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@tphuang Avatar @tphuang tphuang

tphuang posts on X about china, ai, byd, bytedance the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence countries XXXX% automotive brands #4092 technology brands XXXXX% stocks XXXX% finance XXXX% travel destinations XXXX% currencies #749 social networks XXXX% events XXXX% cryptocurrencies XXXX%

Social topic influence china #3450, ai 10.95%, byd #21, bytedance #34, xiaomi #769, japan 2.92%, brazil #1344, money 2.92%, australia #3042, geely #88

Top accounts mentioned or mentioned by @rruush15637 @q_ginseng @sz_mediagroup @joequant @taylorogan @pregory1 @teortaxestex @shangyang2 @moscow2dxb @jschripsema @smithgael12614 @paperpushaa @etbadabimbim @molson_hart @seltzer_v3 @renatodxblife @ztepress @bytedancetalk @nubiasmartphone @doubaoai

Top assets mentioned XPeng Inc. (XPEV) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Smart MFG (MFG) IBM (IBM)

Top Social Posts

Top posts by engagements in the last XX hours

"Canon has packed up its bag & existing from China due to inability to compete in the LBP mkt. China Inc is really beating Japan Inc everywhere"
X Link 2025-11-29T11:54Z 29.4K followers, 39.2K engagements

"Welcome to the "Doubao Phone" - Collaboration bw ByteDance & Nubia/ZTE which uses a new BD OS. Already hailed by some as the 1st real AI-centric phone. Everything here tied to Douyin account & Doubao AI features. AI Agent simply listens to your command & carries out the task"
X Link 2025-12-03T11:34Z 29.4K followers, 23.8K engagements

"BYD in Brazil almost 10k again in Nov & XXX% mkt share although the actual new order was far higher than this. Local factory is ramping up quickly to meet the demand. Song+ Seagull & Dolphin are BYD's top selling models in Brazil"
X Link 2025-12-06T12:08Z 29.4K followers, 3288 engagements

"Methanol fuel & bunkering projects in the past X yrs have sprung up across the major Chinese ports in Shanghai Shenzhen & Dalian. We have also seen progress in Liquid CO2 canisters LCO2 carriers & Onboard CCS developed so that CO2 can be captured & synthesized into methanol"
X Link 2025-12-08T00:10Z 29.4K followers, 2218 engagements

"You've heard about Doubao AI Phone from me. Now Honor will unveil its ROBOT PHONE @ 2026 MWC in Barcelona. I guess the camera robot is kind of cute"
X Link 2025-12-08T01:38Z 29.4K followers, 6334 engagements

"5000th General robot have rolled off Agibot production line 1742 of A1/A2 series 1846 of X1/X2 series 1412 of G1/G2 series"
X Link 2025-12-08T13:08Z 29.4K followers, 2245 engagements

"@TaylorOgan @ZTEPress @BytedanceTalk @nubiasmartphone @doubaoAi It is so silly that we have the most popular social media network in America creating an AI native phone & there is absolutely not reporting of it in America"
X Link 2025-12-04T18:38Z 29.4K followers, 1995 engagements

"FangChengBao will launch new family of sedans next yr called (Mei or Magnesium). Starting off w/ flagship sedan Mei-9. This is a good looking sedan. I hear BYD mgmt forced FCB to do additional work bc initial customer feedback was not great. This new look is pretty hot"
X Link 2025-12-07T21:04Z 29.4K followers, 7389 engagements

"CSSC & COSCO Shipping got together and signed contract for XX vessels of different types totally 50B RMB (of which 47B settled w/ offshore RMB rather unusual). Likely encouraging others to also settle in CNH. Both are also driving on green fuel shipping"
X Link 2025-12-08T19:41Z 29.4K followers, 2969 engagements

"The young post-2000 generation in China's AIGC App preference show: Doubao well ahead as #1 followed by DeepSeek Tencent Yuanbao & everyone else. I'm waiting for Nov's number to come to see how well Qwen app is doing"
X Link 2025-12-09T18:50Z 29.4K followers, 2552 engagements

"EVCIPA on China's charger buildout 954k public & 4.87m private chargers built so far this yr In total they now have 4.53m public & 14.11m private chargers - 18.64m chargers in total Public charger build out continues to ramp up. From 520k in 2024/11 to 911k in 2025/10"
X Link 2025-11-22T00:48Z 29.4K followers, 2994 engagements

"EngineAI unleashes T800 droid on the mkt. This video contains no CG or AI. Always thought EngineAI had the smoothest moving robot. Retailing for 180k RMB & 1st to use solid state battery. Built using aerospace grade Mg-Al alloy unibody die-casting tech. T800 achieves peak torque of 450Nm & instantaneous peak power of 14kW per joint. It integrates micro-joint electromechanical tech w/ XXX deg omnidirectional LiDAR perception system"
X Link 2025-12-02T12:31Z 29.4K followers, 84.5K engagements

"BYD Battery division/Fudi signed deal w/ Hubei govt for a new LIB plant in city. While capacity is unknown you can see the huge # of plants & continually expanding capacity BYD already has around China. Next yr XX GWh of SSB capacity in Chongqing will start production. May take some time to reach full production. BYD has another 30GWh of SSB capacity under construction in Xian. This new plant in Hubei is likely to also target SSB production. Guangxi Nanning is currently at 87GWh of capacity & the largest single battery plant globally"
X Link 2025-12-04T00:59Z 29.4K followers, 3213 engagements

"Very important to remember that as Chinese consumers are using other platforms like these AI browser to do AI searches Baidu search engine will continue to lose money & user. Death of Baidu will be these Doubao & other AI phones. That's why GOOG must have SOTA LLMs to keep its revenue flowing in"
X Link 2025-12-06T12:11Z 29.4K followers, 76.6K engagements

"ByteDance is huge. Just look at all the apps it has created across different geographies & categories"
X Link 2025-12-07T11:39Z 29.4K followers, 4431 engagements

"Didi's self incubated startup Kargobot/ has XXX L4 Robotruck operating in Inner Mongolia. Opex savings exceed higher upfront cost in just X months. Product 1) Hybrid w/ X driver among X trucks Product 2) Using battery swap from CATL. X min swap for 513kWh pack fully autonomous Product 3) Allow "mother-son pairing" where X trucks carry cargo over & then on the way back X truck carries the other one Product 4) for short haul of XX km using just unmanned setup to reduce loading/unloading time. Use remote monitoring Final outcome is kargoBot Space Transport robot. No driver cab - increase space"
X Link 2025-12-07T12:05Z 29.4K followers, 50.6K engagements

"So as Trump admin overly focuses on German companies like BASF building large plants in China & use Russian gas. They completely miss the point that BASF's plant is powered by MingYang's 500MW offshore wind turbine & that they are working together on green Hydrogen & more"
X Link 2025-12-08T00:10Z 29.4K followers, XXX engagements

"My Take on NSS & the reactions. Ppl complaining about it has X clue of the issues facing US military. In this century we've had X project for large warship (Zumwalt) cancel after X units because of cost overrun we have another project that we built 30+ unit but can't fight anywhere intensively (LCS) and now just had a third project cancelled after X units (Constellation class) because cost overrun and lack of ability to fight in westpac. So we are now stuck building Burkes until end of the time. Columbia class will consume the entire naval shipbuilding budget. Virginia class gets super"
X Link 2025-12-08T21:52Z 29.4K followers, 28K engagements

"China's trade data shows significant export increase to Africa. Through 1st XX months African growth led to X% increase in overall export. Its ratio of China's export has gone up by XX% (US & EU down by 25%). More importantly Africa is buying shipping construction machinery cars electrical equipment & steel from China. All heavy industries that China really cares about"
X Link 2025-12-09T00:12Z 29.4K followers, 8021 engagements

"If as I expect OpenAI runs out of money then google & its TPU wins. Broadcom wins. Intel wins a little bit for advanced pkging. The optical & OCS supply chain wins. Nvidia & AMD lose big time. Big tech will build out DC DC in a more reasonable manner"
X Link 2025-12-09T23:58Z 29.4K followers, 1202 engagements

"Sam Altman is running a scam. He is great at getting ppl to hand him money & thats it. Next time you see your phone & computer get expensive dont blame me blame him. Eventually he will run out of money"
X Link 2025-12-10T01:30Z 29.4K followers, 3598 engagements

"Chinese auto export through October overall & for just EVs. Still led by Russia but down XXXX% YoY. Followed by UAE Mexico & Belgium For NEVs it is led by Belgium (for EU mkt) UK Brazil Mexico & UAE. Chinese export is doing quite well to mkt w/o local auto brands like UK Australia Brazil & UAE"
X Link 2025-12-10T12:50Z 29.4K followers, 4660 engagements

"If we look at CNY moves vs major currencies in the past X yrs: It has weakened X% vs USD & X% EUR But gained vs all major APAC currencies that it competes against in mfg (especially KRW & JPY) So it's not debasing its currency. But I think XX% appreciation would be appropriate"
X Link 2025-12-10T20:14Z 29.4K followers, 3186 engagements

"Chinese firms now climbing to XX% mkt share in domestic industrial robot mkt Its Achilles' Heel is reliance on Japan for reducers Crown jewel is RV reducers where Nabtesco has XX% share followed by Sumitomo is China's national champion here Already climbed to XX% in China & rapidly increasing Semi sanctions have prompted Chinese firms to look at supply chain security across board As such domestic mkt share in RV reducers & other components in robots will continue to climb"
X Link 2024-05-22T00:12Z 29.4K followers, 14.4K engagements

"Chinese auto plants in Africa: Left pic are the parts plant - concentrated in South Africa Morocco & Egypt. Right pic are the knock down assembly plants across Africa. You can see the automakers in each of those countries. Egypt & South Africa remain major investments"
X Link 2025-11-29T16:19Z 29.4K followers, 9708 engagements

"Thai auto sales so far this yr. Historically it is dominates by Japanese automakers. BYD has sold on avg 3610/month this yr. The most successful of Chinese brands there. I think it has made more progress in Indonesian mkt"
X Link 2025-11-29T21:14Z 29.4K followers, 7560 engagements

"Recently China Mobile QBoson Biomap & others came together for 1st Quantum Computing & Biotech summit. How to combine QC & AI Drug Discovery/AIDD. QBoson in Aug released China's 1st Quantum Boltzmann Machine modeling open src software for AIDD. It has been working w/ Shanghai Jiaoda Zhongshan University & Guangzhou Lab"
X Link 2025-11-30T01:12Z 29.4K followers, 13.4K engagements

"Biomap is the Baidu funded biotech firm that has 210B param SOTA xTrimo AI platform. It demonstrated higher accuracy than Google's AlphaFold X & is developing several drug pipelines through its BioGend Science subsidiary. Expect 1st drug to enter clinical trial in 12-24 months"
X Link 2025-11-30T01:13Z 29.4K followers, XXX engagements

"Chery was down X% YoY (major growth in iCAR brand) Geely was up XX% YoY (major growth in Galaxy brand & PHEV sales & export) NIO & XPeng both delivered about 36k in Nov down from Oct Again these X have seen increased deliveries by competing more in lower end px range"
X Link 2025-12-01T14:07Z 29.4K followers, 2423 engagements

"Kling ai releasing its O1 multi-modal vision model. "every photo every video every piece of text is an instruction in the eyes of Kling O1.""
X Link 2025-12-01T23:01Z 29.4K followers, 4121 engagements

"Xpeng announces its X9 EREV version uses HW's DriveONE next-gen EREV eMotor. Industry leading power density (1.88kW/kg) & XX% efficiency Uses just 3.68kWh/L in EREV mode 800V architecture 1.5T range extender generates 110kW power 5C battery pack allows charging from 10-80% in XXXX min"
X Link 2025-12-02T12:37Z 29.4K followers, 3125 engagements

"BYD ADAS report in Nov: Total of 560m km of driving (6.38B km accumulated data now) XXXX% of ADAS now used in City XXXX% of customers use ADAS end to end XXX has now been used 5.09m times BYD & HW have accumulated the most data for improving their ADAS algos. This is valuable"
X Link 2025-12-05T15:07Z 29.4K followers, 2759 engagements

"Xiaomi Auto factory in Beijing. XXX robots roof top solar produces XXXX GWh of electricity/yr & plant also treats XX% of waste gas"
X Link 2025-12-06T17:43Z 29.4K followers, 8312 engagements

"Across major mkt so far in Europe in Nov sales for BYD is 19132 Chery 11993 & Tesla 21248. See BYD export overall hitting new highs in Nov at over 130k well more than Sep/Oct & even Q2 highs. Nov sales is more than 4x YoY"
X Link 2025-12-07T21:00Z 29.4K followers, 2812 engagements

"@KingKong9888 @PaperPushaa Will China do this I wonder"
X Link 2025-12-08T17:23Z 29.4K followers, XXX engagements

"Chancay port is XXX% automated. Look at all the AGVs around. This is what allows full XX hr operation & highest throughput. No delays to any of the truckers or cargo ships"
X Link 2024-11-24T11:09Z 29.4K followers, 93.4K engagements

"JD Logistics announced it will purchase X million robots (mostly these AGVs & single-armed robots) X million unmanned delivery vehicles & 100k drones over the next X yrs to join its "Wolf Pack" series. See below"
X Link 2025-10-30T00:15Z 29.4K followers, 5976 engagements

"See below for domestic ratio of 1-3kw to 10kw+ from 2019 to 2023: In 2019 China produced XX% of laser it needed above 6kw. By 2023 it produced XX% of its 10kw+ demand XX% of 6-10kw & XX% in sub-6kw laser mkt. all this happened while demand exploded across the board"
X Link 2025-11-01T23:58Z 29.4K followers, XXX engagements

"Han's laser HGTech Raycus Hymson UW Laser & DR Laser are top domestic players. They support: smart mfg optical & wireless connectivity sensor electronics consumer electronics power & batteries PV cells medical lasers laser welding fiber lasers display & semi"
X Link 2025-11-01T23:58Z 29.4K followers, XXX engagements

"PetroChina has issued tender announcement for 2025 centralized procurement of wind turbine. 7.65GW in total w/ 6.XMW units account for 6.75GW China's fossil fuel giants are all getting aggressively into renewable projects to diversify from fossil fuel & become all energy src companies"
X Link 2025-11-16T19:30Z 29.4K followers, 6517 engagements

"Micro Trucks (sub 3.5t) mkt is also electrifying rapidly. See below mkt is up XX% YoY in Oct & XX% YoY overall this yr. Geely & cherry are the leaders here. BYD's new T4EV will fall in this category. I wonder how much that will jolt increased electrification here"
X Link 2025-11-25T22:59Z 29.4K followers, 2775 engagements

"Shandong High speed group Co was involved in the most technologically challenging part of the railway from Simandou mine to port in Guinea. XXXXX km long w/ XX% on bridged areas (5 super large bridge & X medium to large bridge). All this in hot humid environment. Building infrastructure to removing strategic liability such as iron ore dependence on Australia is not easy. It requires risky capital & many companies successfully undertaking difficult projects. Getting Guinea Simandou project to start producing is one of the hardest & most significant BRI projects to date. If it wouldn't this"
X Link 2025-11-30T18:53Z 29.4K followers, 33.4K engagements

"Just X yrs of Siemens introduced world's 1st Photon counting CT scanner X separate Chinese PCCT scanners by United Imaging & Neusoft were recently approved by China's NMPA. Product of China's advancement in Photonic tech & imaging. There was a time when Western companies could earn huge margins on new medical equipment but then Chinese companies would come in & kill that margin yrs later. Now it appears that Chinese supply chain have advanced so much that it can develop new cutting edge equipment b4 Western counterparts or shortly after. The biggest change in the past X yrs for China Inc is"
X Link 2025-11-30T21:33Z 29.4K followers, 26.8K engagements

"After XX months of production the 70000th vehicle has rolled off the production line of BYD's Thailand factory. It is a Sealion X for employee Pattaraporn. Given that the factory is suppose to be able to produce 150k/yr BYD is clearly still ramping up. At this pt quite a bit of the production is actually exported"
X Link 2025-12-03T11:44Z 29.4K followers, 4456 engagements

"ByteDance Doubao team also just released its newest imaging model Seedream XXX which it claims to be a significant improvement over XXX (already a pretty good model)"
X Link 2025-12-03T13:14Z 29.4K followers, 3233 engagements

"ByteDance's Seed Research team also released its GR-RL for Robot (Real-world Reinforcmenet Learning) Using ByteMini-v2 robot & RL to improve the success rate for robot. Almost like how babies learn to control their motors"
X Link 2025-12-03T13:18Z 29.4K followers, 3071 engagements

"Also watch out from Kling as they are releasing major update this week. Since open src models are out there firms w/ SOTA video models can just fine tune Qwen models to have multi-modal end-2-end experience"
X Link 2025-12-03T19:23Z 29.4K followers, 4402 engagements

"BY battery delivereis so far this yr shows grow in auto battery from 194.7GWh in 2024 to XXXXX in 2025. BYD is likely supplying more externally to Xiaomi & XPeng. It also has seen 40.865GWh deliveries for ESS another huge area of growth"
X Link 2025-12-03T21:11Z 29.4K followers, 3269 engagements

"Looks like ByteDance is already testing a GenAI app called Cici in Indonesia & Mexico. Southeast Asia & Latam region make sense as the 1st region for BD to push into global AI assistant mkt. Already has 20m app downloads"
X Link 2025-12-04T01:04Z 29.4K followers, 5329 engagements

"Looks like Chinese automakers are bringing the px war to Thailand. Geely EX2 is retailing for as low as 399.9k THB/88k RMB Dolphin sells for 449.9k THB/99.3k RMB Not sure how Geely is pricing so low w/o a local factory"
X Link 2025-12-05T01:58Z 29.4K followers, 3543 engagements

"We have LandSpace's successful ZQ-3 launch & failed recovery this wk but CSSC has its own Long March 12A rocket that will also be testing VTVL soon. Will allow for 9000kg reusable payload to LEO. CSSC this wk delivered the floating recovery platform. Looks like everything is in order"
X Link 2025-12-06T01:25Z 29.4K followers, 7857 engagements

"S800 dominates China's luxury sedan mkt. Its sales have outpaced Porsche Panamera X series S class & A8 as well as domestic rivals in U7 & ET9 Likely to remain this high until at least early next yr"
X Link 2025-12-06T12:07Z 29.4K followers, 3914 engagements

"Horizon Robotics unveiled its 4th gen BPU architecture. It will allow for Journey X series of ADAS chips to be 10x more power in computation & 5x better in power efficiency & full support FP operation in Tensor Vector OPs. Horizon is a supplier of VW/Carizon BYD Bosch & Neusoft & many more"
X Link 2025-12-08T14:11Z 29.4K followers, 3310 engagements

"@ShangYang2 too many brands isn't the issue. That's common in China. It's problem is lack of differentiation from Geely Leapmotor & other automakers with good cost control"
X Link 2025-12-08T21:33Z 29.4K followers, XXX engagements

"@AngelicaOung my problem with any Chinese apps is too many flashy things on the screen to keep me doom scrolling. I think the attention span for your average mainlander must be really short"
X Link 2025-12-08T21:37Z 29.4K followers, 3018 engagements

"Huge growth to places like Nigeria Liberia Egypt Algeria & DRC. All high quality exports helping commerce basic industries & transportation sectors. Increase in African export is making up a huge chunk of the decrease to America"
X Link 2025-12-09T00:12Z 29.4K followers, 2357 engagements

"@Molson_Hart advise for young entrepreneur"
X Link 2025-12-09T21:20Z 29.4K followers, 1014 engagements

"Using IBM chief Krishna's comment each GW of DC cost $80B which means 100GW of DC requires $8T of capex + opex (like electricity cost taxes & staff) + interest. Interest alone is $800B X yr cycle - $1.6T depreciation/yr. + opex & engineers - over $3T in cost per yr for AI"
X Link 2025-12-09T23:58Z 29.4K followers, XXX engagements

"Leading Internet companies see $500B in ad revenue/yr. If we assume 20m white collar jobs get automated away by AI in next X yrs & they make on avg $100k/yr - $2B employers might be willing to pay $1B for AI to automate those jobs away. How are they going to make $3T"
X Link 2025-12-09T23:58Z 29.4K followers, XXX engagements

"JD Logistics is opening up its 1st self operated warehouse in Tokyo to provide e-commerce & logistics service for Chinese brands in Japan & SK. Will use latest logistics automation tech. Shortens delivery time by XX hr vs competitors in JP/SK. Allows same day delivery. JDL will build more warehousing in APAC region. src"
X Link 2024-12-25T12:56Z 29.4K followers, 5773 engagements

"BYD has invested in another AI robotics company Paxini Tech (also invested in Ubtech & Agibot) Paxini has developed 6D Hall array tactile sensor giving it human like perception capabilities. It also built full stackAI tech in its robot from h/w packaging data algo & VTLA model. so a lot of reason for BYD to get involved here. src"
X Link 2025-04-30T00:37Z 29.4K followers, 5676 engagements

"Also microprobe series of high speed interferometer. Ultra-high speed measurement of up to 2.7m/s & ultra high resolution of XX pm w/ simultaneous measurement of 25+ axes. Used for measuring low-reflectivity objects & linear/angular displacement measurements. Similar to Attocube & Smaract"
X Link 2025-10-31T21:44Z 29.4K followers, XXX engagements

"And E series laser ruler. Uses laser + fiber-optic connected emitter head to improve measurement accuracy & simplify installation setup. Used in various industrial mfg process requiring RT precise displacement feedback & control. Similar to Renishaw RLE series laser rulers"
X Link 2025-10-31T21:44Z 29.4K followers, XXX engagements

"New Video model from Tencent/Hunyuan team which claims to be the best open-source video gen models. Its testing show higher win rate than Alibaba Wan ByteDance SeeDream & Kuaishou but lower than Gemini Veo X. Now online w/ Tencent's Yuanbao app which is fighting for eyeballs vs ByteDance's Doubao & Alibaba's new app. China's big tech is to be the top dog in the domestic AI assistant mkt. But I think BD & BABA tend to go abroad more easily & earlier than Tencent which is even more focused domestically"
X Link 2025-11-21T15:12Z 29.4K followers, 5574 engagements

"Nov sales report: Xiaomi exceeded 40000 units again Leapmotor hit 70k again (about flat vs Oct) Li Auto continues to disappoint w/ just 33181 IM Motor hit new high w/ 13577. Supported by new LS6 & LS9 models Nov sales in China down vs Oct overall & NEV up just marginally so don't expect huge growth here"
X Link 2025-12-01T14:03Z 29.4K followers, 4088 engagements

"Domestic sales for BYD's mass mkt brand was down noticeably YoY but it has done well in its higher end brand of Denza & especially FangChengBao in Nov. N8L had 5443 deliveries in 1st month Tai-7 sold 24019 & Tai-3 sold 6054 Bao-5 sold 5569 I'm a little concerned abt D9 N9 & Z9 rn for BYD but it is a very competitive mkt & they need to improve interior & exterior design to get more ppl to buy"
X Link 2025-12-02T12:39Z 29.4K followers, 3450 engagements

"Alibaba's great competition to this is its new Quark AI phone which uses Qwen. In this world Android becomes less important & the foundational AI model becomes the OS driving everyone"
X Link 2025-12-03T11:36Z 29.4K followers, 2975 engagements

"Wow Chinese researchers have developed direct coupling of atmospheric CO2 w/ ammonia to produce urea using solar energy as sole input. Up until now they have been synethesizing "green" methanol & urea through waste straws animal wastes & such. Would be a game changer to directly take carbon from air & produce different kind of chemicals we need"
X Link 2025-12-04T11:51Z 29.4K followers, 72.9K engagements

"showcased 1st ever integrated low-pressure casting all-Aluminum load-bearing vehicle frame w/ project area of XXX m2 & wall thickness from 4-50mm. Applied to BYD's flagship U8L SUV. Which will enjoy the improved overall rigidity & torsional stiffness of vehicle body. vs assembly from dozens of components thru welding riveting & other methods. also supplies FAW Hongqi Dongfeng & NIO. Auto industry is driving a lot of material science improvement in China especially in Aluminum & Steel"
X Link 2025-12-04T17:38Z 29.4K followers, 5281 engagements

"Immersive drone experience courtesy of Insta360. Really emphasizes their strength in action camera tech. How does GoPro compete w/ this"
X Link 2025-12-05T02:03Z 29.4K followers, 5080 engagements

"CNCEC has new 3GW Green Hydrogen project in Inner Mongolia. 30.68B RMB investment for 2.5GW wind + 500MW solar 450MW/1.8GWh ESS 165t H2 storage - 134kt H2 in total phase X start production in 2026/6 & phase X by 2026/12 Will mostly be used for ammonia & methanol production But also usage in fuel cell Just so many huge green hydrogen related projects in China that will go into production in 2026-2029 timeframe"
X Link 2025-12-05T17:36Z 29.4K followers, 2855 engagements

"BYD Fleet location as of a wk ago. A lot of movement to Europe Mexico & Brazil. BYD sold 7256 in Mexico (4.57% mkt share) in Nov It sold 5395 in Turkey (almost 10x vs last yr) It delivered 3790 in Australia (3.8% mkt share) Also had 1164 in Korea (5th largest imported brand) Aside from Japan it seems like other mkts are all progressing nicely"
X Link 2025-12-06T19:07Z 29.4K followers, 5857 engagements

"If US has such a Copper product deficit & need it so badly for AI & energy grid build out then why did it put such heavy tariffs on Copper causing copper tube import from China to decline by XX% YoY Note Chinese import actually increased XXX% YoY. ofc China still runs a huge trade surplus in copper alloy & products. But due to its insatiable need for copper to expand its energy infrastructure it has sucked up all available raw less processed & scrap copper to make all the wires tubes heatsink & everything you need copper for. Why tariff copper when you don't have the refinery capacity Why"
X Link 2025-12-06T23:25Z 29.4K followers, 12.1K engagements

"As expected US's latest National Security Strategy doc embraces old model & rejects new model. We already know about China's dominance in the "New 3" (EVs Solar & Batteries) but 15th FYP show China's full embrace of Hydrogen & Biomanufacturing. How new replaces the old model"
X Link 2025-12-08T00:10Z 29.4K followers, 20.2K engagements

"What happens in transportation demand for oil when China's EV penetration gets to XX% in passenger & commercial mkt & when they are all over the globe Or when shipping moves away from diesel in XX yrs Or when SAF cost comes down as green methanol cost plummets"
X Link 2025-12-08T00:10Z 29.4K followers, 1233 engagements

"The future is in developing new technology to solve energy problems rather than relying on releasing carbon from fossil fuel into the air. Ignoring new tech has never worked well for a great power"
X Link 2025-12-08T00:10Z 29.4K followers, 3003 engagements

"Top selling SUV models out of China in Nov. Model Y roared back to top followed by Xiaomi Yu7 This is really bad if you are BYD. Sea Lion XX sold just 25093 & dropped to 5th. Tai-7 & Yuan Up did okay but Song Pro & Plus used to both be in top XX & Sea Lion XX is just not replacing them. BYD's mass mkt brand did not do well domestically in Nov at all"
X Link 2025-12-08T16:38Z 29.4K followers, 8636 engagements

"2 predictions based on going through weibo: China will allow gradual strengthening of RMB over the next yr. The trade surplus is just too large at this pt. China will allow some purchases of H200s but not a big deal either way. No shortage of smuggled in NVDA chips already"
X Link 2025-12-09T12:04Z 29.4K followers, 6505 engagements

"@teortaxesTex Given the amount of effort DeepSeek has spent w/ Huawei/Ascend I'm not convinced they will buy any. But other labs will like Zai for example & Alibaba/Tencent/BD will always buy some for their cloud data centers. But they always had access to Nvidia. The entire thing is NBD"
X Link 2025-12-09T14:12Z 29.4K followers, XXX engagements

"China EV mkt is tough. Here is Xiaomi sales since its inception. Nov was the 1st notable decline (not related to Dec - Jan or CNY) Su-7 has been steadily declining while customers have moved to Yu-7. Still the most popular brand in China but even their backlog is shrinking"
X Link 2025-12-09T19:57Z 29.4K followers, 5338 engagements

"Most ppl getting excited about DC build out seem to have no idea the production & quality issues already emerging in supply chain from this huge jump in demand. I'm talking about basic stuff like cables racks NICs storage trays cooling plates & ofc GTs & backup generators"
X Link 2025-12-09T23:58Z 29.4K followers, 3212 engagements

"EU import of Chinese cars surpassed EU export out of EU for the 1st time. French TV reported BYD PHEV w/ XXX km range @ 44.5k EUR has no competition in France. BYD exports globally in Nov are led by Seagull Song+ Song Pro & Yuan Up. Affordable models. Complaints about Chinese auto industry will grow as BYD continues to increase mkt share in EU. We probably need to see rapid ramp up in production out of its Hungary factory next yr + currency appreciation. These are necessary imo"
X Link 2025-12-10T12:48Z 29.4K followers, 48.7K engagements

"BD Ali & Tencent being most interested in H200 is not a surprise since they are hesitant to buy Ascend & won't buy smuggled chips. Could see 1m bw them. White House official confirmed that CM384 performance + increased production of Ascend in 2026 due to the new capacity coming online. btw I still think this really undersells the amount of Ascend chips that will come online in 2026 bc Ascend-950 will start delivery in Q1. I would expect production to shift to that. I expect XXX (due to lower compute) to either be single die (vs X dies for 910C) or smaller die size. Either way it will have"
X Link 2025-12-10T14:48Z 29.4K followers, 6120 engagements

"@etbadabimbim @TonamiPlayman I could see places like Brazil Saudi Arabia and Australia being prime candidate. The thing is this really requires investment in hydrogen infrastructure. Not everyone has the political will and money for that"
X Link 2025-12-10T22:44Z 29.4K followers, XX engagements