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Feb 18
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$12.52
$12.52
+0.0%
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LONG
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Thread Guy
Crypto influencer, independent
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The speaker notes that "4 out of the top 5 AI models by global usage are Chinese," BYD sold 50% more EVs than Tesla, and Chinese consumer apps (TikTok, games) dominate culture. The market consensus is that China merely "steals" IP, but the data shows genuine technical breakthroughs and superior unit economics (Minimax is 20x cheaper than US counterparts). As China dominates both "Atoms" (manufacturing) and "Bits" (AI/Apps), their equity valuations are disconnected from their actual dominance. LONG Chinese tech and manufacturing leaders as they capture global market share in EVs, AI, and culture ("Chinamaxxing"). Geopolitical sanctions; US trade barriers blocking Chinese products. |
Thread Guy
It's Time To Start Chinamaxxing..
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Feb 18
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$12.52
$12.52
+0.0%
|
N/A
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Finnhub News
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— |
Finnhub - BYDDY
Jim Farley Says Ford's Universal EV Platform ...
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Feb 17
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$12.44
$12.52
+0.6%
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N/A
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Finnhub News
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— |
Finnhub - BYDDY
Ford CEO Floats Bold China JV Plan To Trump T...
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Feb 16
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$12.26
$12.52
+2.1%
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AVOID
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Mark Cranfield
Cross Asset Strategist, Bloomberg
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These companies were added to a Pentagon list of firms working with the Chinese military, then the list was withdrawn/redrawn, creating confusion. While being on the list doesn't immediately sanction them, it "makes it difficult for US businesses to do business with their Chinese counterparts" and lays the groundwork for future, more serious sanctions. AVOID due to heightened geopolitical risk and regulatory uncertainty ahead of the Trump-Xi meeting in April. The list could be permanently scrapped, removing the overhang. |
Bloomberg Markets
Rubio Warns Europe & Warner Bros. Mulls New P...
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Feb 14
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$12.26
$12.52
+2.1%
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WATCH
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Steve Rattner
Economic Analyst / CEO of Willett Advisors
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"BYD could sell... EVs here at I think conservatively at $10,000 less than a comparable US car... consumers would be amazed at how inexpensive and how good these cars are." BYD is fundamentally the superior manufacturer with a massive cost advantage. Currently, they are blocked by 100% tariffs. If trade wars escalate or conversely if tariffs are ever relaxed to fight inflation, BYD is positioned to dominate globally. WATCH. The company is fundamentally strong but politically blocked in the US. Permanent exclusion from Western markets via tariffs. |
Bloomberg Markets
Is Trump’s Manufacturing Comeback Real?
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Feb 13
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$12.26
$12.52
+2.1%
|
SHORT
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@zerohedge
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The Pentagon has named Baidu, BYD, and Alibaba as companies aiding the Chinese military, which is negative news for their stock performance. |
@zerohedge
*PENTAGON NAMES BAIDU, BYD, ALIBABA AS AIDING...
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Feb 13
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$12.26
$12.52
+2.1%
|
N/A
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Finnhub News
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— |
Finnhub - BYDDY
Tesla Rival Xiaomi's YU7 SUV Overtakes Model ...
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