So Elon is in 🇨🇳 just a day after blinken left and he even got to meet with Li Qiang, wasn't he supposed to go to 🇮🇳? modi must feel hurt he got stood up by elon 🤭 it's obvious the negotiation between Tesla and 🇮🇳 govt is not going well...🧵

aljazeera.com/amp/economy/20… 2. Elon has previously complained that 🇮🇳 import duties are the highest in the world and he was hoping for temporary tariff relief for electric vehicles. I guess 🇮🇳 govt unwilling to give concessions, they are also unwilling to tailor their policies for Tesla, the way 🇨🇳 did...

Judging from the press conference after he met with Xi, obviously he has failed trying to pressure 🇨🇳 to stop all trade with 🇷🇺 🤭 does he really expect Xi to betray 🇷🇺? knowing full well the whole west will gang up on 🇨🇳 after 🇷🇺 fall? This is what...🧵

politico.com/news/2024/04/2… 2. 🇺🇸 diplomacy these days. 🇺🇸 only knows two ways of getting things done: war and subterfuge. When these don't work, cognitive imbalances erupt, making a mess of things that were already messed up 🤭Just look at how pathetic the diplomacy was of their top man blinken...

Raimondo's "my father lost his job to 🇨🇳" is an idiot 🤭 and her interview was made to sway the ignorant, When the chip war started SMIC had a 14 nm FinFET process way back in 2019 Several companies had 28 nm processes before that like Hua Hong...🧵

cnbc.com/amp/2024/04/22… 2. Many people think the HiSilicon Kirin 9000S is the first Chinese FinFET processor that Huawei used in a smartphone. But that isn't true either. They produced the HiSilicon Kirin 710A with 14nm FinFET in 2020. The big difference here is Huawei Mate 60 is an actual 5G smartphone

So here is my review about last night 🇮🇱 strike against 🇮🇷, so that's it? 🤷‍♀️ That was underwhelming to say the least 🤭 they responded to ~300 drones and missiles with 3 small drones, which may have been shot down? That makes 🇮🇱 look rather weak...🧵
apnews.com/article/iran-i… 2. this was unexpectedly weak from Israel, and it would have been far less humiliating to not have bothered. Because even if Iran doesn’t strike back, this weak attempt won’t remotely satisfy Israeli internal demands for a powerful response. It maybe Israel was trying to bait...

Finally Iran has pulled the trigger and launched an unprecedented attack against 🇮🇱 so now let's discuss the geopolitical and military implications from this attack, first for military outcomes from that strike:It's clear Iran took measures to deliver..🧵

theconversation.com/irans-unpreced… 2. carefully calibrated response designed to restore deterrence which hopefully will prevent 🇮🇱 from going into all out war. This attack was not meant to cause mass death and destruction so 🇮🇷 did not use it's top of the line weapons systems. Iran sent slow moving drones...

Biden's victory over inflation is turning out to be fake as I always thought 🤭 I remember how media and Biden took victory laps over huge govt budgets in 2022. I also remember "We defeated inflation" narrative of 5 months ago. Gaslighting is the norm it seems for 🇺🇸 govt...🧵 2. I got pretty suspicious when I saw a bunch of high-interest banks in Q1 offering long-term CDs at close to the current Fund rate. Wouldn't make sense if they were expecting a rate cut midyear. This helps explain their moves; they probably got advance notice
either directly..

Now here is a new 🇺🇸 phrase "overcapacity" 🤭 more like an excuse they can't compete at their own game capitalism, in the old days capitalism means production, now the 🇺🇸 can't produce no more and is asking 🇨🇳 to sabotage her own economy 🤣...🧵

reuters.com/world/china/us… 2. This is prime example why 🇺🇸 propaganda is only for the brainless and people who cannot think logically, which is most of the 🇺🇸 population.
We are now being told two separate narratives of the 🇨🇳 economy from the 🇺🇸 media, and the 🍄 lady Yellen 🤭 one is that 🇨🇳 economy...

Many people asked this question, will 🇨🇳 use lethal force against 🇵🇭? The short answer is no. 🇨🇳 does not gain anything even if she curbstomp 🇵🇭 to a pulp. 🇵🇭 is like a noisy little guy taunting Mike Tyson. If the champ even bothers to raise his fist...

foreignpolicy.com/2024/04/02/chi… 2. it's a win for the little guy. Doesn't matter if the little guy actually fights and claims a honorable defeat or simply falls to the ground as soon as seeing Tyson's fist raised and plays the victim. The weak has everything to win since he gets nothing in the first place...

Haha now they moved the timetable again 🤣 I thought they said 🇨🇳 will invade Taiwan by 2030 🤷‍♀️ but today lets discuss about well known fact, in all of 🇺🇸 wargames about Taiwan invasion, every single one of them envisaging 🇨🇳 fighting a coalition of...🧵

japantimes.co.jp/news/2024/03/2… 2. 🇺🇸 allies from Japan, South Korea, Australia NATO, aliens etc alone, like rambo 🤭 totally ignoring the fact that 🇨🇳 has mutual defence treaty (MDT) with North Korea, the only country in the world in which 🇨🇳 has a MDT akin to article 5 of NATO. Any military officials from...

Does he know that Xi Jinping is having a good time with CEOs from his overlord the 🇺🇸 right now? And all global business leaders are in Hainan including world Bank president 🤭 why aren't they in UK meeting this clown instead? Because no one likes broke people that's why..🧵 🤷‍♀️

https://twitter.com/David_Cameron/status/1772319097897804178

2. You see before this Boao forum in Hainan, and CEO meetings in Beijing, There was that big summit in 🇦🇺 with ASEAN attending.
Anwar Ibrahim made a speech, rejecting any attempts to force third countries to take sides in the dispute between 🇨🇳 and 🇺🇸...

If anyone knows just a bit about ISIS and Afghanistan, you will realize that is one of the biggest farce propagated by the US. If anybody knew the social and religious ideology of Taliban and even the opponents of Taliban in 🇦🇫 and of Afghans...

theconversation.com/isis-ks-attack… 2. You'd know that it's impossible for ISIS to proliferate, let alone survive, in that country. Afghans and Taliban are Deobandi and Hanafi, while ISIS is Wahhabi and Hanbali. It's literally like water and oil in ideology. If you sit back and think about it, ISIS was a really...

Rather uncharacteristic for 🇨🇳 to be this direct, however it's certainly possible. We are potentially entering a rapid paradigm shift in 🇺🇦 where
macron is openly and repeatedly talking about sending in French troops directly...🧵

msn.com/en-in/news/wor…
2. and officially into Ukraine to prevent a total Russian victory. That would be a massive escalation and only a tiny step away from NATO fighting Russia directly in Ukraine. Which would be an absolute red line for China, as the Russians would resort to nuclear weapons...

I am sure that Bytedance CEO would love to sell TikTok to appease the 🇺🇸 but unfortunately for him &his billionaire buddies CPC is in charge. And for the CPC, no way in hell it would agree to sell TikTok under duress. There are actually two big...🧵

cnbc.com/amp/2024/03/14… 2. Issues at play here: first is that there is a non-US propaganda controlled social media platform in the West available to the public. US was half-ok after China fend them off the first time, but after the Israel war, it is now 100% intolerable to the US elites because it...

🇨🇳 military modernization is rapid and staggering in all areas, but one area that I pay especially close attention to is the growth of 🇨🇳 nuclear forces, on this 🧵 i will discuss 🇨🇳 nuclear fuel production capacity, just be cautious this 🧵 is full of technical jargon...🧵 2. China is currently the second largest producer of nuclear fuel in the world. We plan to achieve production levels close to Russia by 2030.
China's SWU capability can achieve 4.41-5.9 tons of weapon grade nuclear enriched raw materials for every 1000 tons of SWU produced...

Many people seems to think that 🇨🇳 is too passive and timid in the face of 🇺🇸 provocations, and this passivity will make 🇨🇳 less respected by both enemies and allies, it maybe so, but if you have studied the flow of history and events since cold war, like I do, and out of all🧵.. 2. the actions and events that have played out over the past 4 decades only 🇨🇳 responses and developments have ever matched and often exceeded my own expectations (especially when compared to their erstwhile opponents such as the Anglosphere nations, 🇯🇵, 🇰🇷 etc) that is why...

So how would 🇨🇳 react to this provocation? Most likely 🇨🇳 will react to this asymetrically, 🇨🇳 can retaliate in other advantageous place. Some discount steel pipes and "chemical fertilizers" 🤭 to Hamas and hezbollah will hurt 🇺🇸 ruling class more than a few green berets...🧵

https://twitter.com/TaiwanDefenseU/status/1754905398090531278

2. In kinmen Island, this provocation is obviously a bait for 🇨🇳 to react in a similar manner, and increasing tension in 🇨🇳 periphery, why should we take the bait? 🤷‍♀️ our response is aimed to sap 🇺🇸 strength and stamina in other theaters on conflict, why lit fire in our own...

It's obvious that 🇨🇳 is the world sole manufacturing superpower, but what industries that the 🇺🇸 still have advantages over 🇨🇳? Its semiconductor and aircraft engine industries, therefore we see 🇺🇸 sanctions on 🇨🇳 are focusing on those 2 sectors...🧵

cepr.org/voxeu/columns/… 2. However there is one aspect that most people usually ignore or they don't know.
🇺🇸 is the biggest net importer of capital goods excluding aircrafts. this percentage is on rapid rise, therefore 🇺🇸 advantages over 🇨🇳 in these 2 sectors are only apparent if you includes...

Interesting development, but however, you spin this news, this is a lose-lose situation to the 🇺🇸 Abandoning Syria and Iraq = losing geopolitical influence abroad especially in ME.
However, no matter what they do, they have little chance to win the hot war against 🇨🇳...🧵

https://twitter.com/StarboySAR/status/1750379987210027229

2. The 🇺🇸 Empire is in a perma-loss state.
🇨🇳 probably has more industrial capacity than the entire world combined (manufacturing, mining, refining, construction, utilities), and more manufacturing in real terms than the entire West combined. More than double the electricity...

Boeing used to be the benchmark of 🇺🇸 industrial excellence, no longer, its quality issues is part of larger symptoms of 🇺🇸 industrial rot that has been going on for decades, The 🇺🇸 switched from the best form of capitalism; industrial capitalism...🧵

businessinsider.com/ryanair-ceo-co… 2. actually producing tangible things like 🇨🇳 is doing for example, to financial capitalism, in general in the last few decades, so of course companies still have to do anything with physical manufacturing like Boeing will have worse and worse conditions to operate in as the...

There are s**t tons of reasons why the 🇺🇸 will lose a war against 🇨🇳 so numerous that if I write them all in details I could write a book 🤭 from 🇨🇳 own escalatory dominance in 🇹🇼 strait and SCS to
How easy it is to distract the 🇺🇸 due to its commitments worldwide, a long 🧵... 2. 🇺🇸 dependence on 🇨🇳 industrial products, critical minerals, chemicals, to machinery spare parts, and electronics, but those are obvious for those in the know, but what not many people know is that the 🇺🇸 has a terrifyingly bad shortage of millwrights, what is a millwright?...

Let's end this year with another 🧵 about 🇹🇼 🤭 like I mentioned yesterday, We're dancing to the 🇺🇸 tune when we restrict ourselves to a Taiwan scenario that is both limited in scope, geography, timing and methods There's no indication China's planning any such contingency...🧵 2. certainly not a war over 🇹🇼 waged to the 🇺🇸 liking, such as zerg rush ww2 Beach landing 🤣 The 🇺🇸 media hyping such a war is just a symptom of the 🇺🇸 complex of delusions and its attempt to negate reality's intrusion into those delusions. The fundamental dynamic to consider...