#  @hanchkp190 han han posts on X about china, ai, in the, iran the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1956888610998833152/interactions)  - [--] Week [---] -96% - [--] Month [------] +124% ### Mentions: [--] [#](/creator/twitter::1956888610998833152/posts_active)  - [--] Month [--] -68% ### Followers: [------] [#](/creator/twitter::1956888610998833152/followers)  - [--] Week [--] +3.10% - [--] Month [--] +27% ### CreatorRank: undefined [#](/creator/twitter::1956888610998833152/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) [gaming](/list/gaming) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [china](/topic/china), [ai](/topic/ai), [in the](/topic/in-the), [iran](/topic/iran), [taiwan](/topic/taiwan), [$now](/topic/$now), [greenland](/topic/greenland), [countries](/topic/countries), [qatar](/topic/qatar), [servicenow](/topic/servicenow) **Top accounts mentioned or mentioned by** [@qualityinvest5](/creator/undefined) [@mikitaposts](/creator/undefined) [@yyyyiiiiiyi](/creator/undefined) [@monicalmarks](/creator/undefined) [@ulrichspeck](/creator/undefined) [@moghaoui](/creator/undefined) [@nobelprize](/creator/undefined) [@zriboua](/creator/undefined) [@vtchakarova](/creator/undefined) [@saynototrading](/creator/undefined) [@kancestchie](/creator/undefined) [@alma18499](/creator/undefined) [@afalkhatib](/creator/undefined) [@sergeycyw](/creator/undefined) [@theaiinvestor](/creator/undefined) [@akyolinenglish](/creator/undefined) [@alma271828](/creator/undefined) [@growth1956](/creator/undefined) [@giacobocanegra](/creator/undefined) [@jenischbritta](/creator/undefined) **Top assets mentioned** [Now Coin (NOW)](/topic/$now) [ServiceNow Inc (NOW)](/topic/servicenow) [WIX.com Ltd. (WIX)](/topic/$wix) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [SAP SE (SAP)](/topic/$sap) [IBM (IBM)](/topic/ibm) ### Top Social Posts Top posts by engagements in the last [--] hours "@growth1956 @GiacoBocanegra One catalyst would be the rumored management-led buyout. Another would be any news on US-China trade truce (but that would only be for short term). If the thesis holds then just DCA and wait patiently" [X Link](https://x.com/hanchkp190/status/1976489502597316709) 2025-10-10T03:26Z [--] followers, [--] engagements "@NobelPrize @NobelPrize the Peace Prize would lose its credibility if what Trump achieved in the Middle East is not acknowledged. We don't have to be Trump's MAGA fan but credits goes where it's due" [X Link](https://x.com/hanchkp190/status/1976526399994241288) 2025-10-10T05:53Z [--] followers, [----] engagements "@Milan_Pualic @GiacoBocanegra @growth1956 Yes that's where the real risk lies However it is likely to be China's negotiation tactic ahead of Trump-Xi meeting" [X Link](https://x.com/hanchkp190/status/1976535442918195596) 2025-10-10T06:29Z [--] followers, [--] engagements "@JenischBritta @dmpetro @NobelPrize The same can be said to Obama whose Middle East policy was not just wrong but rather disastrous" [X Link](https://x.com/hanchkp190/status/1976556552648622416) 2025-10-10T07:52Z [--] followers, [--] engagements "@free_imekifuna @Asadthegeek @NobelPrize Truth will manifest itself. By the way if you are from Uganda check how Yoni Netanyahu was martyred in the Entebbe raid in [----] :))" [X Link](https://x.com/hanchkp190/status/1976557846666842200) 2025-10-10T07:58Z [--] followers, [--] engagements "@JenischBritta @dmpetro @NobelPrize If one got the Nobel Peace Prize the other also can just for the right things he did :))" [X Link](https://x.com/hanchkp190/status/1976565411303805139) 2025-10-10T08:28Z [--] followers, [--] engagements "$IBM and $GD both reached all time high today. Thanks to @alma18499 for highlighting these two relatively low-key but critical quantum players :))" [X Link](https://x.com/hanchkp190/status/1981797575054508198) 2025-10-24T18:58Z [--] followers, [--] engagements "@alma18499 @kadmitriev The [----] revolution in Romania also started with its Hungarian minorities in Timisoara :))" [X Link](https://x.com/hanchkp190/status/1982240247967576091) 2025-10-26T00:17Z [--] followers, [--] engagements "@StockNews690137 Have to say that Bessent is the GOAT. "Argentine pesos buy low sell high."" [X Link](https://x.com/hanchkp190/status/1982884429896036799) 2025-10-27T18:57Z [--] followers, [--] engagements "@MonicaLMarks Post-Arab Spring Tunisia had certainly sparked some hope in us the followers of MENA politics. Yet one could argue that Lebanon can also be considered a democracy albeit quite flawed. Interestingly both have Phoenician lineage" [X Link](https://x.com/hanchkp190/status/1984038930401128537) 2025-10-30T23:25Z [--] followers, [--] engagements "@WooleryCapital @jam_croissant Not really the thing is Taiwan is more than just TSMC foundry but almost an entire semiconductor supply chain including other companies like ASE MediaTek and many less well-known ones like Quanta KYEC etc" [X Link](https://x.com/hanchkp190/status/1984783536004423908) 2025-11-02T00:44Z [--] followers, [--] engagements "@MZYouhana @__Injaneb96 They are not the same. Let me tell you with inaccurate terms: Fascists are slightly less worse than Marxists. Empirically many rightist authoritarian regimes transitioned into liberal democracy (Greece Portugal Spain South Korea etc.) but the leftist ones struggle much more" [X Link](https://x.com/hanchkp190/status/1985025251198083231) 2025-11-02T16:44Z [--] followers, [--] engagements "@liqian_ren And seriously just to name a few the censorship the surveillance the suppression of press and civil society the Covid confinement. If one still need to ask this question then one probably doesn't understand freedom" [X Link](https://x.com/hanchkp190/status/1985599708962918792) 2025-11-04T06:47Z [--] followers, [--] engagements "@deykyong @Soh_Shorts Marxism & Soviet Union haven't been reckoned worldwide like Nazi Germany. People are ignorant and naively regard the far left as "the good guys" opposing the "fascist" rightwing. A common misconception that the left has a monopoly over liberal democracy" [X Link](https://x.com/hanchkp190/status/1985782011382956176) 2025-11-04T18:51Z [--] followers, [---] engagements "@liqian_ren Taiwanese themselves holds the most important position. And historically China doesn't have a good military (or soccer) record against Japan either (except in WWII with the US on its side)" [X Link](https://x.com/hanchkp190/status/1986979676355547234) 2025-11-08T02:10Z [--] followers, [---] engagements "@mo_shawki2 Should we count UAE's MBZ and Algeria's military government Unfortunately obscurantism and lack of education breed widespread MB populism" [X Link](https://x.com/hanchkp190/status/1987397028729479434) 2025-11-09T05:49Z [--] followers, [--] engagements "@beefcubee @_johnnymaga @grok Plus in history there are many examples of rightist dictatorships that transitioned to democracy (Portugal Spain Greece S. Korea Argentina Chile etc.) but countries under leftist authoritarianism struggle much more (the only successful ones are Eastern Europe)" [X Link](https://x.com/hanchkp190/status/1987643218310152664) 2025-11-09T22:07Z [--] followers, [--] engagements "@MonicaLMarks That country has been in perpetual civil wars and chaos. Realistically speaking partition might not be a bad idea. The EU is good at signing statements but it won't send any peace-keeping troops nor offer any realistic solution" [X Link](https://x.com/hanchkp190/status/1987993366697832522) 2025-11-10T21:18Z [--] followers, [--] engagements "@MonicaLMarks I actually would give Sharaa more benefit of doubt than Mamdani (both were unfairly labelled). Syrian civil war was brutal (so yes a rough past) - hefty price paid and hard lessons learned. Sharaa is pursuing pragmatism and diplomacy while Mamdani is promising utopia" [X Link](https://x.com/hanchkp190/status/1988151223313404206) 2025-11-11T07:46Z [--] followers, [--] engagements "@anaraintuitive @afalkhatib Ironically wish I could tell Sarsour that my spiritual journey as a convert started from stories in Tanakh/Torah and the movie "Prince of Egypt" featuring Musa/Moses' story with Ofra Haza's "Deliver Us". Not sure if she would acknowledge Jews' contributions π" [X Link](https://x.com/hanchkp190/status/1988497263933485422) 2025-11-12T06:41Z [--] followers, [--] engagements "@afalkhatib Ironically wish I could tell Sarsour that my spiritual journey as a convert actually started from stories in Tanakh/Torah and the movie "Prince of Egypt" featuring Musa/Moses' story with Ofra Haza's "Deliver Us". Not sure if she would acknowledge Jews' contributions π" [X Link](https://x.com/hanchkp190/status/1988497935206683078) 2025-11-12T06:43Z [--] followers, [--] engagements "@baytifirasik @afalkhatib Ironically wish I could tell Sarsour that my spiritual journey as a convert actually started from stories in Tanakh/Torah and the movie "Prince of Egypt" featuring Musa/Moses' story with Ofra Haza's "Deliver Us". Not sure if she would acknowledge Jews' contributions π" [X Link](https://x.com/hanchkp190/status/1988498318889009545) 2025-11-12T06:45Z [--] followers, [--] engagements "@StockNews690137 @OphirGottlieb For e-commerce I find $MELI more predictable; LATAM is US' backyard after all and Milei's reform can be a tailwind" [X Link](https://x.com/hanchkp190/status/1988677448654008667) 2025-11-12T18:37Z [--] followers, [---] engagements "@QualityInvest5 I thought the same and bought a little yesterday" [X Link](https://x.com/hanchkp190/status/1989752414891831733) 2025-11-15T17:48Z [--] followers, [---] engagements "@AlexCar48971112 @Noahpinion Actually thanks to foreign direct investments from the US Japan Taiwan and Europe. @WinstonyinWU https://x.com/WinstonyinWU/status/1986313151034630336s=20 @RightScopee yes Most people have yet to realize that the United States is in the midst of a cognitive warfare campaign. Massive foreign funding is supporting Americas academic and media institutions. For at least twenty years these forces have been at work distorting public discourse https://x.com/WinstonyinWU/status/1986313151034630336s=20 @RightScopee yes Most people have yet to realize that the United States" [X Link](https://x.com/hanchkp190/status/1989856351942590747) 2025-11-16T00:41Z [--] followers, [--] engagements "@AmbWuJianghao Befriending the CCP leads to only misery massacres and pandemics cf. Covid-19 failed states like North Korea Khmer Rouge & Myanmar" [X Link](https://x.com/hanchkp190/status/1990631673122402489) 2025-11-18T04:02Z [--] followers, [--] engagements "@ulrichspeck All in all the Free World has to play the patient game; we need a bit of luck. Aside from the rare earth choke what might be more problematic is that Nvidia OpenAI etc. all have considerable Chinese(-American) engineers and researchers" [X Link](https://x.com/hanchkp190/status/1998271026141290757) 2025-12-09T05:58Z [--] followers, [---] engagements "@ulrichspeck seems a Gordian knot IMO. Throughout history China has always suffered from threats from the north (today's ). To me that seems one reason why the US is acting in this weird way. Now is paramount to contain ; luckily has not been as complacent" [X Link](https://x.com/hanchkp190/status/1998284628705341775) 2025-12-09T06:52Z [--] followers, [--] engagements "@MrPanzin @ulrichspeck Look he first started the trade war against in [----] and continued it this term. Yet crafted the rare earth ban effectively a choke on our weaponry. Unfortunately it's challenging to counter on two fronts. With the looming midterm he doesn't have the cards" [X Link](https://x.com/hanchkp190/status/1998287313642602513) 2025-12-09T07:03Z [--] followers, [--] engagements "@MrPanzin @ulrichspeck All in all Putin could drag this war for so long because of 's tacit support; they've built a network evading sanctions via BRICS. It was a huge mistake to outsource critical industries to China but I guess this mistake is largely not Trump's but his predecessors'" [X Link](https://x.com/hanchkp190/status/1998288902134919643) 2025-12-09T07:09Z [--] followers, [--] engagements "@GermanyDiplo @AussenMinDE Free trade only among allies; the others should be locked out or at least shouldn't be free. For the same reason you ban repeated foul players in Bundesliga" [X Link](https://x.com/hanchkp190/status/1998294781227909588) 2025-12-09T07:32Z [--] followers, [--] engagements "@antipartison @reddit_lies Exactly a manufactured quasi-civil war" [X Link](https://x.com/hanchkp190/status/1998298506310963665) 2025-12-09T07:47Z [--] followers, [--] engagements "@ulrichspeck IMO regarding H200 chips it's more subtle and a dilemma. It's true that access to advanced chips needs to be limited. Meanwhile it's overlooked that Nvidia's real dominance lies in its software the more widely Nvda hardwares are used the more dominant its software is in AI" [X Link](https://x.com/hanchkp190/status/1998304350050066546) 2025-12-09T08:10Z [--] followers, [---] engagements "@SergeyCYW @ftr_investors $NOW has had a shopping spree this year: data dot world Moveworks Veza and Armis. It seems they are trying to replicate Palantir's features through these acquisitions" [X Link](https://x.com/hanchkp190/status/2003897855547990210) 2025-12-24T18:37Z [--] followers, [--] engagements "@zriboua IMO this is an actual expansion in the sense that a new country (Arabic as one of its languages and 90% Muslim) establishes formal relation" [X Link](https://x.com/hanchkp190/status/2004706435062792209) 2025-12-27T00:10Z [--] followers, [--] engagements "@SergeyCYW Softwares which underperformed this year but must show ROI for this AI fueled rally to continue" [X Link](https://x.com/hanchkp190/status/2004986886084067720) 2025-12-27T18:44Z [--] followers, [---] engagements "@denisewu @danzwku In Africa there is also Eswatini which formally recognizes only Taiwan (ROC)" [X Link](https://x.com/hanchkp190/status/2005073872643916204) 2025-12-28T00:30Z [--] followers, [--] engagements "@alma18499 @jurgen_nauditt @Kasparov63 Europe reminds me of $GE or $IBM stock overlooked as "legacy business" but actually with almost impenetrable moats (e.g. besides ASML and Airbus EU has Zeiss and Safran etc.). The US shouldn't overlook Europe and Europe stop demoralizing itself" [X Link](https://x.com/hanchkp190/status/2005077885858840759) 2025-12-28T00:46Z [--] followers, [--] engagements "@QualityInvest5 ASICS is another good one from" [X Link](https://x.com/hanchkp190/status/2005173960422703572) 2025-12-28T07:08Z [--] followers, [---] engagements "@vtchakarova On the other hand you are right that Europe is just slow complacent and lacking a larger scale. It does have moaty technologies (with almost impenetrable moats) e.g. ASML Zeiss Safran/Airbus Fincantieri even Nokia etc. And Shelly Group is " [X Link](https://x.com/hanchkp190/status/2005359326291284094) 2025-12-28T19:24Z [--] followers, [---] engagements "@denisewu @mna_roc @MoNDefense @denisewu I wish Jensen Huang were on X so that we can confront him on his previous hypocritical answer on "China hawk"" [X Link](https://x.com/hanchkp190/status/2005573584937509169) 2025-12-29T09:36Z [--] followers, [--] engagements "@AdrienDesautels @JennyChachan Looking back Imperial Japan was the optimal choice back then (cf its former colonies Taiwan or South Korea). The geopolitical situation was that China would be controlled by either Japan or Soviet Union; the latter is a hopeless case" [X Link](https://x.com/hanchkp190/status/2006465884693598689) 2025-12-31T20:41Z [--] followers, [--] engagements "@CatholicFQ @chamath In Marshall Plan [---] [---] and [---] we benefitted from having likeminded allies e.g. Europe is where the Holy See is. In Marshall Plan [---] we introduced China a dishonest abuser of trade a corrupt communist tyranny into our sphere of prosperity 2/2" [X Link](https://x.com/hanchkp190/status/2006845106025087048) 2026-01-01T21:48Z [--] followers, [--] engagements "@ratlpolicy The oceanography of the Taiwan Strait is a natural moat. The capability to counterstrike China Mainland seems more important: to threaten China's east coast is a good deterrence and could cut off supply for any amphibian attempts" [X Link](https://x.com/hanchkp190/status/2006866939789062304) 2026-01-01T23:15Z [--] followers, [--] engagements "@ZeeContrarian1 "You can make a significant amount of money when a volatile stock barely moves at all." That's your $NBIS strategy" [X Link](https://x.com/hanchkp190/status/2006893495697473550) 2026-01-02T01:01Z [--] followers, [----] engagements "@QualityInvest5 I agree $WIX probably outperforms and I prefer it over $MNDY. It does operate in a competitive landscape and has a narrow moat. Its wild card is Base44 which I would keep a closer eye on to see if it succeeds; in that case $WIX can be re-rated much higher" [X Link](https://x.com/hanchkp190/status/2006895143815684558) 2026-01-02T01:07Z [--] followers, [---] engagements "@yyyyiiiiiyi @QualityInvest5 I am bullish and I find $WIX management likable but I try to be cautious and objective" [X Link](https://x.com/hanchkp190/status/2006897914111729712) 2026-01-02T01:18Z [--] followers, [--] engagements "@yyyyiiiiiyi @QualityInvest5 In that case do you see any SaaS companies that are relatively safe from being commoditized and can emerge as winners $WIX itself is a SaaS company. $PLTR probably can't be vibe-coded no" [X Link](https://x.com/hanchkp190/status/2006903742000673089) 2026-01-02T01:41Z [--] followers, [---] engagements "@yyyyiiiiiyi @QualityInvest5 Of course a company's management which consist of humans is important. A shady management is a good reason for not to invest in a company" [X Link](https://x.com/hanchkp190/status/2006905884098592926) 2026-01-02T01:50Z [--] followers, [--] engagements "@yyyyiiiiiyi @QualityInvest5 I guess cybersecurity companies should be rather safe as well. What do you think of ServiceNow Adobe Snowflake and MongoDB" [X Link](https://x.com/hanchkp190/status/2006906686335062204) 2026-01-02T01:53Z [--] followers, [--] engagements "@SergeyCYW $TXN is a wild card; it definitely occupies a unique role in the semiconductor ecosystem. If the demand for analogs picks up then its price will be re-rated. Its a quality company and doesnt compete with GPU or CPU companies" [X Link](https://x.com/hanchkp190/status/2007252366006071453) 2026-01-03T00:47Z [--] followers, [---] engagements "@yyyyiiiiiyi Funny thing that we were just talking about vibe-coding disrupting SaaS yesterday. And today SaaS was massacred" [X Link](https://x.com/hanchkp190/status/2007252775701557481) 2026-01-03T00:48Z [--] followers, [--] engagements "@yyyyiiiiiyi I have a sizable position in $WIX because I like the asymmetry. If we believe in mean reversion then at some point this short SaaS trade will unwind. After all Nvidia is also arguably also a software company among hardware companies" [X Link](https://x.com/hanchkp190/status/2007257443345281494) 2026-01-03T01:07Z [--] followers, [---] engagements "@QualityInvest5 Even the best companies can have long periods of non-performance; one shouldn't be fooled by short term actions - this is my lesson. Does this lesson apply to softwares right now (pun intended $NOW)" [X Link](https://x.com/hanchkp190/status/2007326842425114663) 2026-01-03T05:43Z [--] followers, [---] engagements "@McFaul It's our job to make sure China doesn't have the capability to do so. rule the waves" [X Link](https://x.com/hanchkp190/status/2007397113936916542) 2026-01-03T10:22Z [--] followers, [---] engagements "@Liathetrader @27khv Even if you dislike Trump in terms of foreign policy his admin is underrated. This is the right way to pressure and weaken Russia optimizing the usage of US military and ammunition" [X Link](https://x.com/hanchkp190/status/2007555911666282904) 2026-01-03T20:53Z [--] followers, [--] engagements "@avygal It is a non-player luckily with tiny land and tiny population. It also relies on the US security umbrella. If the Islamic Republic of Iran is toppled then Qatar will have to pivot" [X Link](https://x.com/hanchkp190/status/2007643224501006554) 2026-01-04T02:40Z [--] followers, [--] engagements "@moghaoui @shalommann From what I read it's about avoiding chaos/civil war in Venezuela. The regime still controls the military etc. and the opposition i.e. Machado frankly got a free ride and isn't actually ready to exert effective control" [X Link](https://x.com/hanchkp190/status/2007648880830362117) 2026-01-04T03:02Z [--] followers, [--] engagements "@moghaoui @shalommann I think the case in Syria is that the opposition has governed Idlib rather well for few years before taking over. But also Jolani got backing from KSA and Turkey who know how to talk to Trump admin. The new Syria is still rather fragile" [X Link](https://x.com/hanchkp190/status/2007653722936225907) 2026-01-04T03:22Z [--] followers, [--] engagements "@moghaoui And yes ofc the move is aimed at China & Russia & Iran. It is primarily geopolitics. In the worst scenario the US will consolidate in the Americas and put an Iron Curtain [---] for a protracted Cold War 2.0" [X Link](https://x.com/hanchkp190/status/2007661945919623330) 2026-01-04T03:54Z [--] followers, [--] engagements "@KairosPraxis Its multiple is constantly suppressed already due to the geo risk always traded at a discount comparing to other semiconductor companies" [X Link](https://x.com/hanchkp190/status/2007671250592883048) 2026-01-04T04:31Z [--] followers, [---] engagements "@ThomasL03031809 @The_AI_Investor Ackman's logic is false if you look at the history of WWII US oil embargo led to Pearl Harbor. But in the case of Venezuela it has little effect on Taiwan" [X Link](https://x.com/hanchkp190/status/2007889532725940504) 2026-01-04T18:59Z [--] followers, [--] engagements "@mikitaposts On the other hand let's not be overly optimistic and complacent; the Cold War [---] requires patience. Our challenges are: re-industrialization science & tech race and weakening useful idiots (Marxists Islamists AOC-Mamdani-thirdworldists etc.)" [X Link](https://x.com/hanchkp190/status/2007934939296145538) 2026-01-04T21:59Z [--] followers, [---] engagements "@WinstonyinWU @Z_Rex2017 Exactly as long as the CCP still imposes foreign exchange control RMB will not replace USD. No one likes illiquid assets (not freely traded hard to sell/withdraw). Fundamentally the CCP doesn't respect property rights; investors find it untrustworthy" [X Link](https://x.com/hanchkp190/status/2008109885066756538) 2026-01-05T09:34Z [--] followers, [--] engagements "@McFaul Please apply some empiricism/realism and look at past failures like Karzai & Ghani. Hastily transplanting democracy is unwise and detrimental. And please listen to Rubio's explanation in the interview with some humility" [X Link](https://x.com/hanchkp190/status/2008127579560300630) 2026-01-05T10:44Z [--] followers, [---] engagements "@SayNoToTrading Per my understanding however $HON shares do not really include any ownership of Quantinuum. Otherwise $HON would be a lot more interesting. :/" [X Link](https://x.com/hanchkp190/status/2008651276196999679) 2026-01-06T21:25Z [--] followers, [---] engagements "@MonicaLMarks For example JCPOA (Iran Nuclear Deal) is a good example of abusing rule-based intl order. The regime almost got both funding and nukes. What worked in the end was the Midnight Hammer operation. And it's by no means the only example cf China in trade in "South China Sea" etc" [X Link](https://x.com/hanchkp190/status/2008698074999238978) 2026-01-07T00:31Z [--] followers, [--] engagements "@mehdirhasan How much money does Qatar pay you for the propaganda Mehdi Have some fear of God and stop speaking on behalf of all Muslims" [X Link](https://x.com/hanchkp190/status/2008745795676475394) 2026-01-07T03:41Z [--] followers, [--] engagements "@Hank_xbt @sentdefender Territories that the "Great White Bear" took from you: Tuva Outer Mongolia Vladivostok Khabarovsk Sakhalin. Is it because that the "Great White Bear" raped your motherland that you consider it your daddy" [X Link](https://x.com/hanchkp190/status/2008758626966503698) 2026-01-07T04:32Z [--] followers, [---] engagements "@aledeniz If the war in Ukraine continues ultimately weakening Russia then China will take advantage of Russian Far East most likely in a covert way. In the case of a regime change in Russia e.g. a pro-West government only then China will try to interfere more openly" [X Link](https://x.com/hanchkp190/status/2008854618865062187) 2026-01-07T10:53Z [--] followers, [----] engagements "@QualityInvest5 $HII the only aircraft carrier maker. .but also only has one customer that is the US gov π" [X Link](https://x.com/hanchkp190/status/2009176326054531519) 2026-01-08T08:12Z [--] followers, [---] engagements "@MonicaLMarks It's a tragedy and shouldn't have happened but come on it's a fact that she was deliberately obstructing law enforcement" [X Link](https://x.com/hanchkp190/status/2009266987885629575) 2026-01-08T14:12Z [--] followers, [--] engagements "@FTyrol24737 @vtchakarova And my last remark is this: Europe you woke up too late to Putin's ambition and now you are making the same mistake with China who is in fact the financier of Putin's war. Complacency begets weakness and instability -- it is fatal to the precious European civilization" [X Link](https://x.com/hanchkp190/status/2009368428604280841) 2026-01-08T20:55Z [--] followers, [--] engagements "@FTyrol24737 @vtchakarova Well France's debt would probably go first as you must know" [X Link](https://x.com/hanchkp190/status/2009388042168173033) 2026-01-08T22:13Z [--] followers, [--] engagements "@QualityInvest5 But I remember uncertainty was high because expectation was also high. The Open AI deal was unexpected. Now let's remember that $MU was at $60s in the April sell-off and stayed below $100 for quite some timeππ₯²" [X Link](https://x.com/hanchkp190/status/2009741792384594084) 2026-01-09T21:39Z [--] followers, [---] engagements "@khamenei_ir" [X Link](https://x.com/hanchkp190/status/2009778616511443110) 2026-01-10T00:05Z [--] followers, [--] engagements "@Ecgberht4 @timurkuran Rather than these theories in books it is much better to look at reality. The regime is hugely unpopular and Khamenei himself has his days numbered. His regime is not elite; if there is any elite of Iran it's the Royal Family in exile" [X Link](https://x.com/hanchkp190/status/2009786639435055274) 2026-01-10T00:37Z [--] followers, [--] engagements "@moghaoui What is the truth of the history of Mossadegh (believed to be the first democratically elected prime minister) and Operation Ajax coup d'etat" [X Link](https://x.com/hanchkp190/status/2010199919152509375) 2026-01-11T03:59Z [--] followers, [--] engagements "@zriboua Its unserious to still call the Islamic Republic a government. It is an illegitimate regime" [X Link](https://x.com/hanchkp190/status/2010491008396534242) 2026-01-11T23:16Z [--] followers, [---] engagements "@zriboua This is perhaps a sign that Qatar is jumping ship and abandoning the regime in Iran. So as you've estimated the Islamic Republic's days are numbered" [X Link](https://x.com/hanchkp190/status/2010882245511561690) 2026-01-13T01:11Z [--] followers, [--] engagements "@Trader_Jew The worst thing Qatar has done is in terms of soft power i.e. Aljazeera and Georgetown etc. Once regime change in Iran succeeds it will be a blow on Qatar's hard power. A good sign is that the US designates "Muslim Brotherhood"s as terrorist organizations" [X Link](https://x.com/hanchkp190/status/2011123064747037067) 2026-01-13T17:07Z [--] followers, [--] engagements "@kenmoriyasu @LukeDCoffey Considering Mongolia which has been a fairly stable democracy but trapped between China and Russia" [X Link](https://x.com/hanchkp190/status/2011153811503792513) 2026-01-13T19:10Z [--] followers, [--] engagements "@moghaoui This is China's standard practice. To just finger point at CIA ICA CAI IAC" [X Link](https://x.com/hanchkp190/status/2011213683045626277) 2026-01-13T23:08Z [--] followers, [--] engagements "@Trader_Jew That Mosaddegh represented democracy is however a myth purposefully disseminated by the left. (Obama was dumb enough to have apologized for it.) It was a common strategy of the Soviets to incubate communist factions inside nationalist parties of the third world" [X Link](https://x.com/hanchkp190/status/2011512639810388157) 2026-01-14T18:56Z [--] followers, [--] engagements "@nick_naulty @EndGameWW3 Isolationists miss one point that the USD the world's most accepted currency is essentially backed by our military might. The US doesn't have to devote itself to nation-building but we must punish our enemies and safeguard our interests unapologetically" [X Link](https://x.com/hanchkp190/status/2011553506206105914) 2026-01-14T21:38Z [--] followers, [--] engagements "@QualityInvest5 @Mindset4Money_X Bill McDermott would say "ServiceNow is not a SaaS company. We are an AI platform company. There is one AI platform that connects your business East to West North to South that is ServiceNow. Our AI control tower." π" [X Link](https://x.com/hanchkp190/status/2011577842447106096) 2026-01-14T23:15Z [--] followers, [---] engagements "@grok @MaximumUtils @ArmchairAdml @grok Is it true that there is a connection between the US-Saudi relation and the petrodollar system How does it contribute to the USD's global dominance" [X Link](https://x.com/hanchkp190/status/2012214490578751654) 2026-01-16T17:24Z [--] followers, [--] engagements "@ParanoidPol Once Iran is freed let's move it to Bandar Abbas and also have our navy there. It will be much more strategic rendering the tiny Qatar irrelevant" [X Link](https://x.com/hanchkp190/status/2012217298812051751) 2026-01-16T17:36Z [--] followers, [---] engagements "@rowdyamerican69 @zerohedge China having built [--] aircraft carriers recently and planning a war in the Pacific won't take a warning like "The US is locked and loaded" seriously if that's the case. A free Iran has much to offer as a Middle Eastern ally: oil gas minerals human capital strategic bases" [X Link](https://x.com/hanchkp190/status/2012318228756803956) 2026-01-17T00:17Z [--] followers, [--] engagements "@rowdyamerican69 @zerohedge It would be a grand reshuffle in the Middle East as a Free Iran would be an ally that can put a check on terrorism and lock China out of petroleum trade. Our problems in the Middle East largely result from Carter's failure in Iran in 1970s would be nice to fix the root cause" [X Link](https://x.com/hanchkp190/status/2012320246485438973) 2026-01-17T00:25Z [--] followers, [--] engagements "@al3omda1916 @tammydiamonds First please avoid speaking on behalf of the KSA leadership. If you think US-KSA relation is purely transactional and ignores the historical friendship then it can also be reciprocal. Let me remind you that KSA still needs F35 jets and AI hardwares. Peace" [X Link](https://x.com/hanchkp190/status/2012571325609464041) 2026-01-17T17:02Z [--] followers, [--] engagements "@al3omda1916 @tammydiamonds Yeah so much identity-based GCC relations that made me wonder lately what's all these rifts with the Emirates. Similar examples can be found in the Arab League and IOC. Your understanding of religion is limited that's why you put labels on humankind" [X Link](https://x.com/hanchkp190/status/2012597559672316408) 2026-01-17T18:47Z [--] followers, [--] engagements "@PoliFights @ThomasZ93077836 It's a popular myth that Mossadegh was democratically elected. He was a nationalist like Kuomintang which the Soviets used to incubate pure-breed communists/leftists. Shah had the power to remove him according to the constitution. Read a few posts from Iranian diaspora pls" [X Link](https://x.com/hanchkp190/status/2012710443437998160) 2026-01-18T02:15Z [--] followers, [--] engagements "@morgan_downey A free Iran would be a far superior ally (oil gas minerals human capital strategic gateway to Central Asia) than the likes of Islamist Qatar. Both countries have inferior complexes and are feeling insecure as they would risk becoming irrelevant" [X Link](https://x.com/hanchkp190/status/2012715887023763511) 2026-01-18T02:37Z [--] followers, [---] engagements "@iranidaturan @ApostateProphet I wish Iranian opposition highlight this aspect. Ofc it's about human rights and freedom but it's also to the US' interests to have a free Iran as an ally just like before [----]. It will put a check on extremism stabilize the region and weaken China and Russia" [X Link](https://x.com/hanchkp190/status/2012753036079218824) 2026-01-18T05:04Z [--] followers, [--] engagements "@Kenntnis22 Regardless of whatever problems European countries have it's very stupid to escalate and to offend one's closest and perhaps the most loyal allies. Optics and rhetorics matter in such cases. "Do nothing -- win" Chad Xi Jinping meme is perfect here. π" [X Link](https://x.com/hanchkp190/status/2012876770949661068) 2026-01-18T13:16Z [--] followers, [---] engagements "@serpentza Unfortunately China excels at abusing rules. It's a sobering lesson that rules are rules only if people respect/don't abuse them. for the same reason it was a mistake to have allowed China into the WTO/global trade" [X Link](https://x.com/hanchkp190/status/2012881648593825856) 2026-01-18T13:35Z [--] followers, [--] engagements "@AkyolinEnglish The difference IMO is that countries like Greece and Bulgaria etc. and their Christians are still more influenced/tempered by Western Europe & US. In the East our mentality is still more terrible because we are "anti-West" by construct and also culturally more collectivist" [X Link](https://x.com/hanchkp190/status/2012921910330261737) 2026-01-18T16:15Z [--] followers, [---] engagements "@AkyolinEnglish For example most constitutions in the Muslim world designate Islam as a "state religion" in an exclusive manner; this is certainly not the case for Bulgaria or Greece. Religious reform seems a product of this separation of powers (papacy vs. monarchy) in history" [X Link](https://x.com/hanchkp190/status/2012926160741523538) 2026-01-18T16:32Z [--] followers, [---] engagements "@LOGOinvestor @levie And if one looks at ServiceNow's products (e.g. Control Tower) and recent acquisitions (e.g. Veza) it seems to be on this path. The question is execution integration and whether customers adopt AI agents fast enough" [X Link](https://x.com/hanchkp190/status/2013080923378516204) 2026-01-19T02:47Z [--] followers, [---] engagements "@BezLlama @IranIntl_En @MillerStanIL @LarryDBern I would guess MBZ and Ilham Aliyev" [X Link](https://x.com/hanchkp190/status/2013301256895214034) 2026-01-19T17:23Z [--] followers, [--] engagements "@DavidZhang360 China also threatens Japan and maritime Southeast Asia notably Philippines" [X Link](https://x.com/hanchkp190/status/2013665701102260501) 2026-01-20T17:31Z [--] followers, [----] engagements "@joey_2003_ @mikitaposts True strategic autonomy which means not to lose control over one's critical industries and defense. Also I think the consensus of the US congress is against forcibly annexing Greenland and is against turning on NATO allies; so Europe has friends here" [X Link](https://x.com/hanchkp190/status/2013682125157912838) 2026-01-20T18:36Z [--] followers, [--] engagements "@e_jokkonen @Atlanticist_ These are not mutually exclusive. Also any forcible annexation of Greenland from the US is unlikely most of the congress even most Republicans are against it. Its more of a rhetorics/optics issue" [X Link](https://x.com/hanchkp190/status/2013804961310634347) 2026-01-21T02:44Z [--] followers, [--] engagements "@mikitaposts I dont think his personal preference dictates our strategy. Western Europe has been complacent and misguided. (Note that the CCP operates in a covert way: infiltration corruption coercion compromising.) In contrast Eastern Europe has always been vigilant in its security" [X Link](https://x.com/hanchkp190/status/2013830114190966872) 2026-01-21T04:24Z [--] followers, [----] engagements "@envisionedluna @mikitaposts I wouldnt say being nice. Just a more reconciliatory tone that avoids escalation would work better. In reality any US military action on Greenland is highly unlikely; tariffs/negotiation are Trumps only tools. Falling into Chinas trap just to piss off the US is a bad idea" [X Link](https://x.com/hanchkp190/status/2013899838740463813) 2026-01-21T09:01Z [--] followers, [---] engagements "@Kancestchie @mikitaposts And by a parallel logic the US subsidized NATO defense but when it comes to situations like Iran Cuba & Venezuela also dont side with the US 100%. concerned blahblah international laws blahblah monitoring blahblah" [X Link](https://x.com/hanchkp190/status/2013917030315938125) 2026-01-21T10:10Z [--] followers, [--] engagements "@Kancestchie @mikitaposts Job opportunities are good but when it becomes exploitation of poor wages/benefits/labor rights/environmental standards it is not good. All in all its symbiotic just like the US cannot afford abandoning Europe and still has tech like ASML litho icebreakers etc" [X Link](https://x.com/hanchkp190/status/2013920602382283036) 2026-01-21T10:24Z [--] followers, [---] engagements "@Kancestchie @mikitaposts It comes down to the questions what the EU is & what the objectives are. What are the goals for EU enlargement Why was Bulgaria admitted but not Turkey If there should be one way of seeing things then whose way it should be France Germany Italy Poland Greece or Hungary" [X Link](https://x.com/hanchkp190/status/2013926288961015873) 2026-01-21T10:46Z [--] followers, [--] engagements "@Kancestchie @mikitaposts The problem is France will have to convince Germany and Italy and Netherlands etc. etc. :)) I find France in 1960s diabolical. (Leftists fantasizing Mao; Nuclear tests and war in Algeria etc.)" [X Link](https://x.com/hanchkp190/status/2013936271811391550) 2026-01-21T11:26Z [--] followers, [--] engagements "@Kenntnis22 USS Lincoln actually was out of the Strait of Malacca yesterday and has switched off AIS tracking; it is somewhere in the Indian Ocean now. USS Bush is in COMPTUEX and not moving to CENTCOM" [X Link](https://x.com/hanchkp190/status/2013970382278087041) 2026-01-21T13:42Z [--] followers, [---] engagements "@SixSigmaCapital $WIX" [X Link](https://x.com/hanchkp190/status/2014204474760323497) 2026-01-22T05:12Z [--] followers, [---] engagements "@anni_sen @SayNoToTrading A rare vibe coding play because of Base44 acquisition; I think downside is limited" [X Link](https://x.com/hanchkp190/status/2014519440189034606) 2026-01-23T02:03Z [--] followers, [--] engagements "@zriboua China is ironically the big boss behind all these criminal gangs in Cambodia whose activities ranging from petty telecom scams to gruesome organ harvesting" [X Link](https://x.com/hanchkp190/status/2014746268216574375) 2026-01-23T17:05Z [--] followers, [--] engagements "@QualityInvest5 Does it include dividend" [X Link](https://x.com/hanchkp190/status/2015652996911104055) 2026-01-26T05:08Z [--] followers, [---] engagements "@firstadopter $NOW $SAP $CDNS and $SNPS as named by the great Jensen Huang" [X Link](https://x.com/hanchkp190/status/2020273807957676505) 2026-02-07T23:09Z [--] followers, [---] engagements "@QualityInvest5 I read scattered posts on X Substack Seeking Alpha and Reddit; some bullish some bearish. Youtube is helpful too. Here is a website with reviews of Moveworks an acquisition by $NOW. Ofc you use Finchat/Fiscal AI. https://www.featuredcustomers.com/vendor/moveworks https://www.featuredcustomers.com/vendor/moveworks" [X Link](https://x.com/hanchkp190/status/2020282543698768258) 2026-02-07T23:44Z [--] followers, [---] engagements "@QualityInvest5 My own research seems to suggest that Moveworks acquired by ServiceNow a company which works on AI automated ITSM have good reviews. https://cdn.featuredcustomers.com/CustomerCaseStudy.document/moveworks_broadcom_282232.pdf https://www.moveworks.com/us/en/customers/intercontinental-exchange-turns-tickets-into-todo-list-with-moveworks-employee-experience-insights https://cdn.featuredcustomers.com/CustomerCaseStudy.document/moveworks_broadcom_282232.pdf" [X Link](https://x.com/hanchkp190/status/2020284746266472648) 2026-02-07T23:53Z [--] followers, [--] engagements "@QualityInvest5 @BradoCapital I wish people have more creativity when naming their companies cf. BlackRock Blackstone Blackwater Bridgewater Bridgestone Or Monday vs. Workday Paychex vs. Paycom Intuit vs. Intuitive Surgical $NOW vs. $SNOW ππ΅π«" [X Link](https://x.com/hanchkp190/status/2009073274924523864) 2026-01-08T01:22Z [--] followers, [---] engagements "@AkyolinEnglish I understand what you mean but I would be more specific: modern states in the Muslim world having fused nationalism with religious identity echoing tribalism from the past feebleness of religious reforms due to Muslims' tribal conformity" [X Link](https://x.com/hanchkp190/status/2012916804276928939) 2026-01-18T15:55Z [--] followers, [----] engagements "@QualityInvest5 If I had a huge sum of money I wouldnt find $PG a bad place to park it. It falls into Buffets category companies that dont require good managements IMO" [X Link](https://x.com/hanchkp190/status/2015655408099119357) 2026-01-26T05:17Z [--] followers, [---] engagements "@QualityInvest5 It's cheap relative to its history in which it was priced at a premium but then in terms of absolute P/E and GAAP metrics it is not exactly cheap. $NOW is next door to $NVDA and started AI early and seems to have a reasonable strategy. (The acquisitions seem strategic.)" [X Link](https://x.com/hanchkp190/status/2018311747493400934) 2026-02-02T13:13Z [--] followers, [---] engagements "@QualityInvest5 DeepSeek moment for SaaS. Even Synopsys and Cadence got sold off; both benefit from both AI demand and AI applications IMO" [X Link](https://x.com/hanchkp190/status/2018758512134742308) 2026-02-03T18:48Z [--] followers, [----] engagements "@QualityInvest5 Softwares that are only UI might be disrupted. But these two are not only involved in chips design but even aircraft design; they model complicated physics. Good luck vibe coding a copy of these two" [X Link](https://x.com/hanchkp190/status/2018765947847528742) 2026-02-03T19:18Z [--] followers, [--] engagements "@QualityInvest5 Perhaps also because of the new Fed chair nominee whose policy is perceived to be less friendly to tech and more friendly to industrials" [X Link](https://x.com/hanchkp190/status/2018766897735471222) 2026-02-03T19:21Z [--] followers, [---] engagements "@AndreasSteno Arguably Nvidia can be seen as a software company (CUDA and that half of its employees are software engineers). Softwares that are only user interfaces are likely to be disrupted but would anyone vibe code a copy of Synopsys/Ansys/Cadence or cybersecurity ones" [X Link](https://x.com/hanchkp190/status/2018820924834021628) 2026-02-03T22:56Z [--] followers, [---] engagements "@SayNoToTrading Your point also explains ServiceNow's acquisitions of Veza and Armis; the former manages AI agent identity/access the latter manages physical asset security. If $NOW executes it would reinvent itself" [X Link](https://x.com/hanchkp190/status/2019011489689194826) 2026-02-04T11:33Z [--] followers, [---] engagements "@FIREDUpWealth The names he mentioned include $NOW $SAP $SNPS $CDNS" [X Link](https://x.com/hanchkp190/status/2019055774278852857) 2026-02-04T14:29Z [--] followers, [---] engagements "@IntelBull_ @danielnewmanUV Eeeh good luck vibe coding copies of EDA softwares like $SNPS and $CDNS. Synopsys also owns Ansys; both are involved in simulating aerodynamics in aircraft design" [X Link](https://x.com/hanchkp190/status/2019066465102508427) 2026-02-04T15:12Z [--] followers, [--] engagements "@The_AI_Investor We can keep an eye on the few names he mentioned: $NOW $SAP $SNPS and $CDNS. I am quite convinced the latter two benefit from both AI chip demand and AI applications (digital twins in simulation gen AI in EDA)" [X Link](https://x.com/hanchkp190/status/2019077878747386326) 2026-02-04T15:57Z [--] followers, [---] engagements "@The_AI_Investor Have you paid attention to $NOW It seems to have a good strategy in reinventing itself as a platform of AI agents. I am curious about your assessment. All in all AI applications tend to be more risky than infrastructure as of now" [X Link](https://x.com/hanchkp190/status/2019078814979031204) 2026-02-04T16:01Z [--] followers, [--] engagements "@SayNoToTrading @DerrestWilliams Also Credo doesn't only offer AECs but also optics i.e. ALC (Active LED cables) and ZeroFlap optics transceivers. Long $LITE -short $CRDO traders might be surprised" [X Link](https://x.com/hanchkp190/status/2019169893116178815) 2026-02-04T22:03Z [--] followers, [---] engagements "@QualityInvest5 Have you opened a starter position It's legacy business is solid; and OpenAI Frontier (launched yesterday) was basically copying $NOW's playbook to be a platform of AI agents. (Note that ServiceNow is already a platform of softwares.)" [X Link](https://x.com/hanchkp190/status/2019818447329456526) 2026-02-06T17:00Z [--] followers, [----] engagements "@SpacemanZN @r_goln @QualityInvest5 It is not a zero-sum game I think; $NOW has solid and sticky legacy businesses like ITSM on top of which it can upsell. It will do well as long as it can carve a meaningful market share. All in all OpenAI launching Frontier shows that $NOW has a good strategy" [X Link](https://x.com/hanchkp190/status/2019843604496413002) 2026-02-06T18:40Z [--] followers, [---] engagements "@QualityInvest5 Also ServiceNow's AI research department is in Montreal taking advantage of their proximity to Canada's MILA" [X Link](https://x.com/hanchkp190/status/2019900119341232207) 2026-02-06T22:24Z [--] followers, [---] engagements "@QualityInvest5 [----]. It can be valued with a premium considering its hyper growth and its unique role in national security/defense especially in this precarious era. The stock might also time-correct by being flat for the next few years" [X Link](https://x.com/hanchkp190/status/2020232659042201876) 2026-02-07T20:26Z [--] followers, [---] engagements "@QualityInvest5 The herd doesn't seem to understand that generative AI is a special type of software mimicking intelligence with probability thus have fundamental limitations. Many deterministic softwares will coexist with AI. Many software companies will be the first to take advantage of AI" [X Link](https://x.com/hanchkp190/status/2020236332585611587) 2026-02-07T20:40Z [--] followers, [---] engagements "@QualityInvest5 I also highly recommend this article by Amit Zavery the CPO-COO of ServiceNow. IMO it explains their AI strategy well and dispels some of the FUD. https://www.linkedin.com/pulse/great-misread-ai-doesnt-replace-enterprise-software-redefines-zavery-1jhlc/ https://www.linkedin.com/pulse/great-misread-ai-doesnt-replace-enterprise-software-redefines-zavery-1jhlc/" [X Link](https://x.com/hanchkp190/status/2020287787044663493) 2026-02-08T00:05Z [--] followers, [---] engagements "@Arturo10185 @DrewCohenMoney ServiceNow's headquarter is next door to Nvidia's; and it's one of the SaaS companies that started rather early in AI. ServiceNow AI research is basically Yoshua Bengio's Element AI; as for AI in ITSM its Moveworks seems to be well-received" [X Link](https://x.com/hanchkp190/status/2020313165557575700) 2026-02-08T01:46Z [--] followers, [---] engagements "@DimitryNakhla I would also add $PH a leader in aerospace control systems e.g. hydraulics & pneumatics" [X Link](https://x.com/hanchkp190/status/2020847449745596542) 2026-02-09T13:09Z [--] followers, [---] engagements "RT @NileGardiner: An embarrassment on the world stage. Even worse than Kamala Harris" [X Link](https://x.com/anyuser/status/2022705783134150667) 2026-02-14T16:13Z [--] followers, [---] engagements "An embarrassment on the world stage. Even worse than Kamala Harris. π¨ HOLY SMOKES. Rep. AOC just SELF-DESTRUCTED while trying to represent America in Germany "Should the US commit troops to defend Taiwan" AOC: "Um you know I think that uhh eh this is such a uh you know I th-I think that this is a umm this is of course a uh a very https://t.co/VfT98vKhZY π¨ HOLY SMOKES. Rep. AOC just SELF-DESTRUCTED while trying to represent America in Germany "Should the US commit troops to defend Taiwan" AOC: "Um you know I think that uhh eh this is such a uh you know I th-I think that this is a umm this is" [X Link](https://x.com/anyuser/status/2022493614694101467) 2026-02-14T02:10Z 66.5K followers, [----] engagements "π¨ HOLY SMOKES. Rep. AOC just SELF-DESTRUCTED while trying to represent America in Germany "Should the US commit troops to defend Taiwan" AOC: "Um you know I think that uhh eh this is such a uh you know I th-I think that this is a umm this is of course a uh a very longstanding um policy." WTF They're gonna run her for president LMAO. Brutal. https://twitter.com/i/web/status/2022430243592765584 https://twitter.com/i/web/status/2022430243592765584" [X Link](https://x.com/anyuser/status/2022430243592765584) 2026-02-13T21:58Z 923.4K followers, 2.3M engagements ""We need to instill a Nazi-style hatred for the Jews throughout the Islamic world and to turn this weapon of the emotions into a terrorist bloodbath against Israel and its main supporter the United States." - Yuri Andropov Chairman of the Soviet KGB 1972" [X Link](https://x.com/anyuser/status/2018306166695075912) 2026-02-02T12:51Z 11K followers, 34.1K engagements "RT @alma271828: Not really. The matter with the nomination of Warsh is not Lauder he just personal access and loyalty towards #Trump. Wh" [X Link](https://x.com/anyuser/status/2017404986041278464) 2026-01-31T01:10Z [--] followers, [--] engagements "Not really. The matter with the nomination of Warsh is not Lauder he just personal access and loyalty towards #Trump. What really matters is the Duquesne connection (direct connection to Bessent himself)β Very important as the key aspect of him is to make Treasury and Fed to come to an accord. #Warsh is not a simple hawk or dove. Hes trying to move the #Fed back toward rate tool yes/balance-sheet tool no That creates a regime where term premium rises and the liquidity hedges (#gold / #crypto) stop behaving like one-way reflation plays. The equation is this: front-end relief / helping" [X Link](https://x.com/anyuser/status/2017342952348028981) 2026-01-30T21:03Z [----] followers, 17.2K engagements "Ladies and Gentlemen I present to you your new Federal Reserve Chairman: Ronald Lauder -Heir to the Este Lauder fortune -College Friend of Msr Trump -Ex Ambassador to Austria -President of the World Jewish Congress Ronald's daughter Jane Lauder is married to KevinWarsh. https://twitter.com/i/web/status/2017058658060800216 https://twitter.com/i/web/status/2017058658060800216" [X Link](https://x.com/anyuser/status/2017058658060800216) 2026-01-30T02:13Z 186.2K followers, 504.5K engagements "RT @alma271828: π«§π«§π«§ I want to draw your attention to this post from November: π The key statement I made was that m https://x.com/alma271828/status/1992998368256110909 https://x.com/alma271828/status/1992998368256110909" [X Link](https://x.com/anyuser/status/2017000507651330462) 2026-01-29T22:22Z [--] followers, [--] engagements "π«§π«§π«§ I want to draw your attention to this post from November: π The key statement I made was that most of the capex wont pay off. The #AI infrastructure is overbuilt overleveraged relative to its actual organic demand its real-world usability its useful life and future regulations. I laid all of this out in quite some depth in the quoted post below including the demographic dimensions as well. (The next bubble in the US will form around green energy)π© This overvaluation is exactly the key. In the quoted post below I wrote: The bubble-burst does not necessarily begin with a sudden" [X Link](https://x.com/anyuser/status/2016999379576541477) 2026-01-29T22:18Z [----] followers, [----] engagements "(I've never been good at self-marketing. and never wanted to beπ) βA red dot has appeared in my reversion model on a longer time-frame. Let's look into it. Over the past centuries the Western world has built a strong stable institutionalized economic system (one that is in essence designed to operate above primary human instincts). Despite its flaws and imperfections it has broadly enabled a higher standard of living and a wider range of development potential than the rigid autocratic overregulated systems typical of the East. This system however was born at a time when the Earths population" [X Link](https://x.com/anyuser/status/2008500055938912308) 2026-01-06T11:25Z [----] followers, 32K engagements "RT @BaldingsWorld: I regularly get asked why China has has such influence in countries in many cases even when the US is bigger economicall" [X Link](https://x.com/anyuser/status/2016496331368382622) 2026-01-28T12:59Z [--] followers, [---] engagements "I regularly get asked why China has has such influence in countries in many cases even when the US is bigger economically. I always tell them "suitcases of cash hookers and blow or some variant therein". Let me make this clear: I am dead serious even in places like Europe Chinas playbook: corrupt elites backroom deals economic blackmail and political capture exporting rot abroad undermining sovereignty hollowing democracies and leaving nations trapped indebted and scandalised https://t.co/hD24Y8FpMy Chinas playbook: corrupt elites backroom deals economic blackmail and political capture" [X Link](https://x.com/anyuser/status/2016489990839021656) 2026-01-28T12:34Z 79.8K followers, 139.4K engagements "Chinas playbook: corrupt elites backroom deals economic blackmail and political capture exporting rot abroad undermining sovereignty hollowing democracies and leaving nations trapped indebted and scandalised https://apple.news/Acuh2mAKERzK5XkPTxM4d7whighlight=Acting%20President%20Jeri%20faces%20impeachment%20efforts%20after%20meetings%20with%20Chinese%20businessman%20Zhihua%20Yang%0AUproar%20highlights%20Peru%E2%80%99s%20deep%20economic%20ties%20to%20China%20amid%20rising%20U.S.%20pressure%0A" [X Link](https://x.com/anyuser/status/2016384592757063776) 2026-01-28T05:35Z [----] followers, 98.5K engagements "The alternative is a China-and Russia-led order. Just ask Hong Kong how that feels. Or Taiwan the Philippines and Japan how it feels to be threatened every day by Chinese attempts to dominate. Not to speak of living in Donbas under Russian imperial rule" [X Link](https://x.com/anyuser/status/2013949287802049014) 2026-01-21T12:18Z 62.3K followers, [----] engagements "RT @alma271828: A big crisis is unfolding in the geopolitical arena and in the ideological dimension. And it will not end until the world o" [X Link](https://x.com/anyuser/status/2013965881479496066) 2026-01-21T13:24Z [--] followers, [--] engagements "A big crisis is unfolding in the geopolitical arena and in the ideological dimension. And it will not end until the world order is transformed. Market is repricing everything. Literally everything. Everything Ive been saying since the winter of [--------] about geopolitics and the global economy is playing out right in front of you. I wasnt wrong. I called it ahead of time. The new era will start this week with Trump starts to plant the new-UN the Board of Peace meant to be more absolutist and effective than the former UN that became the victim of the european capitalism. The new structure" [X Link](https://x.com/anyuser/status/2013962205847310627) 2026-01-21T13:09Z [----] followers, 13.4K engagements "π¨ GLOBALISM JUST DIED IN DAVOS Howard Lutnick just walked into the lions den and told the World Economic Forum exactly what they didnt want to hear. Globalism has failed. Not whispered. Not softened. Declared on their own stage. He dismantled the entire WEF doctrine in minutes: Offshoring hollowed out the West Cheap labor destroyed innovation Net Zero made Europe dependent on China Sovereignty begins with borders Nations must control their industry energy and medicine Then came the line that shook the room: Why would Europe agree to Net Zero when they dont even make a battery Thats the truth" [X Link](https://x.com/anyuser/status/2013915195584782695) 2026-01-21T10:02Z 430.3K followers, 4M engagements "What Europe gets wrong: Nearly every major international organization and multilateral body has been captured by China and its CCP proxies. Trump is responding by building a parallel system to bypass them altogether. Many Europeans interpret this as destabilization when it is better understood as adaptation to institutional failure. https://twitter.com/i/web/status/2013953677585694752 https://twitter.com/i/web/status/2013953677585694752" [X Link](https://x.com/anyuser/status/2013953677585694752) 2026-01-21T12:35Z 57.5K followers, 33K engagements "Europe (Eastern/Central Europe being the exception) is buying weapons without the will to use them. That contradiction defines the growing friction with the United States. https://www.zinebriboua.com/p/europe-militarization-without-the https://www.zinebriboua.com/p/europe-militarization-without-the" [X Link](https://x.com/anyuser/status/2013940714925650145) 2026-01-21T11:44Z 57.5K followers, [----] engagements "RT @DrewPavlou: For all Trumps faults Xi Jinping is literally ten trillion times more authoritarian in every single possible way. He lite" [X Link](https://x.com/anyuser/status/2013902601310372041) 2026-01-21T09:12Z [--] followers, [---] engagements "For all Trumps faults Xi Jinping is literally ten trillion times more authoritarian in every single possible way. He literally runs a brutal totalitarian police state which forces [--] year olds to learn Xi Jinping Thought in school. Imagine being so mind raped by Trumps Truth Social shitposting that you would side with an actual brutal totalitarian dictatorship run by a communist Marxist Leninist party Trump is halfway finished with his term. The midterms are in a few months. He only has [--] years left. All that Europeans and Canadians have to do is wait and be nice to Trump. And thats it. But no" [X Link](https://x.com/anyuser/status/2013752272073683338) 2026-01-20T23:15Z 233.2K followers, 82.2K engagements "Trump is halfway finished with his term. The midterms are in a few months. He only has [--] years left. All that Europeans and Canadians have to do is wait and be nice to Trump. And thats it. But no they are immediately selling everything to China. China china china. Idiots" [X Link](https://x.com/anyuser/status/2013671521370149026) 2026-01-20T17:54Z 38.7K followers, 1.2M engagements "RT @DavidZhang360: China threatens Taiwan. Just because its not you people doesnt mean you should be ok with it" [X Link](https://x.com/anyuser/status/2013665375666282991) 2026-01-20T17:30Z [--] followers, [---] engagements "China threatens Taiwan. Just because its not you people doesnt mean you should be ok with it. China never threatened to conquer my land and kill my people. China never threatened to conquer my land and kill my people" [X Link](https://x.com/anyuser/status/2013626253668941915) 2026-01-20T14:54Z 13.2K followers, 81.4K engagements "China never threatened to conquer my land and kill my people" [X Link](https://x.com/anyuser/status/2013208761091916035) 2026-01-19T11:15Z [----] followers, 1.1M engagements "RT @vtchakarova: No we dont" [X Link](https://x.com/anyuser/status/2013625295065043109) 2026-01-20T14:50Z [--] followers, [---] engagements "No we dont. FRANCE'S MACRON: WE NEED MORE CHINESE INVESTMENTS INTO EUROPE IN KEY SECTORS FRANCE'S MACRON: WE NEED MORE CHINESE INVESTMENTS INTO EUROPE IN KEY SECTORS" [X Link](https://x.com/anyuser/status/2013621713280401503) 2026-01-20T14:36Z 203.6K followers, 92.2K engagements "FRANCE'S MACRON: WE NEED MORE CHINESE INVESTMENTS INTO EUROPE IN KEY SECTORS" [X Link](https://x.com/anyuser/status/2013603901547721059) 2026-01-20T13:25Z 1.2M followers, 1.1M engagements "RT @ThatAlexWoman: Like I explained in my article (something huge swathes of the British media completely fail to understand or acknowledge" [X Link](https://x.com/anyuser/status/2013584542884389262) 2026-01-20T12:09Z [--] followers, [----] engagements "Like I explained in my article (something huge swathes of the British media completely fail to understand or acknowledge out of ignorance or swivel eyed bias) the Greenland narrative pivots on the fact that the US does not trust certain European leaders as stable allies due to socialist persuasions open borders democratic bankruptcy geopolitical weakness and naievty/ proximity to China / Islamism. My article from a few days ago is worth a read - especially given it foretold what has just happened - while the majority of journalists seem utterly clueless on foreign affairs to an" [X Link](https://x.com/anyuser/status/2013542497662701889) 2026-01-20T09:21Z 267.2K followers, 352.1K engagements "Why don't journalists get Greenland The Chinese Mega Embassy in London and Trump's push for Greenland are connected America no longer trusts Europe For pragmatic researched and honest analysis on America's push for Greenland read my exclusive article. https://www.thatalexwoman.com/p/we-need-to-talk-about-greenland https://www.thatalexwoman.com/p/we-need-to-talk-about-greenland" [X Link](https://x.com/anyuser/status/2012889939122209272) 2026-01-18T14:08Z 267.2K followers, 428.9K engagements "This is Ruba the daughter of Hamas leader Mousa Abu Marzouk. She is an American citizen and this is her photo from a Starbucks in the United States. The other photo shows Omar the son of Khaled Mashal. He is also an American citizen seen here with his employees at one of his companies. We are ordered to hate America and fight it while their own children live freely under American citizenship. https://twitter.com/i/web/status/2012959192982720778 https://twitter.com/i/web/status/2012959192982720778" [X Link](https://x.com/anyuser/status/2012959192982720778) 2026-01-18T18:44Z [----] followers, 103.8K engagements "I am a simp for Trump. But I do have some self-respect and I'm not going to applaud these tariffs over Greenland. This whole episode is getting out of hand" [X Link](https://x.com/anyuser/status/2012590062140076306) 2026-01-17T18:17Z [----] followers, 16.4K engagements "RT @SenThomTillis: This response to our own allies for sending a small number of troops to Greenland for training is bad for America bad f" [X Link](https://x.com/anyuser/status/2012689827355861160) 2026-01-18T00:53Z [--] followers, [----] engagements "This response to our own allies for sending a small number of troops to Greenland for training is bad for America bad for American businesses and bad for America's allies. It's great for Putin Xi and other adversaries who want to see NATO divided. The fact that a small handful of "advisors" are actively pushing for coercive action to seize territory of an ally is beyond stupid. It hurts the legacy of President Trump and undercuts all the work he has done to strengthen the NATO alliance over the years. Breaking news: The U.S. will impose tariffs on countries that have sent troops to Greenland" [X Link](https://x.com/anyuser/status/2012583871800369326) 2026-01-17T17:52Z 194.6K followers, 1.7M engagements "Breaking news: The U.S. will impose tariffs on countries that have sent troops to Greenland in recent days President Trump said dramatically escalating his effort to acquire the territory despite assertions that the Arctic island is not for sale. https://wapo.st/4pPmrqH https://wapo.st/4pPmrqH" [X Link](https://x.com/anyuser/status/2012579840898035757) 2026-01-17T17:36Z 19.3M followers, 1.3M engagements "This is some Cuban Missile Crisis from Temu" [X Link](https://x.com/anyuser/status/2012655911077093428) 2026-01-17T22:38Z 30.4K followers, 12.5K engagements "RT @FormulaRauda: We are not afraid of a regime that was heavily weakened by Israel in [--] days. π€·π»β Free Iran" [X Link](https://x.com/anyuser/status/2011947697620529177) 2026-01-15T23:44Z [--] followers, [---] engagements "We are not afraid of a regime that was heavily weakened by Israel in [--] days. π€·π»β Free Iran. UAE did not take part in efforts to pressure the US to halt a strike on Iran unlike Saudi Arabia Oman and Qatar WSJ reports. UAE did not take part in efforts to pressure the US to halt a strike on Iran unlike Saudi Arabia Oman and Qatar WSJ reports" [X Link](https://x.com/anyuser/status/2011946844889166008) 2026-01-15T23:41Z 14.3K followers, 59.5K engagements "UAE did not take part in efforts to pressure the US to halt a strike on Iran unlike Saudi Arabia Oman and Qatar WSJ reports" [X Link](https://x.com/anyuser/status/2011504052140736684) 2026-01-14T18:21Z 178.6K followers, 2M engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@hanchkp190 hanhan posts on X about china, ai, in the, iran the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence countries stocks technology brands finance travel destinations currencies luxury brands fashion brands gaming cryptocurrencies
Social topic influence china, ai, in the, iran, taiwan, $now, greenland, countries, qatar, servicenow
Top accounts mentioned or mentioned by @qualityinvest5 @mikitaposts @yyyyiiiiiyi @monicalmarks @ulrichspeck @moghaoui @nobelprize @zriboua @vtchakarova @saynototrading @kancestchie @alma18499 @afalkhatib @sergeycyw @theaiinvestor @akyolinenglish @alma271828 @growth1956 @giacobocanegra @jenischbritta
Top assets mentioned Now Coin (NOW) ServiceNow Inc (NOW) WIX.com Ltd. (WIX) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) SAP SE (SAP) IBM (IBM)
Top posts by engagements in the last [--] hours
"@growth1956 @GiacoBocanegra One catalyst would be the rumored management-led buyout. Another would be any news on US-China trade truce (but that would only be for short term). If the thesis holds then just DCA and wait patiently"
X Link 2025-10-10T03:26Z [--] followers, [--] engagements
"@NobelPrize @NobelPrize the Peace Prize would lose its credibility if what Trump achieved in the Middle East is not acknowledged. We don't have to be Trump's MAGA fan but credits goes where it's due"
X Link 2025-10-10T05:53Z [--] followers, [----] engagements
"@Milan_Pualic @GiacoBocanegra @growth1956 Yes that's where the real risk lies However it is likely to be China's negotiation tactic ahead of Trump-Xi meeting"
X Link 2025-10-10T06:29Z [--] followers, [--] engagements
"@JenischBritta @dmpetro @NobelPrize The same can be said to Obama whose Middle East policy was not just wrong but rather disastrous"
X Link 2025-10-10T07:52Z [--] followers, [--] engagements
"@free_imekifuna @Asadthegeek @NobelPrize Truth will manifest itself. By the way if you are from Uganda check how Yoni Netanyahu was martyred in the Entebbe raid in [----] :))"
X Link 2025-10-10T07:58Z [--] followers, [--] engagements
"@JenischBritta @dmpetro @NobelPrize If one got the Nobel Peace Prize the other also can just for the right things he did :))"
X Link 2025-10-10T08:28Z [--] followers, [--] engagements
"$IBM and $GD both reached all time high today. Thanks to @alma18499 for highlighting these two relatively low-key but critical quantum players :))"
X Link 2025-10-24T18:58Z [--] followers, [--] engagements
"@alma18499 @kadmitriev The [----] revolution in Romania also started with its Hungarian minorities in Timisoara :))"
X Link 2025-10-26T00:17Z [--] followers, [--] engagements
"@StockNews690137 Have to say that Bessent is the GOAT. "Argentine pesos buy low sell high.""
X Link 2025-10-27T18:57Z [--] followers, [--] engagements
"@MonicaLMarks Post-Arab Spring Tunisia had certainly sparked some hope in us the followers of MENA politics. Yet one could argue that Lebanon can also be considered a democracy albeit quite flawed. Interestingly both have Phoenician lineage"
X Link 2025-10-30T23:25Z [--] followers, [--] engagements
"@WooleryCapital @jam_croissant Not really the thing is Taiwan is more than just TSMC foundry but almost an entire semiconductor supply chain including other companies like ASE MediaTek and many less well-known ones like Quanta KYEC etc"
X Link 2025-11-02T00:44Z [--] followers, [--] engagements
"@MZYouhana @__Injaneb96 They are not the same. Let me tell you with inaccurate terms: Fascists are slightly less worse than Marxists. Empirically many rightist authoritarian regimes transitioned into liberal democracy (Greece Portugal Spain South Korea etc.) but the leftist ones struggle much more"
X Link 2025-11-02T16:44Z [--] followers, [--] engagements
"@liqian_ren And seriously just to name a few the censorship the surveillance the suppression of press and civil society the Covid confinement. If one still need to ask this question then one probably doesn't understand freedom"
X Link 2025-11-04T06:47Z [--] followers, [--] engagements
"@deykyong @Soh_Shorts Marxism & Soviet Union haven't been reckoned worldwide like Nazi Germany. People are ignorant and naively regard the far left as "the good guys" opposing the "fascist" rightwing. A common misconception that the left has a monopoly over liberal democracy"
X Link 2025-11-04T18:51Z [--] followers, [---] engagements
"@liqian_ren Taiwanese themselves holds the most important position. And historically China doesn't have a good military (or soccer) record against Japan either (except in WWII with the US on its side)"
X Link 2025-11-08T02:10Z [--] followers, [---] engagements
"@mo_shawki2 Should we count UAE's MBZ and Algeria's military government Unfortunately obscurantism and lack of education breed widespread MB populism"
X Link 2025-11-09T05:49Z [--] followers, [--] engagements
"@beefcubee @_johnnymaga @grok Plus in history there are many examples of rightist dictatorships that transitioned to democracy (Portugal Spain Greece S. Korea Argentina Chile etc.) but countries under leftist authoritarianism struggle much more (the only successful ones are Eastern Europe)"
X Link 2025-11-09T22:07Z [--] followers, [--] engagements
"@MonicaLMarks That country has been in perpetual civil wars and chaos. Realistically speaking partition might not be a bad idea. The EU is good at signing statements but it won't send any peace-keeping troops nor offer any realistic solution"
X Link 2025-11-10T21:18Z [--] followers, [--] engagements
"@MonicaLMarks I actually would give Sharaa more benefit of doubt than Mamdani (both were unfairly labelled). Syrian civil war was brutal (so yes a rough past) - hefty price paid and hard lessons learned. Sharaa is pursuing pragmatism and diplomacy while Mamdani is promising utopia"
X Link 2025-11-11T07:46Z [--] followers, [--] engagements
"@anaraintuitive @afalkhatib Ironically wish I could tell Sarsour that my spiritual journey as a convert started from stories in Tanakh/Torah and the movie "Prince of Egypt" featuring Musa/Moses' story with Ofra Haza's "Deliver Us". Not sure if she would acknowledge Jews' contributions π"
X Link 2025-11-12T06:41Z [--] followers, [--] engagements
"@afalkhatib Ironically wish I could tell Sarsour that my spiritual journey as a convert actually started from stories in Tanakh/Torah and the movie "Prince of Egypt" featuring Musa/Moses' story with Ofra Haza's "Deliver Us". Not sure if she would acknowledge Jews' contributions π"
X Link 2025-11-12T06:43Z [--] followers, [--] engagements
"@baytifirasik @afalkhatib Ironically wish I could tell Sarsour that my spiritual journey as a convert actually started from stories in Tanakh/Torah and the movie "Prince of Egypt" featuring Musa/Moses' story with Ofra Haza's "Deliver Us". Not sure if she would acknowledge Jews' contributions π"
X Link 2025-11-12T06:45Z [--] followers, [--] engagements
"@StockNews690137 @OphirGottlieb For e-commerce I find $MELI more predictable; LATAM is US' backyard after all and Milei's reform can be a tailwind"
X Link 2025-11-12T18:37Z [--] followers, [---] engagements
"@QualityInvest5 I thought the same and bought a little yesterday"
X Link 2025-11-15T17:48Z [--] followers, [---] engagements
"@AlexCar48971112 @Noahpinion Actually thanks to foreign direct investments from the US Japan Taiwan and Europe. @WinstonyinWU https://x.com/WinstonyinWU/status/1986313151034630336s=20 @RightScopee yes Most people have yet to realize that the United States is in the midst of a cognitive warfare campaign. Massive foreign funding is supporting Americas academic and media institutions. For at least twenty years these forces have been at work distorting public discourse https://x.com/WinstonyinWU/status/1986313151034630336s=20 @RightScopee yes Most people have yet to realize that the United States"
X Link 2025-11-16T00:41Z [--] followers, [--] engagements
"@AmbWuJianghao Befriending the CCP leads to only misery massacres and pandemics cf. Covid-19 failed states like North Korea Khmer Rouge & Myanmar"
X Link 2025-11-18T04:02Z [--] followers, [--] engagements
"@ulrichspeck All in all the Free World has to play the patient game; we need a bit of luck. Aside from the rare earth choke what might be more problematic is that Nvidia OpenAI etc. all have considerable Chinese(-American) engineers and researchers"
X Link 2025-12-09T05:58Z [--] followers, [---] engagements
"@ulrichspeck seems a Gordian knot IMO. Throughout history China has always suffered from threats from the north (today's ). To me that seems one reason why the US is acting in this weird way. Now is paramount to contain ; luckily has not been as complacent"
X Link 2025-12-09T06:52Z [--] followers, [--] engagements
"@MrPanzin @ulrichspeck Look he first started the trade war against in [----] and continued it this term. Yet crafted the rare earth ban effectively a choke on our weaponry. Unfortunately it's challenging to counter on two fronts. With the looming midterm he doesn't have the cards"
X Link 2025-12-09T07:03Z [--] followers, [--] engagements
"@MrPanzin @ulrichspeck All in all Putin could drag this war for so long because of 's tacit support; they've built a network evading sanctions via BRICS. It was a huge mistake to outsource critical industries to China but I guess this mistake is largely not Trump's but his predecessors'"
X Link 2025-12-09T07:09Z [--] followers, [--] engagements
"@GermanyDiplo @AussenMinDE Free trade only among allies; the others should be locked out or at least shouldn't be free. For the same reason you ban repeated foul players in Bundesliga"
X Link 2025-12-09T07:32Z [--] followers, [--] engagements
"@antipartison @reddit_lies Exactly a manufactured quasi-civil war"
X Link 2025-12-09T07:47Z [--] followers, [--] engagements
"@ulrichspeck IMO regarding H200 chips it's more subtle and a dilemma. It's true that access to advanced chips needs to be limited. Meanwhile it's overlooked that Nvidia's real dominance lies in its software the more widely Nvda hardwares are used the more dominant its software is in AI"
X Link 2025-12-09T08:10Z [--] followers, [---] engagements
"@SergeyCYW @ftr_investors $NOW has had a shopping spree this year: data dot world Moveworks Veza and Armis. It seems they are trying to replicate Palantir's features through these acquisitions"
X Link 2025-12-24T18:37Z [--] followers, [--] engagements
"@zriboua IMO this is an actual expansion in the sense that a new country (Arabic as one of its languages and 90% Muslim) establishes formal relation"
X Link 2025-12-27T00:10Z [--] followers, [--] engagements
"@SergeyCYW Softwares which underperformed this year but must show ROI for this AI fueled rally to continue"
X Link 2025-12-27T18:44Z [--] followers, [---] engagements
"@denisewu @danzwku In Africa there is also Eswatini which formally recognizes only Taiwan (ROC)"
X Link 2025-12-28T00:30Z [--] followers, [--] engagements
"@alma18499 @jurgen_nauditt @Kasparov63 Europe reminds me of $GE or $IBM stock overlooked as "legacy business" but actually with almost impenetrable moats (e.g. besides ASML and Airbus EU has Zeiss and Safran etc.). The US shouldn't overlook Europe and Europe stop demoralizing itself"
X Link 2025-12-28T00:46Z [--] followers, [--] engagements
"@QualityInvest5 ASICS is another good one from"
X Link 2025-12-28T07:08Z [--] followers, [---] engagements
"@vtchakarova On the other hand you are right that Europe is just slow complacent and lacking a larger scale. It does have moaty technologies (with almost impenetrable moats) e.g. ASML Zeiss Safran/Airbus Fincantieri even Nokia etc. And Shelly Group is "
X Link 2025-12-28T19:24Z [--] followers, [---] engagements
"@denisewu @mna_roc @MoNDefense @denisewu I wish Jensen Huang were on X so that we can confront him on his previous hypocritical answer on "China hawk""
X Link 2025-12-29T09:36Z [--] followers, [--] engagements
"@AdrienDesautels @JennyChachan Looking back Imperial Japan was the optimal choice back then (cf its former colonies Taiwan or South Korea). The geopolitical situation was that China would be controlled by either Japan or Soviet Union; the latter is a hopeless case"
X Link 2025-12-31T20:41Z [--] followers, [--] engagements
"@CatholicFQ @chamath In Marshall Plan [---] [---] and [---] we benefitted from having likeminded allies e.g. Europe is where the Holy See is. In Marshall Plan [---] we introduced China a dishonest abuser of trade a corrupt communist tyranny into our sphere of prosperity 2/2"
X Link 2026-01-01T21:48Z [--] followers, [--] engagements
"@ratlpolicy The oceanography of the Taiwan Strait is a natural moat. The capability to counterstrike China Mainland seems more important: to threaten China's east coast is a good deterrence and could cut off supply for any amphibian attempts"
X Link 2026-01-01T23:15Z [--] followers, [--] engagements
"@ZeeContrarian1 "You can make a significant amount of money when a volatile stock barely moves at all." That's your $NBIS strategy"
X Link 2026-01-02T01:01Z [--] followers, [----] engagements
"@QualityInvest5 I agree $WIX probably outperforms and I prefer it over $MNDY. It does operate in a competitive landscape and has a narrow moat. Its wild card is Base44 which I would keep a closer eye on to see if it succeeds; in that case $WIX can be re-rated much higher"
X Link 2026-01-02T01:07Z [--] followers, [---] engagements
"@yyyyiiiiiyi @QualityInvest5 I am bullish and I find $WIX management likable but I try to be cautious and objective"
X Link 2026-01-02T01:18Z [--] followers, [--] engagements
"@yyyyiiiiiyi @QualityInvest5 In that case do you see any SaaS companies that are relatively safe from being commoditized and can emerge as winners $WIX itself is a SaaS company. $PLTR probably can't be vibe-coded no"
X Link 2026-01-02T01:41Z [--] followers, [---] engagements
"@yyyyiiiiiyi @QualityInvest5 Of course a company's management which consist of humans is important. A shady management is a good reason for not to invest in a company"
X Link 2026-01-02T01:50Z [--] followers, [--] engagements
"@yyyyiiiiiyi @QualityInvest5 I guess cybersecurity companies should be rather safe as well. What do you think of ServiceNow Adobe Snowflake and MongoDB"
X Link 2026-01-02T01:53Z [--] followers, [--] engagements
"@SergeyCYW $TXN is a wild card; it definitely occupies a unique role in the semiconductor ecosystem. If the demand for analogs picks up then its price will be re-rated. Its a quality company and doesnt compete with GPU or CPU companies"
X Link 2026-01-03T00:47Z [--] followers, [---] engagements
"@yyyyiiiiiyi Funny thing that we were just talking about vibe-coding disrupting SaaS yesterday. And today SaaS was massacred"
X Link 2026-01-03T00:48Z [--] followers, [--] engagements
"@yyyyiiiiiyi I have a sizable position in $WIX because I like the asymmetry. If we believe in mean reversion then at some point this short SaaS trade will unwind. After all Nvidia is also arguably also a software company among hardware companies"
X Link 2026-01-03T01:07Z [--] followers, [---] engagements
"@QualityInvest5 Even the best companies can have long periods of non-performance; one shouldn't be fooled by short term actions - this is my lesson. Does this lesson apply to softwares right now (pun intended $NOW)"
X Link 2026-01-03T05:43Z [--] followers, [---] engagements
"@McFaul It's our job to make sure China doesn't have the capability to do so. rule the waves"
X Link 2026-01-03T10:22Z [--] followers, [---] engagements
"@Liathetrader @27khv Even if you dislike Trump in terms of foreign policy his admin is underrated. This is the right way to pressure and weaken Russia optimizing the usage of US military and ammunition"
X Link 2026-01-03T20:53Z [--] followers, [--] engagements
"@avygal It is a non-player luckily with tiny land and tiny population. It also relies on the US security umbrella. If the Islamic Republic of Iran is toppled then Qatar will have to pivot"
X Link 2026-01-04T02:40Z [--] followers, [--] engagements
"@moghaoui @shalommann From what I read it's about avoiding chaos/civil war in Venezuela. The regime still controls the military etc. and the opposition i.e. Machado frankly got a free ride and isn't actually ready to exert effective control"
X Link 2026-01-04T03:02Z [--] followers, [--] engagements
"@moghaoui @shalommann I think the case in Syria is that the opposition has governed Idlib rather well for few years before taking over. But also Jolani got backing from KSA and Turkey who know how to talk to Trump admin. The new Syria is still rather fragile"
X Link 2026-01-04T03:22Z [--] followers, [--] engagements
"@moghaoui And yes ofc the move is aimed at China & Russia & Iran. It is primarily geopolitics. In the worst scenario the US will consolidate in the Americas and put an Iron Curtain [---] for a protracted Cold War 2.0"
X Link 2026-01-04T03:54Z [--] followers, [--] engagements
"@KairosPraxis Its multiple is constantly suppressed already due to the geo risk always traded at a discount comparing to other semiconductor companies"
X Link 2026-01-04T04:31Z [--] followers, [---] engagements
"@ThomasL03031809 @The_AI_Investor Ackman's logic is false if you look at the history of WWII US oil embargo led to Pearl Harbor. But in the case of Venezuela it has little effect on Taiwan"
X Link 2026-01-04T18:59Z [--] followers, [--] engagements
"@mikitaposts On the other hand let's not be overly optimistic and complacent; the Cold War [---] requires patience. Our challenges are: re-industrialization science & tech race and weakening useful idiots (Marxists Islamists AOC-Mamdani-thirdworldists etc.)"
X Link 2026-01-04T21:59Z [--] followers, [---] engagements
"@WinstonyinWU @Z_Rex2017 Exactly as long as the CCP still imposes foreign exchange control RMB will not replace USD. No one likes illiquid assets (not freely traded hard to sell/withdraw). Fundamentally the CCP doesn't respect property rights; investors find it untrustworthy"
X Link 2026-01-05T09:34Z [--] followers, [--] engagements
"@McFaul Please apply some empiricism/realism and look at past failures like Karzai & Ghani. Hastily transplanting democracy is unwise and detrimental. And please listen to Rubio's explanation in the interview with some humility"
X Link 2026-01-05T10:44Z [--] followers, [---] engagements
"@SayNoToTrading Per my understanding however $HON shares do not really include any ownership of Quantinuum. Otherwise $HON would be a lot more interesting. :/"
X Link 2026-01-06T21:25Z [--] followers, [---] engagements
"@MonicaLMarks For example JCPOA (Iran Nuclear Deal) is a good example of abusing rule-based intl order. The regime almost got both funding and nukes. What worked in the end was the Midnight Hammer operation. And it's by no means the only example cf China in trade in "South China Sea" etc"
X Link 2026-01-07T00:31Z [--] followers, [--] engagements
"@mehdirhasan How much money does Qatar pay you for the propaganda Mehdi Have some fear of God and stop speaking on behalf of all Muslims"
X Link 2026-01-07T03:41Z [--] followers, [--] engagements
"@Hank_xbt @sentdefender Territories that the "Great White Bear" took from you: Tuva Outer Mongolia Vladivostok Khabarovsk Sakhalin. Is it because that the "Great White Bear" raped your motherland that you consider it your daddy"
X Link 2026-01-07T04:32Z [--] followers, [---] engagements
"@aledeniz If the war in Ukraine continues ultimately weakening Russia then China will take advantage of Russian Far East most likely in a covert way. In the case of a regime change in Russia e.g. a pro-West government only then China will try to interfere more openly"
X Link 2026-01-07T10:53Z [--] followers, [----] engagements
"@QualityInvest5 $HII the only aircraft carrier maker. .but also only has one customer that is the US gov π"
X Link 2026-01-08T08:12Z [--] followers, [---] engagements
"@MonicaLMarks It's a tragedy and shouldn't have happened but come on it's a fact that she was deliberately obstructing law enforcement"
X Link 2026-01-08T14:12Z [--] followers, [--] engagements
"@FTyrol24737 @vtchakarova And my last remark is this: Europe you woke up too late to Putin's ambition and now you are making the same mistake with China who is in fact the financier of Putin's war. Complacency begets weakness and instability -- it is fatal to the precious European civilization"
X Link 2026-01-08T20:55Z [--] followers, [--] engagements
"@FTyrol24737 @vtchakarova Well France's debt would probably go first as you must know"
X Link 2026-01-08T22:13Z [--] followers, [--] engagements
"@QualityInvest5 But I remember uncertainty was high because expectation was also high. The Open AI deal was unexpected. Now let's remember that $MU was at $60s in the April sell-off and stayed below $100 for quite some timeππ₯²"
X Link 2026-01-09T21:39Z [--] followers, [---] engagements
"@khamenei_ir"
X Link 2026-01-10T00:05Z [--] followers, [--] engagements
"@Ecgberht4 @timurkuran Rather than these theories in books it is much better to look at reality. The regime is hugely unpopular and Khamenei himself has his days numbered. His regime is not elite; if there is any elite of Iran it's the Royal Family in exile"
X Link 2026-01-10T00:37Z [--] followers, [--] engagements
"@moghaoui What is the truth of the history of Mossadegh (believed to be the first democratically elected prime minister) and Operation Ajax coup d'etat"
X Link 2026-01-11T03:59Z [--] followers, [--] engagements
"@zriboua Its unserious to still call the Islamic Republic a government. It is an illegitimate regime"
X Link 2026-01-11T23:16Z [--] followers, [---] engagements
"@zriboua This is perhaps a sign that Qatar is jumping ship and abandoning the regime in Iran. So as you've estimated the Islamic Republic's days are numbered"
X Link 2026-01-13T01:11Z [--] followers, [--] engagements
"@Trader_Jew The worst thing Qatar has done is in terms of soft power i.e. Aljazeera and Georgetown etc. Once regime change in Iran succeeds it will be a blow on Qatar's hard power. A good sign is that the US designates "Muslim Brotherhood"s as terrorist organizations"
X Link 2026-01-13T17:07Z [--] followers, [--] engagements
"@kenmoriyasu @LukeDCoffey Considering Mongolia which has been a fairly stable democracy but trapped between China and Russia"
X Link 2026-01-13T19:10Z [--] followers, [--] engagements
"@moghaoui This is China's standard practice. To just finger point at CIA ICA CAI IAC"
X Link 2026-01-13T23:08Z [--] followers, [--] engagements
"@Trader_Jew That Mosaddegh represented democracy is however a myth purposefully disseminated by the left. (Obama was dumb enough to have apologized for it.) It was a common strategy of the Soviets to incubate communist factions inside nationalist parties of the third world"
X Link 2026-01-14T18:56Z [--] followers, [--] engagements
"@nick_naulty @EndGameWW3 Isolationists miss one point that the USD the world's most accepted currency is essentially backed by our military might. The US doesn't have to devote itself to nation-building but we must punish our enemies and safeguard our interests unapologetically"
X Link 2026-01-14T21:38Z [--] followers, [--] engagements
"@QualityInvest5 @Mindset4Money_X Bill McDermott would say "ServiceNow is not a SaaS company. We are an AI platform company. There is one AI platform that connects your business East to West North to South that is ServiceNow. Our AI control tower." π"
X Link 2026-01-14T23:15Z [--] followers, [---] engagements
"@grok @MaximumUtils @ArmchairAdml @grok Is it true that there is a connection between the US-Saudi relation and the petrodollar system How does it contribute to the USD's global dominance"
X Link 2026-01-16T17:24Z [--] followers, [--] engagements
"@ParanoidPol Once Iran is freed let's move it to Bandar Abbas and also have our navy there. It will be much more strategic rendering the tiny Qatar irrelevant"
X Link 2026-01-16T17:36Z [--] followers, [---] engagements
"@rowdyamerican69 @zerohedge China having built [--] aircraft carriers recently and planning a war in the Pacific won't take a warning like "The US is locked and loaded" seriously if that's the case. A free Iran has much to offer as a Middle Eastern ally: oil gas minerals human capital strategic bases"
X Link 2026-01-17T00:17Z [--] followers, [--] engagements
"@rowdyamerican69 @zerohedge It would be a grand reshuffle in the Middle East as a Free Iran would be an ally that can put a check on terrorism and lock China out of petroleum trade. Our problems in the Middle East largely result from Carter's failure in Iran in 1970s would be nice to fix the root cause"
X Link 2026-01-17T00:25Z [--] followers, [--] engagements
"@al3omda1916 @tammydiamonds First please avoid speaking on behalf of the KSA leadership. If you think US-KSA relation is purely transactional and ignores the historical friendship then it can also be reciprocal. Let me remind you that KSA still needs F35 jets and AI hardwares. Peace"
X Link 2026-01-17T17:02Z [--] followers, [--] engagements
"@al3omda1916 @tammydiamonds Yeah so much identity-based GCC relations that made me wonder lately what's all these rifts with the Emirates. Similar examples can be found in the Arab League and IOC. Your understanding of religion is limited that's why you put labels on humankind"
X Link 2026-01-17T18:47Z [--] followers, [--] engagements
"@PoliFights @ThomasZ93077836 It's a popular myth that Mossadegh was democratically elected. He was a nationalist like Kuomintang which the Soviets used to incubate pure-breed communists/leftists. Shah had the power to remove him according to the constitution. Read a few posts from Iranian diaspora pls"
X Link 2026-01-18T02:15Z [--] followers, [--] engagements
"@morgan_downey A free Iran would be a far superior ally (oil gas minerals human capital strategic gateway to Central Asia) than the likes of Islamist Qatar. Both countries have inferior complexes and are feeling insecure as they would risk becoming irrelevant"
X Link 2026-01-18T02:37Z [--] followers, [---] engagements
"@iranidaturan @ApostateProphet I wish Iranian opposition highlight this aspect. Ofc it's about human rights and freedom but it's also to the US' interests to have a free Iran as an ally just like before [----]. It will put a check on extremism stabilize the region and weaken China and Russia"
X Link 2026-01-18T05:04Z [--] followers, [--] engagements
"@Kenntnis22 Regardless of whatever problems European countries have it's very stupid to escalate and to offend one's closest and perhaps the most loyal allies. Optics and rhetorics matter in such cases. "Do nothing -- win" Chad Xi Jinping meme is perfect here. π"
X Link 2026-01-18T13:16Z [--] followers, [---] engagements
"@serpentza Unfortunately China excels at abusing rules. It's a sobering lesson that rules are rules only if people respect/don't abuse them. for the same reason it was a mistake to have allowed China into the WTO/global trade"
X Link 2026-01-18T13:35Z [--] followers, [--] engagements
"@AkyolinEnglish The difference IMO is that countries like Greece and Bulgaria etc. and their Christians are still more influenced/tempered by Western Europe & US. In the East our mentality is still more terrible because we are "anti-West" by construct and also culturally more collectivist"
X Link 2026-01-18T16:15Z [--] followers, [---] engagements
"@AkyolinEnglish For example most constitutions in the Muslim world designate Islam as a "state religion" in an exclusive manner; this is certainly not the case for Bulgaria or Greece. Religious reform seems a product of this separation of powers (papacy vs. monarchy) in history"
X Link 2026-01-18T16:32Z [--] followers, [---] engagements
"@LOGOinvestor @levie And if one looks at ServiceNow's products (e.g. Control Tower) and recent acquisitions (e.g. Veza) it seems to be on this path. The question is execution integration and whether customers adopt AI agents fast enough"
X Link 2026-01-19T02:47Z [--] followers, [---] engagements
"@BezLlama @IranIntl_En @MillerStanIL @LarryDBern I would guess MBZ and Ilham Aliyev"
X Link 2026-01-19T17:23Z [--] followers, [--] engagements
"@DavidZhang360 China also threatens Japan and maritime Southeast Asia notably Philippines"
X Link 2026-01-20T17:31Z [--] followers, [----] engagements
"@joey_2003_ @mikitaposts True strategic autonomy which means not to lose control over one's critical industries and defense. Also I think the consensus of the US congress is against forcibly annexing Greenland and is against turning on NATO allies; so Europe has friends here"
X Link 2026-01-20T18:36Z [--] followers, [--] engagements
"@e_jokkonen @Atlanticist_ These are not mutually exclusive. Also any forcible annexation of Greenland from the US is unlikely most of the congress even most Republicans are against it. Its more of a rhetorics/optics issue"
X Link 2026-01-21T02:44Z [--] followers, [--] engagements
"@mikitaposts I dont think his personal preference dictates our strategy. Western Europe has been complacent and misguided. (Note that the CCP operates in a covert way: infiltration corruption coercion compromising.) In contrast Eastern Europe has always been vigilant in its security"
X Link 2026-01-21T04:24Z [--] followers, [----] engagements
"@envisionedluna @mikitaposts I wouldnt say being nice. Just a more reconciliatory tone that avoids escalation would work better. In reality any US military action on Greenland is highly unlikely; tariffs/negotiation are Trumps only tools. Falling into Chinas trap just to piss off the US is a bad idea"
X Link 2026-01-21T09:01Z [--] followers, [---] engagements
"@Kancestchie @mikitaposts And by a parallel logic the US subsidized NATO defense but when it comes to situations like Iran Cuba & Venezuela also dont side with the US 100%. concerned blahblah international laws blahblah monitoring blahblah"
X Link 2026-01-21T10:10Z [--] followers, [--] engagements
"@Kancestchie @mikitaposts Job opportunities are good but when it becomes exploitation of poor wages/benefits/labor rights/environmental standards it is not good. All in all its symbiotic just like the US cannot afford abandoning Europe and still has tech like ASML litho icebreakers etc"
X Link 2026-01-21T10:24Z [--] followers, [---] engagements
"@Kancestchie @mikitaposts It comes down to the questions what the EU is & what the objectives are. What are the goals for EU enlargement Why was Bulgaria admitted but not Turkey If there should be one way of seeing things then whose way it should be France Germany Italy Poland Greece or Hungary"
X Link 2026-01-21T10:46Z [--] followers, [--] engagements
"@Kancestchie @mikitaposts The problem is France will have to convince Germany and Italy and Netherlands etc. etc. :)) I find France in 1960s diabolical. (Leftists fantasizing Mao; Nuclear tests and war in Algeria etc.)"
X Link 2026-01-21T11:26Z [--] followers, [--] engagements
"@Kenntnis22 USS Lincoln actually was out of the Strait of Malacca yesterday and has switched off AIS tracking; it is somewhere in the Indian Ocean now. USS Bush is in COMPTUEX and not moving to CENTCOM"
X Link 2026-01-21T13:42Z [--] followers, [---] engagements
"@SixSigmaCapital $WIX"
X Link 2026-01-22T05:12Z [--] followers, [---] engagements
"@anni_sen @SayNoToTrading A rare vibe coding play because of Base44 acquisition; I think downside is limited"
X Link 2026-01-23T02:03Z [--] followers, [--] engagements
"@zriboua China is ironically the big boss behind all these criminal gangs in Cambodia whose activities ranging from petty telecom scams to gruesome organ harvesting"
X Link 2026-01-23T17:05Z [--] followers, [--] engagements
"@QualityInvest5 Does it include dividend"
X Link 2026-01-26T05:08Z [--] followers, [---] engagements
"@firstadopter $NOW $SAP $CDNS and $SNPS as named by the great Jensen Huang"
X Link 2026-02-07T23:09Z [--] followers, [---] engagements
"@QualityInvest5 I read scattered posts on X Substack Seeking Alpha and Reddit; some bullish some bearish. Youtube is helpful too. Here is a website with reviews of Moveworks an acquisition by $NOW. Ofc you use Finchat/Fiscal AI. https://www.featuredcustomers.com/vendor/moveworks https://www.featuredcustomers.com/vendor/moveworks"
X Link 2026-02-07T23:44Z [--] followers, [---] engagements
"@QualityInvest5 My own research seems to suggest that Moveworks acquired by ServiceNow a company which works on AI automated ITSM have good reviews. https://cdn.featuredcustomers.com/CustomerCaseStudy.document/moveworks_broadcom_282232.pdf https://www.moveworks.com/us/en/customers/intercontinental-exchange-turns-tickets-into-todo-list-with-moveworks-employee-experience-insights https://cdn.featuredcustomers.com/CustomerCaseStudy.document/moveworks_broadcom_282232.pdf"
X Link 2026-02-07T23:53Z [--] followers, [--] engagements
"@QualityInvest5 @BradoCapital I wish people have more creativity when naming their companies cf. BlackRock Blackstone Blackwater Bridgewater Bridgestone Or Monday vs. Workday Paychex vs. Paycom Intuit vs. Intuitive Surgical $NOW vs. $SNOW ππ΅π«"
X Link 2026-01-08T01:22Z [--] followers, [---] engagements
"@AkyolinEnglish I understand what you mean but I would be more specific: modern states in the Muslim world having fused nationalism with religious identity echoing tribalism from the past feebleness of religious reforms due to Muslims' tribal conformity"
X Link 2026-01-18T15:55Z [--] followers, [----] engagements
"@QualityInvest5 If I had a huge sum of money I wouldnt find $PG a bad place to park it. It falls into Buffets category companies that dont require good managements IMO"
X Link 2026-01-26T05:17Z [--] followers, [---] engagements
"@QualityInvest5 It's cheap relative to its history in which it was priced at a premium but then in terms of absolute P/E and GAAP metrics it is not exactly cheap. $NOW is next door to $NVDA and started AI early and seems to have a reasonable strategy. (The acquisitions seem strategic.)"
X Link 2026-02-02T13:13Z [--] followers, [---] engagements
"@QualityInvest5 DeepSeek moment for SaaS. Even Synopsys and Cadence got sold off; both benefit from both AI demand and AI applications IMO"
X Link 2026-02-03T18:48Z [--] followers, [----] engagements
"@QualityInvest5 Softwares that are only UI might be disrupted. But these two are not only involved in chips design but even aircraft design; they model complicated physics. Good luck vibe coding a copy of these two"
X Link 2026-02-03T19:18Z [--] followers, [--] engagements
"@QualityInvest5 Perhaps also because of the new Fed chair nominee whose policy is perceived to be less friendly to tech and more friendly to industrials"
X Link 2026-02-03T19:21Z [--] followers, [---] engagements
"@AndreasSteno Arguably Nvidia can be seen as a software company (CUDA and that half of its employees are software engineers). Softwares that are only user interfaces are likely to be disrupted but would anyone vibe code a copy of Synopsys/Ansys/Cadence or cybersecurity ones"
X Link 2026-02-03T22:56Z [--] followers, [---] engagements
"@SayNoToTrading Your point also explains ServiceNow's acquisitions of Veza and Armis; the former manages AI agent identity/access the latter manages physical asset security. If $NOW executes it would reinvent itself"
X Link 2026-02-04T11:33Z [--] followers, [---] engagements
"@FIREDUpWealth The names he mentioned include $NOW $SAP $SNPS $CDNS"
X Link 2026-02-04T14:29Z [--] followers, [---] engagements
"@IntelBull_ @danielnewmanUV Eeeh good luck vibe coding copies of EDA softwares like $SNPS and $CDNS. Synopsys also owns Ansys; both are involved in simulating aerodynamics in aircraft design"
X Link 2026-02-04T15:12Z [--] followers, [--] engagements
"@The_AI_Investor We can keep an eye on the few names he mentioned: $NOW $SAP $SNPS and $CDNS. I am quite convinced the latter two benefit from both AI chip demand and AI applications (digital twins in simulation gen AI in EDA)"
X Link 2026-02-04T15:57Z [--] followers, [---] engagements
"@The_AI_Investor Have you paid attention to $NOW It seems to have a good strategy in reinventing itself as a platform of AI agents. I am curious about your assessment. All in all AI applications tend to be more risky than infrastructure as of now"
X Link 2026-02-04T16:01Z [--] followers, [--] engagements
"@SayNoToTrading @DerrestWilliams Also Credo doesn't only offer AECs but also optics i.e. ALC (Active LED cables) and ZeroFlap optics transceivers. Long $LITE -short $CRDO traders might be surprised"
X Link 2026-02-04T22:03Z [--] followers, [---] engagements
"@QualityInvest5 Have you opened a starter position It's legacy business is solid; and OpenAI Frontier (launched yesterday) was basically copying $NOW's playbook to be a platform of AI agents. (Note that ServiceNow is already a platform of softwares.)"
X Link 2026-02-06T17:00Z [--] followers, [----] engagements
"@SpacemanZN @r_goln @QualityInvest5 It is not a zero-sum game I think; $NOW has solid and sticky legacy businesses like ITSM on top of which it can upsell. It will do well as long as it can carve a meaningful market share. All in all OpenAI launching Frontier shows that $NOW has a good strategy"
X Link 2026-02-06T18:40Z [--] followers, [---] engagements
"@QualityInvest5 Also ServiceNow's AI research department is in Montreal taking advantage of their proximity to Canada's MILA"
X Link 2026-02-06T22:24Z [--] followers, [---] engagements
"@QualityInvest5 [----]. It can be valued with a premium considering its hyper growth and its unique role in national security/defense especially in this precarious era. The stock might also time-correct by being flat for the next few years"
X Link 2026-02-07T20:26Z [--] followers, [---] engagements
"@QualityInvest5 The herd doesn't seem to understand that generative AI is a special type of software mimicking intelligence with probability thus have fundamental limitations. Many deterministic softwares will coexist with AI. Many software companies will be the first to take advantage of AI"
X Link 2026-02-07T20:40Z [--] followers, [---] engagements
"@QualityInvest5 I also highly recommend this article by Amit Zavery the CPO-COO of ServiceNow. IMO it explains their AI strategy well and dispels some of the FUD. https://www.linkedin.com/pulse/great-misread-ai-doesnt-replace-enterprise-software-redefines-zavery-1jhlc/ https://www.linkedin.com/pulse/great-misread-ai-doesnt-replace-enterprise-software-redefines-zavery-1jhlc/"
X Link 2026-02-08T00:05Z [--] followers, [---] engagements
"@Arturo10185 @DrewCohenMoney ServiceNow's headquarter is next door to Nvidia's; and it's one of the SaaS companies that started rather early in AI. ServiceNow AI research is basically Yoshua Bengio's Element AI; as for AI in ITSM its Moveworks seems to be well-received"
X Link 2026-02-08T01:46Z [--] followers, [---] engagements
"@DimitryNakhla I would also add $PH a leader in aerospace control systems e.g. hydraulics & pneumatics"
X Link 2026-02-09T13:09Z [--] followers, [---] engagements
"RT @NileGardiner: An embarrassment on the world stage. Even worse than Kamala Harris"
X Link 2026-02-14T16:13Z [--] followers, [---] engagements
"An embarrassment on the world stage. Even worse than Kamala Harris. π¨ HOLY SMOKES. Rep. AOC just SELF-DESTRUCTED while trying to represent America in Germany "Should the US commit troops to defend Taiwan" AOC: "Um you know I think that uhh eh this is such a uh you know I th-I think that this is a umm this is of course a uh a very https://t.co/VfT98vKhZY π¨ HOLY SMOKES. Rep. AOC just SELF-DESTRUCTED while trying to represent America in Germany "Should the US commit troops to defend Taiwan" AOC: "Um you know I think that uhh eh this is such a uh you know I th-I think that this is a umm this is"
X Link 2026-02-14T02:10Z 66.5K followers, [----] engagements
"π¨ HOLY SMOKES. Rep. AOC just SELF-DESTRUCTED while trying to represent America in Germany "Should the US commit troops to defend Taiwan" AOC: "Um you know I think that uhh eh this is such a uh you know I th-I think that this is a umm this is of course a uh a very longstanding um policy." WTF They're gonna run her for president LMAO. Brutal. https://twitter.com/i/web/status/2022430243592765584 https://twitter.com/i/web/status/2022430243592765584"
X Link 2026-02-13T21:58Z 923.4K followers, 2.3M engagements
""We need to instill a Nazi-style hatred for the Jews throughout the Islamic world and to turn this weapon of the emotions into a terrorist bloodbath against Israel and its main supporter the United States." - Yuri Andropov Chairman of the Soviet KGB 1972"
X Link 2026-02-02T12:51Z 11K followers, 34.1K engagements
"RT @alma271828: Not really. The matter with the nomination of Warsh is not Lauder he just personal access and loyalty towards #Trump. Wh"
X Link 2026-01-31T01:10Z [--] followers, [--] engagements
"Not really. The matter with the nomination of Warsh is not Lauder he just personal access and loyalty towards #Trump. What really matters is the Duquesne connection (direct connection to Bessent himself)β Very important as the key aspect of him is to make Treasury and Fed to come to an accord. #Warsh is not a simple hawk or dove. Hes trying to move the #Fed back toward rate tool yes/balance-sheet tool no That creates a regime where term premium rises and the liquidity hedges (#gold / #crypto) stop behaving like one-way reflation plays. The equation is this: front-end relief / helping"
X Link 2026-01-30T21:03Z [----] followers, 17.2K engagements
"Ladies and Gentlemen I present to you your new Federal Reserve Chairman: Ronald Lauder -Heir to the Este Lauder fortune -College Friend of Msr Trump -Ex Ambassador to Austria -President of the World Jewish Congress Ronald's daughter Jane Lauder is married to KevinWarsh. https://twitter.com/i/web/status/2017058658060800216 https://twitter.com/i/web/status/2017058658060800216"
X Link 2026-01-30T02:13Z 186.2K followers, 504.5K engagements
"RT @alma271828: π«§π«§π«§ I want to draw your attention to this post from November: π The key statement I made was that m https://x.com/alma271828/status/1992998368256110909 https://x.com/alma271828/status/1992998368256110909"
X Link 2026-01-29T22:22Z [--] followers, [--] engagements
"π«§π«§π«§ I want to draw your attention to this post from November: π The key statement I made was that most of the capex wont pay off. The #AI infrastructure is overbuilt overleveraged relative to its actual organic demand its real-world usability its useful life and future regulations. I laid all of this out in quite some depth in the quoted post below including the demographic dimensions as well. (The next bubble in the US will form around green energy)π© This overvaluation is exactly the key. In the quoted post below I wrote: The bubble-burst does not necessarily begin with a sudden"
X Link 2026-01-29T22:18Z [----] followers, [----] engagements
"(I've never been good at self-marketing. and never wanted to beπ) βA red dot has appeared in my reversion model on a longer time-frame. Let's look into it. Over the past centuries the Western world has built a strong stable institutionalized economic system (one that is in essence designed to operate above primary human instincts). Despite its flaws and imperfections it has broadly enabled a higher standard of living and a wider range of development potential than the rigid autocratic overregulated systems typical of the East. This system however was born at a time when the Earths population"
X Link 2026-01-06T11:25Z [----] followers, 32K engagements
"RT @BaldingsWorld: I regularly get asked why China has has such influence in countries in many cases even when the US is bigger economicall"
X Link 2026-01-28T12:59Z [--] followers, [---] engagements
"I regularly get asked why China has has such influence in countries in many cases even when the US is bigger economically. I always tell them "suitcases of cash hookers and blow or some variant therein". Let me make this clear: I am dead serious even in places like Europe Chinas playbook: corrupt elites backroom deals economic blackmail and political capture exporting rot abroad undermining sovereignty hollowing democracies and leaving nations trapped indebted and scandalised https://t.co/hD24Y8FpMy Chinas playbook: corrupt elites backroom deals economic blackmail and political capture"
X Link 2026-01-28T12:34Z 79.8K followers, 139.4K engagements
"Chinas playbook: corrupt elites backroom deals economic blackmail and political capture exporting rot abroad undermining sovereignty hollowing democracies and leaving nations trapped indebted and scandalised https://apple.news/Acuh2mAKERzK5XkPTxM4d7whighlight=Acting%20President%20Jeri%20faces%20impeachment%20efforts%20after%20meetings%20with%20Chinese%20businessman%20Zhihua%20Yang%0AUproar%20highlights%20Peru%E2%80%99s%20deep%20economic%20ties%20to%20China%20amid%20rising%20U.S.%20pressure%0A"
X Link 2026-01-28T05:35Z [----] followers, 98.5K engagements
"The alternative is a China-and Russia-led order. Just ask Hong Kong how that feels. Or Taiwan the Philippines and Japan how it feels to be threatened every day by Chinese attempts to dominate. Not to speak of living in Donbas under Russian imperial rule"
X Link 2026-01-21T12:18Z 62.3K followers, [----] engagements
"RT @alma271828: A big crisis is unfolding in the geopolitical arena and in the ideological dimension. And it will not end until the world o"
X Link 2026-01-21T13:24Z [--] followers, [--] engagements
"A big crisis is unfolding in the geopolitical arena and in the ideological dimension. And it will not end until the world order is transformed. Market is repricing everything. Literally everything. Everything Ive been saying since the winter of [--------] about geopolitics and the global economy is playing out right in front of you. I wasnt wrong. I called it ahead of time. The new era will start this week with Trump starts to plant the new-UN the Board of Peace meant to be more absolutist and effective than the former UN that became the victim of the european capitalism. The new structure"
X Link 2026-01-21T13:09Z [----] followers, 13.4K engagements
"π¨ GLOBALISM JUST DIED IN DAVOS Howard Lutnick just walked into the lions den and told the World Economic Forum exactly what they didnt want to hear. Globalism has failed. Not whispered. Not softened. Declared on their own stage. He dismantled the entire WEF doctrine in minutes: Offshoring hollowed out the West Cheap labor destroyed innovation Net Zero made Europe dependent on China Sovereignty begins with borders Nations must control their industry energy and medicine Then came the line that shook the room: Why would Europe agree to Net Zero when they dont even make a battery Thats the truth"
X Link 2026-01-21T10:02Z 430.3K followers, 4M engagements
"What Europe gets wrong: Nearly every major international organization and multilateral body has been captured by China and its CCP proxies. Trump is responding by building a parallel system to bypass them altogether. Many Europeans interpret this as destabilization when it is better understood as adaptation to institutional failure. https://twitter.com/i/web/status/2013953677585694752 https://twitter.com/i/web/status/2013953677585694752"
X Link 2026-01-21T12:35Z 57.5K followers, 33K engagements
"Europe (Eastern/Central Europe being the exception) is buying weapons without the will to use them. That contradiction defines the growing friction with the United States. https://www.zinebriboua.com/p/europe-militarization-without-the https://www.zinebriboua.com/p/europe-militarization-without-the"
X Link 2026-01-21T11:44Z 57.5K followers, [----] engagements
"RT @DrewPavlou: For all Trumps faults Xi Jinping is literally ten trillion times more authoritarian in every single possible way. He lite"
X Link 2026-01-21T09:12Z [--] followers, [---] engagements
"For all Trumps faults Xi Jinping is literally ten trillion times more authoritarian in every single possible way. He literally runs a brutal totalitarian police state which forces [--] year olds to learn Xi Jinping Thought in school. Imagine being so mind raped by Trumps Truth Social shitposting that you would side with an actual brutal totalitarian dictatorship run by a communist Marxist Leninist party Trump is halfway finished with his term. The midterms are in a few months. He only has [--] years left. All that Europeans and Canadians have to do is wait and be nice to Trump. And thats it. But no"
X Link 2026-01-20T23:15Z 233.2K followers, 82.2K engagements
"Trump is halfway finished with his term. The midterms are in a few months. He only has [--] years left. All that Europeans and Canadians have to do is wait and be nice to Trump. And thats it. But no they are immediately selling everything to China. China china china. Idiots"
X Link 2026-01-20T17:54Z 38.7K followers, 1.2M engagements
"RT @DavidZhang360: China threatens Taiwan. Just because its not you people doesnt mean you should be ok with it"
X Link 2026-01-20T17:30Z [--] followers, [---] engagements
"China threatens Taiwan. Just because its not you people doesnt mean you should be ok with it. China never threatened to conquer my land and kill my people. China never threatened to conquer my land and kill my people"
X Link 2026-01-20T14:54Z 13.2K followers, 81.4K engagements
"China never threatened to conquer my land and kill my people"
X Link 2026-01-19T11:15Z [----] followers, 1.1M engagements
"RT @vtchakarova: No we dont"
X Link 2026-01-20T14:50Z [--] followers, [---] engagements
"No we dont. FRANCE'S MACRON: WE NEED MORE CHINESE INVESTMENTS INTO EUROPE IN KEY SECTORS FRANCE'S MACRON: WE NEED MORE CHINESE INVESTMENTS INTO EUROPE IN KEY SECTORS"
X Link 2026-01-20T14:36Z 203.6K followers, 92.2K engagements
"FRANCE'S MACRON: WE NEED MORE CHINESE INVESTMENTS INTO EUROPE IN KEY SECTORS"
X Link 2026-01-20T13:25Z 1.2M followers, 1.1M engagements
"RT @ThatAlexWoman: Like I explained in my article (something huge swathes of the British media completely fail to understand or acknowledge"
X Link 2026-01-20T12:09Z [--] followers, [----] engagements
"Like I explained in my article (something huge swathes of the British media completely fail to understand or acknowledge out of ignorance or swivel eyed bias) the Greenland narrative pivots on the fact that the US does not trust certain European leaders as stable allies due to socialist persuasions open borders democratic bankruptcy geopolitical weakness and naievty/ proximity to China / Islamism. My article from a few days ago is worth a read - especially given it foretold what has just happened - while the majority of journalists seem utterly clueless on foreign affairs to an"
X Link 2026-01-20T09:21Z 267.2K followers, 352.1K engagements
"Why don't journalists get Greenland The Chinese Mega Embassy in London and Trump's push for Greenland are connected America no longer trusts Europe For pragmatic researched and honest analysis on America's push for Greenland read my exclusive article. https://www.thatalexwoman.com/p/we-need-to-talk-about-greenland https://www.thatalexwoman.com/p/we-need-to-talk-about-greenland"
X Link 2026-01-18T14:08Z 267.2K followers, 428.9K engagements
"This is Ruba the daughter of Hamas leader Mousa Abu Marzouk. She is an American citizen and this is her photo from a Starbucks in the United States. The other photo shows Omar the son of Khaled Mashal. He is also an American citizen seen here with his employees at one of his companies. We are ordered to hate America and fight it while their own children live freely under American citizenship. https://twitter.com/i/web/status/2012959192982720778 https://twitter.com/i/web/status/2012959192982720778"
X Link 2026-01-18T18:44Z [----] followers, 103.8K engagements
"I am a simp for Trump. But I do have some self-respect and I'm not going to applaud these tariffs over Greenland. This whole episode is getting out of hand"
X Link 2026-01-17T18:17Z [----] followers, 16.4K engagements
"RT @SenThomTillis: This response to our own allies for sending a small number of troops to Greenland for training is bad for America bad f"
X Link 2026-01-18T00:53Z [--] followers, [----] engagements
"This response to our own allies for sending a small number of troops to Greenland for training is bad for America bad for American businesses and bad for America's allies. It's great for Putin Xi and other adversaries who want to see NATO divided. The fact that a small handful of "advisors" are actively pushing for coercive action to seize territory of an ally is beyond stupid. It hurts the legacy of President Trump and undercuts all the work he has done to strengthen the NATO alliance over the years. Breaking news: The U.S. will impose tariffs on countries that have sent troops to Greenland"
X Link 2026-01-17T17:52Z 194.6K followers, 1.7M engagements
"Breaking news: The U.S. will impose tariffs on countries that have sent troops to Greenland in recent days President Trump said dramatically escalating his effort to acquire the territory despite assertions that the Arctic island is not for sale. https://wapo.st/4pPmrqH https://wapo.st/4pPmrqH"
X Link 2026-01-17T17:36Z 19.3M followers, 1.3M engagements
"This is some Cuban Missile Crisis from Temu"
X Link 2026-01-17T22:38Z 30.4K followers, 12.5K engagements
"RT @FormulaRauda: We are not afraid of a regime that was heavily weakened by Israel in [--] days. π€·π»β Free Iran"
X Link 2026-01-15T23:44Z [--] followers, [---] engagements
"We are not afraid of a regime that was heavily weakened by Israel in [--] days. π€·π»β Free Iran. UAE did not take part in efforts to pressure the US to halt a strike on Iran unlike Saudi Arabia Oman and Qatar WSJ reports. UAE did not take part in efforts to pressure the US to halt a strike on Iran unlike Saudi Arabia Oman and Qatar WSJ reports"
X Link 2026-01-15T23:41Z 14.3K followers, 59.5K engagements
"UAE did not take part in efforts to pressure the US to halt a strike on Iran unlike Saudi Arabia Oman and Qatar WSJ reports"
X Link 2026-01-14T18:21Z 178.6K followers, 2M engagements
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