EV_Enthusiastic

4.5K posts

EV_Enthusiastic

EV_Enthusiastic

@Progrs_Forward

Napa, CA Katılım Aralık 2022
401 Takip Edilen586 Takipçiler
Johannes Maria
Johannes Maria@luo_yuehan·
The USA is crying 😭 Bessent: "The world cannot take a China with a trillion-dollar trade surplus"
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Arnaud Bertrand
Arnaud Bertrand@RnaudBertrand·
Unreal... The sheer chutzpah of calling China an "unreliable global partner" in this context when you're the ones who caused the disruption. Like a pyromaniac lecturing someone for buying too many fire extinguishers during a fire they started.
Reuters@Reuters

US Treasury Secretary Scott Bessent said China had been an unreliable global partner during the Middle East war by hoarding oil supplies and limiting exports ‌of some goods, mirroring its actions with medical goods during the COVID-19 pandemic reut.rs/4tRuUvZ

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Brian Tycangco 鄭彥渊
Brian Tycangco 鄭彥渊@BrianTycangco·
This is just my observation as an Asian living in a country severely affected by the Middle East war. Contrary to some claims, China has been a very reliable global partner when it comes to trade and finance. During COVID, most of the products used in our country came mostly from China with very few shortages. China even donated ventilators, masks, suits and vaccines even as most of its citizens remained in strict lockdown. The flow of normal trade was not impeded or restricted as countries reopened. China made goods exported deflation at a time demand came roaring back, keeping overall inflation manageable for vulnerable economies. It’s common knowledge that the cost of car ownership has soared following the pandemic. This put the dream of owning a car for tens of millions out of reach. But with the arrival of low cost but good quality Chinese brands, not only do consumers now have a choice but this has also forced Western brands to reinvent themselves to be more consumer friendly and affordable. In the context of what’s happening today, China didn’t launch a war in the Middle East overnight that turned the global energy markets upside down and sent oil prices doubling. Yes, China was busy accumulating oil while it was low to ensure its people had more than enough supplies to get through an oil supply shock. If it didn’t do this, the global oil crisis will certainly be 2X worse at the least. China did decide to restrict exports of sulfuric acid - a key component in production of fertilizer - but it gave countries adequate warning that this would happen. It needs to ensure food safety of its own people above anything else. I don’t blame them for doing so. Is China perfect? No. Does it have problems? Definitely. Has it acted against its neighbors in certain ways? Yes, largely under pressure from geopolitical counterparts. Can it do more to help the world as the 2nd strongest global power? I think so. Non-interference aims that things don’t get worse. Sometimes they still do. With great power comes great responsibility, and the time will come when Beijing will need to step up to the plate.
Reuters@Reuters

US Treasury Secretary Scott Bessent said China had been an unreliable global partner during the Middle East war by hoarding oil supplies and limiting exports ‌of some goods, mirroring its actions with medical goods during the COVID-19 pandemic reut.rs/4tRuUvZ

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TheWaveCount
TheWaveCount@TheWaveCount·
$NIO Update Still bearish short-term. We are currently reacting well at the 61.8% Fibonacci level at $6.63, however, I still expect one final sell-off before Wave 2 completes and Wave 3 begins. My overall view has not changed. What's your take? Drop it in the comments 👇 Not financial advice
TheWaveCount tweet media
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Jon Erlichman
Jon Erlichman@JonErlichman·
Estimated profit growth in next 3 years: Tesla: +271% Palantir: +201% Broadcom: +144% Micron: +120% Vertiv: +100% Sandisk: +95% Uber: +93% Amazon: +75% Arista: +70% Nvidia: +68% ASML: +68% Meta: +62% Netflix: +61% Taiwan Semi: +57% Source: average analyst estimates
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Short the vix
Short the vix@shortthevix2·
$nio Bank of China raises price target to $14
Short the vix tweet media
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First Squawk
First Squawk@FirstSquawk·
US TSY SEC. BESSENT: A CHINESE EV IS A COAL-POWERED VEHICLE
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First Squawk
First Squawk@FirstSquawk·
BESSENT STATES CHINA IS AN UNRELIABLE PARTNER IN WAR; CHINA IS HOARDING OIL, BUYING MORE, AND STOPPING EXPORTS OF VARIOUS PRODUCTS.
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EV_Enthusiastic
EV_Enthusiastic@Progrs_Forward·
@business If the US auto industry wants to survive, it needs to stop crying to Washington and start out-innovating Shanghai. Eventually, the global consumer will choose the best product. Right now, that isn't coming from Dearborn—it’s coming from the firms that actually did the homework.
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EV_Enthusiastic
EV_Enthusiastic@Progrs_Forward·
@business 👇 Follow the money: US automakers funneled billions into stock buybacks for years to please shareholders, while Chinese EV firms treated every cent as an investment in the future. Now, Detroit wants government protection from the very innovation gap they funded themselves. 👇
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Bloomberg
Bloomberg@business·
Ford’s top executive says allowing Chinese automakers to sell their cars in the US would be “devastating” to American manufacturing bloomberg.com/news/articles/…
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EV_Enthusiastic
EV_Enthusiastic@Progrs_Forward·
@business The hypocrisy? Ford is profitable in China because they use Chinese supply chains to export cars elsewhere. They want the efficiency for their own margins, but want to block the originators from competing on US soil. That isn't "fair trade"; it's a forced monopoly. 👇
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EV_Enthusiastic
EV_Enthusiastic@Progrs_Forward·
@business Why should American/Canadian consumers pay a "mediocrity tax"? By using 100% tariffs to lock out better tech at lower prices, the gov isn't just protecting jobs—it’s denying citizens access to the best tech for their dollar. Protectionism is a sedative, not a cure. 👇
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EV_Enthusiastic
EV_Enthusiastic@Progrs_Forward·
Yes and BOCI just slapped a $14 PT on $NIO 🚀🚀🚀 With "boots on the ground" in China, they caught the $XPEV rebound in in 2024 & $BYD surge before the West did. When they call a "profitability inflection point," history says pay attention. 📈 #NIO $NIO #EV 🤩🤩🤩
NIO Admirer@NIOAdmirer

BOCI Raises $NIO TP to US$14

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