[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.] #  @halobrief GK GK posts on X about china, beijing, target, export the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1655041983646138369/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +197% - X Months XXXXXXX +28% - X Year XXXXXXX +85% ### Mentions: XX [#](/creator/twitter::1655041983646138369/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +92% - X Year XXX +108% ### Followers: XXX [#](/creator/twitter::1655041983646138369/followers)  - X Week XXX -XXXX% - X Month XXX -XXXX% - X Months XXX +17% - X Year XXX +277% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1655041983646138369/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXXX% [travel destinations](/list/travel-destinations) XXXXX% [stocks](/list/stocks) XX% [automotive brands](/list/automotive-brands) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [china](/topic/china) 26.67%, [beijing](/topic/beijing) #523, [target](/topic/target) 6.67%, [export](/topic/export) 6.67%, [tariffs](/topic/tariffs) #1638, [mature](/topic/mature) #439, [debt](/topic/debt) 6.67%, [federal reserve](/topic/federal-reserve) 3.33%, [byd](/topic/byd) 3.33%, [volkswagen](/topic/volkswagen) XXXX% **Top accounts mentioned or mentioned by** [@brad_setser](/creator/undefined) [@hugheschris](/creator/undefined) [@opinion](/creator/undefined) [@derivativesdon](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "3/4 ECB implementing monetary easing with further rate cuts anticipated. Recovery and Resilience Facility providing policy support across multiple member states. Growth remains weak but policy machinery actively deployed. Federal Reserve lowered target range to 3.75-4% in October 2025 but faces internal division on further cuts. October meeting minutes show "many participants" suggested keeping rates unchanged through year-end versus "several" favoring December reduction. Inflation persists above X% target for fifth consecutive year while labor market softens creating difficult trade-offs" [X Link](https://x.com/halobrief/status/1992699424112603558) 2025-11-23T20:58Z XXX followers, XX engagements "Western companies losing ground in China reflects structural competition not just cyclical weakness. BYD sold XXXX million cars in China last year. Volkswagen sold XXXX million and dropped to third place. Five years ago VW led the market at XXXX million. Luckin Coffee now operates 24000 stores to Starbucks' 7685 with prices running one third of Starbucks and market share climbing from X% to overtake them entirely. Huawei reclaimed smartphone leadership in Q4 2024 at XXXX% share while Apple fell to third at XXXX% after iPhone shipments dropped 18%. Price competition is compressing margins" [X Link](https://x.com/halobrief/status/1995338407313097003) 2025-12-01T03:45Z XXX followers, XXX engagements "China's goods trade surplus crossed $X trillion for the first time in November. Beijing has stated rebalancing toward domestic consumption as a policy priority since 2004. Twenty years later the surplus hits a record. Understanding why requires looking at fiscal structure rather than trade policy. Local governments in China depend on land sales and investment projects for revenue. They compete for GDP growth through factory construction and infrastructure not consumption promotion. The central government collects consumption taxes but local officials who control implementation have no" [X Link](https://x.com/halobrief/status/1998449011511144511) 2025-12-09T17:45Z XXX followers, XXX engagements "Bloomberg reports Beijing is considering $28-70B in additional semiconductor incentives on top of Big Fund III's $47.5B. Total state commitment would exceed $75B at minimum potentially reaching $120B. Equipment self-sufficiency has reached approximately XX% in 2025 up from XXXX% in 2024. That's real progressbut the 2025 target was 50%. Export controls removed the technology from the market. Additional capital doesn't change that. 1/" [X Link](https://x.com/halobrief/status/1999546078350168121) 2025-12-12T18:25Z XXX followers, XX engagements "Equipment categories cluster into three tiers by domestic capability: Above 30%: Cleaning photoresist stripping dry stripping (China now tied with Japan at 35%) 10-30%: CMP (11%) etch (11%) deposition (7%) thermal processing Below 5%: Lithography metrology ion implantation coating/developing NAURA now ranks #6-8 globally among equipment vendors. AMEC and ACM Research each hold X% of dry etch market. Q1 2025 saw NAURA revenue surge XX% YoY to CNY 8.98B. Gains are concentrated where technical barriers are lower. Lithography metrology and ion implantation remain foreign-dominated. 2/" [X Link](https://x.com/halobrief/status/1999546084184490028) 2025-12-12T18:25Z XXX followers, XX engagements "Consumer price increases vary by product category. Kitchen items around XX face 20-25% increases. Clothing with XX% base tariffs will see 35-45% higher costs. Footwear at XX% tariff rates may exceed XX% total increase. The flat X duty hits low-price items hardest. A X phone case absorbs XX% duty impact. A XXX jacket absorbs 3%. 5/" [X Link](https://x.com/halobrief/status/1999512015275176057) 2025-12-12T16:09Z XXX followers, XX engagements "Export controls have split China's semiconductor trajectory in two. Advanced nodes (sub-16nm): China holds X% of global capacity. Without EUV the ceiling is 5-7nm at 40-50% cost premiums and one-third yields. Mature nodes (28nm+): China reached XX% of global capacity in 2024 projected XX% by 2027. Taiwan's share falls from XX% to XX% over the same period. USTR launched a Section XXX investigation into Chinese legacy chip subsidies on December XX 2024. The mature node buildout that export controls enabled is now itself becoming a trade friction point. 6/" [X Link](https://x.com/halobrief/status/1999546112030478721) 2025-12-12T18:25Z XXX followers, XX engagements "Four protective factors against automation: Physical dexterity in unpredictable environments (robots cannot crawl under houses or work in tight spaces with variable conditions) Emotional intelligence and genuine human connection (therapeutic relationships AI cannot replicate) Complex situational judgment (ethical decisions beyond algorithms weighing multiple stakeholder interests) Creative problem-solving (envisioning possibilities that dont exist yet understanding cultural nuances) Stanford research confirms: AI struggles with emotion creativity physical work ethical judgment" [X Link](https://x.com/halobrief/status/1989064928196526145) 2025-11-13T20:16Z XXX followers, XX engagements "Honda China sales down XXXX% year to date through October 2025. Fifth consecutive year of decline. Dongfeng Motor listed its XX% stake in their 1998 engine joint venture for sale August XX. The JV lost XXX million yuan in 2024 and carries XXX billion yuan debt. Honda and Dongfeng opened a new NEV plant in Wuhan last October with 120000 unit annual capacity. The vehicle production JV remains intact. The Ye S7 launched at 259900 yuan in early 2025. Cumulative sales reached approximately XXX units by July. Honda cut the price to 199900 yuan within weeks. Nissan's N7 priced from 119900 yuan with" [X Link](https://x.com/halobrief/status/1995626323834741069) 2025-12-01T22:49Z XXX followers, XXX engagements "Country Garden secured dual restructuring approvals December X and X. Hong Kong High Court sanctioned the USD XXXX billion offshore plan. Domestic creditors approved CNY XXXX billion across nine bonds. Combined debt reduction exceeds CNY XX billion. No principal repayment required through 2030. Interest rates drop from approximately X% to the X to XXX% range. The controlling shareholder converted USD XXX billion in loans to equity at HKD XXXX per share before asking creditors to vote. XXXX% of syndicated lenders and XX% of dollar bondholders approved. Evergrande's liquidators now report USD" [X Link](https://x.com/halobrief/status/1996826793832022177) 2025-12-05T06:19Z XXX followers, 4770 engagements "Trump authorized Nvidia H200 exports to China with XX% federal surcharge. H200 is 6x more powerful than H20 which Beijing rejected in August causing $5.5B Nvidia writeoff. ByteDance and Alibaba have approached Nvidia but await Beijing approval. Regulators likely permit limited purchases where Huawei Ascend alternatives underperform. SOURCE:Reuters+Dec10FT+Dec9 Supply ceiling exists regardless: limited H200 production as Nvidia prioritizes Blackwell. XX% probability limited permission scenario" [X Link](https://x.com/halobrief/status/1998854639567958285) 2025-12-10T20:37Z XXX followers, XXX engagements "Valid comparison. Might understate it. Solomon Islands 2022 was one bilateral pact with potential for Chinese security presence. 2025 is active presence across multiple countries simultaneously. September: Solomon Islands announced "China Police Cooperation Model Communities." Chinese police collecting fingerprints palm prints household registration data from citizens in Fighter One village. First known export of China's Fengqiao domestic surveillance model abroad. RSIPF says it will "expand across the country." Chinese police now deployed or training in at least four Pacific nations. Cook" [X Link](https://x.com/halobrief/status/1998574529333883343) 2025-12-10T02:04Z XXX followers, 4352 engagements "Today's 9-3 vote split three ways: two wanted to hold one wanted 50bp. Seven dot plot participants want no cuts in 2026. Powell's term ends May. Hassett holds XX% odds as successor and has said publicly he would cut now. When Bloomberg reported him as frontrunner 10yr yields added 11bp. Markets are pricing governance risk into the long end. That matters more for 2026 rates than the dot plot median" [X Link](https://x.com/halobrief/status/1998960617365905866) 2025-12-11T03:38Z XXX followers, XX engagements "The Commission estimates XX% of sub-150 parcels are deliberately undervalued. Sellers declare X on a XX item. Package splitting converts a XXX order into two XX shipments. Annual duty losses exceed X billion. Customs authorities cannot inspect XX million daily arrivals for valuation fraud at current staffing levels. 3/" [X Link](https://x.com/halobrief/status/1999512008610173386) 2025-12-12T16:09Z XXX followers, XX engagements "Shein Temu and AliExpress operate without EU warehousing or bulk import duties. Direct factory-to-consumer shipping eliminates inventory costs. The X duty plus a proposed X handling fee adds X per item. A XX product absorbs a XX% cost increase before 2028 product-specific tariffs apply. 4/" [X Link](https://x.com/halobrief/status/1999512012070490503) 2025-12-12T16:09Z XXX followers, XX engagements "Dependency duration by category: 10+ years: EUV lithographyASML required XX years with full supply chain access; China would be starting from further behind without it 5-7 years: Advanced DUV metrology EDA for advanced nodes 3-5 years: ArF photoresist ion implantation Combined state commitment of $75-120B is sufficient to reach XX% of global mature node capacity by 2027. Advanced nodes remain capped at X% through the same period. 7/7" [X Link](https://x.com/halobrief/status/1999546118426755300) 2025-12-12T18:25Z XXX followers, XX engagements "IMF raised China's 2025 growth forecast to XXX% up XXX points. World Bank went to XXX% up XXX. ADB added XXX. China's MFA cited all three today as evidence of "prevailing consensus" on economic optimism. Same IMF statement projected current account surplus at XXX% of GDP. Real exchange rate depreciation from low inflation. "Weak domestic demand and deflationary pressures." Mission Chief Jain-Chandra called for "more urgent and forceful expansionary macroeconomic policies." 2026 forecasts: IMF at XXX% World Bank at 4.4%. Both assume continued policy support. Both flag property drag and export" [X Link](https://x.com/halobrief/status/1999713076459782573) 2025-12-13T05:28Z XXX followers, XX engagements
[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.]
@halobrief GK
GK posts on X about china, beijing, target, export the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +197%
- X Months XXXXXXX +28%
- X Year XXXXXXX +85%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +92%
- X Year XXX +108%
Followers: XXX #
- X Week XXX -XXXX%
- X Month XXX -XXXX%
- X Months XXX +17%
- X Year XXX +277%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% countries XXXXX% travel destinations XXXXX% stocks XX% automotive brands XXXX% technology brands XXXX% currencies XXXX%
Social topic influence china 26.67%, beijing #523, target 6.67%, export 6.67%, tariffs #1638, mature #439, debt 6.67%, federal reserve 3.33%, byd 3.33%, volkswagen XXXX%
Top accounts mentioned or mentioned by @brad_setser @hugheschris @opinion @derivativesdon
Top Social Posts
Top posts by engagements in the last XX hours
"3/4 ECB implementing monetary easing with further rate cuts anticipated. Recovery and Resilience Facility providing policy support across multiple member states. Growth remains weak but policy machinery actively deployed. Federal Reserve lowered target range to 3.75-4% in October 2025 but faces internal division on further cuts. October meeting minutes show "many participants" suggested keeping rates unchanged through year-end versus "several" favoring December reduction. Inflation persists above X% target for fifth consecutive year while labor market softens creating difficult trade-offs"
X Link 2025-11-23T20:58Z XXX followers, XX engagements
"Western companies losing ground in China reflects structural competition not just cyclical weakness. BYD sold XXXX million cars in China last year. Volkswagen sold XXXX million and dropped to third place. Five years ago VW led the market at XXXX million. Luckin Coffee now operates 24000 stores to Starbucks' 7685 with prices running one third of Starbucks and market share climbing from X% to overtake them entirely. Huawei reclaimed smartphone leadership in Q4 2024 at XXXX% share while Apple fell to third at XXXX% after iPhone shipments dropped 18%. Price competition is compressing margins"
X Link 2025-12-01T03:45Z XXX followers, XXX engagements
"China's goods trade surplus crossed $X trillion for the first time in November. Beijing has stated rebalancing toward domestic consumption as a policy priority since 2004. Twenty years later the surplus hits a record. Understanding why requires looking at fiscal structure rather than trade policy. Local governments in China depend on land sales and investment projects for revenue. They compete for GDP growth through factory construction and infrastructure not consumption promotion. The central government collects consumption taxes but local officials who control implementation have no"
X Link 2025-12-09T17:45Z XXX followers, XXX engagements
"Bloomberg reports Beijing is considering $28-70B in additional semiconductor incentives on top of Big Fund III's $47.5B. Total state commitment would exceed $75B at minimum potentially reaching $120B. Equipment self-sufficiency has reached approximately XX% in 2025 up from XXXX% in 2024. That's real progressbut the 2025 target was 50%. Export controls removed the technology from the market. Additional capital doesn't change that. 1/"
X Link 2025-12-12T18:25Z XXX followers, XX engagements
"Equipment categories cluster into three tiers by domestic capability: Above 30%: Cleaning photoresist stripping dry stripping (China now tied with Japan at 35%) 10-30%: CMP (11%) etch (11%) deposition (7%) thermal processing Below 5%: Lithography metrology ion implantation coating/developing NAURA now ranks #6-8 globally among equipment vendors. AMEC and ACM Research each hold X% of dry etch market. Q1 2025 saw NAURA revenue surge XX% YoY to CNY 8.98B. Gains are concentrated where technical barriers are lower. Lithography metrology and ion implantation remain foreign-dominated. 2/"
X Link 2025-12-12T18:25Z XXX followers, XX engagements
"Consumer price increases vary by product category. Kitchen items around XX face 20-25% increases. Clothing with XX% base tariffs will see 35-45% higher costs. Footwear at XX% tariff rates may exceed XX% total increase. The flat X duty hits low-price items hardest. A X phone case absorbs XX% duty impact. A XXX jacket absorbs 3%. 5/"
X Link 2025-12-12T16:09Z XXX followers, XX engagements
"Export controls have split China's semiconductor trajectory in two. Advanced nodes (sub-16nm): China holds X% of global capacity. Without EUV the ceiling is 5-7nm at 40-50% cost premiums and one-third yields. Mature nodes (28nm+): China reached XX% of global capacity in 2024 projected XX% by 2027. Taiwan's share falls from XX% to XX% over the same period. USTR launched a Section XXX investigation into Chinese legacy chip subsidies on December XX 2024. The mature node buildout that export controls enabled is now itself becoming a trade friction point. 6/"
X Link 2025-12-12T18:25Z XXX followers, XX engagements
"Four protective factors against automation: Physical dexterity in unpredictable environments (robots cannot crawl under houses or work in tight spaces with variable conditions) Emotional intelligence and genuine human connection (therapeutic relationships AI cannot replicate) Complex situational judgment (ethical decisions beyond algorithms weighing multiple stakeholder interests) Creative problem-solving (envisioning possibilities that dont exist yet understanding cultural nuances) Stanford research confirms: AI struggles with emotion creativity physical work ethical judgment"
X Link 2025-11-13T20:16Z XXX followers, XX engagements
"Honda China sales down XXXX% year to date through October 2025. Fifth consecutive year of decline. Dongfeng Motor listed its XX% stake in their 1998 engine joint venture for sale August XX. The JV lost XXX million yuan in 2024 and carries XXX billion yuan debt. Honda and Dongfeng opened a new NEV plant in Wuhan last October with 120000 unit annual capacity. The vehicle production JV remains intact. The Ye S7 launched at 259900 yuan in early 2025. Cumulative sales reached approximately XXX units by July. Honda cut the price to 199900 yuan within weeks. Nissan's N7 priced from 119900 yuan with"
X Link 2025-12-01T22:49Z XXX followers, XXX engagements
"Country Garden secured dual restructuring approvals December X and X. Hong Kong High Court sanctioned the USD XXXX billion offshore plan. Domestic creditors approved CNY XXXX billion across nine bonds. Combined debt reduction exceeds CNY XX billion. No principal repayment required through 2030. Interest rates drop from approximately X% to the X to XXX% range. The controlling shareholder converted USD XXX billion in loans to equity at HKD XXXX per share before asking creditors to vote. XXXX% of syndicated lenders and XX% of dollar bondholders approved. Evergrande's liquidators now report USD"
X Link 2025-12-05T06:19Z XXX followers, 4770 engagements
"Trump authorized Nvidia H200 exports to China with XX% federal surcharge. H200 is 6x more powerful than H20 which Beijing rejected in August causing $5.5B Nvidia writeoff. ByteDance and Alibaba have approached Nvidia but await Beijing approval. Regulators likely permit limited purchases where Huawei Ascend alternatives underperform. SOURCE:Reuters+Dec10FT+Dec9 Supply ceiling exists regardless: limited H200 production as Nvidia prioritizes Blackwell. XX% probability limited permission scenario"
X Link 2025-12-10T20:37Z XXX followers, XXX engagements
"Valid comparison. Might understate it. Solomon Islands 2022 was one bilateral pact with potential for Chinese security presence. 2025 is active presence across multiple countries simultaneously. September: Solomon Islands announced "China Police Cooperation Model Communities." Chinese police collecting fingerprints palm prints household registration data from citizens in Fighter One village. First known export of China's Fengqiao domestic surveillance model abroad. RSIPF says it will "expand across the country." Chinese police now deployed or training in at least four Pacific nations. Cook"
X Link 2025-12-10T02:04Z XXX followers, 4352 engagements
"Today's 9-3 vote split three ways: two wanted to hold one wanted 50bp. Seven dot plot participants want no cuts in 2026. Powell's term ends May. Hassett holds XX% odds as successor and has said publicly he would cut now. When Bloomberg reported him as frontrunner 10yr yields added 11bp. Markets are pricing governance risk into the long end. That matters more for 2026 rates than the dot plot median"
X Link 2025-12-11T03:38Z XXX followers, XX engagements
"The Commission estimates XX% of sub-150 parcels are deliberately undervalued. Sellers declare X on a XX item. Package splitting converts a XXX order into two XX shipments. Annual duty losses exceed X billion. Customs authorities cannot inspect XX million daily arrivals for valuation fraud at current staffing levels. 3/"
X Link 2025-12-12T16:09Z XXX followers, XX engagements
"Shein Temu and AliExpress operate without EU warehousing or bulk import duties. Direct factory-to-consumer shipping eliminates inventory costs. The X duty plus a proposed X handling fee adds X per item. A XX product absorbs a XX% cost increase before 2028 product-specific tariffs apply. 4/"
X Link 2025-12-12T16:09Z XXX followers, XX engagements
"Dependency duration by category: 10+ years: EUV lithographyASML required XX years with full supply chain access; China would be starting from further behind without it 5-7 years: Advanced DUV metrology EDA for advanced nodes 3-5 years: ArF photoresist ion implantation Combined state commitment of $75-120B is sufficient to reach XX% of global mature node capacity by 2027. Advanced nodes remain capped at X% through the same period. 7/7"
X Link 2025-12-12T18:25Z XXX followers, XX engagements
"IMF raised China's 2025 growth forecast to XXX% up XXX points. World Bank went to XXX% up XXX. ADB added XXX. China's MFA cited all three today as evidence of "prevailing consensus" on economic optimism. Same IMF statement projected current account surplus at XXX% of GDP. Real exchange rate depreciation from low inflation. "Weak domestic demand and deflationary pressures." Mission Chief Jain-Chandra called for "more urgent and forceful expansionary macroeconomic policies." 2026 forecasts: IMF at XXX% World Bank at 4.4%. Both assume continued policy support. Both flag property drag and export"
X Link 2025-12-13T05:28Z XXX followers, XX engagements