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A.J. Button
23.8K posts
A.J. Button
@AJButton2
Financial writer/journalist. Looking for value names in Chinese tech & AI. Follow for my latest investment ideas. https://t.co/uBk1Eap0Lq
Katılım Mart 2011
710 Takip Edilen8.4K Takipçiler
NVIDIA's China market share has DROPPED TO ZERO, thanks to a combination of export controls and domestic Chinese competition.
Huawei can produce chips equal to the best NVIDIA GPUs that can be legally sold in China, cheaper.
So, there's no more market for NVIDIA in China.
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@AJButton2 Drawing parallel to the race for network bandwidth in 5/6G , Huawei will DOMINATE in future. Sure it will take time since they are at 7nm equivalent, but if it’s regarding survival, this 5000 year old country will definitely see thru this generational strategy.
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"In Europe over the past five years, Chinese brands have gone from almost nowhere to nearly 8% of all sales,"
- Daniel Senger citing Schmidt Automotive Research
Mitch Presnick 柏力@mitchpresnick
China’s auto sector has become the world’s most competitive proving ground—brutal price wars, compressed iteration cycles, vertically integrated supply chains, and software-defined vehicles. Green tech and telecom equipment were the earlier arenas. The pattern is now well established. Biotech is next. The question is whether the industry adapts—or repeats the same strategic mistakes. The Owl view🦉: Competing with China in emerging technologies doesn’t hinge on marginal improvements. It requires a different operating model: moving beyond slow, siloed, shareholder-optimized, winner-take-all structures toward fast, integrated, ecosystem-driven systems. ———— Reposted from Daniel Senger on LinkedIn. “The market share of foreign firms in China has almost halved in five years, to around 30% in 2025. Moreover, in 2023 China passed Japan to become the world’s largest exporter of cars (see chart). In 2025 over 8m of its vehicles went abroad, nearly a third more than the year before. In Europe over the past five years, Chinese brands have gone from almost nowhere to nearly 8% of all sales, according to Schmidt Automotive Research, a consultancy. Incumbents are also under siege in markets from Mexico and Brazil to Indonesia and Malaysia. To help them catch up in EVs, foreign carmakers have also sought the assistance of Chinese firms. VW, which is launching 20 new models in China this year alone, has allied with XPeng, a local carmaker, and Horizon Robotics, an autonomous-driving startup. Toyota, which will make electric versions of its upmarket Lexus brand at a new factory near Shanghai starting in 2027, is working with Huawei and Tencent, two Chinese tech giants that develop software for cars, as well as Momenta, a rival to Horizon Robotics, and Xiaomi, a gadget-maker with a growing EV business of its own. BMW and Nissan have likewise teamed up with local companies. There is nothing wrong with embracing Chinese technology, supply chains and production methods and exporting them globally, reckons Patrick Hummel of UBS, a bank, as long as foreign carmakers are not “pushed to the passenger seat”. But as Tu Le of China Auto Insights, another consultancy, puts it: by relying on technology from Huawei and other Chinese companies for its new cars, what does Toyota now offer? Chevrolet’s attempts to rekindle sales in South America by putting its badge on evs from its joint venture with SAIC, another Chinese carmaker that has a presence of its own on the continent, risks promoting a rival at the American marque’s expense, says Felipe Munoz, an industry analyst. Moreover, relying too heavily on partnerships risks creating a dependency that cannot be broken. Philippe Houchois of Jefferies, another bank, thinks that foreign carmakers may intend to move away from Chinese partnerships in the future. But that could prove difficult unless legacy firms can transform into successful software-makers, a task at which they have so far failed. Mr Blume maintains that VW’s goal is to become a “leading tech player worldwide”. But its Cariad software division has struggled. Therein lies the challenge. To avoid falling irrecoverably behind Chinese competitors in EVs, incumbent carmakers may have little choice but to strike partnerships. But in doing so, they run the risk of ceding expertise in the areas that will define the future of the auto industry. That would leave them at the mercy of the competitors they fear the most.” economist.com/business/2026/…
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Demand destruction is already happening in real time in the Philippines.
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Ford CEO Jim Farley on Chinese EVs:
"They have far superior in-vehicle tech."
$BYDDY
Megatron@Megatron_ron
🇺🇸🇨🇳 Ford CEO Jim Farley: We should not let Chinese EVs into the US. He said, "It's the most humbling thing I've ever seen. They have far superior in-vehicle tech." Jim himself drove a Chinese Xiaomi Su7 and has been to China 6-7 times a year.
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.@benjaminfelix Great job on your "ETF slop" video. You really captured the essence of a problem that many have felt but few have been able to clearly articulate.
Also, I have a suggestion for a related video:
"Vibe trading."
This is where a person picks individual 'hot' stocks, or day trades the markets, after talking to ChatGPT or another AI chatbot for a few minutes.
This style of investing is becoming increasingly common, and is likely to lead to substantial losses. So, a video by you on the topic could make a positive impact.
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A simple yet fantastic approach to valuation.
Canadian Dividend Investing@CDInewsletter
I❤️this extremely simple way to look at valuation.
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Digital nomads arriving in Bangkok in the rainy season will be in for a surprise when Sukhumvit floods over the pavements and the rats show up for the welcome party.
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@EconstratPB the only reasonable take I've seen on this story so far.
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Could plunge. What the fuck does that mean. I could get hit by a car tomorrow too.
Not saying he’s “wrong”. I’m saying the way media frames probabilities is the dumbest shit ever.
But yea trade what druck and others say. 😂
Barchart@Barchart
Stock Market could plunge 30% this year warns Legendary Economist Gary Shilling 🚨🤯📉👀
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@MorganStanley : 1Q Earnings of Chinese Insurers In Line; Top Pick PING AN (02318.HK)
My HKDS Score Cards for this stock: Yup and then some!
News source below.
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The news itself, if you already know the background story, is neutral. It's the predicted outcome; NVIDIA's China share has been declining for several years.
If you didn't know anything about this entire story prior to reading the latest news on it, then the news is somewhat bad. The big picture/context is that China can't buy NVIDIA's best chips. That's a negative for China. They are however getting chips equivalent to the ones they ARE allowed to buy from NVIDIA, cheaper from domestic companies. That's a positive.
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Hugely important clip for $BN investors to watch.
Focuses on Brookfield's investment strategy, with a particular focus on Westinghouse, the half-owned nuclear subsidiary.
Newcomer Investor@NewcomerInvest
Excellent clip of Connor Teskey from Brookfield Asset Management $BAM breaking down their investing process ie. their Westinghouse deal, + how they work with businesses they acquire. Clip is from the Knowledge Project podcast. HIGHLY recommend watching the full ep!
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@NewcomerInvest @DrunkDividends @CDInewsletter @thewealthtrap @SettlingNomad_ @TheWiseIC @PronkDaniel Thank you!
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Great clip to watch for $BAM / $BN shareholders @DrunkDividends @CDInewsletter @thewealthtrap @SettlingNomad_ @TheWiseIC @PronkDaniel @AJButton2
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Excellent clip of Connor Teskey from Brookfield Asset Management $BAM breaking down their investing process ie. their Westinghouse deal, + how they work with businesses they acquire.
Clip is from the Knowledge Project podcast. HIGHLY recommend watching the full ep!
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If you’re ever in Bangkok craving foreign food, there’s only one place to go:
VILLA MARKET!
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@juliusonchain Congratulations!
I felt truly elated when I got my DTV.
Such an incredible value for the money.
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got my DTV visa today. staying longer in thailand 🇹🇭
didn’t love it at first. the food, heat and humidity… still not my thing
but something special is being built here
the energy around crypto, AI, and stables is real.
if you’re here, say hi. always down to meet
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