Ken

@BeijingDai 共产主义是人类的最高理想，并且是资本家的掘墓者

The Americans are out of moves. They've even coined a new term — "AI communism" — to smear China's open-source AI. But I have a feeling that China's open-source AI will become so overwhelmingly successful that it will actually start to make "communism" — a word that has been stigmatized in the West for the past century — shine from the dust. In other words, communism will not drag China's open-source AI down. Rather, China's open-source AI will drag communism up.

@HouseGOP 现在投降即最好的条件，以后美国再也没有比这更好的投降条件

Freedom isn’t negotiable. America will NEVER bow to communism. 🇺🇸

@pibblepatriot2 @kim_farry @NikkiHaley 美国送给伊朗导弹，伊朗用这个导弹炸自己学校？真是快乐教育弱智多

@kim_farry @NikkiHaley No we didn’t strike the school. Iran did that by accident and admitted so. The problem is the missile was American made. We gave it to them. So… sounds bad to say that. But we have paid for both sides of every conflict and provided the weapons for them for our entire lives.

It is important to remember that yes, Iran struck our military bases and killed and injured many soldiers but who is giving them the satellite imagery to do so? China and Russia.

@NikkiHaley 谁发起的战争？谁在谈判时间把别人的领袖斩首？不要b脸的美国

@nytchinese 太痛苦了，一元一个的鸡蛋吃不起了，只能吃肉了

中国是世界上鸡蛋消费量最大的国家之一。数据显示，该国鸡蛋批发价格创下10年来的新高。甚至连官方媒体也开始用“火箭蛋”一词来形容价格的飞涨。在这个仍在努力摆脱通缩的经济体中，蛋价暴涨显得尤为令人痛苦。cn.nytimes.com/business/20260…

@jessyshen 屈辱就别坐啊

屈辱！ 高铁安检、拿着一瓶饮料 安检小姑娘非要让喝一口！验证下 尼玛 哪个国家有这么野蛮的安检？安检算铁道部吗？ 顾客买了票、不应该是铁道部的上帝吗？

@cischaba 琉球一直都不是日本领土，现在的状态是替美国代管，而中国也拥有在日本驻军和代管琉球的权利

台湾の事実はこれ。 中華人民共和国は1949年の成立以来、台湾を一度も統治していない。台湾では現在まで別の政府、行政、軍隊、司法、法制度が継続している。したがって台湾について問われているのは、単なる中国政府の交代だけではなく、そもそも台湾の領土主権がどの法的根拠によって中華人民共和国に帰属したのかという問題である。。。

@APompliano 美国禁止中国的电动汽车，中国的电动汽车成为世界第一，美国禁止中国光伏，中国光伏成为世界第一，现在美国禁止中国芯片，不就中国芯片也会成为世界第一，现在美国禁止中国模型，可中国模型马上就成为世界第一

Banning Chinese models is the most un-American thing we could do. Stop complaining and start competing. People won't use Chinese models if American companies build something better.

@APompliano 有一个事实就是特朗普不需要你们怎么认为，而是是否有利于他，至于那么服不服，那又怎么样

@IsabellaAn67 留台不留人也行啊，台湾岛属于中国，至于岛上的人愿不愿意留在中国，那他们可以选择

Chinese Foreign Ministry Spokesperson says, "Taiwan is an inalienable part of China" A lie, no matter how many times it is repeated, doesn't becomes a reality. Almost the entire Taiwanese population doesn't associated themselves with China. That's the reality!

@heanquan 太搞笑了，生物多样性的完全展示，有没有旧金山独，华盛顿独啊，亦或是伦敦独

沪独于2026年7月18日发表 #官方声明， 阐明外交立场： 1、我们忠于美国，支持美国政府的立场。 2、我们反对俄罗斯入侵乌克兰。 3、我们在其他国际冲突中秉持中立立场。 4、我们支持台湾政府反对中国武力威胁的立场。 5、我们支持西藏流亡藏人追求独立的立场。 6、我们支持维吾尔人追求东突厥斯坦复国的立场。 7、我们支持香港人主张香港独立的立场。

@bunnykoujou 日本的命运最终拥抱氢弹，至少两颗

2011年頃、中国が日本の新幹線の技術を導入したのに、中国はそれを「独自の技術」と述べていた。 その頃の印象が強い人にとっては、中国は「他国から盗んだ技術を使い、政府の補助金によってダンピングして輸出する国」だと思うのだろう。 しかしそれは１５年前の話。ネトウヨの知識は上書きされない

@BeijingDai 帝国陨落之前，有一个踩下坡油门的，而特朗普是踩的最卖力的那个。特朗普同志，辛苦了

Lost to China in 5G? Ban. Lost to China in EVs? Ban. Lost to China in PV? Ban. ...... ...... Lose to China in AI now? Nothing new. Ban.

@imjjinjjin @Coinvo 韩国都是被日本殖民过，背叛自己的祖国

@Coinvo China must eliminate its nuclear weapons first. China is constantly using tricks to invade neighboring countries. 🇨🇳

JUST IN: 🇨🇳🇯🇵 China has called on the international community to pressure Japan into abandoning its intentions to make nuclear weapons.

@RepRileyMoore 看着这些如智障般的发言真是让人欣慰

China is our greatest adversary. Why are we training and educating our enemies to work to destroy us? It doesn't make any sense. That's why I introduced the Stop CCP Visas Act to end student visas for Chinese nationals tied to the CCP.

@RepMaryMiller 看到美国上层智障的发言真是令人欣慰

Communist China is buying our land, infiltrating our institutions, and undermining our national security. End the student visas. Ban Chinese farmland purchases. Keep them out of our election systems. Rip Chinese solar off American soil. They are not our friends.

@yifaer_chen 发姐这么惨啊，回重庆吃小面啊

今天亏了41万！ 哀鸿遍野，无数人爆仓，指数居然还是红的？真特么的表脸啊。 外围科技股跌人家也没说普跌啊，缅A人家涨的时候你不跟，跌的时候全部板块都跌！据说🐶🐶队6🈷️底跑的？现在砸出一个大坑过阵子又来捡尸体是吧。 哎买了个表的。 今年亏成这样，每天一睁眼几十万没了，我都没钱交房租了。 我要去借钱过日子了。😭😭 完了，一切都完了。 淘宝店的衣服货款尾款还没和人家结呢，我说最近亏麻了，厂家说那月底吧，我说没问题。 结果现在看，吃饭都是问题！ 还好家里还有一些面，剩下的日子就吃面吧。出门连滴滴臭车都打不起了，要坐地铁了。 那些欠我钱没还的人赶紧还钱！妈的，没生活费了！

@qianmoinvest @TheLongInvest 5% share of cxmt

@TheLongInvest Don't forget they also have a share in CXMT

$BABA owns 36% of Moonshot Ai. remember, this is completely separate to Qwen Conservative estimates of Qwen are valued at $200 Billion Kimi (Moonshot) could reach the same valuation. $BABA currently has a market cap of $275 Billion. $BABA could 5 X from here

@WagsCap yes，target 200

let's talk about Chinese AI software first, $BABA and Tencent are Moonshot's big strategic investors, and Moonshot is raising $2B at a ~$30B valuation ahead of a potential Hong Kong listing. every point of K3 hype marks up Alibaba's stake. second, Qwen just lost its crown: K3 at 2.8T params is now the largest open-weight model, leapfrogging Qwen domestically, with DeepSeek V4 stable landing July 24 and MiniMax's 2.7T model coming in Q3. china's open-model race is now a knife fight, and Alibaba's own model family is no longer the obvious national champion. third, and this is the part the market misprices: Alibaba Cloud hosts everyone. whoever wins the model knife fight, the compute runs on somebody's cloud, and Alibaba has 35.8% of China's AI cloud market, more than the next three players combined. cloud grew 38% last quarter, AI product revenue has grown triple digits for eleven straight quarters, and AI is expected to be over half of cloud revenue within a year. management said in May they will likely overshoot the 380B yuan ($53B) three-year AI capex plan. the cost of that ambition is visible and ugly: capex up 80% YoY, free cash flow negative, adjusted net income down 99.7% ex-items in the March quarter, plus a quick-commerce price war eating the domestic margin, so the stock de-rated 40% because the market is punishing exactly the same thing it punishes Meta for: spending into the buildout with the payoff on a later tape. China also just started metering limited H200 imports back in, which directly relieves the compute constraint that K3's sold-out sign advertised, and chinese labs getting even second-tier Nvidia supply is an accelerant for Alibaba Cloud's order book $BABA is the cheapest way to own the China side of the AI buildout: 18x forward, $316B yuan in cash, a Moonshot stake as a free option, and a cloud business compounding at 38% while the market stares at the negative FCF line. the risks are real though and you know them: the profit collapse could persist another year if the quick-commerce war drags on, US-China policy can reprice the ADR overnight (the K3 weights release July 27 plus Xi's new AI governance body will pull Washington's attention), truce with China expiries in November, and there's no earnings catalyst until August 28. ranking against the three Americans: $GOOGL and $MSFT are cleaner holds into their prints. $BABA is the higher-beta, higher-drama satellite, but If you want China AI exposure, I would rather own the landlord (BABA cloud) than pick the model winner, because as of last week the model winner changes every ten days. next two weeks: drift up, call it 60% chance, the Kimi K3 weights release July 27 and the H200 import metering are China-AI tailwinds, Moonshot's valuation markup helps the stake, and there's no BABA-specific landmine until August 28.