[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@DavidLe76335983](/creator/twitter/DavidLe76335983)
"BREAKING: MOFCOM spokesperson addressing Rare Earth export control and US tariff (details below) X. Export control is not export ban civilian use and compliant export applications can be approved. China is exerting control for national security and safeguard world peace X. China has XXX items on its export control list. US has 3000 items on its list. US also has a long history of using minimum content rule for export control as low as X% (China set at 0.1%) X. In just XX days after Madrid US introduced a new series of restrictions and export control on Chinese companies. Implementing 301"  
[X Link](https://x.com/DavidLe76335983/status/1977209489834013055) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-12T03:07Z 19.2K followers, 81.8K engagements


"MOFCOM spokesman on China retaliatory countermeasures on US XXX investigation penalties on Chinas maritime logistics shipbuilding In order to further safeguard the interests of China's relevant industries the relevant Chinese departments have included some enterprises that assist and support the relevant investigation activities of the United States in the counter-control list in accordance with the National Security Law of the People's Republic of China the Anti-Foreign Sanctions Law of the People's Republic of China the Regulations of the People's Republic of China on International Maritime"  
[X Link](https://x.com/DavidLe76335983/status/1978040059438719297) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-14T10:07Z 19.2K followers, 2567 engagements


"Shenzhen Shuibei #Gold Market on 10/18 3:18 pm The place is packed with people #Gold RMB 988/g #Silver RMB 15.5/g (jewelry price by weight inclusive of craftsmanship cost)"  
[X Link](https://x.com/DavidLe76335983/status/1979510577035624826) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T11:31Z 19.2K followers, 31.5K engagements


"What happened to #Gold at 1:59 pm today"  
[X Link](https://x.com/DavidLe76335983/status/1953879964794695875) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-08-08T18:04Z 19.1K followers, 80K engagements


"Shenzhen Shuibei #Gold Market on Saturday 8/23 3:40 pm Gold at RMB 785/g Platinum RMB 331/g Silver RMB 11/g Trump and experts told you Chinas economy has collapsed Apparently people have nothing to do now but to buy gold Or they are just there for air conditioning 😁"  
[X Link](https://x.com/DavidLe76335983/status/1959258284885708804) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-08-23T14:15Z 19.2K followers, 17.9K engagements


"Chinas US$21 billion in gold ETFs shines amid metals continued rise Banks including Julius Baer JPMorgan Private Bank and Lombard Odier see no end to golds record-setting run as demand remains robust"  
[X Link](https://x.com/DavidLe76335983/status/1973906957749940689) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-03T00:24Z 19.2K followers, 5372 engagements


"Media wants to spin this as China Sabre rattling before potential Trump Xi meeting in Korea I see China has fundamentally changed its way of dealing with US which is incapable of abiding by any agreement no matter who is in the WH Since Trump election China is no longer appeasing US Military - rollout of multiple 6th gen planes 9/3 parade to showcase its conventional and nuclear arsenal Trade - fight tariff with tariff stop buying energy & agricultural products from US forcing Trump to 🌮 Export control - US wants to block China from GPU chips and equipment China is now blocking US from rare"  
[X Link](https://x.com/DavidLe76335983/status/1976438666886041846) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-10T00:04Z 19.2K followers, 8015 engagements


"China is busy with US companies only X days after National Holiday X. Rare earth export control X. Customs crackdown on illegal Nvidia chip smuggling X. Retaliatory charges on US owned/built ships at China ports X. Qualcomm antitrust probe"  
[X Link](https://x.com/DavidLe76335983/status/1976598747045097919) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-10T10:40Z 19.2K followers, 5419 engagements


"DXY tanking because of this post Market is worrying 4/2025 is coming back 😱"  
[X Link](https://x.com/DavidLe76335983/status/1976669364012327146) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-10T15:21Z 19.2K followers, 3817 engagements


"So it was the China hawk in Commerce Department who want to force a decoupling with China planned this US makes a move and know China would counter it Then Trump and Lutnick got blindsided and intuitively escalated Sounds logical knowing the personality of both Well executed plan"  
[X Link](https://x.com/DavidLe76335983/status/1976840426423566564) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-11T02:41Z 19.1K followers, 4352 engagements


"@chuckneely14 So you are saying US never controlled who get access to dual use products to prevent them from being used with hostile intent that threatens US national security and foreign interest H100 can be sold in China ASML EUV machine can be sold in China"  
[X Link](https://x.com/DavidLe76335983/status/1976845341288022171) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-11T03:00Z 19.2K followers, XXX engagements


"I have numerous people claiming US can easily replace China and be self sufficient on rare earth. Below is @grok assessment"  
[X Link](https://x.com/DavidLe76335983/status/1977523058572231149) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-12T23:53Z 19.1K followers, 3453 engagements


"US says China is an authoritarian govt and Xi is a dictator Yet Xi did not know the rare earth announcement and it was due to some hardliners taking a provocative stance 🤣 This makes no sense unless this is projection like many other accusations by US Reality is Trump was clueless of the BIS new restrictions on China released right before shutdown and Lutnick and Bessent disagree on the stance on China"  
[X Link](https://x.com/DavidLe76335983/status/1978046472139501842) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-14T10:33Z 19.1K followers, 10.4K engagements


"Line around ABC down under Are they in line for #GOLD #Silver or a Vegemite sandwich 🥪 #Unobtainium is spreading around the world"  
[X Link](https://x.com/DavidLe76335983/status/1978053071792910670) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-14T10:59Z 19.2K followers, 3803 engagements


"USS Truman had the collision on 2/12/2025 US Navy could not get it to dock for repair Trump went on Truman on 10/5/2025 to showcase US Naval power In order to cover up a Navy flag was used to cover the big hole Pete Hegseth should be fired for such disgrace but he will likely hunt down the junior seaman that sent this photo to the press"  
[X Link](https://x.com/DavidLe76335983/status/1978102776790970656) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-14T14:17Z 19.1K followers, 2627 engagements


"Have not seen #Gold #Silver pricing poster at Costco store for a few weeks Costco website now shows $4089.99 for X oz of gold"  
[X Link](https://x.com/DavidLe76335983/status/1978105811999097145) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-14T14:29Z 19.1K followers, 11.3K engagements


"@DarioCpx This store always has a line of people waiting just like Prada"  
[X Link](https://x.com/DavidLe76335983/status/1978452848133251187) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-15T13:28Z 19.1K followers, 8382 engagements


"What cooking oil is imported from China Majority of the volume is not edible (virgin) cooking oil but used cooking oil (UCO) that will be refined as biofuels like biodiesel renewable diesel and sustainable aviation fuel (SAF) not for direct consumption. UCO import from China was only about $1.1B in 2024 and has been declining in 2025 due to tariff and tax changes While UCO-derived biodiesel is used across U.S. sectors (e.g. transportation and aviation) agriculture relies heavily on diesel for tractors harvesters and irrigationoften blended with biodiesel to meet Renewable Fuel Standard (RFS)"  
[X Link](https://x.com/DavidLe76335983/status/1978509019825185074) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-15T17:11Z 19.2K followers, 5310 engagements


"@jeffreyaddingt3 Like media like to say But at what cost"  
[X Link](https://x.com/DavidLe76335983/status/1978518625758634035) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-15T17:49Z 19.1K followers, 2381 engagements


"As I said before Bessent was projecting when he said there is conflict between Chinese Ministry of Commerce (MOFCOM) and Ministry of Finance as he probably has conflicts with Lutnick. More indication that this maybe the case. Lutnick completely xxxx up the negotiation with China forcing China to throw in Rare Earth card and now there is no end in sight"  
[X Link](https://x.com/DavidLe76335983/status/1978618173776642497) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T00:25Z 19.1K followers, 17K engagements


"Have to admit Japanese #Silver has some interesting design Unfortunately they are all sold out #silversqueeze"  
[X Link](https://x.com/DavidLe76335983/status/1978621919243936181) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T00:40Z 19.1K followers, 28.2K engagements


"Any country can reprice gold higher in their currency. It is called devaluation of the currency. US can reprice to $10000/oz if other countries do not follow with their currency devaluation their currency appreciates against USD making their export less competitive but their citizens wealth will be higher. So US will no longer be the wealthiest nation this is what they called wealth transfer"  
[X Link](https://x.com/DavidLe76335983/status/1978695964543054009) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T05:34Z 19.2K followers, 2540 engagements


"@KingKong9888 Revaluation of gold alone would not work. US is too deep into debt. Hyperinflation is needed to get a fresh start USD need to depreciate just to survive"  
[X Link](https://x.com/DavidLe76335983/status/1978702086033363439) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T05:58Z 19.2K followers, 1532 engagements


"China has dedollarized in trade now they are doing it in savings. End result is the need for USD and UST will decline in China Chinese asset management CEO telling investors to diversify from USD assets to non-USD assets"  
[X Link](https://x.com/DavidLe76335983/status/1978769999788404855) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T10:28Z 19.1K followers, 6234 engagements


"#Silver ATH broke through $XX XX hours from $XX to $XX XX hours from $XX to $54"  
[X Link](https://x.com/DavidLe76335983/status/1978860458778960129) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T16:27Z 19.2K followers, 2951 engagements


"From sending Tomahawk to attack Russia couple days ago to Putin and I will meet in Budapest soon Trump is having so many head fake that no one knows what he is planning to do maybe he does not either"  
[X Link](https://x.com/DavidLe76335983/status/1978874825239335139) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T17:24Z 19.1K followers, 8120 engagements


"I predicted back in June that $XXX move a day for #Gold will be common. We are seeing that now"  
[X Link](https://x.com/DavidLe76335983/status/1978922200372593051) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T20:33Z 19.1K followers, 20.6K engagements


"As expected Modi not buying Russian oil is another agreement Trump secured that the other side is completely unaware Randhir Jaiswal spokesperson for Indias Ministry of Foreign Affairs told reporters during a weekly media briefing Thursday that he was unaware of a conversation between Trump and Modi the previous day. He also said in a statement that discussions are ongoing about deepening energy cooperation with the United States but did not confirm Trumps assertion that India is ending its purchases of Russian oil"  
[X Link](https://x.com/DavidLe76335983/status/1978971201130078214) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T23:47Z 19.1K followers, 5921 engagements


"After SGE issuing a warning on market risk control on 10/16 SHFE raised margin requirements for #Gold #Silver starting 10/21"  
[X Link](https://x.com/DavidLe76335983/status/1979107013012476038) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-17T08:47Z 19.1K followers, 4041 engagements


"Trump says XXX% tariffs on China not sustainable still plans to meet Xi Trump knows it Xi knows it everybody knows it But he still uses that as a threat"  
[X Link](https://x.com/DavidLe76335983/status/1979189747294556324) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-17T14:16Z 19.1K followers, 3229 engagements


"@Aethelleas @DarioCpx Lau Pu is not another gold jewelry store. It charges high premiums for its design and craftsmanship. People line up because of their high quality and using traiditional craftsmanship to make their products. It is more like Lalique in crystal"  
[X Link](https://x.com/DavidLe76335983/status/1979317270527516762) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-17T22:43Z 19.2K followers, XX engagements


"@Aethelleas @DarioCpx No this is Hermes of gold jewelry If they buy gold they go to Chow Tai Fook (crowded in Hong Kong during golden week) for jewelry and Shuibei market in Shenzhen (packed during golden week and every weekend) for jewelry and bullion"  
[X Link](https://x.com/DavidLe76335983/status/1979321625662361836) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-17T23:00Z 19.1K followers, XX engagements


"@XYzZqsB48uMqNOl If Toshiba said no back then they may still be a leader in the world"  
[X Link](https://x.com/DavidLe76335983/status/1979343404158062670) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T00:26Z 19.1K followers, XXX engagements


"@XYzZqsB48uMqNOl My first job was with a Japanese company. Saw a lot of ups and downs with Japanese companies over last X decades"  
[X Link](https://x.com/DavidLe76335983/status/1979347651364819249) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T00:43Z 19.1K followers, XX engagements


"@8jxbrnm7mj @XYzZqsB48uMqNOl I think submarine was just the cover US wanted to kill Toshiba"  
[X Link](https://x.com/DavidLe76335983/status/1979366904482742295) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T02:00Z 19.1K followers, XX engagements


"@ErinEducational @rami_hashimi This is a crypto bro he thinks all mines are like crypto mines😁"  
[X Link](https://x.com/DavidLe76335983/status/1979513832516014534) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T11:44Z 19.2K followers, XX engagements


"@kiwibanana00 @Unilever Shell and Philips"  
[X Link](https://x.com/DavidLe76335983/status/1979515841960878341) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T11:52Z 19.2K followers, 4334 engagements


"@loekalization @IMWT8 Just a rumor Dutch chipmaker Nexperia said to halt salaries and system access for Chinese employees"  
[X Link](https://x.com/DavidLe76335983/status/1979517275565949063) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T11:57Z 19.2K followers, XXX engagements


"@loekalization @IMWT8 😆 Everything China does is to stir up nationalism 🫢 Pretty clear to everyone what was done and now the Dutch govt got caught and claimed as victim Good luck playing that"  
[X Link](https://x.com/DavidLe76335983/status/1979540826179973185) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T13:31Z 19.2K followers, XX engagements


"DUV also has a lot of US origin parts 😁 The laser that powers ASML's DUV systems was developed in San Diego California. ASML acquired U.S.-based company Cymer in 2013 to secure its advanced excimer laser technology. These lasers use gases such as argon fluoride (ArF) or krypton fluoride (KrF) to generate the precise light needed for lithography"  
[X Link](https://x.com/DavidLe76335983/status/1979612378795749742) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T18:15Z 19.2K followers, XXX engagements


"I am quite aware of this. Your argument of EUV is unique due to US parts is just not true. It was the US long arm jurisdiction that stop EUV shipment I dont think it matters anymore. As ASML CEO stated he expects significant decline of sales in China going forward. China already developed ASML lithography machines alternatives in China. Not only this will kill ASML China market Chinese DUV and EUV will destroy the price point of the sector killing ASML directly"  
[X Link](https://x.com/DavidLe76335983/status/1979617737350726022) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T18:37Z 19.1K followers, XX engagements


"@grok @sanchezhsm @Cherrysundae111 @IMWT8 Thank you people have no idea what rare earth is and keep yapping about it. Im glad @grok can explain it to those people"  
[X Link](https://x.com/DavidLe76335983/status/1979664816227966989) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T21:44Z 19.1K followers, XXX engagements


"@tanyp1960 Bitcoin is a speculative asset gold is a neutral reserve asset You should build a foundation using gold first then you can add on bitcoin for speculation. Not the other way around Holding only Bitcoin will make your portfolio super risky"  
[X Link](https://x.com/DavidLe76335983/status/1979731840786432231) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T02:10Z 19.1K followers, XX engagements


"@the_growler_man @KingKong9888 Why are retail out Possibly divert stock for industrial use as a temporary fix it cannot sustain given Industrial demand is much higher than retail"  
[X Link](https://x.com/DavidLe76335983/status/1979882442090856448) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T12:08Z 19.2K followers, XXX engagements


"I think you have to wake up from the narrative you were taught If China steal everything from US how come DJI can make drones that US cannot You are EE and you should know I worked a lot with mfg company Huawei has XX% of revenue in R&D they are not the only one. You see US companies doing so much R&D China has 4+ millions engineering graduates a year US has XX% of that. Innovation is # of engineers X # of hours X efficiency of engineers. With XX times more engineers and they work XX hours avg week vs our 40/week their innovation lead is expected China is anything but communist they have one"  
[X Link](https://x.com/DavidLe76335983/status/1979962656099336642) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T17:27Z 19.2K followers, XX engagements


"Bad day for Trump X. Nobel Peace Prize is given to a US puppet instead of Trump X. Obviously Trump cannot get a meeting with Xi and has to find an excuse to save face"  
[X Link](https://x.com/DavidLe76335983/status/1976668834288586820) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-10T15:19Z 19.2K followers, 178.2K engagements


"To be fair China is not doing anything US has not done to China China is retaliating with tariff sanction and export control All these were imposed by US onto China for last X years If Trump expects US can impose anything on China without retaliation from China he really does not understand the geopolitical environment and economics of the world today"  
[X Link](https://x.com/DavidLe76335983/status/1976693927194284192) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-10T16:58Z 19.2K followers, 165.1K engagements


"@chuckneely14 What was said is that Trump and Lutnick did not know and China hawk at Commerce dept pushed the initiative out knowing China would retaliate"  
[X Link](https://x.com/DavidLe76335983/status/1976851835781890106) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-11T03:26Z 19.2K followers, XXX engagements


"China has never said there will be a meeting. Whether Xi will go to South Korea is not confirmed Trump on the other hand has gone from X. Meeting with Xi X. No point meeting X. Not cancel meeting yet X. Will probably meet Xi All within XX hours 😳"  
[X Link](https://x.com/DavidLe76335983/status/1977098698850287644) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-11T19:47Z 19.2K followers, 106.3K engagements


"@nbdyspfect I will place my bet on Bessent I think he had a pen altercation with Musk before"  
[X Link](https://x.com/DavidLe76335983/status/1978100167480848734) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-14T14:06Z 19.2K followers, XXX engagements


"Crypto bro is getting so desperate and need to come up with fake news about #Gold X. There is no significant gold discovery in Africa X. If it can add XX% supply it means a mine can mine 360-370 tonnes of gold a year (what kind of mine is that) 🤣 Note: the largest gold mine Nevada Gold mine complex can produce 3.3M oz approximately XXX tonnes annually"  
[X Link](https://x.com/DavidLe76335983/status/1979276797801042173) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-17T20:02Z 19.2K followers, 25.3K engagements


"@Larry_D0g Lithuania supporting Taiwan Nord Stream explosion Poland blocked China Euro Railway Express Dutch seizure of Nexperia All have one apparent victim - China All have one real victim - German Industry All have one possible culprit -"  
[X Link](https://x.com/DavidLe76335983/status/1979518474926825485) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T12:02Z 19.2K followers, 1789 engagements


"Huawei Gesture-controlled door This is cool but why do I need it"  
[X Link](https://x.com/DavidLe76335983/status/1979531088285536258) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T12:52Z 19.2K followers, 4441 engagements


"@BudaRages If true it should be super easy for US to decouple with China Many look forward to that day 🤭 Tell that to S&P500 companies which has X% of their revenue from China ($1.1-1.2 Trillion)"  
[X Link](https://x.com/DavidLe76335983/status/1979955581411586170) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T16:59Z 19.2K followers, XX engagements


"What is WSJ talking about #Gold is $3384 in early Asian trading hours"  
[X Link](https://x.com/DavidLe76335983/status/1960142821224231309) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-08-26T00:50Z 19.2K followers, 20.4K engagements


"Trumps playbook Jan XX X. Cut down interest rate to make budget sustainable X. Use tariff as a threat to push down stock market force capital to bond market lower LT UST yield X. Tariff is just an excuse so they come up with all sort of contradictory reasons for tariff. Moving mfg to US brings a lot of money tariff can replace income tax tariff will decline as we dont need to import X. Push Fed to lower ST rate entire yield curve move down X. Leverage tariff negotiation to force nations to accept Mar-a-Lago Accord reducing $1+T annual interest expense in budget. This needs to be done before"  
[X Link](https://x.com/DavidLe76335983/status/1918156745446441319) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-05-02T04:13Z 19.2K followers, 126.8K engagements


"#Gold #Silver are breaking new ground mining companies have been catching up. But the real catalyst will come when miners report their earnings in X weeks Newmont Corporation (NEM): 10/23 SSR Mining (SSRM): 10/29 Coeur Mining (CDE): 10/29 McEwen Mining Inc. (MUX): 11/5"  
[X Link](https://x.com/DavidLe76335983/status/1975564317081936339) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-07T14:10Z 19.2K followers, 37.5K engagements


"US starts charging a port fee on China built or owned ships on 10/14. China is now doing the same for US ships to Chinese ports Many believe this is not enough as US does not owned or built many ships like China Some suggest this should expand to planes making any Boeing plane or US carriers landing in China pay an extra fee China hits back at US ships with additional port fees"  
[X Link](https://x.com/DavidLe76335983/status/1976596176183984171) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-10T10:30Z 19.2K followers, 7778 engagements


"Federal government shutdown XXX M without a paycheck Air traffic controllers calling in sick en masse thousands of flight cancelled/delayed No govt data available for making decision Everything coming in from China (if they sell to us at all) will have XXX% more tariff We have never been better economically 😳 Say it out loud and it will come true 😉"  
[X Link](https://x.com/DavidLe76335983/status/1976769894965198932) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-10T22:00Z 19.2K followers, 5011 engagements


"RMB settlement BHP Billiton has struck a groundbreaking agreement with Chinese buyers to settle XX% of its iron ore spot trading in Chinese yuan (RMB) instead of US dollars"  
[X Link](https://x.com/DavidLe76335983/status/1976991647151120732) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-11T12:41Z 19.2K followers, 3638 engagements


"China impose Export Control on Rare Earth Trump raise tariff on Chinese goods for XXX% Unless we have 🌮 we will have full blown trade war Will China continue to provide rare earth to TSMC If not where will Nvidia get GPU to sell We maybe seeing the end of the AI bubble that support the outrageous valuation and the overextended stock market rally The pin that pops this bubble is here Be careful this will make GFC look like childs play Be prepared ⚠"  
[X Link](https://x.com/DavidLe76335983/status/1977129410022051910) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-11T21:49Z 19.2K followers, 89.7K engagements


"My translation of response to Trump XXX% tariff is Correct this or we will put in countermeasures which will escalate this into trade war If Trump does not want a Black Monday remove your XX% tariff now. Then we can discuss in good faith (although goodwill built over the last few negotiations is gone now). Otherwise countermeasures will be rolled out and dont blame China for the consequences"  
[X Link](https://x.com/DavidLe76335983/status/1977213379635826780) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-12T03:22Z 19.2K followers, 21.9K engagements


"The problem in the West is they know neither their enemy nor themselves. Many in the West believe Trump has all the cards and China is already collapsing. This includes decision makers in DC. The lack of understanding of China and their belief of the lies their own agencies created are simply astonishing It is this kind of misunderstanding that leads to miscalculation and eventually to keep making wrong moves Sometimes it is not your opponent is a better chess player you lost because you dont even know how to play chess at all"  
[X Link](https://x.com/DavidLe76335983/status/1977931085993402635) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-14T02:54Z 19.2K followers, 15.5K engagements


"to What you want to buy we will not sell - chip What you want to sell we will not buy - DJI What we want to buy you must sell - rare earth What we want to sell you must buy - soybean What kind of twisted relationship is this Dont blame China for walking away"  
[X Link](https://x.com/DavidLe76335983/status/1978192001523663266) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-14T20:11Z 19.2K followers, 134.3K engagements


"@PVCharts_TA Your wish is being granted by BRICS"  
[X Link](https://x.com/DavidLe76335983/status/1978442233100619833) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-15T12:46Z 19.2K followers, 1871 engagements


"US would not allow ASML to sell EUV to China China domestic EUV is on trail run mass production in 2026 China domestic DUV already in production This is assuming China will continue to provide rare earth for ASML which maybe questionable Of course ASML sales in China will collapse Dutch tech giant ASML: China sales to dip 'signficantly' in 2026"  
[X Link](https://x.com/DavidLe76335983/status/1978602838017061287) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-15T23:24Z 19.2K followers, 7450 engagements


"Sicarrier is closely linked to Huawei and is the China startup that will be challenging ASML domestically then globally"  
[X Link](https://x.com/DavidLe76335983/status/1978629867781444078) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T01:11Z 19.2K followers, 3944 engagements


"Poland shutdown China EU Railway Express in September. The delay of shipment to other EU countries esp Germany forced Poland to reopen after X weeks We are seeing the same for Dutch govt seizure of Nexperia. China ban of Nexperia China operation is having major impact on semiconductor supply chain. Many auto OEM and suppliers may need to shutdown if this does not resolve soon"  
[X Link](https://x.com/DavidLe76335983/status/1978638541597921743) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T01:46Z 19.2K followers, 17.7K engagements


"@siregamelogic She was the CFO and founders Mr Rens daughter US did it to Toshiba and Alstom before"  
[X Link](https://x.com/DavidLe76335983/status/1978639217719742634) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-16T01:48Z 19.2K followers, XXX engagements


"Pressure on Dutch govts action on Nexperia saga is mounting According to ACEA (which represents XX Europe-based manufacturers of cars vans trucks and buses) the interruption of deliveries could halt production at parts suppliers and lead to stoppages on vehicle assembly lines. European vehicle production at risk after Nexperia governance dispute"  
[X Link](https://x.com/DavidLe76335983/status/1979110751315927293) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-17T09:02Z 19.2K followers, 38.8K engagements


"While WH keeps talking about Trump Xi meeting in South Korea China is silent on this topic. China is preparing for its 15th X year plan discussion in its Plenum meeting next Monday through Thursday. Trump is not that important for Xi before this meeting so he let Trump flip flopping as much as he wants on whether to have a meeting China never confirmed there is one China's Communist Party holds a plenum on its next five-year plan. What does it mean"  
[X Link](https://x.com/DavidLe76335983/status/1979185900148990371) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-17T14:01Z 19.2K followers, 7045 engagements


"@rami_hashimi If it can add XX% supply it means a mine can mine 360-370 tonnes of gold a year The largest gold mine Nevada Gold mine complex can produce 3.3M oz approximately XXX tonnes annually If you put out fake news at least make one sound reasonable 🤣"  
[X Link](https://x.com/DavidLe76335983/status/1979281383865425974) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-17T20:20Z 19.2K followers, 36K engagements


"Now Dutch minister wants to talk to China after China export ban No one thought about talking to China before taking over a Chinese company Dutch minister seeks talks with China over Nexperia export ban"  
[X Link](https://x.com/DavidLe76335983/status/1979357804583620796) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T01:24Z 19.2K followers, 152.8K engagements


"This post got a lot of discussions. But lets step back a bit and reviewed what had happened in over last few years Lithuania had ties to Taiwan Nord Stream explosion ASML EUV export ban to China Poland blocked China Euro Railway Express Dutch seizure of Nexperia All have an apparent victim - China All have a real victim - European industries (esp German) All have a potent mastermind - Is someone trying to destroy European Industries in particular German Who would benefit from that"  
[X Link](https://x.com/DavidLe76335983/status/1979521687029764367) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T12:15Z 19.2K followers, 27.2K engagements


"Bessent announced $20B currency swap line to Argentina on 10/17 Trump said the package is contingent to Melei party winning in mid term elections on 10/26 Melei party is expected to fall short of overall majority and Melei approval rating hits lowest point so people continue to sell peso Argentine peso drops against dollar despite US backing"  
[X Link](https://x.com/DavidLe76335983/status/1979528471912005799) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T12:42Z 19.2K followers, 3472 engagements


"@DothrakiSavages Not a win for China for sure Definitely a loss for Netherlands and a big one too"  
[X Link](https://x.com/DavidLe76335983/status/1979529561193791951) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T12:46Z 19.2K followers, 5096 engagements


"@loekalization @iamakid51363442 @0gJuicy Dutch hold off for X years. Look at ASML 🤣"  
[X Link](https://x.com/DavidLe76335983/status/1979560580689039385) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T14:49Z 19.2K followers, XXX engagements


"@loekalization @iamakid51363442 @0gJuicy EUV must be shipping unopposed to China given the courage of Dutch govt"  
[X Link](https://x.com/DavidLe76335983/status/1979562279038316744) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T14:56Z 19.2K followers, XXX engagements


"4 major stock market crashes in US over the last century 10/28/1929 XX% by mid Nov massive speculation with margin 10/19/1987 XXXX% DJI XXXX% S&P fear of inflation devaluation of USD 2001 dot com bubble + XXX crash 76.8%% Nasdaq 2000-2002 speculation excessive valuation of new technologies (dot com) terrorism 9/15/2008 Lehman collapsed XX% S&P sub prime mortgage and bad debts 29+87+01+08 =125 take out the X you get XX In 2025 we have all the problems listed above Is this spooky 👻"  
[X Link](https://x.com/DavidLe76335983/status/1979603109186830455) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T17:38Z 19.2K followers, 3856 engagements


"@sanchezhsm @Cherrysundae111 @IMWT8 China can but most like not need to go that far. Banning rare earth to Netherlands will crash ASML Philips and many others before end of 2025"  
[X Link](https://x.com/DavidLe76335983/status/1979655949368623472) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-18T21:08Z 19.2K followers, XX engagements


"@tanyp1960 I have plenty of bitcoin gold and silver 🤣"  
[X Link](https://x.com/DavidLe76335983/status/1979729021962436645) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T01:59Z 19.2K followers, XXX engagements


"China is no longer holding back on US China has accused US National Security Agency of direct involvement in cyberattack to infiltrate Chinas National Time Service Center under China Academy of Sciences since 3/25/2022"  
[X Link](https://x.com/DavidLe76335983/status/1979874644586004787) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T11:37Z 19.2K followers, 40.3K engagements


"If is out of #Silver we are in problem Its industries MUST have silver they will suck up global inventory and ship them all to China #Unobtainium"  
[X Link](https://x.com/DavidLe76335983/status/1979875838880567522) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T11:42Z 19.2K followers, 77.7K engagements


"Trump knows Putin won the war Zelensky is finished"  
[X Link](https://x.com/DavidLe76335983/status/1979995186139652551) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T19:36Z 19.2K followers, 13.7K engagements


"@SimonDeroche Look at the map all the industrial and mining areas are no longer with Ukraine. What remains are arable land which I doubt Russia is lacking"  
[X Link](https://x.com/DavidLe76335983/status/1980010620717076569) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T20:38Z 19.2K followers, XX engagements


"Saw so many posts that I should sell my #Gold and buy #Bitcoin this weekend I am seriously concerned😱 Not about my gold holding but concerned that if Bitcoin maximalist laser eyes are so desperate on pitching Bitcoin my Bitcoin portfolio may decline in value soon"  
[X Link](https://x.com/DavidLe76335983/status/1980031385919475871) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T22:00Z 19.2K followers, 4596 engagements


"Why I believe this #Gold rally has legs I asked grok for a simple calculation Assume XX% of US investment portfolio ($135T) increase Gold holding to XX% (as recommended by Morgan Stanley 60-20-20 allocation) from an assumed X% holding now (most have 0%) We need about 17782 tonnes of gold at $4250 approximately X years of global annual gold production The global investment portfolio value at $300T (2.2X of $135T). If the world follows we are talking about XX years production"  
[X Link](https://x.com/DavidLe76335983/status/1980057990515331138) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T23:46Z 19.2K followers, 100.2K engagements


"Accident at Hong Kong International Airport"  
[X Link](https://x.com/DavidLe76335983/status/1980061220293026306) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-19T23:59Z 19.2K followers, 5496 engagements


"@J1618G I have a diversified portfolio with gold silver and bitcoin in descending order of importance"  
[X Link](https://x.com/DavidLe76335983/status/1980063654033908014) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T00:08Z 19.2K followers, XX engagements


"6 months into this tariff mess Trump still believes it is China that pays the tariff not US consumers You gotta admire his persistent narrative after countless retailers are raising their prices to pay for these tariffs"  
[X Link](https://x.com/DavidLe76335983/status/1980090045098058190) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T01:53Z 19.2K followers, 4068 engagements


"China Q3 GDP growth XXX% YOY Q1-Q3 GDP growth XXX% YOY On track for targeted X% full year growth"  
[X Link](https://x.com/DavidLe76335983/status/1980095762206728249) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T02:16Z 19.2K followers, 11.6K engagements


"@WillThomas81 You expect too much from a real estate developer 🤭"  
[X Link](https://x.com/DavidLe76335983/status/1980095967845290113) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T02:17Z 19.2K followers, XX engagements


"The one negotiator that Bessent fear the most is now removed from his post of WTO representative Li Chenggang can now focus XXX% of his time as lead negotiator for China US trade dispute and spend more time with Bessent 🤣"  
[X Link](https://x.com/DavidLe76335983/status/1980100531516317869) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T02:35Z 19.2K followers, 47.6K engagements


"Excerpt from China Ministry of Foreign Affairs Press Conference Bloomberg reporter: China and the US are about to return to the negotiating table. It is reported that US President Trump's latest statement on this is that the United States has listed rare earths fentanyl and soybeans as the three major issues to be raised to China. What is the comment of the Ministry of Foreign Affairs on this Guo Jiakun: China's position on dealing with Sino-US economic and trade issues is consistent and clear. If the tariff war and trade war are not in the interests of either party the two parties shall"  
[X Link](https://x.com/DavidLe76335983/status/1980219800325353631) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T10:29Z 19.2K followers, 3613 engagements


"#Gold was down $70+ on Friday up $60+ on Monday Anyone sold all their gold over the weekend to buy #Bitcoin"  
[X Link](https://x.com/DavidLe76335983/status/1980252307552887282) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T12:38Z 19.2K followers, 22.1K engagements


"@Proverbs281B Keep hoping"  
[X Link](https://x.com/DavidLe76335983/status/1980264227236397358) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T13:25Z 19.2K followers, XXX engagements


"@ChuckyOrwell I have invested in his fund for many years"  
[X Link](https://x.com/DavidLe76335983/status/1980271302863651056) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T13:54Z 19.2K followers, XX engagements


"@ChuckyOrwell He believes in bitcoin that is his personal affiliation I invested in his fund which is focused on miners and he is generating a decent return. His view may not be fit for everyone"  
[X Link](https://x.com/DavidLe76335983/status/1980275654584082904) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T14:11Z 19.2K followers, XX engagements


"@invdiary China has been very clear talk needs to be in equal and fair setting. The working level has been in discussion regularly But talks need to aim for results. Not have an agreement and then got backstabbed right after meeting like Lutnick does regularly"  
[X Link](https://x.com/DavidLe76335983/status/1980281340860776562) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T14:33Z 19.2K followers, XX engagements


"This was posted on Sunday night before the Monday rally If you look at the fundamentals of #Gold you know every dip is a buying opportunity"  
[X Link](https://x.com/DavidLe76335983/status/1980282728424624425) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T14:39Z 19.2K followers, 9437 engagements


"@doncalli ZH is wrong about pretty much everything on China. But the MAGA crowd loves it because it reaffirms what they want to hear"  
[X Link](https://x.com/DavidLe76335983/status/1980306093512495129) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T16:12Z 19.2K followers, XXX engagements


"@DanBissettuk Me too but I planted them and wait for next spring bloom"  
[X Link](https://x.com/DavidLe76335983/status/1980351480591970449) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T19:12Z 19.2K followers, XX engagements


"@100xbaggers @Silver47samurai @pmbug @hk_nik @GoldSilverHQ @KingKong9888 $XXX for a surf and turf Which restaurant is that expensive"  
[X Link](https://x.com/DavidLe76335983/status/1980378420753363283) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T20:59Z 19.2K followers, XX engagements


"Trump is not aware China has not bought Boeing for a while 🤭"  
[X Link](https://x.com/DavidLe76335983/status/1980382266070299130) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T21:15Z 19.2K followers, 3610 engagements


"@JimmyShen2018 Pretty sure they do. Neodymium praseodymium dysprosium and terbium are crucial for creating the high-performance magnets needed for modern efficient jet engines and advanced avionics"  
[X Link](https://x.com/DavidLe76335983/status/1980383223340491145) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T21:18Z 19.2K followers, XXX engagements


"Malaysia is out of larger #Gold bars"  
[X Link](https://x.com/DavidLe76335983/status/1980397816058114328) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T22:16Z 19.2K followers, 13.7K engagements


"@Hartjr812 Get it while you can"  
[X Link](https://x.com/DavidLe76335983/status/1980406231857762547) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-20T22:50Z 19.2K followers, XX engagements


"@Aramcotx Give China good reason to never buy Boeing in the future They are retiring existing fleet anyway"  
[X Link](https://x.com/DavidLe76335983/status/1980428028170920447) [@DavidLe76335983](/creator/x/DavidLe76335983) 2025-10-21T00:16Z 19.2K followers, XX engagements