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# ![@stevehou0 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::803639496386355200.png) @stevehou0 Steve Hou

Steve Hou posts on X about china, tesla, stocks, fed the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::803639496386355200/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::803639496386355200/c:line/m:interactions.svg)

- X Week XXXXXXXXX +54%
- X Month XXXXXXXXX +14%
- X Months XXXXXXXXXX +16%
- X Year XXXXXXXXXX +189%

### Mentions: XX [#](/creator/twitter::803639496386355200/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::803639496386355200/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +16%
- X Months XXXXX +80%
- X Year XXXXX +23%

### Followers: XXXXXX [#](/creator/twitter::803639496386355200/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::803639496386355200/c:line/m:followers.svg)

- X Week XXXXXX +1.20%
- X Month XXXXXX +7.30%
- X Months XXXXXX +35%
- X Year XXXXXX +63%

### CreatorRank: XXXXXXX [#](/creator/twitter::803639496386355200/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::803639496386355200/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::803639496386355200/influence)
---

**Social category influence**
[countries](/list/countries)  XXXXX% [finance](/list/finance)  #6226 [stocks](/list/stocks)  #6393 [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [social networks](/list/social-networks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[china](/topic/china) #1255, [tesla](/topic/tesla) #874, [stocks](/topic/stocks) #789, [fed](/topic/fed) #870, [over the](/topic/over-the) 2.63%, [has been](/topic/has-been) 1.97%, [tariffs](/topic/tariffs) #1307, [shanghai](/topic/shanghai) #381, [tiktok](/topic/tiktok) 1.97%, [finance](/topic/finance) XXXX%

**Top accounts mentioned or mentioned by**
[@0xmerridew](/creator/undefined) [@dannydayan5](/creator/undefined) [@texasoncologist](/creator/undefined) [@austinkonrad1](/creator/undefined) [@beefcubee](/creator/undefined) [@tutperson12](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@gdp1985](/creator/undefined) [@assidiousmacro](/creator/undefined) [@doggydog1208](/creator/undefined) [@loumannheim87](/creator/undefined) [@teortaxestex](/creator/undefined) [@jman12312311092](/creator/undefined) [@covidnogood](/creator/undefined) [@zephyrz9](/creator/undefined) [@shanema01033790](/creator/undefined) [@jukanlosreve](/creator/undefined) [@reidatcheson](/creator/undefined) [@bennpeifert](/creator/undefined) [@kkmaway](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Teradyne, Inc. (TER)](/topic/$ter) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts [#](/creator/twitter::803639496386355200/posts)
---
Top posts by engagements in the last XX hours

"One of Canada's most powerful leverages against the US may be to let in Chinese advanced manufacturing goods like EVs"  
[X Link](https://x.com/stevehou0/status/1982630374930035168) [@stevehou0](/creator/x/stevehou0) 2025-10-27T02:08Z 36.6K followers, 31K engagements


"The US and China will still weaponize their interdependence. Rare earth stranglehold is still a time bomb. It's not defused just delayed"  
[X Link](https://x.com/stevehou0/status/1982809501238505828) [@stevehou0](/creator/x/stevehou0) 2025-10-27T13:59Z 36.6K followers, 11.1K engagements


"Ive now been driven around by both Waymo and Tesla FSD (version 13/14). Waymo is very good. Ive felt perfectly safe while riding in it. But its also quite obvious that its driven by a robot with little but ubiquitous jerkiness. Tesla FSD drives like a human presumably bc it has been trained on millions of hours of human driving. Beyond being safe FSD makes decisive decisions to drive around blocking or temporarily stopped vehicles learns from previous mistakes of turning the wrong parallel lanes etc. Its just a much better UX as a passenger"  
[X Link](https://x.com/stevehou0/status/1982598825207333190) [@stevehou0](/creator/x/stevehou0) 2025-10-27T00:02Z 36.6K followers, 271.8K engagements


"China has never antagonized Elon. In fact China goes out of its way to court Elon. China has issued veiled threats again Apple in retaliation to US tariffs but I don't believe Tesla. China specifically Giga Shanghai is also instrumental in helping Tesla scale to profitability"  
[X Link](https://x.com/stevehou0/status/1982609844767977507) [@stevehou0](/creator/x/stevehou0) 2025-10-27T00:46Z 36.6K followers, 17.4K engagements


"Has Jerome Powell done a great job as Fed chair"  
[X Link](https://x.com/stevehou0/status/1982868753198330227) [@stevehou0](/creator/x/stevehou0) 2025-10-27T17:55Z 36.6K followers, 15.8K engagements


"Well said. The Sankar essay is an important one bc its a shot across the bow for the dark things coming. The revisionist history. China didnt steal manufacturing from the US. The US gave up manufacturing bc services industry generally has much higher profit margins is less cyclical and offers more comfortable jobs with higher pay. Young people prefer getting college degrees working in an office instead of the factory floors. Now the US is having regrets and second thoughts about losing manufacturing in part bc we are in a new geopolitical reality and the US feels threatened by Chinas economic"  
[X Link](https://x.com/stevehou0/status/1979687928164134953) [@stevehou0](/creator/x/stevehou0) 2025-10-18T23:15Z 36.6K followers, 95.7K engagements


"So BTC to $1M and ETH to $100K by year end I guess"  
[X Link](https://x.com/stevehou0/status/1980640306388467994) [@stevehou0](/creator/x/stevehou0) 2025-10-21T14:20Z 36.6K followers, 2405 engagements


"This chart says to me that theres a lot of demand for leverage expressed through ETFs. The question is why. Why do investors prefer to use leveraged ETFs instead of margin borrowing or even option derivatives to increase leverage. Cost and convenience are clearly part of it. But one also wonder if the use of leveraged ETFs is in addition to rather than in lieu of the leverage financial markets wouldve gotten otherwise anyway as leverage becomes more easily accessible to traditionally more leverage constrained/restrained (retail) investors"  
[X Link](https://x.com/stevehou0/status/1982931598510276643) [@stevehou0](/creator/x/stevehou0) 2025-10-27T22:05Z 36.6K followers, 28.5K engagements


"Honestly if money isnt a constraint how much would it cost to rebuild Penn Station like this What about refreshing the NY subway like this as well Does anyone have an estimate"  
[X Link](https://x.com/stevehou0/status/1974880642371551721) [@stevehou0](/creator/x/stevehou0) 2025-10-05T16:53Z 36.6K followers, 229.5K engagements


"Why did China suddenly decide to show its full hand"  
[X Link](https://x.com/stevehou0/status/1976746989309354115) [@stevehou0](/creator/x/stevehou0) 2025-10-10T20:29Z 36.6K followers, 656.6K engagements


"@DavidSacks GDP growth is currently an outstanding XXX% and AI *CAPEX* is XX% of that. The numbers are getting pretty insanely big so we really hope that it will eventually pay off"  
[X Link](https://x.com/stevehou0/status/1979241381647311224) [@stevehou0](/creator/x/stevehou0) 2025-10-17T17:41Z 36.6K followers, 22.9K engagements


"Omg this is what the Obama Presidential Library will look like Seriously All the smartest liberals and best architects at their disposal and this is what they came up with 😭😱 This is honestly a perfect symbol of everything that went wrong with Dems/Libs: over-intellectualizing and overthinking. I'd have built something that's much more conventional simple and beautiful that lets in a lot more light"  
[X Link](https://x.com/stevehou0/status/1979596954356126193) [@stevehou0](/creator/x/stevehou0) 2025-10-18T17:14Z 36.6K followers, 151.7K engagements


"China picked an interesting time to announce a null news that the Chinas lead trade negotiator Li Chenggang (low level rogue unhinged vice minister acc to Bessent) has been formally relinquished of his previous job of WTO ambassador after he was promoted to become Chinas lead trade negotiator carrying a full ministerial rank despite being a vice minister. Knowing Beijing things like this are rarely accidental esp given the sensitivity of Lis name given current trade talks and frictions. Is this an attempt to signal a lowering the temperature given the capacity of the US trade team to pay"  
[X Link](https://x.com/stevehou0/status/1980226231179022457) [@stevehou0](/creator/x/stevehou0) 2025-10-20T10:54Z 36.6K followers, 26.9K engagements


"@Jukanlosreve Oh not dividend yield"  
[X Link](https://x.com/stevehou0/status/1980534795961790639) [@stevehou0](/creator/x/stevehou0) 2025-10-21T07:21Z 36.6K followers, XXX engagements


"The iPhone air is an interesting curiosity but not a good product. Sure its impressively thin but everyone uses a case in case you drop the phone or just to customize. So its not thin in daily use. O/w the battery life is poor by design and the camera is much worse. The air seems like a prototype lab product Apple released commercially to anticipate the foldable next year. Consumers are quite rational. I was tempted to buy at launch but glad I stuck with the XX pro which I believe will have sold extremely well"  
[X Link](https://x.com/stevehou0/status/1980958065882173791) [@stevehou0](/creator/x/stevehou0) 2025-10-22T11:23Z 36.6K followers, 14.6K engagements


"Very interesting AMA with @DavidDaokuiLi. I noticed three main types of questions in the replies: X. How can China avoid Japanslost XX years experience and how should young people prepare X. When will real estate stop falling X. Should I buy gold"  
[X Link](https://x.com/stevehou0/status/1980960111993704766) [@stevehou0](/creator/x/stevehou0) 2025-10-22T11:31Z 36.6K followers, 40.5K engagements


"This seems to have been right"  
[X Link](https://x.com/stevehou0/status/1981030289754513671) [@stevehou0](/creator/x/stevehou0) 2025-10-22T16:10Z 36.6K followers, 5702 engagements


"@bennpeifert 🤣"  
[X Link](https://x.com/stevehou0/status/1981400052393472406) [@stevehou0](/creator/x/stevehou0) 2025-10-23T16:39Z 36.6K followers, XXX engagements


"@bennpeifert When is HE Justin Sun receiving a preemptive pardon for his monumental groundbreaking contribution to the digital finance industry"  
[X Link](https://x.com/stevehou0/status/1981400581995671699) [@stevehou0](/creator/x/stevehou0) 2025-10-23T16:41Z 36.6K followers, XXX engagements


"While unemployment rate is at XXX% a historical secular low it has also been steadily rising over the last two years as other metrics of the labor market show consistent signs of slowing or loosening. Shrinking labor force has been used to explain the lack of job growth but it could also be used to explain the slow rise or secularly low levels of unemployment rates right That bc we have a secular shortage of workers that even when part of the labor market esp white collar industries is very weak and jobs very hard to find the aggregate unemployment rate could remain secularly low with very"  
[X Link](https://x.com/stevehou0/status/1982086551581716542) [@stevehou0](/creator/x/stevehou0) 2025-10-25T14:07Z 36.6K followers, XXX engagements


"@sundeep @basetenco @amiruci Are we sure that Cloudflare is being compared for trying to do the same thing here"  
[X Link](https://x.com/stevehou0/status/1982139353167237133) [@stevehou0](/creator/x/stevehou0) 2025-10-25T17:37Z 36.6K followers, XX engagements


"@briangobosox @spmur11 @RushDoshi But neither energy nor food comes from US allied countries For China this prob means Russia/middle east and Brazil etc"  
[X Link](https://x.com/stevehou0/status/1982371108826632497) [@stevehou0](/creator/x/stevehou0) 2025-10-26T08:57Z 36.6K followers, XXX engagements


"I still think this 👇"  
[X Link](https://x.com/stevehou0/status/1982433254746808356) [@stevehou0](/creator/x/stevehou0) 2025-10-26T13:04Z 36.6K followers, 5954 engagements


"@eliant_capital @briangobosox Nah I think President Trump won. He always wins. This was the plan all along. Ow stocks wouldnt have gone up"  
[X Link](https://x.com/stevehou0/status/1982436018713186528) [@stevehou0](/creator/x/stevehou0) 2025-10-26T13:15Z 36.6K followers, XXX engagements


"@notyetadegen @Jukanlosreve Interesting but I disagree with it. It would take me some time to rebutt thoughtfully though"  
[X Link](https://x.com/stevehou0/status/1982628307469529419) [@stevehou0](/creator/x/stevehou0) 2025-10-27T01:59Z 36.6K followers, XX engagements


"@kkmaway @GoldenSand87841 That's honestly bizarre how you are stuck at v12 despite having a 2023 M3 and advanced mode turned on. You should've gotten the v13 update"  
[X Link](https://x.com/stevehou0/status/1982647701142671748) [@stevehou0](/creator/x/stevehou0) 2025-10-27T03:17Z 36.6K followers, XX engagements


"Wild. Luckin coffee which nearly went bankrupt X years ago due to fabricating sales is up 13x or 20x depending on when you start counting"  
[X Link](https://x.com/stevehou0/status/1969749891095097848) [@stevehou0](/creator/x/stevehou0) 2025-09-21T13:05Z 36.6K followers, 56.4K engagements


"The price chart of gold in 2025 is one of the most extraordinary sights to behold. What was gold thinking in those few months What eventually persuaded it to go bonkers starting on Aug 18"  
[X Link](https://x.com/stevehou0/status/1979156575613763694) [@stevehou0](/creator/x/stevehou0) 2025-10-17T12:04Z 36.6K followers, 7449 engagements


"When it comes to foreign policy I think China (CCP or KMT previously) is deeply affected by this narrative common across Asia true or untrue that it was once bullied by Western colonial powers in the 19th and 20th centuries bc it was technologically and militarily powerless. (And Qing dynasty China was ruled by Imperial Manchu technically from Han Chinese perspective a foreign culture and certainly a far cry from a democracy. Nevertheless it represented China.) Its a narrative thats deeply etched into the national collective memory. It may be clich and eye-rolling but doesnt make it any less"  
[X Link](https://x.com/stevehou0/status/1979524284616954282) [@stevehou0](/creator/x/stevehou0) 2025-10-18T12:25Z 36.6K followers, 9325 engagements


"Wow Sam may need to find a second Saudi Arabia first"  
[X Link](https://x.com/stevehou0/status/1980034682940232119) [@stevehou0](/creator/x/stevehou0) 2025-10-19T22:13Z 36.6K followers, 5466 engagements


"Tesla diner is a genuinely amazing experience Thanks for showing me around @WholeMarsBlog"  
[X Link](https://x.com/stevehou0/status/1981866439142511026) [@stevehou0](/creator/x/stevehou0) 2025-10-24T23:32Z 36.6K followers, 22K engagements


"Bro Hu Xijin out here spreading quasi official prognostications and lacerating the bears. Savage. 🤣"  
[X Link](https://x.com/stevehou0/status/1982124084046745933) [@stevehou0](/creator/x/stevehou0) 2025-10-25T16:36Z 36.6K followers, 27.8K engagements


"Xi didnt want to deflate all asset markets. He wanted to deflate the real estate market while redirecting asset flows into the Chinese equity market to fund the industries he likes such as advanced manufacturing like EV or semiconductors. The govt knows that if they deflated all assets the wealth effect would just send the economy into a prolonged balance sheet recession. So it was a delicate dance of rebalance. Chinese property sector had gotten way too big - twice the size of the stock market which Chinese people didnt historically trust. Bc the real estate sector is so huge deflating it"  
[X Link](https://x.com/stevehou0/status/1982129193287827618) [@stevehou0](/creator/x/stevehou0) 2025-10-25T16:56Z 36.6K followers, XXX engagements


"Trump: I think we are gonna do well with China. Well have a deal with China. Well meet this week as you know in South Korea with President Xi. I think well have a good deal with China. They want to make a deal. We want to make a deal. Weve agreed to meet. We are gonna meet them later in China and well meet in the US in either Washington or Mar a Lago Palm beach"  
[X Link](https://x.com/stevehou0/status/1982549159283663183) [@stevehou0](/creator/x/stevehou0) 2025-10-26T20:45Z 36.6K followers, 14.4K engagements


"Whats fascinating about this latest round of trade talks is how the US and China have flipped places in their languages. China seems keen to de-personalize and emphasize due procedures in line with the domestic campaign for rule of/by law. Meanwhile the US seems eager to emphasize the important personal roles of the top leaders of each country above the traditionally all important institutional process. 🤔"  
[X Link](https://x.com/stevehou0/status/1982558506982203683) [@stevehou0](/creator/x/stevehou0) 2025-10-26T21:22Z 36.6K followers, 31.1K engagements


"I disagree. I'm a big fan of Lei Jun and Xiaomi but Lei and Xiaomi are ultimately a classic and in fact excellent Chinese company: a great copier and iterative innovator. They copy Apple now copy Tesla. The competitive edge lies in aggressively driving down costs while delivering a product/experience that almost looks like the real thing. But as anyone who has used a Xiaomi phone can attest it's not like the real thing at the end. Lots of advertised features fall short in real world use. Original innovation isn't their strength nor does it need to be for where they need to go"  
[X Link](https://x.com/stevehou0/status/1982617174846906835) [@stevehou0](/creator/x/stevehou0) 2025-10-27T01:15Z 36.6K followers, 5854 engagements


"I think BYD is even more of the same thing as I described above I didn't say that they aren't great industrialists. But that's not Elon is it There are plenty great industrialists in the US. Elon is a unique visionary and technologist the likes of which that's maybe once a century. So this isn't a dig on China. No other country has an Elon Musk either. BYD derives its entire existence/identity from copying Tesla too by delivering a cheaper Tesla with more features. We've seen similar dynamics with Android phones vs the iPhone. Yet it's quite clear which sets the benchmark"  
[X Link](https://x.com/stevehou0/status/1982622878261445026) [@stevehou0](/creator/x/stevehou0) 2025-10-27T01:38Z 36.6K followers, 3360 engagements


"@crypto_condom Really How so"  
[X Link](https://x.com/stevehou0/status/1982633950062555261) [@stevehou0](/creator/x/stevehou0) 2025-10-27T02:22Z 36.6K followers, 10.2K engagements


"@aaalexhl @CL207 You should subscribe for a couple months. Its only $99/m. Try it to judge for yourself. Hard to describe"  
[X Link](https://x.com/stevehou0/status/1982634220108554492) [@stevehou0](/creator/x/stevehou0) 2025-10-27T02:23Z 36.6K followers, XXX engagements


"@AssidiousMacro @donnelly_brent Except I think high beta outperformed beta by a lot more than ex ante beta would predict"  
[X Link](https://x.com/stevehou0/status/1982637239520887124) [@stevehou0](/creator/x/stevehou0) 2025-10-27T02:35Z 36.6K followers, XX engagements


"@zephyr_z9 KRW needs to do a reverse split"  
[X Link](https://x.com/stevehou0/status/1982658269601775980) [@stevehou0](/creator/x/stevehou0) 2025-10-27T03:59Z 36.6K followers, XXX engagements


"I think Tesla is still very much a frontier leader on robotics AI and a leader in terms of EV sales even if not in terms of range and features I think SpaceX is also unmatched in terms of capability let alone what it has unlocked I think its possible to evaluate Elon objectively while separating the toxic politics and personal stuff which Im not a fan of either"  
[X Link](https://x.com/stevehou0/status/1982673156700610865) [@stevehou0](/creator/x/stevehou0) 2025-10-27T04:58Z 36.6K followers, XXX engagements


"@0xMerridew I think the consensus of the Chinese EV industry which was entirely spawned by Tesla Shanghai basically is that Tesla is the top dog for autonomous driving tech by quite a wide margin"  
[X Link](https://x.com/stevehou0/status/1982674960033165813) [@stevehou0](/creator/x/stevehou0) 2025-10-27T05:05Z 36.6K followers, 14.9K engagements


"You can also just mechanically calculate the "duration" by either constructively computing it from net income/fcf treating terminal value as a perpetuity or regressing stock returns on bond yields. In either case there's quite strong consistency both between two approaches and over time as in "long/short duration" stocks remain so over extend periods. Tesla is a long duration stock and GM/F are short duration stocks"  
[X Link](https://x.com/stevehou0/status/1982788338454007893) [@stevehou0](/creator/x/stevehou0) 2025-10-27T12:35Z 36.6K followers, XXX engagements


"Grand bargain coming"  
[X Link](https://x.com/stevehou0/status/1983006041882407361) [@stevehou0](/creator/x/stevehou0) 2025-10-28T03:00Z 36.6K followers, 15.8K engagements


"@Luftstalag14 Words are cheap. If sounding conciliatory means less substantive concessions they'd take it all day"  
[X Link](https://x.com/stevehou0/status/1983012526490083624) [@stevehou0](/creator/x/stevehou0) 2025-10-28T03:26Z 36.6K followers, XXX engagements


"To beat China the U.S. needs to become China"  
[X Link](https://x.com/stevehou0/status/1978485559916896644) [@stevehou0](/creator/x/stevehou0) 2025-10-15T15:38Z 36.6K followers, 135.9K engagements


"When I step back to think about the reasons why the US is going to trade war with China what specially China did that was wrong I think a lot comes down to the promises China made but not kept. Could China have become as powerful and prosperous if it had kept these promises"  
[X Link](https://x.com/stevehou0/status/1979501878917648863) [@stevehou0](/creator/x/stevehou0) 2025-10-18T10:56Z 36.6K followers, 52.1K engagements


"I think the US-China trade deal increasingly looks like a win-win. Everybody won. Congrats to all"  
[X Link](https://x.com/stevehou0/status/1982437532219462073) [@stevehou0](/creator/x/stevehou0) 2025-10-26T13:21Z 36.6K followers, 30.6K engagements


"Just tried ChatGPT X Gemini XXX pro and Grok Super to help me set up my Navien boiler. Serious hallucination problems remain across all three. Confidently asserting false things all over the place. If I was a total novice which I am Id be led dangerously astray without good intuition which I fortunately had. AI is helpful AI aint replacing anybody any time soon It did help me tremendously to get to the right settings by explaining what each option on the menu did. But I had to override many of AIs suggestions to get to the right place in the end"  
[X Link](https://x.com/stevehou0/status/1982536808534839305) [@stevehou0](/creator/x/stevehou0) 2025-10-26T19:56Z 36.6K followers, 41.3K engagements


"@plantmath1 Ren Zhengfei No hes not a technologist. Hes a very hardworking industrialist. But copying well is in Rens genes"  
[X Link](https://x.com/stevehou0/status/1982608704328626560) [@stevehou0](/creator/x/stevehou0) 2025-10-27T00:42Z 36.6K followers, 6676 engagements


"Mileis party La Libertad Avanza staging an incredible comeback after President Trumps powerful direct interventions in the form of financial assistance and political endorsement. Argentinians made a rational choice that its much better to go with a guy with a powerful backer"  
[X Link](https://x.com/stevehou0/status/1982614515230380453) [@stevehou0](/creator/x/stevehou0) 2025-10-27T01:05Z 36.6K followers, 19.6K engagements


"We gonna find out that DeepSeek/Qwen are trained on degens while ChatGPT is trained on the academic literature of rational finance and the traditions of value investing"  
[X Link](https://x.com/stevehou0/status/1982644599329034691) [@stevehou0](/creator/x/stevehou0) 2025-10-27T03:04Z 36.6K followers, 57.6K engagements


"@LouMannheim87 I think Elon is a multi-generational technologist. He's also a deeply flawed human being who made some terrible personal and political choices"  
[X Link](https://x.com/stevehou0/status/1982652282924892238) [@stevehou0](/creator/x/stevehou0) 2025-10-27T03:35Z 36.6K followers, 2826 engagements


"@mark_dow @macrocephalopod @BehavioralMacro Hmm do you buy the idea that there are some mature stocks whose growth is slower and more predictable and their expected cash flows are near term and some younger stocks whose growth is faster and their expected cash flows are further out"  
[X Link](https://x.com/stevehou0/status/1982787852418027737) [@stevehou0](/creator/x/stevehou0) 2025-10-27T12:33Z 36.6K followers, XXX engagements


"Chinas foreign minister Wang Yi had a phone call with Sec State Rubio. US read-out once again confirms a meeting btwn Trump and Xi in Busan Korea. Chinas read-out via Xinhua makes no explicit reference to the meeting other than hoping the two sides will walk towards each other to lay the groundwork for high level interactions. China also made a point to explicitly mention that Wang had referred to the personal relationship btwn Trump and Xi who he calls world class leaders as the most important strategic asset for the US-China relations. Its obvious that a meeting is happening or itd be a"  
[X Link](https://x.com/stevehou0/status/1983106626933424255) [@stevehou0](/creator/x/stevehou0) 2025-10-28T09:40Z 36.6K followers, 13.4K engagements


"@0xMerridew @Hauge319 I have good intuition to judge what passes the sniff test. More often than not its right. Esp when the alternative is do nothing"  
[X Link](https://x.com/stevehou0/status/1983250456777306379) [@stevehou0](/creator/x/stevehou0) 2025-10-28T19:12Z 36.6K followers, XX engagements


"@0xMerridew @TexasOncologist @Hauge319 I think you are setting up a very strange argument tbh. Was the internet a one time productivity gain How about the invention of automotives relative to horse carriages Airplanes"  
[X Link](https://x.com/stevehou0/status/1983252206972211678) [@stevehou0](/creator/x/stevehou0) 2025-10-28T19:19Z 36.6K followers, XXX engagements


"The job market is not the economy"  
[X Link](https://x.com/stevehou0/status/1983272197700636939) [@stevehou0](/creator/x/stevehou0) 2025-10-28T20:38Z 36.6K followers, 26.4K engagements


"Just fold the Fed into the Treasury at this point and Bessent can be the head of both"  
[X Link](https://x.com/stevehou0/status/1983276226396770683) [@stevehou0](/creator/x/stevehou0) 2025-10-28T20:54Z 36.6K followers, 4141 engagements


"Literally on a $TER"  
[X Link](https://x.com/stevehou0/status/1983292517727813712) [@stevehou0](/creator/x/stevehou0) 2025-10-28T21:59Z 36.6K followers, 11.5K engagements


"Uber driver: you work in the stock market What do you think about Nvidia"  
[X Link](https://x.com/stevehou0/status/1983530027665723645) [@stevehou0](/creator/x/stevehou0) 2025-10-29T13:43Z 36.6K followers, 20.2K engagements


"The US is rolling back tariffs on products that cannot be grown mined or naturally produced in the United States So what about Swiss watches Made in France handbags or Made in Italy fashion brands Those items derive their identities from being made overseas"  
[X Link](https://x.com/stevehou0/status/1979494024890221051) [@stevehou0](/creator/x/stevehou0) 2025-10-18T10:25Z 36.6K followers, 43.7K engagements


"Great piece. This is exactly my criticism of China's political development over the last XX years. It's becoming an insular society. In that process it also becomes ignorant of the outside world overconfident and prideful in other words increasingly like the US"  
[X Link](https://x.com/stevehou0/status/1980628710807216638) [@stevehou0](/creator/x/stevehou0) 2025-10-21T13:34Z 36.6K followers, 101.6K engagements


"So Soybeans + TikTok + Rare Earth in exchange for Lower tariffs + Tech Exports It seems"  
[X Link](https://x.com/stevehou0/status/1982465994065916298) [@stevehou0](/creator/x/stevehou0) 2025-10-26T15:15Z 36.6K followers, 21.1K engagements


"Its kinda insane to say this. But one of the most important edges the US has over China is that the US has Elon Musk. China doesnt have anyone even remotely like Elon. I think even the biggest China bulls will agree"  
[X Link](https://x.com/stevehou0/status/1982605658949345525) [@stevehou0](/creator/x/stevehou0) 2025-10-27T00:29Z 36.6K followers, 644.9K engagements


"China has EVs reusable rockets and humanoid robots or rather decided to invest heavily into them along a certain design trajectory bc Elon did it that way first. Tesla Shanghai is the genesis of Chinese EV industry. Elon didn't invent EV but he made EVs good cars sexy and desirable. He invented the EV industry"  
[X Link](https://x.com/stevehou0/status/1982651889884823924) [@stevehou0](/creator/x/stevehou0) 2025-10-27T03:33Z 36.6K followers, 11.2K engagements


"I wasnt expecting such a lopsided answer given what Im reading everyday about the Fed on my timeline"  
[X Link](https://x.com/stevehou0/status/1982878146132422812) [@stevehou0](/creator/x/stevehou0) 2025-10-27T18:32Z 36.6K followers, 7412 engagements


"No matter how much conviction you have in a thesis you should always have a stop loss just in case you are wrong or had poor timing"  
[X Link](https://x.com/stevehou0/status/1983017658430689652) [@stevehou0](/creator/x/stevehou0) 2025-10-28T03:47Z 36.6K followers, 11.4K engagements


"Cyclical growth factors beat secular inflationary drivers. Increasingly clear that the economy continues to slow job market to soften inflation to fall. No 2nd wave or re-acceleration. The Fed was/is right to cut. Bond yields rightly started falling before the Fed moved"  
[X Link](https://x.com/stevehou0/status/1983159089111994531) [@stevehou0](/creator/x/stevehou0) 2025-10-28T13:09Z 36.6K followers, 6132 engagements


"AI destroys human jobs Fintwit wants Amazon to do more on AI. So Amazon went ahead and implemented the consequences of AI"  
[X Link](https://x.com/stevehou0/status/1983186922781765645) [@stevehou0](/creator/x/stevehou0) 2025-10-28T14:59Z 36.6K followers, 4417 engagements


"Stock market is the economy now"  
[X Link](https://x.com/stevehou0/status/1983201712321282531) [@stevehou0](/creator/x/stevehou0) 2025-10-28T15:58Z 36.6K followers, 11K engagements


"@macrocephalopod @MattyLitt22"  
[X Link](https://x.com/stevehou0/status/1983227777240207711) [@stevehou0](/creator/x/stevehou0) 2025-10-28T17:42Z 36.6K followers, XXX engagements


"And memory is all you need"  
[X Link](https://x.com/stevehou0/status/1983246459018354834) [@stevehou0](/creator/x/stevehou0) 2025-10-28T18:56Z 36.6K followers, 8303 engagements


"Its also very useful for just general problem solving. How do I file an insurance claim How do I go about setting up a new boiler. What if I try something and I do get the results I want right away How would I have provided the feedback to the search engine previously with the full context"  
[X Link](https://x.com/stevehou0/status/1983253789504352754) [@stevehou0](/creator/x/stevehou0) 2025-10-28T19:25Z 36.6K followers, XX engagements


"@TexasOncologist @0xMerridew Yes bc it gives me a full readily usable answer right away. Even if its not completely right its more useful than being faced with the task of assembling an answer from google search results"  
[X Link](https://x.com/stevehou0/status/1983255591569993788) [@stevehou0](/creator/x/stevehou0) 2025-10-28T19:32Z 36.6K followers, XX engagements


"Did the market just react to Powell saying Dec cut isnt a foregone conclusion Why"  
[X Link](https://x.com/stevehou0/status/1983612757900718288) [@stevehou0](/creator/x/stevehou0) 2025-10-29T19:11Z 36.6K followers, 4864 engagements