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@pstAsiatech Avatar @pstAsiatech Paul Triolo

Paul Triolo posts on X about china, ai, beijing, taiwan the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence countries XXXXX% technology brands XXXXX% stocks XXXXX% finance XXXX% travel destinations XXXX% automotive brands XXX% social networks XXXX% vc firms XXXX% fashion brands XXXX%

Social topic influence china #3000, ai 8.23%, beijing #302, taiwan #492, tariffs #1097, the white 2.53%, white house #3101, xi #1033, south korea #2005, jinping #783

Top accounts mentioned or mentioned by @joequant @wsj @ft @baoshaoshan @gonglei89 @richardturrin @davidsacks @nytimes @antoniomaxai @bradsetser @saladinist @icasdc @kaiserkuo @kyleichan @sebastinojohn @rodellard @realdonaldtrump115374202790006886 @scmpnews @dyzob @devliegererik

Top assets mentioned ON Semiconductor, Corp. (ON) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) NVIDIA Corp. (NVDA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Xi Jinping met with U.S. President Trump in Busan . The teams of both sides should refine and finalize the follow-up work as soon as possible"
X Link @pstAsiatech 2025-10-30T07:02Z 31.1K followers, 2291 engagements

"China to Suspend Some Export Curbs as Trump Cuts Fentanyl Tariffs The US side will suspend for one year the implementation of the XX% rule for export controls announced on Sept. XX according to the Chinese statement. Somebody read my Substack"
X Link @pstAsiatech 2025-10-30T07:20Z 31.1K followers, 19.5K engagements

"Anthropic is in discussions with Alphabets Google about a deal that would provide the artificial intelligence company with additional computing power valued in the high tens of billions of dollars"
X Link @pstAsiatech 2025-10-22T00:27Z 31.1K followers, 1357 engagements

"Anthropic recently held early funding talks with Abu Dhabi-based investment firm MGX about a month after closing a $XX billion funding round. That financing led by Iconiq Capital with Fidelity Management and Research Co. and Lightspeed Venture Partners as co-leads nearly tripled Anthropics valuation to $XXX billion including dollars raised"
X Link @pstAsiatech 2025-10-22T00:28Z 31.1K followers, 1086 engagements

"Fact Sheet: President Donald J. Trump Drives Forward Billions in Investments from Japan The White House"
X Link @pstAsiatech 2025-10-30T08:11Z 31.1K followers, XXX engagements

"Trump lowers tariffs on China and announces end to "rare earths roadblock" after Xi meeting"
X Link @pstAsiatech 2025-10-30T05:11Z 31.1K followers, 1642 engagements

"Wrong Brad. The Chinese are responding directly to US escalation on export controls with the XX percent Rule rolled out last week. It was clear they would respond to this which was a clear violation of the agreement in Madrid not to take new measures. This was a deliberate move by those favoring decoupling at Commerce to up the ante and neither the White House or Commerce were fully informed let along about the potential actually certainty that Beijing would respond. Let's get the causation straight here there is enough bad analysis of this situation out there"
X Link @pstAsiatech 2025-10-10T16:57Z 31.1K followers, 340.6K engagements

"Sending a message: Beijing issues documents without Word format amid US tensions For the first time MOFCOM issued a slew of documents that could be directly accessed only through WPS Office Chinas answer to Microsoft Office. Subtle"
X Link @pstAsiatech 2025-10-13T13:05Z 31.1K followers, 26.1K engagements

"#ChinaAIWatch A token of intent: Doubaos data surge cements ByteDances AI ambitions Doubaos average daily token usage jumped from XXXX trillion tokens in March to XX trillion in September--ByteDances Volcano Engine cloud unit president Tan Dai"
X Link @pstAsiatech 2025-10-17T11:43Z 31.1K followers, 1242 engagements

"Whoa. JD Logistics has opened a new spare-parts warehouse in Dubai for XPeng.a day after the company revealed a strategic partnership with Chongqing Changan Automobile and battery giant CATL two days after a separate deal with CATL and GAC to develop a customized battery-swapping vehicle. The new model will debut during the upcoming Double XX shopping festival and will be sold exclusively through CATLs flagship store on"
X Link @pstAsiatech 2025-10-17T13:21Z 31.1K followers, 1773 engagements

"Why can't US get rid of its dependence on China's rare earths .technical financial environmental protection problems are not difficult to solve but national mobilization + political determination cannot be automatically generated by market logic"
X Link @pstAsiatech 2025-10-19T13:55Z 31.1K followers, 1745 engagements

"Alibaba Cloud claims to slash Nvidia GPU use by XX% with new pooling system .solution allows single GPU to support seven models compared to a maximum 2-3 models under alternative systems slashed latency associated with switching between models by 97%"
X Link @pstAsiatech 2025-10-19T15:19Z 31.1K followers, 15.6K engagements

"Carmakers gear up for chip battle after China curbs Nexperia exports Industry warns of disruption following Beijings retaliation for Dutch governments seizure This is real mess. XX% of packaging done in China but design and manufacturing in Europe"
X Link @pstAsiatech 2025-10-20T14:34Z 31.1K followers, 8135 engagements

"Apple CEO Tim Cook pushes AI system launch in China after iPhone Air release"
X Link @pstAsiatech 2025-10-21T02:49Z 31.1K followers, 8890 engagements

"Expands Auto Ambitions With Carmaker and Battery Giant Alliances"
X Link @pstAsiatech 2025-10-21T15:17Z 31.1K followers, 1973 engagements

"Will TSMC's 2nm price hike force Qualcomm and MediaTek to switch orders to Samsung"
X Link @pstAsiatech 2025-10-22T13:40Z 31.1K followers, 1236 engagements

"Volvo and VW warn Nexperia battle risks triggering factory shutdowns Carmakers say disruption to chip supplies could affect production amid calls for diplomatic solution to dispute No kidding.collateral damage that could have been avoided. via @ft"
X Link @pstAsiatech 2025-10-23T20:48Z 31.1K followers, 2136 engagements

"One of Chinas largest producers of REEs pledged to strictly enforce government guidance on export controls a show of support from major industry player as US officials harshly criticise recent expansion of licensing requirements for crucial minerals"
X Link @pstAsiatech 2025-10-24T14:40Z 31.1K followers, 2578 engagements

"Sean Stein of the USCBC says that China was effectively trolling America. Americas restrictions on semiconductor exports had been designed to stop China making chips smaller than XX nanometres. Chinas new rare-earth controls impose extra scrutiny on exports of rare earths to be used in such chips. They are sending a message that its time for payback Mr Stein says. And missile guidance systems. Yes no "bombshell" here"
X Link @pstAsiatech 2025-10-24T15:07Z 31.1K followers, 7572 engagements

"Chinese AI star slams Meta after lay-offs hit hundreds in research unit News of Tians exit caused an outpouring of support in Chinas AI community where he is regarded as one of the countrys most accomplished scientists"
X Link @pstAsiatech 2025-10-25T06:38Z 31.1K followers, 6732 engagements

"Well.one just pulled out of Michigan"
X Link @pstAsiatech 2025-10-26T11:36Z 31.1K followers, 6404 engagements

"China US agree to preliminary framework deal in Malaysia paving way for Xi-Trump talks South China Morning Post"
X Link @pstAsiatech 2025-10-26T12:13Z 31.1K followers, 2212 engagements

"Chinas Share of Global Power Battery Market Exceeds 60%"
X Link @pstAsiatech 2025-10-26T12:56Z 31.1K followers, 1469 engagements

"Why Anthropic and OpenAI Are Using Cognitions Coding Test Cognition's Devin coding agent tests for agentic coding capabilities measure an AI systems skill at solving long programming tasks which often involves working across multiple files of code"
X Link @pstAsiatech 2025-10-28T04:41Z 31.1K followers, 1148 engagements

"Ahead of Trump-Xi meeting China says bombers flew near Taiwan How unusual and is timing just coincidence"
X Link @pstAsiatech 2025-10-28T05:48Z 31.1K followers, 2530 engagements

"Well.the argument that China's rare earth controls are somehow more impactful even though they have not been implemented fully than US controls on advanced compute and particularly semiconductor manufacturing equipment that have for X years remains risible to anyone who has thought deeply about the issue"
X Link @pstAsiatech 2025-10-28T06:18Z 31.1K followers, 9730 engagements

"Trump is poised to end Washingtons decade of the China Hawks This bipartisan group ranging from former Trump aide Matt Pottinger former trade adviser Robert Lighthizer to much of President Joe Bidens circle including China experts and Washington policy hands who have never set foot in the Middle Kingdom shaped US policy"
X Link @pstAsiatech 2025-10-28T06:25Z 31.1K followers, 11K engagements

"@Brad_Setser @KeithBradsher Yes and the US built its semiconductor industry for X decades before weaponizing it.then China learned how to weaponize supply chains.shocker.said no one who has been following this dynamic"
X Link @pstAsiatech 2025-10-28T06:28Z 31.1K followers, XXX engagements

"No having DoD/DoW do this will not work. DoD/DoW consumption of these materials alone is not enough to drive economies of scale that make sense. There has to be an overall robust economically viable industry that supplies primarily commercial and also defense related companies"
X Link @pstAsiatech 2025-10-28T06:30Z 31.1K followers, XXX engagements

"Meet the young talent scaling Alibabas AI future at Tongyi Lab developer of Qwen models South China Morning Post"
X Link @pstAsiatech 2025-10-29T01:29Z 31.1K followers, XXX engagements

"Nexperias China factory cuts output as Dutch takeover deepens global chip supply tensions South China Morning Post"
X Link @pstAsiatech 2025-10-29T01:29Z 31.1K followers, 1576 engagements

"Uber and Nvidia Target 100000 Self-Driving Cars The Information"
X Link @pstAsiatech 2025-10-29T01:51Z 31.1K followers, XXX engagements

"#USChinaTechCompetition Remember this means 10X more dependence on Taiwan for the entire US AI ecosystem.this is huge"
X Link @pstAsiatech 2025-10-29T02:26Z 31.1K followers, 5915 engagements

"OpenAI assured California officials that it would stay in the state as it continues its global expansion which could include an IPO as soon as 2027 via @WSJ"
X Link @pstAsiatech 2025-10-29T04:10Z 31.1K followers, 1044 engagements

"U.S. - Korea Technology Prosperity Deal The White House"
X Link @pstAsiatech 2025-10-29T08:16Z 31.1K followers, 1019 engagements

"Toward a Taiwan Truce Foreign Affairs"
X Link @pstAsiatech 2025-10-29T08:22Z 31.1K followers, XXX engagements

"Memorandum of Understanding Between the Government of the United States of America and the Government of Malaysia Concerning Cooperation to Diversify Global Critical Minerals Supply Chains and Promote Investments The White House"
X Link @pstAsiatech 2025-10-29T08:49Z 31.1K followers, XXX engagements

"Beijing is using state media outlets to amplify its claims over Taiwan a move likely intended to reinforce its position on a sensitive issue before a key meeting between Chinese leader Xi Jinping and President Donald Trump"
X Link @pstAsiatech 2025-10-29T08:55Z 31.1K followers, XXX engagements

"Huang says Nvidia AI chips are now in full production in Arizona All still packaged on Taiwan"
X Link @pstAsiatech 2025-10-29T09:39Z 31.1K followers, 1313 engagements

"Nvidia CEO Jensen Huang said that maintaining the US edge in artificial intelligence will require a steady approach that ensures China remains hooked on American technology"
X Link @pstAsiatech 2025-10-29T09:40Z 31.1K followers, 2372 engagements

"A policy that causes America to lose half of the worlds developers is not beneficial long-term Huang said warning that it was still possible for the US to cede the AI race to China. Keeping US technology in front requires finesse he said. It requires balance. It requires long-term thinking. Indeed"
X Link @pstAsiatech 2025-10-29T09:43Z 31.1K followers, XXX engagements

"This.no China's rare earth controls were hardly a "nuclear option.".they were entirely predictable.some did others are still stunned"
X Link @pstAsiatech 2025-10-29T10:27Z 31.1K followers, 6382 engagements

"Automakers are growing increasingly anxious about a shortage of simple microchips causing production disruptions which started this week at Honda plants in North America and are expected to spread Who could have predicted"
X Link @pstAsiatech 2025-10-29T14:00Z 31.1K followers, 1665 engagements

"This is old think given the pace of change in China. Domestic alternatives will come faster than people think. Chinese firms will buy a lot of B30As while continuing to work with hardware from Huawei the many other capable GPGPU makers like MooreThreads Biren MetaX (all going public soon) and their own in house ASICs. The Biden era controls on tools have clearly failed incentivizing major improvements in domestic tooling that will eventually allow overcoming notional bottlenecks on things like HBM. A lot of the analysis around these issues is self serving and lacks ground truth based on what"
X Link @pstAsiatech 2025-10-30T03:53Z 31.1K followers, XXX engagements

"We do not always see eye-to-eye with each other and it is normal for the two leading economies of the world to have frictions now and then Xi said. And in the face of wind waves and challenges you and I at the helm of Chinese relations should stay the right course and ensure the steady sailing forward of the giant ship of China-US relations"
X Link @pstAsiatech 2025-10-30T05:44Z 31.1K followers, 1182 engagements

"Trump expressed optimism that the Chinese would ramp up investments in the US and consider additional extensions delaying implementation of their rare-earths policy. In return for what exactly"
X Link @pstAsiatech 2025-10-30T05:46Z 31.1K followers, 1107 engagements

"Yesand no the issue of AI semiconductor sales to China is not related to China's methodical build out of a licensing regime around critical inputs to military systems. As a senior Chinese official noted: "we can't have rare earth magnets coming back to us In a missile guidance system." Beijing cares much more about US controls on semiconductor manufacturing tools than the H20 or B30. Hence the pressure from Beijing to delay the XX Percent Rule. The downgraded AI hardware is not in any way affecting US AI capabilities nor is it giving China a new significant AI capability. Clearly a lot of"
X Link @pstAsiatech 2025-10-30T14:17Z 31.1K followers, XXX engagements

"@Aligarciaherrer B30 not new but downgraded version of what will soon by 2nd tier Nvidia GPU and not clear Trump will approve export or Chinese officials will allow companies to purchase. In any case Beijing cares much more about controls on semiconductor manufacturing equipment"
X Link @pstAsiatech 2025-10-30T14:25Z 31.1K followers, XX engagements

"@Brad_Setser @SantiagoAuFund China doesn't get to implement extraterritorial export controls for a year. The US continued to be able to do just that"
X Link @pstAsiatech 2025-10-30T14:54Z 31.1K followers, XXX engagements

"Six months into Donald Trumps trade war the resilience of Chinese exports is proving just how essential many of its products remain even after US tariffs of 55%"
X Link @pstAsiatech 2025-10-22T12:56Z 31.1K followers, 1275 engagements

"U.S. to Begin Investigation Into Chinas Compliance With 2020 Trade Deal How could Beijing possibly have complied with purchases during the pandemic"
X Link @pstAsiatech 2025-10-23T19:26Z 31.1K followers, 11.9K engagements

"Anyone who expects Beijing to back down on its new control regime will be sorely disappointed. As a national security issue Chinas export control on rare earths is no less non-negotiable than the US export curbs on advanced semiconductors and AI"
X Link @pstAsiatech 2025-10-24T09:42Z 31.1K followers, 14.3K engagements

"US China to start high-stakes trade talks in Malaysia Before departure for KL Bessent claimed Beijing's new licensing mechanism on rare earths was "unworkable and unacceptable" as it affects not only America but the rest of the world. So does XX Percent/Affiliates rule to be clear. Ask the Netherlands Germany Japan. via @NikkeiAsia"
X Link @pstAsiatech 2025-10-24T21:44Z 31.1K followers, 16.9K engagements

"U.S. and China likely to avert new XXX% tariff Treasury secretary says Im also anticipating that we will get some kind of a deferral on the rare earth export controls that Chinese had discussed Bessent said. XX Percent Rule will be deferred also"
X Link @pstAsiatech 2025-10-26T13:36Z 31.1K followers, 5730 engagements

"China calls for extraordinary measures to achieve chip breakthroughs via @FT"
X Link @pstAsiatech 2025-10-29T06:48Z 31.1K followers, 5733 engagements

"Trump says he may speak to China's Xi about Nvidia's 'super-duper' Blackwell chip"
X Link @pstAsiatech 2025-10-29T08:50Z 31.1K followers, 2829 engagements

"Nvidia CEO Jensen Huang who is expected to meet Trump on Wednesday and discuss the Blackwell said on Tuesday his company had not applied for U.S. export licenses to send its newest chips to China because of the Chinese position. "They've made it very clear that they don't want Nvidia to be there right now" he said during the company's developers' event adding it needs access to the China market to fund U.S.-based research and development"
X Link @pstAsiatech 2025-10-29T08:51Z 31.1K followers, XXX engagements

"MERICS Forum: How can the EU navigate Chinas rare earths export controls Eskelund's proposals make by far the most sense recognizing the reality of the situation and the fact that Beijing's intentions here are not related to coercion"
X Link @pstAsiatech 2025-10-30T03:20Z 31.1K followers, 1165 engagements

"Little Word of a TikTok Deal Out of Trump-Xi Meeting The national emergency continues. via @NYTimes"
X Link @pstAsiatech 2025-10-30T17:23Z 31.1K followers, 1247 engagements

"Historically bad take. This is what happens when you don't understand technologies or supply chains"
X Link @pstAsiatech 2025-10-25T04:32Z 31.1K followers, 49.1K engagements

"Nvidia Has Received More Than $XXX Billion in Orders Through 2026 Thats an enormous volume of orders five times the revenue generated by an earlier generation of Nvidia chips Hopper from 2023-25 excluding sales in Asia. Nvidia stock rose 5%"
X Link @pstAsiatech 2025-10-29T01:53Z 31.1K followers, 7550 engagements

"The aides have privately expressed concern that Trump who is pushing to reach a sweeping trade deal with China may choose to ignore their advice.They said they worry that Trump could walk away from long-standing U.S. policy on Taiwan or more subtly shift the U.S. position by framing it with new language. Everyone is holding their breath.""
X Link @pstAsiatech 2025-10-29T09:03Z 31.1K followers, 33.6K engagements

"Donald Trump leaves South Korea after talks with Xi Jinping end without trade deal announcement - BBC News"
X Link @pstAsiatech 2025-10-30T04:33Z 31.1K followers, 1693 engagements

"OpenAI Oracle plan X gigawatt Stargate data centre with Related Digital"
X Link @pstAsiatech 2025-10-31T06:32Z 31.1K followers, XXX engagements

"The project is part of Oracle and OpenAIs 4.5-GW Stargate expansion and together with six other US sites raises the infrastructure groups planned capacity to more than 8GW and total investment to over US$450 billion in the next three years"
X Link @pstAsiatech 2025-10-31T06:34Z 31.1K followers, XXX engagements

"Ron Big Tech companies understand markets innovation and national security. Anyone who thinks they are just driven by wanting to "make money" does not understand the first thing about large multinational companies. Motivations are complex as are reputations. In this case we are not/not talking about the most advanced chips not even close. So let's take a slightly more nuanced view of the game Jensen is playing here. Hint: it is three dimensional chess not checkers"
X Link @pstAsiatech 2025-11-01T05:06Z 31.1K followers, 1670 engagements

"David no DeepSeek is an open source/weight model it can run on any hardware including NVIDIA and AMD.Chinese telecom equipment and data centers in Africa are already for the most part built by Huawei and other Chinese firms.this formulation you are so fond of may not be so useful and assumes that these countries want to be dependent on the US AI stack"
X Link @pstAsiatech 2025-10-23T12:01Z 31.1K followers, 43.1K engagements

"Broadcom and Marvell land major AI accelerator orders TSMC remains key manufacturer"
X Link @pstAsiatech 2025-10-23T15:25Z 31.1K followers, 1053 engagements

"Trump: no comment on an expected Chinese push for Washington to roll back rule that exposes subsidiaries at least 50%-owned by blacklisted firms to the same curbs as their sanctioned parent.regulations have placed due diligence burdens on exporters"
X Link @pstAsiatech 2025-10-30T05:43Z 31.1K followers, 1918 engagements

"Trump meets Xi says they agreed on almost everything including fentanyl-related tariffs Chinese delegation: yet to offer any details on substance of talks. Xi will remain in South Korea for a state visit and attend the main APEC leaders summit"
X Link @pstAsiatech 2025-10-30T06:13Z 31.1K followers, 1262 engagements

"The comments from some quarters about how China's October X export control rules were "escalatory sweeping global bazooka pointed at global supply chains" etc will not age at all well in the wake of the agreement in South Korea. Beijing was simply mirroring US controls and readily agreed to hold off actual implementation which will be complex in any case. The big question is what did Beijing get in return for what turns out to be a fairly easy and straight forward concession"
X Link @pstAsiatech 2025-10-30T06:16Z 31.1K followers, XXX engagements

"Honda halts production in Mexico due to chip shortage - Nikkei Asia"
X Link @pstAsiatech 2025-10-30T14:47Z 31.1K followers, 1140 engagements

"Alibabas Quark app adds AI chatbot in challenge to ByteDance Tencent"
X Link @pstAsiatech 2025-10-24T08:38Z 31.1K followers, 1026 engagements

"Is Trump Getting Played by Xi - by Matt Pottinger No looks like he has different views on issues that remain largely unexamined. Trump has never bought into the idea that US China tech competition + the "AI race" is an existential issue and he clearly does not see the benefit of billions in lost exports based on what he rightly views as questionable assumptions"
X Link @pstAsiatech 2025-10-30T04:10Z 31.1K followers, 2082 engagements

"Xi Jinping held a meeting with U.S. President Trump in Busan"
X Link @pstAsiatech 2025-10-30T07:51Z 31.1K followers, 2290 engagements

"#ChinaB30AWatch Well it takes some months to book capacity tape out design and ramp production. So we are already talking mid 2026 in any case if this goes forward. All the blather coming from some quarters about selling China the "most advanced" chips doesn't appear to be based on the reality of NVIDIA's roadmap"
X Link @pstAsiatech 2025-11-01T05:33Z 31.1K followers, 1353 engagements

"@gonglei89 @SheenaGreitens This is a typical error of China watchers. Assuming that if China does things a certain way they will always do it that way and for similar things. This is different"
X Link @pstAsiatech 2020-03-19T22:26Z 31.1K followers, XX engagements

"Nexperia notifies its Japanese automotive customers that it may no longer be able to guarantee supply triggering renewed concern about upheaval at the chipmaker"
X Link @pstAsiatech 2025-10-23T11:42Z 31.1K followers, 128.4K engagements

"US Treasury's Bessent says China has approved TikTok transfer deal No one in China including Xi really cares about this.now rare earths"
X Link @pstAsiatech 2025-10-31T06:20Z 31.1K followers, 1214 engagements

"Tencent claims XX% gain in R&D efficiency from AI automation"
X Link @pstAsiatech 2025-10-31T06:42Z 31.1K followers, XXX engagements

"Nvidia expands global AI rollout with bumper South Korea deals"
X Link @pstAsiatech 2025-11-01T05:43Z 31.1K followers, XXX engagements

"OpenAIs chief Sam Altman gets a licence to play the field Complex restructuring pays Microsoft handsomely but its unclear how other shareholders will fit into the AI love-in via @ft"
X Link @pstAsiatech 2025-11-01T05:45Z 31.1K followers, XXX engagements