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Geopolitics, Military, Economy
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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..
Mar 6 6 tweets 2 min read
This is the strongest statement I have seen by China. Even during the peak of first trade war during trump first term, China never sent a statement as strong as this. There is a clear shift of rhetoric. A harbinger of things to come. First you change the words to prepare..🧵 2. the ground, then you actually change your actions.
Basically, if they are already talking strongly like this, if you know Chinese culture, diplomacy and level of statecraft, they are really 99+ out of 100 times sure to defeat the US across all dimensions already today. This...
Mar 1 8 tweets 2 min read
If I were in charge I’d apply 1 trillion dollar fee per port call Let the US blockaded itself 🤭There are so many ways China can counter this. First of all Ships take years to build, so immediately US policy will just lead to shipping companies reallocating existing ships...🧵 Image 2. Then the companies have to make a choice, do they bet US policies will remain by the time their orders gets built.
- Among shipping companies that bet US will retain policy, and place order with Korean and Japaneses yards, those orders will drive up price and delivery time...
Feb 24 12 tweets 3 min read
You may wonder why is Trump keep floating the idea of arms control with China, when obviously China would refuse it outright. No nuclear armed country would accept arms control without nuclear parity with the hegemon. Thats why there is only arms...🧵

apnews.com/article/trump-… 2. Control between US and Russia, not between US and UK, US and France, etc. Because only US and Russia has comparable arsenal. So for trump to insist that China signed arms control with the US means he is not confident the US can win nuclear arms race with China, why let me..
Feb 20 10 tweets 2 min read
For those who thinks that trump can easily drive a wedge on China-Russia defacto-alliance. Both Xi and Putin will visit each other countries. Both China and Russia are clear eyed about US "intentions" with their latest ukraine ‘peace’ talks...🧵
www3.nhk.or.jp/nhkworld/en/ne… 2. The US simply exhausted, Ukraine is like an gangrene infected leg. He is cutting off an infected leg in order to save the body. Ukraine is an unwinnable war that just drains Western and american resources. the US won't be able to extract more value as the war progresses...
Feb 15 8 tweets 2 min read
Trump is basically admitted America is broke and can't afford its military budget 🤭 with recent budget cuts on almost everything, it's obvious the US trying to escape being the Soviet Union and overspending on military industrial complex. If the US...🧵

aljazeera.com/amp/news/2025/… 2. Is a boxer, he's gassed out and hurt in the boxing ring so he's proposing we all take break. Screw that; we're just warming up! Chinese military engineers are waking up every day eager to run new tests on upcoming designs while US federal employees are watching their...
Feb 11 12 tweets 3 min read
Americans always so paranoid of Chinese spies in their ivy league universities, but if there is a 🇨🇳 spy in the US, he is most likely be Elon 🤭 I can't think of another billionaire that has done more to help China (maybe Trump). Elon stole from US taxpayers and developed...🧵 2. major EV supply chains in China. He is single handedly using US taxpayers to make China dominant in EV batteries and cars 🤭 Now he is even fanning the flame of US internal conflicts by auditing govt agencies during tax season, he is exposing ...

cbsnews.com/amp/news/what-…
Feb 10 8 tweets 2 min read
Sometimes I feel, trump and Elon or both are Chinese agents 🤭 with USAID destruction, threatening and tariffing allies, and rubio embracing multipolar world, if they are Chinese assets then they are doing really good job, because the dismantling...🧵

reuters.com/world/us/trump… 2. Of USAID will be the biggest own goal by an american administration since the Afghanistan fiasco. EU, the Middle East and South America will be open to Chinese and Russian influence and there will be no way to rebuild such an organization quickly, even after Trump leaves...
Feb 5 6 tweets 2 min read
China has retaliated to US tariffs. I don't think Chinese retaliations were this swift in the past. They were always considerate to try and negotiate first.
The retaliations are also disproportionate and multi domain, because now China is also going after Google which means...🧵 2. It paves the road for Android's replacement and HarmonyOS' widespread adoption on the Chinese market. This is also a side warning for apple with iOS in the Chinese market. Tim have got to lobby trump 🤭 I think CPC retaliated this fast because they know what trump is like...
Jan 31 6 tweets 2 min read
Look how time is changing 🤭
just couple of years ago, they thought all Chinese scientists were spies. Now they want Chinese engineers 🤣 why would any Chinese engineers want to risk jail time on federal prison on bogus charges 🤷‍♀️ and why Chinese?...🧵

scmp.com/news/china/art… 2. Why not Indians on HB1 visa? Aren't they capable of innovating? 🤭 They are already CEOs on many of your tech firms 🤷‍♀️ or are you finally realizing that the indians simply can't beat Chinese talents? When most of your AI researchers are Chinese that's the inconvenient truth...