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Feb 17
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AVOID
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Thread Guy
Crypto influencer, independent
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"Buying Chinese stocks... they're almost impossible to invest in because China does these like state-owned... companies... you get destroyed as an investor." Despite the host's bullishness on China's economic performance (EVs, AI models, consumer tech), the structure of the Chinese market and CCP intervention makes the equities "uninvestable" for Western speculators. Avoid direct exposure despite the "China Maxing" macro thesis. Missing out if China opens markets or sentiment shifts drastically. |
Thread Guy
China is DOMINATING the US in EVERY statistic...
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Feb 10
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LONG
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Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
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Following Bytedance's release of "Sea Dance 2.0" (video generation), "Chinese AI, media and gaming stocks they all surged... priced as an opportunity." Unlike the US, Chinese markets view AI as a productivity multiplier that will lower costs for media and gaming companies. Additionally, the lower capex burden ($70B vs $500B) implies better capital efficiency and less risk of cash-flow destruction. LONG. The market is rewarding the "efficiency" and "application" phase of AI in China, contrasting with the "infrastructure bloat" fear in the US. Geopolitical sanctions or regulatory crackdowns by the CCP on tech sectors. |
CNBC
U.S. vs. China AI spending gap widens
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