# ![@Arturo10185 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1745339950097428480.png) @Arturo10185 Arturo Reyes

Arturo Reyes posts on X about china, countries, money, india the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1745339950097428480/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745339950097428480/c:line/m:interactions.svg)

- [--] Week [-----] +514%
- [--] Months [------] +424%
- [--] Year [------] +91%

### Mentions: [--] [#](/creator/twitter::1745339950097428480/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745339950097428480/c:line/m:posts_active.svg)

- [--] Week [--] +133%
- [--] Months [---] -19%
- [--] Year [---] +18%

### Followers: [-----] [#](/creator/twitter::1745339950097428480/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745339950097428480/c:line/m:followers.svg)

- [--] Week [---] +1.30%
- [--] Month [---] -0.43%
- [--] Months [---] +46%
- [--] Year [---] +324%

### CreatorRank: [---------] [#](/creator/twitter::1745339950097428480/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745339950097428480/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  [finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [us election](/list/us-election)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks) 

**Social topic influence**
[china](/topic/china), [countries](/topic/countries), [money](/topic/money), [india](/topic/india), [shanghai](/topic/shanghai), [debt](/topic/debt), [russia](/topic/russia), [ukraine](/topic/ukraine), [taiwan](/topic/taiwan), [meta](/topic/meta)

**Top accounts mentioned or mentioned by**
[@barchart](/creator/undefined) [@noahpinion](/creator/undefined) [@billackman](/creator/undefined) [@realjimchanos](/creator/undefined) [@rnaudbertrand](/creator/undefined) [@kanthan2030](/creator/undefined) [@michaelxpettis](/creator/undefined) [@thinkingpanda](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@pmarca](/creator/undefined) [@chamath](/creator/undefined) [@investingcom](/creator/undefined) [@kobeissiletter](/creator/undefined) [@bradsetser](/creator/undefined) [@elonmusk](/creator/undefined) [@bgurley](/creator/undefined) [@stockmktnewz](/creator/undefined) [@tphuang](/creator/undefined) [@shaunrein](/creator/undefined) [@marionawfal](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [IBM (IBM)](/topic/ibm) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Arista Networks Inc (ANET)](/topic/$anet) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Snowflake Inc. (SNOW)](/topic/$snow) [Toyota Motor Corporation (TM)](/topic/toyota) [intel (INTEL)](/topic/intel) [GE Vernova Inc. (GEV)](/topic/$gev) [Roblox Corp. (RBLX)](/topic/$rblx) [CF Industries Holdings, Inc. (CF)](/topic/$cf) [Alibaba Group (BABA)](/topic/$baba) [Helium (HNT)](/topic/helium)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Sino_Market Couple of days ago the chief of Chinas Supreme Court said that CCP is not only under the law but also is the law as well as above the law. Here goes your confidence in the Chinese capital markets. Who wants to play"  
[X Link](https://x.com/Arturo10185/status/1753332127830073638)  2024-02-02T08:18Z [--] followers, [---] engagements


"@Investingcom Its rather due to the lack of confidence in CCPs desire to honor the rules of capital markets. For instance a couple of days ago the chief of Chinas Supreme Court Xianming Xu announced that CCP is not just under the law CCP IS the law and is decidedly above the law"  
[X Link](https://x.com/Arturo10185/status/1753517028978372738)  2024-02-02T20:33Z [--] followers, [--] engagements


"@Barchart A couple of days ago the chief of Chinas Supreme Court Xianming Xi announced that CCP is not just under the law. CCP IS the law and therefore is above the law. Who wants to play in a capital market with this kind of nonsense"  
[X Link](https://x.com/Arturo10185/status/1753605336832119073)  2024-02-03T02:24Z [--] followers, [--] engagements


"@Investingcom $CF"  
[X Link](https://x.com/Arturo10185/status/1753918085109801168)  2024-02-03T23:07Z [--] followers, [---] engagements


"@AJButton2 Its not about Taiwan at all. Essentially now stock market is decoupled from underlying assets. What external shareholders have are useless phantom stocks. There is no oversight on the insiders and no recourse for shareholders. Insiders mislead cheat and steal with impunity"  
[X Link](https://x.com/Arturo10185/status/1754033710591324168)  2024-02-04T06:46Z [--] followers, [--] engagements


"@KobeissiLetter Investor don't trust the revenue and earnings numbers. Entrepreneurs want to cash out before CCP confiscates their wealth as they did to Jack Ma. Government officials in charge are inept brown-nose loyalists. Compounded by Western disengagement over the Taiwan threat"  
[X Link](https://x.com/Arturo10185/status/1754383922614644965)  2024-02-05T05:58Z [--] followers, [--] engagements


"@Investingcom Slap AI on every product and your value increase 20%. But the truth is Palantir was never created for AI. It tried to attach to many fashionable jargons of the time. Java Cloud Big Data ML and now AI. In the end it is just a tech consulting company which implies low margins"  
[X Link](https://x.com/Arturo10185/status/1755023025194623428)  2024-02-07T00:17Z [--] followers, [--] engagements


"@eyeslasho In Britain Black students average academic score is higher than White students. And Black is 7% of college population higher than the 4% in the overall population. They dont have Affirmative Action. Wonder why"  
[X Link](https://x.com/Arturo10185/status/1755332196565737482)  2024-02-07T20:46Z [--] followers, [---] engagements


"@mhp_guy Temu exploits two loopholes: the $800 de minimus tariff-free import signed by Obama to get around the tariff started by Trump; and evading paying sales tax to municipalities even though it collects the tax on their website. This is not good for America and should be stopped"  
[X Link](https://x.com/Arturo10185/status/1757170294073274873)  2024-02-12T22:30Z [--] followers, [--] engagements


"@AJButton2 The only pledge he should make is resign and restore the constitutional term limit. Chinese stock will shoot up 20% instantly. He himself is the drag on Chinese economy and stock markets"  
[X Link](https://x.com/Arturo10185/status/1757171462153412748)  2024-02-12T22:34Z [--] followers, [---] engagements


"@Barchart Because people hope AI will create god-like beings that solve the hardest problems in science and technology"  
[X Link](https://x.com/Arturo10185/status/1757301387875262908)  2024-02-13T07:11Z [--] followers, [---] engagements


"@Stockspy1 All hinges on FSD. Without breakthrough in FSD its market cap would be less than Toyota"  
[X Link](https://x.com/Arturo10185/status/1757687132075041165)  2024-02-14T08:44Z [--] followers, [--] engagements


"@sfchronicle @minilek The parents have been so stupid (aka woke) to elect the school board. They thought if schools suppress good students then other students and their parents wont feel so bad. Ostrich parents disguised as progressives. But colleges and jobs mostly exist outside of San Francisco"  
[X Link](https://x.com/Arturo10185/status/1757905456331399524)  2024-02-14T23:11Z [--] followers, [--] engagements


"@SvarogTom @IntelligenciaAI @Joel_P_Atkinson Top talents will no doubt reap the economical benefits. However the society is bifurcated because rest of U.S. won't. They were fed with various pacifiers e.g. wokeism. They lack the training work ethic and discipline. Other countries such as China will fill the middle"  
[X Link](https://x.com/Arturo10185/status/1760717828498575427)  2024-02-22T17:26Z [--] followers, [--] engagements


"@ElbridgeColby China is stronger but definitely not more dangerous. China is stronger because America is bifurcated and weaker. Large portions of them are woke drugged ill educated undisciplined and polarized"  
[X Link](https://x.com/Arturo10185/status/1760895330416308233)  2024-02-23T05:12Z [--] followers, [--] engagements


"@yishan Your logic fails because Gemini simply refuses to draw pictures of white people when explicitly asked to do so while it happily draws people of other colors. It is not just back Nazis or woman pope. Gemini refuses to draw white people period. That is clearly by instruction"  
[X Link](https://x.com/Arturo10185/status/1761103714524471694)  2024-02-23T19:00Z [--] followers, [--] engagements


"@adam_tooze @michaelxpettis Wage vs productivity ratio is a better measure. Tesla Shanghai has the highest productivity per unit of wage cost among all Tesla factories because of high efficiency. While the wage there is higher than local average. It is absolutely worth it for Elon Musk"  
[X Link](https://x.com/Arturo10185/status/1761559703057043784)  2024-02-25T01:12Z [--] followers, [--] engagements


"@sarahbraasch1 @BillAckman @Harvard @Yale Yale just announced they will restore SAT requirements starting 2025"  
[X Link](https://x.com/Arturo10185/status/1762266009644519768)  2024-02-26T23:58Z [--] followers, [---] engagements


"@Brad_Setser Overall China does not have a huge trade surplus. It has surplus with western countries but deficits with other countries such as some oil producers. I think overall the equilibrium is moving towards south-south from south-north-south value exchange"  
[X Link](https://x.com/Arturo10185/status/1762620683761471853)  2024-02-27T23:28Z [--] followers, [---] engagements


"@Barchart One of the major problems in GenAI is hallucination"  
[X Link](https://x.com/Arturo10185/status/1762660682733174827)  2024-02-28T02:07Z [--] followers, [--] engagements


"@Barchart yoy free cash flow $830M but stock dilution is [--] million shares or $2B. The company printed far more stock than free cash flow. New stock obviously enriched management. Hope the new CEO will stop dilution and maybe even do buybacks like $UBER and $META"  
[X Link](https://x.com/Arturo10185/status/1763012622486769973)  2024-02-29T01:25Z [--] followers, [---] engagements


"@eWhispers [--] mo stock comp is $1.2B. In comparison $ANET a far more profitable high tech company of comparable market cap before today with far more free cash flow ($2B vs $850M) [--] mo stock comp is only $300M. Mgmt is taking money out of SNOW hand over fist"  
[X Link](https://x.com/Arturo10185/status/1763290038396489844)  2024-02-29T19:48Z [--] followers, [---] engagements


"@Barchart Not just CEO. Stock comp over $1.2B last year. $SNOW is the atm machine for mgmt. $ANET stock comp is $300M last year with a $2B free cash flow. SNOW free cash flow is $850M. Not even enough for stock comp"  
[X Link](https://x.com/Arturo10185/status/1763472287867789692)  2024-03-01T07:52Z [--] followers, [---] engagements


"@FischerKing64 To be fair I think recent incidents are a United problem not Boeing. For the last six months I have heard [--] cancellations of United flights to Shanghai due to mechanical issues"  
[X Link](https://x.com/Arturo10185/status/1766223592570962343)  2024-03-08T22:04Z [--] followers, [--] engagements


"@BigBullCap Not only they dont make money they have huge share dilution. Stock comp is always far more than cash flow. Shareholders are suckers. Reminds me the joke of two guys eating each others shit to increase GDP"  
[X Link](https://x.com/Arturo10185/status/1766227805594177748)  2024-03-08T22:21Z [--] followers, [--] engagements


"@andykreed TikTok will capitulate take a loan to buyout the CCP shares and move 100% everything to US. Its a win win. CCP corrupt politicians cash out. TikTok survives"  
[X Link](https://x.com/Arturo10185/status/1766229091978739938)  2024-03-08T22:26Z [--] followers, [--] engagements


"@Barchart Unfortunately $ADBE may be the first big tech impacted by AI. In the short term customers will allocate less resources to Adobe products in anticipation of AI-assisted products from Microsoft and others. In the longer term it has to invest heavily in AI which affects its margins"  
[X Link](https://x.com/Arturo10185/status/1768667637679370280)  2024-03-15T15:56Z [--] followers, [---] engagements


"@tsarnick Also percentage wise far more people in China appreciate the achievements of SpaceX and Starlink than those in America"  
[X Link](https://x.com/Arturo10185/status/1768711343866257537)  2024-03-15T18:50Z [--] followers, [--] engagements


"@jakeonrails Apartments around New York Central Park are far from affordable"  
[X Link](https://x.com/Arturo10185/status/1768894070339084784)  2024-03-16T06:56Z [--] followers, [--] engagements


"@Carnage4Life People should study how taxi drivers were paid before Uber and Lyft. If you think that was better for the drivers then go ahead"  
[X Link](https://x.com/Arturo10185/status/1769054981749923971)  2024-03-16T17:35Z [--] followers, [--] engagements


"@Barchart $VLO market cap to ebitda is [--] with debt ratio only [----]. Unbelievably cheap"  
[X Link](https://x.com/Arturo10185/status/1769543733849252080)  2024-03-18T01:57Z [--] followers, [---] engagements


"Stock-based comp of some high-tech companies: Income before stock comp Stock comp Net income $ANET 2384M 297M 2087M $UBER 3680M 1793M 1887M $PLTR 686M 476M 210M $NET 103M 287M -184M $IOT -50M 237M -287M $SNOW 392M 1230M -838M"  
[X Link](https://x.com/Arturo10185/status/1769883761611849746)  2024-03-19T00:29Z [--] followers, [---] engagements


"@ftr_investors The true pillar is tsmc. It is the only one who can make the AI chips. Samsung is an option. But it has conflict of interest because Samsung is developing an AI chip itself. There will be alternative to NVDA e.g. AMD Microsoft Maia Cerebras etc. But not to tsmc"  
[X Link](https://x.com/Arturo10185/status/1770276548840673518)  2024-03-20T02:29Z [--] followers, [---] engagements


"@SiuTat_Mung Sadly with or without Article [--] Hong Kong cannot reverse its decline. The era of information asymmetry and economic arbitrage is gone. Time to get out"  
[X Link](https://x.com/Arturo10185/status/1770666069046481005)  2024-03-21T04:17Z [--] followers, [--] engagements


"@michaelxpettis We need data that differentiates Chinese made Tesla from Chinese home-grown brands. Seems most exports to Europe are Tesla while exports to developing countries are not. If so the data merely says EU is saturated with Tesla but developing countries buy more Chinese-brand EVs"  
[X Link](https://x.com/Arturo10185/status/1770686427866468719)  2024-03-21T05:38Z [--] followers, [---] engagements


"@johnrhanger @JesseJenkins What is the cost Bill Gates can buy cars powered with nuclear reactors. Poor waiters and janitors who can only afford a rental [--] miles away from work cannot afford fancy automotive technologies"  
[X Link](https://x.com/Arturo10185/status/1770688588721655916)  2024-03-21T05:47Z [--] followers, [--] engagements


"China just published their progress on ZQ-3 stainless steel reusable rocket. Scheduled to fly [----] @elonmusk @SpaceX"  
[X Link](https://x.com/Arturo10185/status/1773070375259140438)  2024-03-27T19:31Z [--] followers, [--] engagements


"@MarkOgge Perhaps you need to be educate yourself on how to read company's financial report. For example according to its latest earning report Chevron paid more than $8B income tax in 2023"  
[X Link](https://x.com/Arturo10185/status/1773216848013619556)  2024-03-28T05:13Z [--] followers, [--] engagements


"@Barchart The real number is even higher. Just Evergrande alone owns close to 3T bad loans. Vast number of shopping malls in Shanghai and other metros are in bad shape"  
[X Link](https://x.com/Arturo10185/status/1773230345418145998)  2024-03-28T06:07Z [--] followers, [---] engagements


"@devahaz What about Jewish I had a colleague who was so ashamed that he was the only non-PhD/JD/MD among his siblings and cousins he went back to school for a PhD when he was 38"  
[X Link](https://x.com/Arturo10185/status/1773465915075793351)  2024-03-28T21:43Z [--] followers, 10.4K engagements


"@mbrookerhk Its the most ridiculously expensive housing market in the world. Price would be reasonable only if it goes down another 50%"  
[X Link](https://x.com/Arturo10185/status/1773613142657954156)  2024-03-29T07:28Z [--] followers, [--] engagements


"@devahaz I'd say nobody values knowledge more than the Jewish tradition. Think about the Dead Sea Scrolls. Those guys knew Romans would obliterate them all and chose to store away their library for future God-knows-who to use. Knowledge was more important than the survival of the race"  
[X Link](https://x.com/Arturo10185/status/1773832887412080647)  2024-03-29T22:01Z [--] followers, [--] engagements


"@chineseciv Wrong. It was the outside minorities who conquered Han but was then culturally assimilated into Han ethnicity. For instance the last dynasty Qing was from Manchu tribe. They tried to keep their language but failed even though the emperors and nobles were all Manchu people"  
[X Link](https://x.com/Arturo10185/status/1775037882912436664)  2024-04-02T05:49Z [--] followers, [---] engagements


"@IndoPac_Info Philippines annual trade with United States is $21B. It's trade with China is $49B. Rest of ASEAN countries have similar situations. Clearly United States does not have much to show for when compared with China"  
[X Link](https://x.com/Arturo10185/status/1775370518923039065)  2024-04-03T03:51Z [--] followers, [--] engagements


"@arny_trezzi @PalantirTech Operating income $120M. Market cap is 400X operating income. Yet stock comp $476M. $PLTR management thinks the company is their ATM machine and shareholders are garbage"  
[X Link](https://x.com/Arturo10185/status/1775542209313701952)  2024-04-03T15:13Z [--] followers, [--] engagements


"@eyeslasho [--] of the top [---] AI researchers by academic paper citation index are of Chinese origin"  
[X Link](https://x.com/Arturo10185/status/1775560319525617798)  2024-04-03T16:25Z [--] followers, [---] engagements


"@TripleNetInvest Brookfield has done this kind of deals before. Always structured so that there is no recourse to Brookfield itself. Management collects nice fees no matter what. Other stakeholders hold the bags of sh*t"  
[X Link](https://x.com/Arturo10185/status/1775734088504344905)  2024-04-04T03:56Z [--] followers, [---] engagements


"@bgurley Just look at the stock price. The jump matches perfectly with the time when Tesla Shanghai went into full operation. Shanghai saved Tesla. Its rather ungrateful to think otherwise"  
[X Link](https://x.com/Arturo10185/status/1777798265209008375)  2024-04-09T20:38Z [--] followers, [--] engagements


"@Barchart Make a graph for $tsm $asml $amat $lrcx $klac etc"  
[X Link](https://x.com/Arturo10185/status/1778128547011502378)  2024-04-10T18:30Z [--] followers, [---] engagements


"@eyeslasho Its the affirmative action. Britain does not have AA see how their black students perform. Better than British white students"  
[X Link](https://x.com/Arturo10185/status/1778467439937995018)  2024-04-11T16:57Z [--] followers, [--] engagements


"@DerekJGrossman Because United States is weak. Massive deficit and debt. Disaster in Afghanistan. Weak industrial power. Cant even mass-produce drones or ammo at reasonable cost. More and more like a paper tiger"  
[X Link](https://x.com/Arturo10185/status/1779308798194438391)  2024-04-14T00:40Z [--] followers, [--] engagements


"@Brad_Setser Sadly many companies went along. VW and Siemens in Europe fell into the trap under no one less than Angela Merkel. In the U.S. Jeffery Immelt contributed GEs crown jewel - the jet engine to a JV with the China C919 project in order to meet quarterly earnings goals"  
[X Link](https://x.com/Arturo10185/status/1780037035061129233)  2024-04-16T00:54Z [--] followers, [--] engagements


"@CollinRugg Sahara desert used to be a green prairie"  
[X Link](https://x.com/Arturo10185/status/1780346777289261426)  2024-04-16T21:25Z [--] followers, [--] engagements


"@KoyfinCharts A group of PwC Hongkong staff published an open letter a few days ago. It was mostly about who to blame for shoddy accounting PwC did over 10+ years for the collapsed giant Evergrande. In it there is a mention of shoddy work for $BABA as well which is also a PwC client"  
[X Link](https://x.com/Arturo10185/status/1781194292285084154)  2024-04-19T05:33Z [--] followers, [---] engagements


"@LondonBreed It is not an exaggeration to say her trip is Alice in Wonderland"  
[X Link](https://x.com/Arturo10185/status/1781389948064793012)  2024-04-19T18:30Z [--] followers, [--] engagements


"@MLiebreich Its nonsense. Smartphone has all the features of fax plus a lot more. RE lacks the most important feature of primary energy - stability"  
[X Link](https://x.com/Arturo10185/status/1781578611969151153)  2024-04-20T07:00Z [--] followers, [---] engagements


"Blatant discrimination against middle class Californians. Insane UCSD announced a new policy April [--] to exclude students whose parent is college educated and makes over $45000 from enrolling in computer science or other selective majors unless spots are available after first generation or low income students enroll. https://t.co/IwMw700Ors UCSD announced a new policy April [--] to exclude students whose parent is college educated and makes over $45000 from enrolling in computer science or other selective majors unless spots are available after first generation or low income students enroll."  
[X Link](https://x.com/Arturo10185/status/1782172473645252731)  2024-04-21T22:20Z [--] followers, [--] engagements


"@MarkFarrellSF First thing is to pass a referendum to change the city charter to enable a strong mayor. Without power concentration there is not much the mayor can do"  
[X Link](https://x.com/Arturo10185/status/1782998277228732612)  2024-04-24T05:01Z [--] followers, [---] engagements


"@realchrisrufo Well said. Let them protest and inconvenience the populace. Just imagine the thousands of seniors in USC and their parents who will not have a graduation ceremony. They will forever remember what the Left has done to them"  
[X Link](https://x.com/Arturo10185/status/1783631201971892507)  2024-04-25T22:56Z [--] followers, [--] engagements


"@benedictrogers @CPHumanRights @timloughton It is perfectly acceptable. British should stop trying to be the world moral police. Let every country do its own business. And you mind your own as well. Britain will be a 3rd-world country and a laughing stock soon. Don't try to find your self-esteem by bullying poor Djibouti"  
[X Link](https://x.com/Arturo10185/status/1784739902367904075)  2024-04-29T00:22Z [--] followers, [--] engagements


"@SouthernKeeks She probably did not submit her SAT score or have to pay for her tuition which is covered by some Jewish donors or full-pay Asian parents of students with [----] SAT. Ivy colleges recruit DEI students with generous financial aid. These students then got the sense of entitlement"  
[X Link](https://x.com/Arturo10185/status/1784777339051921471)  2024-04-29T02:50Z [--] followers, [--] engagements


"@philippilk Europe failed spectacularly in developing key technologies and supply chain in EV: battery motor and software. EVs made by European brands are inexplicably expensive. Its not just China. They cant compete with Hyundai either"  
[X Link](https://x.com/Arturo10185/status/1784946300343161175)  2024-04-29T14:02Z [--] followers, [--] engagements


"@OliLondonTV People should listen to this talk by Judge Altman. The talk repudiates every claim made by Hamas and its sympathizers with facts and history https://podcasts.apple.com/us/podcast/fedsoc-events/id207414471i=1000649590535 https://podcasts.apple.com/us/podcast/fedsoc-events/id207414471i=1000649590535"  
[X Link](https://x.com/Arturo10185/status/1786197662708187598)  2024-05-03T00:54Z [--] followers, [--] engagements


"@StockMarketNerd @Barchart Net loss is $35.5M. But stock bases comp is $77M. Basically greedy employees and management take away all the profit and more. Shareholders have been gaslighted as always for this company"  
[X Link](https://x.com/Arturo10185/status/1786280052952596834)  2024-05-03T06:22Z [--] followers, [--] engagements


"@balajis United States was like China. Empire State Building was completed in a year and half if I recall correctly. Golden Gate Bridge Hoover dam were all built quickly with solid quality"  
[X Link](https://x.com/Arturo10185/status/1786565525151342821)  2024-05-04T01:16Z [--] followers, [--] engagements


"@MichaelAArouet Correlation is not causation. Italy (its former kingdoms) and all kingdoms of Europe was on one currency for a thousand years - gold. Italy was the richest region then"  
[X Link](https://x.com/Arturo10185/status/1787149253187670133)  2024-05-05T15:56Z [--] followers, [--] engagements


"@wil_da_beast630 India is an apartheid country separated by the caste system. One cannot marry to a different caste. That is not diversity. Malaysia has a legal system discriminates against Chinese. Hundreds of thousands of Chinese were killed in the late 1960s"  
[X Link](https://x.com/Arturo10185/status/1787213346187727233)  2024-05-05T20:10Z [--] followers, [--] engagements


"@alc2022 He talks like a politician distracting investors from rampant share dilutions. Lets see how much stock compensation he will take at the expense of shareholders. $LDOS has 7x $PLTR revenues is far more profitable only half mkt cap"  
[X Link](https://x.com/Arturo10185/status/1787545189156102191)  2024-05-06T18:09Z [--] followers, [---] engagements


"@alc2022 $PLTR issued 200M new shares in last [--] months. Where did they go To the pocket of mgmt It has accumulated deficit of $5.5B that is net loss against VC money raised. How long will it take to make up for the loss [--] years given the current run rate"  
[X Link](https://x.com/Arturo10185/status/1787731946531078165)  2024-05-07T06:31Z [--] followers, [---] engagements


"@texasrunnerDFW This is legalized corruption. It is just public funds misused as hush money that they can dish out to their favorite friends especially community organizers"  
[X Link](https://x.com/Arturo10185/status/1787931088574365961)  2024-05-07T19:42Z [--] followers, [--] engagements


"@BrettKrieger12 $PLTR earning $106M but stock compensation rewards for mgmt $126M. In the same quarter $ANET earning $638M stock compensation only $77M. $ANET is high growth 6x profit half stock comp. But mkt cap less than 2x $PLTR. IMO only a fool buys $PLTR at current price/mkt cap"  
[X Link](https://x.com/Arturo10185/status/1787953615870840923)  2024-05-07T21:12Z [--] followers, [---] engagements


"@BrettKrieger12 $PLTR has 2.2B shares. As of 12/31/2023 it has additional 439M shares of stock options with 161M shares vested that have not turned into actual shares yet. And additional 126M RSU shares. 1.35M shares is peanuts"  
[X Link](https://x.com/Arturo10185/status/1788087999617769489)  2024-05-08T06:06Z [--] followers, [---] engagements


"@StockMKTNewz Stock based compensation: [----] $575M [----] $474M Q1 [----] $126M. This is essentially dividends shareholders paid to $PLTR mgmt. Far more than income. Mgmt are NBA players. Shareholders are cheerleaders"  
[X Link](https://x.com/Arturo10185/status/1788092639407210683)  2024-05-08T06:24Z [--] followers, [---] engagements


"@macastel3 You need to go to Shanghai Yangshan port. The #1 port in the world doing 44M containers annually. Fully automated. Containers docking and loading without any human operators. Even the trucks are automated"  
[X Link](https://x.com/Arturo10185/status/1788732929814012179)  2024-05-10T00:48Z [--] followers, [--] engagements


"@TheBrakeNet This is how western countries compete with China. Good luck. Shanghai Tesla is humming along smoothly"  
[X Link](https://x.com/Arturo10185/status/1788951773732131223)  2024-05-10T15:18Z [--] followers, [--] engagements


"@Noahpinion They cooperate with equipment vendors including ASML AMAT KLAC etc. and the EDA software vendors like CDNS SNPS so that everything fits together. It's a lot of proprietary R&D requiring many Ph.Ds. Global Foundry Intel etc. failed miserably. Samsung is barely keeping up"  
[X Link](https://x.com/Arturo10185/status/1789762381863686209)  2024-05-12T20:59Z [--] followers, [---] engagements


"@SMTuffy This is a chemistry class in a China. United States spends far more per pupil than China does. Where does the money go https://x.com/HowThingsWork_/status/1790067996888617128 A Middle School Chemistry class in Hubei China 🧪🧑🔬 https://t.co/eIPqw81x81 https://x.com/HowThingsWork_/status/1790067996888617128 A Middle School Chemistry class in Hubei China 🧪🧑🔬 https://t.co/eIPqw81x81"  
[X Link](https://x.com/Arturo10185/status/1790219678083887141)  2024-05-14T03:16Z [--] followers, [---] engagements


"@Brad_Setser Tariff wont work because U.S. has lost the its ability to execute even under protection. $7.5B for [--] superchargers. $11B for [----] ft of high speed rail. [--] years and Starliner still cant take crew to space. [--] days cannot clear Baltimore bridge. The list goes on and on"  
[X Link](https://x.com/Arturo10185/status/1790262475482337578)  2024-05-14T06:06Z [--] followers, [--] engagements


"@MadnessWatcher GM and Ford have been trying EV for a decade without any Chinese import. Didnt work and the phantom tariff wont help. The winner is Hyundai. Its decent EV lineup will be the only real alternative to Tesla"  
[X Link](https://x.com/Arturo10185/status/1790630632730902962)  2024-05-15T06:29Z [--] followers, [--] engagements


"@DavidZipper @CityLab Next thing you know they will charge fat people carbon tax because presumably fat people consumes more food and generate more greenhouse gas"  
[X Link](https://x.com/Arturo10185/status/1790889929436021048)  2024-05-15T23:40Z [--] followers, [--] engagements


"@WallStreetSilv Two arguments for China. 1) most like 90% of accumulated CO2 in atmosphere was emitted by western countries since [----]. You guys benefited from the [---] years of pollution. China is not the culprit. 2) China enables your fossil fuel reduction by producing cheap solar panels"  
[X Link](https://x.com/Arturo10185/status/1790956251926659348)  2024-05-16T04:03Z [--] followers, [--] engagements


"@eWhispers $CSCO is feasting on the carcass of $JNPR which is to be bought by $HPE which has a history of being the foolish buyer of companies e.g. Autonomy Corp"  
[X Link](https://x.com/Arturo10185/status/1791007584415367260)  2024-05-16T07:27Z [--] followers, [--] engagements


"@YIMBYLAND You called it world class Have you been to Shanghai Beijing or Tokyo NYC subway is third-world class"  
[X Link](https://x.com/Arturo10185/status/1791209660130767026)  2024-05-16T20:50Z [--] followers, [--] engagements


"@andwarn British decline is due to elitism. Just count since WW2 how many months and years the prime minister is an Oxford graduate Id say [--] out of every [--] years. It shows that the political system is too old school static. Multi-decade of in-bred produces retarded leadership"  
[X Link](https://x.com/Arturo10185/status/1791351242939306408)  2024-05-17T06:13Z [--] followers, [--] engagements


"@michaelxpettis France is the big beneficiary: Airbus Hermes Bordeaux tourist in Paris. That's why Xi visited France. Germany used to be one. But no as much anymore. Rest of Europe except for some semiconductor products does not seem to export anything of significance to China"  
[X Link](https://x.com/Arturo10185/status/1792789421773009064)  2024-05-21T05:28Z [--] followers, [---] engagements


"@ChinaCounter My friend used to ride a $2000 Brompton lightweight folding bicycle in Shanghai. He could simply leave it on the side of a street in any designated bike parking area marked by lines on the ground without locking it. It wont be stolen. Try that in New York or San Francisco"  
[X Link](https://x.com/Arturo10185/status/1793060910661296393)  2024-05-21T23:26Z [--] followers, [---] engagements


"@thexcapitalist Issuing bond for corporate expansion would be a positive to some extent. Means you believe the growth will be extraordinary. But issuing bonds to buy back stocks while claiming you have a strong balance sheet Thats a gamblers mindset. Should focus on biz not stock price"  
[X Link](https://x.com/Arturo10185/status/1793897592436498488)  2024-05-24T06:51Z [--] followers, [---] engagements


"@Investingcom A small investor can sue and topple Elon Musk's compensation package in Delaware. Can a $BABA shareholder do the same in a Chinese court Not a chance. You can't even see the real financial data because of Chinese national security laws. You are buying a phantom stock"  
[X Link](https://x.com/Arturo10185/status/1794464085209383043)  2024-05-25T20:22Z [--] followers, [--] engagements


"@SariArhoHavren When you have your president kneel down to an 8-time convict when you have mobs ransack the stores on the Magnificent Mile of Chicago with impunity Russia and China dont need to do anything to win the propaganda war. The world is not as stupid as you think"  
[X Link](https://x.com/Arturo10185/status/1795242375113236974)  2024-05-27T23:55Z [--] followers, [--] engagements


"@1MrPapi @GuyDealership It's not made in U.S.A. Rather it is "made" dubiously in South Korea with components from GM China"  
[X Link](https://x.com/Arturo10185/status/1795545369180258784)  2024-05-28T19:59Z [--] followers, [--] engagements


"@mrbcyber Putin is not stupid. He miscalculated. But Xi did not control or influence Putin on Ukraine invasion. The word use is just trying to create a narrative to drive a wedge between these two guys. But I dont think they will fall into the trap"  
[X Link](https://x.com/Arturo10185/status/1795637685228548419)  2024-05-29T02:06Z [--] followers, [--] engagements


"@nikstankovic_ The car may not be allowed in the U.S. But it will erode western carmakers mkt share in other countries from Mexico to Morocco"  
[X Link](https://x.com/Arturo10185/status/1795797333193502984)  2024-05-29T12:40Z [--] followers, [---] engagements


"@Noahpinion The innovation is in manufacturing. USA or Japan probably can make the same car but at a 10x cost per unit. BYD sells it for $14K (and presumably still makes money). This has been played out in solar panel too - highly automated complex precision manufacturing at massive scale"  
[X Link](https://x.com/Arturo10185/status/1795906540593181007)  2024-05-29T19:54Z [--] followers, [---] engagements


"@TidefallCapital If $NVDA makes pizza $DELL makes the pizza box. There is no defendable moat for Dell. No secrete sauce or recipe for the box. Volume is low. Margin will be razor thin"  
[X Link](https://x.com/Arturo10185/status/1796415697960255577)  2024-05-31T05:37Z [--] followers, [----] engagements


"@TheTranscript_ If $NVDA makes pizza $DELL makes the pizza box. There is no secrete sauce or recipe for a pizza box"  
[X Link](https://x.com/Arturo10185/status/1796785916859801736)  2024-06-01T06:08Z [--] followers, [---] engagements


"@cperruna Too much dilution. Stock based compensation always takes lions share of operating profit even when GAAP loses money which is most of the quarters. Mgmt treats $SNOW like an ATM machine to enrich themselves. They are highly-paid NBA players. Shareholders are cheerleaders"  
[X Link](https://x.com/Arturo10185/status/1796931355563196864)  2024-06-01T15:46Z [--] followers, [---] engagements


"@scienceisstrat1 [--] million cars from this BYD assembly factory. I think it is just one shift in the picture. But still not too many workers"  
[X Link](https://x.com/Arturo10185/status/1797044240033386742)  2024-06-01T23:15Z [--] followers, [---] engagements


"@Jay83214566 Xi has employed an utterly stupid childish and arrogant diplomatic team and military advisers. They are worse than Hamas in communication and strategy. They chased away almost all international sympathy and goodwill. Biggest blunder in international politics in recent history"  
[X Link](https://x.com/Arturo10185/status/1797107567753326809)  2024-06-02T03:26Z [--] followers, [--] engagements


"@levelsio He was too self conscious about his own sainthood image and gave up on practicing sewage politics with the congress. But that is necessary to move things forward. He should have had a thicker face sleazier hands and learned a thing or two from Bill Clinton"  
[X Link](https://x.com/Arturo10185/status/1797379121129119783)  2024-06-02T21:25Z [--] followers, [--] engagements


"@hsu_steve BYD does not have unions. In fact CCP bans unions and strikes jails union leaders. BYD does not have DEI hires. BYD kicks out most workers who are [--] years or older. In summary the Chinese Communist Party is running the most ruthelsss capitalist economic system in the world"  
[X Link](https://x.com/Arturo10185/status/1797381202649002106)  2024-06-02T21:34Z [--] followers, [--] engagements


"@tphuang @Dan_Schwartz different market. This one if works can make hydrogen out of a standalone offshore wind turbine that does not need to be connected to the grid. You just fetch the hydrogen fuel. Greatly expand the deployable locations"  
[X Link](https://x.com/Arturo10185/status/1797517185323270654)  2024-06-03T06:34Z [--] followers, [--] engagements


"@WinfieldSmart USA is taking shares from Euro not RMB or other currencies. Europeans have sadly been gaslighted by USA on multiple fronts and for decades"  
[X Link](https://x.com/Arturo10185/status/1797816238296670401)  2024-06-04T02:22Z [--] followers, [--] engagements


"@thinking_panda Ant is way better than Evergrande or Vanke which have created trillions of losses for banks and innumerable sufferings of Chinese families. The financial crisis could have been avoided if Ant was not dismantled. Ant never defrauded the society like those real estate developers"  
[X Link](https://x.com/Arturo10185/status/1798108714865701355)  2024-06-04T21:44Z [--] followers, [---] engagements


"@Barchart Why Why now She was considered the winner long long ago. Her win was never a surprise. Has Morgan Stanley been sleeping all this time"  
[X Link](https://x.com/Arturo10185/status/1798229919555863037)  2024-06-05T05:46Z [--] followers, [--] engagements


"@LinetteMLim "misplaced sense of superiority" Only Americans (and maybe British) have such sense of superiority. Singaporeans are conservative and proud of their safe cordial and sometimes boring city. But it is far from a sense of superiority"  
[X Link](https://x.com/Arturo10185/status/1798917793783693451)  2024-06-07T03:19Z [--] followers, [---] engagements


"@BethanyAllenEbr Whats the problem People should not like propaganda What about when Biden making statements condemning Putin or Hamas Is that propaganda Should people not like it Cant see your logic"  
[X Link](https://x.com/Arturo10185/status/1798939797920346224)  2024-06-07T04:47Z [--] followers, [--] engagements


"@MattLoszak CCJ is in commodity business. It is not the big guy in town either. In the end its about show me the money. Numbers dont lie. Revenue growth is not there. Also new reactors are mostly built outside of North America. They have other cheaper uranium suppliers"  
[X Link](https://x.com/Arturo10185/status/1799134462275666356)  2024-06-07T17:40Z [--] followers, [--] engagements


"@jarvis_best They watched too many Hollywood movies. In fact the only way to save civilian lives in the future is to show to the enemy that using civilians as human shields does not work. Otherwise Hamas will keep using civilian as shield and more civilians will be killed in crossfires"  
[X Link](https://x.com/Arturo10185/status/1799461140587753574)  2024-06-08T15:19Z [--] followers, [--] engagements


"@michaelxpettis CCP undervalue the power goodwill under invest in soft power prefers transactional relations and is firmly anti individualism. There is no well-known product brands from China. Very strange for such a big economy. Alibaba and Didi could become global brands. CCP killed them"  
[X Link](https://x.com/Arturo10185/status/1799586391103582606)  2024-06-08T23:36Z [--] followers, [--] engagements


"@thinking_panda Taiwan is a de facto country. Why China has to take Taiwan anyway Why can't China/Taiwan like USA/Canada Taiwan can be a great ally of China because it has to by blood and by location. The China-Taiwan-Singapore Chinese culture alliance will be a strategic win for China"  
[X Link](https://x.com/Arturo10185/status/1799675665748521105)  2024-06-09T05:31Z [--] followers, [--] engagements


"@EV_Trapper @ianbremmer It is wasteland. But Im not sure how it can handle sandstorms. Panels will be covered in think dust. The high speed sand abrasion will cause massive damage to the panels"  
[X Link](https://x.com/Arturo10185/status/1800304782735024148)  2024-06-10T23:11Z [--] followers, [---] engagements


"@joecarlsonshow His concern is valid. Elon can trust Apple to protect data from misuse. But he cannot trust OpenAI. Once the data is used to train ChatGPT there is no way not even OpenAI itself to know if someone will lure ChatGPT to reveal enterprise secretes using clever prompts"  
[X Link](https://x.com/Arturo10185/status/1800405835941810681)  2024-06-11T05:52Z [--] followers, [---] engagements


"@ianellisjones @joshrogin China is stupid to insist on taking Taiwan. It should envision a China/Taiwan relationship similar to USA/Canada. Taiwan would be China's strongest ally. It has to because of blood location and culture. China-Taiwan-Singapore would be a great Chinese culture based alliance"  
[X Link](https://x.com/Arturo10185/status/1800409345345421823)  2024-06-11T06:06Z [--] followers, [--] engagements


"@fthisreality @RnaudBertrand Please look up dictionary and see what "genocide" means. Regardless Israel and the enormously powerful global Jewish community had all their eyes on Noa. It was just good business. 10000x return on political capital. The cowardly Chinese diplomatic team misjudged played chicken"  
[X Link](https://x.com/Arturo10185/status/1800415413454696763)  2024-06-11T06:30Z [--] followers, [---] engagements


"@RnaudBertrand China is under siege. With Ukraine Taiwan Philippines etc. USA is boxing China. China could have leveraged Noa to lessen the siege effect. The Jewish community has survived for thousands of years. Id not bet against them. Noa is a strategic investment opportunity wasted"  
[X Link](https://x.com/Arturo10185/status/1800515790644601215)  2024-06-11T13:09Z [--] followers, [---] engagements


"@washingtonpost Red wave blue wave and recent Modi wave and the unseen European far right wave polls have become less and less accurate"  
[X Link](https://x.com/Arturo10185/status/1800587272565490049)  2024-06-11T17:53Z [--] followers, [--] engagements


"@IndoPac_Info The reason why China exports so much rare earth material is not just because of the mineral deposit. It is the production cost. In fact there are cases that rare earth ore is shipped from outside into China for processing. Norway doesn't have the engineering capacity to do it"  
[X Link](https://x.com/Arturo10185/status/1801686643734417720)  2024-06-14T18:42Z [--] followers, [---] engagements


"@ftchina Suppose Xi one day announces that China no longer pursues unification almost all the trump cards USA currently holds dearly against China would be useless. China/Taiwan can coexist like USA/Canada. Same culture same language next door neighbor and allies for each other"  
[X Link](https://x.com/Arturo10185/status/1802100040003105223)  2024-06-15T22:05Z [--] followers, [---] engagements


"@daltybrewer The saga is a positive demo of capitalism and resilience of the U.S. legal system. A small shareholder CAN challenge the board. There CAN be difference of opinions without fear. In other capital markets e.g. China South Korea both of these cannot happen"  
[X Link](https://x.com/Arturo10185/status/1802115391231279134)  2024-06-15T23:06Z [--] followers, [--] engagements


"@SRoach_econ Hong Kong had made a living on legal and information arbitrage. That time is over mostly. Without tech innovation or manufacturing it is hard to see how HK can return back to its old status"  
[X Link](https://x.com/Arturo10185/status/1803117541159747789)  2024-06-18T17:28Z [--] followers, [--] engagements


"@WholeMarsBlog Biden hates Elon Musk. He would rather pay his friends and families for "consulting" and "planning" while achieving nothing than going for the 100MB/s high speed Starlink which is by far the cheapest and quickest option"  
[X Link](https://x.com/Arturo10185/status/1803321628052562331)  2024-06-19T06:59Z [--] followers, [--] engagements


"@noCinErik @Noahpinion Democrats. They prefer immigration of family members and above all illegal immigrants"  
[X Link](https://x.com/Arturo10185/status/1803450829317570685)  2024-06-19T15:32Z [--] followers, [--] engagements


"@SRoach_econ Sanctions are obstacles and not walls. It gives USA more time to distance itself from China in the high tech race if USA can get its acts together. But that is a big if. With DEI/AA union and rampant institutionalized corruption USA may still lose the lead. Huawei works 996"  
[X Link](https://x.com/Arturo10185/status/1803625272987754753)  2024-06-20T03:05Z [--] followers, [---] engagements


"@Noahpinion Its political. Elon Musk and rural America wont vote for democrats"  
[X Link](https://x.com/Arturo10185/status/1803626281675923937)  2024-06-20T03:09Z [--] followers, [--] engagements


"@shaunrein USA democracy has decayed so much. It is now filled with rampant institutionalized corruption. Much worse than China or many other non-democratic countries. Nothing to be proud of. https://x.com/trishala/status/1803404638395273474s=46 In Oakland [---] more city employees moved into the $300k-700k total compensation bracket between [----] and [----]. These folks are largely unaffected by the proposed budget. Meanwhile [------] Oakland residents are being shortchanged when it comes to public safety roads parks https://x.com/trishala/status/1803404638395273474s=46 In Oakland [---] more city"  
[X Link](https://x.com/Arturo10185/status/1803827456702378411)  2024-06-20T16:29Z [--] followers, [--] engagements


"@FT Because western countries are incompetent. Cannot compete. Sanctions wont matter if you cannot provide reasonable alternatives. We have abusively sanctioned too many people and entities. They dont want to play in the dollar world anymore"  
[X Link](https://x.com/Arturo10185/status/1803971370646384670)  2024-06-21T02:01Z [--] followers, [--] engagements


"@seanmdav The Trump trial and the ballot decision by California Supreme Court have shown that USA democracy is utterly corrupt. It has lost moral standing in the world. Coupled with massive debt and inept industrial base USA will decline just as UK did [---] years ago"  
[X Link](https://x.com/Arturo10185/status/1804212885939482737)  2024-06-21T18:00Z [--] followers, [--] engagements


"@ArnabDatta321 America sold 1.3M EV last year. At $7500 credit per car that is $10B. If you add other tax incentives for chargers batteries etc. it is probably around $15-$20B per year. Over a 15-year period going forward USA EV incentive will be as much if not more than China"  
[X Link](https://x.com/Arturo10185/status/1804345176766497100)  2024-06-22T02:46Z [--] followers, [----] engagements


"@Mr_Andrew_Fox USA led Western Europe to repeatedly test the limits of Russia tolerance without the finesse and detente that previous presidents like Reagan had during the Cold War because USA has become so arrogant. Now its a lose-lose game while USA is trying to do the same job to China"  
[X Link](https://x.com/Arturo10185/status/1804509931480981834)  2024-06-22T13:41Z [--] followers, [--] engagements


"@ramzpaul Its not just DEI. I heard they replaced the Chinese parts supplier for helium tank with a vendor from another country. That vendor did not have experience in manufacturing parts for space use. The Chinese company have made similar parts for Chinas Tian Gong space capsule"  
[X Link](https://x.com/Arturo10185/status/1804513455715807463)  2024-06-22T13:55Z [--] followers, [--] engagements


"@unusual_whales I heard Boeing replaced Chinese supplier for the helium tank with another supplier from a third country. That vendor has no experience to manufacture the product for space use. The Chinese vendor made similar tanks for space vehicles for China's successful Tiangong space station"  
[X Link](https://x.com/Arturo10185/status/1804579378271281398)  2024-06-22T18:17Z [--] followers, [--] engagements


"@TheTranscript_ He said same about Alibaba"  
[X Link](https://x.com/Arturo10185/status/1804678518707835108)  2024-06-23T00:51Z [--] followers, [---] engagements


"@BGatesIsaPyscho Europe is repeating the mistake of [---] years ago. They were busy killing each other while a certain religion from the East invaded only stopped at Siege of Vienna and Malta. This time seems no luck cuz they are inside already while Europeans still prefer killing each other"  
[X Link](https://x.com/Arturo10185/status/1804949711599944171)  2024-06-23T18:48Z [--] followers, [--] engagements


"@Noahpinion China is exporting trains too. New projects in Indonesia and possibly in Thailand and Vietnam https://x.com/Arturo10185/status/1802793195568582690 For $7B China helped Indonesia to built a 90-mile high speed rail that has carried 2.6M riders in [--] months. California spent $10B to build [----] ft high speed rail. And USA will sell you a bunch of tomahawks and F16s for $7B. Tell me why other countries have to follow USAs lead https://t.co/QwDEgV7WoL https://x.com/Arturo10185/status/1802793195568582690 For $7B China helped Indonesia to built a 90-mile high speed rail that has carried"  
[X Link](https://x.com/Arturo10185/status/1805058960376189045)  2024-06-24T02:02Z [--] followers, [--] engagements


"@RnaudBertrand The Western Civilization is being heavily attacked and sabotaged inside out. Yet USA is busy orchestrating the self-destruction of people who share the same heritage from Tchaikovsky to Chopin from Dostoyevsky to Shakespeare. Siege of Vienna would not be won today"  
[X Link](https://x.com/Arturo10185/status/1805085739987685732)  2024-06-24T03:49Z [--] followers, [--] engagements


"@SamoBurja Meanwhile China announced today its first successful 10km altitude launch and landing of a reusable rocket prototype with [---] ton of thrust (25% of Falcon9). Target full size rocket [----]. China is not too far behind. Its Tiangong space station already in the sky since 2021"  
[X Link](https://x.com/Arturo10185/status/1805107879588036701)  2024-06-24T05:17Z [--] followers, [---] engagements


"@SohrabAhmari The Western Civilization is being heavily infiltrated sabotaged and attacked inside out. Yet USA is busy orchestrating the self-destruction of people who share the same heritage from Tchaikovsky to Chopin from Dostoyevsky to Shakespeare. Siege of Vienna would not be won today"  
[X Link](https://x.com/Arturo10185/status/1805329181087289718)  2024-06-24T19:56Z [--] followers, [--] engagements


"@ElbridgeColby The Western Civilization is being infiltrated sabotaged and attacked inside and outside. Yet USA is busy orchestrating the self-destruction of people who share the same heritage from Tchaikovsky to Chopin from Dostoyevsky to Shakespeare. Siege of Vienna would not be won today"  
[X Link](https://x.com/Arturo10185/status/1805408089992315020)  2024-06-25T01:10Z [--] followers, [--] engagements


"@MrJerryGoode China wont be able to dock because its vehicle is designed to dock only with its own Tiangong space station. The astronauts can depart. But the Starliner cannot stay docked forever. If helium is all gone there wont be enough propellant to undock it. Thatd be a big problem"  
[X Link](https://x.com/Arturo10185/status/1805507205686608127)  2024-06-25T07:43Z [--] followers, [--] engagements


"@MrDarrenMurphy UK should elect a prime minister NOT from the two universities especially not from Oxford. Its bizarre these two have occupied Downing St for like 90% of the time since ww2. Time for fresh talents to rise up"  
[X Link](https://x.com/Arturo10185/status/1805509294651326760)  2024-06-25T07:52Z [--] followers, [--] engagements


"@BeijingDai Because Saudis know that their political regime is ultimately far more compatible with Chinese than USA. Once it abandons petrodollar and USA becomes the biggest producer in oil market instead of biggest consumer its time for them to find new alignment"  
[X Link](https://x.com/Arturo10185/status/1805703469170614767)  2024-06-25T20:43Z [--] followers, [---] engagements


"@nikstankovic_ It is not a problem because America won ww2. The land has been conquered by blood not some stupid historical documents. If China wants an island it needs to take it by winning a war. History doesnt matter"  
[X Link](https://x.com/Arturo10185/status/1805748287598940478)  2024-06-25T23:41Z [--] followers, [---] engagements


"@benonwine Its high time to have a non-Oxbridge alum as the prime minister. Oxford elites have occupied Downing Street for too long. Time for fresh blood and fresh thoughts"  
[X Link](https://x.com/Arturo10185/status/1805786524765851762)  2024-06-26T02:13Z [--] followers, [--] engagements


"@StooliesClub @barstoolsports @VivaLaStool At the end of June the High Speed Rail Union announces that they will hold a strike until they get a 20% salary increase"  
[X Link](https://x.com/Arturo10185/status/1812193550412689554)  2024-07-13T18:33Z [---] followers, [--] engagements


"@sentdefender What if Pelosi offers herself as the replacement Although she is older she is in fantastic shape and I think she is right now the ONLY winnable Democrat against Trump"  
[X Link](https://x.com/Arturo10185/status/1813802963263168986)  2024-07-18T05:08Z [---] followers, [--] engagements


"@NateSilver538 Pelosi should offer herself as replacement candidate. She is in fantastic shape and is the only candidate with a reasonable chance to win against Trump"  
[X Link](https://x.com/Arturo10185/status/1813803853609103495)  2024-07-18T05:11Z [---] followers, [--] engagements


"@DavidAltonHL @benedictrogers HK never had democracy. Chris Patten was not elected by Hong Kong people. So many Brits have mental disease due to nostalgia for the lost empire that they took every opportunity to lecture other countries on what they should or should not do while too lazy to get a real job"  
[X Link](https://x.com/Arturo10185/status/1818805197835305352)  2024-08-01T00:25Z [---] followers, [--] engagements


"@vali_nasr It's inexplicable that Israel got such precise intel with 100% confidence. A failure that kills the wrong people would be a catastrophe. Biden won't share it even if CIA has the intel. Only someone at the top of Iranian government could have known and leaked it to Israel"  
[X Link](https://x.com/Arturo10185/status/1818814402818453903)  2024-08-01T01:02Z [---] followers, [--] engagements


"@zhao_dashuai Such a low class comment. If China wants to win the hearts and minds of Taiwanese people it should stop mocking and bullying them. BTW unification is not the best outcome. China/Taiwan/Singapore can be like USA/Canada/UK an alliance of Chinese-speaking countries on global stage"  
[X Link](https://x.com/Arturo10185/status/1819273015290745335)  2024-08-02T07:24Z [---] followers, [--] engagements


"@padroni87 @BeijingDai This is like saying Meta is successful because the janitors did a great job. American and Dutch technicians are willing to help anyone who pays a fair price. Why don't they help Brazil or Mexico It's the hardworking Chinese people who built their chip industry"  
[X Link](https://x.com/Arturo10185/status/1819428103539904882)  2024-08-02T17:40Z [---] followers, [---] engagements


"@Noahpinion I like Donald Trump's approach. Let Taiwan buy and deploy as many missiles as they can. Taiwan spends too little on defense counting on U.S. to fill the gap. If Taiwanese are serious about THEIR independence THEY should spend $$ and train male and female like the Israelis"  
[X Link](https://x.com/Arturo10185/status/1819488880388985020)  2024-08-02T21:42Z [---] followers, [--] engagements


"@BillGertz For those who read three-body trilogy TikTok is the sophon. Donald Trump is Luo Ji. He has to speak illogically. Harris is Cheng Xin whose PC decisions caused the annihilation of all of us"  
[X Link](https://x.com/Arturo10185/status/1819528358612570138)  2024-08-03T00:19Z [---] followers, [--] engagements


"@tomhajjar @tshugart3 Exactly. Google pictures of Indian reservations and cities of Xinjiang. Which minority is living in pathetic and isolated conditions when compared to fellow country men Its the Native Indians"  
[X Link](https://x.com/Arturo10185/status/1819556625247858987)  2024-08-03T02:11Z [---] followers, [---] engagements


"@jenniferzeng97 Xi sent get well message to Trump almost immediately after the assassination attempt. He clearly prefers Trump over Biden. Historically CCP prefers Republican presidents starting from Nixon"  
[X Link](https://x.com/Arturo10185/status/1819599163375698072)  2024-08-03T05:00Z [---] followers, [--] engagements


"@sarabahaa94 The mentality is so wrong. First you should fight honorably not using civilian especially children as human shields. Second unless your enemy will slaughter civilians no matter what you surrender honorably if you cant win. Israel clearly will not do that if Hamas surrendered"  
[X Link](https://x.com/Arturo10185/status/1820258111661498504)  2024-08-05T00:38Z [---] followers, [--] engagements


"@thecyrusjanssen The responsibility is with Hamas. Hamas started the war by killing civilians conducted the war using its civilians as shields. Hence the result. Now it should surrender unconditionally if it still has an ounce of care for civilians of Gaza. The war will stop immediately"  
[X Link](https://x.com/Arturo10185/status/1820820499750076737)  2024-08-06T13:53Z [---] followers, [--] engagements


"@realMaalouf Fake news. China decided to rebuild mosques in East Asian/Chinese style instead of Arabic style to reflect its own culture. Many mosques in East Asian countries e.g. Malaysia and Indonesia are not in Arabic style. Islam does not require Arabic mosques"  
[X Link](https://x.com/Arturo10185/status/1822500117808873739)  2024-08-11T05:07Z [---] followers, [---] engagements


"@hkfp Well. You can't do that in your role model - the United Kingdom either. https://x.com/stillgray/status/1827093926701867407 Two years in prison for waving an English flag. An eighteen-year-old James Martin has been sentenced to a staggering two years and two months in prison all for the audacity to march outside an Islamic centre in Scarborough North Yorkshire brandishing an England flag. https://t.co/jSXx6SBJwg https://x.com/stillgray/status/1827093926701867407 Two years in prison for waving an English flag. An eighteen-year-old James Martin has been sentenced to a staggering two years"  
[X Link](https://x.com/Arturo10185/status/1827244236686963097)  2024-08-24T07:19Z [---] followers, [--] engagements


"@sv_techie @pgosavi7056 The problem is stock based compensation. Mgmt uses $SNOW as an ATM machine. $370M SBC causing $355M operating loss is not acceptable. Buyback won't help if SBC does not come down because buyback money comes from shareholders. $ANET last qtr $634M operating income w/ $78M SBC"  
[X Link](https://x.com/Arturo10185/status/1827756429354389765)  2024-08-25T17:14Z [---] followers, [---] engagements


"@KerrisdaleCap $LUMN CEO comes from $MSFT. The relationship is likely to deepen. It's not about running AI inside $LUMN but the infra to move data btw AI data centers. Rapid change and delivery of AI data models needs upgraded delivery infra. $LUMN has the vast transmission network to do it"  
[X Link](https://x.com/Arturo10185/status/1828827290752766247)  2024-08-28T16:09Z [---] followers, [---] engagements


"@KerrisdaleCap It's conceivable that $LUMN sells its consumer biz (to e.g. $TMUS) for $2-3B perhaps and then $MSFT buys the rest of it for its vast fiber network. With rapid growth of $MSFT cloud and data center investments it is not unthinkable to spend $30B to own the fiber + customer base"  
[X Link](https://x.com/Arturo10185/status/1828886716998136262)  2024-08-28T20:05Z [---] followers, [---] engagements


"@SophiaKianni Did anyone notice that the biggest chunks of land - Canada and Siberia - lie in the freezing far north and would become a lot more productive if climate is warmer In fact Norway Sweden and Finland probably will benefit from global warming as well"  
[X Link](https://x.com/Arturo10185/status/1831499223449399574)  2024-09-05T01:06Z [---] followers, [--] engagements


"@Hedgeye @HedgeyeComm @HedgeyeCommBZ $FYBR just sold for $20B. $LUMN has about the same mass market subscribers. They can sell that biz to reduce debt significantly. Your thesis to short is wrong"  
[X Link](https://x.com/Arturo10185/status/1831755417611071511)  2024-09-05T18:04Z [---] followers, [--] engagements


"@edavidds @AlecStapp Capos may switch their allegiance if the don is spoiled weak and inept. Don't assume these countries are always vassals of USA"  
[X Link](https://x.com/Arturo10185/status/1831932732131479780)  2024-09-06T05:49Z [---] followers, [---] engagements


"@elonmusk @historyinmemes It's rooted in Chinese education system and philosophy. Chinese (and Korean) K-12 education is military style. They train the youth to be disciplined workers. No teaching of entitlement whatsoever. For most it is about hard work endurance and obedience to authority"  
[X Link](https://x.com/Arturo10185/status/1831935780559970724)  2024-09-06T06:01Z [---] followers, [--] engagements


"@edavidds @AlecStapp These three countries have very complex relationships. They hate each other for decades since WW2. However they inherit the same Confucius culture. Kind of like Spain France and Britain in medieval times. The bonding between people because of culture and race is unbreakable"  
[X Link](https://x.com/Arturo10185/status/1831938065016951009)  2024-09-06T06:10Z [---] followers, [--] engagements


"@EnesFreedom @Nike @nikebasketball @nikefootball @nikestore @nikesb @usnikefootball @nikelondon @NikeNYC @NikeLA @NBA How much did CIA pay for this post In China there are many professional WuMaos who are paid [--] cents RMB to spread false derogatory info about USA. Seems CIA is now doing the same to China"  
[X Link](https://x.com/Arturo10185/status/1835454272668102869)  2024-09-15T23:02Z [---] followers, [--] engagements


"@SawyerMerritt There was a huge fire caused by a Tesla Semi on CA highway shutting down the highway for more than [--] hours. It's extremely challenging to put out battery fire of this size"  
[X Link](https://x.com/Arturo10185/status/1836288596019679641)  2024-09-18T06:18Z [---] followers, [--] engagements


"@Noahpinion China has never done any such things while USA and Israel have at least since Snowden. Its ridiculous that those who committed crime accuse others of having the thoughts to commit a crime"  
[X Link](https://x.com/Arturo10185/status/1836489893519986892)  2024-09-18T19:38Z [---] followers, [--] engagements


"@adrianzenz @VW Laughable to think VW would need to use forced labor in Xinjiang. VW factories are extremely competitive to get in. Average workers even Han Chinese would fight hard to get a job there. They may have to reserve quotas for ethnic minorities kind of Chinese affirmative action"  
[X Link](https://x.com/Arturo10185/status/1836909240637907443)  2024-09-19T23:24Z [---] followers, [---] engagements


"@lukedepulford @adrianzenz @VW VW factory jobs are highly coveted in Xinjiang. Even Han Chinese have to fight hard to get in. They may have to reserve quotas for ethnic minorities as sort of Chinese affirmative action. Its the other way around"  
[X Link](https://x.com/Arturo10185/status/1836932658108191124)  2024-09-20T00:57Z [---] followers, [--] engagements


"@MartijnRasser Many vehicle electronics contain embedded software. Many of them are made in China. Chinese car market is already the same as U.S. and EU combined and is self sustaining. Tariff will work if USA can catch up on supply chain and technology. But that seems doubtful"  
[X Link](https://x.com/Arturo10185/status/1838007630637482057)  2024-09-23T00:09Z [---] followers, [--] engagements


"@Factschaser Blame Elon for the decades of utter incompetence of GM and Ford That kind of logic is why USA is doomed. And tariff will not help"  
[X Link](https://x.com/Arturo10185/status/1838102634139652118)  2024-09-23T06:26Z [---] followers, [--] engagements


"@AuschwitzMuseum The commemoration by inviting Russians could have served as an event to highlight common values and perhaps nudge both sides towards peace in Ukraine. Sadly Europe falls into the trap set up by USA. Divided Europe are just vassal states of USA with little economical benefits"  
[X Link](https://x.com/Arturo10185/status/1838819739327725749)  2024-09-25T05:56Z [---] followers, [---] engagements


"@SenMarcoRubio First fentanyl is not made in China. It's made from normal chemicals imported from China and other places. But more importantly why fentanyl is a big problem only in America Have you heard fentanyl epidemic in France in Sweden Italy Japan What does it say about USA"  
[X Link](https://x.com/Arturo10185/status/1839169298230902890)  2024-09-26T05:05Z [---] followers, [--] engagements


"@ajtourville @SpaceX The Biden administration must take notice. They cannot control where private enterprises will go. Elon has made phenomenal contributions to USA and saved American car and space industries. How he has been treated by this administration is an absolute disgrace"  
[X Link](https://x.com/Arturo10185/status/1839494885415743761)  2024-09-27T02:38Z [---] followers, [--] engagements


"@Maytechummia He or Premier Li should shake hands with Jack Ma. It would be the ultimate market confidence builder if the government returns the egregious fines billions of dollars it has charged Alibaba/Ant and Didi with"  
[X Link](https://x.com/Arturo10185/status/1839806326987469050)  2024-09-27T23:16Z [---] followers, [--] engagements


"@_mm85 Its heavily manipulated. Alibaba tells customers to defer orders to that day. It also tell sellers to delay all shipments until the day after"  
[X Link](https://x.com/Arturo10185/status/1839889724888232214)  2024-09-28T04:47Z [---] followers, [---] engagements


"@Alex_Oloyede2 The Arab league has abandoned Hezbollah and Hamas. I'd not be surprised if they timely "leaked" the whereabouts of Hezbollah leaders to Israel. Why Because they have had enough. Arab nations want to move on to modernization to AI to post-oil era. No more time for old grudge"  
[X Link](https://x.com/Arturo10185/status/1839900930105586065)  2024-09-28T05:32Z [---] followers, [--] engagements


"@StockMKTNewz The good thing is China has announced massive economic stimulus. This means CCP is no longer fixated on unification. It has to focus on the economy for now. Less chance of war. Better prospects of peace means reduced risk premium on $TSM and higher stock price"  
[X Link](https://x.com/Arturo10185/status/1839941102801170761)  2024-09-28T08:11Z [---] followers, [---] engagements


"@Noahpinion In [----] Britain lobbied by horse carriage workers passed the Locomotive Act imposing speed limit of 2mph in the city (4 mph countryside) for all locomotives including the nascent automobiles thus discouraging investment in automotive technologies in UK. So Germany won"  
[X Link](https://x.com/Arturo10185/status/1840964265551020360)  2024-10-01T03:57Z [---] followers, [--] engagements


"@EndWokeness In [----] Britain lobbied by horse carriage workers passed Locomotive Act imposing speed limit of 2mph in the city (4 mph countryside) for all locomotives thus discouraging investment in automotive technologies. Then Germany won the new auto tech race. Now it will be China"  
[X Link](https://x.com/Arturo10185/status/1840992108309856624)  2024-10-01T05:48Z [---] followers, [--] engagements


"@thinking_panda You need to ask why are they doing this Why they didn't [--] [--] years ago At least not so pervasive. Why China is losing the goodwill from people and organizations all around the world Like divorced couple when there is no goodwill truth doesn't matter. And how to fix it"  
[X Link](https://x.com/Arturo10185/status/1841007867467612451)  2024-10-01T06:50Z [---] followers, [----] engagements


"@webdevMason In [----] UK passed Locomotive Act to restrict locomotive speed to [--] mph in city and [--] mph in countryside. It was lobbied by horse carriage companies. Guess what Investments for the nascent automobile technology went to Germany. Thats how Daimler and Maybach got started"  
[X Link](https://x.com/Arturo10185/status/1841295830017626113)  2024-10-02T01:55Z [---] followers, [--] engagements


"@PushTheSutton UK leased Hong Kong for I think [--] years. It was a business deal. There is no legal standing for referendum. Besides there had been no election for the 90+ years. UK dispatched governors to Hong Kong. It'd be hypocrisy to suddenly say that "you know what HK needs democracy""  
[X Link](https://x.com/Arturo10185/status/1842420088022220801)  2024-10-05T04:22Z [---] followers, [--] engagements


"@florianederer Italy should do a merger with another country maybe Greece to better utilize human resources. It can also advertise and import immigrants from Asian countries"  
[X Link](https://x.com/Arturo10185/status/1843852760577650816)  2024-10-09T03:15Z [---] followers, [--] engagements


"@alotfromlydia @bobjherman Total mkt cap of Eli Lilly and Novo Nordisk is less than Meta. They will reduce/eliminate obesity for billions of people around the world. And their patents will expire. Those who invest and work hard in these two companies ought to be rewarded more than some picture-sharing app"  
[X Link](https://x.com/Arturo10185/status/1844411536900751552)  2024-10-10T16:15Z [---] followers, [--] engagements


"@CharlesInstone For those ignorant people asking why capital gain tax should be lower than income tax it is because investments have risks and often lose money. Government wont reimburse you for your losses. Income of an employee has much lower risk"  
[X Link](https://x.com/Arturo10185/status/1844996747187146867)  2024-10-12T07:01Z [---] followers, [--] engagements


"@SamoBurja $ASML stock crashed today. Revenue is significantly curtailed because USA wont allow it sell its best product to China. If China comes up with a replacement during the embargo then ASML will suffer not USA"  
[X Link](https://x.com/Arturo10185/status/1846237791190929775)  2024-10-15T17:12Z [---] followers, [---] engagements


"@thinking_panda China fenced off Google PayPal Meta etc. in order to protect its own nascent social network industries. Without the fence Tencent Alibaba TikTok etc. wont have prospered. Now another fence is built around China this time ironically by USA. What is the likely outcome"  
[X Link](https://x.com/Arturo10185/status/1846531242436788346)  2024-10-16T12:38Z [---] followers, [---] engagements


"@pstAsiatech Time to short $AMAT $KLAC $LRCX They dont have any other customers to fill the demand crater since China is now sanctioned"  
[X Link](https://x.com/Arturo10185/status/1853618747992637814)  2024-11-05T02:02Z [---] followers, [---] engagements


"@sonofr No. Rather should make Farage prime minister"  
[X Link](https://x.com/Arturo10185/status/1854248876053840099)  2024-11-06T19:45Z [---] followers, [--] engagements


"@lithos_graphein Samsung did the same many years ago to poach engineers from Micron and Intel according to the book The Samsung Way. It sometimes offered salaries as high as double that of its founder and CEO at the time"  
[X Link](https://x.com/Arturo10185/status/1854617113736187962)  2024-11-07T20:09Z [---] followers, [---] engagements


"@iamnot_elon @BillAckman @KamalaHarris @realDonaldTrump Did the campaign pay the Obamas too"  
[X Link](https://x.com/Arturo10185/status/1855467884367200547)  2024-11-10T04:29Z [---] followers, [--] engagements


"@WesternLensman I think he is going to focus on domestic affairs: immigration deregulation and tax cuts. And doesnt want to be distracted by war hawks human rights alarmists or any other similar foreign affair state craft experts"  
[X Link](https://x.com/Arturo10185/status/1855855482671689946)  2024-11-11T06:10Z [---] followers, [--] engagements


"@zebulgar Problem is he and all independent eg Iowa polls failed to get reliable data. Majority of Trump supporters refused to take poll for the fear of retribution. Democrats created a cancel culture that ultimately cancelled itself by forcing dark maga into undetectable underground"  
[X Link](https://x.com/Arturo10185/status/1855880300032860391)  2024-11-11T07:48Z [---] followers, [--] engagements


"@elonmusk I always wondered why a CT scan using the same GE equipment costs about 1/30th in China than in America. I think the reason is regulation and associated liability. For 1/30th of the cost one can easily do two scans to reduce errors in readings instead of relying on regulations"  
[X Link](https://x.com/Arturo10185/status/1858242333625729428)  2024-11-17T20:14Z [---] followers, [--] engagements


"@lithos_graphein Thanks for the explanation. But if ASML tools are designed to be "easy" to work with why only TSMC has been able to break through the 3nm process Why Samsung and Intel has so far failed miserably And why GF and Japanese companies just gave up long ago"  
[X Link](https://x.com/Arturo10185/status/1858409973916823861)  2024-11-18T07:20Z [---] followers, [---] engagements


"@moshik_temkin The richest make money from customers in other countries. Apple Meta have more business outside of USA. As a historian you should know Sir Francis Drake didnt make his fortune by abusing British peasants on his farm (if he had one)"  
[X Link](https://x.com/Arturo10185/status/1862156946645872862)  2024-11-28T15:29Z [--] followers, [--] engagements


"@TheLucifer_Ra @Austen He probably is not even aware of the tax credit. He has a team of trusted accountants working for him. There is no way he prepares tax returns himself. The accountants maximize deductions hundreds of different deductions. That's their job. All Bezos does is to sign off the forms"  
[X Link](https://x.com/Arturo10185/status/1862235170285523005)  2024-11-28T20:40Z [--] followers, [--] engagements

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