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![LordPos3idon Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::955408993857531904.png) LordPos3idon [@LordPos3idon](/creator/twitter/LordPos3idon) on x XXX followers
Created: 2025-07-18 06:32:25 UTC

$REMX $MP $KWEB $SMCI $BABA $BIDU $TCEHY $TSM

               ❄️ Cold War 2.0🧊
Is thawing for now and maybr for a couple of years from here.

                🪄PRESTI(XI)GE🪄

           🐲Year of the Dragon🐉

🌎🌍Global Peace Dividend Incoming🌏

•Omg Trump caved because of the REEs ban!

•Or did he???????
🤔🤔🤔🤔

•Headlines hit different when you know what is going on behind the scenes📰🗞️

•You start seeing governments utilize a  Hansel & Gretel method for communicating impending big change. 
Leaving a breadcrumb trail of information, through periodic low profile news releases, to prime the populace for what is to come 🍞🥖🥖🍞🍞🥖🥖

•If China is getting AI that means the US is getting REEs. The run in REEs plays, the first two stocks mentioned above, as well as for their proxies, is likely over. Take your profits and get out. The signs of a détente between both countries grows stronger by the day. Understand what all this means for China’s AI focused stocks.
🤖🦾🦿💻🎮👾📀⌨️

🌹Mag X = $15T market cap roughly
🦇BATS = $1T market cap roughly

•Baidu 
•Alibaba
•Tencent
•Super Micro Computer
—-(the “S” in BATS was originally supposed to be for •SMIC (China’s Fab/its version of TSM) but it got delisted in 2018 (I wonder why???), but SMCI is a good high levered beta proxy. But if you want China A or H shares you should get SMIC, as it’ll be safer.

![](https://pbs.twimg.com/tweet_video_thumb/GwHruFnWEAEnNq3.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946095697444647335/c:line.svg)

**Related Topics**
[artificial](/topic/artificial)
[donald trump](/topic/donald-trump)
[$tsm](/topic/$tsm)
[$tcehy](/topic/$tcehy)
[$bidu](/topic/$bidu)
[$baba](/topic/$baba)
[$kweb](/topic/$kweb)
[$remx](/topic/$remx)

[Post Link](https://x.com/LordPos3idon/status/1946095697444647335)