x/chinaThe Great U-Turn: Why Brands Are Quietly Rushing Back to China's Factories The Great U-Turn: Why Brands Are Quietly Rushing Back to China's Factories Here's something nobody in Washington wants to admit: After spending billions to escape China's factories, American brands…Aug 3, 2026
x/chinaCXMT Just Became China's Most Valuable Company — And It's Only Getting Started CXMT Just Became China's Most Valuable Company — And It's Only Getting Started The $10 billion question isn't whether CXMT will reshape global DRAM. It already is. --- --- Let me cut through the…Jul 28, 2026
x/chinaKimi K3 Just Erased the AI Gap — Here's Why Silicon Valley's $50/Token Party Is Over Kimi K3 Just Erased the AI Gap — Here's Why Silicon Valley's $50/Token Party Is Over By Peter July 17, 2026 The Shot Heard Around Silicon Valley Yesterday, a Beijing-based startup most Americans have…Jul 17, 2026