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[@stevehou0](/creator/twitter/stevehou0)
"China doesnt dominate the mining of rare earth elements which are not really rare. China absolutely dominates the refining capacity of REE"  
[X Link](https://x.com/stevehou0/status/1976715639311016258) [@stevehou0](/creator/x/stevehou0) 2025-10-10T18:25Z 36.3K followers, 251K 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 36.3K followers, 131.8K engagements


"The CEO of IBM literally fed him the right answer"  
[X Link](https://x.com/stevehou0/status/1980966732463579487) [@stevehou0](/creator/x/stevehou0) 2025-10-22T11:57Z 36.3K followers, 2236 engagements


"@Trinhnomics How much of Vietnams sudden increase in trade with the US is attributable to transshipments from China"  
[X Link](https://x.com/stevehou0/status/1978379197115519049) [@stevehou0](/creator/x/stevehou0) 2025-10-15T08:35Z 36.3K followers, 36.8K engagements


"Alibaba is spending some $52B over X years to build out AI data centers in China. Given the differences in purchasing power and industrial supply chain whats that equivalent to in terms of a major US hyperscalers AI spending"  
[X Link](https://x.com/stevehou0/status/1978794723255988583) [@stevehou0](/creator/x/stevehou0) 2025-10-16T12:06Z 36.3K followers, 4677 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 36.3K followers, 7307 engagements


"Long bonds I guess"  
[X Link](https://x.com/stevehou0/status/1979376247026127275) [@stevehou0](/creator/x/stevehou0) 2025-10-18T02:37Z 36.3K followers, 18.2K 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 36.3K followers, 43.2K 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 36.3K followers, 51.1K engagements


"Excess capacity *is* the China model which is the ultimate quintessential abundance model. The whole thing works by creating a interregional tournament of GDP production often by doing the same thematic set of things at any given time pouring a ton of human and financial capital into it and before you know you have way too much of it"  
[X Link](https://x.com/stevehou0/status/1980614878671852019) [@stevehou0](/creator/x/stevehou0) 2025-10-21T12:39Z 36.3K followers, 38.1K engagements


"When I grew up China idolized the US and tried to emulate and copy the US in every way possible. I think its finally getting there. The US and China are in direct conflict bc the two countries have become too similar and increasingly want the same things"  
[X Link](https://x.com/stevehou0/status/1980633389792182476) [@stevehou0](/creator/x/stevehou0) 2025-10-21T13:52Z 36.3K followers, 86.8K engagements


"The correct answer was $50-100 billion over the next X years. Cmon"  
[X Link](https://x.com/stevehou0/status/1980799573045174331) [@stevehou0](/creator/x/stevehou0) 2025-10-22T00:53Z 36.3K followers, 28.4K 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 36.3K followers, 14.5K engagements


"CEO White House Visit XXX. How to answer President Trumps how much do you plan to invest question. Correct answer and incorrect answer from the same White House visit"  
[X Link](https://x.com/stevehou0/status/1980965615323230249) [@stevehou0](/creator/x/stevehou0) 2025-10-22T11:53Z 36.3K followers, 11.6K engagements


"This seems to have been right"  
[X Link](https://x.com/stevehou0/status/1981030289754513671) [@stevehou0](/creator/x/stevehou0) 2025-10-22T16:10Z 36.3K followers, 5650 engagements


"Driving without FSD after having driven and gotten used to FSD is the quickest way to convince oneself how Tesla has solved self-driving. I am deeply annoyed by having to navigate myself in a new city and pay attention to street signs. Ugh"  
[X Link](https://x.com/stevehou0/status/1981180252161454467) [@stevehou0](/creator/x/stevehou0) 2025-10-23T02:05Z 36.3K followers, 18.1K engagements


"Solid analysis. This type of thinking is why China is winning"  
[X Link](https://x.com/stevehou0/status/1981341991729590745) [@stevehou0](/creator/x/stevehou0) 2025-10-23T12:48Z 36.3K followers, 17.5K 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 36.3K followers, 56.2K engagements


"Everyone tends to assume that the U.S. and China are competing over AI because the technology directly benefits both economies. Im not convinced. I can see how AI could help the US by boosting productivity and offsetting labor shortages. But Ive never really believed that AI offers comparable benefits to Chinas economy which suffers from chronically weak aggregate demand and excess capacity in both supply and productivity. My intuition is that Chinas pursuit of AI has less to do with its economic fundamentals and more to do with geopolitical and technological signaling. In other words China"  
[X Link](https://x.com/stevehou0/status/1977115970700288114) [@stevehou0](/creator/x/stevehou0) 2025-10-11T20:55Z 36.2K followers, 60.9K engagements


"I can see a scenario in which Chinas export controls over rare earth doesnt look substantively different from the US export controls over advanced semiconductors and lithography machine value chains. The US created an entity list bc it doesnt want its advanced technologies be used by Chinese military. Fair enough. In practice thats been hard to enforce due to civilian-military dual use and loopholes. Part of the way to close off loopholes is to enforce against subsidiaries and related parties. The US requires export licenses in order to monitor and enforce these rules. China feels that it"  
[X Link](https://x.com/stevehou0/status/1977322187057934751) [@stevehou0](/creator/x/stevehou0) 2025-10-12T10:35Z 36.3K followers, 20K engagements


"Good thread "I think China's leverage here is over-rated. With a strong policy environment I expect that we will be able to fix the problem quicker than the Chinese think. And in the interim I think Beijing will find that their export controls while clearly harmful to the west will be less effective than they expect.""  
[X Link](https://x.com/stevehou0/status/1977430987358294356) [@stevehou0](/creator/x/stevehou0) 2025-10-12T17:47Z 36.2K followers, 25.6K engagements


"China and Trump both want to get to yes. China wont find a better US President to do business w/ in the foreseeable future. President Trump sees glory in a deal struck with China and wants to lock in the negotiated gains. Incentives are well aligned. A bit of theater is normal"  
[X Link](https://x.com/stevehou0/status/1977531997196337269) [@stevehou0](/creator/x/stevehou0) 2025-10-13T00:29Z 36.3K followers, 25.7K engagements


"TACO is a cute but fundamentally incorrect way to describe what Trump is doing. If we look at the end result: US negotiated tariff rates are much higher across the board than before he started. Hes just doing the typical negotiation thing by asking for XXX and settling at XX. Aka FAFO as Scott Bessent described"  
[X Link](https://x.com/stevehou0/status/1977672402638119290) [@stevehou0](/creator/x/stevehou0) 2025-10-13T09:46Z 36.3K followers, 71.3K engagements


"Tariffs are absolutely not without some pretty nasty trade offs. I think they are just a generally bad idea when applied indiscriminately and worse haphazardly. Tariffs are a form of tax. They create economic distortions encourage domestic inefficiencies and foster opportunities for lobbying and unfair treatments favoring the big and powerful companies over the small businesses"  
[X Link](https://x.com/stevehou0/status/1977721451391205502) [@stevehou0](/creator/x/stevehou0) 2025-10-13T13:01Z 36.3K followers, 8732 engagements


"@zephyr_z9 Bullish AI. This is insane quality"  
[X Link](https://x.com/stevehou0/status/1977790765175541886) [@stevehou0](/creator/x/stevehou0) 2025-10-13T17:37Z 36.3K followers, 2228 engagements


"Two possibilities: 1) China is overconfident is overplaying its hand despite having a weak hand overall and a weak economy; 2) the US is overconfident and underestimating/misunderstanding Chinas moves as desperate power moves to gain leverage rather long planned tit for tat that only activates upon perceived US provocations. Overall I find what the FT article portrays to be the US officials thinking to be quite comical. Chinas govt is much more top down and centralized. The idea that finance and commerce depts would fight and one would step in front of the other sounds much more like the US"  
[X Link](https://x.com/stevehou0/status/1978067854365708325) [@stevehou0](/creator/x/stevehou0) 2025-10-14T11:58Z 36.3K followers, 160.4K engagements


"I thought all along the Chinese economy was bad but bottomed and had begun inflecting higher. Isnt that the consensus based on even externally available public data Maybe the pace and certitude of inflection are in question but Chinas economy isnt in a depression and was never close to it. I just assumed the US officials were blustering as a form of negotiation. If they genuinely believed that Chinas economy was so bad that itd buckle under the pressure of US tariffs hence concede at the negotiation table that makes me worried about the competency of US policymakers and the risks of"  
[X Link](https://x.com/stevehou0/status/1978074967670452292) [@stevehou0](/creator/x/stevehou0) 2025-10-14T12:26Z 36.3K followers, 17.3K engagements


"China used the size of its market to bully smaller countries. Tbf China learned from the best . The key difference is unlike the US which has a large and rich consumer base willing to splurge on foreign goods Chinese consumers havent spent the same way. That being said ask the luxury French fashion brands German carmakers and Japanese and Korean cosmetics or ever the Swiss watch makers how they did in China. I think they all did pretty well. IP theft has also been absolutely a well documented real thing. Then again IP theft wasnt unique to China. China just did it at a massive unprecedented"  
[X Link](https://x.com/stevehou0/status/1978431009780613153) [@stevehou0](/creator/x/stevehou0) 2025-10-15T12:01Z 36.3K followers, XXX engagements


"WE ARE IN A TRADE WAR WITH CHINA"  
[X Link](https://x.com/stevehou0/status/1978565963818651896) [@stevehou0](/creator/x/stevehou0) 2025-10-15T20:57Z 36.3K followers, 15.3K engagements


"I dont like tariffs in general. But if imposing tariffs on China and India can effectively persuade the two countries to give up buying Russian oil as a result cut off funding of the war and expedite the end of the Ukraine conflict I think may be a good idea Am I wrong"  
[X Link](https://x.com/stevehou0/status/1978587122631119107) [@stevehou0](/creator/x/stevehou0) 2025-10-15T22:21Z 36.3K followers, 3780 engagements


"Fascinating piece. Alex has always been one of the sharpest thinkers. I agree with some of his points and disagree with some but in any case I highly recommend that you check it out"  
[X Link](https://x.com/stevehou0/status/1978779167274479784) [@stevehou0](/creator/x/stevehou0) 2025-10-16T11:04Z 36.2K followers, 78.6K engagements


"Great piece If you already dont like China and/or think China is about to collapse this article is going to confirm a lot of your priors and more. Itll also equip you with some great statistics for your next dinner party discussion or Twitter fight with anons about China"  
[X Link](https://x.com/stevehou0/status/1979169180151632300) [@stevehou0](/creator/x/stevehou0) 2025-10-17T12:54Z 36.3K followers, 55K engagements


"Investors are not looking for ladders that provide XX% or XX% annual returns. They want trampolines that either 3-5x in a short time or go to zero"  
[X Link](https://x.com/stevehou0/status/1979326711822192999) [@stevehou0](/creator/x/stevehou0) 2025-10-17T23:20Z 36.3K followers, 16.5K engagements


"@ShaneMa01033790 SV exists bc of state subsidies"  
[X Link](https://x.com/stevehou0/status/1979557052805689672) [@stevehou0](/creator/x/stevehou0) 2025-10-18T14:35Z 36.3K followers, XXX engagements


"@TexasOncologist"  
[X Link](https://x.com/stevehou0/status/1979563095182991834) [@stevehou0](/creator/x/stevehou0) 2025-10-18T14:59Z 36.3K followers, XXX engagements


"@ModeledBehavior All sorts of free snacks drinks while you wait. A basket for your clothes and bags to avoid being stank by the smell of the food. Little things. Thoughtful touches. Just really attentive service staff"  
[X Link](https://x.com/stevehou0/status/1979704922288644133) [@stevehou0](/creator/x/stevehou0) 2025-10-19T00:23Z 36.3K followers, XXX engagements


"@maitian99 I don't flip-flop. I don't have consistent ideological views"  
[X Link](https://x.com/stevehou0/status/1979968063773581341) [@stevehou0](/creator/x/stevehou0) 2025-10-19T17:49Z 36.2K followers, XXX 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 36.2K followers, 5433 engagements


"😂 This seems to reject the prior hypothesis that Grok was outperforming due to access to X posts. Also not sure what time zone this is run but this is an extremely very short time and the divergence seems to have started yesterday afternoon. So could be pure luck (went long risk/crypto just as China trade risk ebbed) or perhaps DS/Grok respectively had access to the right read from social media posts. In any event I think live trading is one great interesting way to assess the intelligence of the these models"  
[X Link](https://x.com/stevehou0/status/1980220972763427191) [@stevehou0](/creator/x/stevehou0) 2025-10-20T10:34Z 36.3K followers, 9328 engagements


"@k312inside Hes not demoted. He was promoted. Just now formalized. No idea what the motivation is here if any. Could be coincidental. Doubt it though"  
[X Link](https://x.com/stevehou0/status/1980244840479944924) [@stevehou0](/creator/x/stevehou0) 2025-10-20T12:08Z 36.2K followers, XXX engagements


"Curious what others think about this question. I think the GS accounting of AI's GDP impact is correct in of itself but also incomplete imo"  
[X Link](https://x.com/stevehou0/status/1980254082099982707) [@stevehou0](/creator/x/stevehou0) 2025-10-20T12:45Z 36.2K followers, 3116 engagements


"Randomly stumbled upon "Shan Weijian" who is apparently a big name in Asian private equity I had frankly never heard of him but his career trajectory might as well be a mini economic history of US-China relations over the last XX years. The deep ties btwn US mainstream political/technocratic elites and Chinese educated liberal economic elites that led to so much of the economic history we come to know today"  
[X Link](https://x.com/stevehou0/status/1980255881808822552) [@stevehou0](/creator/x/stevehou0) 2025-10-20T12:52Z 36.3K followers, 5522 engagements


"And Kyle Bass failed again"  
[X Link](https://x.com/stevehou0/status/1980261996579729426) [@stevehou0](/creator/x/stevehou0) 2025-10-20T13:17Z 36.3K followers, 18.8K engagements


"Investors who cannot separate their political bias from their investing are doomed to lose money"  
[X Link](https://x.com/stevehou0/status/1980263434315874403) [@stevehou0](/creator/x/stevehou0) 2025-10-20T13:22Z 36.3K followers, 12.2K engagements


"I love it when I find myself independently agreeing with the consensus and deeply worry whenever I find myself holding a contrarian view"  
[X Link](https://x.com/stevehou0/status/1980272038129578124) [@stevehou0](/creator/x/stevehou0) 2025-10-20T13:57Z 36.3K followers, 4137 engagements


"Strictly my personal opinion: communism and socialism are bad. They are particularly bad in the US which doesn't have a history of practicing socialism well. They distort incentives and create huge inefficiencies. I think Mamdani's policy ideas are bad. NYC deserves better"  
[X Link](https://x.com/stevehou0/status/1980273485046813067) [@stevehou0](/creator/x/stevehou0) 2025-10-20T14:02Z 36.3K followers, 3053 engagements


"Everything Amazon is down this morning except the stock. The stock is up"  
[X Link](https://x.com/stevehou0/status/1980289998441312584) [@stevehou0](/creator/x/stevehou0) 2025-10-20T15:08Z 36.3K followers, 9200 engagements


"@denisewu Hows that going well from Chinas perspective though"  
[X Link](https://x.com/stevehou0/status/1980290121338642536) [@stevehou0](/creator/x/stevehou0) 2025-10-20T15:08Z 36.2K followers, XXX engagements


"Def agree on Siri. But I still think it's much easier for Apple to adopt an AI model and ship an LLM-based new Siri than for OAI to recreate a new fully integrated iPhone-Laptop/Tablet-Wearables ecosystem with all the hardware manufacturing know-how accumulated over the decades. h/t: @sundeep"  
[X Link](https://x.com/stevehou0/status/1980317945243771094) [@stevehou0](/creator/x/stevehou0) 2025-10-20T16:59Z 36.3K followers, 4263 engagements


"@VKMacro The US is lightly taxed"  
[X Link](https://x.com/stevehou0/status/1980541424274989315) [@stevehou0](/creator/x/stevehou0) 2025-10-21T07:47Z 36.3K followers, XXX engagements


"@zephyr_z9 Is Baidu the Google of China for AI"  
[X Link](https://x.com/stevehou0/status/1980556618778701919) [@stevehou0](/creator/x/stevehou0) 2025-10-21T08:47Z 36.3K followers, XXX engagements


"@balajeevamanan I mean take a look at Russell 2000. Heck take a look at all the EV makers in the US Uber/Lyft until a couple years ago OpenAI/all the AI labs"  
[X Link](https://x.com/stevehou0/status/1980618747976249588) [@stevehou0](/creator/x/stevehou0) 2025-10-21T12:54Z 36.3K followers, XXX engagements


"@gdp1985 Stock only merger"  
[X Link](https://x.com/stevehou0/status/1980637230516564166) [@stevehou0](/creator/x/stevehou0) 2025-10-21T14:08Z 36.3K followers, 2879 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 36.3K followers, 2383 engagements


"How do I politely tell the lady sitting next to me that her feet stink and that she should put her shoes back on"  
[X Link](https://x.com/stevehou0/status/1980656383789002972) [@stevehou0](/creator/x/stevehou0) 2025-10-21T15:24Z 36.3K followers, 3134 engagements


"@reidatcheson I mean how long were UBER/LYFT unprofitable Irrational things can go on for a long time if your mental model is Amazon (if I survive I own the market)"  
[X Link](https://x.com/stevehou0/status/1980658287063494894) [@stevehou0](/creator/x/stevehou0) 2025-10-21T15:31Z 36.3K followers, XXX engagements


"@andrewrwyatt @AssidiousMacro Yeah"  
[X Link](https://x.com/stevehou0/status/1980668237873545621) [@stevehou0](/creator/x/stevehou0) 2025-10-21T16:11Z 36.3K followers, XX engagements


"@0xMerridew Xiaomi XX pro"  
[X Link](https://x.com/stevehou0/status/1980711419592229022) [@stevehou0](/creator/x/stevehou0) 2025-10-21T19:02Z 36.3K followers, XXX engagements


"@politicocobain San Diego"  
[X Link](https://x.com/stevehou0/status/1980769174977941960) [@stevehou0](/creator/x/stevehou0) 2025-10-21T22:52Z 36.3K followers, XX engagements


"No Im pretty sure 17/pro/pro max are all selling extremely well. The iPhone air is an interesting curiosity. Its cute but not a good product. Sure its 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 just seems like a prototype product Apple made to anticipate the foldable iPhone next year. Consumers are quite rational. I was even tempted to buy an air at one point but glad I stuck with the pro. I think the US market will show the same thing"  
[X Link](https://x.com/stevehou0/status/1980956941661901121) [@stevehou0](/creator/x/stevehou0) 2025-10-22T11:18Z 36.3K followers, XXX engagements


"@DoggyDog1208 @tutperson12 @DavidDaokuiLi By "the world's most expensive/cheapest economy" you mean the stock market"  
[X Link](https://x.com/stevehou0/status/1980988838047822288) [@stevehou0](/creator/x/stevehou0) 2025-10-22T13:25Z 36.3K followers, XXX 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 36.3K followers, 656.3K engagements


"As far as I can tell here is what happened. some of conversation I imagined The US Commerce Dept widened export controls of its technologies to a wider set of Chinese companies (all the subsidiaries of sanctioned Chinese cos with 50%+ interests) and started charging Chinese ships higher port fees. China said bro thats a dick move We agreed in Madrid back in June no more dick moves while we still talking You just totally made a new dick move The US Commerce Dept said 🖕. Chinas Ministry of Commerce (MOFCOM) then widened export controls of rare earth export and mining/refining technologies and"  
[X Link](https://x.com/stevehou0/status/1977007643823612151) [@stevehou0](/creator/x/stevehou0) 2025-10-11T13:45Z 36.3K followers, 248.2K 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 36.3K followers, 22.8K 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 36.3K followers, 9243 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 36.3K followers, 150.6K 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 36.3K followers, 95.6K engagements


"@ScottSpacek If I agreed with every word he said Id have stopped at well said. I stand by what I wrote"  
[X Link](https://x.com/stevehou0/status/1979765214397747215) [@stevehou0](/creator/x/stevehou0) 2025-10-19T04:23Z 36.3K followers, 1845 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 36.3K followers, 98K engagements


"@beefcubee The US has censorship and self-censorship just you may not notice it"  
[X Link](https://x.com/stevehou0/status/1980638579622809773) [@stevehou0](/creator/x/stevehou0) 2025-10-21T14:13Z 36.3K followers, 1920 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 36.3K followers, 40K engagements


"Oof it doesnt get more indicting than that.😅"  
[X Link](https://x.com/stevehou0/status/1980963750489587850) [@stevehou0](/creator/x/stevehou0) 2025-10-22T11:45Z 36.3K followers, 24.4K engagements


"@donnelly_brent So AOC drops out Newsom is president"  
[X Link](https://x.com/stevehou0/status/1981336866612998253) [@stevehou0](/creator/x/stevehou0) 2025-10-23T12:28Z 36.3K followers, XXX engagements


"Elon said on the earnings call that he poured his heart into the design of Tesla AI5 chip that they are Tesla AI chips in parallel with NVidia GPUs at xAI. I say give him the crazy comp package and see what he comes up with. The whole stock/company is just vibes on Elon anyway"  
[X Link](https://x.com/stevehou0/status/1981358193126302049) [@stevehou0](/creator/x/stevehou0) 2025-10-23T13:52Z 36.3K followers, 2714 engagements


"Finance was mentioned zero times in Chinas CCP 4th plenum agenda setting meeting. What are they going to do without the finance bros Finance bros are half the reason America became the greatest country in the world. The other half being tech bros ofc. China is NGMI"  
[X Link](https://x.com/stevehou0/status/1981365588124717189) [@stevehou0](/creator/x/stevehou0) 2025-10-23T14:22Z 36.3K followers, 10K engagements