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kai

@kai_hudi · Tokyo · joined 06 Sep 2008

making everything tradable @tradeonhudi

11 746Followers
1 832Following
68Posts total
48.1KViews on collected posts

Against accounts of the same size

15 posts from the last 90 days, next to the 10K–100K follower range. reaches fewer people than peers, but engages them much harder.

Median views228this account964median for 10K–100K
Reach, %1.94%this account3.25%median for 10K–100K
Engagement, %2.64%this account2.01%median for 10K–100K
MetricThis accountMedian for 10K–100KRatio
Median views per post2289640.24×
Reach (views ÷ followers)1.94%3.25%0.60×
Engagement rate2.64%2.01%1.31×

Others in this range →   Compare with another account →   How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

1.1K31 Aug
39.6K
178
228
275
98
58
77
47
205
44
265
3.2K2 Sep
4173 Sep

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

3.06%31 Aug
0.05%
2.25%
1.75%
1.82%
5.10%
6.90%
3.90%
8.51%
1.95%
9.09%
2.64%
1.57%2 Sep
5.04%3 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 2.01%.

What the audience does

Likes72.8%163 in total
Reposts6.7%15 in total
Replies12.9%29 in total
Quotes0.9%2 in total
Bookmarks6.7%15 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

if there’s something people have a strong view on, hudi should make it tradeable. BYD is the first ticker chosen by the community. trade it starting today at HK open. available 24/7. a lot more interesting exposures are coming. 417 views · 19 likes · 2 reposts · 0 replies 03 Sep 2026 · Open on X →
Rolling deep to Sui Basecamp with the whole Hudi team. Will give my take on the future of social trading and unlocking global financial access. See you in October. https://t.co/ajaIXttrGw 3.2K views · 38 likes · 4 reposts · 7 replies 02 Sep 2026 · Open on X →
Bookmark my Shein IPO prediction for later: Grey market trading is already ~17% below the IPO price, so a bad opening is already consensus. That makes me think we get an ugly debut followed by a surprisingly violent recovery as people decide a company doing $40B+ of revenue is 265 views · 6 likes · 0 reposts · 1 replies 31 Aug 2026 · Open on X →
Most investors can buy Nvidia in 30 secondsHalf of the companies mentioned here can only be traded on their respective domestic exchanges with strict nationality requirements, KYC and capital restrictions. Most will be traded on Hudi on day 1 and if they are not, they will prove 44 views · 4 likes · 0 reposts · 0 replies 31 Aug 2026 · Open on X →
So zooming back out: The "AI trade" isn't Nvidia. It's: 🇺🇸 Nvidia 🇹🇼 TSMC 🇯🇵 Shin-Etsu 🇯🇵 SUMCO 🇯🇵 Tokyo Electron 🇳🇱 ASML 🇯🇵 DISCO 🇰🇷 SK Hynix 🇯🇵 Ajinomoto 🇹🇼 Foxconn 🇹🇼 Wistron ...and dozens more. 205 views · 3 likes · 0 reposts · 1 replies 31 Aug 2026 · Open on X →
The packaged chip now enters Taiwan's industrial ecosystem: Foxconn (TPE:2317) Wistron (TPE:3231) Quanta (TPE:2382) Inventec (TPE:2356) They turn GPUs, CPUs, networking, memory, power and cooling into the racks hyperscalers actually deploy. 47 views · 3 likes · 0 reposts · 1 replies 31 Aug 2026 · Open on X →
Logic chips are mounted side by side with the memory, specifically HBM. We know Micron and SK Hynix are the big players here, but in every memory chip a thin film filament called the ABF substrate is applied in the packaging to route ultra-dense electrical signals in the memory h 77 views · 2 likes · 0 reposts · 1 replies 31 Aug 2026 · Open on X →
Eventually you have a finished wafer containing hundreds of individual dies. Now you have to separate them without destroying something that took months and billions of dollars of equipment to produce. Enter another Japanese specialist which controls a de facto monopoly in its 58 views · 3 likes · 0 reposts · 1 replies 31 Aug 2026 · Open on X →
With the photoresist on the wafer, a series of high precision mirrors bounces lasers to etch the circuit pattern into the coating. This is called lithography and there’s only one company in the world that makes the machines for the most bleeding edge chips: ASML ($ASML). China’s 98 views · 4 likes · 0 reposts · 1 replies 31 Aug 2026 · Open on X →
Before you can make a chip, you need wafers -- a mirror-smooth disc of almost perfectly pure silicon. Two Japanese suppliers Shin-Etsu Chemical (TYO: 4063) and Sumco Corp (TYO: 3436) basically control half the world’s supply. The AI boom starts here. https://t.co/WJfl0Dy6MA 275 views · 4 likes · 0 reposts · 1 replies 31 Aug 2026 · Open on X →
Once the wafer enters the fab, machines deposit material (deposition) and coats the wafer with light-sensitive chemicals (photoresist) so microscopic patterns can be etched into the wafer. The equipment providers: - Applied Materials ($AMAT) - Lam Research ($LRCX ) - Tokyo 228 views · 3 likes · 0 reposts · 1 replies 31 Aug 2026 · Open on X →
Nvidia designs the chip. Then the blueprint travels to Taiwan. TSMC ($TSM / TPE:2330) turns that design into silicon using some of the most advanced manufacturing processes ever created. But even TSMC is assembling a supply chaim built by other companies. It's turtles all the 178 views · 3 likes · 0 reposts · 1 replies 31 Aug 2026 · Open on X →
$NVDA just did $96B of revenue in one quarter. That's more than $1 billion every day. We all know that they don’t make chips anymore than Apple makes the iPhone. So when a hyperscaler orders another few billion dollars of GPUs... where does that money actually go? AI is not h 39.6K views · 18 likes · 2 reposts · 1 replies 31 Aug 2026 · Open on X →
shein starts trading on hkex tomorrow at 9:30 am hkt what to know: • ipo: hk$48.56 at ~$26.5b vs. ~$100b peak in 2022 • grey market: ~hk$42, >10% below ipo • 2026 revenue growth est.: ~2% vs. +41% in 2023 • ~273m active customers are you bullish or bearish on shein? 👀 ht 1.1K views · 25 likes · 6 reposts · 3 replies 31 Aug 2026 · Open on X →
Name the most interesting trade on earth right now. It's not on Robinhood. It's not on Hyperliquid. It's in Seoul, Tokyo, or Hong Kong. A PCB maker in Huizhou you've never heard of had a blockbuster IPO in Hong Kong. It's up 57x. Korea's national index trades like a memecoin, 2.4K views · 28 likes · 1 reposts · 9 replies 23 Jul 2026 · Open on X →

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