Engineer/ Entrepreneur/Technologist
Miami, FL
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- Following 2,683
- Followers 23,372
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Pinned Tweet
- Will China be forced to replace the Yen carry trade?
As the Japanese currency and bond market blows out and countries across the world drop the USD a reluctant China may be forced to step forward and vendor finace the globe.
Where else to look but the country with a $1.2 trillion trade surplus.
piped.video/eZ0nB-B7vkQ?si=wse0…
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Dan Collins retweeted
46% of all new drug discoveries in human clinical trials originate in 🇨🇳biopharma labs.
46% of all new drug molecules entering human clinical trials so far in 2026 originate from Chinese Biopharma companies.
This is why we are busy at VESTIGIA putting together a model portfolio of China Biopharma companies. Plan to launch as a sub advisor with a fund partner in Q4.
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Dan Collins retweeted
Fun fact: before Xi Jinping’s ascension to the supreme leadership he was widely referred to as Peng Liyuan’s husband or that guy who married Peng Liyuan.
Peng Liyuan, the first lady of China used to be something like the Whitney Houston or Celin Dion of China. She only quitted her performing career after Xi assumed the office of the General Secretary and Chinese President.
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Dan Collins retweeted
CHINA LIFE INSURANCE GIANTS PIVOT INTO HARD TECH EQUITIES
China Life Insurance (601628.SH) is aggressively deploying institutional capital into China's hard-tech ecosystem, committing up to RMB 4.5 billion ($671.4 million) as a limited partner to establish a new primary market fund. The vehicle, managed by Guoshou Equity, targets a total committed capital ceiling of RMB 6.0 billion.
Strategic Rationale
Target Assets: The fund is strictly mandated to acquire high-quality, unlisted equities in the artificial intelligence and semiconductor sectors.
Policy Alignment: This deployment directly supports Beijing's macro directives for technological self-reliance and industrial autonomy, bridging the funding gap for capital-intensive, pre-IPO hardware firms.
Yield Strategy: By shifting asset allocation toward high-growth private markets, China Life seeks to offset structural yield compression in traditional fixed-income portfolios.
Key Metrics
China Life Commitment: RMB 4.5 billion
Total Fund Size: Up to RMB 6.0 billion
General Partner: Guoshou Chengda
This transaction signals a massive structural shift: Chinese insurance capital—acting as ultimate "patient capital"—is now directly underwriting the domestic AI and semiconductor supply chain to counter escalating global tech decoupling.
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Dan Collins retweeted
US firm Elmet Group will buy a 4.99 percent stake in Vietnam’s Masan High-Tech Materials for about $125 million and lock in eight years of tungsten shipments to the United States.
The deal centers on Thai Nguyen’s mine and mill — one of the largest tungsten operations outside China — after Elmet won $2 billion in Pentagon stockpile contracts and Beijing tightened export controls on a metal it still supplies at roughly 80 percent of world output.
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Dan Collins retweeted
That’s only a 16x+ premium over the roughly $9 billion SK Hynix paid for Intel’s NAND business in 2020-2021,
Solidigm, SK Hynix’s US-based NAND flash subsidiary, is targeting a 2027 IPO that will value the enterprise storage maker at a staggering $150 billion. The company is currently holding pitch meetings with investment banks to underwrite an offering designed to raise $15 billion. This valuation represents a massive premium over the $9 billion SK Hynix paid to acquire Intel’s NAND business in 2020 to form the unit.
Ahead of the public market debut, Solidigm is executing a pre-IPO funding round targeting KRW 5 trillion to KRW 10 trillion ($3.6 billion to $7.2 billion). The aggressive valuation is anchored by surging AI data center demand for high-capacity storage, specifically Solidigm's Quad-Level Cell (QLC) technology and its upcoming 245-terabyte enterprise SSDs. Capital from the offering will directly finance capacity expansion, including equipment investments at its Dalian, China facility and the construction of its first US-based NAND production plant on the East Coast. Executed at this scale, it will rank as the largest US semiconductor listing in history, dwarfing Arm Holdings' $54 billion IPO.
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The Celestial Emperor visits Washington D.C
Xi is thinking……
- Is this a Thai buffet?
- Why is Joe Biden’s picture a pen?
- Is that Trump’s prison mugshot?
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Could be a disaster for us.
Imagine they all come back to the U.S and demand low cost healthcare, safe streets, good infrastructure and affordable living.
Washington D.C would have to restrain sending all the money for overseas wars.
JUST IN: Xi Jinping invites 100,000 young Americans to study in China over the next 5 years to experience “the great rejuvenation of the Chinese nation.”
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Interesting that Anduril always delivers on time. Huge change from the standard Defense contractors.
Anduril delivered the first CCA to the @usairforce last month. Now, USAF operators are flying Fury on their own.
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Starbucks plans to close hundreds of cafés across North America this week, per WSJ
Because nothing says booming economy like store closings.
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Xi laughs hysterically when shown the picture of the autopen where Joe Biden’s picture should be.
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Agibot announces that its 20000th humanoid robot has rolled off the production line. I often wonder where the customers are?
But no worries, Agibot is creating its own demand w/ this new CHIMELONG SPACESHIP theme park.
You get to pay to play w/ robots. Btw, I had an experience w/ this in Beijing where you can pay < 100 RMB for 10 minutes w/ a Unitree robot dog, lol.
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Real Environmental action. Not another ballroom gala and tax grift project
🇨🇳 China has planted 66+ billion trees since 1978, the largest reforestation effort in human history.
The "Great Green Wall" (Three-North Shelterbelt Program) was built to hold back the Gobi Desert, shielding farmland and cities from dust storms after decades of deforestation. It later pushed toward the Taklamakan, lining highways and desert edges with green.
Result: forest cover jumped from ~12% to 24%+. NASA data shows China alone drove ~25% of the world's added green leaf area from 2000–2017.
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