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# ![@bbalkus Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::139882766.png) @bbalkus Brian

Brian posts on X about asml, china, money, $525b the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::139882766/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::139882766/c:line/m:interactions.svg)

- X Week XXXXX +153%
- X Month XXXXXX +51%
- X Months XXXXXXX +290%
- X Year XXXXXXX +261%

### Mentions: XX [#](/creator/twitter::139882766/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::139882766/c:line/m:posts_active.svg)

- X Week XX +14%
- X Month XXX +100%
- X Months XXX +25%
- X Year XXX +67%

### Followers: XXXXX [#](/creator/twitter::139882766/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::139882766/c:line/m:followers.svg)

- X Week XXXXX +0.60%
- X Month XXXXX +2.40%
- X Months XXXXX +17%
- X Year XXXXX +20%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::139882766/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::139882766/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::139882766/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [ncaa football](/list/ncaa-football)  XXXX%

**Social topic influence**
[asml](/topic/asml) #83, [china](/topic/china) 3.85%, [money](/topic/money) 2.56%, [$525b](/topic/$525b) 1.28%, [hong](/topic/hong) 1.28%, [hong kong](/topic/hong-kong) 1.28%, [kong](/topic/kong) 1.28%, [overnight](/topic/overnight) 1.28%, [penn state](/topic/penn-state) 1.28%, [ole miss](/topic/ole-miss) XXXX%

**Top accounts mentioned or mentioned by**
[@marlindbjr](/creator/undefined) [@withlabor](/creator/undefined) [@gilesm286](/creator/undefined) [@armanddoma](/creator/undefined) [@clairlemon](/creator/undefined) [@tomrowsell](/creator/undefined) [@dioscuri](/creator/undefined) [@gweedoz](/creator/undefined) [@architradition](/creator/undefined) [@eloqua277522](/creator/undefined) [@johnfergusondub](/creator/undefined) [@jukanlosreve](/creator/undefined) [@summi479](/creator/undefined) [@vikumar11128466](/creator/undefined) [@mike10101013](/creator/undefined) [@ivynadeska](/creator/undefined) [@faketsudonym](/creator/undefined) [@joolsd](/creator/undefined) [@matija828](/creator/undefined) [@thewealthster](/creator/undefined)

**Top assets mentioned**
[MKS Instruments Inc (MKSI)](/topic/$mksi)
### Top Social Posts [#](/creator/twitter::139882766/posts)
---
Top posts by engagements in the last XX hours

"@lenis0012 @XH_Lee23 China exported $525B in goods to the U.S. and its other major export markets like Vietnam and Hong Kong re-export products to the U.S. so even the $525B figure is low. There is no replacing the U.S. market & many Chinese companies are NGMI already"  
[X Link](https://x.com/bbalkus/status/1977767628241547422) [@bbalkus](/creator/x/bbalkus) 2025-10-13T16:05Z 1350 followers, XXX engagements


"@Jukanlosreve How do you think hospitals are staffed overnight You dont need that many people willing to do this. And the TSMC fab in Arizona is doing fine. The issues come down to construction cost and the cost to operate which are structurally higher in the U.S"  
[X Link](https://x.com/bbalkus/status/1979571671834173596) [@bbalkus](/creator/x/bbalkus) 2025-10-18T15:33Z 1350 followers, 10.2K engagements


"@Testurdla @Jukanlosreve"  
[X Link](https://x.com/bbalkus/status/1980025954581016854) [@bbalkus](/creator/x/bbalkus) 2025-10-19T21:39Z 1350 followers, XX engagements


"@harve_007 @thegoldenisle @PatMcAfeeShow @CoachMattRhule Central PA isn't glitz and glam. We aren't talking about USC here. The biggest issue with the Penn State jobs is managing unreasonable expectations"  
[X Link](https://x.com/bbalkus/status/1978938689473646651) [@bbalkus](/creator/x/bbalkus) 2025-10-16T21:38Z 1350 followers, XX engagements


"@AriWasserman This goes for the players as well. Why sit on the bench at LSU when you can start and get paid in Nebraska or Ole Miss"  
[X Link](https://x.com/bbalkus/status/1978939503537533398) [@bbalkus](/creator/x/bbalkus) 2025-10-16T21:41Z 1350 followers, XXX engagements


"@SometimesBilly @MiguelMadeira11 @AgedTinder @SpencerHakimian It doesnt cost much money at all. And how does an automatic ID work exactly There has to be some way of verifying a persons ID. There is no such thing as an automatic ID"  
[X Link](https://x.com/bbalkus/status/1980105943036973469) [@bbalkus](/creator/x/bbalkus) 2025-10-20T02:57Z 1350 followers, XX engagements


"You are conflating China's foreign exchange reserves with its U.S. Treasury holdings ( which are $730B). If China did this it would signal to global investors that Beijing is weaponizing its reserves which would trigger capital flight out of China. Ultimately this would strengthen U.S. financial dominance as capital fled to safety. China would lose a lot of money on the trade and be stuck in a position where it has insufficient reserves which undermines its ability to defend its currency or respond to the external shock of the capital outflows its action caused. It would result in a stronger"  
[X Link](https://x.com/bbalkus/status/1977779031845302565) [@bbalkus](/creator/x/bbalkus) 2025-10-13T16:50Z 1350 followers, XX engagements


"No it cant if it wants to stay in business. EUV technology was first built based off U.S. national labs research as part of the EUV LLC and its IP was licensed to ASML (and ASML was allowed to buy its only U.S. competitor). It only makes XX% of its machines and needs irreplaceable U.S. suppliers"  
[X Link](https://x.com/bbalkus/status/1980029043614568733) [@bbalkus](/creator/x/bbalkus) 2025-10-19T21:51Z 1350 followers, XXX engagements


"@impersonator999 @Tubthumping1 @TheMichaelEvery It also cant make its machines without US suppliers. Literally cant make them. And its core customers are Intel or Samsung/TSMC making chips for US tech companies"  
[X Link](https://x.com/bbalkus/status/1980134249337692566) [@bbalkus](/creator/x/bbalkus) 2025-10-20T04:49Z 1350 followers, XX engagements


"@SanderTordoir @Alea_ And only a small number of those are irreplaceable and they are American (and German). ASML literally cant make its machines without US inputs and threatening to go out of business isnt much of a threat"  
[X Link](https://x.com/bbalkus/status/1980137708564693330) [@bbalkus](/creator/x/bbalkus) 2025-10-20T05:03Z 1349 followers, XX engagements


"@KarelGardas @fchollet The cost isnt licensing. ASML only makes XX% of its machines. US firms KLA Corporation Cymer Advantest NuFlare Applied Materials Photronics EUV Tech MKS Instruments Brooks Automation etc. are major suppliers"  
[X Link](https://x.com/bbalkus/status/1960345847809654961) [@bbalkus](/creator/x/bbalkus) 2025-08-26T14:17Z 1347 followers, XXX engagements


"@VraserX 1.1B 😂 The X big U.S. hyperscalers plan to spend $XXX trillion between 25-27 per JP Morgan. This is embarrassing"  
[X Link](https://x.com/bbalkus/status/1977378320674087367) [@bbalkus](/creator/x/bbalkus) 2025-10-12T14:18Z 1349 followers, 2377 engagements


"@simonsarris MBB is just a high-prestige and pay way to go into "business" as an Ivy League grad and be surrounded by similar people. Many would be fine working for Olive Garden later on as VP of strategy/corporate development. It is about pay prestige people location and optionality"  
[X Link](https://x.com/bbalkus/status/1977762366021370139) [@bbalkus](/creator/x/bbalkus) 2025-10-13T15:44Z 1349 followers, 2845 engagements


"@CroziusArtifact @Jukanlosreve ASML only makes XX% of its machines itself and only has a monopoly because the U.S. allowed it to license IP from the EUV LLC which built the first machine at U.S. national labs and buy its only U.S. competitor. Its irreplaceable suppliers are American (and German)"  
[X Link](https://x.com/bbalkus/status/1979572280805187741) [@bbalkus](/creator/x/bbalkus) 2025-10-18T15:36Z 1349 followers, XXX engagements


"@GothamWayneEnt @TheStalwart Who doesnt like living in a dreary overcast city where it gets dark at 3:00 in the winter NYC clears and Zurich and Nordic cities arent even close to comparable"  
[X Link](https://x.com/bbalkus/status/1979698289818927171) [@bbalkus](/creator/x/bbalkus) 2025-10-18T23:57Z 1347 followers, XX engagements


"Europeans are obsessed with the idea that ASMLs EUV machines are both an example of European innovation and a geopolitical leverage point but they are neither"  
[X Link](https://x.com/bbalkus/status/1980029784987201845) [@bbalkus](/creator/x/bbalkus) 2025-10-19T21:54Z 1349 followers, XXX engagements


"ASML literally cant make its machines without irreplaceable US suppliers and its demand comes from Intel or TSMC/Samsung which totally depend on orders from US customers"  
[X Link](https://x.com/bbalkus/status/1980030206305018044) [@bbalkus](/creator/x/bbalkus) 2025-10-19T21:56Z 1349 followers, XX engagements


"@Alea_ @SanderTordoir The only reason ASML has a monopoly is because they were allowed access U.S. national labs IP from the EUV LLC which built the first machine & buy their only US competitor. Intel gave them $4B to develop the technology in exchange for an equity stake. The core IP is American"  
[X Link](https://x.com/bbalkus/status/1980138652950036598) [@bbalkus](/creator/x/bbalkus) 2025-10-20T05:06Z 1347 followers, XX engagements