Samson Li retweeted
The quantity, the timing, and the price, all supporting a Critical Metals thesis that is unchanged by equity values. $MOON.v $EQR.AX
Samson Li retweeted
A Chinese humanoid robot just broke the 100m world record set by Usain Bolt.
Earlier this year, a Chinese humanoid robot broke the half-marathon world record.
Before long, every major physical world record will be broken by humanoid robots.
Chinese robot beats Usain Bolt's 100m world record - Technology
Samson Li retweeted
Midea has shipped 20,000 air conditioners to France to meet strong demand from local customers due to the record-breaking heatwave in Europe, the Chinese home appliance giant said today. It took Midea 3.5 days to produce the 20,000 air-cons after it received the order.
Samson Li retweeted
I keep getting messages asking if we can ship 500 kilograms of 4N purity gallium metal, every two weeks. Starting now.
People do not realize how bad it really is.
Samson Li retweeted
just Adam Lundin buying another +50,000 shares 💁♂️
$LUNR.TO ✨ @LUNRroyalties
🌑 🌘 🌗 🌖 🌕 🌔 🌓 🌒 🌑
#ReachForTheMoon 🚀
nbd, just Adam Lundin casually picking up +100,000 more shares of $LUNR.TO ✨ @LUNRroyalties
#ReachForTheMoon 🚀🌘
Samson Li retweeted
I recently spent 2 weeks in China.
6 cities: Shanghai, Beijing, Xi’an, Zhangjiajie, Chongqing and Chengdu.
I went there with curiosity.
Like many Indians, I had heard a lot about China through media, social media and conversations. I expected to see progress, maybe discover some business ideas, and understand what the country is actually building.
I came back with a very uncomfortable feeling.
Not because I found a business idea for myself.
But because I saw 100 things that governments can do when infrastructure, tourism, transport, urban planning and civic systems are treated seriously.
I travelled within China by flights, trains, cars and local transport. The infrastructure was honestly stunning.
Clean cities. Smooth roads. High-speed trains. Well-managed traffic. Public spaces that actually feel designed for people. Tourist destinations that are built, maintained and promoted like national assets.
And then I kept thinking about India.
We keep comparing ourselves to China. Our media keeps telling us how India is catching up, how China is restrictive, how we are better in so many ways.
After spending time there and speaking to people, I realised how much of that narrative is just comfort food.
China is not perfect. No country is.
But on infrastructure, execution, tourism, civic discipline and quality of urban life, they are not 5 years ahead of us.
They are decades ahead.
The saddest part for me was the currency.
Everything felt expensive. Not because China was insanely expensive, but because the rupee has weakened so much that even normal spending starts feeling heavy. As an Indian taxpayer, that genuinely hurt.
We pay taxes. We work hard. We talk about becoming a global power.
But where is the quality of life?
Where is the civic sense?
Where is the infrastructure that makes daily life easier?
Where is the tourism vision beyond religious tourism?
I met travellers from other countries who were excited to visit China because they wanted to see its progress. When I asked about India, many had no real desire to visit. Not out of hate. India simply was not on their aspirational travel list.
That should bother us.
Even the so-called “closed internet” surprised me. We are told people there are missing out because they don’t use Google, Instagram, WhatsApp or Facebook.
But China has built its own digital ecosystem. Payments, maps, transport, messaging, shopping, everything works inside their own infrastructure. People did not seem to feel deprived. They seemed adapted.
Again, this is not a hate post.
I love India. That is exactly why this trip bothered me.
Patriotism cannot only be about saying we are great.
Real patriotism is having the courage to admit where we are falling behind.
China made me realise one thing very clearly:
India’s potential is not the problem.
Execution is.
And unless we stop comforting ourselves with comparisons and start demanding better infrastructure, better governance, better tourism, cleaner cities and a higher quality of life, we will keep celebrating the idea of progress instead of actually living it.
Samson Li retweeted
𝐀𝐧𝐝 𝐭𝐡𝐞 𝐰𝐢𝐧𝐧𝐞𝐫 𝐢𝐬...🏆
The CDFund Discovery Award 2026 was presented on May 19, 2026, during Canaccord’s Global Metals & Mining Conference in Las Vegas.
Five companies with significant discoveries were nominated, including @AbraSilver, @FoundersMetals, @SitkaGoldCorp, and @TuracoGold, but @ngex_minerals was named the winner for its massive Lunahuasi discovery. 🎆 🎆🎆
The Lunahuasi discovery was made in 2023 in Argentina’s San Juan province, within the renowned Vicuña District. It's rich in copper, gold, and silver, with exceptional grades of up to 40% copper and 24 g/t gold. The deposit is large, remains open in all directions, and continues to show strong growth potential through ongoing exploration.
Following the discovery, the company’s share price surged 1,000%, while its market capitalization grew from C$40 million to C$12 billion. Our fund captured a significant part of this value creation.
This year’s winner is therefore an outstanding example of our Discovery Investing strategy.
A full overview of the nominees for the 2026 Discovery Award can be found in the jury report:
en.cdfund.com/about-us/disco…
Samson Li retweeted
Chinese and US delegation met for 3 hours and skipped the press conference, the shortest face to face trade talk
scmp.com/economy/global-econ…
Samson Li retweeted
🇮🇩🇨🇳 JUST IN: Indonesia & China just killed the USD for payments!
From today: Chinese tourists pay ANY QRIS merchant with Alipay.
Indonesians use local apps in China. Straight Rupiah Yuan. Zero USD. Zero forex fees.
Tourism & trade just leveled up.
De-dollarization is here.
Samson Li retweeted
Chet plays with 5 top 20 DEPM players, Ausar doesn’t have to worry about rim protection because he has Stew and Duren behind him
Scottie on the other hand carries a defence of mostly below average defenders to a top 5 drtg and single handedly makes 4 games winning blocks while being the only player top 10 in blocks and steals
Pretty ridiculous he gets snubbed but not surprised at all given the voter base.
🤖 Chinese humanoid robots have taken part in a half-marathon race in Beijing, and they've whizzed past mere humans.
Developed by Chinese smartphone brand 'Honor', "Lightning" was crowned champion, finishing the race in 50 minutes and 26 seconds.
Robot beats humans to win Beijing half-marathon
Honor's robot "Lightning" was crowned champion of the 2026 Beijing E‑Town Humanoid Robot Half‑Marathon on Sunday.
China has invited the leader of Taiwan’s opposition party to visit the mainland next month, the first such trip by a sitting leader of the Kuomintang since 2016 bloomberg.com/news/articles/…
Samson Li retweeted
In mining, the guys who have lived through a few cycles tend to carry a lot of scar tissue. So it’s only natural that the older crowd (myself included 😉) will be quick to criticize companies, projects, and operators.
That’s simply the nature of the business.
In fact, you should probably be more concerned if you come across a company or project that nobody has anything negative to say about.
Healthy skepticism is essential in investing. Embrace it. Do your own due diligence, ask tough questions, and remember that there is no such thing as a perfect deal or a perfect stock.
Samson Li retweeted
A top pop PSA 9.6 graded MJ SI debut cover sold at @GoldinCo tonight for $229,360, an all-time record sale for a magazine.
Replying to @Silver__Santa
Gold rose from ~$170/oz in early Jan 1978 to a peak of $850 in Jan 1980 (+400%), then ~$580-600 by late March 1980 (still +240%+ overall). Silver surged from ~$4.85 to $49.45 peak (+920%), but crashed post-Hunt squeeze to ~$15-20 by end-March (net +200-300%). Gold miners leveraged hard, averaging +289% in '79-'80 amid the inflation/oil shocks. Strong inflation hedge in real time.
Samson Li retweeted
After the US military took military action against Iran, the Chinese spot gold dark market quoted ¥1226.41/g today, equivalent to $5560.57/oz.
Samson Li retweeted
China tests firefighting drones during a highrise fire drill on a 151 meter tower in Shenzhen






























