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My top picks for 2026 in no particular order 1. $RXRX 2. $RDW 3. $SMR 4. $RR 5. $RKLB 6. $AMZN 7. $IREN 8. $AUR 9. $OSCR 10. $ONDS 11. $QS Will be posting my 4 stocks to double (at least) in 2026 tomorrow
China Deploys World’s First Commercial Supercritical CO2 Power Generator zerohedge.com/markets/china-…
Seems like a timeline ripe for disruption. How long should it take to develop rare earths independent of China?
Milkshake: who is shaking who?
Reposted from Ignacio Ramirez Moreno, CFA on LinkedIn: “China just borrowed at the same rate as the US Treasury. Let that marinate for a second. For the first time in history, Beijing's dollar bonds priced exactly where Washington's do. Not 50 basis points higher. Not 20.…
China doesn’t get enough credit for its economic strategy wrt AI They looked at the tech, saw that the Americans could make the software but couldn’t make the hardware at scale (which China can do) and then made the software open source and basically free
Holy shit... this might be the next big paradigm shift in AI. 🤯 Tencent + Tsinghua just dropped a paper called Continuous Autoregressive Language Models (CALM) and it basically kills the “next-token” paradigm every LLM is built on. Instead of predicting one token at a time,…
Japan to dig into Pakistan's Reko Diq mine amid copper deficit fears asia.nikkei.com/business/mater… via @NikkeiAsia
Rare minerals-tied new-generation industries emerge in Texas asiatimes.com/2025/10/rare-m… via @asiatimesonline
Pony.ai, WeRide get regulatory green light to list in Hong Kong asia.nikkei.com/business/china… via @NikkeiAsia
Hitachi going all in on America's AI boom asiatimes.com/2025/10/hitach… via @asiatimesonline
Huawei's AI chip plan designed to break US dependence asiatimes.com/2025/09/huawei… via @asiatimesonline
By @tianzige4 🇨🇳 “中国智能化导弹生产线, 单条日产量 超100枚 ……. 此类生产线已广泛用于 战斗机, 高超音速导弹, 无人机等领域” | #China AI fully-automated missile factory, can produce 100 #missiles per day (36500 missiles annually)!
Hong Kong stablecoin law opens door to yuan-backed token asia.nikkei.com/spotlight/cryp… via @NikkeiAsia
TSMC cuts Chinese tools from cutting-edge chip production to avoid US ire asia.nikkei.com/business/techn… via @NikkeiAsia
China drives global EV battery supply to over 3 times demand asia.nikkei.com/business/busin… via @NikkeiAsia
Giant Chinese drone subs to punch holes in US seabed surveillance asiatimes.com/2025/08/giant-… via @asiatimesonline
The real risk to the Hong Kong dollar peg lies in Washington, not in markets asia.nikkei.com/Opinion/The-re… via @NikkeiAsia
US is brain damaged 1st by Fukuyama and then by Petitis according to Han Feizi. asiatimes.com/2025/04/michae…
While everyone was busy freaking out about the Trump tariffs, China released a new list of its major low-carbon demo projects for 2025 This is Batch 2 - the first batch was announced last year. All of them are important and ground-breaking projects...101 of them in total.🧵
Risky is said mildly. TSMC's $165bn U.S. expansion push: 'Inevitable' but risky asia.nikkei.com/Business/Techn… via @NikkeiAsia
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