@Bobo14704372 M R ChristensenM R Christensen posts on X about $gds, $baba, china, $bidu the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 45% finance 21% countries 19% travel destinations 4% cryptocurrencies 4% automotive brands 4% technology brands 3% currencies 3% financial services 1% social networks 1%
Social topic influence $gds #7, $baba #143, china 17%, $bidu 17%, $zto 12%, ai 12%, $athm 12%, baba #2537, $htht 8%, express 6%
Top accounts mentioned or mentioned by @briantycangco @stockmktnewz @gavevincent @bkfviking123 @researchpulse1 @cnbc @pstasiatech @lycanbull @benbrey @lloydjamesross @xhlee23 @baiduinc @notreloadai @eftegarie @yardeni @yieldcurvebali @scmpnews @nytimes @equitybrian @haohongcfa
Top assets mentioned Alibaba Group (BABA) Autohome Inc. American Depositary Shares (ATHM) NovaBridge Biosciences (NBP) Yatsen Holding Ltd (YSG) KE Holdings Inc. (BEKE) Novo-Nordisk (NVO) HealthSci.AI (HSAI) Lennox International, Inc. (LII) XPENG INC. (XPEV) Polyhedra Network (ZKJ) Yum China Holdings, Inc. Common Stock (YUMC) Goldman Sachs (GS) DiDi Global Inc. (DIDIY) Merit Medical Systems Inc (MMSI) Nanobiotix S.A. (NBTX) NovaGold Resources Inc. (NG) NextDecade Corporation Common Stock (NEXT) XIAOMI CORP (XIACF) Carvana Co. (CVNA)
Top posts by engagements in the last [--] hours
"$zto Unmanned vehicles slash the cost per parcel on a shuttle leg from [----] yuan to about [---] yuan said Zhang Zongjun head of the Renqiu ZTO Express hub. And efficiency is soaring. "A courier might manage two round trips a day but these vehicles can do about six saving roughly two https://t.co/tbx6G4kO3E Unmanned vehicles slash the cost per parcel on a shuttle leg from [----] yuan to about [---] yuan said Zhang Zongjun head of the Renqiu ZTO Express hub. And efficiency is soaring. "A courier might manage two round trips a day but these vehicles can do about six saving roughly two"
X Link 2026-02-13T09:23Z [--] followers, [--] engagements
"@BrianTycangco $gds https://x.com/zkouwe/status/1956472404663836942 Tekne's Kothari shares his bull case for Chinese equities https://t.co/5eiACDPzvL $DIDIY $GDS $KZ via @CNBC https://x.com/zkouwe/status/1956472404663836942 Tekne's Kothari shares his bull case for Chinese equities https://t.co/5eiACDPzvL $DIDIY $GDS $KZ via @CNBC"
X Link 2026-02-13T10:03Z [--] followers, [---] engagements
"RT @pstAsiatech: Wow: Editorial Note: An agency letter requesting withdrawal of this document was received after placement on public inspe"
X Link 2026-02-13T15:36Z [--] followers, [--] engagements
"$baba Late last month #Moonshot a tech firm from Beijing unveiled its new #Kimi [---] release surprising the #AI community with its open-source performance across agents coding image video and a range of general intelligence tasks. The open-source model is going to save 90% of the https://t.co/uX5lx76Oke Late last month #Moonshot a tech firm from Beijing unveiled its new #Kimi [---] release surprising the #AI community with its open-source performance across agents coding image video and a range of general intelligence tasks. The open-source model is going to save 90% of the"
X Link 2026-02-14T08:45Z [--] followers, [--] engagements
"$gds The World's has [-----] Data Centers https://t.co/y8D2SbhZQi The World's has [-----] Data Centers https://t.co/y8D2SbhZQi"
X Link 2026-02-14T18:49Z [--] followers, [--] engagements
"$htht Hotel Prices in Small Chinese Cities Jump During Chinese New Year Holiday https://t.co/7I1tFCM19s Hotel Prices in Small Chinese Cities Jump During Chinese New Year Holiday https://t.co/7I1tFCM19s"
X Link 2026-02-15T08:20Z [--] followers, [--] engagements
"$baba We're watching the biggest shift in global economic power unfold in real time. While America debates tariffs subpoenas its own Fed Chair and spends $380 billion on AI infrastructure with no measurable returns. China just executed the most AGGRESSIVE industrial strategy https://t.co/NzDU5rE7UE We're watching the biggest shift in global economic power unfold in real time. While America debates tariffs subpoenas its own Fed Chair and spends $380 billion on AI infrastructure with no measurable returns. China just executed the most AGGRESSIVE industrial strategy https://t.co/NzDU5rE7UE"
X Link 2026-02-16T19:38Z [--] followers, [--] engagements
"@Lycanbull Well done again Wei Fu๐ช๐ป $nbp https://newsfilter.io/articles/i-mab-announces-open-market-purchases-of-company-american-depositary-shares-by-board-member-e3e55f6b8756128a0c8da68b543b2001 https://newsfilter.io/articles/i-mab-announces-open-market-purchases-of-company-american-depositary-shares-by-board-member-e3e55f6b8756128a0c8da68b543b2001"
X Link 2026-01-22T08:56Z [--] followers, [--] engagements
"$ysg Chinas Cosmetics Sales Top CNY1.1 Trillion for First Time https://t.co/K0fgbo0GKX Chinas Cosmetics Sales Top CNY1.1 Trillion for First Time https://t.co/K0fgbo0GKX"
X Link 2026-01-22T09:58Z [--] followers, [--] engagements
"$hsai https://x.com/yicaichina/status/2014669647329509797 US Can't Match China in Physical AI Hesai CEO Says https://t.co/LP4OAudf1d https://x.com/yicaichina/status/2014669647329509797 US Can't Match China in Physical AI Hesai CEO Says https://t.co/LP4OAudf1d"
X Link 2026-01-23T17:48Z [--] followers, [--] engagements
"$nbp https://x.com/notreload_ai/status/2019784524926759284 $NBP $TII $MMSI $NBTX $NG $NEXT -- THE WSJ https://t.co/epotIdOvMM https://x.com/notreload_ai/status/2019784524926759284 $NBP $TII $MMSI $NBTX $NG $NEXT -- THE WSJ https://t.co/epotIdOvMM"
X Link 2026-02-07T11:02Z [--] followers, [--] engagements
"$athm I was saying to expect more support policies to boost auto sales after a correction in January/February. Its coming. $BYDDF $XIACF $GELYF $NIO $LI $XPEV $ZK I was saying to expect more support policies to boost auto sales after a correction in January/February. Its coming. $BYDDF $XIACF $GELYF $NIO $LI $XPEV $ZK"
X Link 2026-02-09T17:39Z [--] followers, [--] engagements
"$bidu Baidu is quietly positioning itself as a key player in China's embodied intelligence race. Two data points tell the story. First a new Omdia report shows Baidu Cloud holds 35% of China's embodied intelligence AI cloud market in 1H25. That's more than double the second-place https://t.co/IO8igLIe6I Baidu is quietly positioning itself as a key player in China's embodied intelligence race. Two data points tell the story. First a new Omdia report shows Baidu Cloud holds 35% of China's embodied intelligence AI cloud market in 1H25. That's more than double the second-place"
X Link 2026-02-11T08:12Z [--] followers, [--] engagements
"@StockMKTNewz And $zto"
X Link 2026-02-12T13:59Z [--] followers, [--] engagements
"$htht Hotel Prices in Small Chinese Cities Jump During Chinese New Year Holiday https://t.co/7I1tFCM19s Hotel Prices in Small Chinese Cities Jump During Chinese New Year Holiday https://t.co/7I1tFCM19s"
X Link 2026-02-12T16:06Z [--] followers, [--] engagements
"$baba Warning to EM bulls - this may not be great for your (our) biases A fun hour with @gave_vincent and @BenBrey https://t.co/ywDZEkkIZm https://t.co/n9FqMpbyCe Warning to EM bulls - this may not be great for your (our) biases A fun hour with @gave_vincent and @BenBrey https://t.co/ywDZEkkIZm https://t.co/n9FqMpbyCe"
X Link 2026-02-13T09:11Z [--] followers, [---] engagements
"@StockMKTNewz And $htht"
X Link 2026-02-13T09:38Z [--] followers, [--] engagements
"RT @lloydjamesross: Ant Financial may one day end up becoming worth the same market cap as $BABA itself. $370 billion. Baba owns 30%"
X Link 2026-02-14T19:08Z [--] followers, [--] engagements
"$zto Since mid-to-late January the express delivery sector has entered its annual "Chinese New Year goods season." As the festive atmosphere intensifies booming demand for holiday shopping and gift-sending has driven a surge in parcel volumes. According to the State Post Bureau https://t.co/Y1Oz0cf5tx Since mid-to-late January the express delivery sector has entered its annual "Chinese New Year goods season." As the festive atmosphere intensifies booming demand for holiday shopping and gift-sending has driven a surge in parcel volumes. According to the State Post Bureau https://t.co/Y1Oz0cf5tx"
X Link 2026-02-15T08:24Z [--] followers, [--] engagements
"$baba $bidu $gds "One horse leading the way." This saying refers to being the first or leading a race. It could not be more appropriate in describing #China's advanced position in the AI arena. China is now home to over [----] AI enterprises with its core AI industry expected to have surpassed https://t.co/QYiLHyMLlZ "One horse leading the way." This saying refers to being the first or leading a race. It could not be more appropriate in describing #China's advanced position in the AI arena. China is now home to over [----] AI enterprises with its core AI industry expected to have surpassed"
X Link 2026-02-15T08:26Z [--] followers, [---] engagements
"@XH_Lee23 $htht"
X Link 2025-10-27T10:03Z [--] followers, [--] engagements
"$gds The AI investment boom is accelerating: Global AI spending is projected to jump +50% YoY to a record $1.48 trillion in [----]. In [----] it is set to rise by another +37% YoY to $2.02 trillion. If the global economy continues to grow at the current pace total AI investment could https://t.co/UQpFiusfyl The AI investment boom is accelerating: Global AI spending is projected to jump +50% YoY to a record $1.48 trillion in [----]. In [----] it is set to rise by another +37% YoY to $2.02 trillion. If the global economy continues to grow at the current pace total AI investment could"
X Link 2025-10-27T10:10Z [--] followers, [--] engagements
"$gds Data center loads expected to double by [----] https://t.co/TljeHoaIXP Data center loads expected to double by [----] https://t.co/TljeHoaIXP"
X Link 2025-10-27T10:13Z [--] followers, [--] engagements
"$bidu .@Baidu_Inc will begin pre-sales of its Xiaodu AI Glasses Pro on Nov. [--] sources told Yicai. The new smart glasses feature advanced AI functions including real-time translation object recognition smart note-taking and voice recording. The official launch is set for Nov. [--]. https://t.co/OrMRi8zHvE .@Baidu_Inc will begin pre-sales of its Xiaodu AI Glasses Pro on Nov. [--] sources told Yicai. The new smart glasses feature advanced AI functions including real-time translation object recognition smart note-taking and voice recording. The official launch is set for Nov. 10."
X Link 2025-10-28T10:56Z [--] followers, [---] engagements
"$baba $bidu $gds JPMorgan Sees #HongKong Stocks Rising into Next Year Global Investors Still Favor Chinese Tech https://t.co/HdA4a088sJ JPMorgan Sees #HongKong Stocks Rising into Next Year Global Investors Still Favor Chinese Tech https://t.co/HdA4a088sJ"
X Link 2025-10-29T06:55Z [--] followers, [---] engagements
"$athm Chinese carmakers posted their best month ever in Europe: "Companies led by BYD SAICs MG & Chery captured a record 7.4% of all passenger-car sales across Europe according to researcher #Dataforce & surpassed South Korean carmakers like Kia for the first time" โกโกโก https://t.co/34HMG2ItEi Chinese carmakers posted their best month ever in Europe: "Companies led by BYD SAICs MG & Chery captured a record 7.4% of all passenger-car sales across Europe according to researcher #Dataforce & surpassed South Korean carmakers like Kia for the first time" โกโกโก https://t.co/34HMG2ItEi"
X Link 2025-10-30T13:35Z [--] followers, [--] engagements
"$gds Weve lost its all being funded out of free cash flow as a talking point. Weve lost its all being funded out of free cash flow as a talking point"
X Link 2025-10-31T07:44Z [--] followers, [--] engagements
"$yumc US #coffee chain giant Starbucks revealed its fourth-quarter financial report for fiscal year [----]. The company's operating revenues in the Chinese market continued to rise for four consecutive quarters to USD [-----] mln a YoY growth of 6%. โ๐น https://t.co/mPgHf0773m US #coffee chain giant Starbucks revealed its fourth-quarter financial report for fiscal year [----]. The company's operating revenues in the Chinese market continued to rise for four consecutive quarters to USD [-----] mln a YoY growth of 6%. โ๐น https://t.co/mPgHf0773m"
X Link 2025-11-02T17:10Z [--] followers, [--] engagements
"@notreload_ai $htht https://newsfilter.io/articles/h-world-group-marks-20th-anniversary-and-unveils-quality-driven-growth-strategy-0b42f75992aeb1cdb77973db37698e0e https://newsfilter.io/articles/h-world-group-marks-20th-anniversary-and-unveils-quality-driven-growth-strategy-0b42f75992aeb1cdb77973db37698e0e"
X Link 2025-11-03T15:11Z [--] followers, [--] engagements
"@eftegarie https://x.com/Bobo14704372/status/1971257316378116501 @BrianTycangco $CVNA $51.8B mcap $3.9B net debt $210m net income [----] Stock +91.9% YTD $ATHM $3.4B mcap $3.2B net cash $230m net income [----] Stock +11.3% YTD China already has the worlds largest car market. The largest EV market. And it will have the worlds largest 2nd hand car market. https://x.com/Bobo14704372/status/1971257316378116501 @BrianTycangco $CVNA $51.8B mcap $3.9B net debt $210m net income [----] Stock +91.9% YTD $ATHM $3.4B mcap $3.2B net cash $230m net income [----] Stock +11.3% YTD China already has the worlds"
X Link 2025-11-03T16:22Z [--] followers, [---] engagements
"@StockMKTNewz And $htht"
X Link 2025-11-05T21:50Z [--] followers, [--] engagements
"$gds Full stack $BABA Full stack $BABA"
X Link 2025-11-09T09:17Z [--] followers, [---] engagements
"$bidu Goldman forecasts robotaxi deployment (2.8x) lead by China in [----] will grow to 18x by [----] End 2025: China : [----] US : [----] 2030: China : [------] US : [-----] https://t.co/rqBuTjy5Ls Goldman forecasts robotaxi deployment (2.8x) lead by China in [----] will grow to 18x by [----] End 2025: China : [----] US : [----] 2030: China : [------] US : [-----] https://t.co/rqBuTjy5Ls"
X Link 2025-11-09T15:14Z [--] followers, [--] engagements
"$baba $bidu $gds I think this is a buy on the dip market particularly with AI says @yardeni. The payoff is actually in the cloud providers - theyre making a fortune as a result of AI. https://t.co/NEEBpePvpJ I think this is a buy on the dip market particularly with AI says @yardeni. The payoff is actually in the cloud providers - theyre making a fortune as a result of AI. https://t.co/NEEBpePvpJ"
X Link 2025-11-10T13:26Z [--] followers, [---] engagements
"$bidu Here's every move Cathie Wood and Ark Invest made in the stock market today 11/10 https://t.co/lBvgs7rTuj Here's every move Cathie Wood and Ark Invest made in the stock market today 11/10 https://t.co/lBvgs7rTuj"
X Link 2025-11-11T11:47Z [--] followers, [--] engagements
"$gds Goldman highlights strong AI tailwinds in China. Pointing to $BABA and $TCEHY as the major AI winners. https://t.co/buXonPr4z8 Goldman highlights strong AI tailwinds in China. Pointing to $BABA and $TCEHY as the major AI winners. https://t.co/buXonPr4z8"
X Link 2025-11-11T19:07Z [--] followers, [---] engagements
"$baba $bidu Here's every move Cathie Wood and Ark Invest made in the stock market today 11/11 https://t.co/VPuBihzBrE Here's every move Cathie Wood and Ark Invest made in the stock market today 11/11 https://t.co/VPuBihzBrE"
X Link 2025-11-12T11:07Z [--] followers, [---] engagements
"$gds Data centers now attract more investment than finding new oil supplies - Tech Crunch https://t.co/3rTrn68Dhb Data centers now attract more investment than finding new oil supplies - Tech Crunch https://t.co/3rTrn68Dhb"
X Link 2025-11-13T07:27Z [--] followers, [---] engagements
"$bidu I just posted Apollo Go's impressive metrics. [------] weekly rides. [--] million total. Global leader. Then I looked at what happened to https://t.co/0SdZbFk1VW and WeRide after their IPOs. Both raised $1 billion. Both broke issue prices immediately. The metrics are real. The I just posted Apollo Go's impressive metrics. [------] weekly rides. [--] million total. Global leader. Then I looked at what happened to https://t.co/0SdZbFk1VW and WeRide after their IPOs. Both raised $1 billion. Both broke issue prices immediately. The metrics are real. The"
X Link 2025-11-13T07:39Z [--] followers, [--] engagements
"$zto China's postal and express delivery firms have handled a record [-----] billion parcels during the Double [--] shopping festival from Oct. [--] to Nov. [--] according to the State Post Bureau. The daily average parcel volume reached [---] million up [---] times the normal daily business https://t.co/fZScj5toJi China's postal and express delivery firms have handled a record [-----] billion parcels during the Double [--] shopping festival from Oct. [--] to Nov. [--] according to the State Post Bureau. The daily average parcel volume reached [---] million up [---] times the normal daily business"
X Link 2025-11-13T07:50Z [--] followers, [--] engagements
"$zto China's express delivery sector handled [------] billion parcels in the first [--] months of the year up 16% from a year earlier according to the State Post Bureau. The countrys express delivery revenue rose 8.5% to CNY1.22 trillion (USD172 billion) in the period. https://t.co/hYFncBicAj China's express delivery sector handled [------] billion parcels in the first [--] months of the year up 16% from a year earlier according to the State Post Bureau. The countrys express delivery revenue rose 8.5% to CNY1.22 trillion (USD172 billion) in the period. https://t.co/hYFncBicAj"
X Link 2025-11-19T08:15Z [--] followers, [--] engagements
"$beke #IMPORTANT CHINA WEIGHS NEW PROPERTY STIMULUS WITH MORTGAGE SUBSIDIES. #CHINA #PROPERTY #REALESTATE https://t.co/n5qRHrfePM https://t.co/s6d8PdtwEo #IMPORTANT CHINA WEIGHS NEW PROPERTY STIMULUS WITH MORTGAGE SUBSIDIES. #CHINA #PROPERTY #REALESTATE https://t.co/n5qRHrfePM https://t.co/s6d8PdtwEo"
X Link 2025-11-20T08:05Z [--] followers, [--] engagements
"$zto Shares in ZTO Express HKG: [----] climbed 1.9% as of [----] a.m. today after the Chinese courier reported third-quarter net profit rose 6.7% to CNY2.5 billion (USD357 million) from a year ago while its revenue jumped 11% to CNY11.9 billion (USD1.7 billion). https://t.co/vGClKXWxhm Shares in ZTO Express HKG: [----] climbed 1.9% as of [----] a.m. today after the Chinese courier reported third-quarter net profit rose 6.7% to CNY2.5 billion (USD357 million) from a year ago while its revenue jumped 11% to CNY11.9 billion (USD1.7 billion). https://t.co/vGClKXWxhm"
X Link 2025-11-20T08:10Z [--] followers, [--] engagements
"$yumc Yum China Holdings the parent company of KFC and Pizza Hut in China would add more than [---] net new Pizza Hut stores annually over the next three years and expected to double operating profit in #China for the brand by [----] compared with [----]. ๐๐๐๐ https://t.co/4XWq4FfhgN Yum China Holdings the parent company of KFC and Pizza Hut in China would add more than [---] net new Pizza Hut stores annually over the next three years and expected to double operating profit in #China for the brand by [----] compared with [----]. ๐๐๐๐ https://t.co/4XWq4FfhgN"
X Link 2025-11-20T08:20Z [--] followers, [--] engagements
"$bidu According to Goldman Sachs Chinas nascent robotaxi market is expected to rise from $54mn this year to $47bn by [----]. The fleet size of driverless taxis will reach 1.9mn by [----] capturing [--] per cent penetration of the broader taxi market compared with [----] vehicles and a [---] https://t.co/qTbcqNtMVR According to Goldman Sachs Chinas nascent robotaxi market is expected to rise from $54mn this year to $47bn by [----]. The fleet size of driverless taxis will reach 1.9mn by [----] capturing [--] per cent penetration of the broader taxi market compared with [----] vehicles and a 0.1"
X Link 2025-11-20T14:58Z [--] followers, [---] engagements
"$baba $bidu $hsai Chinese stocks in [----] are like the S&P [---] in [----]. My takeaway from a great talk with @gave_vincent https://t.co/0RMvk6eCe8 Chinese stocks in [----] are like the S&P [---] in [----]. My takeaway from a great talk with @gave_vincent https://t.co/0RMvk6eCe8"
X Link 2025-11-22T13:12Z [--] followers, [---] engagements
"@BrianTycangco $gds https://x.com/erik_ywr/status/1991973042734641629 Chinese stocks in [----] are like the S&P [---] in [----]. My takeaway from a great talk with @gave_vincent https://t.co/0RMvk6eCe8 https://x.com/erik_ywr/status/1991973042734641629 Chinese stocks in [----] are like the S&P [---] in [----]. My takeaway from a great talk with @gave_vincent https://t.co/0RMvk6eCe8"
X Link 2025-11-24T09:07Z [--] followers, [---] engagements
"$gds Data center operator https://t.co/UXerYRV1IY has begun listing its real estate assets to pay down debt as it races to capitalize on growing demand for AI computing. https://t.co/QJhVY8I3SR https://t.co/X1dIBbny6o Data center operator https://t.co/UXerYRV1IY has begun listing its real estate assets to pay down debt as it races to capitalize on growing demand for AI computing. https://t.co/QJhVY8I3SR https://t.co/X1dIBbny6o"
X Link 2025-11-26T12:03Z [--] followers, [--] engagements
"$baba $bidu $gds Nvidia $NVDA CEO Jensen Huang just said: I would like everybody to assume China is a bonus opportunity for the future https://t.co/yY6GQWYCBB Nvidia $NVDA CEO Jensen Huang just said: I would like everybody to assume China is a bonus opportunity for the future https://t.co/yY6GQWYCBB"
X Link 2025-12-01T15:31Z [--] followers, [--] engagements
"@StockMKTNewz Including $htht ๐"
X Link 2025-12-01T21:26Z [--] followers, [--] engagements
"@YieldCurveBalI $athm MC: $276 B Total cash holdings (including cash cash equivalents and short-term investments) amounted to roughly $3.07 billion USD ๐"
X Link 2025-12-03T19:52Z [--] followers, [--] engagements
"$gds Power and data centres will put China ahead of US in the AI race says investor AI is now a race to build data centres and secure electricity says investor Allen Zhu who argues Chinas energy push puts it ahead https://t.co/5Sqd5lcezf via @scmpnews Power and data centres will put China ahead of US in the AI race says investor AI is now a race to build data centres and secure electricity says investor Allen Zhu who argues Chinas energy push puts it ahead https://t.co/5Sqd5lcezf via @scmpnews"
X Link 2025-12-11T08:22Z [--] followers, [--] engagements
"$bidu $baba China is considering an incentives package of as much as $70 billion to support its chipmaking industry https://t.co/nLuCJ9jOS2 China is considering an incentives package of as much as $70 billion to support its chipmaking industry https://t.co/nLuCJ9jOS2"
X Link 2025-12-13T09:59Z [--] followers, [--] engagements
"$bidu $baba $gds"
X Link 2025-12-23T11:04Z [--] followers, [---] engagements
"$baba In China A.I. Is Finding Deadly Tumors That Doctors Might Miss I think you can [---] percent say A.I. saved their lives he said. https://t.co/pKFWrZDGMq via @NYTimes In China A.I. Is Finding Deadly Tumors That Doctors Might Miss I think you can [---] percent say A.I. saved their lives he said. https://t.co/pKFWrZDGMq via @NYTimes"
X Link 2026-01-04T08:39Z [--] followers, [--] engagements
"$gds This is Amazons new $11B campus in St. Joseph County Indiana for AI data center buildout. Projected at [---] GW power draw. Insane when you think that this is only one of many and that there are even a lot bigger planned. https://t.co/72XCkbtWyb This is Amazons new $11B campus in St. Joseph County Indiana for AI data center buildout. Projected at [---] GW power draw. Insane when you think that this is only one of many and that there are even a lot bigger planned. https://t.co/72XCkbtWyb"
X Link 2026-01-04T08:49Z [--] followers, [--] engagements
"@EquityBrian @BrianTycangco Baidu (BIDU) holds an approximately 3.78% stake Grok"
X Link 2026-01-05T09:46Z [--] followers, [--] engagements
"@BrianTycangco Still on the right track ๐ $baba $bidu $gds https://x.com/HAOHONG_CFA/status/1768836950268793180 At press con the new CSRC chairman Wu Qing was asked whether the Shanghai Composite could rise back to [----]. Without a word Wu raised his hand and put up five fingers . He received thunderous applause from the audience. The crowd believed it meant [----]. Thats the highest https://t.co/hCrC4Wry5b https://x.com/HAOHONG_CFA/status/1768836950268793180 At press con the new CSRC chairman Wu Qing was asked whether the Shanghai Composite could rise back to [----]. Without a word Wu raised his"
X Link 2026-01-06T07:42Z [--] followers, [---] engagements
"@HAOHONG_CFA Again Hao Thanks a million for the wise words ๐ $baba $bidu $gds"
X Link 2026-01-06T09:55Z [--] followers, [---] engagements
"$gds GS: Analysts expect hyperscaler capex to total $540 billion in [----] https://t.co/rWGFiWAcfX GS: Analysts expect hyperscaler capex to total $540 billion in [----] https://t.co/rWGFiWAcfX"
X Link 2026-01-07T07:24Z [--] followers, [--] engagements
"@dyz_ob And $gds"
X Link 2026-01-08T19:45Z [--] followers, [--] engagements
"$athm 1/2 FT: "Chinas auto exports will expand by as much as [--] per cent to a record of more than 7mn this year as carmakers try to offset collapsing domestic sales of petrol cars and slowing electric vehicle growth." https://t.co/n9DlFozbzq via @ft 1/2 FT: "Chinas auto exports will expand by as much as [--] per cent to a record of more than 7mn this year as carmakers try to offset collapsing domestic sales of petrol cars and slowing electric vehicle growth." https://t.co/n9DlFozbzq via @ft"
X Link 2026-01-09T06:49Z [--] followers, [--] engagements
"@ResearchPulse1 Goldman Sachs analysts forecast that pills could capture roughly 24% or about $22 billion of the global weight-loss drug market by [----]. $nvo https://www.cnbc.com/2026/01/10/2026-is-the-year-of-obesity-pills-from-novo-nordisk-eli-lilly-.html https://www.cnbc.com/2026/01/10/2026-is-the-year-of-obesity-pills-from-novo-nordisk-eli-lilly-.html"
X Link 2026-01-11T14:12Z [--] followers, [---] engagements
"@StockMKTNewz $athm https://x.com/AdrianMaster99/status/1986543238921032176 $ATHM Its trading after their earnings beat at 13x earnings with an EV of -80M (yes minus) and 7% dividend yield based on RMB1.5B guidance. https://x.com/AdrianMaster99/status/1986543238921032176 $ATHM Its trading after their earnings beat at 13x earnings with an EV of -80M (yes minus) and 7% dividend yield based on RMB1.5B guidance"
X Link 2026-01-11T20:09Z [--] followers, [--] engagements
"@ResearchPulse1 $nvo https://www.newswire.ca/news-releases/health-canada-approves-rybelsus-r-semaglutide-tablets-to-reduce-the-risk-of-major-adverse-cardiovascular-events-mace-in-adults-with-type-2-diabetes-802367212.html https://www.newswire.ca/news-releases/health-canada-approves-rybelsus-r-semaglutide-tablets-to-reduce-the-risk-of-major-adverse-cardiovascular-events-mace-in-adults-with-type-2-diabetes-802367212.html"
X Link 2026-01-12T12:18Z [--] followers, [--] engagements
"@BrianTycangco $athm"
X Link 2026-01-13T06:06Z [--] followers, [---] engagements
"Must read: $baba https://x.com/EquityBrian/status/2011483537992536184 Heres the link to the full post: https://t.co/IJPRi65VAV https://x.com/EquityBrian/status/2011483537992536184 Heres the link to the full post: https://t.co/IJPRi65VAV"
X Link 2026-01-14T17:59Z [--] followers, [--] engagements
"$athm You heard the man. This is what I was expecting for Beijing to do. There is still immense potential in Chinas car market as it seeks to replace 400m ICE cars on the roads with NEVs. $NIO $BYDDF $GELYF $LI $XPEV $ZK You heard the man. This is what I was expecting for Beijing to do. There is still immense potential in Chinas car market as it seeks to replace 400m ICE cars on the roads with NEVs. $NIO $BYDDF $GELYF $LI $XPEV $ZK"
X Link 2026-01-14T18:07Z [--] followers, [--] engagements
"@StockMKTNewz And $zto"
X Link 2026-01-14T20:34Z [--] followers, [--] engagements
"@distressedbr A Very conservative liquidation value for $CSAN focusing on cash and accounts receivable is approximately [----] USD per share. Grok"
X Link 2025-07-22T07:08Z [--] followers, [--] engagements
"JP Morgan maintains Yatsen Holding with a Neutral and lowers the price target from $4.7 to $3.8 $ysg"
X Link 2024-06-18T09:10Z [--] followers, [--] engagements
"$nsis https://www.globenewswire.com/news-release/2024/11/07/2976334/0/en/Q3-update-Novonesis-delivers-strong-Q3-results-and-now-expects-full-year-organic-sales-growth-at-the-upper-end-of-7-8.html https://www.globenewswire.com/news-release/2024/11/07/2976334/0/en/Q3-update-Novonesis-delivers-strong-Q3-results-and-now-expects-full-year-organic-sales-growth-at-the-upper-end-of-7-8.html"
X Link 2024-11-07T07:10Z [--] followers, [--] engagements
"Must see ๐ฏ $baba The China BULL Market May Have Only Just Begun - Louis-Vincent Gave https://t.co/D53IypJoLq (with correct link) @gave_vincent @MichaelMOTTCM https://t.co/01DwpAsktP The China BULL Market May Have Only Just Begun - Louis-Vincent Gave https://t.co/D53IypJoLq (with correct link) @gave_vincent @MichaelMOTTCM https://t.co/01DwpAsktP"
X Link 2025-02-09T19:24Z [--] followers, [---] engagements
"$zto https://www.insidermonkey.com/blog/zto-express-cayman-inc-zto-confirms-stability-with-no-change-in-share-capital-morgan-stanley-upgrades-rating-1572084/ https://www.insidermonkey.com/blog/zto-express-cayman-inc-zto-confirms-stability-with-no-change-in-share-capital-morgan-stanley-upgrades-rating-1572084/"
X Link 2025-07-22T09:55Z [--] followers, [--] engagements
"@investseekers $nsis"
X Link 2025-08-21T06:06Z [--] followers, [--] engagements
"$athm #Chinas #NEV Exports Soar 90% in First Nine Months as Automakers Step Up Overseas Push Amid Fierce Home Competition https://t.co/YNyhdXLIRe #Chinas #NEV Exports Soar 90% in First Nine Months as Automakers Step Up Overseas Push Amid Fierce Home Competition https://t.co/YNyhdXLIRe"
X Link 2025-10-17T03:08Z [--] followers, [--] engagements
"@bkfViking123 $imab I-Mab stock price target raised to $10 by Jefferies on rebranding new asset"
X Link 2025-10-19T05:59Z [--] followers, [---] engagements
"$athm Quick update on BYDs momentum in Europe France is now included bringing my BYD tracking to [--] European countries covering all major markets. Top markets (past [--] months): [--] UK [-----] [--] Spain [-----] [--] Italy [-----] [--] Germany [-----] [--] France [-----] [--] Austria https://t.co/r0iqpIxq5n Quick update on BYDs momentum in Europe France is now included bringing my BYD tracking to [--] European countries covering all major markets. Top markets (past [--] months): [--] UK [-----] [--] Spain [-----] [--] Italy [-----] [--] Germany [-----] [--] France [-----] [--] Austria https://t.co/r0iqpIxq5n"
X Link 2025-10-25T14:04Z [--] followers, [--] engagements
"$athm China's auto exports rose 21% to [---] million units in the first nine months from a year earlier with Mexico as the top destination followed by the United Arab Emirates and Russia the CPCA said recently. NEV exports surged 52% to [---] million units in the period. https://t.co/NvKx4fii77 China's auto exports rose 21% to [---] million units in the first nine months from a year earlier with Mexico as the top destination followed by the United Arab Emirates and Russia the CPCA said recently. NEV exports surged 52% to [---] million units in the period. https://t.co/NvKx4fii77"
X Link 2025-10-27T09:02Z [--] followers, [--] engagements
"$athm #Chinese #Banks Ramp Up Year-End #Auto Finance Incentives to Boost Car Sales https://t.co/5VYvFxCy5r #Chinese #Banks Ramp Up Year-End #Auto Finance Incentives to Boost Car Sales https://t.co/5VYvFxCy5r"
X Link 2025-11-25T07:33Z [--] followers, [--] engagements
"@bkfViking123 $nbp https://x.com/edum3800/status/1990442957582090726 Did a piece on $NBP https://t.co/uQJayYMpuL https://x.com/edum3800/status/1990442957582090726 Did a piece on $NBP https://t.co/uQJayYMpuL"
X Link 2025-11-26T11:43Z [--] followers, [--] engagements
"Must see part [--] https://x.com/CultishCreative/status/1993687914509643994 Everyone thinks China's collapsing. Louis-Vincent Gave (@gave_vincent) says you're missing the brute force industrial strategy. More engineers than non-engineers Electric capacity US + Europe combined The mispricing of the decade @excessreturnpod https://t.co/gEPRMAdMxt https://x.com/CultishCreative/status/1993687914509643994 Everyone thinks China's collapsing. Louis-Vincent Gave (@gave_vincent) says you're missing the brute force industrial strategy. More engineers than non-engineers Electric capacity US + Europe"
X Link 2025-11-26T19:58Z [--] followers, [--] engagements
"$zto #China's express delivery sector handled more than [---] billion parcels from January to Nov. [--] this year marking the first time the annual volume has exceeded that threshold according to State Post Bureau data. https://t.co/YRf0AWKPgX #China's express delivery sector handled more than [---] billion parcels from January to Nov. [--] this year marking the first time the annual volume has exceeded that threshold according to State Post Bureau data. https://t.co/YRf0AWKPgX"
X Link 2025-12-03T18:29Z [--] followers, [--] engagements
"@PersimmonTI Increased focus on $nbp $imab as of [--]. Sept"
X Link 2025-12-04T09:01Z [--] followers, [--] engagements
"$htht #China Sees #Travel Surge During Extended New Year Holiday Ice and Snow Tourism and Hainan Booms https://t.co/vEEyFrcANP #China Sees #Travel Surge During Extended New Year Holiday Ice and Snow Tourism and Hainan Booms https://t.co/vEEyFrcANP"
X Link 2026-01-05T09:35Z [--] followers, [--] engagements
"$nbp @bkfViking123 $imab I-Mab stock price target raised to $10 by Jefferies on rebranding new asset @bkfViking123 $imab I-Mab stock price target raised to $10 by Jefferies on rebranding new asset"
X Link 2026-01-06T12:41Z [--] followers, [--] engagements
"Short float [---] % $nbp"
X Link 2026-01-06T13:40Z [--] followers, [--] engagements
"$gds $baba Stages of owning a Chinese stock: 1.This is objectively cheap 2.Still cheap adding 3.Who the fuck is selling here 4.I have become numb 5.Told you so (current stage) Stages of owning a Chinese stock: 1.This is objectively cheap 2.Still cheap adding 3.Who the fuck is selling here 4.I have become numb 5.Told you so (current stage)"
X Link 2026-01-08T19:10Z [--] followers, [---] engagements
"$gds China awarded [---] data center projects worth over [---] million yuan in [----] spanning [--] provinces and 87+ cities. The monthly trend reveals notable volatility. August saw a sharp drop to just [--] projects likely reflecting policy adjustments. December surged to [--] projectsthe https://t.co/LT2HHgvVv2 China awarded [---] data center projects worth over [---] million yuan in [----] spanning [--] provinces and 87+ cities. The monthly trend reveals notable volatility. August saw a sharp drop to just [--] projects likely reflecting policy adjustments. December surged to [--] projectsthe https://t.co/LT2HHgvVv2"
X Link 2026-01-12T12:39Z [--] followers, [--] engagements
"$baba $bidu $gds Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo"
X Link 2026-01-12T14:46Z [--] followers, [---] engagements
"https://www.dimsumdaily.hk/hang-seng-index-adds-midea-and-zto-express-expands-to-85-constituents/ MIDEA GROUP ZTO EXPRESS TO JOIN HK'S HANG SENG INDEX https://www.dimsumdaily.hk/hang-seng-index-adds-midea-and-zto-express-expands-to-85-constituents/ MIDEA GROUP ZTO EXPRESS TO JOIN HK'S HANG SENG INDEX"
X Link 2025-05-16T11:29Z [--] followers, [--] engagements
"@macastel3 Happened loong ago in . $zto https://x.com/SpoxCHN_MaoNing/status/1948902449772986436 Chinas warehouses go smart : fully autonomous forklifts now handle it all with precision and zero human input. https://t.co/MvyAO03lW7 https://x.com/SpoxCHN_MaoNing/status/1948902449772986436 Chinas warehouses go smart : fully autonomous forklifts now handle it all with precision and zero human input. https://t.co/MvyAO03lW7"
X Link 2025-12-06T13:20Z [--] followers, [---] engagements
"$beke #Chinas Major Cities See Surge in Second-Hand #Home Transactions in [----] #Shanghai Leads https://t.co/mjVOuBdOqN #Chinas Major Cities See Surge in Second-Hand #Home Transactions in [----] #Shanghai Leads https://t.co/mjVOuBdOqN"
X Link 2026-01-05T08:13Z [--] followers, [--] engagements
"$ysg Filorga will close its Tmall flagship store on Jan. [--] after ten years in the Chinese mainland market due to adjustments in its business strategy the French skincare brand said yesterday. It also stopped operating its WeChat mini-program on Dec. [--]. https://t.co/YwXrK0MyVG Filorga will close its Tmall flagship store on Jan. [--] after ten years in the Chinese mainland market due to adjustments in its business strategy the French skincare brand said yesterday. It also stopped operating its WeChat mini-program on Dec. [--]. https://t.co/YwXrK0MyVG"
X Link 2026-01-06T09:49Z [--] followers, [--] engagements
"$zto Chinese couriers handled [---] billion parcels last year up 14% from [----] according to the State Post Bureau. Revenue from courier services climbed 6.5% to CNY1.5 trillion (USD214.8 billion) in the period. https://t.co/gqTb0yvUSf Chinese couriers handled [---] billion parcels last year up 14% from [----] according to the State Post Bureau. Revenue from courier services climbed 6.5% to CNY1.5 trillion (USD214.8 billion) in the period. https://t.co/gqTb0yvUSf"
X Link 2026-01-07T07:17Z [--] followers, [--] engagements
"$beke HSBC Moderates [----] Outlook for Chinas Real-Estate Sector Maintains Buy on Key Stocks HSBC analysts expect Chinas real-estate sector to see continued opportunities in [----] but have moderated their outlook from bullish to mildly positive as stocks have re-rated from the https://t.co/UBwRK3JVJB HSBC Moderates [----] Outlook for Chinas Real-Estate Sector Maintains Buy on Key Stocks HSBC analysts expect Chinas real-estate sector to see continued opportunities in [----] but have moderated their outlook from bullish to mildly positive as stocks have re-rated from the https://t.co/UBwRK3JVJB"
X Link 2026-01-08T19:26Z [--] followers, [--] engagements
"$zto #China's postal industry processed [-----] billion delivery items in [----] up 11.5% YoY. The courier sector alone handled [---] billion parcels up 13.7% YoY. Postal sector's total biz revenue reached [---] trillion yuan in [----] up 6.4% YoY. Revenue from courier services climbed 6.5% https://t.co/5H8xUn7bh6 #China's postal industry processed [-----] billion delivery items in [----] up 11.5% YoY. The courier sector alone handled [---] billion parcels up 13.7% YoY. Postal sector's total biz revenue reached [---] trillion yuan in [----] up 6.4% YoY. Revenue from courier services climbed 6.5%"
X Link 2026-01-09T08:04Z [--] followers, [--] engagements
"$beke #China More Chinese cities have announced adjustments to home-buying policies aiming to ease restrictions and stimulate demand Securities Daily reported. *Link (Chinese): https://t.co/dy7KdOsqkh #China More Chinese cities have announced adjustments to home-buying policies aiming to ease restrictions and stimulate demand Securities Daily reported. *Link (Chinese): https://t.co/dy7KdOsqkh"
X Link 2026-01-09T10:58Z [--] followers, [--] engagements
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