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[@RYANHINGSHING](/creator/twitter/RYANHINGSHING)
"China Bay Area semi exhibition 15-17th Oct. Exhibitors include ASMLAMATLam ResearchTELKLADISCOMerckNikonKESCREEN See you at the exhibition🫡"  
[X Link](https://x.com/RYANHINGSHING/status/1977400557867241688) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-12T15:46Z 1714 followers, 6958 engagements


"Bloomberg: TSMC-manufactured logic dies and Samsung/SK Hynix-manufactured HBM dies were found in X different samples of Ascend 910C🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1974061557660463121) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-03T10:38Z 1714 followers, 10K engagements


"@folduniverse I could buy instead🤣 I hope that they are not doing fraud🤣"  
[X Link](https://x.com/RYANHINGSHING/status/1977008013979664764) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-11T13:46Z 1714 followers, XX engagements


"Wingtech Technology's XXXX Billion Yuan revenue Semiconductor Assets( Nexperia ) Frozen by the Dutch Government"  
[X Link](https://x.com/RYANHINGSHING/status/1977289217462919234) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-12T08:24Z 1714 followers, 51K engagements


"One of the most important aspects of the CCPs fourth plenum: - 5-year development plan amidst US-Chinas tension - what is their relationship with USA and other countries - how do they deal with USA and Trump - will impact the outcome of trade war"  
[X Link](https://x.com/RYANHINGSHING/status/1979412153309208953) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-18T05:00Z 1714 followers, XXX engagements


"hmm.🤔 Obviously Goldman Sachs becomes the top Hong Kong equity underwriter🤔 @folduniverse"  
[X Link](https://x.com/RYANHINGSHING/status/1979428381046300721) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-18T06:04Z 1714 followers, 1092 engagements


"On 17/10/2025 Morgan Staney: Do not buy the dip🤔 On 2/10/2025 Morgan Staney's Laura Wang: We are still relatively optimistic about China equity🤔 On 30/9/2025 MS: not be sustainable. China should be 11x fwd (vs 13x today)🤔 On 9/8/2025 MS: cautious on China equity market🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1979802510236991791) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-19T06:51Z 1714 followers, XXX engagements


"Morgan Stanley's China meeting on SMIC: MS has insisted three times that SMIC's yield is bottlenecked by the shortage of KLA's metrology and inspection equipment for China's advanced process technologies and didn't mention "HBM". MS should start a fight with SemiAnalysis😎"  
[X Link](https://x.com/RYANHINGSHING/status/1980237780241522884) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-20T11:40Z 1714 followers, 13.7K engagements


"Shenzhen semiconductor equipment company SiCarrier currently has an order backlog exceeding XX billion RMB. Its clients include fabs such as PXW semi SMIC Hua Hong Group and YMTC🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1963825559156195713) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-09-05T04:44Z 1671 followers, 12.4K engagements


"There is a rumour that Alibaba and Hygon will establish a 50/50 joint venture to build a large cluster of 110000 GPU. I dont think its credible as Alibaba is adopting a diversified 'one cloud multiple chip' strategy🤔 We will know the answer in X days🤔 $BABA"  
[X Link](https://x.com/RYANHINGSHING/status/1970146012137468346) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-09-22T15:19Z 1672 followers, 5688 engagements


"Chinas Caixin has revealed the US-TikTok deal ByteDance Tiktok: XXX% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & XXXX% ByteDance. Therefore US investors are operators not owners"  
[X Link](https://x.com/RYANHINGSHING/status/1971583886208766319) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-09-26T14:33Z 1669 followers, 245.8K engagements


"Whats happening to Huahong Semi P/B 2.85x PE TTM 570x Time to short🤔🤔🤔🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1972871962692350004) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-09-30T03:51Z 1672 followers, 2498 engagements


"@pandawatch88 sanction on $BABA - X. not able to buy NVDA chips X. clouds and other international businesses are affected - positive for $PDD $TCEHY $TCOM 🤣"  
[X Link](https://x.com/RYANHINGSHING/status/1973016551474549055) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-09-30T13:26Z 1672 followers, XXX engagements


"Morgan Stanley: American Electric Power $AEP PPL Corporation $PPL JPM: $PPL GS: Quanta Services $PWR FirstEnergy $FE 🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1975434616665522663) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-07T05:34Z 1672 followers, 2060 engagements


"Beneficiary of power grid upgrade: $AEP $PPL $FE: regulated utilities offer defensive long-term rate-base growth $PWR: Engineering Procurement and Construction (EPC) benefit most from the acceleration of the physical construction of the grid upgrades Any other stocks🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1975437909177368918) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-07T05:47Z 1703 followers, 1070 engagements


"During the Golden Week holiday China's average daily spending per tourist fell XX% year-on-year to XXXXX yuan. Everyone wants to travel but not spend money🤔 $TCOM"  
[X Link](https://x.com/RYANHINGSHING/status/1976256407927484583) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-09T12:00Z 1689 followers, 12.7K engagements


"I was expecting Tongcheng outperforming $TCOM as people are taking Low-cost trip but I was wrong🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1976266603290345798) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-09T12:40Z 1698 followers, 1187 engagements


"Everbright Securities Internationals recommended AI application stocks: Advertising and Precision Marketing: $APP $CRM $HUBS AI + E-commerce: $SHOP AI + Multimedia: $FIG $RDDT HK: Kuaishou Meitu Kingdee Marketingforce 4Paradigm. Seems that HUBS is really cheap🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1976339032398496194) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-09T17:28Z 1689 followers, XXX engagements


"Goldman Sachs conviction list $ABT $APD $HSY $MSGE Goldman Sachs believes that Abbott is at an inflection point driven by its product pipeline. revenue +8% EPS +10%. $MCD McDonald is also on the list🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1976348839813796325) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-09T18:07Z 1671 followers, XXX engagements


"The State Administration for Market Regulation has decided to initiate an investigation into Qualcomm for suspected violations of antitrust laws. 🤣🤣 $QCOM"  
[X Link](https://x.com/RYANHINGSHING/status/1976574253106667693) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-10T09:03Z 1694 followers, 23.6K engagements


"$BILI Goldmen Sachs: The market underestimated the Chinese video platform's operating leverage. Advertisement revenue is growing quickly. AI is improving the user experience. Raise TP to $XX. Seems cheap🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1976694552078774562) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-10T17:01Z 1692 followers, XXX engagements


"HSBC proposed privatizing Hang Seng Bank. The transaction was valued at HK$290.74 billion. The privaization is actually a vote of confidence in HK as an international financial center as hundreds of billions of dollars is a significant investment. But he could be wrong🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1976907477322264602) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-11T07:07Z 1672 followers, XXX engagements


"@folduniverse $BILI and Xigua(owned by Bytedance)"  
[X Link](https://x.com/RYANHINGSHING/status/1977006191755829569) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-11T13:39Z 1670 followers, XX engagements


"Chinas Ministry of Commerce started issuing documents using WPS instead of Microsoft Word🤣 On October 9th the Ministry of Commerce issued Announcement No. XX of 2025 implementing export controls on certain overseas rare earth-related items containing Chinese components"  
[X Link](https://x.com/RYANHINGSHING/status/1977259104378012160) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-12T06:24Z 1689 followers, 17.9K engagements


"@Jukanlosreve @grok Kingsoft"  
[X Link](https://x.com/RYANHINGSHING/status/1977259517596590417) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-12T06:26Z 1672 followers, XXX engagements


"OpenAI developed some insights about how a chip should look like to satisfy its model-specific requirements no intention to enter the EDA territory as the technological barrier of entering EDA is sky-high. In contrast openAI will use EDA and a lot of IPs from $SNPS and $CNDS"  
[X Link](https://x.com/RYANHINGSHING/status/1977948582935220369) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-14T04:04Z 1670 followers, 1527 engagements


"DCU major customers are Baidu Alibaba and Tencent Finance telecommunications and energy companies are purchasing lots of CPU and DPU recently. Notably China Industrial and Commercial Bank is purchasing its servers for RMB 3B in 2025🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1978437175659139573) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-15T12:25Z 1672 followers, 1449 engagements


"Now Oracle's Magouyrk has stated explicitly that negative gross margin only occurs in the ramp-up period where costs(like depreciation) are incurred early in the contract term before full revenue realization. Misinformation please learn basic accounting🤣 @theinformation"  
[X Link](https://x.com/RYANHINGSHING/status/1979095937680314627) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-17T08:03Z 1667 followers, 3511 engagements


"Cambricon released Q3 report for 2025 Q3 revenue: RMB 1.727B yuan up 1332.52% YoY net profit: RMB 567M Cambricon growth dropped QoQ🤨 Q2 revenue: 1.769B"  
[X Link](https://x.com/RYANHINGSHING/status/1979151725073199550) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-17T11:45Z 1702 followers, 1589 engagements


"@OmerCheeema A subtle addition: AMD owns a Joint venture of AMD and Hygon. AMD licensed Zen X to it. Later Hygon copied and modified it to create Dhyana and C86🤣"  
[X Link](https://x.com/RYANHINGSHING/status/1979235633471148077) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-17T17:18Z 1668 followers, XX engagements


"@hedgedworld Why do you expect Gemini XXX release date is Dec 2025 but not Nov 2025🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1979805882335813956) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-19T07:04Z 1702 followers, XXX engagements


"Try to explain $GDS thesis 1) A stable operating data center C-REIT who has received $BABA long-term contract worth 16.9xEV/EBITDA. China Investors are satisfied with XXX% cap rate/dividend rate vs XXX% bond yield"  
[X Link](https://x.com/RYANHINGSHING/status/1971963939480391757) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-09-27T15:43Z 1703 followers, 2013 engagements


"$ASML $TSMC and lots of financials next week🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1976857150086693363) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-11T03:47Z 1706 followers, 1162 engagements


"At the same time China's SAMR just introduced the Qualcomm's illegal Autotalks acquisition. $QCOM admitted that the acquisition occurred without declaration or communication with the regulator after a complaint was filed and verified. Escalation😎"  
[X Link](https://x.com/RYANHINGSHING/status/1977292950678766005) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-12T08:39Z 1705 followers, 9794 engagements


"US economy faces private credit risk🤔 JP Morgan warns that private credit's low default rates may mask underlying stress as flexibility is extended to struggling borrowers which could be a precursor to wider trouble for already risky companies if the economy worsens"  
[X Link](https://x.com/RYANHINGSHING/status/1976967716948132202) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-11T11:06Z 1711 followers, XXX engagements


"Morgan Stanley: OpenAI's Sora Poses Potential Disruption Risk to the Industry -faces significant challenges in disrupting giants like Google $GOOGL and Meta $META -it may pose a more direct risk to smaller players such as $SNAP $PINS and $RDDT This is obvious🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1977073596104343946) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-11T18:07Z 1713 followers, 9407 engagements


"Expecting Gemini XXX release date is around Dec 2025😎 $GOOGL"  
[X Link](https://x.com/RYANHINGSHING/status/1979809150638141581) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-19T07:17Z 1714 followers, 1232 engagements


"Chinas Peoples Daily: the US NSA cyberattacked Chinas National Time Service Center starting in 2022 using foreign phone vulnerabilities to steal data and later XX specialized weapons to penetrate the high-precision timing system. China targets $AAPL $QCOM $GOOG 🤔"  
[X Link](https://x.com/RYANHINGSHING/status/1980246879808950477) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-20T12:17Z 1714 followers, 1067 engagements


"HK crypto and stablecoin market is fucked😎 Chinese tech giants pause Stablecoin plans because the issuance of privately run stablecoins was also seen as a challenge to the PBoCs digital currency project the e-CNY"  
[X Link](https://x.com/RYANHINGSHING/status/1979858510855991320) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-19T10:33Z 1714 followers, 2899 engagements


"I think most sell-side analysts will be killed in the next X years🤔 I personally think that reading Xs posts and using deep research is more useful than most sell-side analysts advice🤔 Some people argue LLM hallucinates but sell-side analysts hallucinate more🫢"  
[X Link](https://x.com/RYANHINGSHING/status/1980292298719272988) [@RYANHINGSHING](/creator/x/RYANHINGSHING) 2025-10-20T15:17Z 1714 followers, 11K engagements