[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @gonglei89 Lei Gong Lei Gong posts on X about china, deflation, gdp, countries the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::532488124/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +60% - X Months XXXXXXXXXX +91% - X Year XXXXXXXXXX +309% ### Mentions: XX [#](/creator/twitter::532488124/posts_active)  - X Week XXX -XX% - X Month XXX +71% - X Months XXXXX +20% - X Year XXXXX +55% ### Followers: XXXXXX [#](/creator/twitter::532488124/followers)  - X Week XXXXXX +0.67% - X Month XXXXXX +5% - X Months XXXXXX +20% - X Year XXXXXX +70% ### CreatorRank: XXXXXXX [#](/creator/twitter::532488124/influencer_rank)  ### Social Influence [#](/creator/twitter::532488124/influence) --- **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [nba](/list/nba) XXXX% **Social topic influence** [china](/topic/china) #1048, [deflation](/topic/deflation) #19, [gdp](/topic/gdp) #116, [countries](/topic/countries) 2.44%, [money](/topic/money) 1.95%, [all the](/topic/all-the) 1.46%, [japan](/topic/japan) #3628, [over the](/topic/over-the) 1.46%, [inflation](/topic/inflation) #570, [lack of](/topic/lack-of) XXXX% **Top accounts mentioned or mentioned by** [@przidnt1](/creator/undefined) [@bwwgpro1](/creator/undefined) [@marxistcham](/creator/undefined) [@angelicaoung](/creator/undefined) [@baoshaoshan](/creator/undefined) [@joequant](/creator/undefined) [@peterryan](/creator/undefined) [@miquelvilam](/creator/undefined) [@philippilk](/creator/undefined) [@glennluk](/creator/undefined) [@cbrew86836](/creator/undefined) [@joesanders33](/creator/undefined) [@doggydog1208](/creator/undefined) [@pacificroaming](/creator/undefined) [@jz281c](/creator/undefined) [@alfredxcellent](/creator/undefined) [@fireobserver32](/creator/undefined) [@shafrontom](/creator/undefined) [@tomchickfila](/creator/undefined) [@z1078640139](/creator/undefined) **Top assets mentioned** [ON Semiconductor, Corp. (ON)](/topic/$on) [Goldman Sachs (GS)](/topic/goldman-sachs) ### Top Social Posts [#](/creator/twitter::532488124/posts) --- Top posts by engagements in the last XX hours "The only lithography machine that uses mirrors is EUV so π€·π»β" [X Link](https://x.com/gonglei89/status/1979976224517783679) [@gonglei89](/creator/x/gonglei89) 2025-10-19T18:21Z 20K followers, 16K engagements "Angelica too is discovering that a lot of the youth unemployment in China is from college kids who dont want to work jobs they think are beneath them and can afford to coast for a bit because their parents are set not from a lack of available jobs" [X Link](https://x.com/gonglei89/status/1965487573209583998) [@gonglei89](/creator/x/gonglei89) 2025-09-09T18:48Z 20K followers, 20.2K engagements "Told my work bestie Chinese biotech is going to do the complete buzzsaw in 3-5 years. Youll only be able to understand how China was able to do this if you understood the inherent inefficiencies that have prevented the biotech industry from delivering its best work for decades" [X Link](https://x.com/gonglei89/status/1975275892453875811) [@gonglei89](/creator/x/gonglei89) 2025-10-06T19:04Z 20K followers, 38.3K engagements "@szetoinsitu I hope all my biology friends have found fairer pasture by then" [X Link](https://x.com/gonglei89/status/1975323769192521962) [@gonglei89](/creator/x/gonglei89) 2025-10-06T22:14Z 20K followers, XXX engagements "This isnt Chinas full hand. Chinas full hand would be total shutout of access to Chinas supply chain for US businesses and coordinated dumping of USD with other countries that are looking to evacuate their reserve positions. People still dont understand Chinas leverage" [X Link](https://x.com/gonglei89/status/1976765349304713613) [@gonglei89](/creator/x/gonglei89) 2025-10-10T21:42Z 19.9K followers, 355.3K engagements "Chief economist. Chief Strategist. GoldmanSachs" [X Link](https://x.com/gonglei89/status/1977446845506048368) [@gonglei89](/creator/x/gonglei89) 2025-10-12T18:50Z 20K followers, 22.1K engagements "@secretpinko I think you should have low risk tolerance for material matters tbh" [X Link](https://x.com/gonglei89/status/1977888716120035745) [@gonglei89](/creator/x/gonglei89) 2025-10-14T00:06Z 20K followers, XX engagements "Uhh someone forgetting all the extraterritorial tech restrictions and Huawei shenanigans in the late 2010s. The tensions were never contained to begin with" [X Link](https://x.com/gonglei89/status/1978127604377874611) [@gonglei89](/creator/x/gonglei89) 2025-10-14T15:55Z 20K followers, 13.5K engagements "This is definitely the thing you say out loud when you have the upper hand" [X Link](https://x.com/gonglei89/status/1978507515341001148) [@gonglei89](/creator/x/gonglei89) 2025-10-15T17:05Z 19.9K followers, 35.6K engagements "Truly hilarious how Bessents public tantrum attempting to put Li Chenggang in trouble has done the opposite for him in China" [X Link](https://x.com/gonglei89/status/1979215614385263042) [@gonglei89](/creator/x/gonglei89) 2025-10-17T15:59Z 20K followers, 27.6K engagements "@_PeterRyan @AngelicaOung @MiquelVilam @baoshaoshan @philippilk Theres a lot going on but basic story here is even before the pandemic the Chinese economy was struggling to absorb the surge of new college graduates. The immediate employment soaks for that were real estate and private tutoring but those were also considered underemployment" [X Link](https://x.com/gonglei89/status/1979322668425068753) [@gonglei89](/creator/x/gonglei89) 2025-10-17T23:04Z 20K followers, XXX engagements "@_PeterRyan @AngelicaOung @MiquelVilam @baoshaoshan @philippilk Post real estate contraction and private tutoring ban upper tier economy (not confined to tier 1s) shed a lot of entry level jobs that normally absorbed new grads. Real estate correction also took out capital for entrepreneurship and services downstream of upper tier consumption" [X Link](https://x.com/gonglei89/status/1979323748370256294) [@gonglei89](/creator/x/gonglei89) 2025-10-17T23:08Z 19.9K followers, XXX engagements "If the USs offer is an unstable relationship that requires a new agreement every X months then the US China relationship may as well be dead under Trump. China is decoupling faster and isnt likely to ever come back to the table if an initial agreement is even reached at all" [X Link](https://x.com/gonglei89/status/1979370623639130407) [@gonglei89](/creator/x/gonglei89) 2025-10-18T02:15Z 20K followers, 16.3K engagements "If I was forced to put up money today I would bet that the Xi Trump meeting isnt happening" [X Link](https://x.com/gonglei89/status/1979371811772207573) [@gonglei89](/creator/x/gonglei89) 2025-10-18T02:19Z 20K followers, 13.9K engagements "Whether they are good or not and what kinds of changes they should adopt is not for armchair spectators to decide π Either way theyre not breaking diplomatic protocol for this meeting. I would be very surprised if the meeting happens without resolving this recent impasse" [X Link](https://x.com/gonglei89/status/1979388561251274823) [@gonglei89](/creator/x/gonglei89) 2025-10-18T03:26Z 20K followers, 2174 engagements "I dont think this kind of culturally over-indexed perspective is actually helpful. There are lots of academic works on modern R&D development and innovation systems that are far more useful and offer much better explanatory power than an overly peculiarized cultural argument" [X Link](https://x.com/gonglei89/status/1979479479333605592) [@gonglei89](/creator/x/gonglei89) 2025-10-18T09:27Z 20K followers, 4742 engagements "Seems like an example of challenge impossible right now" [X Link](https://x.com/gonglei89/status/1979601111498776886) [@gonglei89](/creator/x/gonglei89) 2025-10-18T17:30Z 20K followers, 2922 engagements "Ive figured it out bros we need Pochita to eat the China devil its the only way bros (Just booked my Chainsaw Man tickets)" [X Link](https://x.com/gonglei89/status/1979639877043155408) [@gonglei89](/creator/x/gonglei89) 2025-10-18T20:05Z 20K followers, 2103 engagements "@GlennLuk Honestly given that were talking about different kinds of physics here its very hard coming up with standardized assessment but Id just say physical working environment and engineering standards advanced jet engines have to meet is much less forgiving than an EUV scanner" [X Link](https://x.com/gonglei89/status/1979681195727491404) [@gonglei89](/creator/x/gonglei89) 2025-10-18T22:49Z 19.9K followers, XXX engagements "@nise_yoshimi The America you thought could be saved" [X Link](https://x.com/gonglei89/status/1979720852561367510) [@gonglei89](/creator/x/gonglei89) 2025-10-19T01:26Z 19.9K followers, XXX engagements "@rinconhilldad Bruh why are you telling on yourself" [X Link](https://x.com/gonglei89/status/1979742745146314973) [@gonglei89](/creator/x/gonglei89) 2025-10-19T02:53Z 20K followers, XXX engagements "@Sim89776996 The sponge cities concept was invented to rectify this. The idea is to make grey infrastructure more porous employ urban greening and wetland expansion to help soak up excess water etc. Waterways specifically are diversion infrastructure *since the water needs somewhere to go*" [X Link](https://x.com/gonglei89/status/1979775007074185486) [@gonglei89](/creator/x/gonglei89) 2025-10-19T05:01Z 19.9K followers, XXX engagements "@przidnt1 @pplsartofwar Maybe Japan will finally get its reset" [X Link](https://x.com/gonglei89/status/1979794953024020705) [@gonglei89](/creator/x/gonglei89) 2025-10-19T06:21Z 19.9K followers, XXX engagements "@wiprepairshop @Sim89776996 Learn how to build a proper fighter jet first π₯±" [X Link](https://x.com/gonglei89/status/1979908761633325499) [@gonglei89](/creator/x/gonglei89) 2025-10-19T13:53Z 20K followers, XX engagements "@bwwgpro1 Sure and my point is that X is an option if countries want to take it so Im not sure what the problem is π€·π»β" [X Link](https://x.com/gonglei89/status/1980348575642185956) [@gonglei89](/creator/x/gonglei89) 2025-10-20T19:01Z 20K followers, XXX engagements "@bwwgpro1 It wont. Chinas export share of GDP has already gone down significantly over the last two decades while its GDP grew 7x. China is not uniquely exposed because its export share of GDP is smaller than most G7 countries" [X Link](https://x.com/gonglei89/status/1980350077857329589) [@gonglei89](/creator/x/gonglei89) 2025-10-20T19:07Z 20K followers, XXX engagements "@bwwgpro1 If exports are a predominant driver of GDP growth then its share of GDP wouldnt fall as the economy grew. Youre trying to argue against a hard mathematical identity" [X Link](https://x.com/gonglei89/status/1980353655007244334) [@gonglei89](/creator/x/gonglei89) 2025-10-20T19:21Z 20K followers, XX engagements "@bwwgpro1 π€¨ Thats not how they actually used their export surplus and their financing for their infrastructure buildout was not from trade but land finance" [X Link](https://x.com/gonglei89/status/1980360307014009133) [@gonglei89](/creator/x/gonglei89) 2025-10-20T19:47Z 20K followers, XX engagements "@przidnt1 @sayingboourns Ugh Sony was the only one matching Apples peak consumer retail energy. Same aesthetic level but way less stuck up. RIP π’" [X Link](https://x.com/gonglei89/status/1980376677483180471) [@gonglei89](/creator/x/gonglei89) 2025-10-20T20:52Z 20K followers, XXX engagements "@JoeWeisenthalt I think it absolutely is. The cultural miasma is an output variable not an input variable and millennial culture is mostly just a collection of ongoing psycho-cultural reactions to lack of formal institutional power and control" [X Link](https://x.com/gonglei89/status/1980420445724913844) [@gonglei89](/creator/x/gonglei89) 2025-10-20T23:46Z 20K followers, XX engagements "@przidnt1 @fncischen Sorry this is the best youre going to get out of this America" [X Link](https://x.com/gonglei89/status/1980516451640569947) [@gonglei89](/creator/x/gonglei89) 2025-10-21T06:08Z 20K followers, XX engagements "Chinas energy mix is only XX% imported oil and China domestically produces XXX million tonnes of grain and XX millions tonnes of meat per year which is X kg of food per person per day. Either way you can try a blockade if you want but good luck surviving the rain of missile π€·π»β" [X Link](https://x.com/gonglei89/status/1977108891143225538) [@gonglei89](/creator/x/gonglei89) 2025-10-11T20:27Z 20K followers, 5074 engagements "lmao was sending emails discussing Tiananmen with my cousin while living in Shanghai so no. Youre a know nothing" [X Link](https://x.com/gonglei89/status/1977790701955055913) [@gonglei89](/creator/x/gonglei89) 2025-10-13T17:37Z 20K followers, 12.7K engagements "Guess whos making the power semiconductor components enabling this" [X Link](https://x.com/gonglei89/status/1977964315706896408) [@gonglei89](/creator/x/gonglei89) 2025-10-14T05:06Z 20K followers, 13.9K engagements "@drdomicile" [X Link](https://x.com/gonglei89/status/1977974424336056814) [@gonglei89](/creator/x/gonglei89) 2025-10-14T05:47Z 20K followers, XXX engagements "Huawei is sending Trump a gift basket for juicing their OS ecosystem development personally signed by Meng Wanzhou" [X Link](https://x.com/gonglei89/status/1978130203206414493) [@gonglei89](/creator/x/gonglei89) 2025-10-14T16:06Z 20K followers, 33.8K engagements "China makes one move and it puts team Trump into a tailspin throwing random things at the wall for a whole week" [X Link](https://x.com/gonglei89/status/1978230400116789519) [@gonglei89](/creator/x/gonglei89) 2025-10-14T22:44Z 20K followers, 10.5K engagements "@epr_sci Not the kinds of mirrors Zhizhen is advertising" [X Link](https://x.com/gonglei89/status/1980111195861651885) [@gonglei89](/creator/x/gonglei89) 2025-10-20T03:17Z 20K followers, XXX engagements "@nise_yoshimi One day we will finally perfect the one true American the Omni-erican" [X Link](https://x.com/gonglei89/status/1980135750705557656) [@gonglei89](/creator/x/gonglei89) 2025-10-20T04:55Z 20K followers, XXX engagements "@robert_baiguan I mean you screencapped it right" [X Link](https://x.com/gonglei89/status/1980145445986062599) [@gonglei89](/creator/x/gonglei89) 2025-10-20T05:33Z 20K followers, 2778 engagements "@AngelicaOung Honestly given where things are today if this issue went kinetic I cant imagine the ROC military command actually choosing bleed to the last Taiwanese over quick surrender so long as they give us nice terms" [X Link](https://x.com/gonglei89/status/1980146236301939197) [@gonglei89](/creator/x/gonglei89) 2025-10-20T05:37Z 20K followers, XXX engagements "Its also supremely ironic that no one is tracking the new service retail sales series when one of the central planks of the China suppresses consumption argument is that most of the suppression is in the service economy" [X Link](https://x.com/gonglei89/status/1980329884431135003) [@gonglei89](/creator/x/gonglei89) 2025-10-20T17:46Z 20K followers, 2720 engagements "@bwwgpro1 GDP grew 7x while export share fell. That tells you export contributions had to fall much faster than GDP growth even if GDP growth also shrank. Thats a mathematical identity" [X Link](https://x.com/gonglei89/status/1980356809597804628) [@gonglei89](/creator/x/gonglei89) 2025-10-20T19:33Z 20K followers, XX engagements "@Brad_Setser If you produce a lot that drives prices down and generates surpluses that turn into various forms of savings for consumers who knew π€·π»β" [X Link](https://x.com/gonglei89/status/1980409525858627794) [@gonglei89](/creator/x/gonglei89) 2025-10-20T23:03Z 20K followers, XXX engagements "@jenzhuscott Thats a really funny self financing strategy" [X Link](https://x.com/gonglei89/status/1980415303520752094) [@gonglei89](/creator/x/gonglei89) 2025-10-20T23:26Z 20K followers, XXX engagements "@yieldsearcher If it makes you feel any better digital infra for most critical systems is so old and technologically backwards they dont face the same platform dependent fail points we saw with the AWS outage. The real risk with older systems is if they go down they may be hard to get back up" [X Link](https://x.com/gonglei89/status/1980419988575203423) [@gonglei89](/creator/x/gonglei89) 2025-10-20T23:44Z 20K followers, XXX engagements "@shah8comment I know of no biologist who isnt deeply concerned with external validity" [X Link](https://x.com/gonglei89/status/1980509136082334203) [@gonglei89](/creator/x/gonglei89) 2025-10-21T05:39Z 20K followers, XXX engagements "@przidnt1 @fncischen Things have to get to Haiti levels before you get to the cannibal cults sorry bruh" [X Link](https://x.com/gonglei89/status/1980517077204234597) [@gonglei89](/creator/x/gonglei89) 2025-10-21T06:10Z 20K followers, XX engagements "@Nolongerscot Poorer countries should absolutely promote human welfare and that requires growth. If youre concerned about the environment just promote forms of production that arent harmful to the environment even if its less expedient to market profit. Not sure why thats so controversial" [X Link](https://x.com/gonglei89/status/1980554219653574756) [@gonglei89](/creator/x/gonglei89) 2025-10-21T08:38Z 20K followers, XX engagements "@Marxistcham @RnaudBertrand Its unreadable if youre serious about real basketball" [X Link](https://x.com/gonglei89/status/1980562500178608582) [@gonglei89](/creator/x/gonglei89) 2025-10-21T09:11Z 20K followers, XX engagements "@wstv_lizzi Current anti-involution policies are squarely aimed at re-anchoring price trends now that real estate is no longer a primary of driver inflation because without inflation they cant restore credit circulation. This round is not about moving away from general production bias" [X Link](https://x.com/gonglei89/status/1980565974769406369) [@gonglei89](/creator/x/gonglei89) 2025-10-21T09:25Z 20K followers, XXX engagements "@Pandatronicity @wstv_lizzi Overcapacity is a problem because there are many players being supported beyond the markets profit bearing capacity because financial capacity is provided by local policy support rather than natural market hysteresis. Policy support resists markets natural scarcity bias" [X Link](https://x.com/gonglei89/status/1980587372107690253) [@gonglei89](/creator/x/gonglei89) 2025-10-21T10:50Z 20K followers, XX engagements "@joesanders33 All producers are consumers and all consumers are producers but you should want consumers to have captured all the surplus because demand is what signals expression of welfare" [X Link](https://x.com/gonglei89/status/1980788514892742688) [@gonglei89](/creator/x/gonglei89) 2025-10-22T00:09Z 20K followers, XX engagements "@joesanders33 Surplus refers to the production output and if you need that defined for you then you should probably go review your intro to economics textbook" [X Link](https://x.com/gonglei89/status/1980789595458744760) [@gonglei89](/creator/x/gonglei89) 2025-10-22T00:13Z 20K followers, XX engagements "@joesanders33 Rights express preferences of power in practice" [X Link](https://x.com/gonglei89/status/1980789830763311384) [@gonglei89](/creator/x/gonglei89) 2025-10-22T00:14Z 20K followers, XX engagements "The XXX trope is a good example of how China narratives get falsely overgeneralized. Its only true in some white collar sectors not even most. I was at Beigene in 2019 helping with some instrument installation issues and everyone there got in at X and got out by 5" [X Link](https://x.com/gonglei89/status/1897048421418365296) [@gonglei89](/creator/x/gonglei89) 2025-03-04T22:16Z 20K followers, 30.6K engagements "No one realizes this but you dont even have to give up good burgers choosing D" [X Link](https://x.com/gonglei89/status/1968851709431542220) [@gonglei89](/creator/x/gonglei89) 2025-09-19T01:36Z 20K followers, 32.1K engagements "The USs response to Chinas new export controls is to increase its trade deficit with China. Are yall tired of winning yet" [X Link](https://x.com/gonglei89/status/1977437254231674986) [@gonglei89](/creator/x/gonglei89) 2025-10-12T18:12Z 20K followers, 15.5K engagements "You did what now" [X Link](https://x.com/gonglei89/status/1979739380165312842) [@gonglei89](/creator/x/gonglei89) 2025-10-19T02:40Z 20K followers, 9357 engagements "Learn how to build a proper fighter jet first π₯±" [X Link](https://x.com/gonglei89/status/1979908794713837744) [@gonglei89](/creator/x/gonglei89) 2025-10-19T13:53Z 20K followers, 20.3K engagements "But also whenever someone nags about Chinas export dependence you have to wonder why they dont do the same for western economies that have much larger export share of GDP or if they even looked at comparative data at all when they formed this conclusion about China" [X Link](https://x.com/gonglei89/status/1980334952920281523) [@gonglei89](/creator/x/gonglei89) 2025-10-20T18:07Z 20K followers, 6332 engagements "Illustrating my point" [X Link](https://x.com/gonglei89/status/1980339448132075959) [@gonglei89](/creator/x/gonglei89) 2025-10-20T18:24Z 20K followers, 5405 engagements "The problem with this argument is timing. Relaxation of capacity biased structures simply isnt going to happen until they get at minimum regional convergence of economic outcomes. Thats not going to be realized over the next five years. Common prosperity sets the timeline" [X Link](https://x.com/gonglei89/status/1980565076156547533) [@gonglei89](/creator/x/gonglei89) 2025-10-21T09:21Z 20K followers, 2322 engagements "Current anti-involution policies are squarely aimed at re-anchoring price trends now that real estate is no longer a primary of driver inflation because without inflation they cant restore credit circulation. This round is not about moving away from general production bias" [X Link](https://x.com/gonglei89/status/1980565081122554348) [@gonglei89](/creator/x/gonglei89) 2025-10-21T09:21Z 20K followers, XXX engagements "@wstv_lizzi The problem with this argument is timing. Relaxation of capacity biased structures simply isnt going to happen until they get at minimum regional convergence of economic outcomes. Thats not going to be realized over the next five years. Common prosperity sets the timeline" [X Link](https://x.com/gonglei89/status/1980565238287376790) [@gonglei89](/creator/x/gonglei89) 2025-10-21T09:22Z 20K followers, 1103 engagements "@cbrew86836 Perfect market competition is when you have price competition aka prices fall aka deflation. Go back and read your textbook" [X Link](https://x.com/gonglei89/status/1980658032670568483) [@gonglei89](/creator/x/gonglei89) 2025-10-21T15:30Z 20K followers, XXX engagements "@cbrew86836 The entire economy is producing more at lower prices. This is good deflation from market competition. Bad deflation is when demand contraction leads to collapsing activity. Chinas economic activity has not collapsed hence continued growth. Please learn basic economics" [X Link](https://x.com/gonglei89/status/1980663321792770147) [@gonglei89](/creator/x/gonglei89) 2025-10-21T15:51Z 20K followers, XX engagements "@GlennLuk Logic then didcates that as the workforce shifts from blue- to white-collar the capital intensity should also decline. I interpreted this point as about capital efficiency. But ultimately my point is irregardless other moves capacity growth is still itself a primary goal" [X Link](https://x.com/gonglei89/status/1980670372145156205) [@gonglei89](/creator/x/gonglei89) 2025-10-21T16:19Z 20K followers, XXX engagements "@sabreezymenon @wstv_lizzi Yes they are currently working directly on that piece as part of their consumption promotion efforts especially from the SME financial support side. Its also why they developed service retail as a separate data series from retail sales" [X Link](https://x.com/gonglei89/status/1980690036011196778) [@gonglei89](/creator/x/gonglei89) 2025-10-21T17:37Z 20K followers, XXX engagements "@ThisIsMichaelK And a lot of consumer surplus. Really bad if your financial system is oriented towards seeking private profit. Mostly okay if your financial system is mostly state owned though" [X Link](https://x.com/gonglei89/status/1980698421867712866) [@gonglei89](/creator/x/gonglei89) 2025-10-21T18:11Z 20K followers, 1129 engagements "@robotjinetes2 Cant speak for SK or Japan but even in worst case projections China is still going to have like X billion people by the time youre dead π€·π»β" [X Link](https://x.com/gonglei89/status/1980699047456649388) [@gonglei89](/creator/x/gonglei89) 2025-10-21T18:13Z 20K followers, XXX engagements "@jason78proton You have an anecdotal lawsuit and I have aggregate statistics π€·π»β Learn what cherry picking is" [X Link](https://x.com/gonglei89/status/1980700042282631479) [@gonglei89](/creator/x/gonglei89) 2025-10-21T18:17Z 20K followers, XX engagements "@robotjinetes2 Do it yourself youre a grown person (presumably) π€·π»β" [X Link](https://x.com/gonglei89/status/1980717781269246078) [@gonglei89](/creator/x/gonglei89) 2025-10-21T19:28Z 20K followers, XXX engagements "To reject hostile negotiations with a bully isnt acting like a teenager but an adult. Kids have to say yes to everything because theyre afraid to stand on their own. Adults are those who can say no and walk away when theyre not being treated fairly" [X Link](https://x.com/gonglei89/status/1980792591139672168) [@gonglei89](/creator/x/gonglei89) 2025-10-22T00:25Z 20K followers, 7170 engagements "@SecondRingSZN Honestly this shit isnt that expensive lol" [X Link](https://x.com/gonglei89/status/1980829600747040857) [@gonglei89](/creator/x/gonglei89) 2025-10-22T02:52Z 20K followers, XXX engagements "@1taiwantalk The real economy is about your real production. Financial losses dont matter to a socialist system lol. Japan would be doing much better if they could have followed these principles. Taiwan as well π€·π»β" [X Link](https://x.com/gonglei89/status/1980859149153136671) [@gonglei89](/creator/x/gonglei89) 2025-10-22T04:49Z 20K followers, XXX engagements "@Marxistcham @przidnt1 Imo they need to evacuate for picks to reset this roster. This team isnt going anywhere right now" [X Link](https://x.com/gonglei89/status/1980877043895259296) [@gonglei89](/creator/x/gonglei89) 2025-10-22T06:01Z 20K followers, XX engagements "@piyush1337 @joequant @MV3ga It is actually Xi who caused the real estate deflation. Look up X Red Lines" [X Link](https://x.com/gonglei89/status/1980883740198125917) [@gonglei89](/creator/x/gonglei89) 2025-10-22T06:27Z 20K followers, XX engagements "@AngelicaOung Except the Philippines are pretty much not worth the effort π Its like if you tried to use Jamaica to shit stir against America" [X Link](https://x.com/gonglei89/status/1980888895060685279) [@gonglei89](/creator/x/gonglei89) 2025-10-22T06:48Z 20K followers, XXX engagements "@przidnt1 @SClemmt @Marxistcham That name could work for both good and bad nights" [X Link](https://x.com/gonglei89/status/1980891787108778362) [@gonglei89](/creator/x/gonglei89) 2025-10-22T06:59Z 20K followers, XX engagements "@Marxistcham @przidnt1 Wont help" [X Link](https://x.com/gonglei89/status/1980902849128329357) [@gonglei89](/creator/x/gonglei89) 2025-10-22T07:43Z 20K followers, XX engagements "@Marxistcham @przidnt1 The Lakers are going to be the comedy act of this season. The Ayton experiment are imploded and it didnt even take a full game" [X Link](https://x.com/gonglei89/status/1980906009758691527) [@gonglei89](/creator/x/gonglei89) 2025-10-22T07:56Z 20K followers, XX engagements "Funny how people who want to push China doomer narratives never want to count actual material quantities when material quantities are what actually matter in a real economy π€·π»β" [X Link](https://x.com/gonglei89/status/1980917432043909150) [@gonglei89](/creator/x/gonglei89) 2025-10-22T08:41Z 20K followers, 10.7K engagements "Ive basically been forced to conclude that unless people fundamentally reformulate their understanding of how an economy actually works it will be impossible for them to understand the Chinese economy. Its like explaining a computer full stack to nontechnical tech enthusiasts" [X Link](https://x.com/gonglei89/status/1980715711090831469) [@gonglei89](/creator/x/gonglei89) 2025-10-21T19:20Z 20K followers, 17.6K engagements "@CecaLoather While the population exploded the state capacity didnt. This led to increasingly worse Malthusian pressures which significantly contributed to worsening poverty and civic development. What you just said about Yongzheng can be checked with tax collection records π€·π»β" [X Link](https://x.com/gonglei89/status/1981025164709241163) [@gonglei89](/creator/x/gonglei89) 2025-10-22T15:49Z 20K followers, XX engagements "This argument only works if you think the economy is about financial flows and not material flows. Paper is much easier to replace than production especially if youre very socialist. Money doesnt have the definitive power most Americans think at this level of geopolitics" [X Link](https://x.com/gonglei89/status/1979304118352253433) [@gonglei89](/creator/x/gonglei89) 2025-10-17T21:50Z 20K followers, 25.2K engagements "China is trapped in a condition that my college economics textbook called perfect market competition which Ive been hearing every free market ideologue say is the ideal economy to have but now its considered fierce and brutal π€¨" [X Link](https://x.com/gonglei89/status/1980336014997799398) [@gonglei89](/creator/x/gonglei89) 2025-10-20T18:11Z 20K followers, 80.9K engagements "Uhh that basically translates to we are not interested in external validity. Are you even still a science field if you cant reproduce external validity" [X Link](https://x.com/gonglei89/status/1980378829970632907) [@gonglei89](/creator/x/gonglei89) 2025-10-20T21:01Z 20K followers, 9273 engagements "Ironically recycling is much easier to promote when youre not tied down to the profit incentives defining market efficiency. If you want to promote turnover of environmentally harmful systems for environmentally friendly systems you will still need to promote growth so no" [X Link](https://x.com/gonglei89/status/1980534912580219073) [@gonglei89](/creator/x/gonglei89) 2025-10-21T07:21Z 20K followers, 1726 engagements "The correct way to see Chinas current effort against involution is not overcapacity but inflation. Theyre trying to solve acute problems with price competition impairing inflation which hinders the monetary circulation theyre trying to restore post real estate deflation" [X Link](https://x.com/gonglei89/status/1980575985818038296) [@gonglei89](/creator/x/gonglei89) 2025-10-21T10:04Z 20K followers, 3369 engagements "@cbrew86836 If there was a deflationary spiral which is what the bad deflation thesis is then there wouldnt be continued capacity growth. Use some critical thinking. I showed you an academic paper and you get reduced to asspulls about brainwashing. Youre not very bright huh" [X Link](https://x.com/gonglei89/status/1980669527840157974) [@gonglei89](/creator/x/gonglei89) 2025-10-21T16:16Z 20K followers, XX engagements "@Notz888 They have been Thats why China has been able to develop so successfully" [X Link](https://x.com/gonglei89/status/1980721245399507148) [@gonglei89](/creator/x/gonglei89) 2025-10-21T19:41Z 20K followers, XX engagements "@Notz888 And what do you think happens to that deflation if they print more money hmm π" [X Link](https://x.com/gonglei89/status/1980721906572751327) [@gonglei89](/creator/x/gonglei89) 2025-10-21T19:44Z 20K followers, XX engagements "@przidnt1 Honestly they should just exit on LeBron and Reeves for as many picks as they can get then hope for mix of FA signings and superstar on the loose (Devon Booker might be an option)" [X Link](https://x.com/gonglei89/status/1980861244178624554) [@gonglei89](/creator/x/gonglei89) 2025-10-22T04:58Z 20K followers, XXX engagements "@Modsognir2 @AngelicaOung So long as China thinks the US is trying to position for long term rebasing in PH they will never evacuate the forward picket position theyve established in the SCS and may yet build up more. Ultimately while the US is in the picture theyre going to maintain strategic pressure" [X Link](https://x.com/gonglei89/status/1980890685843861931) [@gonglei89](/creator/x/gonglei89) 2025-10-22T06:55Z 20K followers, XXX engagements "@Modsognir2 @AngelicaOung Resolving Taiwan *may* relax some pressure if it also means the US retreats more from the WestPac theater. If the US persist in the region and continues to find other ways to try to exert presence to maintain containment as a future option China isnt reducing presence in SCS" [X Link](https://x.com/gonglei89/status/1980891412360298598) [@gonglei89](/creator/x/gonglei89) 2025-10-22T06:58Z 20K followers, XXX engagements "Most Chinese people prefer consumer surplus. They like being able to save. But I suspect the average you have in mind is an upper class social circle given your Ghiblified pfp has a private jet in the backgroundπ€·π»β Doubt you speak regularly with folks making the average income" [X Link](https://x.com/gonglei89/status/1981041587271717006) [@gonglei89](/creator/x/gonglei89) 2025-10-22T16:54Z 20K followers, 2011 engagements "Well punish China even if it means wrecking our own economy sounds very persuasive until quarterly earnings collapse and the recession hits" [X Link](https://x.com/gonglei89/status/1978489224732221821) [@gonglei89](/creator/x/gonglei89) 2025-10-15T15:52Z 20K followers, 15.6K engagements "I mean youre clearly a dude pretending to be a Chinese girl using a Korean social media influencers stolen pfp so if youre not embarrassed by that then yeah I guess there isnt really anything that could make you feel embarrassed" [X Link](https://x.com/gonglei89/status/1980536736469131648) [@gonglei89](/creator/x/gonglei89) 2025-10-21T07:28Z 20K followers, 34.1K engagements "@Marxistcham @przidnt1 Lebron gonna quit on this team before the trade deadline would be where my moneys at" [X Link](https://x.com/gonglei89/status/1980904448051540068) [@gonglei89](/creator/x/gonglei89) 2025-10-22T07:49Z 20K followers, XX engagements "Development is overproduction. No one called it overproduction when the US made so much everyone could get cheap cars and houses and fast foodπ€·π»β The point of an economy is having more nice things not profits. Yall just trying to stigmatize abundance now because its China" [X Link](https://x.com/gonglei89/status/1981045106481496506) [@gonglei89](/creator/x/gonglei89) 2025-10-22T17:08Z 20K followers, 2524 engagements "@pstAsiatech Of course because China already put in decades of work on semiconductor self sufficiency. They only need to close a XX% capability gap whereas the US has to close a XX% capability gap for REEs and other export controlled materials. This trade fight was ill conceived from day 1" [X Link](https://x.com/gonglei89/status/1976634135885267406) [@gonglei89](/creator/x/gonglei89) 2025-10-10T13:01Z 20K followers, 1764 engagements "Of course because China already put in decades of work on semiconductor self sufficiency. They only need to close a XX% capability gap whereas the US has to close a XX% capability gap for REEs and other export controlled materials. This trade fight was ill conceived from day 1" [X Link](https://x.com/gonglei89/status/1976634197939998932) [@gonglei89](/creator/x/gonglei89) 2025-10-10T13:01Z 20K followers, 20.5K engagements "People learning a bunch of popularized loaded tropes about China from a decade ago and thinking theyre eternal conditions so they can feel forever smug and reassured about their sense of geopolitical superiority is backfiring so hard on a certain kind of western mind right now" [X Link](https://x.com/gonglei89/status/1976901411792445793) [@gonglei89](/creator/x/gonglei89) 2025-10-11T06:43Z 20K followers, 27.5K engagements "After so many years of these Chinese dissident types insisting every popular hyped adversity that enters the narrative stream spells doom for China and the CCP the only reason you should still be taking any of these folks seriously is if you want to be swindled" [X Link](https://x.com/gonglei89/status/1978657950207213860) [@gonglei89](/creator/x/gonglei89) 2025-10-16T03:03Z 20K followers, 9370 engagements "@1taiwantalk The ponzi scheme is somehow taking the global industrial lead. They dont run the economy in China for the financial class so Im not sure what case youre trying to rest π€" [X Link](https://x.com/gonglei89/status/1980860097271337322) [@gonglei89](/creator/x/gonglei89) 2025-10-22T04:53Z 20K followers, XXX engagements "Chinas banking assets are 3.5x GDP because bank loans are by far the most predominant form of financial tender in Chinas financial system with few other kinds of instruments. Chinas financial system operates off lower risk and lower leverage financing methods than the US" [X Link](https://x.com/gonglei89/status/1981084616963608610) [@gonglei89](/creator/x/gonglei89) 2025-10-22T19:45Z 20K followers, 1443 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Lei Gong posts on X about china, deflation, gdp, countries the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence countries XXXXX% finance XXXXX% technology brands XXXX% stocks XXXX% currencies XXXX% travel destinations XXXX% nba XXXX%
Social topic influence china #1048, deflation #19, gdp #116, countries 2.44%, money 1.95%, all the 1.46%, japan #3628, over the 1.46%, inflation #570, lack of XXXX%
Top accounts mentioned or mentioned by @przidnt1 @bwwgpro1 @marxistcham @angelicaoung @baoshaoshan @joequant @peterryan @miquelvilam @philippilk @glennluk @cbrew86836 @joesanders33 @doggydog1208 @pacificroaming @jz281c @alfredxcellent @fireobserver32 @shafrontom @tomchickfila @z1078640139
Top assets mentioned ON Semiconductor, Corp. (ON) Goldman Sachs (GS)
Top posts by engagements in the last XX hours
"The only lithography machine that uses mirrors is EUV so π€·π»β"
X Link @gonglei89 2025-10-19T18:21Z 20K followers, 16K engagements
"Angelica too is discovering that a lot of the youth unemployment in China is from college kids who dont want to work jobs they think are beneath them and can afford to coast for a bit because their parents are set not from a lack of available jobs"
X Link @gonglei89 2025-09-09T18:48Z 20K followers, 20.2K engagements
"Told my work bestie Chinese biotech is going to do the complete buzzsaw in 3-5 years. Youll only be able to understand how China was able to do this if you understood the inherent inefficiencies that have prevented the biotech industry from delivering its best work for decades"
X Link @gonglei89 2025-10-06T19:04Z 20K followers, 38.3K engagements
"@szetoinsitu I hope all my biology friends have found fairer pasture by then"
X Link @gonglei89 2025-10-06T22:14Z 20K followers, XXX engagements
"This isnt Chinas full hand. Chinas full hand would be total shutout of access to Chinas supply chain for US businesses and coordinated dumping of USD with other countries that are looking to evacuate their reserve positions. People still dont understand Chinas leverage"
X Link @gonglei89 2025-10-10T21:42Z 19.9K followers, 355.3K engagements
"Chief economist. Chief Strategist. GoldmanSachs"
X Link @gonglei89 2025-10-12T18:50Z 20K followers, 22.1K engagements
"@secretpinko I think you should have low risk tolerance for material matters tbh"
X Link @gonglei89 2025-10-14T00:06Z 20K followers, XX engagements
"Uhh someone forgetting all the extraterritorial tech restrictions and Huawei shenanigans in the late 2010s. The tensions were never contained to begin with"
X Link @gonglei89 2025-10-14T15:55Z 20K followers, 13.5K engagements
"This is definitely the thing you say out loud when you have the upper hand"
X Link @gonglei89 2025-10-15T17:05Z 19.9K followers, 35.6K engagements
"Truly hilarious how Bessents public tantrum attempting to put Li Chenggang in trouble has done the opposite for him in China"
X Link @gonglei89 2025-10-17T15:59Z 20K followers, 27.6K engagements
"@_PeterRyan @AngelicaOung @MiquelVilam @baoshaoshan @philippilk Theres a lot going on but basic story here is even before the pandemic the Chinese economy was struggling to absorb the surge of new college graduates. The immediate employment soaks for that were real estate and private tutoring but those were also considered underemployment"
X Link @gonglei89 2025-10-17T23:04Z 20K followers, XXX engagements
"@_PeterRyan @AngelicaOung @MiquelVilam @baoshaoshan @philippilk Post real estate contraction and private tutoring ban upper tier economy (not confined to tier 1s) shed a lot of entry level jobs that normally absorbed new grads. Real estate correction also took out capital for entrepreneurship and services downstream of upper tier consumption"
X Link @gonglei89 2025-10-17T23:08Z 19.9K followers, XXX engagements
"If the USs offer is an unstable relationship that requires a new agreement every X months then the US China relationship may as well be dead under Trump. China is decoupling faster and isnt likely to ever come back to the table if an initial agreement is even reached at all"
X Link @gonglei89 2025-10-18T02:15Z 20K followers, 16.3K engagements
"If I was forced to put up money today I would bet that the Xi Trump meeting isnt happening"
X Link @gonglei89 2025-10-18T02:19Z 20K followers, 13.9K engagements
"Whether they are good or not and what kinds of changes they should adopt is not for armchair spectators to decide π Either way theyre not breaking diplomatic protocol for this meeting. I would be very surprised if the meeting happens without resolving this recent impasse"
X Link @gonglei89 2025-10-18T03:26Z 20K followers, 2174 engagements
"I dont think this kind of culturally over-indexed perspective is actually helpful. There are lots of academic works on modern R&D development and innovation systems that are far more useful and offer much better explanatory power than an overly peculiarized cultural argument"
X Link @gonglei89 2025-10-18T09:27Z 20K followers, 4742 engagements
"Seems like an example of challenge impossible right now"
X Link @gonglei89 2025-10-18T17:30Z 20K followers, 2922 engagements
"Ive figured it out bros we need Pochita to eat the China devil its the only way bros (Just booked my Chainsaw Man tickets)"
X Link @gonglei89 2025-10-18T20:05Z 20K followers, 2103 engagements
"@GlennLuk Honestly given that were talking about different kinds of physics here its very hard coming up with standardized assessment but Id just say physical working environment and engineering standards advanced jet engines have to meet is much less forgiving than an EUV scanner"
X Link @gonglei89 2025-10-18T22:49Z 19.9K followers, XXX engagements
"@nise_yoshimi The America you thought could be saved"
X Link @gonglei89 2025-10-19T01:26Z 19.9K followers, XXX engagements
"@rinconhilldad Bruh why are you telling on yourself"
X Link @gonglei89 2025-10-19T02:53Z 20K followers, XXX engagements
"@Sim89776996 The sponge cities concept was invented to rectify this. The idea is to make grey infrastructure more porous employ urban greening and wetland expansion to help soak up excess water etc. Waterways specifically are diversion infrastructure since the water needs somewhere to go"
X Link @gonglei89 2025-10-19T05:01Z 19.9K followers, XXX engagements
"@przidnt1 @pplsartofwar Maybe Japan will finally get its reset"
X Link @gonglei89 2025-10-19T06:21Z 19.9K followers, XXX engagements
"@wiprepairshop @Sim89776996 Learn how to build a proper fighter jet first π₯±"
X Link @gonglei89 2025-10-19T13:53Z 20K followers, XX engagements
"@bwwgpro1 Sure and my point is that X is an option if countries want to take it so Im not sure what the problem is π€·π»β"
X Link @gonglei89 2025-10-20T19:01Z 20K followers, XXX engagements
"@bwwgpro1 It wont. Chinas export share of GDP has already gone down significantly over the last two decades while its GDP grew 7x. China is not uniquely exposed because its export share of GDP is smaller than most G7 countries"
X Link @gonglei89 2025-10-20T19:07Z 20K followers, XXX engagements
"@bwwgpro1 If exports are a predominant driver of GDP growth then its share of GDP wouldnt fall as the economy grew. Youre trying to argue against a hard mathematical identity"
X Link @gonglei89 2025-10-20T19:21Z 20K followers, XX engagements
"@bwwgpro1 π€¨ Thats not how they actually used their export surplus and their financing for their infrastructure buildout was not from trade but land finance"
X Link @gonglei89 2025-10-20T19:47Z 20K followers, XX engagements
"@przidnt1 @sayingboourns Ugh Sony was the only one matching Apples peak consumer retail energy. Same aesthetic level but way less stuck up. RIP π’"
X Link @gonglei89 2025-10-20T20:52Z 20K followers, XXX engagements
"@JoeWeisenthalt I think it absolutely is. The cultural miasma is an output variable not an input variable and millennial culture is mostly just a collection of ongoing psycho-cultural reactions to lack of formal institutional power and control"
X Link @gonglei89 2025-10-20T23:46Z 20K followers, XX engagements
"@przidnt1 @fncischen Sorry this is the best youre going to get out of this America"
X Link @gonglei89 2025-10-21T06:08Z 20K followers, XX engagements
"Chinas energy mix is only XX% imported oil and China domestically produces XXX million tonnes of grain and XX millions tonnes of meat per year which is X kg of food per person per day. Either way you can try a blockade if you want but good luck surviving the rain of missile π€·π»β"
X Link @gonglei89 2025-10-11T20:27Z 20K followers, 5074 engagements
"lmao was sending emails discussing Tiananmen with my cousin while living in Shanghai so no. Youre a know nothing"
X Link @gonglei89 2025-10-13T17:37Z 20K followers, 12.7K engagements
"Guess whos making the power semiconductor components enabling this"
X Link @gonglei89 2025-10-14T05:06Z 20K followers, 13.9K engagements
"@drdomicile"
X Link @gonglei89 2025-10-14T05:47Z 20K followers, XXX engagements
"Huawei is sending Trump a gift basket for juicing their OS ecosystem development personally signed by Meng Wanzhou"
X Link @gonglei89 2025-10-14T16:06Z 20K followers, 33.8K engagements
"China makes one move and it puts team Trump into a tailspin throwing random things at the wall for a whole week"
X Link @gonglei89 2025-10-14T22:44Z 20K followers, 10.5K engagements
"@epr_sci Not the kinds of mirrors Zhizhen is advertising"
X Link @gonglei89 2025-10-20T03:17Z 20K followers, XXX engagements
"@nise_yoshimi One day we will finally perfect the one true American the Omni-erican"
X Link @gonglei89 2025-10-20T04:55Z 20K followers, XXX engagements
"@robert_baiguan I mean you screencapped it right"
X Link @gonglei89 2025-10-20T05:33Z 20K followers, 2778 engagements
"@AngelicaOung Honestly given where things are today if this issue went kinetic I cant imagine the ROC military command actually choosing bleed to the last Taiwanese over quick surrender so long as they give us nice terms"
X Link @gonglei89 2025-10-20T05:37Z 20K followers, XXX engagements
"Its also supremely ironic that no one is tracking the new service retail sales series when one of the central planks of the China suppresses consumption argument is that most of the suppression is in the service economy"
X Link @gonglei89 2025-10-20T17:46Z 20K followers, 2720 engagements
"@bwwgpro1 GDP grew 7x while export share fell. That tells you export contributions had to fall much faster than GDP growth even if GDP growth also shrank. Thats a mathematical identity"
X Link @gonglei89 2025-10-20T19:33Z 20K followers, XX engagements
"@Brad_Setser If you produce a lot that drives prices down and generates surpluses that turn into various forms of savings for consumers who knew π€·π»β"
X Link @gonglei89 2025-10-20T23:03Z 20K followers, XXX engagements
"@jenzhuscott Thats a really funny self financing strategy"
X Link @gonglei89 2025-10-20T23:26Z 20K followers, XXX engagements
"@yieldsearcher If it makes you feel any better digital infra for most critical systems is so old and technologically backwards they dont face the same platform dependent fail points we saw with the AWS outage. The real risk with older systems is if they go down they may be hard to get back up"
X Link @gonglei89 2025-10-20T23:44Z 20K followers, XXX engagements
"@shah8comment I know of no biologist who isnt deeply concerned with external validity"
X Link @gonglei89 2025-10-21T05:39Z 20K followers, XXX engagements
"@przidnt1 @fncischen Things have to get to Haiti levels before you get to the cannibal cults sorry bruh"
X Link @gonglei89 2025-10-21T06:10Z 20K followers, XX engagements
"@Nolongerscot Poorer countries should absolutely promote human welfare and that requires growth. If youre concerned about the environment just promote forms of production that arent harmful to the environment even if its less expedient to market profit. Not sure why thats so controversial"
X Link @gonglei89 2025-10-21T08:38Z 20K followers, XX engagements
"@Marxistcham @RnaudBertrand Its unreadable if youre serious about real basketball"
X Link @gonglei89 2025-10-21T09:11Z 20K followers, XX engagements
"@wstv_lizzi Current anti-involution policies are squarely aimed at re-anchoring price trends now that real estate is no longer a primary of driver inflation because without inflation they cant restore credit circulation. This round is not about moving away from general production bias"
X Link @gonglei89 2025-10-21T09:25Z 20K followers, XXX engagements
"@Pandatronicity @wstv_lizzi Overcapacity is a problem because there are many players being supported beyond the markets profit bearing capacity because financial capacity is provided by local policy support rather than natural market hysteresis. Policy support resists markets natural scarcity bias"
X Link @gonglei89 2025-10-21T10:50Z 20K followers, XX engagements
"@joesanders33 All producers are consumers and all consumers are producers but you should want consumers to have captured all the surplus because demand is what signals expression of welfare"
X Link @gonglei89 2025-10-22T00:09Z 20K followers, XX engagements
"@joesanders33 Surplus refers to the production output and if you need that defined for you then you should probably go review your intro to economics textbook"
X Link @gonglei89 2025-10-22T00:13Z 20K followers, XX engagements
"@joesanders33 Rights express preferences of power in practice"
X Link @gonglei89 2025-10-22T00:14Z 20K followers, XX engagements
"The XXX trope is a good example of how China narratives get falsely overgeneralized. Its only true in some white collar sectors not even most. I was at Beigene in 2019 helping with some instrument installation issues and everyone there got in at X and got out by 5"
X Link @gonglei89 2025-03-04T22:16Z 20K followers, 30.6K engagements
"No one realizes this but you dont even have to give up good burgers choosing D"
X Link @gonglei89 2025-09-19T01:36Z 20K followers, 32.1K engagements
"The USs response to Chinas new export controls is to increase its trade deficit with China. Are yall tired of winning yet"
X Link @gonglei89 2025-10-12T18:12Z 20K followers, 15.5K engagements
"You did what now"
X Link @gonglei89 2025-10-19T02:40Z 20K followers, 9357 engagements
"Learn how to build a proper fighter jet first π₯±"
X Link @gonglei89 2025-10-19T13:53Z 20K followers, 20.3K engagements
"But also whenever someone nags about Chinas export dependence you have to wonder why they dont do the same for western economies that have much larger export share of GDP or if they even looked at comparative data at all when they formed this conclusion about China"
X Link @gonglei89 2025-10-20T18:07Z 20K followers, 6332 engagements
"Illustrating my point"
X Link @gonglei89 2025-10-20T18:24Z 20K followers, 5405 engagements
"The problem with this argument is timing. Relaxation of capacity biased structures simply isnt going to happen until they get at minimum regional convergence of economic outcomes. Thats not going to be realized over the next five years. Common prosperity sets the timeline"
X Link @gonglei89 2025-10-21T09:21Z 20K followers, 2322 engagements
"Current anti-involution policies are squarely aimed at re-anchoring price trends now that real estate is no longer a primary of driver inflation because without inflation they cant restore credit circulation. This round is not about moving away from general production bias"
X Link @gonglei89 2025-10-21T09:21Z 20K followers, XXX engagements
"@wstv_lizzi The problem with this argument is timing. Relaxation of capacity biased structures simply isnt going to happen until they get at minimum regional convergence of economic outcomes. Thats not going to be realized over the next five years. Common prosperity sets the timeline"
X Link @gonglei89 2025-10-21T09:22Z 20K followers, 1103 engagements
"@cbrew86836 Perfect market competition is when you have price competition aka prices fall aka deflation. Go back and read your textbook"
X Link @gonglei89 2025-10-21T15:30Z 20K followers, XXX engagements
"@cbrew86836 The entire economy is producing more at lower prices. This is good deflation from market competition. Bad deflation is when demand contraction leads to collapsing activity. Chinas economic activity has not collapsed hence continued growth. Please learn basic economics"
X Link @gonglei89 2025-10-21T15:51Z 20K followers, XX engagements
"@GlennLuk Logic then didcates that as the workforce shifts from blue- to white-collar the capital intensity should also decline. I interpreted this point as about capital efficiency. But ultimately my point is irregardless other moves capacity growth is still itself a primary goal"
X Link @gonglei89 2025-10-21T16:19Z 20K followers, XXX engagements
"@sabreezymenon @wstv_lizzi Yes they are currently working directly on that piece as part of their consumption promotion efforts especially from the SME financial support side. Its also why they developed service retail as a separate data series from retail sales"
X Link @gonglei89 2025-10-21T17:37Z 20K followers, XXX engagements
"@ThisIsMichaelK And a lot of consumer surplus. Really bad if your financial system is oriented towards seeking private profit. Mostly okay if your financial system is mostly state owned though"
X Link @gonglei89 2025-10-21T18:11Z 20K followers, 1129 engagements
"@robotjinetes2 Cant speak for SK or Japan but even in worst case projections China is still going to have like X billion people by the time youre dead π€·π»β"
X Link @gonglei89 2025-10-21T18:13Z 20K followers, XXX engagements
"@jason78proton You have an anecdotal lawsuit and I have aggregate statistics π€·π»β Learn what cherry picking is"
X Link @gonglei89 2025-10-21T18:17Z 20K followers, XX engagements
"@robotjinetes2 Do it yourself youre a grown person (presumably) π€·π»β"
X Link @gonglei89 2025-10-21T19:28Z 20K followers, XXX engagements
"To reject hostile negotiations with a bully isnt acting like a teenager but an adult. Kids have to say yes to everything because theyre afraid to stand on their own. Adults are those who can say no and walk away when theyre not being treated fairly"
X Link @gonglei89 2025-10-22T00:25Z 20K followers, 7170 engagements
"@SecondRingSZN Honestly this shit isnt that expensive lol"
X Link @gonglei89 2025-10-22T02:52Z 20K followers, XXX engagements
"@1taiwantalk The real economy is about your real production. Financial losses dont matter to a socialist system lol. Japan would be doing much better if they could have followed these principles. Taiwan as well π€·π»β"
X Link @gonglei89 2025-10-22T04:49Z 20K followers, XXX engagements
"@Marxistcham @przidnt1 Imo they need to evacuate for picks to reset this roster. This team isnt going anywhere right now"
X Link @gonglei89 2025-10-22T06:01Z 20K followers, XX engagements
"@piyush1337 @joequant @MV3ga It is actually Xi who caused the real estate deflation. Look up X Red Lines"
X Link @gonglei89 2025-10-22T06:27Z 20K followers, XX engagements
"@AngelicaOung Except the Philippines are pretty much not worth the effort π
Its like if you tried to use Jamaica to shit stir against America"
X Link @gonglei89 2025-10-22T06:48Z 20K followers, XXX engagements
"@przidnt1 @SClemmt @Marxistcham That name could work for both good and bad nights"
X Link @gonglei89 2025-10-22T06:59Z 20K followers, XX engagements
"@Marxistcham @przidnt1 Wont help"
X Link @gonglei89 2025-10-22T07:43Z 20K followers, XX engagements
"@Marxistcham @przidnt1 The Lakers are going to be the comedy act of this season. The Ayton experiment are imploded and it didnt even take a full game"
X Link @gonglei89 2025-10-22T07:56Z 20K followers, XX engagements
"Funny how people who want to push China doomer narratives never want to count actual material quantities when material quantities are what actually matter in a real economy π€·π»β"
X Link @gonglei89 2025-10-22T08:41Z 20K followers, 10.7K engagements
"Ive basically been forced to conclude that unless people fundamentally reformulate their understanding of how an economy actually works it will be impossible for them to understand the Chinese economy. Its like explaining a computer full stack to nontechnical tech enthusiasts"
X Link @gonglei89 2025-10-21T19:20Z 20K followers, 17.6K engagements
"@CecaLoather While the population exploded the state capacity didnt. This led to increasingly worse Malthusian pressures which significantly contributed to worsening poverty and civic development. What you just said about Yongzheng can be checked with tax collection records π€·π»β"
X Link @gonglei89 2025-10-22T15:49Z 20K followers, XX engagements
"This argument only works if you think the economy is about financial flows and not material flows. Paper is much easier to replace than production especially if youre very socialist. Money doesnt have the definitive power most Americans think at this level of geopolitics"
X Link @gonglei89 2025-10-17T21:50Z 20K followers, 25.2K engagements
"China is trapped in a condition that my college economics textbook called perfect market competition which Ive been hearing every free market ideologue say is the ideal economy to have but now its considered fierce and brutal π€¨"
X Link @gonglei89 2025-10-20T18:11Z 20K followers, 80.9K engagements
"Uhh that basically translates to we are not interested in external validity. Are you even still a science field if you cant reproduce external validity"
X Link @gonglei89 2025-10-20T21:01Z 20K followers, 9273 engagements
"Ironically recycling is much easier to promote when youre not tied down to the profit incentives defining market efficiency. If you want to promote turnover of environmentally harmful systems for environmentally friendly systems you will still need to promote growth so no"
X Link @gonglei89 2025-10-21T07:21Z 20K followers, 1726 engagements
"The correct way to see Chinas current effort against involution is not overcapacity but inflation. Theyre trying to solve acute problems with price competition impairing inflation which hinders the monetary circulation theyre trying to restore post real estate deflation"
X Link @gonglei89 2025-10-21T10:04Z 20K followers, 3369 engagements
"@cbrew86836 If there was a deflationary spiral which is what the bad deflation thesis is then there wouldnt be continued capacity growth. Use some critical thinking. I showed you an academic paper and you get reduced to asspulls about brainwashing. Youre not very bright huh"
X Link @gonglei89 2025-10-21T16:16Z 20K followers, XX engagements
"@Notz888 They have been Thats why China has been able to develop so successfully"
X Link @gonglei89 2025-10-21T19:41Z 20K followers, XX engagements
"@Notz888 And what do you think happens to that deflation if they print more money hmm π"
X Link @gonglei89 2025-10-21T19:44Z 20K followers, XX engagements
"@przidnt1 Honestly they should just exit on LeBron and Reeves for as many picks as they can get then hope for mix of FA signings and superstar on the loose (Devon Booker might be an option)"
X Link @gonglei89 2025-10-22T04:58Z 20K followers, XXX engagements
"@Modsognir2 @AngelicaOung So long as China thinks the US is trying to position for long term rebasing in PH they will never evacuate the forward picket position theyve established in the SCS and may yet build up more. Ultimately while the US is in the picture theyre going to maintain strategic pressure"
X Link @gonglei89 2025-10-22T06:55Z 20K followers, XXX engagements
"@Modsognir2 @AngelicaOung Resolving Taiwan may relax some pressure if it also means the US retreats more from the WestPac theater. If the US persist in the region and continues to find other ways to try to exert presence to maintain containment as a future option China isnt reducing presence in SCS"
X Link @gonglei89 2025-10-22T06:58Z 20K followers, XXX engagements
"Most Chinese people prefer consumer surplus. They like being able to save. But I suspect the average you have in mind is an upper class social circle given your Ghiblified pfp has a private jet in the backgroundπ€·π»β Doubt you speak regularly with folks making the average income"
X Link @gonglei89 2025-10-22T16:54Z 20K followers, 2011 engagements
"Well punish China even if it means wrecking our own economy sounds very persuasive until quarterly earnings collapse and the recession hits"
X Link @gonglei89 2025-10-15T15:52Z 20K followers, 15.6K engagements
"I mean youre clearly a dude pretending to be a Chinese girl using a Korean social media influencers stolen pfp so if youre not embarrassed by that then yeah I guess there isnt really anything that could make you feel embarrassed"
X Link @gonglei89 2025-10-21T07:28Z 20K followers, 34.1K engagements
"@Marxistcham @przidnt1 Lebron gonna quit on this team before the trade deadline would be where my moneys at"
X Link @gonglei89 2025-10-22T07:49Z 20K followers, XX engagements
"Development is overproduction. No one called it overproduction when the US made so much everyone could get cheap cars and houses and fast foodπ€·π»β The point of an economy is having more nice things not profits. Yall just trying to stigmatize abundance now because its China"
X Link @gonglei89 2025-10-22T17:08Z 20K followers, 2524 engagements
"@pstAsiatech Of course because China already put in decades of work on semiconductor self sufficiency. They only need to close a XX% capability gap whereas the US has to close a XX% capability gap for REEs and other export controlled materials. This trade fight was ill conceived from day 1"
X Link @gonglei89 2025-10-10T13:01Z 20K followers, 1764 engagements
"Of course because China already put in decades of work on semiconductor self sufficiency. They only need to close a XX% capability gap whereas the US has to close a XX% capability gap for REEs and other export controlled materials. This trade fight was ill conceived from day 1"
X Link @gonglei89 2025-10-10T13:01Z 20K followers, 20.5K engagements
"People learning a bunch of popularized loaded tropes about China from a decade ago and thinking theyre eternal conditions so they can feel forever smug and reassured about their sense of geopolitical superiority is backfiring so hard on a certain kind of western mind right now"
X Link @gonglei89 2025-10-11T06:43Z 20K followers, 27.5K engagements
"After so many years of these Chinese dissident types insisting every popular hyped adversity that enters the narrative stream spells doom for China and the CCP the only reason you should still be taking any of these folks seriously is if you want to be swindled"
X Link @gonglei89 2025-10-16T03:03Z 20K followers, 9370 engagements
"@1taiwantalk The ponzi scheme is somehow taking the global industrial lead. They dont run the economy in China for the financial class so Im not sure what case youre trying to rest π€"
X Link @gonglei89 2025-10-22T04:53Z 20K followers, XXX engagements
"Chinas banking assets are 3.5x GDP because bank loans are by far the most predominant form of financial tender in Chinas financial system with few other kinds of instruments. Chinas financial system operates off lower risk and lower leverage financing methods than the US"
X Link @gonglei89 2025-10-22T19:45Z 20K followers, 1443 engagements
/creator/twitter::gonglei89