Xi Jinping

President of China and General Secretary of the Chinese Communist Party.

Predictions & track record (1)

• Awaiting grading CXMT Jumped 466% on Debut to $487 Billion. Why Does Morningstar Call It 68% Overpriced?Check by end-2028 whether CXMT's global DRAM market share clears 15% and whether its cost-per-bit gap narrows without EUV access, settling whether Nomura's tripling target or Morningstar's 68%-below-open fair value was closer to right.

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• Watch China's rare-earth magnet exports to the US sink to lowest monthly average since 2021, despite October truce The Kobeissi Letter (@KobeissiLetter) · 2026-07-22