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@gonglei89 Avatar @gonglei89 Lei Gong

Lei Gong posts on X about china, bessent, shanghai, $4732t the most. They currently have XXXXXX followers and 1493 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence countries XXXX% finance XXXX% travel destinations XXXX% stocks XXXX% technology brands XXX% currencies XXXX% celebrities XXXX% musicians XXXX%

Social topic influence china #934, bessent #62, shanghai #649, $4732t #456, debt #1130, the only 0.2%, all the 0.2%, over the 0.2%, countries #1264, maga XXXX%

Top accounts mentioned or mentioned by @przidnt1 @joequant @angelicaoung @teortaxestex @jamiehacker10 @glennluk @avispartan1 @secondringszn @grok @mrbig2024 @knowbothsides @hazara501 @chairmanyan @antonio20346031 @baoshaoshan @marxistcham @lumpenpancakes @thepoliecon @jimrayn99592544 @kahguia

Top assets mentioned Goldman Sachs (GS) ON Semiconductor, Corp. (ON)

Top Social Posts #

Top posts by engagements in the last XX hours

"The eastern span of the Oakland Bay Bridge cost $XXX billion to build took a decade to actually complete was 2500% over budget (original expected budget was $XXX million) and is 1/4 the length and 2/3 the height of the Huajiang Canyon Bridge. Thats my answer"
X Link @gonglei89 2025-10-05T01:55Z 19.9K followers, 163.4K engagements

"Not all export controls induce development of capacity. It depends on whether you have institutional capability to adapt to them aka an industrial policy regime to organize and reallocate factors. Three decades ago this wouldnt be a question for the US. Much more dubious today"
X Link @gonglei89 2025-10-10T00:27Z 19.9K followers, 16.1K engagements

"@BeatsByNate If you dont understand how it works you can do your own research. I did answer your question I dont owe you my time 🙃"
X Link @gonglei89 2025-10-05T23:45Z 19.8K followers, XXX engagements

"MAGA pursues trade war shenanigans because they want a symbolic monument to prove that they are invulnerable top dogs of the world which is why they go full pig brained derangement whenever theyre reminded just how vulnerable they are. Endless charade of infantile insecurity"
X Link @gonglei89 2025-10-11T03:33Z 19.9K followers, 6295 engagements

"@Despera417 Yeah uh people whove lived in China can tell you whats true about China who knew 🙃"
X Link @gonglei89 2025-10-13T20:30Z 19.9K followers, XX engagements

"@rpotter_9 🤨Uhh Chinas debts are all denominated in RMB and Chinas debt to gdp ratio is actually better than the USs. What are you talking about"
X Link @gonglei89 2025-10-11T01:11Z 19.9K followers, XXX engagements

"@symptheticmagic You should worry more about consequences than words 🙃"
X Link @gonglei89 2025-10-15T18:50Z 19.9K followers, XXX engagements

"@AlfredXcellent Even in the most bearish scenario LGFVs debts are only about 2x GDP and XX% of that is backed be real assets. There is no non-debt obligation outside of that in the Chinese financial system. Do you even know what the USs financial leverage is with non-debt obligations included"
X Link @gonglei89 2025-10-10T06:37Z 19.9K followers, XXX engagements

"@fireobserver32 America actually does believe in pedigree"
X Link @gonglei89 2025-10-12T19:40Z 19.8K followers, XXX engagements

"WASP=White Anglo Saxon. Are Anglo Saxons from the American continent No. Youre a foreigner too. America was always a land of mutts dummy. If you dont like it deport yourself 🙃"
X Link @gonglei89 2025-10-05T22:32Z 19.9K followers, 4215 engagements

"lmao was sending emails discussing Tiananmen with my cousin while living in Shanghai so no. Youre a know nothing"
X Link @gonglei89 2025-10-13T17:37Z 19.9K followers, 12.7K engagements

"@TomChickfila Its not spreading agitprop to share a pretty generic view thats pretty mainstream for people from China 🤷🏻♂ Im not the only one whos said things to this effect. Just because you have trouble swallowing it doesnt mean its intended to be provocative or its not commonplace"
X Link @gonglei89 2025-10-14T02:32Z 19.9K followers, XX engagements

"@AlfredXcellent Perhaps Werner isnt the end all be all Weird how all the guys who concern trolled Japan for its recession couldnt connect the two and two of the US economy post GFC. Chinas total financial leverage is like half of the USs today what are you talking about lol"
X Link @gonglei89 2025-10-10T06:30Z 19.9K followers, XXX engagements

"Well punish China even if it means wrecking our own economy sounds very persuasive until quarterly earnings collapse and the recession hits"
X Link @gonglei89 2025-10-15T15:52Z 19.9K followers, 15.4K engagements

"@MetroNome13330 @Yungsifustan This isnt actually true. Theyve built several pretty big platforms over the last XX years already"
X Link @gonglei89 2025-10-14T19:53Z 19.9K followers, XX engagements

"The XXX trope is a good example of how China narratives get falsely overgeneralized. Its only true in some white collar sectors not even most. I was at Beigene in 2019 helping with some instrument installation issues and everyone there got in at X and got out by 5"
X Link @gonglei89 2025-03-04T22:16Z 19.9K followers, 30.6K engagements

"This is definitely the thing you say out loud when you have the upper hand"
X Link @gonglei89 2025-10-15T17:05Z 19.9K followers, 35.1K engagements

"@shnagglescrodge Go streak in front of the White House or no balls 🤷🏻♂"
X Link @gonglei89 2025-10-14T03:32Z 19.9K followers, XXX engagements

"If you define winning as about domination then sure. But thats a conceit of X sum logic. But domination is about control over others not about your own well being and somehow the US was fine with selling the US China everyone can win when China was poorer than the US 🤷🏻♂"
X Link @gonglei89 2025-10-05T02:14Z 19.9K followers, 5937 engagements

"@Despera417 🤷🏻♂ I live in CA where we have spare the air days and Beijing is not all of China"
X Link @gonglei89 2025-10-13T20:32Z 19.9K followers, XXX engagements

"Guess whos making the power semiconductor components enabling this"
X Link @gonglei89 2025-10-14T05:06Z 19.9K followers, 13.8K engagements

"@cdchcr lmao was sending emails discussing Tiananmen with my cousin while living in Shanghai so no. Youre a know nothing"
X Link @gonglei89 2025-10-13T17:36Z 19.8K followers, XXX engagements

"Assuming recent string of leaks for the WS-19 are accurate people are highlighting the wrong figures to be excited about. The real eye poppers are the specs for the low pressure compressor and high pressure compressor. The LPC supposedly has a pressure ratio of X with X stages"
X Link @gonglei89 2025-10-10T02:36Z 19.9K followers, 3838 engagements

"If the rest of the world had the ability to pull forward efforts to reduce dependence and develop alternatives it would have already done so by now and China wouldnt have this lever at all today 🤷🏻♂ Aspirations are easy when you dont look at the execution side of the picture"
X Link @gonglei89 2025-10-15T16:46Z 19.9K followers, 3459 engagements

"@ChairmanYan Either way if its debt you owe to yourself because its all in your own currency its really just not that big a deal"
X Link @gonglei89 2025-10-16T18:19Z 19.9K followers, XXX engagements

"Chief economist. Chief Strategist. GoldmanSachs"
X Link @gonglei89 2025-10-12T18:50Z 19.9K followers, 22K engagements

"Of course because China already put in decades of work on semiconductor self sufficiency. They only need to close a XX% capability gap whereas the US has to close a XX% capability gap for REEs and other export controlled materials. This trade fight was ill conceived from day 1"
X Link @gonglei89 2025-10-10T13:01Z 19.9K followers, 18.6K engagements

"They put foie gras and truffles on their burger for the cheap so youre damn fucking right Im eating burgers in Shanghai 😤"
X Link @gonglei89 2025-10-06T22:13Z 19.9K followers, 4237 engagements

"What most people still havent grasped is that even if China matches X for X China can actually go XX for X beyond any hand the US can play because of how much control over the global supply chain it has. Follow the producer power"
X Link @gonglei89 2025-10-10T21:46Z 19.9K followers, 33.5K engagements

"China makes one move and it puts team Trump into a tailspin throwing random things at the wall for a whole week"
X Link @gonglei89 2025-10-14T22:44Z 19.9K followers, 10.4K engagements

"Waiting for Pettis to call this overbuilt waste and overcapacity"
X Link @gonglei89 2025-10-11T22:05Z 19.9K followers, 11.3K engagements

"@z1078640139 China was never going to resort to a military response over tariffs"
X Link @gonglei89 2025-10-15T19:03Z 19.9K followers, XXX engagements

"This isnt Chinas full hand. Chinas full hand would be total shutout of access to Chinas supply chain for US businesses and coordinated dumping of USD with other countries that are looking to evacuate their reserve positions. People still dont understand Chinas leverage"
X Link @gonglei89 2025-10-10T21:42Z 19.9K followers, 354.7K engagements

"The USs response to Chinas new export controls is to increase its trade deficit with China. Are yall tired of winning yet"
X Link @gonglei89 2025-10-12T18:12Z 19.9K followers, 15.4K engagements

"They already have been by default for a decade. Bessent is now rehashing Bidens friendshoring language. How did that one play out"
X Link @gonglei89 2025-10-15T19:09Z 19.9K followers, 8476 engagements

"This is something they were planning all along Yeah almost as if China didnt need a deal and was in fact always willing to walk away. Who could have known 😏"
X Link @gonglei89 2025-10-15T17:03Z 19.9K followers, 17.8K engagements

"Okay fine Ill start using CPC"
X Link @gonglei89 2025-10-17T01:42Z 19.9K followers, 2786 engagements

"@mr_dosei The problem here is worse. Its not even measuring the thing it claims to be"
X Link @gonglei89 2025-10-14T00:08Z 19.9K followers, XXX engagements

"@ShafronTom @UhhhWelllUmm Both needed the state to do so. You didnt refute his point"
X Link @gonglei89 2025-10-13T01:59Z 19.8K followers, XX engagements

"Uhh someone forgetting all the extraterritorial tech restrictions and Huawei shenanigans in the late 2010s. The tensions were never contained to begin with"
X Link @gonglei89 2025-10-14T15:55Z 19.9K followers, 13.4K engagements

"@pacificroaming @AngelicaOung 🤨Is before the Umbrella protests this year"
X Link @gonglei89 2025-10-13T19:11Z 19.9K followers, XX engagements

"@andrewsun_83 Bruh not what I meant 🫢"
X Link @gonglei89 2025-10-16T05:24Z 19.9K followers, XX engagements

"@TomChickfila I was living in Shanghai when those emails were being sent"
X Link @gonglei89 2025-10-14T02:25Z 19.8K followers, XX engagements

"In the future Mao will be remembered in China the way Napoleon is remembered in France. Thats probably the right historical parallel insofar as contemporary sentiments about the political legacy of a founding national figure is concerned"
X Link @gonglei89 2025-10-14T05:29Z 19.9K followers, 10.6K engagements

"Chinas energy mix is only XX% imported oil and China domestically produces XXX million tonnes of grain and XX millions tonnes of meat per year which is X kg of food per person per day. Either way you can try a blockade if you want but good luck surviving the rain of missile 🤷🏻♂"
X Link @gonglei89 2025-10-11T20:27Z 19.9K followers, 5055 engagements

"Its almost as if Anduril is a grift 🙃"
X Link @gonglei89 2025-10-04T08:21Z 19.8K followers, 16.1K engagements

"Very easy to talk about settling politics by war when you have no concept of costs. But real wars exact costs that limit their political efficacy. War is defined by material constraints not fantasies of domination. People like to fantasize politics as frictionless abstractions"
X Link @gonglei89 2025-10-15T16:17Z 19.9K followers, 5377 engagements

"@mitchpresnick Maybbeeee. You can somewhat rationalize the failures of the Great Leap Forward but the Cultural Revolution will always be regarded with mixed feelings I feel"
X Link @gonglei89 2025-10-15T01:00Z 19.9K followers, XXX engagements

"Two items that caught my eye the most was the XX% LGFV exit (most likely a mix of land collateral asset holding firms and real estate firms getting unwound) and deepening fiscal reforms (may hint at future local govt fiscal structure changes especially around taxation policy)"
X Link @gonglei89 2025-09-12T09:00Z 19.9K followers, 3058 engagements

"My guess is a meeting isnt happening. China pulled the rare earth card because they saw bad faith actions and wanted to see if the US respected negotiations enough to rectify. Bessents tone this week suggests no. China never confirmed a meeting because they arent intent on it"
X Link @gonglei89 2025-10-15T16:40Z 19.9K followers, 20.7K engagements

"@ncvedi Eh the chart doesnt show that the US didnt add robots"
X Link @gonglei89 2025-10-14T23:55Z 19.9K followers, XXX engagements

"Nah this is brilliant. They should do it. We should all find out what happens"
X Link @gonglei89 2025-10-14T23:47Z 19.9K followers, 37.1K engagements

"@mondfleck3 We all know of course that financial numbers have the same immutable quantitative power as total cosmic mass and energy"
X Link @gonglei89 2025-10-16T23:29Z 19.9K followers, XXX engagements

"@Apis_Bicornis @z1078640139 No one was attacking Chinese production while it was making them money 🤷🏻♂"
X Link @gonglei89 2025-10-15T16:18Z 19.9K followers, XXX engagements

"A critical facet of the US China trade conflict most pundits seem to miss is they assume both sides desire to reach a deal is symmetrical but Chinas global financial movements strongly signal a hard commitment to reduce economic ties with the US no matter what deal is reached"
X Link @gonglei89 2025-10-15T01:39Z 19.9K followers, 7616 engagements

"There are so many better burgers in Shanghai Im not sure why this dawgy insists on eating from the garbage heap 😭"
X Link @gonglei89 2025-10-06T18:57Z 19.9K followers, 16K engagements

"My mom bought a mooncake and said we must eat it and I asked her do you enjoy eating moon cake and she was like no and then I asked my dad do you enjoy eating moon cake and he was like 😠 so then I looked at my mom and said Is this because duty and she was like yes"
X Link @gonglei89 2025-10-07T04:01Z 19.9K followers, 36.6K engagements

"@zephyr_z9 @GoldmanSachs How do I get paid like him anon"
X Link @gonglei89 2025-10-12T18:58Z 19.9K followers, XXX engagements

"@Juv391 🤷🏻♂ Americas the one thats chasing this fight"
X Link @gonglei89 2025-10-14T19:52Z 19.9K followers, XXX engagements

"@thelordsaidsmi Corruption is never a solvable problem only a problem that can be managed well. I would say Xi has been decent at managing the problem especially insofar as it relates to the proper functioning of the bureaucracy as an organ for public service"
X Link @gonglei89 2025-10-14T02:04Z 19.9K followers, XXX engagements

"If you said this XX years ago when the US first started talking about solving the rare earth dependency youd be wrong today and hardly anything has changed in those XX years. Sometimes you should judge based on results and not reputation"
X Link @gonglei89 2025-10-12T17:31Z 19.9K followers, 15.5K engagements

"Not much point in overreading. Trump likes to snarl a lot but taco is really not so much about his temperament as his pain tolerance. Theres just no scenario where he escalates without wrecking the US economy. We already tested this in April. Reruns dont change hard reality"
X Link @gonglei89 2025-10-14T01:27Z 19.9K followers, 5786 engagements

"@fredsoda Until the US tried to kill Russia financially most trade settlements were done in USD. China used the USD as its international currency. Thats why it kept such large reserves. They were recycling USD from their trade surplus as liquid financing for global commodity purchases"
X Link @gonglei89 2025-10-15T17:15Z 19.9K followers, XXX engagements

"@pstAsiatech Of course because China already put in decades of work on semiconductor self sufficiency. They only need to close a XX% capability gap whereas the US has to close a XX% capability gap for REEs and other export controlled materials. This trade fight was ill conceived from day 1"
X Link @gonglei89 2025-10-10T13:01Z 19.8K followers, 1718 engagements

"Printing money is a problem if youre printing in lieu of production not if youre printing in line with production. The sooner people understand this the sooner they can stop being superstitious about monetary policy. Focus on production. The money is just an accounting tool"
X Link @gonglei89 2025-10-08T18:45Z 19.9K followers, 15.4K engagements

"More importantly even last gen technology gives you a starting place to build up your human capital and engineering expertise so long as youre also investing in your own STEM education and opportunities while accepting foreign IP"
X Link @gonglei89 2025-10-14T22:55Z 19.9K followers, 5897 engagements

"When you string together all the quotable lines Bessent generated today it sounds like someone having a total meltdown like the point in an argument where one person is reduced to shouting every verbal attack they can think of because theyve got nothing left* but angry words"
X Link @gonglei89 2025-10-16T01:58Z 19.9K followers, 17.6K engagements

"You can tell just how sensitive and insecure MAGA are about dependency on Chinese production because anytime it gets brought up they start frothing at the mouth saying the most unhinged factually deluded things as if their brains regressed many levels down the evolutionary tree"
X Link @gonglei89 2025-10-11T01:21Z 19.9K followers, 21.5K engagements

"@secretpinko I think you should have low risk tolerance for material matters tbh"
X Link @gonglei89 2025-10-14T00:06Z 19.9K followers, XX engagements

"People confused about why China would pull such a drastic move out of the blue have either missed or forgotten that China never moved away from their hardline we can walk away whenever we want position in April. They only want to renegotiate the terms of the relationship once"
X Link @gonglei89 2025-10-10T22:07Z 19.9K followers, 53.2K engagements

"Told my work bestie Chinese biotech is going to do the complete buzzsaw in 3-5 years. Youll only be able to understand how China was able to do this if you understood the inherent inefficiencies that have prevented the biotech industry from delivering its best work for decades"
X Link @gonglei89 2025-10-06T19:04Z 19.8K followers, 38.2K engagements

"Huawei is sending Trump a gift basket for juicing their OS ecosystem development personally signed by Meng Wanzhou"
X Link @gonglei89 2025-10-14T16:06Z 19.9K followers, 33.8K engagements

"Buddy the slaves America imported to be part of its founding stock wasnt white. When the world pictures an American they picture Michael Jordan and Michael Jackson 🙃"
X Link @gonglei89 2025-10-05T23:42Z 19.9K followers, 5023 engagements

"@xjxdarren Chinas capacity to shrug off diplomatic awkward is severely underestimated"
X Link @gonglei89 2025-10-15T17:15Z 19.9K followers, XXX engagements

"@ThePolomolo Its not simply that governance capacity gets shredded but the reservoir of vocational competence itself degenerates due to the embedded incentivized habits of operational political function with the context of neoliberal transactionalization"
X Link @gonglei89 2025-10-11T08:55Z 19.9K followers, XXX engagements

"@pacificroaming @AngelicaOung You identified the wrong Streisand"
X Link @gonglei89 2025-10-13T04:15Z 19.8K followers, XXX engagements

"@drdomicile"
X Link @gonglei89 2025-10-14T05:47Z 19.8K followers, XXX engagements

"Its much worse than that. They dont even understand the other sides primary objectives in the negotiation. They think China wants a deal as much as they do. In reality China is agreeing to talk to run down the clock. Their real moves are outside the negotiation room"
X Link @gonglei89 2025-10-16T15:48Z 19.9K followers, 18K engagements

"@Samhanknr Not actually. Banks dont have sweeping requisition powers unless theres an explicit contractual agreement. Its actually not a great situation because theres no way to liquidate a bad personal debt situation so you just get endless harassment of the debtor by the creditor"
X Link @gonglei89 2025-10-07T18:31Z 19.9K followers, XXX engagements