Vlammy

@LuxAlgo Please do the appropriate thing as a business, especially since I requested the refund on the day I was unknowingly charged.

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@LuxAlgo On Dec 14, I was charged a renewal subscription without any prior notice. I have not been able to cancel my renewal subscription on my side. I do not understand how you can charge without any prior notice. I have requested for refund because I have not used this service.

🚨 BREAKING (Again!): China’s MOFCOM Export Controls: Decoded for India, Europe, and Beyond Thank you to friends in Beijing who kindly agreed to speak with me. I’ve spent the last 12 hours on calls parsing China’s new MOFCOM export controls. This isn’t just a US story. It hits India, Europe, and anyone building hardware. What changed: Six MOFCOM notices (No. 55, 56, 57, 58, 61, 62) extend licensing to a wide set of rare-earth materials, magnet manufacturing equipment and processes, certain battery and synthetic graphite items, and importantly some foreign-made goods that contain Chinese-origin inputs. Parts of this start now, and broader measures kick in Dec 1, 2025. Plain English for builders: > If your motor, actuator, generator, sensor, or sputtering process uses Chinese-origin rare-earth metals, oxides, or magnets, downstream exports and re-exports can require a MOFCOM license if content crosses the stated thresholds. > Expect Compliance Notices and end-use declarations to become mandatory artifacts across the chain. Sloppy paperwork = stuck shipments. > This touches EVs, industrial robots, drones, wind turbines, HDDs, certain displays, and some fab steps using rare-earth targets. > Documentation lives with you now. Track country of origin, percentage content, and the magnet chemistry in the BOM, not just the vendor name. How Beijing frames it (their words): > “为维护国家安全” — to safeguard national security > “应对外部压力” — to cope with external pressure > “履行国际义务” — to fulfill international obligations > “依法审批、逐案处理” — approvals per law, case-by-case. This is being presented domestically as necessary controls, not a one-off gesture. Reality for operators: > Miners and magnet makers I checked with are prioritizing domestic strategic demand and building license workflows. > Exporters are being told to tighten source tracing and declare dual-use codes correctly. > Most confusion sits with SMEs who have never filed Chinese dual-use paperwork. Big incumbents adapt faster because they already have GR/compliance muscle. What this means for hardware builders: > EV/Robotics: NdFeB magnets with Dy/Tb and SmCo are the pressure points. If your torque-to-weight depends on high-temp performance, start validating alternates. > Wind/Drones: Expect longer qualification cycles and higher working capital needs around magnet inventory. > Semiconductors: Certain sputtering targets and process gear fall in scope. Ops teams will need license awareness even if you don’t “buy from China” directly. If you run supply chains in India or Europe: you will need MOFCOM-grade origin data from Chinese and non-Chinese suppliers alike. This is not only about import—re-export out of India or the EU can trigger a license once Chinese content crosses thresholds. Build traceability now! Operator checklist for founders and VCs (use today): > BOM truthing: Identify rare-earth metals/oxides, magnet types (NdFeB with Dy/Tb, SmCo), and any Chinese-origin inputs. > Content math: Capture % value contribution of covered items at module level. > Supplier attestations: Ask for 合规声明 (Compliance Notice) and end-use docs you can pass downstream. > Dual sourcing: Line up non-China sources for magnets/materials where feasible; expect cost and time trade-offs. > Working capital: Plan for longer lead times and license cycles. > Data room: Keep origin and composition proofs ready for customers who now must file licenses. I’m not arguing politics here. I’m talking topology makers and operators inside China and reading the tea leaves. This tweet is for people who ship product. Source (Chinese): MOFCOM 2025-10-09 announcements 55, 56, 57, 58, 61, 62.

@Jason FYI for night safari, book private tour and they'll show you the interesting endangered species that were confiscated crossing the borders..not on display for general public.

Going to #Singapore Top three things to eat: 1. 2. 3. Top three things to see: A. B. C. Top three people to meet i. ii. iii.

$SPY still a lot of weakness being shown. Support is still not confirmed, nor has there been a retest of the 200 Day MA from below at $572 This pull back has been more severe than in 2022 and has been aligning more with the Covid 2020 crash so far. This is simply not a 'Buy the Dip' situation right now in this current set up, there is clear risk here. The only time to consider adding will be if the 200 Day MA is recaptured. The worst case scenario next is a retets of the 200 Day MA and then a drop down to the 200 WMA at $463....but we are not there yet. Wall St will push for you to buy the dip so they can derisk their positions. Focus on the facts here. Share and I will continue to share this, otherwise it is going private.

@KingKong9888 @MisterSlammy @wallstreetsilv @SilverDegenClub @ThePickaxe_Ag Great thanks. Subscribed!

@vlammyyy @MisterSlammy @wallstreetsilv @SilverDegenClub @ThePickaxe_Ag Here is my HK show. youtu.be/0m4N2v6Dd7o?si…

If you ever feel like Mr. Slammy @MisterSlammy is punching you in the face every 9:30 am EST with the #Gold & #Silver SLAMS then this movie is for you…🤣🤣🤣🔥👇 @wallstreetsilv @SilverDegenClub @ThePickaxe_Ag

2008 really broke capitalism in a way that a nobody under 30 understands. The next big financial crisis isn’t going to be the stock market. The stock market is now 100% underwritten by QE. The next big crisis is SovX. Entire countries will disappear. We are in a SovX bubble.

Nobody wants you to look over here in the corner. Nobody wants you to move the curtain back and see who is projecting this oz. My connections in government and finance have been telling me privately for years that the fact is there is only one policy that's really at stake in this election. It’s the one policy neither candidate will ever talk about publicly. It involves major financial forces that have been brewing for years and are now on a catastrophic collision course, something that hasn't happened before in America since the invention of modern finance. This is not speculation. As with everything I've written about over the last 25 years, these are actual immutable facts. Retweet and I’ll DM you the full interview.

@m_franceschetti @Austen @eightsleep Does this sell in Hong Kong?

BREAKING NEWS: Introducing Pod 4 Ultra. A complete redesign of the fan-favorite @eightsleep Pod, now available in over 28 countries worldwide. ✅2x the cooling power ✅40% quieter ✅Controlled without a phone ✅10x more comfortable ✅And now with snoring detection and mitigation Get yours today: eightsleep.com

@U_Ag_ Where do you think it’s heading??

#CGN #Uranium BIG breakout indeed!

@the_smart_ape Yes please share list

I've made a list of the top early projects that will airdrop at the launch of RUNES. You can get the airdrop practically for free with low investments. Drop a comment if you'd like me to create a thread introducing them to you.

The RUNES project currently making the most noise is #Runestone, developed by @LeonidasNFT, a legend in the Ordinal ecosystem! It consists of 112,383 NFTs whose holders will receive RUNES memecoins. These NFTs were airdropped to 112k wallets holding 3 or more inscriptions.

@enigmarunes bc1qnccd7pkdha3knsau4a542gjuk7a8nacvrfgqfw

Verifying my Twitter account for my #GalxeID gid:Ht6u4549tC7H8qRZxNyMqU @Galxe galxe.com/id

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Ulililuliuliuliuli

I just claimed an awesome #ConnectedTwitter NFT badge on socialscan.io! Join me in the fun now! 🌞 #ScanAnything

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