) this normally never happens. The guy speaking is Yan Xuetong the dean of the Institute of International Relations at Tsinghua University the most prestigious university in China. Speaking for Israel is a military officer apparently called Elad Shoshan. Yan Xuetong truly doesn't hold back: - When the Israeli officer tries to bullshit him around how Israel supposedly protects civilians in"
X Link @RnaudBertrand 2025-09-18T02:34Z 360.4K followers, 5.1M engagements
"π
I actually wouldn't be surprised that if China takes leadership in age reversal you would see the rise of a "pro young death" movement in the West π
Expect coverage like: - "Opinion: Living Past XX is Authoritarian" - "Experts Say Early Death Builds Character and Resilience in Democratic Societies" - "Harvard Study: Societies That Accept Death Show Higher Freedom Index Scores" - "Senator Introduces 'FREEDOM to Expire Act' to Counter Beijing's Aging Agenda" π
Just as we saw anti-climate go mainstream when they started leading green tech"
X Link @RnaudBertrand 2025-10-05T09:08Z 360.3K followers, 101.7K engagements
"If I were American Trump and Hegseth's speech would actually worry me: they quite literally announced that they were transforming the military into a force politically loyal to MAGA - purging officers who aren't - and refocusing it on domestic enemies. I'm not even exaggerating: - Trump said that the "war from within" against what he described as "the enemy from within" "is a big part of the war now" (he repeated this twice) and that it was "going to be a major part for some of the people in this room." He said these "enemies from within" had to be "handled before it gets out of control""
X Link @RnaudBertrand 2025-10-01T05:53Z 359.9K followers, 281.2K engagements
"This is yet another move that doesn't make any sense whatsoever from an economic or strategic perspective. As per the FT article the EDA firms that will now be banned from selling to China - Synopsys Cadence Design Systems and Siemens EDA - have an XX% market share there and their revenue in the Chinese market account for between XX% and XX% of their global sales. At the same time there are some domestic Chinese companies in this sector like Huada Empyrean Software (HES). This is essentially saying "let's take the XX% market share our companies have in this sector and hand it over to Chinese"
X Link @RnaudBertrand 2025-05-29T01:35Z 360K followers, 62.4K engagements
"@kerd50659461 It's not bogus just read the study I refer to in the post: China used to be extremely dependent on the US for helium"
X Link @RnaudBertrand 2025-10-12T08:21Z 360.4K followers, 14.2K engagements
""The U.S.A. wants to help China not hurt it" π
Looks like the weekend presidential briefing included some pretty bleak charts π
"
X Link @RnaudBertrand 2025-10-13T00:08Z 360.4K followers, 102.4K engagements
"I've lived in Nepal during a few months a stunning country that's really dear to my heart. I was notably there during the 2015 earthquake a time when one of the main leaders of the current "Gen Z" protests (Sudan Gurung who founded Hami Nepal) lost a child which was the trigger for his activism. I've seen the corruption. In fact the truth is that formal government structures barely function in much of Nepal - outside major cities the state is more theoretical than real. It was crystal clear during the earthquake but also at other times. For instance I've seen with my own eyes that when a"
X Link @RnaudBertrand 2025-09-10T06:27Z 360.3K followers, 1.2M engagements
"@AIinPractice If it's the strongest why are they losing The Chinese can't compete on price on that one since these are free models π€·"
X Link @RnaudBertrand 2025-10-14T13:08Z 360.3K followers, 2799 engagements
"@foundingleaderh Wind & solar are different from oil though: the energy source is the sun (and wind). A solar panel lasts about XX years and in that timeframe you're completely independent: China cannot turn off the sun or the wind π"
X Link @RnaudBertrand 2025-10-10T02:04Z 360.1K followers, 1858 engagements
"The new French government lasted just a few hours shortest lived government in France's entire history. French politics has become a complete joke: Macron nominated yet another PM a month ago who didn't form a government until yesterday. The government immediately collapsed and the PM has now resigned too. Maybe Macron will eventually realize that maybe it wasn't such a brilliant move to organize elections and ignore what people actually voted for π€·β"
X Link @RnaudBertrand 2025-10-06T08:02Z 360.3K followers, 219.7K engagements
"Looks like it's finally starting to get talked about more π "Debasement trade""
X Link @RnaudBertrand 2025-10-08T04:30Z 360.3K followers, 43.6K engagements
"This has nothing to do. SoftBank/Arm willingly sold XX% majority stake to Chinese investors. Chinese investors legally owned the majority of the company. After the CEO of the company went rogue and refused to be fired but he was working for a Chinese-majority-owned company. In this Nexperia case Wingtech legally purchased XXX% of Nexperia. But now the Dutch government is seizing it. Completely different situation"
X Link @RnaudBertrand 2025-10-13T02:49Z 360.4K followers, 15.2K engagements
"@TheJaggi I agree this could prove good news for India in the long run"
X Link @RnaudBertrand 2025-09-26T07:01Z 360K followers, XXX engagements
"This really goes to show the disconnect between the US and the world. They're trying to spin China's rare earth controls as some sort of unprovoked "attack on the world" when the truth is that the immense majority of the world is cheering China here: finally someone strong and daring enough to stand up to US bullying. The bigger timeless lesson here is the golden rule: "Don't do unto others what you don't want done unto you." The US could afford to ignore it during the unipolar moment as the power differential meant nothing meaningful could be done to them but the rules have obviously changed"
X Link @RnaudBertrand 2025-10-11T03:10Z 360.3K followers, 249.1K engagements
"I wish all Europeans could watch this video to understand how pointless the sanctions against Russia have been. This is Eyck Freymann a Hoover Fellow at Stanford University specialized in international trade speaking a few days ago at Harvard university (full video here: He did the research and not only does it show in his words that the sanctions were "a failure" but that in many ways Russia is doing better than before the war. They're taking in more oil revenue and ordinary Russians are "doing great" with significantly higher incomes (after inflation) than before the war. Hard not to come"
X Link @RnaudBertrand 2025-10-05T14:58Z 360.3K followers, 100.3K engagements
"Fascinating geopolitical analysis by Emmanuel Todd one of the very few great French intellectuals we have left. I added English subtitles for you. He believes - as I do - that fundamentally the US is accepting what he calls "defeat" against not only Russia but China as well and that Trump is effectively trying - clumsily - to manage this defeat and to adapt the US to multipolarity. He says that the US's defeat in Ukraine isn't like Afghanistan or Iraq but that it represents what he calls "America's first major strategic defeat of its history." In the war he says Russia has become "the shield"
X Link @RnaudBertrand 2025-10-02T09:23Z 360.4K followers, 404.4K engagements
"Someone in China can be punished for "Picking quarrels and provoking trouble" or other infringements of Chinese law without this having anything to do with a "social credit score" which again doesn't exist. Xu Xiaodong or anyone in China doesn't have a "score" that evolves based on their actions"
X Link @RnaudBertrand 2025-10-12T09:21Z 360.3K followers, 6321 engagements
"Do you realize how halfwitted you sound Your position is that because some Chinese companies allegedly did bad things all Chinese companies should be punished for this So by the same token China can seize BMW because Volkswagen had Dieselgate Or confiscate Apple because Enron committed fraud Collective punishment based on nationality literally violates the most elementary principles of justice"
X Link @RnaudBertrand 2025-10-13T02:58Z 360.3K followers, 16.3K engagements
"@gamedevphysics No I don't think that's true the company wasn't on the verge of bankruptcy. But it did improve its metrics under Chinese management"
X Link @RnaudBertrand 2025-10-15T04:51Z 360.3K followers, XXX engagements
"Update: we now know who Nepal's next PM is - a XX year old grandmother called Sushila Karki - and it further undermines the "color revolution" theory. In fact her profile couldn't possibly be more badass: - Former Chief Justice until she got impeached in 2017 for going head on against the system to fight corruption - Old school revolutionary: she participated in the 1990 People's Movement that overthrew Nepal's monarchy and was imprisoned for it - Zero Western connections: her entire education was in Nepal and India. No Harvard no Yale no Soros scholarships no Western NGO work. Nothing. - Her"
X Link @RnaudBertrand 2025-09-13T04:24Z 360.3K followers, 1M engagements
"Incredibly revealing answer that confirms once more that the US is changing its defense doctrine and narrowing it down on the homeland. He says that "we're going to defend the homeland first that's the most important" and he defines this as controlling immigration. He also completely redefines US power projection abroad as something done "so that our adversaries far away don't feel like they can move into our hemisphere and threaten us here." Under Joe Biden and decades of previous administrations for decades power projection was about being "world policeman" upholding a so-called"
X Link @RnaudBertrand 2025-10-06T04:16Z 360.3K followers, 126.1K engagements
"I don't want to be cynical but I somehow suspect that this "Peace in the Middle East" image will be Trump's equivalent to Bush's "Mission Accomplished" in 2003"
X Link @RnaudBertrand 2025-10-13T23:21Z 360.4K followers, 83.5K engagements
"This is beyond parody. Von Der Leyen said "I want the future of AI to be made in Europe" while rolling out this "ambitious" $XXX billion plan. $XXX billion is literally XXXX% of what the the world is spending on AI in 2025 $XXX billion cannot even pay for a single major AI training data center at the current rates. This is basically like showing up with a butter knife to a bazooka fight"
X Link @RnaudBertrand 2025-10-13T01:08Z 360.3K followers, 160.2K engagements
"This sounds like absolutely major changes in the Chinese model being announced by Xi. "Rectifying disorderly low-price competition among enterprises" is probably the most important one. It sounds like something of the order of "houses are for living not for speculation" the expression Xi used to announce the deflation of the real estate bubble. Xi is saying he wants an end to "involution" ("" Neijuan) a term he mentions several times in his text and which is very trendy in China right now. Probably the best translation for it is not actually "involution" but more something akin to "rat race""
X Link @RnaudBertrand 2025-09-15T09:26Z 360.3K followers, 255.4K engagements
"I love how Merkel asked her advisor to fact-check Xi when this is common sense: people (even world leaders apparently) don't understand that in the long arc of history Western supremacy was an aberration brought about by temporary technological superiority which is coming to an end. The normal order of things is that countries with the most people are the most powerful"
X Link @RnaudBertrand 2025-09-06T06:41Z 360.4K followers, 671.9K engagements
"Interestingly now that we have more information the best angle to understand what happened with Nexperia is as an economic proxy war between the U.S. and China with Europe - as is often the case these days - as the battleground (and therefore the main victim). As per confirmation from court filings it's now clear that the Dutch moved to seize Nexperia because they were told by the U.S. that if they didn't do so the company would end up on the Entity List and would therefore be basically killed by extraterritorial U.S. sanctions. Which would have been a heavy blow for the Dutch economy because"
X Link @RnaudBertrand 2025-10-14T13:06Z 360.3K followers, 318.3K engagements
"That's the way the game is played now in the West π Rule of law is but a memory"
X Link @RnaudBertrand 2025-10-13T07:47Z 360.3K followers, 45.2K engagements
"I just read this WSJ article on why Europe's tech scene is so much smaller than the US's and China's. I'm afraid that like most articles on this topic it largely misses the mark. Which in itself illustrates a key reason why Europe is lagging behind: when you fail to understand the root causes of an issue you have zero chance to solve it. What makes me competent to speak on this topic Back in the late 2000s and early 2010s I founded and led HouseTrip which at the time was one of Europe's top startups. We were the first historical startup in which all top X VC investors in Europe invested. So I"
X Link @RnaudBertrand 2025-05-21T03:21Z 360.3K followers, 830.6K engagements
"@glimmande It is insane"
X Link @RnaudBertrand 2025-10-08T06:41Z 360.3K followers, 6050 engagements
"This is a fascinating analysis by CSIS on the use of ethane export controls by the U.S. as a retaliation tool again rare earths (as was just done by the Trump admin): More than anything it illustrates how few cards the U.S. has because as per the analysis it's clear than restricting ethane exports is a desperate measure that "inflict more damage on U.S. companies than Chinese competitors" (unlike rare earths in China's case that can bring complete chunks of the U.S. economy to a halt without hurting China much). In fact the analysis says that ethane controls "fail to clear even the lowest bar"
X Link @RnaudBertrand 2025-06-12T11:43Z 360.3K followers, 75.8K engagements
"@Jc71006290 @noemu95 I don't see how it's Orwellian. If someone goes around scamming people it's actually quite lenient to only punish them by preventing them to take fast trains. Many other countries send these people to prison"
X Link @RnaudBertrand 2025-10-12T13:57Z 360.1K followers, XXX engagements
"This is legit hilarious: according to the US Secretary of Agriculture herself Trump's bailout of Argentina means that US taxpayers are now effectively subsidizing Argentinian soybean exports to China - the very market American farmers have been shut out of. All the funnier when you consider that one of the key objectives of the bailout is presumably to prevent Argentina - one of the US's only friendly governments left in South America - from moving closer to China. And instead it's effectively funding the exact opposite outcome. This is according to this leaked text π that Scott Bessent is"
X Link @RnaudBertrand 2025-09-30T02:16Z 360.4K followers, 2.8M engagements
"@Islaladrones I now live in Malaysia lived in China until X years ago and go back there several times a year (twice so far this year)"
X Link @RnaudBertrand 2025-10-15T10:20Z 360.4K followers, XXX engagements
"Interesting background on what kicked off China's latest round of export controls by Paul who's typically very well informed"
X Link @RnaudBertrand 2025-10-11T00:56Z 360.3K followers, 38.1K engagements
"I don't think I'm exaggerating by saying that this truly is the US's Suez moment: Saudi Arabia just entered into a NATO-like alliance with Pakistan whereby "any attack on either country is an attack on both." The symbolic is extraordinary: Saudi Arabia was in many ways THE poster child of US client states. If they no longer trusts American security guarantees why should anyone else And of course the fact this actually happened and wasn't prevented by the U.S. is immensely telling in and of itself. This has so many other consequences that it's almost too much to fathom: - First of all it means"
X Link @RnaudBertrand 2025-09-18T05:05Z 360.3K followers, 2.4M engagements
"While everyone focuses on the Charlie Kirk story this deserves at least equal attention: the U.S. military in collusion with the South Korean government maintained during decades a system where tens of thousands of women were forced into sexual servitude for U.S. soldiers many of whom were minors. This isn't speculation: the South Korean supreme court ruled in 2022 that the government had illegally operated these brothels in a way where the women were subjected to debt bondage and unable to leave. In fact as per the New York Times "all the women in this system were held in debt bondage" so"
X Link @RnaudBertrand 2025-09-11T07:53Z 360.3K followers, 1.8M engagements
"I love how French state media define the global South: Russia and China that's it π€¦ And Turkey & Iran are defined as "Sunni radical Islam" when for one thing Iran is famously Shia. Disinformation in France is absolutely off the charts"
X Link @RnaudBertrand 2024-03-24T09:06Z 360K followers, 267.6K engagements
"I know this won't be popular in some quarters but facts are facts: after the Trump-Xi call last week this is another strong signal of a noticeable warming of US-China relations. This is the first Congress delegation to visit China in over X years. And not any delegation: it's bipartisan and made of senior ranking members of both the Armed Service and the Foreign Affairs Committees. The trip was described by the delegation as aimed at breaking the ice after the Trump-Xi call and as being the first of many in order to to strengthen the relationship. And here π Wang Yi too is describing it as"
X Link @RnaudBertrand 2025-09-24T07:40Z 360.3K followers, 251.4K engagements
"The most insane fact about the new Huajiang Canyon Bridge isn't that it cost less than $300m to build (less than what the US spends on its military in a single morning) but that it was built with tourism facilities that will welcome X million visitors a year They can pay for a whole range of experiences from a basic glass bridge observation (99 yuan) to extreme sports packages costing up to 2999 yuan (which includes bungee jumping off the bridge: Which means there are good chances that this bridge will pay for itself within just a few years with tourism alone"
X Link @RnaudBertrand 2025-10-03T07:18Z 360.3K followers, 420.9K engagements
"@aunty_evology Sesame credit has nothing to do with a social credit score: it's a rating system internal to the Alibaba ecosystem much like people have scores on eBay or Uber"
X Link @RnaudBertrand 2025-10-12T13:49Z 360.1K followers, 1647 engagements
"Exactly. This is not a small thing it's a major company"
X Link @RnaudBertrand 2025-10-13T03:35Z 360.3K followers, 74.3K engagements
"Yes we know"
X Link @RnaudBertrand 2025-10-14T13:44Z 360.4K followers, 19.4K engagements
""U.S. lawmakers are trying to bar Chinese biotech companies over fears about Americas failure to compete with China in the industry" Practical: if your competitor is better than you ban them from the race. But also very short-sighted"
X Link @RnaudBertrand 2024-02-22T06:31Z 360K followers, 27.4K engagements
"When you think about it probably no other product in history has seen such a dramatic upgrade: gutter oil went from something that was considered shameful to a hot commodity used as leverage in a trade war between superpowers"
X Link @RnaudBertrand 2025-10-15T04:44Z 360.4K followers, 22.6K engagements
"Deng Xiaoping's comment on Gorbachev after meeting him in 1989 (according to Zhang Weiwei his interpreter: was: "This man may look smart but in fact is stupid.""
X Link @RnaudBertrand 2025-10-02T05:11Z 360.3K followers, 163.1K engagements
"Ok I looked into this because sometimes claims that "China invents Y" can be somewhat exaggerated. But this is real and completely insane. This technology called "Bone 02" (inspired by the well-known "502 glue" in China) has been developed for the past X years by a team of orthopedic surgeons in Zhejiang province. The team leads are Professor Fan Shunwu ( Director of the Orthopedics Department at Zhejiang University) and Lin Xianfeng It's inspired by oysters because the researchers noticed their extraordinary ability to firmly attach themselves in harsh underwater environment by secreting a"
X Link @RnaudBertrand 2025-09-29T02:00Z 360.3K followers, 13.1M engagements
"Yet another scientific discovery in China that sounds too incredible to be true yet I spent the past X days fact-checking it and it is in fact true: researchers from the Chinese Academy of Sciences (China's most prestigious research institute) have managed to reverse aging in primates using engineered human stem cells. The age reversal is across the board: it affected XX organ systems XX tissue types the brain the bones teeth reproductive system all the way down to cells and neurons. This is all the more groundbreaking because the primates they achieved this on - crab-eating macaques"
X Link @RnaudBertrand 2025-10-05T08:07Z 360.3K followers, 1M engagements
"Always funny to compare this with the projections at the start of the year And in this case: - "Advanced economies" are doing worse than expected (1.6% now vs 1.9%) especially the US (2% now vs 2.7%) - China is doing better than expected: XXX% now vs XXX% projected in January"
X Link @RnaudBertrand 2025-10-15T08:03Z 360.3K followers, 68K engagements
"This really isn't getting enough attention. China has truly gone all in on export controls today in a major way. Not only did they announce the unprecedented rare earths restrictions that I posted about earlier π (targeted among others at the advanced semiconductors sector) but they issued X consecutive announcements in total with other export controls on: - The machines and expertise to process rare earths - not just the rare earths themselves but all the specialized equipment and technical know-how to turn rare earth into usable materials (obviously making it all the harder to try to move"
X Link @RnaudBertrand 2025-10-09T13:14Z 360.3K followers, 412.6K engagements
"Someone asked an AI founder X months ago: "What is an example of a decision you've made that is best for the world but not best for winning" The founder's reply: "Well we haven't put a sex bot in our product yet" The name of that founder Sam Altman (in this interview: Which means that according to himself he just did something that is worse for the world (but best for "winning"). Which is largely the story of the human race: easy to have principles when things go your way much harder when it becomes costly. And ironically that's exactly how AI itself works: "reinforcement learning" optimizes"
X Link @RnaudBertrand 2025-10-15T01:30Z 360.3K followers, 103K engagements
"This is all the more insulting to Malaysia that the primary mediator of the ceasefire between Cambodia and Thailand was their Prime Minister Anwar Ibrahim. The negotiations happened on Malaysian soil at a Malaysian-hosted summit back in July which Anwar was personally mediating. The extent of Trump's involvement was a phone call to both Thailand and Cambodia threatening trade consequences if fighting continued. Diplomatically speaking it could hardly get more insulting. He's literally conditioning his visit to a country on them giving him credit for one of the great diplomatic achievements of"
X Link @RnaudBertrand 2025-10-07T02:02Z 360.3K followers, 84.6K engagements
"As predicted π Src:"
X Link @RnaudBertrand 2025-07-08T02:43Z 360.3K followers, 14K engagements
"They're trying so hard to spin China's rare earth controls as some sort of unprovoked "attack on the world" π€¦β Which is pretty rich considering it's a reaction to Trump literally starting starting a trade war against the entire planet. The truth is that the immense majority of the world is cheering China here. From what I've been hearing that's even the case for the average European who wishes their leaders could respond the way China does instead of having to submit and be humiliated. China is actually doing the world a favor here by enforcing consequences that never existed before. Far"
X Link @RnaudBertrand 2025-10-15T14:22Z 360.3K followers, 111.1K engagements
"@prpronto It's not exactly mined but extracted from some types of natural gas deposits of which China has some"
X Link @RnaudBertrand 2025-10-12T07:19Z 360.4K followers, 17.4K engagements
"Update on the below π: there are some reports in some media both in English and Chinese & that Australian mining giant BHP yielded and "accepted RMB settlement for iron ore spot transactions at Chinese ports starting in the fourth quarter of 2025." Not sure how accurate this is: there doesn't seem to be any confirmation of this from BHP despite these articles claiming this was an "official announcement" from them. And all those articles refer to each others as source which is often the sign that something is a rumor more than an actual news. Still sometimes when there's smoke it means"
X Link @RnaudBertrand 2025-10-12T07:13Z 360.3K followers, 34.8K engagements
"Also it's completely false and easy to prove that's the case based on what was disclosed in the court documents. What kicked the whole thing off in JUNE was the US telling the Dutch officials about a forthcoming change in the Entity List and that the CEO would need to be replaced. It's only AFTER this that the Dutch government started to look for a legal strategy to oust Nexperia's CEO and effectively seize the company. So the whole "the CEO was fired due to mismanagement" is a completely bullshit process legitimacy argument: it's painfully obvious that this is a textbook political action"
X Link @RnaudBertrand 2025-10-15T01:44Z 360.3K followers, 39.3K engagements
"I don't buy into most of the AI hype but I think a mass "Her" scenario is unfortunately a fairly high probability: it wouldn't surprise me if a very big proportion of my children's generation have AI companions maybe even embodied in humanoid robots at some point. In fact that might be one of the single biggest threats AI poses: not these far-fetched terminator-like nightmares but the irony of us getting extinct because we get "perfect" frictionless love honeytrapping ourselves"
X Link @RnaudBertrand 2025-10-15T13:46Z 360.3K followers, 53.8K engagements
"@MiaComing The US Yes they started the trade war"
X Link @RnaudBertrand 2025-10-10T23:56Z 360K followers, 4457 engagements
"Yet another perfect illustration why it'd be so potentially devastating to sever links between U.S. and Chinese science as the Trump administration is trying to do. A Chinese biotech company found what Dr Norman Sharpless former director of the National Cancer Institute says is the first "potential cure" he's seen in his XX years in oncology for myeloma a common and extremely painful blood cancer that doctors thought incurable. A group of XX patients who had longstanding multiple myeloma underwent a clinical trial funded by Johnson & Johnson which has an exclusive licensing agreement with"
X Link @RnaudBertrand 2025-06-05T05:03Z 360.3K followers, 61.3K engagements
"That's actually an insanely irresponsible thing to say as a EU leader. This is a perfect situation to use the expression: "cutting off your nose to spite your face": celebrating a literal act of war against your own continent making a complete mockery of your own sovereignty and foundational principles like the sanctity of property just because you didn't like who was selling you the gas (and presumably to genuflect before those who blew up the pipeline). Think about the precedents this sets and the image this gives to anyone abroad and even EU citizens. You know Europe's degeneration is"
X Link @RnaudBertrand 2025-10-08T17:14Z 360.3K followers, 143.2K engagements
"Singaporean statesman Kishore Mahbubani (@mahbubani_k) the former president of the UN Security Council is imho one of the most astute geopolitical observers out there. He too believes there has been "a big shift" recently in the US's approach to China: they've gone from seeking to subjugate China to "implicitly accepting China as its peer competitor" in effect resigning themselves to coexistence as equals. This is not done out of kindness or goodwill but - as Mahbubani explains - driven by structural forces: subjugation only works when there's asymmetry but once you know the other side can"
X Link @RnaudBertrand 2025-10-09T02:11Z 360.4K followers, 123K engagements
"This is a fascinating example of how innovation and creativity beats regulation. I'm sure you've heard about China's infamous 'gutter oil' - waste cooking oil recovered from sewers that used to cause major food safety scandals. Well it has unexpectedly become one of China's most sought-after exports and incredibly it's now more expensive than brand new palm oil and soybean oil The reason Aviation biofuel. As it turns out used cooking oil can be transformed into Sustainable Aviation Fuel (SAF) which reduces carbon emissions by up to XX% compared to traditional jet fuel. This has made it"
X Link @RnaudBertrand 2024-12-14T03:00Z 360.3K followers, 173.6K engagements
"Happy Mid-Autumn Festival to everyone celebrating π₯³ We're eating our mooncakes as I type this π"
X Link @RnaudBertrand 2025-10-06T12:07Z 360K followers, 39.7K engagements
"@maxboonen Because rich people have wealth to park in gold and the poor need to live paycheck to paycheck in the depreciating currency"
X Link @RnaudBertrand 2025-10-07T07:48Z 360.2K followers, 101.4K engagements
"This is an extraordinarily dumb thing for Europe to do: the Dutch government is quite literally stealing a leading Chinese semiconductors company at least its international operations. They're probably acting in coordination with Washington since it was simultaneous to Trump's new "50% rule" that added all subsidiaries of companies on the U.S. "Entity List" to the list (which is the case of Wingtech Technology Nexperia's Chinese parent company). I'm not even exaggerating on the "stealing" bit: they suspended the Chinese CEO from his position appointed a non-Chinese director on the board with"
X Link @RnaudBertrand 2025-10-13T02:34Z 360.4K followers, 850.9K engagements
"The story around China issuing USD-denominated sovereign bonds in Saudi Arabia is generating an enormous amount of buzz in China and could potentially be immensely important. I strongly suspect it's a message to the upcoming Trump administration. Let me explain what seems to be going on. On the face of it it's not a major story: China issued $X billion in USD-denominated sovereign bonds in Saudi Arabia which means that investors lent USD to the Chinese government that they promised to pay back. That's what a bond is. So far relatively boring. The first somewhat interesting aspect of it is"
X Link @RnaudBertrand 2024-11-21T03:59Z 360K followers, 1.7M engagements
"@misfit_bro17 There's little discussion on this because it's not happening"
X Link @RnaudBertrand 2025-10-15T14:01Z 360.3K followers, XXX engagements
"Two interesting precisions on the rare earth ban that China made over the past XX hours: 1) The Chinese embassy in the US (src: said this was done in retaliation to the US violating the agreement made in Madrid in September by introducing "a string of new restrictive measures targeting China" such as the introduction of the so-called XX percent rule that results in thousands of new Chinese companies being sanctioned. 2) The Chinese Ministry of Commerce (src: precise that the export controls only target "usage of medium and heavy rare earths and related items in the military field" which was"
X Link @RnaudBertrand 2025-10-12T08:19Z 360.3K followers, 174.7K engagements
"@DoggyDog1208 There is actually an interesting parallel to make with the KMT moving ROC gold and Forbidden City treasures to Taiwan when they lost the civil war (see at the end here π) In a way the US is doing the same moving strategic assets to the US"
X Link @RnaudBertrand 2025-10-03T08:11Z 360.2K followers, 1702 engagements
"I was studying other times in history when gold prices more than doubled in the reserve currency of the time as they did in the past year: it's rare and almost always a sign of a profound loss of confidence in the existing monetary and political order going all the way back to the Roman empire (the so-called "Crisis of the Third Century"). And it often marked the transition from one era of power to the next: the fall of Rome Spain's decline from world power the French Revolution and Terror the end of Bretton Woods etc. Interestingly it's often actually as much a cause as a sign of these"
X Link @RnaudBertrand 2025-10-07T04:13Z 360.4K followers, 4.7M engagements
"I don't think people are realizing what's happening with the Global Sumud Flotilla: it's potentially becoming extremely consequential. Fact is at this stage the flotilla is effectively escorted by multiple warships from X major countries: Spain Italy and Turkyie. The warships are all nominally there to "assist" and "rescue" the flotilla in case shit happens - that's the official story - BUT: - They obviously have a very strong deterrence effect so Israel will think twice before attacking - I frankly cannot believe they wouldn't act if the flotilla gets attacked as this would be a major PR"
X Link @RnaudBertrand 2025-09-29T14:04Z 360.4K followers, 2.7M engagements
"This is actually big potentially huge notably because China's new rare earth export controls include a provision (point X here: whereby anyone using rare earths to develop advanced semiconductors (defined as 14nm-and-below) will require case-by-case approval. Which effectively gives China de-facto veto power over the entire advanced semi-conductor supply chain as rare earths are used at critical steps throughout - from ASML (who use rare earths for magnets in their lithography machines: to TSMC. The export controls are also extra-territorial: foreign entities must obtain Chinese export"
X Link @RnaudBertrand 2025-10-09T04:33Z 360.4K followers, 783.8K engagements
"Unsurprisingly she is beloved by the U.S. here's a Trump post from this January π where he praises her effusively"
X Link @RnaudBertrand 2025-10-10T10:49Z 360.4K followers, 22K engagements
"@pur3bl00d23 @DomiRattus You're completely mixing up plenty of things that have nothing to do with a "social credit score". Again there is no scoring system no-one in China is given a score that evolves based on their daily actions"
X Link @RnaudBertrand 2025-10-12T13:47Z 360.1K followers, XXX engagements
"I just spent the last hour on flightradar24 and I couldn't find a single flight from China to the US that transits through Russian airspace. So Trump is asking here for something that's already the case π€·"
X Link @RnaudBertrand 2025-10-10T04:47Z 360.4K followers, 62K engagements
"And what a surprise turns out that this "Russia shadow fleet" tanker seized by French special forces was just a normal tanker that's now been allowed to continue its course after an investigation"
X Link @RnaudBertrand 2025-10-03T08:45Z 360.3K followers, 186.8K engagements
"@jenzhuscott @Climate__Clock @gave_vincent @GlennLuk @ruima @liqian_ren @rohanpaul_ai Thank you πππ"
X Link @RnaudBertrand 2025-10-15T05:15Z 360.3K followers, XXX engagements
"I feel like I'm taking crazy pills: Nvidia's CEO says China is "way ahead on energy" but that he's "so happy that president Trump leaned into pro-energy growth." But Trump's approach when it comes to energy is driven by ideology calling green energy "a scam" and calling renewables "a joke" when China's energy growth was driven in large part by green energy - it's a key reason why they're "way ahead" and leapfrogged the U.S. I actually studied the numbers and they're fascinating. China overtook U.S. electricity production in 2010: before that date the US was always ahead. Since then"
X Link @RnaudBertrand 2025-10-10T01:53Z 360.3K followers, 107.2K engagements
"There might however be one downside to this discovery π
"
X Link @RnaudBertrand 2025-10-05T08:15Z 360.3K followers, 124.8K engagements
"Its gone largely unnoticed but there is currently an epic battle between Australian mining giants and China over who sets pricing for iron ore (one of the world's most strategic commodities) and in which currency. The latest move just a week ago is that China banned dollar-denominated trade of iron ore from Australias mining giant BHP (interestingly RMB trade is still allowed). Odd coincidence within less than XX hours after the ban three people died in a gigantic Chinese iron-ore mining project that was key to Chinas leverage in this battle forcing the projects shutdown. China and Australia"
X Link @RnaudBertrand 2025-10-08T05:36Z 360.3K followers, 280K engagements
"The ideological aspect is crystal clear see π "Democracy is a precondition for lasting peace" By which they mean liberal democracy of course. And it couldn't be more false: the countries that have waged the most wars by far over the past few decades were liberal democracies (the US first and foremost)"
X Link @RnaudBertrand 2025-10-10T10:07Z 360K followers, 35.1K engagements
""If enforced aggressively this policy could mean "lights out" for the US AI boom""
X Link @RnaudBertrand 2025-10-09T15:49Z 360.3K followers, 28.5K engagements
"Perfect illustration of how broken X's "community notes" system is. Complete fake news like this one π on China's social credit score routinely amass millions of views with zero notes appearing. Which is crazy when you think about it. Anyone who spends more than X minutes in China can verify that this "social credit score" narrative is a complete myth. No-one in China has a "score" and even less so one that makes people homeless. And homelessness is incredibly rare in China: you can travel weeks throughout the country without seeing a single homeless person. Most tourists who've visited the"
X Link @RnaudBertrand 2025-10-12T09:08Z 360.4K followers, 316K engagements
"This isn't just any report by a fringe organization: this is the United Nations - which lest you forget under the Charter signed by the entire world is supposed to represent the ultimate international legal authority - now officially saying that Israel is committing genocide. And not in a small way: while the Genocide Convention requires proof of just ONE "prohibited act with genocidal intent" to establish genocide they found Israel guilty of FOUR separate categories: - killing Palestinians - causing them serious bodily and mental harm - deliberately inflicting conditions calculated to"
X Link @RnaudBertrand 2025-09-16T11:36Z 360.3K followers, 591.7K engagements
"First of all you live in Liechtenstein one of the world's most privileged countries. So spare me the "we're oppressed" shtick. Also it's not because you don't like the current government that you should support a foreign country doing a coup and installing a puppet. That makes no sense"
X Link @RnaudBertrand 2025-10-10T14:14Z 360.3K followers, XXX engagements
"@NXT4EU What an idiotic post all the more given that a good proportion of the brands on your map are Chinese: - BYD - CATL - Envision AESC - Farasis - SVOLT And you have Tesla on there too. And this is not a map of battery manufacturing but of gigafactories"
X Link @RnaudBertrand 2025-10-07T03:09Z 360.3K followers, 6684 engagements
"Incredible graph. In just one year China completely overtook the U.S. in free AI models. Not a single U.S. model in the top X today when last year the top X were all American"
X Link @RnaudBertrand 2025-10-14T12:33Z 360.3K followers, 98.2K engagements
"Europe really lives in complete delusion. The European Central Bank is now saying they want the Euro to become the global reserve currency π They funnily acknowledge that this will necessitate "bold reforms" which is the understatement of the century π
A global reserve currency is ultimately backed by hard power. Do European leaders even understand how they're perceived in the world right now They're almost universally seen as weak fools who can't even protect their own interests volunteered their continent as a proxy battlefield sabotaged their own economy and are forced to pay"
X Link @RnaudBertrand 2025-10-07T08:39Z 360.3K followers, 188.1K engagements
"One interesting difference I've noticed between the West and China that few speak about is the difference in approach when it comes to narrative management. To a large extent the West's approach is to change the narrative in order to change reality whereas China's approach is almost the opposite: change reality in order to change the narrative. It's basically materialism vs idealism. Take two concrete examples. On the West's side a fantastic illustration is presidential campaign slogans like Obama's "yes we can" or Trump's "make America great again." Pure narrative stuff extremely"
X Link @RnaudBertrand 2025-09-27T06:28Z 360.4K followers, 323.3K engagements
"This toxic "we can't let others do well" mindset is paradoxically a key reason why the US itself is not doing well. You get better by improving yourself for the sake of your own people not through ill will towards others"
X Link @RnaudBertrand 2025-10-02T04:23Z 360.2K followers, 199.1K engagements
"Her nomination was openly supported in this letter π by Marco Rubio and some of the most hawkish Republican senators. Always a sure sign we're dealing with a genuine "peace" lover π"
X Link @RnaudBertrand 2025-10-10T13:33Z 360.3K followers, 39.3K engagements
"Boom This confirms what I've been saying for months: the US is in fact withdrawing from Asia. The Pentagon's latest National Defense Strategy - which draft just landed on the Defense Secretary's desk - is de-prioritizing "deterring China" in favor of focusing on the US homeland and the Western hemisphere This is all the more striking given that the drafting of the National Defense Strategy was led by Eldridge Colby who literally wrote a book on deterring China called "the strategy of denial" (and with whom long-time followers will know I had many heated exchanges here on X). Now that he is in"
X Link @RnaudBertrand 2025-09-06T05:45Z 360.3K followers, 1.2M engagements
"For people who say it'll be "easy" to break China's dominance of rare earths a reminder that they monopolized silk production for about 3000 years until two Byzantine monks finally managed to smuggle out silkworm eggs in bamboo canes. These things can last a while"
X Link @RnaudBertrand 2025-10-13T00:30Z 360.3K followers, 141.6K engagements
"She supports the U.S. waging war against her own country for regime change The Nobel "Peace" Prize being its usual mockery of itself. Basically a reward for the most rabid defendents of a western liberal order "peace" being a distant afterthought"
X Link @RnaudBertrand 2025-10-10T09:58Z 360.3K followers, 440K engagements
"We're back to 100%+ tariffs against China alongside "export controls on any and all critical software." Something that: 1) won't surprise China at all: higher tariffs (and blocking software) is probably the most predictable thing Trump could have done in retaliation to their export controls 2) they showed in April/May they could weather Deploying the exact weapon you were expected to - one your opponent isn't even afraid of - is hard to read as anything other than China controlling the tempo here. Or as the US being out of moves"
X Link @RnaudBertrand 2025-10-10T22:59Z 360.4K followers, 264.5K engagements
"π
They could also do: - "Yes China's bone glue works but at what cost" (a classic) - "China's bone glue is part of its biological warfare on the West" - "Congress demands investigation into 'Dual-Use' nature of Chinese oyster technology" - "Did China just weaponize oysters" - "Oysters are a Western mollusk: experts say China's bone glue violates the Convention on the Law of the Sea" - "Oysters evolved in Europe XX million years ago -here's how China stole their essence""
X Link @RnaudBertrand 2025-09-29T02:39Z 360.3K followers, 1.1M engagements
"Promising on Israeli TV that if she leads Venezuela she'll move the embassy to Jerusalem π Some "peace" activist she is"
X Link @RnaudBertrand 2025-10-10T13:29Z 360K followers, 19.2K engagements
"It's exceptionally rare for former Chinese officials to reveal the inner workings of the system all the more so when it involves detailing the mechanics of China's famous 5-year plans. Dong Yu interviewed by the SCMP (link: helped draft China's 11th 12th and 13th five-year plans and he's now VP of the China Institute for Development Planning at Tsinghua University. In other words the guy knows China's planning process in and out both in theory and in practice. I'll let you read the interview in full for yourself but here were the parts that stood out for me: 1) What I hadn't realized but"
X Link @RnaudBertrand 2025-09-22T02:34Z 360.4K followers, 488.6K engagements
"You're in a village. You have all the money in the world but there's only one shop to buy anything. That shop refuses to sell anything to you. Who survives the longest between you and them π€·"
X Link @RnaudBertrand 2025-10-11T05:41Z 360.3K followers, 115.2K engagements
"China again doubled down on solar in the first half of 2025 adding in X months more than America has built in its entire history. They're literally growing at a rate of X United States a year. Which raises an interesting question for the many people out there who like Trump believe that "renewables are a joke" and "green energy is a scam". Year after year China is doubling down on renewables now reaching investment levels of an unimaginable scale investing far more than the rest of the world combined. China isn't exactly "woke" or known as bleeding heart liberals. They're more famous as the"
X Link @RnaudBertrand 2025-10-07T02:34Z 360.3K followers, 270.6K engagements
"That's what's annoying Trump so much π"
X Link @RnaudBertrand 2025-10-11T00:01Z 360.3K followers, 30.4K engagements
"Fun fact the "cooking oil" that Trump just threatened he wouldn't buy from China anymore is in fact used cooking oil aka "gutter oil". I wrote a post about it last year π Over the past few years gutter oil went from a health hazard to a much sought-after commodity because they figured it could be repurposed to make low-emissions biofuel. As I wrote in the post Chinese companies were actually asking the government to put in place export restrictions on the product as Chinese domestic demand for it already far exceeds the country's production capacity (you can only produce so much used"
X Link @RnaudBertrand 2025-10-15T02:04Z 360.3K followers, 119.4K engagements
"Macron mistook Einstein's definition of insanity ("doing the same thing over and over again and expecting different results") as a guideline: he just reappointed the same PM who was forced to step down last week. 10th Sept π 11th Oct π Says all you need to know about French politics that the only guy Macron can think of to hold the job is the guy who just failed at it"
X Link @RnaudBertrand 2025-10-11T06:02Z 360.3K followers, 42.1K engagements
"This is a case of BOTH people being wrong: - Victor Gao when he says that an arbitration can never take place under UNCLOS without China's consent: China consented in 1996 when it ratified UNCLOS. By doing so they agreed to future compulsory dispute settlements with arbitration even if they don't show up for it. In other words they gave consent preemptively as states often do in international treaties. - The Filipino officer when he says the arbitration in question is unequivocally valid under international law. It's not because when China ratified UNCLOS it did so under the provision that"
X Link @RnaudBertrand 2025-10-02T02:16Z 360.2K followers, 61K engagements
"China is really returning blow for blow to the US now they don't let up. They just imposed today "special port charges" against U.S. vessels since the U.S. did the same It comes after the unprecedented list of export controls that China imposed on several sectors yesterday that were modelled (and even exceeded in many ways) the export controls the US imposed on China. Quite the epic trade/geopolitical boxing match"
X Link @RnaudBertrand 2025-10-10T07:46Z 360.4K followers, 290.3K engagements
"If Europeans were paying attention (or being told the truth) they should be beyond appalled by this "deal": It's nothing more than one of the most expensive imperial tributes in history. Just a massive one-way transfer of wealth with no reciprocal benefits The "deal" is: - The EU now gets charged XX% tariffs on its exports to the US when they commit to charging zero tariffs on US imports in the EU - The EU agrees to invest $XXX billion in the US for no other obvious reason than pleasing "daddy" - The EU will "purchase hundreds of billions of dollars of American military equipment" - The EU"
X Link @RnaudBertrand 2025-07-27T21:10Z 360.3K followers, 4.1M engagements
"Fair critique normally but there are more and more signs that the actions match the rhetoric: the military is being deployed in US cities for immigration formal directives were issued to restructur around homeland defense (see the recent Trump/Hegseth speech to all the military top command: they are increasingly forcing Europeans to handle Ukraine themselves they're NOT ramping up naval shipbuilding to match China etc. And I do listen religiously to many Republican think tanks China hawks etc. and they're seeing this too. They're actually all super depressed right now π
"
X Link @RnaudBertrand 2025-10-06T05:42Z 360.3K followers, 3685 engagements
"Starmer's answer to Trump's "where is the United Kingdom" couldn't be meeker: "behind you as usual" From the largest empire in history to that in XXX years. Another degree of irony of course is that they're the original cause of the Israeli-Palestinian conflict: it shows that despite the change not much has in fact really changed - the empire that drew the lines now defers to the empire that enforces them"
X Link @RnaudBertrand 2025-10-14T03:35Z 360.3K followers, 282.7K engagements
"It's extraordinarily revealing to read Stoltenberg's book on his time as NATO Secretary General. The Guardian just published a long extract of it What it reveals among other things: ZERO strategic thinking and ZERO foresight In Stoltenberg's own words he thought that Hillary would win in 2016 based on his "gut feeling" and was "surprised" when Trump won. Trump's victory made him very "anxious" because "in a television interview towards the end of March he had said 'Nato is obsolete'." Think about the insanity of this for X minutes. You're the Secretary General of the world's largest"
X Link @RnaudBertrand 2025-10-06T03:44Z 360.4K followers, 687K engagements
"Here's a question I know many are wondering about: why did China wait until now to use rare earths as leverage against the US Why not in the first Trump administration when the US started the trade hostilities Or when the Biden administration unleashed the chips export controls X years ago I just watched a fascinating explanation by a Chinese analyst and unexpectedly a big part of the explanation is. helium. I had no idea but as he explains (source here: all the way until 2022 China imported XX% of its helium and most of it was controlled by the US. Of the world's ten largest helium producers"
X Link @RnaudBertrand 2025-10-12T06:53Z 360.3K followers, 2M engagements
"This is a strong contender for the most self-destructive tweet of all times"
X Link @RnaudBertrand 2025-09-30T13:19Z 360K followers, 540K engagements
"This is a letter by her to Netanyahu π asking him to help regime change Venezuela and saying that if it succeeds Venezuela will have very close relations with Israel"
X Link @RnaudBertrand 2025-10-10T12:40Z 360.3K followers, 23.1K engagements
"@joequant We're in the weak men era: "Hard times create strong men strong men create good times good times create weak men and weak men create hard times""
X Link @RnaudBertrand 2025-10-06T04:39Z 360K followers, 12.5K engagements
"This is without exaggerating one of the most extraordinary things a US Treasury Secretary ever said. It should be mandatory viewing for all citizens of US "allies" Europeans first and foremost. What Bessent is saying is that the US will now treat US allies' wealth as an American "sovereign wealth fund" (his words) "directing" them "largely at the US president's discretion" how to use their money in order to build American factories and reshore American industries. Even the Fox News host can't believe it calling it "offshore appropriation" another word for theft. That's exactly what it is:"
X Link @RnaudBertrand 2025-08-13T10:20Z 360.3K followers, 3.4M engagements
"Status update: just arrived in beautiful Indonesia on Flores island which many people believe is one of the most scenic places in Asia. We're about to go sailing during four days on a boat and this is the momentπ where we get a first look at our boat from afar"
X Link @RnaudBertrand 2025-04-26T08:39Z 360.3K followers, 56.4K engagements
"@Compute_King Thank you π"
X Link @RnaudBertrand 2025-10-13T14:04Z 360.3K followers, 3026 engagements
"She also supports Trump's extrajudicial killings of her own people π"
X Link @RnaudBertrand 2025-10-10T13:22Z 360K followers, 14.1K engagements
"Timing-wise this is correct π China is merely starting to show its cards when we're already extremely familiar with the US's deck"
X Link @RnaudBertrand 2025-10-11T00:13Z 360K followers, 36.1K engagements
"π π€£π€£π€£ Or: - "The Chinese receive abundance of cheap energy as locals offer no resistance" - "Air quality improves in cities as few residents brave enough to complain" - "New infrastructure reduce commute times though residents remain eerily silent""
X Link @RnaudBertrand 2025-10-12T07:36Z 360.3K followers, 21.7K engagements