Tell me who is surprised by this? I have been saying this many times. Taiwan will not be the next conflict after Ukraine war, it will be Iran, and here we are. Now Israel and Iran is fighting a full blown war with no end in sight. Now the US war plan...
theguardian.com/world/2025/jun…2. Against China that scheduled to take place around 2027 just went up in smoke thanks to Bibi 🤭. Now Israel is going to suck up even more US THAAD interceptors, missiles, JDAMs. With rare earth embargo, Every missile fired by Israeli or US militaries now becomes irreplaceable..
Jun 9 • 8 tweets • 2 min read
Like I said previously, Restrictions on rare earth export are national security based and are part of a framework established long before trump came to power, they're also global. The US also has nothing to exchange. China already solved the chip...
cnbc.com/2025/06/06/tru…2. Problem. While the US still has no solution on how to process rare earth anytime soon. What the US is getting is 6 months licences, amount will be monitored or capped.
Dependent on how trump and his team gives concessions, the duration and amount can change. China from now...
Jun 2 • 7 tweets • 2 min read
Look at this, this just showed how unprepared the 🇺🇲 is 🤭
They really had no contingency at all after all these years,
China only agreed to suspend non-tariff countermeasures against the US, but rare earth export control was a global measure...🧵 wsj.com/world/china/u-…2. Which means that the loopholes of buying through South Korea and Japan is finally closed. Now they are desperate, my guess is this export control has started taking their toll on the US and their stockpiles is critically low. It's actually amazing when you think about it...
May 13 • 13 tweets • 3 min read
Looks like the US has raised the white flag 🤭 what can I say? Like chairman Mao used to say, the americans are not reasonable, give them no choice then they will be reasonable. As long as I can remember, 🇨🇳 always did 3 things to undermine 🇺🇲 power...🧵
bloomberg.com/news/articles/…2. • Direct intervention such as Korean War or lately trying to distance herself from the US Dollar hegemony.
• Try to split the american alliances.
• Hurt US politicians domestically by withholding big orders for stuff.
Since the trade war started this round with Trump short.
May 7 • 4 tweets • 2 min read
What can I say? 🤷♀️ One of the Avichina stocks listed in HK went up 6% in an hour after opening. I bet many middle Eastern countries are going to write blank cheques on Chinese military companies now 🤭...short 🧵
2. I remember this indian infographic from a year or two ago. this aged like fine wine 🤭 Can you imagine if actual J-20s are up against rafale? It would be like F-18 against Mitsubishi zero 🤣...
May 4 • 9 tweets • 2 min read
Now I understand why trump is so desperate for Xi to pick up that phone, hyperinflation will hit not only for consumer products but also food as well. China is supposed to have less arable land than the US but food isn't expensive in China...🧵 yahoo.com/news/spooked-t…2. yet in the US, prices keep go up and up and up. How is it that in China food is cheap while in agriculturally bountiful US it's expensive? Most meat is expensive in the US. Why? With all the agricultural surplus in the US, feeding livestock shouldn't be a problem. The answer..
Apr 28 • 4 tweets • 1 min read
That's too late, its very likely that stock has been resold and production schedules rebooked.
China has been incredibly quick in announcing support for domestic firms impacted by the tariffs, one of the core measures is to help suppliers find new customers. It’s been nearly...🧵
2. a month since the tariffs were announced. Especially if american business represents a significant proportion of a Chinese manufacturer’s order book, they would not have been just sitting on their hands staring at the phone desperately waiting for a call back like...
Apr 26 • 14 tweets • 3 min read
This just shows how desperate Trump is to make up an obvious lie like that 🤭 I dont think he has mentally adjusted to the reality that China has already wrote US off. This is total decoupling, that is what the americans wanted, and we finally ...🧵
abcnews.go.com/amp/Internatio…2. Said let's do it for real this time. This US is like a customer who contributed 11% of your profits, suddenly demanded to take over your factory and make you work for him instead in return for a meager salary. Of course the factory owner would prefer not to do any business...
Apr 18 • 14 tweets • 3 min read
This basically an admission that US has become the underdog and they only way to possibly confront China would be with 100+ allies🤭 The only people who still honestly think that US can solo China with leverage, are poorly-educated angry MAGA...🧵
bloomberg.com/news/newslette…2. People who think that selling to the US is 80% of China's GDP. The only problem with that strategy is, these "allies" are even more dependent on Chinese market, industrial supply chain and critical inputs. Like I wrote before. Every supply chain on earth pass through China...
Apr 13 • 10 tweets • 3 min read
Haha I didn't even expect Trump to blinked this quickly 🤭basically no tariffs on electronics and solar products. these products make up around 43-45% of China’s exports to the US—that’s somewhere between 225 and 236 billion for a year. So much for 🧵...
bbc.com/news/articles/…2. the tough talk about decoupling from all the maga supporters, turns out US can’t just cut off China, who would have thought Here are the complete list of exemptions, as you can see there are many critical inputs that the US simply cannot produce... content.govdelivery.com/bulletins/gd/U…
Apr 7 • 6 tweets • 2 min read
this is an important detail in China's export control on rare earths: it's not just against the US, it's global. In other words China already low-key established the mechanism to actually embargo the US from access to any and all manufactured goods regardless if the company...🧵
2. tries to produce them in third party countries, for example if you sell anything to US that China doesn't like, you get cut off from electric motors, or anything else China adds to export control.
China is playing for either unconditional american surrender or annihilation..
Apr 6 • 9 tweets • 2 min read
Well, as expected China retaliated with a tariffs of her own, it was quick wasn't it? 🤭 this is the problem with americans, is that they always think that only them have the right to strike. They always forget that other countries can counterpunch...🧵
reuters.com/world/china-hi…2. It is obvious trump's tariffs are meant to force manufacturers to move to the US to reindustrialize america. Well apparently China heard that US wants to reindustrialize and decided to casually throw a rare earth ban mini-nuke at it to welcome that effort 🤭 you see if ...
Apr 4 • 13 tweets • 3 min read
Who would've thought,trump wants to fight a trade war not only with China but also the whole world 🤭 from allies to enemies alike, everyone got hit by tariffs 🤣 from all self inflicted wounds the US did to itself, this would be arguably the worst...🧵
bbc.com/news/live/cvg5…2. This move is mind numbingly dumb, when you tariff everyone you're better be sure yourself is more competitive than everyone. US is not, which means this just leveled the playing field for China and turned tariff into an effective corporate tax hike, which will be passed...
Mar 31 • 5 tweets • 2 min read
Oh Peter you naive silly old man, if you really think like that, you won't last long as secretary of defence 🤭 don't you know Washington priority no 1 is Israel, no 2 is still Israel, no 3 guess what? It's Israel 😂 do you think Netanyahu who owns...🧵
washingtonpost.com/national-secur…2. The entirety of US government including your boss Trump, will let US forces focus on China while Iran still standing? 🤭 Just look at the movement of US strategic assets; 7 B-2 bombers and 10-11 KC-135s moved into Diego Garcia. Alongside a bunch of C-17s and B52s plus USS...
Mar 27 • 6 tweets • 2 min read
Of course China will reject this "fraud" offer. CPC leaders are not morons. This “reprieve” will only last until the US government controls TikTok. Then they will attempt to strongarm China into selling anything else they deem an “national security...🧵
yahoo.com/news/china-reb…2. Threat to the US. If you give in to the pirate/bandit/brigand he'll never leave you alone. Trump looks so desperate in making a deal because so far no one with actual power in Beijing is willing to negotiate with him, that's why he is desperate. Why would Bytedance willing...
Mar 24 • 11 tweets • 3 min read
So now we finally saw the US NGAD concept. While J-36 and J-50 has flown at least twice so far. All I see of US 6th gen are declarations, announcements, and some CG renders for it. Until I see it flying, I don't believe anything regarding its ...🧵
npr.org/2025/03/22/nx-…2. Development status. As they say, show me the money (plane) 🤭 Now imagine if the situation were reversed. Xi showed CG renders of something like J-36 in his office and claimed that it is better than anything out in the world and is the only sixth gen in the world and it has...
Mar 20 • 10 tweets • 2 min read
This is another unmistakable sign of decay and decline. The cancelation of birthright citizenship is a huge ideological shift in the US. It cannot be understated. It means the US no longer believes itself to be a rich and innovative society. In the...🧵
nbcnews.com/news/amp/rcna1…2. past the US was ideologically a pioneer society limited by labor. Resources are rich, all you have to do is work hard and get them. The distribution problem can be overlooked as the cake is big enough. Everyone is invited to work hard, make money and pay taxes. Now the US...
Mar 18 • 18 tweets • 4 min read
THE US COLLAPSE, SOVIET STYLE OR WORSE? Part 2 THE DEMOGRAPHIC DESTINY. In my previous🧵. I mentioned the US suffered from severe economic mismanagement resulting in its eventual decline. But even more bigger problem is the internal division in American society. The US is way..🧵
2. more divided internally than China. In terms of internal divisions, they’re practically on par with failed states. If you factor in internal stability as part of a nation’s overall “defense,” the US isn’t even a superpower anymore. What is the primary cause of this internal...
Mar 17 • 10 tweets • 2 min read
THE US COLLAPSE, SOVIET STYLE? OR WORSE? This 🧵 will be a two part 🧵 of my view about the decline and eventual collapse of the US as a nation, what causing it, and what are the similarities between the US and the late USSR.
It is without a doubt that the US is rapidly...🧵
2. Declining as a nation. They’re grappling with an accelerating internal collapse, layer upon layer of societal decay, political turmoil, astronomical debt, declining living standards, rising inflation etc. What causing all of these? the US suffered from economic mismanagement..
Mar 13 • 9 tweets • 2 min read
Walmart has the gall to demand Chinese suppliers to take 100% of the tariff cost which will push Chinese suppliers into bankruptcy. Now the CPC is getting involved. The CPC will no longer allow foreign companies to press Chinese companies like this...🧵
asia.nikkei.com/Economy/Trade-…2. CPC won't let 🇨🇳 companies to take the hit on the Trump tariffs. Walmart is gonna get into serious trouble for this. If they still want to double down on this, Chinese companies have the right to refuse loss-making business with them, they are welcome to find alternative..
Mar 11 • 8 tweets • 2 min read
The one thing that I noticed from the US and the West in general, is that they like politics but hate governance. Once they got into power from politics they failed to govern. How else can you explain, layer upon layer of societal decay, political turmoil, deepest political...🧵
2. Polarization, record homelessness, record inter-racial tensions, cost of living crisis, drug addictions, etc. Situations that resemble failed state has existed in the US. Because they CAN'T govern. Per oxford dictionary: Politics: the activities involved in getting and using..
2. I remember this indian infographic from a year or two ago. this aged like fine wine 🤭 Can you imagine if actual J-20s are up against rafale? It would be like F-18 against Mitsubishi zero 🤣... 