[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.] #  @stevehou0 Steve Hou Steve Hou posts on X about china, over the, all the, money the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::803639496386355200/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +11% - X Year XXXXXXXXXX +205% ### Mentions: XX [#](/creator/twitter::803639496386355200/posts_active)  - X Week XXX +66% - X Month XXX -XXXX% - X Months XXXXX +75% - X Year XXXXX +22% ### Followers: XXXXXX [#](/creator/twitter::803639496386355200/followers)  - X Week XXXXXX +1.30% - X Month XXXXXX +6.80% - X Months XXXXXX +35% - X Year XXXXXX +61% ### CreatorRank: XXXXXXX [#](/creator/twitter::803639496386355200/influencer_rank)  ### Social Influence [#](/creator/twitter::803639496386355200/influence) --- **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% [travel destinations](/list/travel-destinations) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [china](/topic/china) #481, [over the](/topic/over-the) #564, [all the](/topic/all-the) 2.42%, [money](/topic/money) 1.45%, [tariffs](/topic/tariffs) #1806, [taiwan](/topic/taiwan) 0.97%, [about to](/topic/about-to) 0.97%, [trade war](/topic/trade-war) 0.97%, [beijing](/topic/beijing) #621, [history of](/topic/history-of) #336 **Top accounts mentioned or mentioned by** [@scottspacek](/creator/undefined) [@joequant](/creator/undefined) [@merrux](/creator/undefined) [@balajeevamanan](/creator/undefined) [@rushdoshi](/creator/undefined) [@gdp1985](/creator/undefined) [@texasoncologist](/creator/undefined) [@assidiousmacro](/creator/undefined) [@reidatcheson](/creator/undefined) [@covidnogood](/creator/undefined) [@jonnycapitalist](/creator/undefined) [@reviveluwan](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@loumannheim87](/creator/undefined) [@jamiefollese](/creator/undefined) [@abcampbell](/creator/undefined) [@grok](/creator/undefined) [@shanema01033790](/creator/undefined) [@rem26020](/creator/undefined) **Top assets mentioned** [Camtek Ltd (CAMT)](/topic/$camt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) ### Top Social Posts [#](/creator/twitter::803639496386355200/posts) --- Top posts by engagements in the last XX hours "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 36.2K followers, 656.1K engagements "@ZaStocks 🤣" [X Link](https://x.com/stevehou0/status/1967270933326180400) [@stevehou0](/creator/x/stevehou0) 2025-09-14T16:55Z 36.1K followers, 3139 engagements "Honestly if money isnt a constraint how much would it cost to rebuild Penn Station like this What about refreshing the NY subway like this as well Does anyone have an estimate" [X Link](https://x.com/stevehou0/status/1974880642371551721) [@stevehou0](/creator/x/stevehou0) 2025-10-05T16:53Z 36.1K followers, 229.4K engagements "AI is going to revolutionize the world just maybe not the way we navely thought all automatically for the better. Why would it Can you imagine how this will affect the next US election cycle or elections globally" [X Link](https://x.com/stevehou0/status/1975189746298302766) [@stevehou0](/creator/x/stevehou0) 2025-10-06T13:21Z 36.1K followers, 6673 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 36.1K followers, 25.6K 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 36.1K followers, 8730 engagements "The AI bubble was popped by Chinese cooking oil. Who knew" [X Link](https://x.com/stevehou0/status/1978191822364012932) [@stevehou0](/creator/x/stevehou0) 2025-10-14T20:10Z 36.1K followers, 25K 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 36.1K followers, 4668 engagements "@RushDoshi Isn't it because of expensive energy costs Industry in Europe with its pristine natural landscape and cultural history always seemed like it was going to end at some point. Europe invented ESG bc their environments are actually gorgeous" [X Link](https://x.com/stevehou0/status/1979177261900132612) [@stevehou0](/creator/x/stevehou0) 2025-10-17T13:26Z 36.1K followers, 1483 engagements "@EconstratPB @TheStalwart Definitely not worth standing in that line imo. And I've been there every time I'm in Austin. It's quite pricey Ask AI better recommendations @grok recommend some alternatives for my friend here" [X Link](https://x.com/stevehou0/status/1979363612335775793) [@stevehou0](/creator/x/stevehou0) 2025-10-18T01:47Z 36.1K followers, XXX engagements "@balajeevamanan Thats a composition/style effect. RoW has lower quality slower growing equity assets. Even then European equities are hitting ATHs. So is Africa and other parts of the world. The trends arent consistent with high uncertainty" [X Link](https://x.com/stevehou0/status/1979520733983158773) [@stevehou0](/creator/x/stevehou0) 2025-10-18T12:11Z 36.1K followers, XX engagements "I think the notion that Chinas economy is dominated by state subsidies and control of industries is also wrong or at least overstated. But to the extent that China has caught up by making state driven strategic investments in key areas seems undisputed now That Chinas industrial policy has worked" [X Link](https://x.com/stevehou0/status/1979543521280319873) [@stevehou0](/creator/x/stevehou0) 2025-10-18T13:42Z 36.1K followers, 1026 engagements "@MerruX Taiwan you mean" [X Link](https://x.com/stevehou0/status/1979609080940646409) [@stevehou0](/creator/x/stevehou0) 2025-10-18T18:02Z 36.1K followers, XXX engagements "@RushDoshi What do you think about the argument that China's dominance in REE is very transient and eminently surmountable with investments and coordinated efforts within a relatively short timeframe That China's playing this card now bc it's going to lose its value in 12-18 months" [X Link](https://x.com/stevehou0/status/1977077408575766785) [@stevehou0](/creator/x/stevehou0) 2025-10-11T18:22Z 36.1K followers, 13.5K engagements "There are no hedge funds in the post apocalypse world Im pretty sure Citadel and Jane Street will still be trading" [X Link](https://x.com/stevehou0/status/1977869787179946439) [@stevehou0](/creator/x/stevehou0) 2025-10-13T22:51Z 36.1K followers, 10.3K 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 36.1K followers, 17.3K engagements "This is the most illogical thing Ive ever heard. Obviously China made long and carefully planned tit for tat contingent plans But the point is that they are contingent plans They only activate if the US does certain things and China mirrors. 🤦🏻♂ If the US fires a missile and China fires one back would people be saying oh obviously China had planned this all along They couldnt have invented and manufactured a missile right after we fired it 🤦🏻♂🤦🏻♂🤦🏻♂ Can AI please help 😭 A second senior US official said Beijing was using the US commerce department action which was introduced in late" [X Link](https://x.com/stevehou0/status/1978078612243746895) [@stevehou0](/creator/x/stevehou0) 2025-10-14T12:41Z 36.1K followers, 27.7K 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 36.1K followers, 15.3K engagements "Now that TSMC is starting to make the most advanced Nvidia Blackwell chips in AZ and ramping up to high yield will Berkshire get back into $TSM I think Buffett sold TSMC around $XX and its now trading close to XXX and business is accelerating with under-appreciated AI demand" [X Link](https://x.com/stevehou0/status/1979499466714489292) [@stevehou0](/creator/x/stevehou0) 2025-10-18T10:47Z 36.1K followers, 5480 engagements "This post received less attention than deserved. Theres a long list of things China does I dont like (theres also a long list mostly food I do) but ideological differences are not the reason why US and China are in conflict. Rather they fight bc their growing similarities" [X Link](https://x.com/stevehou0/status/1979553879529238793) [@stevehou0](/creator/x/stevehou0) 2025-10-18T14:23Z 36.1K followers, 6570 engagements "@ShaneMa01033790 That was how it got started I think the point is that China continues to inject state subsidies into its economy as a part of its economy model" [X Link](https://x.com/stevehou0/status/1979558654685634620) [@stevehou0](/creator/x/stevehou0) 2025-10-18T14:42Z 36.1K followers, XXX engagements "Meanwhile you have Americans who dont know anything running around predicting Taiwan invasion by 2027. With what 🙄" [X Link](https://x.com/stevehou0/status/1979571421866340630) [@stevehou0](/creator/x/stevehou0) 2025-10-18T15:33Z 36.1K followers, 15.9K engagements "Omg this is what the Obama Presidential Library will look like Seriously All the smartest liberals and best architects at their disposal and this is what they came up with This is honestly a perfect symbol of everything that went wrong with Dems/Libs: over-intellectualizing and overthinking. I'd have built something that's much more conventional simple and beautiful that lets in a lot more light" [X Link](https://x.com/stevehou0/status/1979594150371578178) [@stevehou0](/creator/x/stevehou0) 2025-10-18T17:03Z 36.1K followers, 1976 engagements "@sspencer_smb What's your neighborhood" [X Link](https://x.com/stevehou0/status/1979610115553767492) [@stevehou0](/creator/x/stevehou0) 2025-10-18T18:06Z 36.1K followers, 1057 engagements "@briangobosox So @pstAsiatech was right" [X Link](https://x.com/stevehou0/status/1979624685206634691) [@stevehou0](/creator/x/stevehou0) 2025-10-18T19:04Z 36.1K 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 36.1K followers, XXX engagements "Is the Trump administration going to take a strategic stake in domestic shipbuilding company next $HII" [X Link](https://x.com/stevehou0/status/1973069150596603984) [@stevehou0](/creator/x/stevehou0) 2025-09-30T16:55Z 36.2K followers, 1784 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 36.2K followers, 248K 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 36.2K followers, 160.2K 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 36.2K followers, 54.9K 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 36.2K followers, 21.4K 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 36.2K followers, 16.5K 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 36.2K followers, 43.1K 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 36.2K followers, 50.6K 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 36.2K followers, 95.4K 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 36.2K 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, 5425 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 36.2K followers, 9288 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 36.2K followers, 12.2K 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 36.2K followers, 3040 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 36.2K 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 36.2K followers, XXX 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 36.2K followers, 45.2K engagements "@gdp1985 Stock only merger" [X Link](https://x.com/stevehou0/status/1980637230516564166) [@stevehou0](/creator/x/stevehou0) 2025-10-21T14:08Z 36.2K followers, 2123 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 36.2K followers, XXX 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 36.2K followers, 2844 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 36.2K followers, 35.6K 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 36.2K followers, XXX engagements "Xiaomi (1810 HK) has poached a top researcher from DeepSeek late last year to join its HyperAI lab. Look at how insane that stock has run. Leijun a fellow Wuhaner is firing on all cylinders and succeeding: capturing consumption downgrade launched successful EV now AI" [X Link](https://x.com/stevehou0/status/1884028862750921097) [@stevehou0](/creator/x/stevehou0) 2025-01-28T00:00Z 36.1K followers, 2074 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 36.1K followers, 25.6K 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 36.1K followers, 7252 engagements "@VKMacro The US is lightly taxed" [X Link](https://x.com/stevehou0/status/1980541424274989315) [@stevehou0](/creator/x/stevehou0) 2025-10-21T07:47Z 36.2K followers, XXX 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 36.2K followers, 2227 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 36.1K followers, 1841 engagements "@gdp1985 My platform is to trigger the most number of people at the same time" [X Link](https://x.com/stevehou0/status/1979975477155553584) [@stevehou0](/creator/x/stevehou0) 2025-10-19T18:18Z 36.2K followers, XXX 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 "@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 "@andrewrwyatt @AssidiousMacro Yeah" [X Link](https://x.com/stevehou0/status/1980668237873545621) [@stevehou0](/creator/x/stevehou0) 2025-10-21T16:11Z 36.2K followers, XX engagements "Wild. Luckin coffee which nearly went bankrupt X years ago due to fabricating sales is up 13x or 20x depending on when you start counting" [X Link](https://x.com/stevehou0/status/1969749891095097848) [@stevehou0](/creator/x/stevehou0) 2025-09-21T13:05Z 36.2K followers, 56.2K 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 36.2K followers, 71.3K engagements "Apple and Amazon are the two US tech giants that are not making the hundreds of billions of investments into AI. They are seen to have fallen behind on AI. Could this eventually end up working to their advantage" [X Link](https://x.com/stevehou0/status/1979164076094718349) [@stevehou0](/creator/x/stevehou0) 2025-10-17T12:34Z 36.2K followers, 21K engagements "@ShaneMa01033790 SV exists bc of state subsidies" [X Link](https://x.com/stevehou0/status/1979557052805689672) [@stevehou0](/creator/x/stevehou0) 2025-10-18T14:35Z 36.2K 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, 3110 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 36.2K followers, 4122 engagements "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 36.2K followers, 250.7K 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 "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 36.2K followers, 128.3K 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, 78.5K engagements "Long bonds I guess" [X Link](https://x.com/stevehou0/status/1979376247026127275) [@stevehou0](/creator/x/stevehou0) 2025-10-18T02:37Z 36.2K followers, 18.1K 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 36.2K followers, 9150 engagements "@TexasOncologist" [X Link](https://x.com/stevehou0/status/1979563095182991834) [@stevehou0](/creator/x/stevehou0) 2025-10-18T14:59Z 36.2K followers, XXX 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 36.2K followers, 149.4K engagements "Service of Chinese restaurant from China is pretty unbeatable. I forget when I dont go for a while how the regular American diners are just basically abused while being expected to pay a big tip" [X Link](https://x.com/stevehou0/status/1979702016588038266) [@stevehou0](/creator/x/stevehou0) 2025-10-19T00:11Z 36.2K followers, 7358 engagements "Were people really certain of recession this year or even last year I havent met anyone who genuinely thought we were headed into recession. I had fears back in Apr at the bottom of Liberation Day but didnt think it was more the 60-70% probability if everything was implemented as announced" [X Link](https://x.com/stevehou0/status/1979923200243834908) [@stevehou0](/creator/x/stevehou0) 2025-10-19T14:50Z 36.2K followers, XXX 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 36.2K followers, 5474 engagements "And Kyle Bass failed again" [X Link](https://x.com/stevehou0/status/1980261996579729426) [@stevehou0](/creator/x/stevehou0) 2025-10-20T13:17Z 36.2K followers, 18.7K 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 36.2K followers, 9121 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 36.2K followers, 4222 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 36.2K followers, 64.1K engagements "@0xMerridew Xiaomi XX pro" [X Link](https://x.com/stevehou0/status/1980711419592229022) [@stevehou0](/creator/x/stevehou0) 2025-10-21T19:02Z 36.2K followers, XXX engagements "@politicocobain San Diego" [X Link](https://x.com/stevehou0/status/1980769174977941960) [@stevehou0](/creator/x/stevehou0) 2025-10-21T22:52Z 36.2K 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.]
Steve Hou posts on X about china, over the, all the, money the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence countries XXXXX% finance XXXX% technology brands XXXX% stocks XXXX% travel destinations XXXX% social networks XXXX%
Social topic influence china #481, over the #564, all the 2.42%, money 1.45%, tariffs #1806, taiwan 0.97%, about to 0.97%, trade war 0.97%, beijing #621, history of #336
Top accounts mentioned or mentioned by @scottspacek @joequant @merrux @balajeevamanan @rushdoshi @gdp1985 @texasoncologist @assidiousmacro @reidatcheson @covidnogood @jonnycapitalist @reviveluwan @k3ithmccullough @tshirtnjeans2 @loumannheim87 @jamiefollese @abcampbell @grok @shanema01033790 @rem26020
Top assets mentioned Camtek Ltd (CAMT) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Metadium (META) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) Huntington Ingalls Industries Inc (HII)
Top posts by engagements in the last XX hours
"Why did China suddenly decide to show its full hand"
X Link @stevehou0 2025-10-10T20:29Z 36.2K followers, 656.1K engagements
"@ZaStocks 🤣"
X Link @stevehou0 2025-09-14T16:55Z 36.1K followers, 3139 engagements
"Honestly if money isnt a constraint how much would it cost to rebuild Penn Station like this What about refreshing the NY subway like this as well Does anyone have an estimate"
X Link @stevehou0 2025-10-05T16:53Z 36.1K followers, 229.4K engagements
"AI is going to revolutionize the world just maybe not the way we navely thought all automatically for the better. Why would it Can you imagine how this will affect the next US election cycle or elections globally"
X Link @stevehou0 2025-10-06T13:21Z 36.1K followers, 6673 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 @stevehou0 2025-10-13T00:29Z 36.1K followers, 25.6K 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 @stevehou0 2025-10-13T13:01Z 36.1K followers, 8730 engagements
"The AI bubble was popped by Chinese cooking oil. Who knew"
X Link @stevehou0 2025-10-14T20:10Z 36.1K followers, 25K 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 @stevehou0 2025-10-16T12:06Z 36.1K followers, 4668 engagements
"@RushDoshi Isn't it because of expensive energy costs Industry in Europe with its pristine natural landscape and cultural history always seemed like it was going to end at some point. Europe invented ESG bc their environments are actually gorgeous"
X Link @stevehou0 2025-10-17T13:26Z 36.1K followers, 1483 engagements
"@EconstratPB @TheStalwart Definitely not worth standing in that line imo. And I've been there every time I'm in Austin. It's quite pricey Ask AI better recommendations @grok recommend some alternatives for my friend here"
X Link @stevehou0 2025-10-18T01:47Z 36.1K followers, XXX engagements
"@balajeevamanan Thats a composition/style effect. RoW has lower quality slower growing equity assets. Even then European equities are hitting ATHs. So is Africa and other parts of the world. The trends arent consistent with high uncertainty"
X Link @stevehou0 2025-10-18T12:11Z 36.1K followers, XX engagements
"I think the notion that Chinas economy is dominated by state subsidies and control of industries is also wrong or at least overstated. But to the extent that China has caught up by making state driven strategic investments in key areas seems undisputed now That Chinas industrial policy has worked"
X Link @stevehou0 2025-10-18T13:42Z 36.1K followers, 1026 engagements
"@MerruX Taiwan you mean"
X Link @stevehou0 2025-10-18T18:02Z 36.1K followers, XXX engagements
"@RushDoshi What do you think about the argument that China's dominance in REE is very transient and eminently surmountable with investments and coordinated efforts within a relatively short timeframe That China's playing this card now bc it's going to lose its value in 12-18 months"
X Link @stevehou0 2025-10-11T18:22Z 36.1K followers, 13.5K engagements
"There are no hedge funds in the post apocalypse world Im pretty sure Citadel and Jane Street will still be trading"
X Link @stevehou0 2025-10-13T22:51Z 36.1K followers, 10.3K 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 @stevehou0 2025-10-14T12:26Z 36.1K followers, 17.3K engagements
"This is the most illogical thing Ive ever heard. Obviously China made long and carefully planned tit for tat contingent plans But the point is that they are contingent plans They only activate if the US does certain things and China mirrors. 🤦🏻♂ If the US fires a missile and China fires one back would people be saying oh obviously China had planned this all along They couldnt have invented and manufactured a missile right after we fired it 🤦🏻♂🤦🏻♂🤦🏻♂ Can AI please help 😭 A second senior US official said Beijing was using the US commerce department action which was introduced in late"
X Link @stevehou0 2025-10-14T12:41Z 36.1K followers, 27.7K engagements
"WE ARE IN A TRADE WAR WITH CHINA"
X Link @stevehou0 2025-10-15T20:57Z 36.1K followers, 15.3K engagements
"Now that TSMC is starting to make the most advanced Nvidia Blackwell chips in AZ and ramping up to high yield will Berkshire get back into $TSM I think Buffett sold TSMC around $XX and its now trading close to XXX and business is accelerating with under-appreciated AI demand"
X Link @stevehou0 2025-10-18T10:47Z 36.1K followers, 5480 engagements
"This post received less attention than deserved. Theres a long list of things China does I dont like (theres also a long list mostly food I do) but ideological differences are not the reason why US and China are in conflict. Rather they fight bc their growing similarities"
X Link @stevehou0 2025-10-18T14:23Z 36.1K followers, 6570 engagements
"@ShaneMa01033790 That was how it got started I think the point is that China continues to inject state subsidies into its economy as a part of its economy model"
X Link @stevehou0 2025-10-18T14:42Z 36.1K followers, XXX engagements
"Meanwhile you have Americans who dont know anything running around predicting Taiwan invasion by 2027. With what 🙄"
X Link @stevehou0 2025-10-18T15:33Z 36.1K followers, 15.9K engagements
"Omg this is what the Obama Presidential Library will look like Seriously All the smartest liberals and best architects at their disposal and this is what they came up with This is honestly a perfect symbol of everything that went wrong with Dems/Libs: over-intellectualizing and overthinking. I'd have built something that's much more conventional simple and beautiful that lets in a lot more light"
X Link @stevehou0 2025-10-18T17:03Z 36.1K followers, 1976 engagements
"@sspencer_smb What's your neighborhood"
X Link @stevehou0 2025-10-18T18:06Z 36.1K followers, 1057 engagements
"@briangobosox So @pstAsiatech was right"
X Link @stevehou0 2025-10-18T19:04Z 36.1K followers, XXX engagements
"@maitian99 I don't flip-flop. I don't have consistent ideological views"
X Link @stevehou0 2025-10-19T17:49Z 36.1K followers, XXX engagements
"Is the Trump administration going to take a strategic stake in domestic shipbuilding company next $HII"
X Link @stevehou0 2025-09-30T16:55Z 36.2K followers, 1784 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 @stevehou0 2025-10-11T13:45Z 36.2K followers, 248K 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 @stevehou0 2025-10-14T11:58Z 36.2K followers, 160.2K 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 @stevehou0 2025-10-17T12:54Z 36.2K followers, 54.9K 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 @stevehou0 2025-10-17T17:41Z 36.2K followers, 21.4K 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 @stevehou0 2025-10-17T23:20Z 36.2K followers, 16.5K 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 @stevehou0 2025-10-18T10:25Z 36.2K followers, 43.1K 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 @stevehou0 2025-10-18T10:56Z 36.2K followers, 50.6K 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 @stevehou0 2025-10-18T23:15Z 36.2K followers, 95.4K 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 @stevehou0 2025-10-19T00:23Z 36.2K followers, XXX engagements
"Wow Sam may need to find a second Saudi Arabia first"
X Link @stevehou0 2025-10-19T22:13Z 36.2K followers, 5425 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 @stevehou0 2025-10-20T10:34Z 36.2K followers, 9288 engagements
"Investors who cannot separate their political bias from their investing are doomed to lose money"
X Link @stevehou0 2025-10-20T13:22Z 36.2K followers, 12.2K 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 @stevehou0 2025-10-20T14:02Z 36.2K followers, 3040 engagements
"@zephyr_z9 Is Baidu the Google of China for AI"
X Link @stevehou0 2025-10-21T08:47Z 36.2K 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 @stevehou0 2025-10-21T12:54Z 36.2K followers, XXX 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 @stevehou0 2025-10-21T13:34Z 36.2K followers, 45.2K engagements
"@gdp1985 Stock only merger"
X Link @stevehou0 2025-10-21T14:08Z 36.2K followers, 2123 engagements
"@beefcubee The US has censorship and self-censorship just you may not notice it"
X Link @stevehou0 2025-10-21T14:13Z 36.2K followers, XXX 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 @stevehou0 2025-10-21T15:24Z 36.2K followers, 2844 engagements
"@Trinhnomics How much of Vietnams sudden increase in trade with the US is attributable to transshipments from China"
X Link @stevehou0 2025-10-15T08:35Z 36.2K followers, 35.6K 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 @stevehou0 2025-10-21T15:31Z 36.2K followers, XXX engagements
"Xiaomi (1810 HK) has poached a top researcher from DeepSeek late last year to join its HyperAI lab. Look at how insane that stock has run. Leijun a fellow Wuhaner is firing on all cylinders and succeeding: capturing consumption downgrade launched successful EV now AI"
X Link @stevehou0 2025-01-28T00:00Z 36.1K followers, 2074 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 @stevehou0 2025-10-12T17:47Z 36.1K followers, 25.6K 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 @stevehou0 2025-10-17T12:04Z 36.1K followers, 7252 engagements
"@VKMacro The US is lightly taxed"
X Link @stevehou0 2025-10-21T07:47Z 36.2K followers, XXX engagements
"@zephyr_z9 Bullish AI. This is insane quality"
X Link @stevehou0 2025-10-13T17:37Z 36.2K followers, 2227 engagements
"@ScottSpacek If I agreed with every word he said Id have stopped at well said. I stand by what I wrote"
X Link @stevehou0 2025-10-19T04:23Z 36.1K followers, 1841 engagements
"@gdp1985 My platform is to trigger the most number of people at the same time"
X Link @stevehou0 2025-10-19T18:18Z 36.2K followers, XXX 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 @stevehou0 2025-10-20T12:08Z 36.2K followers, XXX engagements
"@denisewu Hows that going well from Chinas perspective though"
X Link @stevehou0 2025-10-20T15:08Z 36.2K followers, XXX engagements
"@andrewrwyatt @AssidiousMacro Yeah"
X Link @stevehou0 2025-10-21T16:11Z 36.2K followers, XX engagements
"Wild. Luckin coffee which nearly went bankrupt X years ago due to fabricating sales is up 13x or 20x depending on when you start counting"
X Link @stevehou0 2025-09-21T13:05Z 36.2K followers, 56.2K 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 @stevehou0 2025-10-13T09:46Z 36.2K followers, 71.3K engagements
"Apple and Amazon are the two US tech giants that are not making the hundreds of billions of investments into AI. They are seen to have fallen behind on AI. Could this eventually end up working to their advantage"
X Link @stevehou0 2025-10-17T12:34Z 36.2K followers, 21K engagements
"@ShaneMa01033790 SV exists bc of state subsidies"
X Link @stevehou0 2025-10-18T14:35Z 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 @stevehou0 2025-10-20T12:45Z 36.2K followers, 3110 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 @stevehou0 2025-10-20T13:57Z 36.2K followers, 4122 engagements
"China doesnt dominate the mining of rare earth elements which are not really rare. China absolutely dominates the refining capacity of REE"
X Link @stevehou0 2025-10-10T18:25Z 36.2K followers, 250.7K 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 @stevehou0 2025-10-11T20:55Z 36.2K followers, 60.9K engagements
"To beat China the U.S. needs to become China"
X Link @stevehou0 2025-10-15T15:38Z 36.2K followers, 128.3K 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 @stevehou0 2025-10-16T11:04Z 36.2K followers, 78.5K engagements
"Long bonds I guess"
X Link @stevehou0 2025-10-18T02:37Z 36.2K followers, 18.1K 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 @stevehou0 2025-10-18T12:25Z 36.2K followers, 9150 engagements
"@TexasOncologist"
X Link @stevehou0 2025-10-18T14:59Z 36.2K followers, XXX 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 @stevehou0 2025-10-18T17:14Z 36.2K followers, 149.4K engagements
"Service of Chinese restaurant from China is pretty unbeatable. I forget when I dont go for a while how the regular American diners are just basically abused while being expected to pay a big tip"
X Link @stevehou0 2025-10-19T00:11Z 36.2K followers, 7358 engagements
"Were people really certain of recession this year or even last year I havent met anyone who genuinely thought we were headed into recession. I had fears back in Apr at the bottom of Liberation Day but didnt think it was more the 60-70% probability if everything was implemented as announced"
X Link @stevehou0 2025-10-19T14:50Z 36.2K followers, XXX 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 @stevehou0 2025-10-20T12:52Z 36.2K followers, 5474 engagements
"And Kyle Bass failed again"
X Link @stevehou0 2025-10-20T13:17Z 36.2K followers, 18.7K engagements
"Everything Amazon is down this morning except the stock. The stock is up"
X Link @stevehou0 2025-10-20T15:08Z 36.2K followers, 9121 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 @stevehou0 2025-10-20T16:59Z 36.2K followers, 4222 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 @stevehou0 2025-10-21T13:52Z 36.2K followers, 64.1K engagements
"@0xMerridew Xiaomi XX pro"
X Link @stevehou0 2025-10-21T19:02Z 36.2K followers, XXX engagements
"@politicocobain San Diego"
X Link @stevehou0 2025-10-21T22:52Z 36.2K followers, XX engagements
/creator/x::stevehou0