Samson Li
10.5K posts
@SamsonLi7
INTJ A Hong Kong based researcher for the Dutch Commodity Discovery Fund. https://t.co/IXEhby0qNR Comments are my opinion only
Q: "Why didn't you tell U.S. allies…about the war before attacking Iran?" President Trump: "We wanted surprise. Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor?"
Kings rookie Maxime Raynaud career-high 32 PTS (13-25 FG, 2-5 3P, 4-4 FT), 9 REB, 3 AST, 1 BLK vs. Spurs 2nd in total rebounds/6th in total blocks/7th in total points by a rookie this season
Q: Are you afraid that if you put boots on the ground in Iran, it could be another Vietnam? TRUMP: No. I'm really not afraid of anything.
We paid 7.5 dollars to fully charge the electric car! Nobody in China cares about the oil wars anymore
The obvious Hormuz trade is oil. The less obvious one is sulfur moving through #uranium. ~24% of global sulfur comes from Gulf producers. ~50% of seaborne sulfur moves through Hormuz. China sulfur prices already hit record highs. Kazatomprom already flagged acid shortages once.
*TRUMP SAYS COULD DELAY SUMMIT WITH CHINA’S XI: FT
Donald Trump said he could delay his planned summit with Chinese President Xi Jinping if Beijing doesn’t help unblock the Strait of Hormuz, the Financial Times reported, citing an interview with the US president bloomberg.com/news/articles/…
China sellside insight: #rareearths is their strongest conviction (their words) with supply deficit 10% in 2026; #TbDy is still massively being undervalued. Market has underestimated the demand to stockpile overseas. Expect Chinese REE producers have further 50-100% upside.
@samfolkk Folks really said Gradey was the best shooter in his draft with Wemby, Reed, Castle, Cason Wallace, and Keyonte George 😵💫
China sellside insight: #tungsten is the perfect conviction (their words) - in WW1, tungsten was more expensive than gold, and during the 70s cold war era, tungsten price surged 700% in just 1 year. Current global stockpile at low levels. #moly is the cheaper replacement for tung
Barnes will “fight through” his illness and play tonight vs Phoenix, Rajakovic says. Murray-Boyles remains out. Darko says he still can’t grip the ball with his left hand. They haven’t talked about surgery.
