SMIC

$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds

18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…

10 hrs ago • The Scuttlebutt

Jordan Schneider: the data center backlash is homegrown, and China's rockets were filled with water | TBPN

The ChinaTalk founder on cars that cost a third of the Western equivalent, what DeepSeek's leaked transcript says about Liang Wenfeng, and the compute…

Sep 1 • The Scuttlebutt

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