Dwiky Roman

Kemarin papasan sama Ade Armando di JAKIM, dia ambil kategori 10K kayaknya. Pas ketemu di km 7 udah ngos-ngosan banget sampe lepas celana 😭

@txttransportasi Metropolitan Kentjana ikut ga iya kira²?

Rencana pengembangan Lebak Bulus Park Ride. Lahannya menggunakan lahan Park n Ride Lebak Bulus, yang letaknya ada di ujung jalur MRT dekat perbatasan Tangerang Selatan.

Temanku yg alumni ITS jga pada jenuh sama kelakuan Wowo. Apa kabar blackout Jawa Timur?

@BudiBukanIntel $200 bukan mimpi lagi

Gelut lagi gelut, minyak naek lagi dongs

🤮🤮🤮

IDIOOOOOTTTTT INILAH YG GUE BLG PEREMPUAN SELALU DIREDUKSI SUARA & GERAKANNYA GUE BENCI BGT SUMPAH THIS IS SO WRONG OPEN THE SCHOOL NOW

This chart is one of the clearest illustrations of China’s ongoing industrial involution problem. The four largest Chinese solar manufacturers — JinkoSolar, LONGi, Trina Solar, and JA Solar — generated strong profits throughout 2022 and 2023. At their peak, combined quarterly profits exceeded US$1.5 billion, with industry net margins around 7% of revenue. Yet despite global solar demand continuing to grow, the industry has now posted losses every quarter since the beginning of 2024. The key issue is not demand destruction. The problem is excessive supply. China’s solar industry became a victim of its own success. Massive capital investment, aggressive capacity expansion, local government support, and intense competition created far more manufacturing capacity than global demand could absorb. As every producer attempted to gain market share simultaneously, module prices collapsed faster than costs could fall. The result is classic involution. Companies continue producing, revenues remain large, shipments often reach record highs, but profitability disappears because everyone is competing away the economic value. Consumers benefit from cheaper solar panels, while producers suffer collapsing margins. What makes this particularly noteworthy is that these are not small players. These are the national champions of China’s solar industry. If even the industry leaders are collectively losing money, it suggests the imbalance between supply and demand has become severe. More broadly, this chart reflects a pattern now visible across several Chinese industries including solar, batteries, EVs, steel, chemicals, and parts of the broader manufacturing sector. China’s industrial policy has been extraordinarily successful at increasing productive capacity, but profitability has not kept pace because capacity growth often exceeds end-market demand growth. For investors, the lesson is important. Volume growth alone is not enough. An industry can grow shipments by 20-30% annually and still destroy shareholder value if pricing power collapses. Ultimately, equity investors are paid from profits, not production. This is also one of the key reasons we continue to avoid Chinese equities. Many investors focus on China’s engineering capability, manufacturing scale, and market share gains, all of which are real strengths. However, shareholders do not own market share. They own future cash flows. When industries repeatedly compete away profits through relentless capacity expansion, the economic benefits accrue primarily to consumers rather than equity holders. The bullish case is that these losses eventually force consolidation, bankruptcies, capacity closures, and rationalization, allowing survivors to regain pricing power. The bearish case is that involution persists for years, with companies continuing to prioritize market share, employment, and strategic positioning over profitability. At the moment, this chart suggests China’s solar industry remains firmly in the latter camp. The world is getting cheaper solar panels, but the producers themselves are paying the price. That may be excellent for global consumers and the energy transition, but it is a far less attractive proposition for long-term equity investors seeking sustainable returns on capital.

@TheKerupuk @dayatpiliang

@dayatpiliang Lebih parah cik 😭😭😭

01. Bismillahirrahmanirrahim. 02. Dalam kesempatan ini, izinkan aku menyampaikan sesuatu yang barangkali sebelumnya membuat kesalahpahaman pada publik yang banyak. 03. Bahwasanya, tidak benar kalau akun @TheKerupuk adalah akun yang terafiliasi dengan rezim (meski tidak pernah tersentuh dengan konten sarkastik dan kritik tingkat tinggi). Tidak tersentuh, bukan berarti punya bekingan dalam ruang lingkup kekuasaan. 04. Alasan kenapa akun @TheKerupuk ini masih bertahan sampai detik ini, bukan karena terafiliasi dengan kekuasaan negara kita, tapi terafiliasi pada pemerintah Israel di bawah naungan Mossad; seperti apa yang disampaikan oleh @foolinsights 05. Tuduhan bahwasanya akun @TheKerupuk sebagai yang terafiliasi dengan pemerintah adalah strategi untuk menunjukkan reaksi seperti apa yang terjadi dan memastikan kalau mereka benar-benar orang di luar lingkar kekuasaan. 06. Justru, strategi tersebut, yang disambut juga oleh @pak_erte92 membuat kami mendapati informasi kalau ada jaringan yang lebih mengerikan lagi di balik akun tersebut; yakni sesuai paparan dari @foolinsights, kalau akun @TheKerupuk adalah binaan agen Mossad yang sudah mulai menjalankan operasinya secara terang-terangan di negara ini. 07. Meski kami mendapati informasi itu, belum bisa dipastikan apa tujuan mereka; apakah bekerja sama dengan negara atau ingin membuat kekacauaan dengan konten-konten berani, yang tentunya orang biasa tak akan berani membuat konten-konten seperti itu. 08. Sekian klarifikasi dan informasi tambahan ini aku sampaikan pada publik banyak, agar menjadi kesadaran kita bersama untuk @hati2diinternet. Sengaja berakhir di 08, karena itu adalah angka kesukaan salah satu presiden.

@muharafiansyah Bahlil goblok

Perempatan terruwet di dunia ketika listrik mati…..

@krishnayana95 Tutur kata yg sopan 🗿

Indonesian train: "TIDAK UNTUK PENUMPANG"

Kata gw mah coba aksi depan velodrome sama arion, bikin semacet macetnya Bukan obvitnas itu

TW: Grooming Sekali lagi mau bilang kasus Daniel (@nokitron) ini bukan kejadian satu/dua kali. Ada POLA BERULANG dmn dia nargetin cewek UNDERAGE + VULNERABLE Salah satu korbannya adalah temen gue. Predator ini mulai flirting dgn dia sejak SMA, and mind you, he's pushing 30💀

Why Globalists Don’t Like Indonesia’s “Indonesia First” Model Indonesia is quietly building something that makes globalists angry. “Indonesia First” nationalism with a socialist touch in the economy and socially conservative values. Under Prabowo, they are pushing hard on processing their own resources — nickel, bauxite, and more. They focus on food and energy self-sufficiency, big welfare programs like free school meals and housing, and sovereign wealth funds. Strong government role plus Pancasila ideas. Pancasila is Indonesia’s official philosophy since independence. It has five simple principles: belief in one God, just and civilized humanity, national unity, democracy by discussion and agreement, and social justice for everyone. It mixes religion, tradition, and national unity with care for the people. It is not communism and not Western liberalism. That’s why they take the good parts of socialism and capitalism, but always put Indonesians first. They welcome investment, but only on their own rules. Not full socialism, not open-border neoliberalism. The goal is sovereignty, 8% growth, and real national strength. Why don’t many globalists like it? • Resource nationalism: Indonesia no longer wants to be just a cheap supplier of raw materials. They process everything inside the country, keep more profit, and make the rules. This breaks the old free trade game. • Sovereignty over supranationalism: Indonesia has always been non-aligned. Their “free and active” foreign policy started with Sukarno and the 1955 Bandung Conference. They balance US, China, and others — without joining anti-China groups like QUAD or AUKUS. They ignore lectures about liberal democracy, climate rules, or open borders. • Social conservatism + unity: Pancasila comes first. Traditional values, religious harmony under the majority culture, stability and order — not Western progressive ideas or extreme individualism. • Populist developmentalism: Big government role in welfare and industry. They criticize pure free markets. They choose what works for Indonesia, not what Davos wants. The military also plays a bigger role in government. But it is very popular — 2026 polls from both pro and anti-government media show Prabowo’s approval steady at 70-80%. Ultimately, it is up to Indonesia to choose their own system. The most important thing is to protect their sovereignty. No sovereignty means no real democracy, because democracy is a process of self-determination. They put 280 million Indonesians and their resources first — not as a small part in someone else’s global system. The globalist game hates strong countries that refuse to lose control of their borders, culture, and economy. Indonesia shows a big developing nation can follow its own mixed path. Pancasila developmentalism > globalist convergence.

@abulmuzaffar10 Ini taktik bapak dia yg ngundang ke candi maksudku ke IKN 🗿

Akhirnya, Gibran bikin taktik komunikasi publik baru. Dia mengajak perwakilan mahasiswa ke Ende, Gorontalo dan Papua untuk "mengawal" program MBG dan KDMP. Dan yang menarik, mereka direkam berjalan bersama-sama menaiki pesawat. Apa maksud dari subliminal message Gibran ini? Ada yang bisa menebak-nebak? Kalau gw pribadi, dia ingin membedakan dan mengontrasikan diri dengan.. You know who. Apalagi dia ngajak mahasiswa itu ikut bersamanya. Ini jelas pesan ke para mahasiswa.. Lagi-lagi gue ga akan pernah bosan bilang ke kalian: Waspadai pergerakan Wapres. Video : BPMI Setwapres dari Youtube Wakil Presiden Republik Indonesia

@el_jastip Di Belitung bbrp minimarket pada jual minuman alkohol 😹

Kebijakan paling bangek dari si Rahmad Gobel!

Ini bagi bagi roti ke “demo” alias pawaI dukung MBG, budgetnya darimana ya? @DivHumas_Polri Terus kenapa yang ini bisa gak dihalangin ya? 🙏 (Bertanya dengan nada souzon)

Pertama kali mau ke Surabaya saat menunggu kereta lewat, dan ketahan di stasiun Porong. Tanggul yang tinggi kulihat, dan sekarang dapat kabar mulai lagi setinggi tanggul. Sungguh ironi desa², dan masyarakat terdampak atas kerakusan.

@myshawti Banyak banget kontennya min. Kok bisa orang spill kegiatan wamil Manajer Kopdes 🗿

Coba bayar kak siapa tau bisa diistimewakan, temen aku jadi te en ii jual sawah bisa masuk soalnya. Apalagi hanya program Kopdes eh…

Oalah Bukit Algoritma tuh ternyata buat ternak buzzer ya?

Indonesia’s biggest loss: satu generasi intelektual berikut seluruh tradisinya pasca-genosida 1965/66.