Brian Tycangco 鄭彥渊

@BrianTycangco

Editor/Analyst @Stansberry focus on China, Asia, Tech, Energy, Commodities, Macro. Tweets own views, not advice #China #EmergingMarkets #growth #techtrends

United States

Joined March 2009

567Following

24KFollowers

Pinned

Brian Tycangco 鄭彥渊@BrianTycangco · Jul 24

All the greats seem to be dropping like flies. All the idiots seem to keep on ticking.

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Brian Tycangco 鄭彥渊@BrianTycangco · 56 m

1,900 miles from a 5-min charge. China’s EV industry is light years ahead of any other market. #Huawei #CATL $NIO $LI $XPEV $BYDDF $GELYF

BrianTycangco's tweet image. 1,900 miles from a 5-min charge. China’s EV industry is light years ahead of any other market. #Huawei #CATL $NIO $LI $XPEV $BYDDF $GELYF

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Brian Tycangco 鄭彥渊@BrianTycangco · 15 h

So, effectively, make the dollar weak so that import prices go up in dollar terms, which then increases the base at which tariffs are assessed. Instant boost to tariff revenues he says. I am lost for words.

**Walter Bloomberg@DeItaone · 18 h

TRUMP: LOWER DOLLAR MAKES THE TARIFFS WORTH MORE

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Brian Tycangco 鄭彥渊@BrianTycangco · 15 h

The biggest deal in history apparently has no details and no clear start date. 👏👏👏

FFirst Squawk@FirstSquawk · Jul 24

U.S. AND JAPAN DIFFER ON TARIFF DEAL DETAILS, AND THERE'S NO CLEAR START DATE YET – NIKKEI.

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Brian Tycangco 鄭彥渊@BrianTycangco · 15 h

We all have that one friend who never really grew up.

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Brian Tycangco 鄭彥渊@BrianTycangco · 15 h

The economics of $TSLA #Optimus just got a lot cloudier. Unitree just undercut it by 70% to 80%. Ouch.

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Brian Tycangco 鄭彥渊@BrianTycangco · 16 h

When imagination meets reality. $INTC $TSM

FFirst Squawk@FirstSquawk · Jul 25

US CHIPMAKING CRISIS? INTEL WARNS IT MAY ABANDON CUTTING-EDGE CHIP DEVELOPMENT 🇺🇸💻 SHOCKING ADMISSION RAISES ALARMS OVER AMERICA’S SEMICONDUCTOR FUTURE — GLOBAL TECH LEADERSHIP AT RISK

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Brian Tycangco 鄭彥渊@BrianTycangco · 18 h

Uh-oh. Uncle Gordy’s not going to like this one bit.🤭 China is collapsing in reverse.👇 $KBA $MCHI $KWEB $FXI

YYUAN TALKS@YuanTalks · 20 h

#China’s Industrial #Robot Exports Surge 60% in H1 Amid Global Automation Boom yuantalks.com/chinas-industr…

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 25

The latest casualty of the trade war. $PMMAF Puma shares plunge 18% after full-year sales, profit outlook cut on U.S. tariffs cnb.cx/452ioPh

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 24

Gordon Chang doesn’t like the fact that US companies sell $1.2 TRILLION of goods and services to Chinese consumers compared to China’s $300 billion trade surplus. This man should never be anywhere near the White House or the USTR office.

BrianTycangco's tweet image. Gordon Chang doesn’t like the fact that US companies sell $1.2 TRILLION of goods and services to Chinese consumers compared to China’s $300 billion trade surplus. This man should never be anywhere near the White House or the USTR office.

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 24

RIP Hulk Hogan. Thanks for all the great times I had watching you as a kid in the 80s. Whatcha gonna do!!!!

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 24

Im not sure many investors are truly appreciating the move taking place in the mainland China stock market. This is a bullish shift in a long, LONG term consolidation. $KBA $MCHI $CXSE $FXI

BrianTycangco's tweet image. Im not sure many investors are truly appreciating the move taking place in the mainland China stock market. This is a bullish shift in a long, LONG term consolidation. $KBA $MCHI $CXSE $FXI

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 24

The A-H share premium continues to narrow further away from its 5y range. And it’s not because China’s markets are falling. Both Hong Kong and Mainland markets are quietly but firmly gaining ground as investors start to regain confidence after years of staying on the sidelines.…

BrianTycangco's tweet image. The A-H share premium continues to narrow further away from its 5y range. And it’s not because China’s markets are falling. Both Hong Kong and Mainland markets are quietly but firmly gaining ground as investors start to regain confidence after years of staying on the sidelines.…

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 24

Rare earth plays are getting hotter 🔥.

CCN Wire@Sino_Market · Jul 24

🇨🇳📈#CHINA'S CSI RARE EARTH INDUSTRY SUB-INDEX UP MORE THAN 2%, HIGHEST SINCE AUGUST 2022. mktnews.com/flashDetail.ht…

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 23

If this is true, things can get really good or very bad after the 30th. $KBA $KWEB $NDX $SPX

SSimplifying Stocks, CPA@FinFluentialx · Jul 23

BREAKING ⚠️ CHINA SAYS FINAL TRADE TALKS WITH THE U.S. WILL BE HELD 27-30 JULY VICE PREMIER HE LIFENG TO TRAVEL TO SWEDEN FOR DISCUSSIONS 🇺🇸🇨🇳

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 23

Futu Holdings $FUTU now up 115% YTD. 🔥 #StocksToWatch

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 23

Looks like it’s real. $BABA Next stop $170?

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Brian Tycangco 鄭彥渊 Retweeted

Stansberry Research@Stansberry · Jul 23

Reporting earnings today: 👇 ⌨️ $GOOG - Alphabet 🚗 $TSLA - Tesla 💻 $IBM - IBM ☎️ $T - AT&T 🌯 $CMG - Chipotle 💸 $MCO - Moody's

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Brian Tycangco 鄭彥渊@BrianTycangco · Jul 23

What a difference being included in the #StockConnect makes. Li Auto $LI, Xpeng $XPEV, and Leapmotor 9863.HK are now owned 18.7%, 19.6% and 15% by mainland Chinese investors. Their shares are up 50% to 140% in the past 12 months vs. $NIO's 7% gain. But NIO has…

BrianTycangco's tweet image. What a difference being included in the #StockConnect makes. Li Auto $LI, Xpeng $XPEV, and Leapmotor 9863.HK are now owned 18.7%, 19.6% and 15% by mainland Chinese investors. Their shares are up 50% to 140% in the past 12 months vs. $NIO's 7% gain. But NIO has…

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