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Feb 19, 02:09
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Still waiting for official statement from $BABA IR about when 3QFY26 results will be released. But @KraneShares is a very reliable source and I won’t be surprised if they do make a schedule announcement when markets in HK reopen on Friday. #StocksToWatch https://t.co/AZrNjng8R6
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No analysis
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Feb 18, 13:42
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Alibaba $BABA Releases Qwen 3.5; Influencers Highlight Open-Source Benchmarks #AI https://t.co/bU8w1szBnq
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Feb 18, 13:39
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Will be staying up to watch this. Both are exceptional players. Good luck, #AlexEala! https://t.co/jFq9Yo6Fyc
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Feb 18, 13:12
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Japan, China, USA.
If only our leaders could be like this. What a world we’d be living in. https://t.co/a1d3Y0nCz1
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Feb 18, 12:57
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Someone get this young talented lady a proper sponsor! @TalktoBPI @enjoyGLOBE @pldt @OlympicPHI https://t.co/0wISdNCQ8e
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Feb 18, 11:42
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Yet 85% of taxes also get stolen. Funny how that works. https://t.co/AC0xfnbP7P
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Feb 18, 11:40
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$AMZN shortly after Jim’s “difficult to own” tweet. Goddam legend. https://t.co/So15uXGLJp https://t.co/QGKFJCAjCe
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Feb 18, 07:18
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Larger doesn't necessarily mean better.
$MCD 2024 NPAT US$8.5B
$MXUBY 2024 NPAT US$0.6B https://t.co/722ufKwl0Q
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Feb 18, 06:17
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Unfortunately this is looking at things from a 2D perspective which I’m not surprised at the level of IQ in government today.
Lower rates normally result in lower financing cost. But when you have a tight supply situation now in the housing market, you will have exponentially https://t.co/R6Db68bvjb
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Feb 18, 04:22
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More debt for our country to line the pockets of our beloved politicians. Nice. https://t.co/LNryHvoq11
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Feb 18, 03:46
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Guess the ticker.😅 https://t.co/OujQyVahSZ
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Feb 18, 03:06
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All I see is a very smart, talented, and drop-dead gorgeous young lady building a bridge between two cultures and spreading love for an American sport in the world’s biggest market while making a ton of money doing it. https://t.co/74oO6AZf4j
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Feb 18, 01:34
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If you’ve been following his warnings since 2013, you would have avoided the biggest crash in history and spared your portfolio 336% returns.🤡 https://t.co/l8XX7f9u0H
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Feb 17, 13:55
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This gets the dumbest China FUD post of the day award.🤡 https://t.co/ZXOrKxsGm7
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Feb 17, 08:04
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We could see a major move from the Shanghai STAR 50 Index by the end of June 2026. NFA $KSTR https://t.co/Qwp5Q0nm8y
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Feb 17, 00:10
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If you're still wondering whether or not the bull market in gold (and silver) is soon coming to an end... https://t.co/ednH4nWyrP
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Feb 16, 15:53
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While Elon’s Optimus is still figuring out how to make that perfect latte and run faster than a human…
#Unitree
https://t.co/46UwhxS08m
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Feb 16, 09:54
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Sam right about now. https://t.co/2u6uKCIWqi https://t.co/URjH4LR0i8
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Feb 16, 09:09
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Alibaba’s Qwen app CNY promo sees orders of 15X more than initial expectations! $BABA https://t.co/2BJzp1EFq4
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Feb 16, 08:49
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Kung Hei Fat Choi! 🧧🧧🧧
May you have a prosperous Year of the Horse!! 🎆🎇🐴🐴🐴🎆🎇 https://t.co/Nml5XyD6Ps
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Feb 16, 08:16
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Someone check on Sam Altman. #Deepseek #ChatGPT #OpenAI https://t.co/WpLWu5qobO
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Feb 15, 15:28
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OpenAI complaining that Chinese AI does what artificial intelligence is supposed to do. https://t.co/P5hbKTFj9X
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Feb 15, 14:45
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Results are in. Most expect China ADRs to perform strongly as China goes on a weeklong holiday to celebrate CNY. Kung Hei Fat Choi! https://t.co/BhWxutTQ0K
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Feb 15, 14:23
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Did not have this in my 2026 bingo card. https://t.co/WpkmJOPjd9
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Feb 15, 06:09
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It’s truly amazing how Eileen Gu has managed to stay at the top of her game and focus given the enormous hate she’s received from lowlife beta males seething from her decision to represent her mother’s homeland. It takes zero courage to attack a person from behind a keyboard. It https://t.co/tPiB6YVxsj
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Feb 14, 14:35
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More than a decade ago, a similar incident led to a complete embargo of rare earth exports to Japan. https://t.co/INn3FY0oan
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Feb 14, 13:01
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It doesn’t seem like we’ve really reached a bottom yet in Bitcoin’s bear cycle. https://t.co/NnelyOyh7G
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Feb 14, 09:32
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Jan top 10.
$BYDDF $GELYF $XIACF $LI $NIO
No $TSLA. https://t.co/wa7ULj1xjF
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Feb 14, 07:41
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Always remember. When they say “according to sources familiar with the matter” it most likely means WE MADE IT UP.
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Feb 14, 07:40
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As an advisor to Trump, not sure how much weight in Navarro’s words. But if true, this is another crazy de facto manipulation of the markets after steel stocks tanked this week. I have no words left. BS reporting by the @FT as usual. https://t.co/qkkve5CZb4
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Feb 14, 07:35
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This photo needs no explanation. $WEN https://t.co/ZKlKYMFLWG
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Feb 14, 03:53
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Breaking: Pentagon withdraws list of Chinese firms allegedly providing support for the Chinese military because they realize it’s not the list Americans want to see.
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Feb 14, 03:29
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“Hopefully, (the Pentagon) pulled the document because removing CXMT and YMTC was an error.”
Lmao! They probably forgot to list CXMT and YMTC because they were too focused on shorting US listed ADRs. $BABA $BIDU $NIO https://t.co/qMcU5dRB4s
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Feb 14, 03:25
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The Magnificent Seven are down 11.5% from their highs and in correction mode. $MAGS https://t.co/jfcB3SWAin
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Feb 14, 02:58
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That’s a 6.6% annual drawdown in CN held UST over the past 5 years. Hardly what I would call “aggressive” but instead a sustained reasonable reduction in holdings. A truly aggressive sale would send US rates to 8%-10% in short order. https://t.co/6iGzuMmRKU https://t.co/rRn3feZmOP
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Feb 14, 01:58
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To say that $BABA's upcoming 3QFY26 results are going to be pivotal is an understatement. We are now rubbing against two major support levels. Friday's Pentagon list hatchet job could have been meant to drive this below and trigger automated selling. Would be interesting if https://t.co/aAol4ljvuJ
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Feb 14, 01:05
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What do you expect will happen to China ADRs during the upcoming CNY holiday break?
$BABA $JD $BIDU $KWEB $TCEHY $PDD $NIO $LI $XPEV $KC $GDS $BILI $FUTU $CQQQ
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Feb 14, 00:53
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WSJ still living up to its reputation as toilet paper of record. https://t.co/zRT30bun8B
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Feb 14, 00:52
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First, it’s smart manufacturing.
Next, it’s smart cities.
Then we will see the first smart country.
Few understand how this will unlock and unleash a tidal wave of social and economic gains not seen since the Industrial Revolution.
$MCHI $KBA $FXI $KSTR $CNYA https://t.co/PN830pyewb
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Feb 13, 17:43
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Big day for HK stocks as mainland investors pour in a net US$2.6B today via the Stock Connect. Alibaba $BABA gets 2nd most inflows at US$295m. Tencent grabs a similar amount. #StocksToWatch https://t.co/XHQjYAwIRd
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Feb 13, 16:49
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Pentagon list. Here one minute; gone the next. Nobody is buying this shit anymore.
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Feb 13, 15:08
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This is fucking criminal. https://t.co/WlrqmrbMB4
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Feb 13, 14:31
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Having $BABA $BIDU $NIO #Huawei on the Pentagon’s list of “Chinese firms allegedly aiding the PLA” is pretty definitive in its intention to target China’s AI sector. If you’re not sure why $NIO was added, the company is aiming to develop full stack AI capabilities with notable
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Feb 13, 13:55
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Never took the Pentagon for being a market manipulator. But here we are.
$BABA $BIDU $NIO $BYDDF https://t.co/6LoTzM5GVt
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Feb 13, 13:39
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Geesh! Literally every single US tech major is aiding the military in some form or another. Not a great way to smoothen things ahead of a Trump-Xi meet. This is like goading China to do something to derail any possible deal. It’s nothing if not predictable. $BABA https://t.co/vaD3cwkLdT
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Feb 13, 07:27
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BofA Sec Prefers GDS-SW, KINGSOFT CLOUD; Price Hikes Reflect Strong AI Demand $GDS $KC https://t.co/LY0icPGzLY
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Feb 13, 07:05
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$GDS still owns ~35% of this Singapore data center biz looking to IPO at $20B valuation.
GDS has a market cap of only $9.4B. You do the math.
#StocksToWatch
DayOne Data Centers, Backed by GDS-SW, Reportedly Plans USD5B US IPO as Early as This Yr https://t.co/RzHXwJ7wMa
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Feb 13, 06:23
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This is the kind of wishy-washy, back and forth trade policy that destroys investor confidence. You have an entire industry (steel) just getting back on its feet from what appeared to be a long-term policy to get rid of cheap imports. Now, after all the talk about getting https://t.co/oxqoxzwfml
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Feb 13, 04:07
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Value stocks don’t behave like this when the markets get defensive.
$PYPL $IVE https://t.co/CfUt6782qu
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Feb 13, 03:20
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If there’s one thing Trump has done that no other sitting President has been able to accomplish in the past 90 years, it’s implementing a massive tax increase while making Americans believe it’s the other guy paying more. People and companies will always be up in arms if you https://t.co/8sTlgQBNPH
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Feb 13, 03:04
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I beg to differ. Chinese have bought a net US$3.3B of Tencent via the Stock Connect in the past month. $TCEHY https://t.co/XNapGpxBeQ https://t.co/T7jhNV5ZaX https://t.co/Bro6hMJdOU
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Feb 13, 02:39
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China’s onshore markets shrugging off overnight slump on Wall Street. $KBA $MCHI $FXI $CNYA $KSTR https://t.co/mSXsYJjg9A
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Feb 13, 01:33
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The AI sector in China is nowhere near as grossly inflated as the one in the US. There will be a knee jerk reaction but expect these names to bounce back in @HKEXGroup as Beijing intensifies its support for the development of the industry. NFA https://t.co/399fCCuLsZ
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Feb 13, 01:00
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“It’s back to the situation where it’s like tariffs don’t exist. American customers are not thinking of [buying from] other places.”
Guess who pays for tariffs. https://t.co/hf7KSP6DSf
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Feb 13, 00:48
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Lmao! And the blame game begins. https://t.co/GhBXRXd03l
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Feb 12, 15:58
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Are you tired of winning yet? https://t.co/9xoal8GYzB
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Feb 12, 15:26
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Saylor says even if Bitcoin falls 90% to $8,000, he can just refinance the debt.
Becky Quick asks, “You think banks are going to lend to you at that point?”
Saylor’s reply to this simple but very smart question should scare the crap out of you.
https://t.co/2B6f3fp1CW
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Feb 12, 14:13
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It takes a special kind of scumbag to politicize sports and hijack it to further their twisted narratives.
Speaking as a former athlete.
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Feb 12, 13:54
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Almost a dead heat between buyers and sellers of $BABA via the Stock Connect today despite the weaker share price. AI advancements are heating up in China and Alibaba-backed Zhipu AI soared 30% in HK today. #StocksToWatch https://t.co/xhC4AtVnTr
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Feb 12, 13:19
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This is a good move and positive gesture ahead of their meeting. Of course anything can still happen between now and then. But I hope Beijing reciprocates to get us to a warmer level of discussion once it does happen. https://t.co/pEnm4ogCVH
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Feb 12, 10:54
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That’s an interesting way to stimulate spending ahead of Chinese New Year. Let’s see if it has any material impact on retail sales this February. $BABA $JD $PDD $BILI $MPNGF $KUASF https://t.co/3JIFajEuly
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Feb 12, 08:46
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Someone check on Sam. https://t.co/woSnPWcgLh
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Feb 12, 07:39
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Lmao! The only thing helping Softbank book a profit are unrealized gains from an inflated OpenAI that keeps losing money with no end in sight to this bottomless money pit.😂
SoftBank Vision Fund books $2.4 billion gain boosted by OpenAI bet https://t.co/0JMthxej5O
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Feb 12, 07:20
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Sensetime https://t.co/aIWbbAZNGZ riding the index inclusion wave as it joins the MSCI China Index $MCHI on Feb 27, 2026. #StocksToWatch https://t.co/nM8OINSTwe
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Feb 12, 06:30
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Oof. https://t.co/kDiyJoYdPl
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Feb 12, 06:14
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A whopping 62% increase in average daily trading volume in China’s domestic stock markets. Now amounts to about half the ADTV of the US equities markets. $KBA $MCHI $KSTR $FXI $CNYA https://t.co/IxLteNNWsH
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Feb 12, 05:42
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$BYDDF $GELYF $NIO $LI $XPEV $XIACF $ZK https://t.co/W3q6U7YxcV
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Feb 12, 05:41
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The pace at which Chinese firms are coming out with new AI models is dizzying to say the least. https://t.co/q4i7mThxpT
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Feb 12, 04:57
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Hong Kong listed AI/cloud names getting a lot of bids today. Zhipu AI (Knowledge Atlas) just dropped GLM-5 open source language model that rivals Anthropic’s Claude Opus 4.5 and Gemini 3 Pro. #StocksToWatch $KC $GDS https://t.co/elnbvD4B0W
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Feb 12, 03:17
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$BYDDF takes on the UK market.
BYD Joins Forces with Manchester City Football Club, Providing Brand Vehicles for Green Operations https://t.co/HlrGAkvuEt
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Feb 11, 20:59
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Gold and silver might see some big moves higher again these next couple of weeks. This is going to catch many off guard.
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Feb 11, 20:45
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Remember what I said about commodities & precious metals. https://t.co/qxadPxN7Wa
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Feb 11, 20:43
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Everything they don’t want us to know is a national security risk.
Everything they don’t want to have to explain is a national security risk.
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Feb 11, 20:28
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I’m starting to think OpenAI as a company won’t even exist in 5 years. Probably sooner.
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Feb 11, 17:34
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Why does this remind me of everything going on in our government today? https://t.co/X5JoFuPC6V
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Feb 11, 17:17
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A total of US$66m net selling in $BABA shares via the Stock Connect today ends 5 days of net inflows. Alibaba has been coming out with a string of AI/cloud-related announcements this past week. No exact date yet but 3QFY26 results might be coming out in a couple of weeks. https://t.co/YJ6QkP7r3z
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Feb 11, 17:06
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The promise of reducing debt by cutting interest rates is a false one. People who have no control over their spending will only spend more if the cost of debt becomes very low. Low rates will almost guarantee an increase in debt later on.
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Feb 11, 16:47
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Nope, people aren’t selling gold to buy BTC.
Someone check on Saylor. https://t.co/fhFfpZgR2o
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Feb 11, 16:38
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$BABA #AI #CloudComputing https://t.co/4HE0i0Zlfb
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Feb 11, 16:36
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Yes, and that’s why you don’t tell your largest creditors to GFY. And why you don’t launch a trade war with the very countries that gorge on your debt. Low interest rates because nations want your debt is very different from low rates because you just say they have to be low. https://t.co/2J93MgPUdN
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Feb 11, 16:23
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https://t.co/Jd5Al8dhxN https://t.co/Rasgm6kYkQ
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Feb 11, 16:20
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For the Nth friggin’ time, strong economic numbers DO NOT necessitate more stimulus via lower rates! All you are doing is fanning inflation and weakening your own currency to the detriment of the majority of the population. But it’s great for alternative/risk assets and https://t.co/MmNENyAiJA
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Feb 11, 13:15
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$BABA $KC $GDS $BIDU $TCEHY $KWEB https://t.co/mmqHPQlVsF
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Feb 11, 08:43
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Netease, Inc. $NTES first out of the gate with 4QFY25 results. And they missed estimates quite badly.
❌Revenue +3% to US$3.9B vs. US$4.15B est.
❌Non-GAAP EPS -27% to US$1.58 vs. US$2.04 est.
#StocksInNews #StocksToWatch https://t.co/7tJ5VZSOBz https://t.co/UGv6xcrd0x
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Feb 11, 08:26
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Heads up on CN and HK holidays this coming Chinese New Year:
Hong Kong markets closed Feb. 17 to Feb. 19.
China markets closed Feb. 15 to Feb. 22.
$KBA $MCHI $EWH $KSTR $FXI $CNYA $KWEB
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Feb 11, 06:06
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This is the travesty in modern capital markets.
China is an economy 24X larger than Taiwan yet only gets 5% more weighting in the MSCI Emerging Markets index allocation.
South Korea, a nation clearly very advanced, with a per capita income 250% higher than China, is arguably https://t.co/YGlJQy1An2
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Feb 11, 03:50
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The Shanghai Composite Index is textbook bullish technicals. NFA. $KBA $KSTR $MCHI $FXI $CNYA https://t.co/ThriMn3WTa
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Feb 11, 03:02
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What we are seeing these past few weeks is a much-needed consolidation in the commodities and precious metals space. Get ready.
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Batch analyzed (3 ideas in batch of 50)...
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Feb 11, 01:50
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Inflation comes in below expectations in January as 1.4 billion Chinese consumers have to contend with the horrible reality that prices of goods today are not that much different than they were a year ago.😉 https://t.co/bqtM2IpbnH
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Feb 10, 16:32
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The mental acuity of a cactus. https://t.co/YLkXdG5zb9
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Feb 10, 10:41
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Alibaba $BABA saw a positive net flow via the Stock Connect with US$21m in net buying today. Taobao Instant Commerce goods sold relating to Chinese New Year surged 3.5X with growth driven by lower tier cities. Company released its Qwen Image 2.0 model. #StocksToWatch https://t.co/xgg8Ze9Y4d
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Feb 10, 07:32
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Pop Mart keeps popping. $PMRTY https://t.co/FFDUPy9X8D https://t.co/TXe1GTg8Rb
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Feb 10, 07:21
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Gold prices holding above 5,000 is a big deal.
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Feb 10, 06:39
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$BABA just dropped #Qwen Image 2.0. https://t.co/7EZ64OjxIB
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Feb 09, 16:24
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This means it will be better than expected. Bookmark this. https://t.co/5Smuj2vih5
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Batch analyzed (2 ideas in batch of 50)...
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Feb 09, 16:20
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Gold has not only reclaimed 5000. It also shot back above its 9d moving average and flipped the tables on shorts hoping that last week’s correction signaled the top of this precious metals bull market. $GLD $AU $B $RGLD $AGI $NEM $SSRM $AEM $KGC https://t.co/B6eelnWHNq
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Feb 09, 15:45
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Elon giving new meaning to the phrase “Promise the stars but not the moon.” https://t.co/KGfz3qoUR8
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Batch analyzed (2 ideas in batch of 50)...
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Feb 09, 14:26
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Imagine not owning Chinese tech stocks. $KSTR $KWEB $BABA $TCEHY $BIDU $NIO $LI $XPEV $BYDDF $XIACF $MPNGF $KUASF https://t.co/hNj5vQsf29
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Feb 09, 11:54
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I was saying to expect more support policies to boost auto sales after a correction in January/February. It’s coming. $BYDDF $XIACF $GELYF $NIO $LI $XPEV $ZK https://t.co/r8mIyErLuE
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Feb 09, 11:52
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$BABA $JD $PDD https://t.co/IiumwBNWBQ
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Feb 09, 10:55
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Quiet day for $BABA in the #StockConnect with net buying of just US$6.8m. Market is anticipating more news from the company on AI with an upcoming release of Qwen its 3.5 foundational model. https://t.co/T5mBOA8bsi
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Batch analyzed (2 ideas in batch of 50)...
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