#  @RYANHINGSHING Hing Shing Leung 梁興盛, CFA Hing Shing Leung 梁興盛, CFA posts on X about china, ai, morgan stanley, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1639790142658609152/interactions)  - [--] Week [-------] +57% - [--] Month [-------] +60% - [--] Months [---------] +5,182% ### Mentions: [--] [#](/creator/twitter::1639790142658609152/posts_active)  - [--] Week [--] +4.70% - [--] Month [---] +19% - [--] Months [---] +1,818% ### Followers: [-----] [#](/creator/twitter::1639790142658609152/followers)  - [--] Week [-----] +10% - [--] Month [-----] +24% - [--] Months [-----] +2,693% ### CreatorRank: [-------] [#](/creator/twitter::1639790142658609152/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [financial services](/list/financial-services) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [china](/topic/china), [ai](/topic/ai), [morgan stanley](/topic/morgan-stanley), [$nvda](/topic/$nvda) #408, [huawei](/topic/huawei), [stocks](/topic/stocks) #2099, [guess](/topic/guess), [$baba](/topic/$baba), [in the](/topic/in-the), [bytedance](/topic/bytedance) **Top accounts mentioned or mentioned by** [@zephyrz9](/creator/undefined) [@humphilomath](/creator/undefined) [@jukanlosreve](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@pandawatch88](/creator/undefined) [@rwang07](/creator/undefined) [@jukan05](/creator/undefined) [@hedgedworld](/creator/undefined) [@labubutrader](/creator/undefined) [@folduniverse](/creator/undefined) [@grok](/creator/undefined) [@shanghaojin](/creator/undefined) [@edwinvanderberg](/creator/undefined) [@dylan522p](/creator/undefined) [@hhuang](/creator/undefined) [@diyas1989](/creator/undefined) [@garyhadida](/creator/undefined) [@midpricedog](/creator/undefined) [@michaelxpettis](/creator/undefined) [@capitalatrisk23](/creator/undefined) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alibaba Group (BABA)](/topic/$baba) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Goldman Sachs (GS)](/topic/goldman-sachs) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Intel Corporation (INTC)](/topic/$intc) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Metadium (META)](/topic/$meta) [KLA Corp (KLAC)](/topic/$klac) ### Top Social Posts Top posts by engagements in the last [--] hours "@GMonroyEnergy @gbrew24 The conflict is not merely a dispute over weapons. The underlying cause of conflict is that Iran doesnt recognize the state of Israel and views it as an illegitimate entity. Their rhetoric calls for the elimination of Israel which goes far beyond a disarmament negotiation" [X Link](https://x.com/RYANHINGSHING/status/1936506826637349355) 2025-06-21T19:29Z [--] followers, [---] engagements "@GMonroyEnergy @gbrew24 Nuclear weapon is the cornerstone of both regimes long-term survival strategy. Both country doesnt want to give up nuclear weapons even the other side have given up the weapon" [X Link](https://x.com/RYANHINGSHING/status/1936507665162870928) 2025-06-21T19:33Z [--] followers, [--] engagements "@CNN Maybe trump is correct this time. IAEA Israel Iran and CIA have indicated the destructive of nuclear facilities are very likely" [X Link](https://x.com/RYANHINGSHING/status/1938241988035514642) 2025-06-26T14:24Z [--] followers, [--] engagements "@rwang07 lots of people talking about it today and stocks related to mSAP skyrocketed. It started as a leading chinese PCB manufacturer mentioned about it in a meeting and the chinese brokers spread the ideas in the chinese internet" [X Link](https://x.com/RYANHINGSHING/status/1949833334160527592) 2025-07-28T14:04Z [--] followers, [---] engagements "@michaelxpettis the statement from the today's Politburo Meeting didn't mention property. I doubt there will be strong support of property market. If so I don't think China could easily boost demand" [X Link](https://x.com/RYANHINGSHING/status/1950466119271420127) 2025-07-30T07:58Z [--] followers, [---] engagements "@NoMoreRentiers @michaelxpettis Therere many reasons 1) insufficient retirement benefit and the retirement fund running out of money 2) political movements that destroy jobs every year(tech crackdown extreme covid lockdown ). If you want to survive tmr in China you have to save" [X Link](https://x.com/RYANHINGSHING/status/1952812011915473337) 2025-08-05T19:20Z [--] followers, [---] engagements "@NoMoreRentiers @michaelxpettis Answer your question indirectly. China has an extremely high gini coefficient. Insufficient coverage and low level of unemployment benefit. Many foreigners(black especially)re being discriminated. No labour union. Though Therere many socialist policies thatre not sustainable" [X Link](https://x.com/RYANHINGSHING/status/1952890787299000449) 2025-08-06T00:33Z [--] followers, [--] engagements "@NoMoreRentiers @michaelxpettis All railways are extremely cheap loss-making business and debt will be paid in future. The monopoly problem in China is more much serious than the America so the gov crackdowns tech coms but people has lose jobs and monopoly is still there" [X Link](https://x.com/RYANHINGSHING/status/1952893412350542020) 2025-08-06T00:44Z [--] followers, [--] engagements "China housing market sentiment has deteriorated. Confidence in Tier [--] cities has weakened significantly. 50% of respondents expressed a bearish outlook in Tier [--] cities. This reflects CN govs stance on reducing support for the housing sector allocating resources towards tech" [X Link](https://x.com/anyuser/status/1953878493369880614) 2025-08-08T17:58Z [----] followers, [----] engagements "1) The re-inflation in China is probably temporary. Compared to the [----] supply-side reform which primarily targeted upstream industries dominated by state-owned enterprises this round of "anti-involution" extended to mid- and down-streams dominated by private enterprises. 4/4 Some analysts hope that the crackdown on "involution" will reduce deflation as regulators step in to restrain price competition but I am skeptical. Price competition isn't caused by malice or administrative mismeasures so much as by supply-demand imbalances and these aren't 4/4 Some analysts hope that the crackdown on" [X Link](https://x.com/RYANHINGSHING/status/1954109554209243232) 2025-08-09T09:16Z [--] followers, [---] engagements "2) Plus the CN government directed investment in infrastructure and housing in [----] to absorb oversupply but there isn't much it can do today to absorb oversupply. Consequently the anti-involution campaign becomes highly challenging" [X Link](https://x.com/RYANHINGSHING/status/1954110005382193235) 2025-08-09T09:18Z [--] followers, [---] engagements "China is doing lots of transshipment and tariff front-running for US imports. For the later part China's Semiconductor Manufacturing International Corporation(SMIC) has admitted Q2 revenue growth was due to channel stocking(tariff front-running). There's resistance to the idea that China is doing transshipments even though its tariff is higher than on others. I look at US imports by product. Computers have a transshipment component of 30%. Electrical equipment 100%. Lots of transshipment going on. https://t.co/xGxQR8vr9l https://t.co/w0pHPdNi5a There's resistance to the idea that China is" [X Link](https://x.com/RYANHINGSHING/status/1954143685093761409) 2025-08-09T11:32Z [--] followers, [---] engagements "Has Generative AI increased productivity No at least not yet. (1) AI has increased advertising revenue. (2) The effect of GenAI on job market remains low. Lets wait and see if the effect will be observable [--] years later. For all the hopes of an AI-driven productivity boom its just not showing up in reality. https://t.co/KBBJSeDj82 For all the hopes of an AI-driven productivity boom its just not showing up in reality. https://t.co/KBBJSeDj82" [X Link](https://x.com/RYANHINGSHING/status/1954233586837786833) 2025-08-09T17:29Z [---] followers, [---] engagements "1) My investigation and discussions with contacts in CN tech companies confirm the validity of these reasons. It's crucial to remember that Ascend being an ASIC and with CANN still immature inherently entails remarkably high development and deployment costs. @rwang07 @TaylorOgan @ruima These are the main reasons we list: https://t.co/6OXJSiQInh @TaylorOgan @ruima These are the main reasons we list: https://t.co/6OXJSiQInh" [X Link](https://x.com/RYANHINGSHING/status/1954947285042737557) 2025-08-11T16:45Z [---] followers, [----] engagements "1) Huawei unveiled UCM an Inference Memory Data Manager and inference acceleration suite centred on theKV Cache incorporating variouscache acceleration algorithmsand uses ahierarchical management systemto handle the KV Cache" [X Link](https://x.com/anyuser/status/1955198233958867417) 2025-08-12T09:22Z [----] followers, 13.7K engagements "2) Similar to phison()s Aidaptive+(no surprise) UCM could offloads data to SSD to reduce the use of HBM but UCM specifically offloads some KV Cache data to cheaper but much slower memory tiers such as dram and ssd. No concept is new and transformative" [X Link](https://x.com/RYANHINGSHING/status/1955198397113151853) 2025-08-12T09:23Z [---] followers, [---] engagements "Tencent's Marketing Services are growing fast primarily due to the high growth of the video account () which could be growing as fast as 70% due to its early monetization phase and AI-enhanced monetization effect. Just liked what has happened to douyin shorts and reels. There we go. 20%. AI. This company runs like a Swiss watch. https://t.co/F5pPTt38z3 There we go. 20%. AI. This company runs like a Swiss watch. https://t.co/F5pPTt38z3" [X Link](https://x.com/anyuser/status/1955568429848789010) 2025-08-13T09:53Z [----] followers, [----] engagements "video account's ad load is about 3-4% lower than douyin's 20% and the redbook's 15%. Accuracy of advertising delivery will also be increasing. there is large room for its to growth" [X Link](https://x.com/RYANHINGSHING/status/1955570956950544470) 2025-08-13T10:03Z [---] followers, [---] engagements "@rwang07 AI monetization is particularly strong in video account(). Just like what we see in shorts reels and douyin and tiktok" [X Link](https://x.com/RYANHINGSHING/status/1955615895948304837) 2025-08-13T13:02Z [---] followers, [---] engagements "1) you need to pick a suitable benchmark(S&P in particular if you're US equity investor) for at least [--] years to check whether there is outperformance and assess whether it is due to luck or skill. 2) you are unprofessional and need to go to college If you have compared any Hedge fund strategy that doesnt run with significant length to the S&P500 you need ______. Andif that you is actually in the investment business or were in the business you are ______. Too many people posting this type of chart making an apples https://t.co/P2xgdrljMs If you have compared any Hedge fund strategy that" [X Link](https://x.com/RYANHINGSHING/status/1955620312131006538) 2025-08-13T13:19Z [---] followers, [---] engagements "Tencent on AI chips: 1) We have sufficient chips for training our foundational models and for their ongoing upgrades. 2) we are also performing inference in various ways and experimenting with different types of chips for inference. Not different from the commentary in Q1" [X Link](https://x.com/anyuser/status/1955637809659969850) 2025-08-13T14:29Z [----] followers, [----] engagements "In Q1 1) Tencent has ample GPU inventory Tencent's training for future generations of models will be fully sufficient. 2)these chips will first be deployed in advertising placement and content recommendation. 3) Diversification of chip sources(China /importable/ASICs/FPGAs)" [X Link](https://x.com/RYANHINGSHING/status/1955639848322416657) 2025-08-13T14:37Z [---] followers, [---] engagements "Btw the external demand for tencents cloud is weak(estimated growth at mid-teen) versus Baidu and Ali(expected to grow at 20%+)" [X Link](https://x.com/RYANHINGSHING/status/1955641108790403541) 2025-08-13T14:42Z [---] followers, [---] engagements "Beijings effort to boost China consumption has just failed. And the front-loading of demand through trade-in schemes() has depleted demand in 2025H2. Not good for China" [X Link](https://x.com/RYANHINGSHING/status/1955699392540729555) 2025-08-13T18:34Z [---] followers, [---] engagements "Deepseeks launch of new AI model delayed by Huawei Chips. Lol Industry insiders have said the Chinese chips suffer from stability issues slower inter-chip connectivity and inferior software compared with Nvidias products" [X Link](https://x.com/RYANHINGSHING/status/1955855954894872608) 2025-08-14T04:56Z [---] followers, [---] engagements "@Jukanlosreve Yes" [X Link](https://x.com/RYANHINGSHING/status/1955856068073918489) 2025-08-14T04:56Z [---] followers, [---] engagements "@zephyr_z9 So you dont think ascend is the main issue🤔" [X Link](https://x.com/RYANHINGSHING/status/1955868261725110551) 2025-08-14T05:45Z [----] followers, [---] engagements "The PPI inflation surprise was driven by final trade services. My interpretation is that wholesalers and retailers worry that inventory will be in shortage because of tariffs (or any other supply disruption) they require a larger margin when selling a good" [X Link](https://x.com/RYANHINGSHING/status/1956023218596163606) 2025-08-14T16:00Z [---] followers, [---] engagements "@EdwinVANDERBERG I dont know exactly what stonks bru is but I do buy some US stocks🤔 The big names like Nvidia AMD MSFTGOOG" [X Link](https://x.com/RYANHINGSHING/status/1956026687574942045) 2025-08-14T16:14Z [---] followers, [--] engagements "@rwang07 "decline in revenue in the fourth quarter driven by both digestion of capacity inChina" in line with Tokyo electrons' comment on china's canceled logic chip tool orders🤣" [X Link](https://x.com/RYANHINGSHING/status/1956717256357855317) 2025-08-16T13:58Z [---] followers, [---] engagements "@SKundojjala @rwang07 The unsustainability of AMAT's large Q2 China revenue could explain its stock decline. Increases in other companies are not as large as AMAT🤔" [X Link](https://x.com/RYANHINGSHING/status/1957068836559339627) 2025-08-17T13:15Z [---] followers, [---] engagements "Just want to have a comparison OpenAI: 12B revenue 40x P/S growth rate 200% Microsoft: 14x P/S g 15% Palantir: 140x P/S g 40% Given its growth rate and the potential for its profitability the $500B could be reasonable for risk-takers🤔 $500 Billion without ever turning a profit. 🤯 https://t.co/MmUWXrwum9 $500 Billion without ever turning a profit. 🤯 https://t.co/MmUWXrwum9" [X Link](https://x.com/RYANHINGSHING/status/1957100253343031647) 2025-08-17T15:20Z [---] followers, [---] engagements "Ren Zhengfei said we use 1) maths to compensate for physics 2) non-Moore to compensate for Moore 3) cluster computing to compensate for single-chip performance Now we see 1) Optical Proximity Correction 2) advanced packaging+chiplets 3)vertically integrated full-stack ecosystem Huaweis datacenter and chip strategy is centered on achieving AI hardware self-sufficiency through a vertically integrated full-stack ecosystem. -It involves in-house development of processors (Ascend NPUs and Kunpeng CPUs) a proprietary interconnect protocol (Unified Bus) Huaweis datacenter and chip strategy is" [X Link](https://x.com/anyuser/status/1957104384631832707) 2025-08-17T15:37Z [----] followers, [----] engagements "@EdwinVANDERBERG you're right should be asked. But the small stated-owned clouds could possibly source 50% chips from domestic supplers(the largest clouds(Ali Tencent Baidu) are not targeted)" [X Link](https://x.com/RYANHINGSHING/status/1957360629779779600) 2025-08-18T08:35Z [---] followers, [---] engagements "@zephyr_z9 @EdwinVANDERBERG estimates from Morgan Stanley🤔" [X Link](https://x.com/RYANHINGSHING/status/1957380821997752664) 2025-08-18T09:55Z [---] followers, [---] engagements "@hedgedworld Its based on the speculative narrative of $1.4 trillion total addressable market for AI-driven operational platforms Palantir could ultimately serve. No comment on its justification🤔" [X Link](https://x.com/RYANHINGSHING/status/1957664740718546978) 2025-08-19T04:43Z [---] followers, [----] engagements "OpenAI Sam Altman doubts U.S. semiconductor export controls are effectively hindering China's AI development as policies aren't keeping pace with technical realities. He thinks limiting GPU access to China won't work as China will find workarounds or build its own fabs" [X Link](https://x.com/RYANHINGSHING/status/1957712936060801140) 2025-08-19T07:55Z [---] followers, [----] engagements "https://www.cnbc.com/2025/08/18/openai-altman-china-ai.html https://www.cnbc.com/2025/08/18/openai-altman-china-ai.html" [X Link](https://x.com/RYANHINGSHING/status/1957713024711594464) 2025-08-19T07:55Z [---] followers, [--] engagements "Xiaomi's revenue from IoT and lifestyle products increased by 44.7% primarily due to the increased revenue from large home appliances wearables and other lifestyle products. Apart from the strong stimulus of trade-in policy Xiaomi's expanding ecosystem is driving the growth" [X Link](https://x.com/anyuser/status/1957747981966286922) 2025-08-19T10:14Z [----] followers, [----] engagements "@zephyr_z9 @rwang07 Tencent has a history of downplaying its achievements to avoid being targeted by governments whether it is the Chinese government or the U.S. government🤣" [X Link](https://x.com/RYANHINGSHING/status/1957763953653604704) 2025-08-19T11:17Z [---] followers, [---] engagements "@zephyr_z9 On device inference is not valuable for the time being" [X Link](https://x.com/RYANHINGSHING/status/1957831978092286368) 2025-08-19T15:48Z [---] followers, [---] engagements "@zephyr_z9 @Jukanlosreve Have just heard the news that ByteDance and VeriSilicon have no AI chip-related cooperation" [X Link](https://x.com/RYANHINGSHING/status/1958069671757861309) 2025-08-20T07:32Z [---] followers, [---] engagements "@hedgedworld even google uses nvidia's GPU to train its frontier models🤣" [X Link](https://x.com/RYANHINGSHING/status/1958140843010728018) 2025-08-20T12:15Z [---] followers, [--] engagements "@hedgedworld I misremembered. Jensen Huang only said that Google's Gemini models are deployed on Nvidia's GPUs simultaneously. I thought he said the frontier models are trained on GPUs" [X Link](https://x.com/RYANHINGSHING/status/1958148930509636041) 2025-08-20T12:47Z [---] followers, [--] engagements "@pandawatch88 @zoomyzoomm Baidu cloud up 27%. The 8% difference is explained by acquisition of YY live" [X Link](https://x.com/RYANHINGSHING/status/1958468368257663445) 2025-08-21T09:57Z [---] followers, [---] engagements "@zoomyzoomm Or secondary market participants are too shortsighted. they cant withstand the decline of profitability in short-term🤔" [X Link](https://x.com/RYANHINGSHING/status/1958502703450968203) 2025-08-21T12:13Z [---] followers, [---] engagements "@zephyr_z9 Ali prefers Hygon Tencent placed orders testing other domestic chips as well. Could be using a more diversified approach Dont know what other hyperscales have done🤔" [X Link](https://x.com/RYANHINGSHING/status/1958952352075194379) 2025-08-22T18:00Z [---] followers, [---] engagements "Taiwan accounts for only 10% of AMEC's revenue with mainland fabs as the primary driver so I don't expect a major blow to AMEC🤔 I see this as a major US-China semiconductor decoupling effort🤔 Interesting. Nikkei reported that in order to receive U.S. subsidies TSMC decided not to use Chinese equipment at its Taiwan fabs rather than removing Chinese equipment from its U.S. fabs. This will be a major blow to AMEC. https://t.co/OO9hpqRD4E Interesting. Nikkei reported that in order to receive U.S. subsidies TSMC decided not to use Chinese equipment at its Taiwan fabs rather than removing" [X Link](https://x.com/RYANHINGSHING/status/1959885187333947851) 2025-08-25T07:46Z [---] followers, [----] engagements "Goldman Sachs is highly bullish on VeriSilicon driven by its rapid ASIC growth and IP orders. Seems like there will be major orders from $BABA and ByteDance 🤔" [X Link](https://x.com/RYANHINGSHING/status/1959896512818806981) 2025-08-25T08:31Z [---] followers, [---] engagements "Goldman Sachs now values Cambricon by assigning 65x EV/EBITDA to its projected [----] EBITDA and its target price is at Rmb1835. While Cambricon is a good company this valuation and its methodology seems very extreme" [X Link](https://x.com/anyuser/status/1959911343948980573) 2025-08-25T09:30Z [----] followers, 13K engagements "$PDD 2Q25 result Revenue up 7% Transaction commissions+0.7% Marketing services+13.4%: disappointing OP -20% but exceeds expectation due to much lower than expected S&M and G&A expenses. what🤔" [X Link](https://x.com/RYANHINGSHING/status/1959935220477538588) 2025-08-25T11:05Z [---] followers, [----] engagements "South Korean President Lee Jae Myung has ended the "position of security with the US and economy with China" policy. President Lee advocated balanced approach to China(sometime perceived as Pro-China) but such a balanced stance's untenable under current geopolitical situation" [X Link](https://x.com/RYANHINGSHING/status/1960329618847609177) 2025-08-26T13:12Z [---] followers, [---] engagements "@pandawatch88 Already excited by the non-performance of meituan" [X Link](https://x.com/RYANHINGSHING/status/1960709805271613522) 2025-08-27T14:23Z [---] followers, [---] engagements "Semianalysis(@SemiAnalysis_ @dylan522p) has been warning the US gov that SMIC and Huawei exploits export control loopholes and the US gov just didnt listen. Now SMIC and Huawei are made great again 💪" [X Link](https://x.com/RYANHINGSHING/status/1960771537105248639) 2025-08-27T18:28Z [---] followers, [---] engagements "@rwang07 And a video showing Huawei making its own 7nm chips👇 Wow Huaweis manufacturing 7nm chips in its own Shanghai and Shenzhen fabs and still continues to acquire US advanced semiconductor equipment Kudos to the @JoeBiden admin and lobbying by $AMAT $LRCX and $KLAC for supporting China's semi industry.🤣 Wow Huaweis manufacturing 7nm chips in its own Shanghai and Shenzhen fabs and still continues to acquire US advanced semiconductor equipment Kudos to the @JoeBiden admin and lobbying by $AMAT $LRCX and $KLAC for supporting China's semi industry.🤣" [X Link](https://x.com/RYANHINGSHING/status/1960778187056562314) 2025-08-27T18:55Z [---] followers, [---] engagements "Morgan Stanley forecast top [--] Chinese companies capex to grow 62% to RMB 373bn. What happens to the growth rate after 2025" [X Link](https://x.com/RYANHINGSHING/status/1961094883537805356) 2025-08-28T15:53Z [---] followers, [---] engagements "@Jukanlosreve Does Morgan Stanley provide quarterly forecast" [X Link](https://x.com/RYANHINGSHING/status/1961318218078794086) 2025-08-29T06:41Z [---] followers, [---] engagements "CXMT will expand specialty DRAM next year. JP Morgan Research projected that CXMT will not expand its DRAM capacity next year. Thats a reasonable projection. CXMT shouldnt just blindly expand capacity it needs to improve yield. Theres no point in expanding capacity any further; whats needed now is sophistication. https://t.co/kYLwbHNADM JP Morgan Research projected that CXMT will not expand its DRAM capacity next year. Thats a reasonable projection. CXMT shouldnt just blindly expand capacity it needs to improve yield. Theres no point in expanding capacity any further; whats needed now is" [X Link](https://x.com/RYANHINGSHING/status/1961343603323629627) 2025-08-29T08:22Z [---] followers, [---] engagements "@Jukanlosreve @zephyr_z9 can look at Morgan Stanley's projection as well. They have projected CXMT YMTC's capacity for 2026" [X Link](https://x.com/RYANHINGSHING/status/1961344857986707571) 2025-08-29T08:27Z [---] followers, [---] engagements "$BABA Alibaba on AI chip: -committed to invest RMB380 billion over [--] years in AI -According to the changes in global AI chip supply and policy Ali developed backup plans with different partners jointly developing different forms of supply chain reserves" [X Link](https://x.com/RYANHINGSHING/status/1961446240245129651) 2025-08-29T15:10Z [---] followers, [----] engagements "@danielnewmanUV $BABA s chip is just a backup plan. The word backup has revealed what Alibabas most preferred chip is(thats why its a backup) Btw its the 2nd generation. $NVDA $BABA Alibaba on AI chip: -committed to invest RMB380 billion over [--] years in AI -According to the changes in global AI chip supply and policy Ali developed backup plans with different partners jointly developing different forms of supply chain reserves. https://t.co/txb9KDQ3v7 $BABA Alibaba on AI chip: -committed to invest RMB380 billion over [--] years in AI -According to the changes in global AI chip supply and policy" [X Link](https://x.com/RYANHINGSHING/status/1961808980138766708) 2025-08-30T15:11Z [---] followers, [---] engagements "OpenBench: A useful tool for evaluating LLMs in cyber threat potential You can now assess whether an open-source LLM is free from cyber threats quantitatively so that you can run the model safely on the American tech stack Its open-source. Try to use it💪 We've added CTI-Bench an eval for evaluating LLMs in cyber threat intelligence to OpenBench. Inspired and motivated by Secretary @howardlutnick's vision for safe open source AI. https://t.co/E72K3N15Qa We've added CTI-Bench an eval for evaluating LLMs in cyber threat intelligence to OpenBench. Inspired and motivated by Secretary" [X Link](https://x.com/RYANHINGSHING/status/1961876908070621666) 2025-08-30T19:41Z [---] followers, [----] engagements "A good article describing Huawei's AI datacenter network architecture: UB MESH a proprietary high-performance interconnect fabric designed to optimize LLM computation. 👇 HUAWEI'S HELLCAT: UB MESH The Unified Bus (UB) is Huawei's proprietary interconnect fabric designed to replace the heterogeneous mix of PCIe NVLink and InfiniBand/RoCE found in traditional systems. It is an ultra-high-bandwidth low-latency network that connects all NPUs and https://t.co/z5xNoIjRFr HUAWEI'S HELLCAT: UB MESH The Unified Bus (UB) is Huawei's proprietary interconnect fabric designed to replace the heterogeneous" [X Link](https://x.com/RYANHINGSHING/status/1961881207479644275) 2025-08-30T19:58Z [---] followers, [---] engagements "@presstab_dev @GroqInc Can I ask what is this app🤔 Seems very tidy and useful🤔" [X Link](https://x.com/RYANHINGSHING/status/1961887443369537910) 2025-08-30T20:23Z [---] followers, [--] engagements "@GroqInc Using Gemini deepresearch heavily🤔" [X Link](https://x.com/RYANHINGSHING/status/1961887854524616716) 2025-08-30T20:24Z [---] followers, [--] engagements "@Jukanlosreve @zephyr_z9 meituan will integrate its LLM into its existing products. In addition Its heard that meituans creating an AI assistant that cover all its services" [X Link](https://x.com/RYANHINGSHING/status/1961992993038098922) 2025-08-31T03:22Z [---] followers, [---] engagements "MAGA(Make Australia Great Again) The natives across the west have had enough of forced population replacement as anti immigration protests hit Australia https://t.co/zZobuK1neJ The natives across the west have had enough of forced population replacement as anti immigration protests hit Australia https://t.co/zZobuK1neJ" [X Link](https://x.com/RYANHINGSHING/status/1962057477819617354) 2025-08-31T07:38Z [---] followers, [---] engagements "Modi's China visit normalizes Indo-China relation amidst US trade tensions. Yet both countries remain strategic competitors(or enemy) while India see US as a strategic partner. China views the visit as an opportunity to slowdown the strengthening of India-US strategic relation @EurasiaGroup @EurasiaGroup" [X Link](https://x.com/RYANHINGSHING/status/1962077972711489955) 2025-08-31T09:00Z [---] followers, [---] engagements "China's semiconductor equipment is currently mainly used in low-end mature-node chip production and is expected to transition to high-end mature-node chip production in the coming years NAURA AMEC PNC Piotech AMC . Local companies are steadily making progress in Chinas semiconductor equipment market. https://t.co/JeO51WmNOE Local companies are steadily making progress in Chinas semiconductor equipment market. https://t.co/JeO51WmNOE" [X Link](https://x.com/anyuser/status/1962137355969552817) 2025-08-31T12:56Z [----] followers, [----] engagements "@racetrack275 I guess applied materials and lam research will be affected in short-term but they could be outperforming ASML in long term as deposition and etching will be growing exponential in the era of 3D-structure(3D nand gaafet)🤔" [X Link](https://x.com/RYANHINGSHING/status/1962143378654515526) 2025-08-31T13:20Z [---] followers, [---] engagements "@ianbremmer Because of India Modi joining Shanghai cooperation organisation China and India are still strategic competitors and they will never be allies" [X Link](https://x.com/RYANHINGSHING/status/1962156284540588034) 2025-08-31T14:11Z [---] followers, [---] engagements "@zephyr_z9 Let's ask around. btw Morgan Stanley sometimes give not verified comments" [X Link](https://x.com/RYANHINGSHING/status/1962437234444886031) 2025-09-01T08:47Z [---] followers, [---] engagements "@JimmyButlerCap There isnt social credit system in Hong Kong yet. lol" [X Link](https://x.com/RYANHINGSHING/status/1962761938783609293) 2025-09-02T06:18Z [---] followers, [--] engagements "@michaelxpettis Meituan will integrate its LLM into its existing products. In addition Its heard that Meituans creating an AI assistant that covers all its services" [X Link](https://x.com/RYANHINGSHING/status/1962781761232150934) 2025-09-02T07:36Z [---] followers, [---] engagements "Unitree Robotics' focus is likely on an A-share listing in mainland China "" (IPO Coaching/Pre-listing Guidance) is an A-share Specific Requirement" [X Link](https://x.com/anyuser/status/1962814444221940203) 2025-09-02T09:46Z [----] followers, [----] engagements "And US hyperscalers' revenue growth rate is higher.🤔 wow 210bn vs 447bn. US hyperscalers are investing more than 2x the capex of China hyperscalers. ah no wait those numbers are different currencies. if i only i knew the usd/rmb fx to give you apples to apples. maybe next time. (btw yes we are missing huawei and bytedance here https://t.co/uJ7gY5zPBS wow 210bn vs 447bn. US hyperscalers are investing more than 2x the capex of China hyperscalers. ah no wait those numbers are different currencies. if i only i knew the usd/rmb fx to give you apples to apples. maybe next time. (btw yes we are" [X Link](https://x.com/RYANHINGSHING/status/1962855776097100078) 2025-09-02T12:30Z [---] followers, [---] engagements "One thing to add: The US government ensured TSMC Fab 16b's construction equipment installation and tuning were complete before terminating VEU authorizations. 1) The Trump administration has informed $TSM to revoke its VEU waiver for its Nanjing fab (12 & 16nm) in China Bloomberg $TSM: TSMC has received notification from the U.S. Government that our VEU authorization for TSMC Nanjing will be revoked effective December [--] [----]. https://t.co/fmbznqWx1d 1) The Trump administration has informed $TSM to revoke its VEU waiver for its Nanjing fab (12 & 16nm) in China Bloomberg $TSM: TSMC has" [X Link](https://x.com/RYANHINGSHING/status/1962931864160833889) 2025-09-02T17:33Z [---] followers, [----] engagements "It's commendable that leaders Xi and Putin are exploring human longevity to [---] with organ transplants as key China's 'extensive experience' and 'highly efficient operations' in this field certainly offer a 'solid foundation' for such an ambitious goal. Chinese President Xi Jinping commented on the possibility of people living to [---] during a hot-mic moment with his Russian and North Korean counterparts https://t.co/ZHHGwpUlsy Chinese President Xi Jinping commented on the possibility of people living to [---] during a hot-mic moment with his Russian and North Korean counterparts" [X Link](https://x.com/RYANHINGSHING/status/1963197698623836452) 2025-09-03T11:09Z [---] followers, [---] engagements "@Jukanlosreve I also copy Morgan Stanley's AVGO model for my own use lol" [X Link](https://x.com/RYANHINGSHING/status/1963212153118134513) 2025-09-03T12:07Z [---] followers, [---] engagements "TSMC's initial CoWoS advanced packaging in [----] costing [--] cents/mm was too expensive. A Qualcomm executive's [--] cent/mm cost target prompted Chiang Shang-yi's team to develop InFO which met this goal emphasizing the need to balance innovation with customer cost expectations. Wow what a banger back story behind CoWoS @rwang07 https://t.co/zu6Ppf2XlG Wow what a banger back story behind CoWoS @rwang07 https://t.co/zu6Ppf2XlG" [X Link](https://x.com/RYANHINGSHING/status/1963280128475296075) 2025-09-03T16:37Z [---] followers, [---] engagements "Morgan Stanley summarises the specs of Chinas AI chips🤔" [X Link](https://x.com/anyuser/status/1963285979814645934) 2025-09-03T17:00Z [----] followers, [----] engagements "Morgan Stanley mentioned some hypes: [--] demand for Cambricons GPU might not be as robust [--] medium- and small-scale AI developers still prefer H20 over domestic GPUs [--] possibility of launching Blackwell generation RTX Pro 6000D system does not require additional licensing🤔" [X Link](https://x.com/RYANHINGSHING/status/1963292371925508312) 2025-09-03T17:25Z [---] followers, [---] engagements "The no. of deposition and etching steps per wafer is increasing non-linearly with the number of layers in 3D structures(3D NAND GAAFET) $LRCX $AMAT 👇 $LRCX CFO highlighted that the transition to gate-all-around (GAA) and backside power will be major incremental drivers for Lams etch and deposition business noting that for every 100K wafer starts of capacity built on GAA the companys addressable market expands by about $1 https://t.co/uml2m1lQde $LRCX CFO highlighted that the transition to gate-all-around (GAA) and backside power will be major incremental drivers for Lams etch and deposition" [X Link](https://x.com/RYANHINGSHING/status/1963377560303153450) 2025-09-03T23:04Z [---] followers, [---] engagements "Morgan Stanley significantly downgraded its projection for China's GPU self-sufficiency by [----] from an earlier estimate of 82% down to 39%. Im wondering whether I should be concerned about NAND companies in the long run. Compared to DRAM NAND has lower technological barriers. Below is data from Morgan Stanley. While Morgan Stanley estimates that Chinas semiconductor self-sufficiency will only reach 26% by [----] https://t.co/xqmmlvH560 Im wondering whether I should be concerned about NAND companies in the long run. Compared to DRAM NAND has lower technological barriers. Below is data from" [X Link](https://x.com/anyuser/status/1963493145997447324) 2025-09-04T06:43Z [----] followers, [----] engagements "The estimate of 82% was reported in their "ChinaAI: The Sleeping Giant Awakens" report in May 2025" [X Link](https://x.com/RYANHINGSHING/status/1963493720092790967) 2025-09-04T06:45Z [---] followers, [---] engagements "@zephyr_z9 Alright. The sudden downgrade demonstrates how unreliable Morgan Stanleys projection is🤣" [X Link](https://x.com/RYANHINGSHING/status/1963494376031580400) 2025-09-04T06:48Z [---] followers, [---] engagements "@zephyr_z9 Btw Morgan Stanley revealed that [---] will be released in [----] Q2(if I remember it correctly)" [X Link](https://x.com/RYANHINGSHING/status/1963494951678812556) 2025-09-04T06:50Z [---] followers, [----] engagements "@rwang07 Therere many rumors () circulating on the Chinese internet(WeChat) claiming that Chinese chips have conquered compatibility issues. Consequently retail investors () are deceived into believing that 1/3 of ByteDance's RMB 140B will be spent on domestic AI chips" [X Link](https://x.com/RYANHINGSHING/status/1963514210588966959) 2025-09-04T08:07Z [---] followers, [---] engagements "@zephyr_z9 @rwang07 Are you sure about 1/3 of RMB 140B(domestic+international capex) instead of 1/3 of domestic capex budget🤔 The is a huge difference" [X Link](https://x.com/RYANHINGSHING/status/1963518828043755642) 2025-09-04T08:25Z [---] followers, [---] engagements "$MSFT was committed at the White House AI Education Task Force to support the Presidential AI Challenge. AI is the defining technology of our time and how we empower people to use it will shape our nation's future. Thank you to @realDonaldTrump and @FLOTUS for making this a national priority. At Microsoft we're committed to doing our part with new initiatives to empower https://t.co/2MBnge2CHx AI is the defining technology of our time and how we empower people to use it will shape our nation's future. Thank you to @realDonaldTrump and @FLOTUS for making this a national priority. At Microsoft" [X Link](https://x.com/RYANHINGSHING/status/1963671144873291792) 2025-09-04T18:30Z [---] followers, [---] engagements "SiCarrier will showcase its EUV light source system including its parameter in the Chinas 13th Semiconductor Equipment Components and Materials Exhibition Unluckily too busy to attend the exhibition🫠🫠" [X Link](https://x.com/RYANHINGSHING/status/1963831596445745253) 2025-09-05T05:08Z [---] followers, 24K engagements "@Jukanlosreve I was invited by some exhibitors telling me that there will be EUV light source system. Even its true I doubt how stable the light source is.🤔 A cap screen from a WeChat source" [X Link](https://x.com/anyuser/status/1963835243908960626) 2025-09-05T05:23Z [----] followers, [----] engagements "lol $SBUX China business is valued at 10x EV/EBITDA. I frequently visit Shenzhen Starbucks but no one sits at the tables. In contrast Hong Kong Starbucks are packed. I guess weak Chinas consumption power is one of the reasons🤔 Bidders for $SBUX China business are offering up to $5bn for it or 10x EBITDA in-line with Luckin Coffees 10x valuation. Meanwhile Starbucks itself is trading at 20x EBITDA LOL why Research valued that China business at $40bn+ at some point. 🤡-show ☕ https://t.co/3CsQqx3p2f Bidders for $SBUX China business are offering up to $5bn for it or 10x EBITDA in-line with" [X Link](https://x.com/RYANHINGSHING/status/1963886647449121177) 2025-09-05T08:47Z [---] followers, [---] engagements "Venezuela's Maduro is truly a strategic genius practically fast-tracking his own secure and permanent retirement plan😂 Two Venezuelan F-16 Fighting Falcon fighter jets buzzed the USS Jason Dunham an Arleigh Burke-class guided missile destroyer stationed in the Caribbean. https://t.co/a7zxIs7nG7 Two Venezuelan F-16 Fighting Falcon fighter jets buzzed the USS Jason Dunham an Arleigh Burke-class guided missile destroyer stationed in the Caribbean. https://t.co/a7zxIs7nG7" [X Link](https://x.com/RYANHINGSHING/status/1963907206258057329) 2025-09-05T10:09Z [---] followers, [---] engagements "Official government websites nationwide collectively published the statement 'the current valuation of the Chinese stock market is reasonable' after market close today It's always comforting when the government clarifies what investors should be thinking not the market itself🤔 https://t.co/2u7SdTZEYs https://t.co/2u7SdTZEYs" [X Link](https://x.com/RYANHINGSHING/status/1963922329945129289) 2025-09-05T11:09Z [----] followers, [----] engagements "Gap between Mag [--] and S&P [---] earnings growth is closing🤔 GS: Gap between Mag [--] and S&P [---] earnings growth https://t.co/yLylYDEz60 GS: Gap between Mag [--] and S&P [---] earnings growth https://t.co/yLylYDEz60" [X Link](https://x.com/RYANHINGSHING/status/1963927644056977612) 2025-09-05T11:30Z [---] followers, [---] engagements "@zoomyzoomm $SNPS designs chips using generative AI🤔" [X Link](https://x.com/RYANHINGSHING/status/1963936370461901085) 2025-09-05T12:04Z [---] followers, [--] engagements "The Pentagon is deploying [--] F-35 fighter jets to a base in Puerto Rico as part of operations against Venezuelas drug cartels. F-35 is needed to get around the drug cartels interceptors and S-300s😎 Need to get around the drug cartels next gen interceptors and S-300s. Need to get around the drug cartels next gen interceptors and S-300s" [X Link](https://x.com/RYANHINGSHING/status/1963979835769770442) 2025-09-05T14:57Z [---] followers, [---] engagements "A full list of leaders from the largest US tech companies who had dinner at the White House last night We shall express our profound appreciation for their support in strengthening American technology and AI tech stack 👇 CEOs and leaders from the largest tech companies in the United States had dinner at the White House last night and talked about how much they're investing in the US Here's some of the people who were there https://t.co/mqFhM4bVNK - Meta CEO Mark Zuckerberg - Meta Chief AI CEOs and leaders from the largest tech companies in the United States had dinner at the White House last" [X Link](https://x.com/RYANHINGSHING/status/1964039373235601796) 2025-09-05T18:54Z [---] followers, [---] engagements "Morgan Stanley significantly cut Chinas local GPU revenue in 2025/26/27 by more than 50% due to challenging issues in SMICs advanced node capacity expansion. Previous numbers are 146107/212023/286567 vs current estimates 58457/94087/136082 Morgan Stanley: This year SMIC will start at [----] 12-inch wafers per month increasing to [-----] next year and [-----] in [----] for AI semiconductors. Morgan Stanley: The wafer yield of the 910B that SMIC is currently producing is around 30%. https://t.co/jUIgrPmsDM Morgan Stanley: This year SMIC will start at [----] 12-inch wafers per month increasing to 13000" [X Link](https://x.com/anyuser/status/1964213599817122238) 2025-09-06T06:26Z [----] followers, [----] engagements "@zephyr_z9 lol Baidu is not included😎" [X Link](https://x.com/RYANHINGSHING/status/1964352721508573650) 2025-09-06T15:39Z [---] followers, [---] engagements "@sundeep @realDonaldTrump America will surely win Btw did President Trump ask you how much Grok will invest in coming years Lol" [X Link](https://x.com/RYANHINGSHING/status/1964414526868410369) 2025-09-06T19:44Z [---] followers, [---] engagements "Without Korean or American HBM China cant build AI accelerators even if they can produce enough 910C dies. Thank you Samsung👍 SemiAnalysis just wrote an incredible piece. Thats right Without Korean or American HBM China cant build AI accelerators even if they can produce enough 910C dies. https://t.co/pNiIauhLPC SemiAnalysis just wrote an incredible piece. Thats right Without Korean or American HBM China cant build AI accelerators even if they can produce enough 910C dies. https://t.co/pNiIauhLPC" [X Link](https://x.com/anyuser/status/1964999233830097394) 2025-09-08T10:28Z [----] followers, [----] engagements "Both MS and SemiAnalysis expect a rapid ramp-up of SMIC capacity with SemiAnalysis's [----] production volume forecast at 1.4x MS's. Morgan Stanley said last monday that SMIC's impacted by a shortage of testing equipment for the next 6-12 month. This could explain the difference. @rwang07 This is quite different estimation of SMIC capacity between MS and SemiAnalysis. What do you think about @rwang07 This is quite different estimation of SMIC capacity between MS and SemiAnalysis. What do you think about" [X Link](https://x.com/anyuser/status/1965015127922790432) 2025-09-08T11:31Z [----] followers, [----] engagements "This was what Morgan Stanley said on last Mondays meeting a regular weekly Marco meeting discussing Chinas Marco. Morgan Stanley: SMIC is impacted by a shortage of testing equipment leading to low yield rates. Short-term advanced node capacity expansion will be challenging and the supply of domestically produced chips is expected to remain insufficient for the next 6-12month Morgan Stanley: SMIC is impacted by a shortage of testing equipment leading to low yield rates. Short-term advanced node capacity expansion will be challenging and the supply of domestically produced chips is expected to" [X Link](https://x.com/RYANHINGSHING/status/1965015806540128738) 2025-09-08T11:34Z [---] followers, [---] engagements "Morgan Stanley latest comment on SMICs 7nm capacity: SMICs AI chip capacity ramp-up faces bottlenecks from US-made equipment shortages leading to decreased yield and increased costs. from the MSs China AI chip and capexmeeting" [X Link](https://x.com/RYANHINGSHING/status/1965227923889422766) 2025-09-09T01:37Z [---] followers, [---] engagements "Morgan Stanley: Alibaba: [----] CapEx [--] billion CapEx heavy NVIDIA GPU + Chip procurement is diversified Tencent: [----] CapEx [---] billion focused on WeChat AI integration not To B. Baidu: CapEx may decrease prioritizing internal R&D over external procurement" [X Link](https://x.com/anyuser/status/1965233097492123685) 2025-09-09T01:57Z [----] followers, [----] engagements "@mattsheehan88 Gov always has the authority to define the meaning of the adoption rate afterward especially when the term is vague just as they have done when declaring complete victory" in the fight against poverty 😎😎😎" [X Link](https://x.com/RYANHINGSHING/status/1965264645780111789) 2025-09-09T04:02Z [---] followers, [--] engagements "@Jukanlosreve Finally $MU is lagging behind" [X Link](https://x.com/RYANHINGSHING/status/1965565608185266529) 2025-09-09T23:58Z [---] followers, [---] engagements "A dozen Russian drones brazenly probe a NATO border a clear test and the alliance merely observes. Time to rename it NACO (NATO Always Chicken Out) 😎😎😎😎 This is more than a careless navigation error from the Russians. At least a dozen drones appear to have crossed into Poland. It would be better described as probing - in case NATO establishes bases in eastern Poland to support a future presence in Ukraine. This is more than a careless navigation error from the Russians. At least a dozen drones appear to have crossed into Poland. It would be better described as probing - in case NATO" [X Link](https://x.com/RYANHINGSHING/status/1965681840905437352) 2025-09-10T07:40Z [---] followers, [---] engagements "Hanmis new 2.5D big-die TC/FC bonder unveiled in SEMICON Taiwan😎 Hanmi Semiconductor has officially entered the 2.5D packaging market by unveiling a new 2.5D big-die TC/FC bonder for AI semiconductors at SEMICON Taiwan. Unveiling new equipment supporting large-scale 120mm x 120mm interposer packaging and the TC Bonder [--] for HBM4 production Hanmi Semiconductor has officially entered the 2.5D packaging market by unveiling a new 2.5D big-die TC/FC bonder for AI semiconductors at SEMICON Taiwan. Unveiling new equipment supporting large-scale 120mm x 120mm interposer packaging and the TC Bonder 4" [X Link](https://x.com/RYANHINGSHING/status/1965713303113752610) 2025-09-10T09:45Z [---] followers, [----] engagements "@Jukanlosreve Yeah I've heard that. I'm just excited by its progress. And I think what pissed off Hanmi is the impacts on Hanmi's HBM stacker bonders but not the new 2.5D big-die bonder🤔" [X Link](https://x.com/RYANHINGSHING/status/1965730700726095962) 2025-09-10T10:54Z [---] followers, [---] engagements "@pandawatch88 @rbecon223 this website asset allocation and yield info. I guess the info is in the financial statements Anyway its treasury is in HK. https://m.huxiu.com/article/4741915.html https://m.huxiu.com/article/4741915.html" [X Link](https://x.com/RYANHINGSHING/status/1965752228616253892) 2025-09-10T12:20Z [---] followers, [---] engagements "@zephyr_z9 Researching who the major AI customers are.🤔 VeriSilicon has denied ByteDance and VeriSilicon have no AI chip-related cooperation.🤔" [X Link](https://x.com/RYANHINGSHING/status/1966088451855380669) 2025-09-11T10:36Z [---] followers, [--] engagements "@zephyr_z9 VeriSilicon has denied ByteDance and VeriSilicon have AI chip-related cooperation.🤔" [X Link](https://x.com/RYANHINGSHING/status/1966088821407183330) 2025-09-11T10:37Z [---] followers, [--] engagements "@zephyr_z9 Yeah. That's why men should consider buying AMD strategically" [X Link](https://x.com/RYANHINGSHING/status/1966092721052921870) 2025-09-11T10:53Z [---] followers, [---] engagements "60% of AI revenue from Royalty / Turnkey Sale(mass production). AI customers are tech giants system OEMs and vertical domain(AI PCs AI phones smart cars and industrial robots)🤔 Huawei Hisilicon and Alibaba are its major customers.🤔 $BABA ASIC is driving up VeriSilicons revenue🤔 VeriSilicon announced record new orders(RMB 1.205B) up 85.88% year-on-year with AI computing power accounting for 64% from July 1st to September 11th 2025🤔 https://t.co/rh6J1u7TPv ASIC is driving up VeriSilicons revenue🤔 VeriSilicon announced record new orders(RMB 1.205B) up 85.88% year-on-year with AI computing" [X Link](https://x.com/RYANHINGSHING/status/1966109072287015278) 2025-09-11T11:58Z [---] followers, [----] engagements "Caixin: Internet Giants and State-Owned Enterprises Likely to Miss First Stablecoin License Applications. China government "discouraged" Internet Giants from doing crytocurrency business. The article has since been removed (possibly due to political pressure). 🤔🤔 $BABA $JD https://t.co/kn4Oz5FDVQ https://t.co/kn4Oz5FDVQ" [X Link](https://x.com/RYANHINGSHING/status/1966139837712613574) 2025-09-11T14:00Z [---] followers, [----] engagements "Tariffs are materially weighing on consumer prices and input prices. Input price inflation pressure is still transmitting to consumer price expect inflation will be rising🤔" [X Link](https://x.com/RYANHINGSHING/status/1966143508215214148) 2025-09-11T14:15Z [---] followers, [---] engagements "@Jukanlosreve @I_Leak_VN Superior is a bit vague H20 is GPU while Zhenwu is ASIC not an Apple-to-apple comparison. Just like you wont say TPU v7 is superior to H200 and CloudMatrix [---] is superior to GB200 NVL72🤔" [X Link](https://x.com/RYANHINGSHING/status/1966386177411301580) 2025-09-12T06:19Z [---] followers, [---] engagements "Broadcom skipped the 26th China International Optoelectronic Expo / Semi China. Maybe I should go to Semicon Taiwan next year where the real party is🤔" [X Link](https://x.com/RYANHINGSHING/status/1966427239559450624) 2025-09-12T09:02Z [---] followers, [----] engagements "@Jukanlosreve @ilov3bu5h Can you apply for Stock Connect to buy China stocks🤔 I thought interactive brokers supported it" [X Link](https://x.com/RYANHINGSHING/status/1966434175705100360) 2025-09-12T09:30Z [---] followers, [---] engagements "PDD cuts iPhone 17s price from RMB [----] to RMB5099(USD [---] to USD 716) in China😎 pdd59995099🫨 https://t.co/RK44gze7d1 pdd59995099🫨 https://t.co/RK44gze7d1" [X Link](https://x.com/RYANHINGSHING/status/1966473504544419952) 2025-09-12T12:06Z [---] followers, [----] engagements "GMC Semi and Jicun Semi are added to the Entity List for acquiring US semi manufacturing equipment for SMIC. GMC and Jicun: related entities controlled by . They acquired and "refurbished" US equipment and sold it to SMIC🤣 Could impact SMIC's 7nm yield🤔" [X Link](https://x.com/anyuser/status/1966850638119375188) 2025-09-13T13:05Z [----] followers, [----] engagements "It's perfectly reasonable for US semiconductor equipment producers to sell to an 'international brand equipment refurbishment company' instead of fabs. Our deepest gratitude for truly making China's semiconductor industry great again $AMAT $LRCX $KLAC GMC Semi and Jicun Semi are added to the Entity List for acquiring US semi manufacturing equipment for SMIC. GMC and Jicun: related entities controlled by . They acquired and "refurbished" US equipment and sold it to SMIC🤣 Could impact SMIC's 7nm yield🤔 https://t.co/ZJNSab8VFl GMC Semi and Jicun Semi are added to the Entity List for acquiring" [X Link](https://x.com/RYANHINGSHING/status/1966859082712969502) 2025-09-13T13:38Z [---] followers, [---] engagements "@Jukanlosreve Source" [X Link](https://x.com/RYANHINGSHING/status/1967373271143428478) 2025-09-14T23:41Z [---] followers, [---] engagements "@Jukanlosreve Demand for B40 is very strong. Alibaba will decrease Q3 capex QoQ. for some reason😂" [X Link](https://x.com/RYANHINGSHING/status/1967866834524553598) 2025-09-16T08:23Z [---] followers, [---] engagements "Morgan Stanleys Adam Jonas on Teslas FSD: He sustained hands-off driving across an almost 12-hour period. While the driver must remain attentive keep hands ready to take control and be legally responsible at all times in L2-car. Did he violate US law🤔🤔🤔🤔🤔 $TSLA" [X Link](https://x.com/RYANHINGSHING/status/1967920739975303441) 2025-09-16T11:57Z [---] followers, [----] engagements "Labubu is now seeing its second-hand prices plummet. Some scalpers are lamenting that the hidden editions which once sold for over RMB [-----] yuan can now only fetch a maximum of [---] yuan. Finally these creepy monsters😎😎😎" [X Link](https://x.com/anyuser/status/1967943130331877727) 2025-09-16T13:26Z [----] followers, 21.5K engagements "@ChrisRinvesting @pandawatch88 I want to see his comment as well😎" [X Link](https://x.com/RYANHINGSHING/status/1968007949802148006) 2025-09-16T17:43Z [---] followers, [---] engagements "@pandawatch88 maybe from US Morgan Stanley noted that there is huge interest from US institutions🤔" [X Link](https://x.com/RYANHINGSHING/status/1968140262905155876) 2025-09-17T02:29Z [---] followers, [---] engagements "@Jukanlosreve Yesterday people says China isnt interested in 6000D. Today CAC told companies including ByteDance and Alibaba this week to end their testing and orders of the RTX Pro 6000D🤣 Demand for any Nvidia GPU is strong" [X Link](https://x.com/RYANHINGSHING/status/1968236770732167400) 2025-09-17T08:53Z [---] followers, [----] engagements "@folduniverse @Jukanlosreve Nah China is very happy with its Number [--] position 🤔" [X Link](https://x.com/RYANHINGSHING/status/1969281190638063974) 2025-09-20T06:03Z [---] followers, [--] engagements "@pandawatch88 I guess a merger is unlikely due to the regulatory complexities🤔 a deeper strategic partnership is possible though" [X Link](https://x.com/RYANHINGSHING/status/1969302975018401984) 2025-09-20T07:29Z [---] followers, [--] engagements "@Charbax @PatrickMoorhead A good quality knock-off AirPod costs you USD [--] in Shenzhen China. I think it gives you an idea of the cost Today I went to Shenzhen Huaqiangbei () and at a retail store selling knock-off AirPods the AirPods were only USD 20-25 but the sound quality was just as good as the genuine ones🤔 (I support genuine products) https://t.co/T6892mz7uW Today I went to Shenzhen Huaqiangbei () and at a retail store selling knock-off AirPods the AirPods were only USD 20-25 but the sound quality was just as good as the genuine ones🤔 (I support genuine products)" [X Link](https://x.com/RYANHINGSHING/status/1969447281939399048) 2025-09-20T17:03Z [---] followers, [--] engagements "@pandawatch88 Problems are everywhere In addition this company has no competitive edge as there are lots of good quality sockets in meituan and JD. We dont need to choose it anymore🤔 Doubt that the margins will be sustained" [X Link](https://x.com/RYANHINGSHING/status/1969670790888243205) 2025-09-21T07:51Z [---] followers, [---] engagements "In the Sahara right now. Super hot. I got to hang out with a camel those grumpy-looking dudes are actually pretty cool to ride. Honestly I don't think I want to go back to Hong Kong. It's so vast and open here who wants to see a concrete jungle anymore😎" [X Link](https://x.com/RYANHINGSHING/status/1969824701393600756) 2025-09-21T18:03Z [---] followers, [---] engagements "@zephyr_z9 @rwang07 be rich establish a fund company then buy STAR stocks though stock-connect 😎" [X Link](https://x.com/RYANHINGSHING/status/1970070620328411598) 2025-09-22T10:20Z [----] followers, [---] engagements "Todays rumor is SMEE has manufactured an EUV litho machine. Well Its an EUV 2-mirrored micro-field(Actinic) litho system primarily used for testing photoresist/photomask/image rather than making chips In contrast ASMLs EUV is 6-mirrored full-field step-and-scan🤔" [X Link](https://x.com/anyuser/status/1970429181147402309) 2025-09-23T10:05Z [----] followers, 31.9K engagements "@TShirtnJeans2 China has been using its EUV 2-mirrored litho system for [--] years. It's not a sign of progress just based on the photo. SMEE is no longer undertaking the main lithography machine's breakthrough tasks. There are other companies trying" [X Link](https://x.com/anyuser/status/1970435818448920780) 2025-09-23T10:31Z [----] followers, [----] engagements "@OmerCheeema It's difficult to short a stock in China. Even if you can short it there is no telling when the stock will fall and could take multiple years🤣" [X Link](https://x.com/RYANHINGSHING/status/1970436892484055374) 2025-09-23T10:35Z [---] followers, [---] engagements "@TShirtnJeans2 EUV light source. The purpose of inventing the system in [--] year ago to investigate the properties of [--] mirrored mirco-field EUV system and improve it. Its now using it to testing materials and images. Yet Chinas EUV source is far from stable and of high-power" [X Link](https://x.com/RYANHINGSHING/status/1970464635062231469) 2025-09-23T12:25Z [---] followers, [--] engagements "In China valuation is just a theoretical concept. And we dont need analysts😎 As of mid-September the average price-to-earnings (P/E) ratio for the STAR [--] Index was 180x for the STAR [---] Index it was 280x and for the STAR [---] Index it was 310x😎 PE [--] [------------------] https://t.co/G1GU3h4LuQ PE [--] [------------------] https://t.co/G1GU3h4LuQ" [X Link](https://x.com/RYANHINGSHING/status/1970775176594813025) 2025-09-24T08:59Z [----] followers, [----] engagements "Chinas CPI index is a bad inflation index as Chinas CPI measures the full price of goods irrespective of the discount on goods. GDP deflation is a much better measure. It reveals that China has been in deflation for nearly [--] years. CPICPIGDP CPI - https://t.co/kFPrtKSlLb CPICPIGDP CPI - https://t.co/kFPrtKSlLb" [X Link](https://x.com/RYANHINGSHING/status/1970862499366060178) 2025-09-24T14:46Z [----] followers, [---] engagements "China's HBM production is bottlenecked by front-end DRAM. Dram is restricted to 18nm due to lack of advanced equipment. They try DUVi+MP to produce near 1a-level for DDR5 die. Back-end(packaging) issue is solely yield and time is required to improve HBM 4/8/12H stack's yields. @FarisSbahi It appears that CXMT is struggling with the mass production of DDR5. @FarisSbahi It appears that CXMT is struggling with the mass production of DDR5" [X Link](https://x.com/anyuser/status/1971166645227033045) 2025-09-25T10:55Z [----] followers, [----] engagements "YMTC completed joint-stock company reform YMTC held the inaugural meeting for its joint-stock company where the first board of directors was elected. This stock reform is the precursor for some enterprises seeking an IPO Best listing place is mainland China not HK😎" [X Link](https://x.com/RYANHINGSHING/status/1971226457851691238) 2025-09-25T14:53Z [----] followers, [----] engagements "Marked HBM in a phone I'm sure all those 'doom and gloom' stories about physics will age like milk for Huawei😎 We will come back to that when Huawei releases Huawei Mate 80😎 @RYANHINGSHING They're about to put HBM in tablets of all devices. All the doom and gloom stories on China's semi manufacturing capabilities and capacity usually age as poorly as milk. https://t.co/pkBGMzHzvC @RYANHINGSHING They're about to put HBM in tablets of all devices. All the doom and gloom stories on China's semi manufacturing capabilities and capacity usually age as poorly as milk. https://t.co/pkBGMzHzvC" [X Link](https://x.com/RYANHINGSHING/status/1971305679672746173) 2025-09-25T20:07Z [----] followers, [----] engagements "@Jukanlosreve lol🤣 Morgan Stanley reveals in a meeting and latest memo that SMICs yield on ascend 910C is 5% Consistent with techinsights analysis🧐" [X Link](https://x.com/anyuser/status/1971430303060328903) 2025-09-26T04:23Z [----] followers, [----] engagements "Chinese regulators require domestic chip manufacturers to list in mainland China in order to better control the types of investors who can purchase shares. CXMT followed the regulatory authorities' suggestion and adjusted its Hong Kong IPO to an A-share listing. @zephyr_z9 IFRIPOA IPO IFRIPOA IPO" [X Link](https://x.com/anyuser/status/1971461931040137515) 2025-09-26T06:28Z [----] followers, [----] engagements "Foreign retail investors will not be able to buy these STAR stocks🤔" [X Link](https://x.com/RYANHINGSHING/status/1971462410730144216) 2025-09-26T06:30Z [----] followers, [---] engagements "Morgan Stanley's meeting on Alibaba T-Head Baidu Kunlun: - Export controls: TSMC and Samsung cannot produce chips for them since Jan [----] -accumulated stock is minimal -Migration to SMIC takes 1-2 years - $BABA and $BADU rely on imported chips to fulfill demand" [X Link](https://x.com/anyuser/status/1971523228687577280) 2025-09-26T10:32Z [----] followers, 19.4K engagements "Morgan Stanley's meeting on Ascend [---] series: With SMIC's process [---] experience 30% reduction in F16 computing power. For the same computing power the SMIC version consumes about 30% more power than the TSMC version Is he talking about TSMC's 5nm vs SMIC's 7nm here🧐" [X Link](https://x.com/anyuser/status/1971538423224873035) 2025-09-26T11:32Z [----] followers, [----] engagements "@pandawatch88 Yeah It's easy for long/short fund to earn money if you know these facts.🧐 In US market it's easy to earn money by buying index fund and then go to sleep🤣" [X Link](https://x.com/RYANHINGSHING/status/1971551198143754355) 2025-09-26T12:23Z [----] followers, [---] engagements "@RuggedByChoice @Jukanlosreve No. international investors are not allowed to buy STAR market stocks through Stock Connect unless you are institutional investor" [X Link](https://x.com/RYANHINGSHING/status/1971573933813178715) 2025-09-26T13:53Z [----] followers, [--] engagements "Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & 19.9% ByteDance. Therefore US investors are operators not owners" [X Link](https://x.com/anyuser/status/1971583886208766319) 2025-09-26T14:33Z [----] followers, 249.9K engagements "Bloomberg: [--]. ByteDance get 50% profit of US operation [--]. ByteDance will receive a license fee of on all revenue generated from algo Consistent with the graphs🤔 Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & 19.9% ByteDance. Therefore US investors are operators not owners https://t.co/ptQe5NUF46 Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS:" [X Link](https://x.com/anyuser/status/1971587712328360109) 2025-09-26T14:48Z [----] followers, [----] engagements "Xijin Hu(representing China) verified that [--]. ByteDance owns algo will get licensing fee. [--]. ByteDance will authoriser of US operation. [--]. US are authorised operators consistent with the graphs🤔 Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & 19.9% ByteDance. Therefore US investors are operators not owners https://t.co/ptQe5NUF46 Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP" [X Link](https://x.com/anyuser/status/1971589352791928948) 2025-09-26T14:55Z [----] followers, [----] engagements "@bin_qian The algo licensed by ByteDance decides what American TikTok users see. US partially-controlled USDS check whether the algo is safe and protect US users data and privacy. 20% of USDS earnings goes to ByteDance for license. The remaining profits goes to shareholders" [X Link](https://x.com/RYANHINGSHING/status/1971637325462753441) 2025-09-26T18:05Z [----] followers, [---] engagements "@pc101101 Consistent with the Graph. New investors are US investors(50%) existing ByteDance(30%) are actually US investors(Chinese version has indicated this) so JV is effectively controlled by US persons. Remaining ByteDance is 19.9%" [X Link](https://x.com/RYANHINGSHING/status/1971674546144199154) 2025-09-26T20:33Z [----] followers, [---] engagements "@robleclerc ByteDance China controls algo. JV controlled by US will check whether algo is safe" [X Link](https://x.com/RYANHINGSHING/status/1971675046633783760) 2025-09-26T20:35Z [----] followers, [----] engagements "@pc101101 Everything is very clearly. Please read the EO AIs reply and my replies carefully to understand the consistency thank you https://grok.com/share/bGVnYWN5LWNvcHk%3D_a51217c4-15af-40fc-b2d4-659a6f1d144c https://grok.com/share/bGVnYWN5LWNvcHk%3D_a51217c4-15af-40fc-b2d4-659a6f1d144c" [X Link](https://x.com/RYANHINGSHING/status/1971691950651965518) 2025-09-26T21:42Z [----] followers, [--] engagements "@pc101101 Now I'm sure you are mentally deficient or that your English level is much lower than a person from Hong Kong's. Suit yourself bye" [X Link](https://x.com/RYANHINGSHING/status/1971700929788629314) 2025-09-26T22:18Z [----] followers, [--] engagements "@pc101101 @SolomonYue I dont speak on behalf of ByteDance or CCP. I made it very clear that TikTok US will operated but not owned by TikTok USDS JV. And USDS JV will be controlled by US. Its consistent with Trumps EO Bloomberg Caixin and Xijin Hu" [X Link](https://x.com/RYANHINGSHING/status/1971711033283957206) 2025-09-26T22:58Z [----] followers, [---] engagements "@UncleSam303 @LisaSu @MorganStanley 🤣 MS mentioned that R2 would come out in May [----] which is wrong as well🤣" [X Link](https://x.com/RYANHINGSHING/status/1971731192526643354) 2025-09-27T00:18Z [----] followers, [--] engagements "@Jukanlosreve Not investment advice. Ali: if you believe cloud in 2022-2032 10x compute power 30% growth in [----] give 6x P/S to it. 12x P/E to e-commerce. SOTP HKD175 The problem is do you believe the growth rate EBITA 9% do you think the investment risk is well compensated by return" [X Link](https://x.com/RYANHINGSHING/status/1971810035107066027) 2025-09-27T05:32Z [----] followers, [----] engagements "@Jukanlosreve Tencent: Cloud/Business(5x P/S)account for 5% its total value. Value comes from gaming(19x 37% of total value) advertising(25x 27%) fintech(18x. 18%) SOTP 700HKD. Advertising is driven by AI and short video. valuation isnt that high and downside risk is lower" [X Link](https://x.com/RYANHINGSHING/status/1971813246597582957) 2025-09-27T05:44Z [----] followers, [---] engagements "@Jukanlosreve And all 18x-25x P/E comes from high growth. On the other hand giving 12x to Alis 12x E-commerce is due to its matured business and under high competition environments and EBITA not growing fast. I would choose Tencent in this case" [X Link](https://x.com/RYANHINGSHING/status/1971813986787266575) 2025-09-27T05:47Z [----] followers, [---] engagements "@Jukanlosreve You can ask @pandawatch88 . He is the real expert on Chinas TMT🤣" [X Link](https://x.com/RYANHINGSHING/status/1971814349678563528) 2025-09-27T05:49Z [----] followers, [---] engagements "@Jukanlosreve @pandawatch88 Besides growth you Can look at EBITA of cloud. 9%. I guess EBITA will lower than 10% in coming years compared to AWS/Azures 40%. 6x P/S seems very optimistic. And of course if you are very long-term investor believing 10x computing power. This stock might be justified. Oh shit. $BABA cloud's growth at an astonishing 26% But why is its EBITA margin so low https://t.co/U5c5O9D2Bs Oh shit. $BABA cloud's growth at an astonishing 26% But why is its EBITA margin so low https://t.co/U5c5O9D2Bs" [X Link](https://x.com/RYANHINGSHING/status/1971820706041417932) 2025-09-27T06:14Z [----] followers, [---] engagements "@zephyr_z9 Common misconception🤔 Lots of chinese investment banks analysts really think that ad targeting relies on LLM and they have written lots of reports about it lol Small transformer encoders are enough🤔" [X Link](https://x.com/RYANHINGSHING/status/1971925428366348517) 2025-09-27T13:10Z [----] followers, [---] engagements "2) If you believe demand for Chinas data center is so strong and $GDS continues to received $BABA long-term contract. GDS could continue building data centers and are able to capitalize its business at 16x EV/EBITDA" [X Link](https://x.com/RYANHINGSHING/status/1971964966854066462) 2025-09-27T15:47Z [----] followers, [---] engagements "The production volume of Ascend 910C is much lower than expected Huawei's planned [------] vs Morgan Stanley's forecast [------] SMIC is now bottlenecked by a shortage of American CVD etching and testing equipments. seems that Semianalysis was too optimistic🤔 I was right again. BBG: Huawei plans to mass-produce [------] units of the 910c next year https://t.co/YlyNSBIS2q I was right again. BBG: Huawei plans to mass-produce [------] units of the 910c next year https://t.co/YlyNSBIS2q" [X Link](https://x.com/anyuser/status/1972609685682589764) 2025-09-29T10:29Z [----] followers, 29.4K engagements "https://youtu.be/vvlE8-MzxyA https://youtu.be/vvlE8-MzxyA" [X Link](https://x.com/RYANHINGSHING/status/1972717046271238379) 2025-09-29T17:36Z [----] followers, [---] engagements "A very insightful interview with Dylan Patel on China's semiconductor and AI chips😎 Hope that investment bank analysts refer to this video before writing reports😎" [X Link](https://x.com/RYANHINGSHING/status/1972719889715438025) 2025-09-29T17:47Z [----] followers, [---] engagements "Cambricon announced that the company issued [-------] A-shares to specific entities at an issue price of RMB [-------] per share raising a total of RMB [-----] billion in funds Lets cash in on retail investors for Chinas AI development😎 A333.491195.0239.853217.1339.53 A333.491195.0239.853217.1339.53" [X Link](https://x.com/anyuser/status/1972971763341639975) 2025-09-30T10:28Z [----] followers, [----] engagements "@pandawatch88 Any concrete reason for seeing US sanctions coming for Alibaba And how to do it🤔" [X Link](https://x.com/RYANHINGSHING/status/1972996722034160124) 2025-09-30T12:07Z [----] followers, [---] engagements "Goldman Sachs didnt expect that Cambricon will be bottlenecked by shortage of wafers and HBM and expecting that revenue grows explosively from 2026-2030. Its target price depends on [----] earnings Very different from the SemiAnalysiss view🤔" [X Link](https://x.com/RYANHINGSHING/status/1973108543076081818) 2025-09-30T19:31Z [----] followers, [---] engagements "@hedgedworld @zijing_wu Yes hundreds of quants were detained and some went to jail😂 Many long-short quant funds went bankruptcy in [----] as China suddenly prohibited quant funds from short selling🤔" [X Link](https://x.com/RYANHINGSHING/status/1973339986247426371) 2025-10-01T10:51Z [----] followers, [--] engagements "GPT-OSS becomes the dominant open-source model in Hugging Face now.🤔 I guess its direct competitor will be Qwen as $BABA is releasing lots of powerful open-source models🤔 GPT-OSSHuggingfaceDeepseek R1V3.1 https://t.co/kk3z6A6F7s GPT-OSSHuggingfaceDeepseek R1V3.1 https://t.co/kk3z6A6F7s" [X Link](https://x.com/RYANHINGSHING/status/1973354250106499424) 2025-10-01T11:48Z [----] followers, [----] engagements "Morgan Stanley says global equities are mostly overvalued. China should be 11x fwd (vs 13x today) and Japan 14x fwd (vs 16x). A bit high maybe time to invest in undervalued Europe now🤔 In equity strategy news MS says that the market is wrong because the current index PE has gone above their target PE. China should be 11x fwd (vs 13x today) and Japan 14x fwd (vs 16x). Ok lah. https://t.co/EpUXFJWApE In equity strategy news MS says that the market is wrong because the current index PE has gone above their target PE. China should be 11x fwd (vs 13x today) and Japan 14x fwd (vs 16x). Ok lah." [X Link](https://x.com/RYANHINGSHING/status/1973396856622186920) 2025-10-01T14:37Z [----] followers, [---] engagements "@Alex_Intel_ @rwang07 Lower than SemiAnalysis in terms of wafer capacity But SemiAnalysis also included HBM dies estimate which is important for estimating actual no. of Huawei chips production Hope that these brokers will include HBM estimate as well" [X Link](https://x.com/RYANHINGSHING/status/1973430753339068763) 2025-10-01T16:52Z [----] followers, [---] engagements "On 2/10/2025 Morgan Staney's Laura Wang: We are still relatively optimistic about China equity🤔 On 30/9/2025 MS: not be sustainable. China should be 11x fwd (vs 13x today)🤔 On 9/8/2025 MS: cautious on China equity market🤔 MS's opinion is as volatile as the market🤔 In equity strategy news MS says that the market is wrong because the current index PE has gone above their target PE. China should be 11x fwd (vs 13x today) and Japan 14x fwd (vs 16x). Ok lah. https://t.co/EpUXFJWApE In equity strategy news MS says that the market is wrong because the current index PE has gone above their target" [X Link](https://x.com/anyuser/status/1973676637112971470) 2025-10-02T09:09Z [----] followers, [----] engagements "@Jukanlosreve Of course he want to force Western firms do the same. Phison invented Aidaptiv+ which is similar to Huawei's UCM to reduce the dependence of HBM and dram.😅 Some claims are optimistic or overstated🤔 https://x.com/RYANHINGSHING/status/1955198397113151853 2) Similar to phison()s Aidaptive+(no surprise) UCM could offloads data to SSD to reduce the use of HBM but UCM specifically offloads some KV Cache data to cheaper but much slower memory tiers such as dram and ssd. No concept is new and transformative. https://x.com/RYANHINGSHING/status/1955198397113151853 2) Similar to" [X Link](https://x.com/RYANHINGSHING/status/1973734702776459633) 2025-10-02T12:59Z [----] followers, [----] engagements "@Jukanlosreve aiDAPTIV+: [--] hybrid hardware and software solution [--] handle AI models by offloading the bulk of model weights and other data structures (like the KV Cache) to the much larger and more affordable SSD [--] free up some HBM - it's hoping western firms to adapt its solution" [X Link](https://x.com/RYANHINGSHING/status/1973736738393911341) 2025-10-02T13:08Z [----] followers, [---] engagements "Samsung Electronics has reportedly been evaluating FST pellicle. Comment: pellicles EUV transmittance and durability are important. FST is developing it. 👇 Samsung Electronics is currently producing advanced semiconductors using ASML's EUV equipment but has not used pellicles. This is because there were no suitable products. Samsung Electronics has reportedly been evaluating FST pellicle prototypes since early this year Samsung Electronics is currently producing advanced semiconductors using ASML's EUV equipment but has not used pellicles. This is because there were no suitable products." [X Link](https://x.com/RYANHINGSHING/status/1973755946578186474) 2025-10-02T14:24Z [----] followers, [---] engagements "@BecomeFranklin I just realise that youre a franklin's die hard fan👍" [X Link](https://x.com/RYANHINGSHING/status/1973801683747811342) 2025-10-02T17:26Z [----] followers, [--] engagements "Geminis nano banana is likely one-time hype🤔 Still loving $ADBE and Meitu😎 [--] days later. I was curious to check. https://t.co/3jTB3dbbfm [--] days later. I was curious to check. https://t.co/3jTB3dbbfm" [X Link](https://x.com/RYANHINGSHING/status/1974056876959531194) 2025-10-03T10:20Z [----] followers, [---] engagements "There are lots of false rumours about breakthroughs in Chinas semi industry. One of them is that Shanghai Micro Electronics Equipment(SMEE) had developed an extreme ultraviolet lithography machine and displayed it at a major trade show in Shanghai which is obviously false. A false rumor about a breakthrough chip machine fueled a rally in Chinese tech stocks showing how eager investors are for signs of progress https://t.co/JkDM9yLe4c A false rumor about a breakthrough chip machine fueled a rally in Chinese tech stocks showing how eager investors are for signs of progress" [X Link](https://x.com/anyuser/status/1974170017077121347) 2025-10-03T17:49Z [----] followers, 13.8K engagements "@zephyr_z9 mint a coin and then deposit this coin with the Federal Reserve and use the credit it represents to buy back US debt held by the Fed😎" [X Link](https://x.com/RYANHINGSHING/status/1974186886353863158) 2025-10-03T18:56Z [----] followers, [---] engagements "@Jukanlosreve @Compart42 That his ac was restricted was not directly related to claims on education. It was because of him spreading "negative thoughts" on platforms frequently and the gov started the ClearGovernance of Typical Problems of Algorithms on Network Platforms https://www.bbc.com/zhongwen/articles/cjw712wqg8jo/simp https://www.bbc.com/zhongwen/articles/cjw712wqg8jo/simp" [X Link](https://x.com/RYANHINGSHING/status/1974792501077971319) 2025-10-05T11:03Z [----] followers, [---] engagements "Try to model $DUOL s financials Assume 2025/2026/2027 MAU +24%/24%/18% paid rate 8.5/9.4/9.9% ARPU +21%/5%/5% Then 2027s earnings will be $0.56B With a market cap of $14.7B the company has no room for error in its strategy execution Love this chicken but not its price🤔" [X Link](https://x.com/RYANHINGSHING/status/1975243514255712273) 2025-10-06T16:55Z [----] followers, [----] engagements "Morgan Stanley raised SMICs TP from [--] to 117HKD citing that DeepSeek V3.2-Exp reduces API price by 50%. Therefore Goldman Sachs raised 2028/2029s EPS by 0.3%/0.5% WTF Raising TP by 20% with insignificant EPS improvement🤨🤨" [X Link](https://x.com/RYANHINGSHING/status/1975255701720342697) 2025-10-06T17:43Z [----] followers, [---] engagements "Oh I just realise that GS raised its target price for Semiconductor Manufacturing International Corporation (SMIC) for the fourth time in the past month WITHOUT SIGNIFICANTLY RAISING ITS EPS🤨🤨🤨🤨🤨🤨🤨🤨" [X Link](https://x.com/RYANHINGSHING/status/1975256803869913570) 2025-10-06T17:48Z [----] followers, [---] engagements "Guosen Securities recommended these stocks as beneficiaries of AI I guess MongoDBElasticGitLab are the companies that could be more easily disrupted by AI Seems Unity Shopify Crowdstrike Palantir and Adobe are less likely to be disrupted🤔 $U $SHOP $CRWD $ADBE $PLTR" [X Link](https://x.com/RYANHINGSHING/status/1975271068182225373) 2025-10-06T18:44Z [----] followers, [---] engagements "Chinas exports of electric vehicles solar panels batteries and other carbon-cutting technology has been climbing for years. The amount surpassed US export of oil and gas Not Apple-to-Apple but still impressive China earns more exporting clean energy tech than the US earns from oil and gas exports. https://t.co/hBR1yDz7IN China earns more exporting clean energy tech than the US earns from oil and gas exports. https://t.co/hBR1yDz7IN" [X Link](https://x.com/RYANHINGSHING/status/1975279188627366238) 2025-10-06T19:17Z [----] followers, [---] engagements "That is a triple-win. OpenAI: gains 10% equity = $33B financing and could be rising in future. AMD: get $50B gross profit and higher valuation meaning less financing cost Investor: the stock price(or EPS) should have been diluted by 10% but it rocketed by 23% last night. Some back of the envelope calculations on $AMD OpenAI deal. MI450 TDP: 1.2kW Total GPUs for 6GW data center: 6GW/1.2KW = 5M units Price per GPU: $20000 (lower end of pricing) AMD revenue: $100B AMD gross profit (50% margin): $50B 160M shares = 10% of AMD equity = $21B (Friday Some back of the envelope calculations on $AMD" [X Link](https://x.com/RYANHINGSHING/status/1975525768617992620) 2025-10-07T11:37Z [----] followers, [---] engagements "oracles loss from rentals of blackwell chips: I believe accounting timing mismatch is the answer: oracle starts depreciating Blackwell GPU whenever the server is available for use but havent recognise accounting revenue yet as time is needed for rampup of revenue. $ORCL taking a hit headline on $NVDA GPU rentals makes it sound like the whole AI cloud strategy is flopping but thats pure FUD. Oracle spent billions upfront on racks of Nvidia chips power & networking before the revenue fully kicked in. Those costs hit the books https://t.co/pWRImAuw3r $ORCL taking a hit headline on $NVDA GPU" [X Link](https://x.com/anyuser/status/1975611857311572078) 2025-10-07T17:19Z [----] followers, [----] engagements "Basic accounting 101👍" [X Link](https://x.com/RYANHINGSHING/status/1975612058143162847) 2025-10-07T17:19Z [----] followers, [---] engagements "Oh my god TSMC is losing money on new 2nm chip ramp It has negative gross margin Everyone please sell the stock so that I can buy it at a discount SCOOP: TSMC IS LOSING MONEY ON NEW 2NM CHIP RAMP THERE ARE NEGATIVE GROSS MARGINS ON A NEW PRODUCT THERE ARE NO CLEAR PLANS ON HOW TO IMPROVE MARGIN ACCORDING TO DOCUMENTS ACQUIRED BY ME (SEC FILINGS) SCOOP: TSMC IS LOSING MONEY ON NEW 2NM CHIP RAMP THERE ARE NEGATIVE GROSS MARGINS ON A NEW PRODUCT THERE ARE NO CLEAR PLANS ON HOW TO IMPROVE MARGIN ACCORDING TO DOCUMENTS ACQUIRED BY ME (SEC FILINGS)" [X Link](https://x.com/anyuser/status/1975617209495081205) 2025-10-07T17:40Z [----] followers, [----] engagements "@JetsamCapital Hmmmm.This also makes sense. But I think there is uncertainty about when the revenue recognise. Could operation processes delay revenue recognition🤔" [X Link](https://x.com/RYANHINGSHING/status/1975620159097475273) 2025-10-07T17:52Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@RYANHINGSHING Hing Shing Leung 梁興盛, CFA
Hing Shing Leung 梁興盛, CFA posts on X about china, ai, morgan stanley, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +57%
- [--] Month [-------] +60%
- [--] Months [---------] +5,182%
Mentions: [--] #
- [--] Week [--] +4.70%
- [--] Month [---] +19%
- [--] Months [---] +1,818%
Followers: [-----] #
- [--] Week [-----] +10%
- [--] Month [-----] +24%
- [--] Months [-----] +2,693%
CreatorRank: [-------] #
Social Influence
Social category influence stocks technology brands finance countries travel destinations social networks currencies automotive brands financial services cryptocurrencies
Social topic influence china, ai, morgan stanley, $nvda #408, huawei, stocks #2099, guess, $baba, in the, bytedance
Top accounts mentioned or mentioned by @zephyrz9 @humphilomath @jukanlosreve @tshirtnjeans2 @pandawatch88 @rwang07 @jukan05 @hedgedworld @labubutrader @folduniverse @grok @shanghaojin @edwinvanderberg @dylan522p @hhuang @diyas1989 @garyhadida @midpricedog @michaelxpettis @capitalatrisk23
Top assets mentioned Morgan Stanley (MS) NVIDIA Corp. (NVDA) Alibaba Group (BABA) Alphabet Inc Class A (GOOGL) Goldman Sachs (GS) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Intel Corporation (INTC) Applied Materials, Inc. (AMAT) Amazon.com, Inc. (AMZN) QUALCOMM, Inc. (QCOM) Credo Technology Group Holding Ltd (CRDO) Lam Research Corporation (LRCX) Metadium (META) KLA Corp (KLAC)
Top Social Posts
Top posts by engagements in the last [--] hours
"@GMonroyEnergy @gbrew24 The conflict is not merely a dispute over weapons. The underlying cause of conflict is that Iran doesnt recognize the state of Israel and views it as an illegitimate entity. Their rhetoric calls for the elimination of Israel which goes far beyond a disarmament negotiation"
X Link 2025-06-21T19:29Z [--] followers, [---] engagements
"@GMonroyEnergy @gbrew24 Nuclear weapon is the cornerstone of both regimes long-term survival strategy. Both country doesnt want to give up nuclear weapons even the other side have given up the weapon"
X Link 2025-06-21T19:33Z [--] followers, [--] engagements
"@CNN Maybe trump is correct this time. IAEA Israel Iran and CIA have indicated the destructive of nuclear facilities are very likely"
X Link 2025-06-26T14:24Z [--] followers, [--] engagements
"@rwang07 lots of people talking about it today and stocks related to mSAP skyrocketed. It started as a leading chinese PCB manufacturer mentioned about it in a meeting and the chinese brokers spread the ideas in the chinese internet"
X Link 2025-07-28T14:04Z [--] followers, [---] engagements
"@michaelxpettis the statement from the today's Politburo Meeting didn't mention property. I doubt there will be strong support of property market. If so I don't think China could easily boost demand"
X Link 2025-07-30T07:58Z [--] followers, [---] engagements
"@NoMoreRentiers @michaelxpettis Therere many reasons 1) insufficient retirement benefit and the retirement fund running out of money 2) political movements that destroy jobs every year(tech crackdown extreme covid lockdown ). If you want to survive tmr in China you have to save"
X Link 2025-08-05T19:20Z [--] followers, [---] engagements
"@NoMoreRentiers @michaelxpettis Answer your question indirectly. China has an extremely high gini coefficient. Insufficient coverage and low level of unemployment benefit. Many foreigners(black especially)re being discriminated. No labour union. Though Therere many socialist policies thatre not sustainable"
X Link 2025-08-06T00:33Z [--] followers, [--] engagements
"@NoMoreRentiers @michaelxpettis All railways are extremely cheap loss-making business and debt will be paid in future. The monopoly problem in China is more much serious than the America so the gov crackdowns tech coms but people has lose jobs and monopoly is still there"
X Link 2025-08-06T00:44Z [--] followers, [--] engagements
"China housing market sentiment has deteriorated. Confidence in Tier [--] cities has weakened significantly. 50% of respondents expressed a bearish outlook in Tier [--] cities. This reflects CN govs stance on reducing support for the housing sector allocating resources towards tech"
X Link 2025-08-08T17:58Z [----] followers, [----] engagements
"1) The re-inflation in China is probably temporary. Compared to the [----] supply-side reform which primarily targeted upstream industries dominated by state-owned enterprises this round of "anti-involution" extended to mid- and down-streams dominated by private enterprises. 4/4 Some analysts hope that the crackdown on "involution" will reduce deflation as regulators step in to restrain price competition but I am skeptical. Price competition isn't caused by malice or administrative mismeasures so much as by supply-demand imbalances and these aren't 4/4 Some analysts hope that the crackdown on"
X Link 2025-08-09T09:16Z [--] followers, [---] engagements
"2) Plus the CN government directed investment in infrastructure and housing in [----] to absorb oversupply but there isn't much it can do today to absorb oversupply. Consequently the anti-involution campaign becomes highly challenging"
X Link 2025-08-09T09:18Z [--] followers, [---] engagements
"China is doing lots of transshipment and tariff front-running for US imports. For the later part China's Semiconductor Manufacturing International Corporation(SMIC) has admitted Q2 revenue growth was due to channel stocking(tariff front-running). There's resistance to the idea that China is doing transshipments even though its tariff is higher than on others. I look at US imports by product. Computers have a transshipment component of 30%. Electrical equipment 100%. Lots of transshipment going on. https://t.co/xGxQR8vr9l https://t.co/w0pHPdNi5a There's resistance to the idea that China is"
X Link 2025-08-09T11:32Z [--] followers, [---] engagements
"Has Generative AI increased productivity No at least not yet. (1) AI has increased advertising revenue. (2) The effect of GenAI on job market remains low. Lets wait and see if the effect will be observable [--] years later. For all the hopes of an AI-driven productivity boom its just not showing up in reality. https://t.co/KBBJSeDj82 For all the hopes of an AI-driven productivity boom its just not showing up in reality. https://t.co/KBBJSeDj82"
X Link 2025-08-09T17:29Z [---] followers, [---] engagements
"1) My investigation and discussions with contacts in CN tech companies confirm the validity of these reasons. It's crucial to remember that Ascend being an ASIC and with CANN still immature inherently entails remarkably high development and deployment costs. @rwang07 @TaylorOgan @ruima These are the main reasons we list: https://t.co/6OXJSiQInh @TaylorOgan @ruima These are the main reasons we list: https://t.co/6OXJSiQInh"
X Link 2025-08-11T16:45Z [---] followers, [----] engagements
"1) Huawei unveiled UCM an Inference Memory Data Manager and inference acceleration suite centred on theKV Cache incorporating variouscache acceleration algorithmsand uses ahierarchical management systemto handle the KV Cache"
X Link 2025-08-12T09:22Z [----] followers, 13.7K engagements
"2) Similar to phison()s Aidaptive+(no surprise) UCM could offloads data to SSD to reduce the use of HBM but UCM specifically offloads some KV Cache data to cheaper but much slower memory tiers such as dram and ssd. No concept is new and transformative"
X Link 2025-08-12T09:23Z [---] followers, [---] engagements
"Tencent's Marketing Services are growing fast primarily due to the high growth of the video account () which could be growing as fast as 70% due to its early monetization phase and AI-enhanced monetization effect. Just liked what has happened to douyin shorts and reels. There we go. 20%. AI. This company runs like a Swiss watch. https://t.co/F5pPTt38z3 There we go. 20%. AI. This company runs like a Swiss watch. https://t.co/F5pPTt38z3"
X Link 2025-08-13T09:53Z [----] followers, [----] engagements
"video account's ad load is about 3-4% lower than douyin's 20% and the redbook's 15%. Accuracy of advertising delivery will also be increasing. there is large room for its to growth"
X Link 2025-08-13T10:03Z [---] followers, [---] engagements
"@rwang07 AI monetization is particularly strong in video account(). Just like what we see in shorts reels and douyin and tiktok"
X Link 2025-08-13T13:02Z [---] followers, [---] engagements
"1) you need to pick a suitable benchmark(S&P in particular if you're US equity investor) for at least [--] years to check whether there is outperformance and assess whether it is due to luck or skill. 2) you are unprofessional and need to go to college If you have compared any Hedge fund strategy that doesnt run with significant length to the S&P500 you need ______. Andif that you is actually in the investment business or were in the business you are ______. Too many people posting this type of chart making an apples https://t.co/P2xgdrljMs If you have compared any Hedge fund strategy that"
X Link 2025-08-13T13:19Z [---] followers, [---] engagements
"Tencent on AI chips: 1) We have sufficient chips for training our foundational models and for their ongoing upgrades. 2) we are also performing inference in various ways and experimenting with different types of chips for inference. Not different from the commentary in Q1"
X Link 2025-08-13T14:29Z [----] followers, [----] engagements
"In Q1 1) Tencent has ample GPU inventory Tencent's training for future generations of models will be fully sufficient. 2)these chips will first be deployed in advertising placement and content recommendation. 3) Diversification of chip sources(China /importable/ASICs/FPGAs)"
X Link 2025-08-13T14:37Z [---] followers, [---] engagements
"Btw the external demand for tencents cloud is weak(estimated growth at mid-teen) versus Baidu and Ali(expected to grow at 20%+)"
X Link 2025-08-13T14:42Z [---] followers, [---] engagements
"Beijings effort to boost China consumption has just failed. And the front-loading of demand through trade-in schemes() has depleted demand in 2025H2. Not good for China"
X Link 2025-08-13T18:34Z [---] followers, [---] engagements
"Deepseeks launch of new AI model delayed by Huawei Chips. Lol Industry insiders have said the Chinese chips suffer from stability issues slower inter-chip connectivity and inferior software compared with Nvidias products"
X Link 2025-08-14T04:56Z [---] followers, [---] engagements
"@Jukanlosreve Yes"
X Link 2025-08-14T04:56Z [---] followers, [---] engagements
"@zephyr_z9 So you dont think ascend is the main issue🤔"
X Link 2025-08-14T05:45Z [----] followers, [---] engagements
"The PPI inflation surprise was driven by final trade services. My interpretation is that wholesalers and retailers worry that inventory will be in shortage because of tariffs (or any other supply disruption) they require a larger margin when selling a good"
X Link 2025-08-14T16:00Z [---] followers, [---] engagements
"@EdwinVANDERBERG I dont know exactly what stonks bru is but I do buy some US stocks🤔 The big names like Nvidia AMD MSFTGOOG"
X Link 2025-08-14T16:14Z [---] followers, [--] engagements
"@rwang07 "decline in revenue in the fourth quarter driven by both digestion of capacity inChina" in line with Tokyo electrons' comment on china's canceled logic chip tool orders🤣"
X Link 2025-08-16T13:58Z [---] followers, [---] engagements
"@SKundojjala @rwang07 The unsustainability of AMAT's large Q2 China revenue could explain its stock decline. Increases in other companies are not as large as AMAT🤔"
X Link 2025-08-17T13:15Z [---] followers, [---] engagements
"Just want to have a comparison OpenAI: 12B revenue 40x P/S growth rate 200% Microsoft: 14x P/S g 15% Palantir: 140x P/S g 40% Given its growth rate and the potential for its profitability the $500B could be reasonable for risk-takers🤔 $500 Billion without ever turning a profit. 🤯 https://t.co/MmUWXrwum9 $500 Billion without ever turning a profit. 🤯 https://t.co/MmUWXrwum9"
X Link 2025-08-17T15:20Z [---] followers, [---] engagements
"Ren Zhengfei said we use 1) maths to compensate for physics 2) non-Moore to compensate for Moore 3) cluster computing to compensate for single-chip performance Now we see 1) Optical Proximity Correction 2) advanced packaging+chiplets 3)vertically integrated full-stack ecosystem Huaweis datacenter and chip strategy is centered on achieving AI hardware self-sufficiency through a vertically integrated full-stack ecosystem. -It involves in-house development of processors (Ascend NPUs and Kunpeng CPUs) a proprietary interconnect protocol (Unified Bus) Huaweis datacenter and chip strategy is"
X Link 2025-08-17T15:37Z [----] followers, [----] engagements
"@EdwinVANDERBERG you're right should be asked. But the small stated-owned clouds could possibly source 50% chips from domestic supplers(the largest clouds(Ali Tencent Baidu) are not targeted)"
X Link 2025-08-18T08:35Z [---] followers, [---] engagements
"@zephyr_z9 @EdwinVANDERBERG estimates from Morgan Stanley🤔"
X Link 2025-08-18T09:55Z [---] followers, [---] engagements
"@hedgedworld Its based on the speculative narrative of $1.4 trillion total addressable market for AI-driven operational platforms Palantir could ultimately serve. No comment on its justification🤔"
X Link 2025-08-19T04:43Z [---] followers, [----] engagements
"OpenAI Sam Altman doubts U.S. semiconductor export controls are effectively hindering China's AI development as policies aren't keeping pace with technical realities. He thinks limiting GPU access to China won't work as China will find workarounds or build its own fabs"
X Link 2025-08-19T07:55Z [---] followers, [----] engagements
"https://www.cnbc.com/2025/08/18/openai-altman-china-ai.html https://www.cnbc.com/2025/08/18/openai-altman-china-ai.html"
X Link 2025-08-19T07:55Z [---] followers, [--] engagements
"Xiaomi's revenue from IoT and lifestyle products increased by 44.7% primarily due to the increased revenue from large home appliances wearables and other lifestyle products. Apart from the strong stimulus of trade-in policy Xiaomi's expanding ecosystem is driving the growth"
X Link 2025-08-19T10:14Z [----] followers, [----] engagements
"@zephyr_z9 @rwang07 Tencent has a history of downplaying its achievements to avoid being targeted by governments whether it is the Chinese government or the U.S. government🤣"
X Link 2025-08-19T11:17Z [---] followers, [---] engagements
"@zephyr_z9 On device inference is not valuable for the time being"
X Link 2025-08-19T15:48Z [---] followers, [---] engagements
"@zephyr_z9 @Jukanlosreve Have just heard the news that ByteDance and VeriSilicon have no AI chip-related cooperation"
X Link 2025-08-20T07:32Z [---] followers, [---] engagements
"@hedgedworld even google uses nvidia's GPU to train its frontier models🤣"
X Link 2025-08-20T12:15Z [---] followers, [--] engagements
"@hedgedworld I misremembered. Jensen Huang only said that Google's Gemini models are deployed on Nvidia's GPUs simultaneously. I thought he said the frontier models are trained on GPUs"
X Link 2025-08-20T12:47Z [---] followers, [--] engagements
"@pandawatch88 @zoomyzoomm Baidu cloud up 27%. The 8% difference is explained by acquisition of YY live"
X Link 2025-08-21T09:57Z [---] followers, [---] engagements
"@zoomyzoomm Or secondary market participants are too shortsighted. they cant withstand the decline of profitability in short-term🤔"
X Link 2025-08-21T12:13Z [---] followers, [---] engagements
"@zephyr_z9 Ali prefers Hygon Tencent placed orders testing other domestic chips as well. Could be using a more diversified approach Dont know what other hyperscales have done🤔"
X Link 2025-08-22T18:00Z [---] followers, [---] engagements
"Taiwan accounts for only 10% of AMEC's revenue with mainland fabs as the primary driver so I don't expect a major blow to AMEC🤔 I see this as a major US-China semiconductor decoupling effort🤔 Interesting. Nikkei reported that in order to receive U.S. subsidies TSMC decided not to use Chinese equipment at its Taiwan fabs rather than removing Chinese equipment from its U.S. fabs. This will be a major blow to AMEC. https://t.co/OO9hpqRD4E Interesting. Nikkei reported that in order to receive U.S. subsidies TSMC decided not to use Chinese equipment at its Taiwan fabs rather than removing"
X Link 2025-08-25T07:46Z [---] followers, [----] engagements
"Goldman Sachs is highly bullish on VeriSilicon driven by its rapid ASIC growth and IP orders. Seems like there will be major orders from $BABA and ByteDance 🤔"
X Link 2025-08-25T08:31Z [---] followers, [---] engagements
"Goldman Sachs now values Cambricon by assigning 65x EV/EBITDA to its projected [----] EBITDA and its target price is at Rmb1835. While Cambricon is a good company this valuation and its methodology seems very extreme"
X Link 2025-08-25T09:30Z [----] followers, 13K engagements
"$PDD 2Q25 result Revenue up 7% Transaction commissions+0.7% Marketing services+13.4%: disappointing OP -20% but exceeds expectation due to much lower than expected S&M and G&A expenses. what🤔"
X Link 2025-08-25T11:05Z [---] followers, [----] engagements
"South Korean President Lee Jae Myung has ended the "position of security with the US and economy with China" policy. President Lee advocated balanced approach to China(sometime perceived as Pro-China) but such a balanced stance's untenable under current geopolitical situation"
X Link 2025-08-26T13:12Z [---] followers, [---] engagements
"@pandawatch88 Already excited by the non-performance of meituan"
X Link 2025-08-27T14:23Z [---] followers, [---] engagements
"Semianalysis(@SemiAnalysis_ @dylan522p) has been warning the US gov that SMIC and Huawei exploits export control loopholes and the US gov just didnt listen. Now SMIC and Huawei are made great again 💪"
X Link 2025-08-27T18:28Z [---] followers, [---] engagements
"@rwang07 And a video showing Huawei making its own 7nm chips👇 Wow Huaweis manufacturing 7nm chips in its own Shanghai and Shenzhen fabs and still continues to acquire US advanced semiconductor equipment Kudos to the @JoeBiden admin and lobbying by $AMAT $LRCX and $KLAC for supporting China's semi industry.🤣 Wow Huaweis manufacturing 7nm chips in its own Shanghai and Shenzhen fabs and still continues to acquire US advanced semiconductor equipment Kudos to the @JoeBiden admin and lobbying by $AMAT $LRCX and $KLAC for supporting China's semi industry.🤣"
X Link 2025-08-27T18:55Z [---] followers, [---] engagements
"Morgan Stanley forecast top [--] Chinese companies capex to grow 62% to RMB 373bn. What happens to the growth rate after 2025"
X Link 2025-08-28T15:53Z [---] followers, [---] engagements
"@Jukanlosreve Does Morgan Stanley provide quarterly forecast"
X Link 2025-08-29T06:41Z [---] followers, [---] engagements
"CXMT will expand specialty DRAM next year. JP Morgan Research projected that CXMT will not expand its DRAM capacity next year. Thats a reasonable projection. CXMT shouldnt just blindly expand capacity it needs to improve yield. Theres no point in expanding capacity any further; whats needed now is sophistication. https://t.co/kYLwbHNADM JP Morgan Research projected that CXMT will not expand its DRAM capacity next year. Thats a reasonable projection. CXMT shouldnt just blindly expand capacity it needs to improve yield. Theres no point in expanding capacity any further; whats needed now is"
X Link 2025-08-29T08:22Z [---] followers, [---] engagements
"@Jukanlosreve @zephyr_z9 can look at Morgan Stanley's projection as well. They have projected CXMT YMTC's capacity for 2026"
X Link 2025-08-29T08:27Z [---] followers, [---] engagements
"$BABA Alibaba on AI chip: -committed to invest RMB380 billion over [--] years in AI -According to the changes in global AI chip supply and policy Ali developed backup plans with different partners jointly developing different forms of supply chain reserves"
X Link 2025-08-29T15:10Z [---] followers, [----] engagements
"@danielnewmanUV $BABA s chip is just a backup plan. The word backup has revealed what Alibabas most preferred chip is(thats why its a backup) Btw its the 2nd generation. $NVDA $BABA Alibaba on AI chip: -committed to invest RMB380 billion over [--] years in AI -According to the changes in global AI chip supply and policy Ali developed backup plans with different partners jointly developing different forms of supply chain reserves. https://t.co/txb9KDQ3v7 $BABA Alibaba on AI chip: -committed to invest RMB380 billion over [--] years in AI -According to the changes in global AI chip supply and policy"
X Link 2025-08-30T15:11Z [---] followers, [---] engagements
"OpenBench: A useful tool for evaluating LLMs in cyber threat potential You can now assess whether an open-source LLM is free from cyber threats quantitatively so that you can run the model safely on the American tech stack Its open-source. Try to use it💪 We've added CTI-Bench an eval for evaluating LLMs in cyber threat intelligence to OpenBench. Inspired and motivated by Secretary @howardlutnick's vision for safe open source AI. https://t.co/E72K3N15Qa We've added CTI-Bench an eval for evaluating LLMs in cyber threat intelligence to OpenBench. Inspired and motivated by Secretary"
X Link 2025-08-30T19:41Z [---] followers, [----] engagements
"A good article describing Huawei's AI datacenter network architecture: UB MESH a proprietary high-performance interconnect fabric designed to optimize LLM computation. 👇 HUAWEI'S HELLCAT: UB MESH The Unified Bus (UB) is Huawei's proprietary interconnect fabric designed to replace the heterogeneous mix of PCIe NVLink and InfiniBand/RoCE found in traditional systems. It is an ultra-high-bandwidth low-latency network that connects all NPUs and https://t.co/z5xNoIjRFr HUAWEI'S HELLCAT: UB MESH The Unified Bus (UB) is Huawei's proprietary interconnect fabric designed to replace the heterogeneous"
X Link 2025-08-30T19:58Z [---] followers, [---] engagements
"@presstab_dev @GroqInc Can I ask what is this app🤔 Seems very tidy and useful🤔"
X Link 2025-08-30T20:23Z [---] followers, [--] engagements
"@GroqInc Using Gemini deepresearch heavily🤔"
X Link 2025-08-30T20:24Z [---] followers, [--] engagements
"@Jukanlosreve @zephyr_z9 meituan will integrate its LLM into its existing products. In addition Its heard that meituans creating an AI assistant that cover all its services"
X Link 2025-08-31T03:22Z [---] followers, [---] engagements
"MAGA(Make Australia Great Again) The natives across the west have had enough of forced population replacement as anti immigration protests hit Australia https://t.co/zZobuK1neJ The natives across the west have had enough of forced population replacement as anti immigration protests hit Australia https://t.co/zZobuK1neJ"
X Link 2025-08-31T07:38Z [---] followers, [---] engagements
"Modi's China visit normalizes Indo-China relation amidst US trade tensions. Yet both countries remain strategic competitors(or enemy) while India see US as a strategic partner. China views the visit as an opportunity to slowdown the strengthening of India-US strategic relation @EurasiaGroup @EurasiaGroup"
X Link 2025-08-31T09:00Z [---] followers, [---] engagements
"China's semiconductor equipment is currently mainly used in low-end mature-node chip production and is expected to transition to high-end mature-node chip production in the coming years NAURA AMEC PNC Piotech AMC . Local companies are steadily making progress in Chinas semiconductor equipment market. https://t.co/JeO51WmNOE Local companies are steadily making progress in Chinas semiconductor equipment market. https://t.co/JeO51WmNOE"
X Link 2025-08-31T12:56Z [----] followers, [----] engagements
"@racetrack275 I guess applied materials and lam research will be affected in short-term but they could be outperforming ASML in long term as deposition and etching will be growing exponential in the era of 3D-structure(3D nand gaafet)🤔"
X Link 2025-08-31T13:20Z [---] followers, [---] engagements
"@ianbremmer Because of India Modi joining Shanghai cooperation organisation China and India are still strategic competitors and they will never be allies"
X Link 2025-08-31T14:11Z [---] followers, [---] engagements
"@zephyr_z9 Let's ask around. btw Morgan Stanley sometimes give not verified comments"
X Link 2025-09-01T08:47Z [---] followers, [---] engagements
"@JimmyButlerCap There isnt social credit system in Hong Kong yet. lol"
X Link 2025-09-02T06:18Z [---] followers, [--] engagements
"@michaelxpettis Meituan will integrate its LLM into its existing products. In addition Its heard that Meituans creating an AI assistant that covers all its services"
X Link 2025-09-02T07:36Z [---] followers, [---] engagements
"Unitree Robotics' focus is likely on an A-share listing in mainland China "" (IPO Coaching/Pre-listing Guidance) is an A-share Specific Requirement"
X Link 2025-09-02T09:46Z [----] followers, [----] engagements
"And US hyperscalers' revenue growth rate is higher.🤔 wow 210bn vs 447bn. US hyperscalers are investing more than 2x the capex of China hyperscalers. ah no wait those numbers are different currencies. if i only i knew the usd/rmb fx to give you apples to apples. maybe next time. (btw yes we are missing huawei and bytedance here https://t.co/uJ7gY5zPBS wow 210bn vs 447bn. US hyperscalers are investing more than 2x the capex of China hyperscalers. ah no wait those numbers are different currencies. if i only i knew the usd/rmb fx to give you apples to apples. maybe next time. (btw yes we are"
X Link 2025-09-02T12:30Z [---] followers, [---] engagements
"One thing to add: The US government ensured TSMC Fab 16b's construction equipment installation and tuning were complete before terminating VEU authorizations. 1) The Trump administration has informed $TSM to revoke its VEU waiver for its Nanjing fab (12 & 16nm) in China Bloomberg $TSM: TSMC has received notification from the U.S. Government that our VEU authorization for TSMC Nanjing will be revoked effective December [--] [----]. https://t.co/fmbznqWx1d 1) The Trump administration has informed $TSM to revoke its VEU waiver for its Nanjing fab (12 & 16nm) in China Bloomberg $TSM: TSMC has"
X Link 2025-09-02T17:33Z [---] followers, [----] engagements
"It's commendable that leaders Xi and Putin are exploring human longevity to [---] with organ transplants as key China's 'extensive experience' and 'highly efficient operations' in this field certainly offer a 'solid foundation' for such an ambitious goal. Chinese President Xi Jinping commented on the possibility of people living to [---] during a hot-mic moment with his Russian and North Korean counterparts https://t.co/ZHHGwpUlsy Chinese President Xi Jinping commented on the possibility of people living to [---] during a hot-mic moment with his Russian and North Korean counterparts"
X Link 2025-09-03T11:09Z [---] followers, [---] engagements
"@Jukanlosreve I also copy Morgan Stanley's AVGO model for my own use lol"
X Link 2025-09-03T12:07Z [---] followers, [---] engagements
"TSMC's initial CoWoS advanced packaging in [----] costing [--] cents/mm was too expensive. A Qualcomm executive's [--] cent/mm cost target prompted Chiang Shang-yi's team to develop InFO which met this goal emphasizing the need to balance innovation with customer cost expectations. Wow what a banger back story behind CoWoS @rwang07 https://t.co/zu6Ppf2XlG Wow what a banger back story behind CoWoS @rwang07 https://t.co/zu6Ppf2XlG"
X Link 2025-09-03T16:37Z [---] followers, [---] engagements
"Morgan Stanley summarises the specs of Chinas AI chips🤔"
X Link 2025-09-03T17:00Z [----] followers, [----] engagements
"Morgan Stanley mentioned some hypes: [--] demand for Cambricons GPU might not be as robust [--] medium- and small-scale AI developers still prefer H20 over domestic GPUs [--] possibility of launching Blackwell generation RTX Pro 6000D system does not require additional licensing🤔"
X Link 2025-09-03T17:25Z [---] followers, [---] engagements
"The no. of deposition and etching steps per wafer is increasing non-linearly with the number of layers in 3D structures(3D NAND GAAFET) $LRCX $AMAT 👇 $LRCX CFO highlighted that the transition to gate-all-around (GAA) and backside power will be major incremental drivers for Lams etch and deposition business noting that for every 100K wafer starts of capacity built on GAA the companys addressable market expands by about $1 https://t.co/uml2m1lQde $LRCX CFO highlighted that the transition to gate-all-around (GAA) and backside power will be major incremental drivers for Lams etch and deposition"
X Link 2025-09-03T23:04Z [---] followers, [---] engagements
"Morgan Stanley significantly downgraded its projection for China's GPU self-sufficiency by [----] from an earlier estimate of 82% down to 39%. Im wondering whether I should be concerned about NAND companies in the long run. Compared to DRAM NAND has lower technological barriers. Below is data from Morgan Stanley. While Morgan Stanley estimates that Chinas semiconductor self-sufficiency will only reach 26% by [----] https://t.co/xqmmlvH560 Im wondering whether I should be concerned about NAND companies in the long run. Compared to DRAM NAND has lower technological barriers. Below is data from"
X Link 2025-09-04T06:43Z [----] followers, [----] engagements
"The estimate of 82% was reported in their "ChinaAI: The Sleeping Giant Awakens" report in May 2025"
X Link 2025-09-04T06:45Z [---] followers, [---] engagements
"@zephyr_z9 Alright. The sudden downgrade demonstrates how unreliable Morgan Stanleys projection is🤣"
X Link 2025-09-04T06:48Z [---] followers, [---] engagements
"@zephyr_z9 Btw Morgan Stanley revealed that [---] will be released in [----] Q2(if I remember it correctly)"
X Link 2025-09-04T06:50Z [---] followers, [----] engagements
"@rwang07 Therere many rumors () circulating on the Chinese internet(WeChat) claiming that Chinese chips have conquered compatibility issues. Consequently retail investors () are deceived into believing that 1/3 of ByteDance's RMB 140B will be spent on domestic AI chips"
X Link 2025-09-04T08:07Z [---] followers, [---] engagements
"@zephyr_z9 @rwang07 Are you sure about 1/3 of RMB 140B(domestic+international capex) instead of 1/3 of domestic capex budget🤔 The is a huge difference"
X Link 2025-09-04T08:25Z [---] followers, [---] engagements
"$MSFT was committed at the White House AI Education Task Force to support the Presidential AI Challenge. AI is the defining technology of our time and how we empower people to use it will shape our nation's future. Thank you to @realDonaldTrump and @FLOTUS for making this a national priority. At Microsoft we're committed to doing our part with new initiatives to empower https://t.co/2MBnge2CHx AI is the defining technology of our time and how we empower people to use it will shape our nation's future. Thank you to @realDonaldTrump and @FLOTUS for making this a national priority. At Microsoft"
X Link 2025-09-04T18:30Z [---] followers, [---] engagements
"SiCarrier will showcase its EUV light source system including its parameter in the Chinas 13th Semiconductor Equipment Components and Materials Exhibition Unluckily too busy to attend the exhibition🫠🫠"
X Link 2025-09-05T05:08Z [---] followers, 24K engagements
"@Jukanlosreve I was invited by some exhibitors telling me that there will be EUV light source system. Even its true I doubt how stable the light source is.🤔 A cap screen from a WeChat source"
X Link 2025-09-05T05:23Z [----] followers, [----] engagements
"lol $SBUX China business is valued at 10x EV/EBITDA. I frequently visit Shenzhen Starbucks but no one sits at the tables. In contrast Hong Kong Starbucks are packed. I guess weak Chinas consumption power is one of the reasons🤔 Bidders for $SBUX China business are offering up to $5bn for it or 10x EBITDA in-line with Luckin Coffees 10x valuation. Meanwhile Starbucks itself is trading at 20x EBITDA LOL why Research valued that China business at $40bn+ at some point. 🤡-show ☕ https://t.co/3CsQqx3p2f Bidders for $SBUX China business are offering up to $5bn for it or 10x EBITDA in-line with"
X Link 2025-09-05T08:47Z [---] followers, [---] engagements
"Venezuela's Maduro is truly a strategic genius practically fast-tracking his own secure and permanent retirement plan😂 Two Venezuelan F-16 Fighting Falcon fighter jets buzzed the USS Jason Dunham an Arleigh Burke-class guided missile destroyer stationed in the Caribbean. https://t.co/a7zxIs7nG7 Two Venezuelan F-16 Fighting Falcon fighter jets buzzed the USS Jason Dunham an Arleigh Burke-class guided missile destroyer stationed in the Caribbean. https://t.co/a7zxIs7nG7"
X Link 2025-09-05T10:09Z [---] followers, [---] engagements
"Official government websites nationwide collectively published the statement 'the current valuation of the Chinese stock market is reasonable' after market close today It's always comforting when the government clarifies what investors should be thinking not the market itself🤔 https://t.co/2u7SdTZEYs https://t.co/2u7SdTZEYs"
X Link 2025-09-05T11:09Z [----] followers, [----] engagements
"Gap between Mag [--] and S&P [---] earnings growth is closing🤔 GS: Gap between Mag [--] and S&P [---] earnings growth https://t.co/yLylYDEz60 GS: Gap between Mag [--] and S&P [---] earnings growth https://t.co/yLylYDEz60"
X Link 2025-09-05T11:30Z [---] followers, [---] engagements
"@zoomyzoomm $SNPS designs chips using generative AI🤔"
X Link 2025-09-05T12:04Z [---] followers, [--] engagements
"The Pentagon is deploying [--] F-35 fighter jets to a base in Puerto Rico as part of operations against Venezuelas drug cartels. F-35 is needed to get around the drug cartels interceptors and S-300s😎 Need to get around the drug cartels next gen interceptors and S-300s. Need to get around the drug cartels next gen interceptors and S-300s"
X Link 2025-09-05T14:57Z [---] followers, [---] engagements
"A full list of leaders from the largest US tech companies who had dinner at the White House last night We shall express our profound appreciation for their support in strengthening American technology and AI tech stack 👇 CEOs and leaders from the largest tech companies in the United States had dinner at the White House last night and talked about how much they're investing in the US Here's some of the people who were there https://t.co/mqFhM4bVNK - Meta CEO Mark Zuckerberg - Meta Chief AI CEOs and leaders from the largest tech companies in the United States had dinner at the White House last"
X Link 2025-09-05T18:54Z [---] followers, [---] engagements
"Morgan Stanley significantly cut Chinas local GPU revenue in 2025/26/27 by more than 50% due to challenging issues in SMICs advanced node capacity expansion. Previous numbers are 146107/212023/286567 vs current estimates 58457/94087/136082 Morgan Stanley: This year SMIC will start at [----] 12-inch wafers per month increasing to [-----] next year and [-----] in [----] for AI semiconductors. Morgan Stanley: The wafer yield of the 910B that SMIC is currently producing is around 30%. https://t.co/jUIgrPmsDM Morgan Stanley: This year SMIC will start at [----] 12-inch wafers per month increasing to 13000"
X Link 2025-09-06T06:26Z [----] followers, [----] engagements
"@zephyr_z9 lol Baidu is not included😎"
X Link 2025-09-06T15:39Z [---] followers, [---] engagements
"@sundeep @realDonaldTrump America will surely win Btw did President Trump ask you how much Grok will invest in coming years Lol"
X Link 2025-09-06T19:44Z [---] followers, [---] engagements
"Without Korean or American HBM China cant build AI accelerators even if they can produce enough 910C dies. Thank you Samsung👍 SemiAnalysis just wrote an incredible piece. Thats right Without Korean or American HBM China cant build AI accelerators even if they can produce enough 910C dies. https://t.co/pNiIauhLPC SemiAnalysis just wrote an incredible piece. Thats right Without Korean or American HBM China cant build AI accelerators even if they can produce enough 910C dies. https://t.co/pNiIauhLPC"
X Link 2025-09-08T10:28Z [----] followers, [----] engagements
"Both MS and SemiAnalysis expect a rapid ramp-up of SMIC capacity with SemiAnalysis's [----] production volume forecast at 1.4x MS's. Morgan Stanley said last monday that SMIC's impacted by a shortage of testing equipment for the next 6-12 month. This could explain the difference. @rwang07 This is quite different estimation of SMIC capacity between MS and SemiAnalysis. What do you think about @rwang07 This is quite different estimation of SMIC capacity between MS and SemiAnalysis. What do you think about"
X Link 2025-09-08T11:31Z [----] followers, [----] engagements
"This was what Morgan Stanley said on last Mondays meeting a regular weekly Marco meeting discussing Chinas Marco. Morgan Stanley: SMIC is impacted by a shortage of testing equipment leading to low yield rates. Short-term advanced node capacity expansion will be challenging and the supply of domestically produced chips is expected to remain insufficient for the next 6-12month Morgan Stanley: SMIC is impacted by a shortage of testing equipment leading to low yield rates. Short-term advanced node capacity expansion will be challenging and the supply of domestically produced chips is expected to"
X Link 2025-09-08T11:34Z [---] followers, [---] engagements
"Morgan Stanley latest comment on SMICs 7nm capacity: SMICs AI chip capacity ramp-up faces bottlenecks from US-made equipment shortages leading to decreased yield and increased costs. from the MSs China AI chip and capexmeeting"
X Link 2025-09-09T01:37Z [---] followers, [---] engagements
"Morgan Stanley: Alibaba: [----] CapEx [--] billion CapEx heavy NVIDIA GPU + Chip procurement is diversified Tencent: [----] CapEx [---] billion focused on WeChat AI integration not To B. Baidu: CapEx may decrease prioritizing internal R&D over external procurement"
X Link 2025-09-09T01:57Z [----] followers, [----] engagements
"@mattsheehan88 Gov always has the authority to define the meaning of the adoption rate afterward especially when the term is vague just as they have done when declaring complete victory" in the fight against poverty 😎😎😎"
X Link 2025-09-09T04:02Z [---] followers, [--] engagements
"@Jukanlosreve Finally $MU is lagging behind"
X Link 2025-09-09T23:58Z [---] followers, [---] engagements
"A dozen Russian drones brazenly probe a NATO border a clear test and the alliance merely observes. Time to rename it NACO (NATO Always Chicken Out) 😎😎😎😎 This is more than a careless navigation error from the Russians. At least a dozen drones appear to have crossed into Poland. It would be better described as probing - in case NATO establishes bases in eastern Poland to support a future presence in Ukraine. This is more than a careless navigation error from the Russians. At least a dozen drones appear to have crossed into Poland. It would be better described as probing - in case NATO"
X Link 2025-09-10T07:40Z [---] followers, [---] engagements
"Hanmis new 2.5D big-die TC/FC bonder unveiled in SEMICON Taiwan😎 Hanmi Semiconductor has officially entered the 2.5D packaging market by unveiling a new 2.5D big-die TC/FC bonder for AI semiconductors at SEMICON Taiwan. Unveiling new equipment supporting large-scale 120mm x 120mm interposer packaging and the TC Bonder [--] for HBM4 production Hanmi Semiconductor has officially entered the 2.5D packaging market by unveiling a new 2.5D big-die TC/FC bonder for AI semiconductors at SEMICON Taiwan. Unveiling new equipment supporting large-scale 120mm x 120mm interposer packaging and the TC Bonder 4"
X Link 2025-09-10T09:45Z [---] followers, [----] engagements
"@Jukanlosreve Yeah I've heard that. I'm just excited by its progress. And I think what pissed off Hanmi is the impacts on Hanmi's HBM stacker bonders but not the new 2.5D big-die bonder🤔"
X Link 2025-09-10T10:54Z [---] followers, [---] engagements
"@pandawatch88 @rbecon223 this website asset allocation and yield info. I guess the info is in the financial statements Anyway its treasury is in HK. https://m.huxiu.com/article/4741915.html https://m.huxiu.com/article/4741915.html"
X Link 2025-09-10T12:20Z [---] followers, [---] engagements
"@zephyr_z9 Researching who the major AI customers are.🤔 VeriSilicon has denied ByteDance and VeriSilicon have no AI chip-related cooperation.🤔"
X Link 2025-09-11T10:36Z [---] followers, [--] engagements
"@zephyr_z9 VeriSilicon has denied ByteDance and VeriSilicon have AI chip-related cooperation.🤔"
X Link 2025-09-11T10:37Z [---] followers, [--] engagements
"@zephyr_z9 Yeah. That's why men should consider buying AMD strategically"
X Link 2025-09-11T10:53Z [---] followers, [---] engagements
"60% of AI revenue from Royalty / Turnkey Sale(mass production). AI customers are tech giants system OEMs and vertical domain(AI PCs AI phones smart cars and industrial robots)🤔 Huawei Hisilicon and Alibaba are its major customers.🤔 $BABA ASIC is driving up VeriSilicons revenue🤔 VeriSilicon announced record new orders(RMB 1.205B) up 85.88% year-on-year with AI computing power accounting for 64% from July 1st to September 11th 2025🤔 https://t.co/rh6J1u7TPv ASIC is driving up VeriSilicons revenue🤔 VeriSilicon announced record new orders(RMB 1.205B) up 85.88% year-on-year with AI computing"
X Link 2025-09-11T11:58Z [---] followers, [----] engagements
"Caixin: Internet Giants and State-Owned Enterprises Likely to Miss First Stablecoin License Applications. China government "discouraged" Internet Giants from doing crytocurrency business. The article has since been removed (possibly due to political pressure). 🤔🤔 $BABA $JD https://t.co/kn4Oz5FDVQ https://t.co/kn4Oz5FDVQ"
X Link 2025-09-11T14:00Z [---] followers, [----] engagements
"Tariffs are materially weighing on consumer prices and input prices. Input price inflation pressure is still transmitting to consumer price expect inflation will be rising🤔"
X Link 2025-09-11T14:15Z [---] followers, [---] engagements
"@Jukanlosreve @I_Leak_VN Superior is a bit vague H20 is GPU while Zhenwu is ASIC not an Apple-to-apple comparison. Just like you wont say TPU v7 is superior to H200 and CloudMatrix [---] is superior to GB200 NVL72🤔"
X Link 2025-09-12T06:19Z [---] followers, [---] engagements
"Broadcom skipped the 26th China International Optoelectronic Expo / Semi China. Maybe I should go to Semicon Taiwan next year where the real party is🤔"
X Link 2025-09-12T09:02Z [---] followers, [----] engagements
"@Jukanlosreve @ilov3bu5h Can you apply for Stock Connect to buy China stocks🤔 I thought interactive brokers supported it"
X Link 2025-09-12T09:30Z [---] followers, [---] engagements
"PDD cuts iPhone 17s price from RMB [----] to RMB5099(USD [---] to USD 716) in China😎 pdd59995099🫨 https://t.co/RK44gze7d1 pdd59995099🫨 https://t.co/RK44gze7d1"
X Link 2025-09-12T12:06Z [---] followers, [----] engagements
"GMC Semi and Jicun Semi are added to the Entity List for acquiring US semi manufacturing equipment for SMIC. GMC and Jicun: related entities controlled by . They acquired and "refurbished" US equipment and sold it to SMIC🤣 Could impact SMIC's 7nm yield🤔"
X Link 2025-09-13T13:05Z [----] followers, [----] engagements
"It's perfectly reasonable for US semiconductor equipment producers to sell to an 'international brand equipment refurbishment company' instead of fabs. Our deepest gratitude for truly making China's semiconductor industry great again $AMAT $LRCX $KLAC GMC Semi and Jicun Semi are added to the Entity List for acquiring US semi manufacturing equipment for SMIC. GMC and Jicun: related entities controlled by . They acquired and "refurbished" US equipment and sold it to SMIC🤣 Could impact SMIC's 7nm yield🤔 https://t.co/ZJNSab8VFl GMC Semi and Jicun Semi are added to the Entity List for acquiring"
X Link 2025-09-13T13:38Z [---] followers, [---] engagements
"@Jukanlosreve Source"
X Link 2025-09-14T23:41Z [---] followers, [---] engagements
"@Jukanlosreve Demand for B40 is very strong. Alibaba will decrease Q3 capex QoQ. for some reason😂"
X Link 2025-09-16T08:23Z [---] followers, [---] engagements
"Morgan Stanleys Adam Jonas on Teslas FSD: He sustained hands-off driving across an almost 12-hour period. While the driver must remain attentive keep hands ready to take control and be legally responsible at all times in L2-car. Did he violate US law🤔🤔🤔🤔🤔 $TSLA"
X Link 2025-09-16T11:57Z [---] followers, [----] engagements
"Labubu is now seeing its second-hand prices plummet. Some scalpers are lamenting that the hidden editions which once sold for over RMB [-----] yuan can now only fetch a maximum of [---] yuan. Finally these creepy monsters😎😎😎"
X Link 2025-09-16T13:26Z [----] followers, 21.5K engagements
"@ChrisRinvesting @pandawatch88 I want to see his comment as well😎"
X Link 2025-09-16T17:43Z [---] followers, [---] engagements
"@pandawatch88 maybe from US Morgan Stanley noted that there is huge interest from US institutions🤔"
X Link 2025-09-17T02:29Z [---] followers, [---] engagements
"@Jukanlosreve Yesterday people says China isnt interested in 6000D. Today CAC told companies including ByteDance and Alibaba this week to end their testing and orders of the RTX Pro 6000D🤣 Demand for any Nvidia GPU is strong"
X Link 2025-09-17T08:53Z [---] followers, [----] engagements
"@folduniverse @Jukanlosreve Nah China is very happy with its Number [--] position 🤔"
X Link 2025-09-20T06:03Z [---] followers, [--] engagements
"@pandawatch88 I guess a merger is unlikely due to the regulatory complexities🤔 a deeper strategic partnership is possible though"
X Link 2025-09-20T07:29Z [---] followers, [--] engagements
"@Charbax @PatrickMoorhead A good quality knock-off AirPod costs you USD [--] in Shenzhen China. I think it gives you an idea of the cost Today I went to Shenzhen Huaqiangbei () and at a retail store selling knock-off AirPods the AirPods were only USD 20-25 but the sound quality was just as good as the genuine ones🤔 (I support genuine products) https://t.co/T6892mz7uW Today I went to Shenzhen Huaqiangbei () and at a retail store selling knock-off AirPods the AirPods were only USD 20-25 but the sound quality was just as good as the genuine ones🤔 (I support genuine products)"
X Link 2025-09-20T17:03Z [---] followers, [--] engagements
"@pandawatch88 Problems are everywhere In addition this company has no competitive edge as there are lots of good quality sockets in meituan and JD. We dont need to choose it anymore🤔 Doubt that the margins will be sustained"
X Link 2025-09-21T07:51Z [---] followers, [---] engagements
"In the Sahara right now. Super hot. I got to hang out with a camel those grumpy-looking dudes are actually pretty cool to ride. Honestly I don't think I want to go back to Hong Kong. It's so vast and open here who wants to see a concrete jungle anymore😎"
X Link 2025-09-21T18:03Z [---] followers, [---] engagements
"@zephyr_z9 @rwang07 be rich establish a fund company then buy STAR stocks though stock-connect 😎"
X Link 2025-09-22T10:20Z [----] followers, [---] engagements
"Todays rumor is SMEE has manufactured an EUV litho machine. Well Its an EUV 2-mirrored micro-field(Actinic) litho system primarily used for testing photoresist/photomask/image rather than making chips In contrast ASMLs EUV is 6-mirrored full-field step-and-scan🤔"
X Link 2025-09-23T10:05Z [----] followers, 31.9K engagements
"@TShirtnJeans2 China has been using its EUV 2-mirrored litho system for [--] years. It's not a sign of progress just based on the photo. SMEE is no longer undertaking the main lithography machine's breakthrough tasks. There are other companies trying"
X Link 2025-09-23T10:31Z [----] followers, [----] engagements
"@OmerCheeema It's difficult to short a stock in China. Even if you can short it there is no telling when the stock will fall and could take multiple years🤣"
X Link 2025-09-23T10:35Z [---] followers, [---] engagements
"@TShirtnJeans2 EUV light source. The purpose of inventing the system in [--] year ago to investigate the properties of [--] mirrored mirco-field EUV system and improve it. Its now using it to testing materials and images. Yet Chinas EUV source is far from stable and of high-power"
X Link 2025-09-23T12:25Z [---] followers, [--] engagements
"In China valuation is just a theoretical concept. And we dont need analysts😎 As of mid-September the average price-to-earnings (P/E) ratio for the STAR [--] Index was 180x for the STAR [---] Index it was 280x and for the STAR [---] Index it was 310x😎 PE [--] [------------------] https://t.co/G1GU3h4LuQ PE [--] [------------------] https://t.co/G1GU3h4LuQ"
X Link 2025-09-24T08:59Z [----] followers, [----] engagements
"Chinas CPI index is a bad inflation index as Chinas CPI measures the full price of goods irrespective of the discount on goods. GDP deflation is a much better measure. It reveals that China has been in deflation for nearly [--] years. CPICPIGDP CPI - https://t.co/kFPrtKSlLb CPICPIGDP CPI - https://t.co/kFPrtKSlLb"
X Link 2025-09-24T14:46Z [----] followers, [---] engagements
"China's HBM production is bottlenecked by front-end DRAM. Dram is restricted to 18nm due to lack of advanced equipment. They try DUVi+MP to produce near 1a-level for DDR5 die. Back-end(packaging) issue is solely yield and time is required to improve HBM 4/8/12H stack's yields. @FarisSbahi It appears that CXMT is struggling with the mass production of DDR5. @FarisSbahi It appears that CXMT is struggling with the mass production of DDR5"
X Link 2025-09-25T10:55Z [----] followers, [----] engagements
"YMTC completed joint-stock company reform YMTC held the inaugural meeting for its joint-stock company where the first board of directors was elected. This stock reform is the precursor for some enterprises seeking an IPO Best listing place is mainland China not HK😎"
X Link 2025-09-25T14:53Z [----] followers, [----] engagements
"Marked HBM in a phone I'm sure all those 'doom and gloom' stories about physics will age like milk for Huawei😎 We will come back to that when Huawei releases Huawei Mate 80😎 @RYANHINGSHING They're about to put HBM in tablets of all devices. All the doom and gloom stories on China's semi manufacturing capabilities and capacity usually age as poorly as milk. https://t.co/pkBGMzHzvC @RYANHINGSHING They're about to put HBM in tablets of all devices. All the doom and gloom stories on China's semi manufacturing capabilities and capacity usually age as poorly as milk. https://t.co/pkBGMzHzvC"
X Link 2025-09-25T20:07Z [----] followers, [----] engagements
"@Jukanlosreve lol🤣 Morgan Stanley reveals in a meeting and latest memo that SMICs yield on ascend 910C is 5% Consistent with techinsights analysis🧐"
X Link 2025-09-26T04:23Z [----] followers, [----] engagements
"Chinese regulators require domestic chip manufacturers to list in mainland China in order to better control the types of investors who can purchase shares. CXMT followed the regulatory authorities' suggestion and adjusted its Hong Kong IPO to an A-share listing. @zephyr_z9 IFRIPOA IPO IFRIPOA IPO"
X Link 2025-09-26T06:28Z [----] followers, [----] engagements
"Foreign retail investors will not be able to buy these STAR stocks🤔"
X Link 2025-09-26T06:30Z [----] followers, [---] engagements
"Morgan Stanley's meeting on Alibaba T-Head Baidu Kunlun: - Export controls: TSMC and Samsung cannot produce chips for them since Jan [----] -accumulated stock is minimal -Migration to SMIC takes 1-2 years - $BABA and $BADU rely on imported chips to fulfill demand"
X Link 2025-09-26T10:32Z [----] followers, 19.4K engagements
"Morgan Stanley's meeting on Ascend [---] series: With SMIC's process [---] experience 30% reduction in F16 computing power. For the same computing power the SMIC version consumes about 30% more power than the TSMC version Is he talking about TSMC's 5nm vs SMIC's 7nm here🧐"
X Link 2025-09-26T11:32Z [----] followers, [----] engagements
"@pandawatch88 Yeah It's easy for long/short fund to earn money if you know these facts.🧐 In US market it's easy to earn money by buying index fund and then go to sleep🤣"
X Link 2025-09-26T12:23Z [----] followers, [---] engagements
"@RuggedByChoice @Jukanlosreve No. international investors are not allowed to buy STAR market stocks through Stock Connect unless you are institutional investor"
X Link 2025-09-26T13:53Z [----] followers, [--] engagements
"Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & 19.9% ByteDance. Therefore US investors are operators not owners"
X Link 2025-09-26T14:33Z [----] followers, 249.9K engagements
"Bloomberg: [--]. ByteDance get 50% profit of US operation [--]. ByteDance will receive a license fee of on all revenue generated from algo Consistent with the graphs🤔 Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & 19.9% ByteDance. Therefore US investors are operators not owners https://t.co/ptQe5NUF46 Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS:"
X Link 2025-09-26T14:48Z [----] followers, [----] engagements
"Xijin Hu(representing China) verified that [--]. ByteDance owns algo will get licensing fee. [--]. ByteDance will authoriser of US operation. [--]. US are authorised operators consistent with the graphs🤔 Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & 19.9% ByteDance. Therefore US investors are operators not owners https://t.co/ptQe5NUF46 Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP"
X Link 2025-09-26T14:55Z [----] followers, [----] engagements
"@bin_qian The algo licensed by ByteDance decides what American TikTok users see. US partially-controlled USDS check whether the algo is safe and protect US users data and privacy. 20% of USDS earnings goes to ByteDance for license. The remaining profits goes to shareholders"
X Link 2025-09-26T18:05Z [----] followers, [---] engagements
"@pc101101 Consistent with the Graph. New investors are US investors(50%) existing ByteDance(30%) are actually US investors(Chinese version has indicated this) so JV is effectively controlled by US persons. Remaining ByteDance is 19.9%"
X Link 2025-09-26T20:33Z [----] followers, [---] engagements
"@robleclerc ByteDance China controls algo. JV controlled by US will check whether algo is safe"
X Link 2025-09-26T20:35Z [----] followers, [----] engagements
"@pc101101 Everything is very clearly. Please read the EO AIs reply and my replies carefully to understand the consistency thank you https://grok.com/share/bGVnYWN5LWNvcHk%3D_a51217c4-15af-40fc-b2d4-659a6f1d144c https://grok.com/share/bGVnYWN5LWNvcHk%3D_a51217c4-15af-40fc-b2d4-659a6f1d144c"
X Link 2025-09-26T21:42Z [----] followers, [--] engagements
"@pc101101 Now I'm sure you are mentally deficient or that your English level is much lower than a person from Hong Kong's. Suit yourself bye"
X Link 2025-09-26T22:18Z [----] followers, [--] engagements
"@pc101101 @SolomonYue I dont speak on behalf of ByteDance or CCP. I made it very clear that TikTok US will operated but not owned by TikTok USDS JV. And USDS JV will be controlled by US. Its consistent with Trumps EO Bloomberg Caixin and Xijin Hu"
X Link 2025-09-26T22:58Z [----] followers, [---] engagements
"@UncleSam303 @LisaSu @MorganStanley 🤣 MS mentioned that R2 would come out in May [----] which is wrong as well🤣"
X Link 2025-09-27T00:18Z [----] followers, [--] engagements
"@Jukanlosreve Not investment advice. Ali: if you believe cloud in 2022-2032 10x compute power 30% growth in [----] give 6x P/S to it. 12x P/E to e-commerce. SOTP HKD175 The problem is do you believe the growth rate EBITA 9% do you think the investment risk is well compensated by return"
X Link 2025-09-27T05:32Z [----] followers, [----] engagements
"@Jukanlosreve Tencent: Cloud/Business(5x P/S)account for 5% its total value. Value comes from gaming(19x 37% of total value) advertising(25x 27%) fintech(18x. 18%) SOTP 700HKD. Advertising is driven by AI and short video. valuation isnt that high and downside risk is lower"
X Link 2025-09-27T05:44Z [----] followers, [---] engagements
"@Jukanlosreve And all 18x-25x P/E comes from high growth. On the other hand giving 12x to Alis 12x E-commerce is due to its matured business and under high competition environments and EBITA not growing fast. I would choose Tencent in this case"
X Link 2025-09-27T05:47Z [----] followers, [---] engagements
"@Jukanlosreve You can ask @pandawatch88 . He is the real expert on Chinas TMT🤣"
X Link 2025-09-27T05:49Z [----] followers, [---] engagements
"@Jukanlosreve @pandawatch88 Besides growth you Can look at EBITA of cloud. 9%. I guess EBITA will lower than 10% in coming years compared to AWS/Azures 40%. 6x P/S seems very optimistic. And of course if you are very long-term investor believing 10x computing power. This stock might be justified. Oh shit. $BABA cloud's growth at an astonishing 26% But why is its EBITA margin so low https://t.co/U5c5O9D2Bs Oh shit. $BABA cloud's growth at an astonishing 26% But why is its EBITA margin so low https://t.co/U5c5O9D2Bs"
X Link 2025-09-27T06:14Z [----] followers, [---] engagements
"@zephyr_z9 Common misconception🤔 Lots of chinese investment banks analysts really think that ad targeting relies on LLM and they have written lots of reports about it lol Small transformer encoders are enough🤔"
X Link 2025-09-27T13:10Z [----] followers, [---] engagements
"2) If you believe demand for Chinas data center is so strong and $GDS continues to received $BABA long-term contract. GDS could continue building data centers and are able to capitalize its business at 16x EV/EBITDA"
X Link 2025-09-27T15:47Z [----] followers, [---] engagements
"The production volume of Ascend 910C is much lower than expected Huawei's planned [------] vs Morgan Stanley's forecast [------] SMIC is now bottlenecked by a shortage of American CVD etching and testing equipments. seems that Semianalysis was too optimistic🤔 I was right again. BBG: Huawei plans to mass-produce [------] units of the 910c next year https://t.co/YlyNSBIS2q I was right again. BBG: Huawei plans to mass-produce [------] units of the 910c next year https://t.co/YlyNSBIS2q"
X Link 2025-09-29T10:29Z [----] followers, 29.4K engagements
"https://youtu.be/vvlE8-MzxyA https://youtu.be/vvlE8-MzxyA"
X Link 2025-09-29T17:36Z [----] followers, [---] engagements
"A very insightful interview with Dylan Patel on China's semiconductor and AI chips😎 Hope that investment bank analysts refer to this video before writing reports😎"
X Link 2025-09-29T17:47Z [----] followers, [---] engagements
"Cambricon announced that the company issued [-------] A-shares to specific entities at an issue price of RMB [-------] per share raising a total of RMB [-----] billion in funds Lets cash in on retail investors for Chinas AI development😎 A333.491195.0239.853217.1339.53 A333.491195.0239.853217.1339.53"
X Link 2025-09-30T10:28Z [----] followers, [----] engagements
"@pandawatch88 Any concrete reason for seeing US sanctions coming for Alibaba And how to do it🤔"
X Link 2025-09-30T12:07Z [----] followers, [---] engagements
"Goldman Sachs didnt expect that Cambricon will be bottlenecked by shortage of wafers and HBM and expecting that revenue grows explosively from 2026-2030. Its target price depends on [----] earnings Very different from the SemiAnalysiss view🤔"
X Link 2025-09-30T19:31Z [----] followers, [---] engagements
"@hedgedworld @zijing_wu Yes hundreds of quants were detained and some went to jail😂 Many long-short quant funds went bankruptcy in [----] as China suddenly prohibited quant funds from short selling🤔"
X Link 2025-10-01T10:51Z [----] followers, [--] engagements
"GPT-OSS becomes the dominant open-source model in Hugging Face now.🤔 I guess its direct competitor will be Qwen as $BABA is releasing lots of powerful open-source models🤔 GPT-OSSHuggingfaceDeepseek R1V3.1 https://t.co/kk3z6A6F7s GPT-OSSHuggingfaceDeepseek R1V3.1 https://t.co/kk3z6A6F7s"
X Link 2025-10-01T11:48Z [----] followers, [----] engagements
"Morgan Stanley says global equities are mostly overvalued. China should be 11x fwd (vs 13x today) and Japan 14x fwd (vs 16x). A bit high maybe time to invest in undervalued Europe now🤔 In equity strategy news MS says that the market is wrong because the current index PE has gone above their target PE. China should be 11x fwd (vs 13x today) and Japan 14x fwd (vs 16x). Ok lah. https://t.co/EpUXFJWApE In equity strategy news MS says that the market is wrong because the current index PE has gone above their target PE. China should be 11x fwd (vs 13x today) and Japan 14x fwd (vs 16x). Ok lah."
X Link 2025-10-01T14:37Z [----] followers, [---] engagements
"@Alex_Intel_ @rwang07 Lower than SemiAnalysis in terms of wafer capacity But SemiAnalysis also included HBM dies estimate which is important for estimating actual no. of Huawei chips production Hope that these brokers will include HBM estimate as well"
X Link 2025-10-01T16:52Z [----] followers, [---] engagements
"On 2/10/2025 Morgan Staney's Laura Wang: We are still relatively optimistic about China equity🤔 On 30/9/2025 MS: not be sustainable. China should be 11x fwd (vs 13x today)🤔 On 9/8/2025 MS: cautious on China equity market🤔 MS's opinion is as volatile as the market🤔 In equity strategy news MS says that the market is wrong because the current index PE has gone above their target PE. China should be 11x fwd (vs 13x today) and Japan 14x fwd (vs 16x). Ok lah. https://t.co/EpUXFJWApE In equity strategy news MS says that the market is wrong because the current index PE has gone above their target"
X Link 2025-10-02T09:09Z [----] followers, [----] engagements
"@Jukanlosreve Of course he want to force Western firms do the same. Phison invented Aidaptiv+ which is similar to Huawei's UCM to reduce the dependence of HBM and dram.😅 Some claims are optimistic or overstated🤔 https://x.com/RYANHINGSHING/status/1955198397113151853 2) Similar to phison()s Aidaptive+(no surprise) UCM could offloads data to SSD to reduce the use of HBM but UCM specifically offloads some KV Cache data to cheaper but much slower memory tiers such as dram and ssd. No concept is new and transformative. https://x.com/RYANHINGSHING/status/1955198397113151853 2) Similar to"
X Link 2025-10-02T12:59Z [----] followers, [----] engagements
"@Jukanlosreve aiDAPTIV+: [--] hybrid hardware and software solution [--] handle AI models by offloading the bulk of model weights and other data structures (like the KV Cache) to the much larger and more affordable SSD [--] free up some HBM - it's hoping western firms to adapt its solution"
X Link 2025-10-02T13:08Z [----] followers, [---] engagements
"Samsung Electronics has reportedly been evaluating FST pellicle. Comment: pellicles EUV transmittance and durability are important. FST is developing it. 👇 Samsung Electronics is currently producing advanced semiconductors using ASML's EUV equipment but has not used pellicles. This is because there were no suitable products. Samsung Electronics has reportedly been evaluating FST pellicle prototypes since early this year Samsung Electronics is currently producing advanced semiconductors using ASML's EUV equipment but has not used pellicles. This is because there were no suitable products."
X Link 2025-10-02T14:24Z [----] followers, [---] engagements
"@BecomeFranklin I just realise that youre a franklin's die hard fan👍"
X Link 2025-10-02T17:26Z [----] followers, [--] engagements
"Geminis nano banana is likely one-time hype🤔 Still loving $ADBE and Meitu😎 [--] days later. I was curious to check. https://t.co/3jTB3dbbfm [--] days later. I was curious to check. https://t.co/3jTB3dbbfm"
X Link 2025-10-03T10:20Z [----] followers, [---] engagements
"There are lots of false rumours about breakthroughs in Chinas semi industry. One of them is that Shanghai Micro Electronics Equipment(SMEE) had developed an extreme ultraviolet lithography machine and displayed it at a major trade show in Shanghai which is obviously false. A false rumor about a breakthrough chip machine fueled a rally in Chinese tech stocks showing how eager investors are for signs of progress https://t.co/JkDM9yLe4c A false rumor about a breakthrough chip machine fueled a rally in Chinese tech stocks showing how eager investors are for signs of progress"
X Link 2025-10-03T17:49Z [----] followers, 13.8K engagements
"@zephyr_z9 mint a coin and then deposit this coin with the Federal Reserve and use the credit it represents to buy back US debt held by the Fed😎"
X Link 2025-10-03T18:56Z [----] followers, [---] engagements
"@Jukanlosreve @Compart42 That his ac was restricted was not directly related to claims on education. It was because of him spreading "negative thoughts" on platforms frequently and the gov started the ClearGovernance of Typical Problems of Algorithms on Network Platforms https://www.bbc.com/zhongwen/articles/cjw712wqg8jo/simp https://www.bbc.com/zhongwen/articles/cjw712wqg8jo/simp"
X Link 2025-10-05T11:03Z [----] followers, [---] engagements
"Try to model $DUOL s financials Assume 2025/2026/2027 MAU +24%/24%/18% paid rate 8.5/9.4/9.9% ARPU +21%/5%/5% Then 2027s earnings will be $0.56B With a market cap of $14.7B the company has no room for error in its strategy execution Love this chicken but not its price🤔"
X Link 2025-10-06T16:55Z [----] followers, [----] engagements
"Morgan Stanley raised SMICs TP from [--] to 117HKD citing that DeepSeek V3.2-Exp reduces API price by 50%. Therefore Goldman Sachs raised 2028/2029s EPS by 0.3%/0.5% WTF Raising TP by 20% with insignificant EPS improvement🤨🤨"
X Link 2025-10-06T17:43Z [----] followers, [---] engagements
"Oh I just realise that GS raised its target price for Semiconductor Manufacturing International Corporation (SMIC) for the fourth time in the past month WITHOUT SIGNIFICANTLY RAISING ITS EPS🤨🤨🤨🤨🤨🤨🤨🤨"
X Link 2025-10-06T17:48Z [----] followers, [---] engagements
"Guosen Securities recommended these stocks as beneficiaries of AI I guess MongoDBElasticGitLab are the companies that could be more easily disrupted by AI Seems Unity Shopify Crowdstrike Palantir and Adobe are less likely to be disrupted🤔 $U $SHOP $CRWD $ADBE $PLTR"
X Link 2025-10-06T18:44Z [----] followers, [---] engagements
"Chinas exports of electric vehicles solar panels batteries and other carbon-cutting technology has been climbing for years. The amount surpassed US export of oil and gas Not Apple-to-Apple but still impressive China earns more exporting clean energy tech than the US earns from oil and gas exports. https://t.co/hBR1yDz7IN China earns more exporting clean energy tech than the US earns from oil and gas exports. https://t.co/hBR1yDz7IN"
X Link 2025-10-06T19:17Z [----] followers, [---] engagements
"That is a triple-win. OpenAI: gains 10% equity = $33B financing and could be rising in future. AMD: get $50B gross profit and higher valuation meaning less financing cost Investor: the stock price(or EPS) should have been diluted by 10% but it rocketed by 23% last night. Some back of the envelope calculations on $AMD OpenAI deal. MI450 TDP: 1.2kW Total GPUs for 6GW data center: 6GW/1.2KW = 5M units Price per GPU: $20000 (lower end of pricing) AMD revenue: $100B AMD gross profit (50% margin): $50B 160M shares = 10% of AMD equity = $21B (Friday Some back of the envelope calculations on $AMD"
X Link 2025-10-07T11:37Z [----] followers, [---] engagements
"oracles loss from rentals of blackwell chips: I believe accounting timing mismatch is the answer: oracle starts depreciating Blackwell GPU whenever the server is available for use but havent recognise accounting revenue yet as time is needed for rampup of revenue. $ORCL taking a hit headline on $NVDA GPU rentals makes it sound like the whole AI cloud strategy is flopping but thats pure FUD. Oracle spent billions upfront on racks of Nvidia chips power & networking before the revenue fully kicked in. Those costs hit the books https://t.co/pWRImAuw3r $ORCL taking a hit headline on $NVDA GPU"
X Link 2025-10-07T17:19Z [----] followers, [----] engagements
"Basic accounting 101👍"
X Link 2025-10-07T17:19Z [----] followers, [---] engagements
"Oh my god TSMC is losing money on new 2nm chip ramp It has negative gross margin Everyone please sell the stock so that I can buy it at a discount SCOOP: TSMC IS LOSING MONEY ON NEW 2NM CHIP RAMP THERE ARE NEGATIVE GROSS MARGINS ON A NEW PRODUCT THERE ARE NO CLEAR PLANS ON HOW TO IMPROVE MARGIN ACCORDING TO DOCUMENTS ACQUIRED BY ME (SEC FILINGS) SCOOP: TSMC IS LOSING MONEY ON NEW 2NM CHIP RAMP THERE ARE NEGATIVE GROSS MARGINS ON A NEW PRODUCT THERE ARE NO CLEAR PLANS ON HOW TO IMPROVE MARGIN ACCORDING TO DOCUMENTS ACQUIRED BY ME (SEC FILINGS)"
X Link 2025-10-07T17:40Z [----] followers, [----] engagements
"@JetsamCapital Hmmmm.This also makes sense. But I think there is uncertainty about when the revenue recognise. Could operation processes delay revenue recognition🤔"
X Link 2025-10-07T17:52Z [----] followers, [---] engagements
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