@ahern_brendan Avatar @ahern_brendan Brendan Ahern

Brendan Ahern posts on X about $baba, baba, china, $jd the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [------] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 66.34% finance 35.64% countries 19.8% cryptocurrencies 6.93% automotive brands 6.93% technology brands 5.94% travel destinations 3.96% social networks 1.98% financial services 0.99% currencies 0.99%

Social topic influence $baba #48, baba #2399, china 19.8%, $jd #47, $tcehy #7, buying #1665, buyback 12.87%, $mpngy #2, accounting 10.89%, $bidu #12

Top accounts mentioned or mentioned by @briantycangco @chinalastnight @hustlehamm @tencentglobal @alibabagroup @grok @bauhiniacapital @baiduinc @kraneshares @tencentglobals @shoppinduoduo @chengevelyn @cnbci @agentofchange @robertbaiguan @lynaldencontact @alibabagroups @elonmusk @xai @spacex

Top assets mentioned Alibaba Group (BABA) Autohome Inc. American Depositary Shares (ATHM) KE Holdings Inc. (BEKE) Open Campus (EDU) XPENG INC. (XPEV) Lennox International, Inc. (LII) Zhihu Inc. (ZH) GammaSwap (GS)

Top Social Posts

Top posts by engagements in the last [--] hours

"What did mainland investors think of @TencentGlobal's Q3 Largest net buy of $TCEHY's HK shares since September 24th totaling HK $2.1676B (US $279mm)"
X Link 2025-11-14T14:58Z 13.6K followers, [---] engagements

"$TCOM investigation. Investors are obviously shooting first/ask questions later. Disappointing regardless. HK shares -6.49%"
X Link 2026-01-14T13:19Z 13.6K followers, [----] engagements

"Premium/Discount of US listed China #ADRs versus their HK close. Brutal despite onshore break tap is onshore/not offshore China. $TCOM regulatory fears spread to $TME & $PDD. HS Tech futures rising off intra-day lows"
X Link 2026-01-16T19:24Z 13.6K followers, [----] engagements

"Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi off but not significantly versus HK China & EM futures. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY"
X Link 2026-01-20T20:42Z 13.6K followers, [----] engagements

"$PDD lost $48B in market cap since November 10th on what turned out to be a RMB [------] ($14300) tax fine. We don't know if they are fully out of the regulatory woods of course nor should we expect any guidance from notoriously silent @shop_pinduoduo management"
X Link 2026-01-21T14:25Z 13.6K followers, [----] engagements

"Worthwhile watch from @chengevelyn of @CNBCi. Big fan of Kuaishou as a shareholder. $BILI is another company is doing very innovative things Chinese companies are pushing out AI video tools which can create and edit videos in real time amping up the heat in the global tech race as they rival the U.S.-based OpenAI's Sora. Will these firms take the world by storm as TikTok did CNBC's Evelyn Cheng reports. https://t.co/AYBSdqYaBE Chinese companies are pushing out AI video tools which can create and edit videos in real time amping up the heat in the global tech race as they rival the U.S.-based"
X Link 2026-01-29T16:14Z 13.6K followers, [----] engagements

"Maybe President Trump should consider the PBOC's Pan Gongsheng for the top #Fed job China's mortgage rate is half of the US at 3% while lowering the Loan Prime Rate from 3.8% in [----] to 3% today. Pictured today in Beijing with $GS David Solomon"
X Link 2026-01-29T19:24Z 13.7K followers, [----] engagements

"@agent_of_change Chinese state media highlighted Xi's statement to PM Starmer is interesting/no attention from Western media. "China will never pose a threat to other countries no matter how it grows and develops said Chinese President Xi Jinping in his meeting with visiting British Prime Minister Keir Starmer in Beijing on Thursday. Emphasizing China's commitment to peaceful development Xi said that China has never initiated a war nor occupied an inch of foreign land." https://www.globaltimes.cn/page/202601/1354426.shtml A stunningly ridiculous article pinning the blame on China for the"
X Link 2026-02-02T20:36Z 13.6K followers, [----] engagements

"@TencentGlobal had another strong day of buying from mainland investors into their HK share class. Tencent's net buy today was US $554mm which brings the weekly total to $1.97 billion"
X Link 2026-02-06T14:32Z 13.6K followers, [---] engagements

"Interesting chart/insight from @robert_baiguan on a small sign that China's deflation spiral tempering. One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast food dining brand and the largest restaurant chain in China. It's also one of the https://t.co/Ow7O3QSBDC One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast"
X Link 2026-02-09T15:44Z 13.6K followers, [----] engagements

"Take a look MSCI Emerging Markets GDP Weighted Index @BrianTycangco. Taiwan is in the "other" bucket. 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 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"
X Link 2026-02-11T20:04Z 13.6K followers, [----] engagements

"A headline you'll not see elsewhere: China's GDP at an All-time high. China's stock market is not a transmission engine for GDP growth for a variety reasons"
X Link 2026-02-11T20:35Z 13.7K followers, [----] engagements

"@BrianTycangco They all do @BrianTycangco though in theory one has a choice by using a EM ex-China ETF with a China ETF. Look at difference in All Country World Market Cap Weighted versus GDP Weighted"
X Link 2026-02-11T20:41Z 13.7K followers, [---] engagements

"$BABA net buying in their HK share class from mainland investors very strong today More than 50% of Southbound buying was in http://9988.HK http://9988.HK"
X Link 2025-02-14T12:20Z 13.6K followers, 36.3K engagements

"Per today's @chinalastnight $BIDU's Apollo Go has nearly the same number of rides as Waymo's total/weekly rides. What should Apollo Go be valued at @Baidu_Inc total market cap is $51 billion. The age of autonomous mobility at scale is here. Waymo has raised $16B to bring the worlds most trusted driver to more cities. ✅ $126B valuation ✅ 20M+ lifetime rides ✅ 90% reduction in serious injury crashes Read more from our co-CEOs: https://t.co/Fc5I33WpYB https://t.co/zF79Sc6kzm The age of autonomous mobility at scale is here. Waymo has raised $16B to bring the worlds most trusted driver to more"
X Link 2026-02-03T15:39Z 13.6K followers, [----] engagements

"A major culprit is the US doesn't include goods made and sold in China by US firms @LynAldenContact . Think about all those iPhones made in China sold in China and revenue sent back to Cupertino but not included trade data. According to the NY Fed: ".while the United States only exported $130 billion of goods to China in [----] sales by U.S. multinationals in China amounted to $376 billion that year. Although the large bilateral deficit in [----] was driven by the fact that U.S. exports to China were only a quarter as large as Chinese exports to the United States total sales (exports plus"
X Link 2026-02-11T20:09Z 13.6K followers, 23.3K engagements

"Our thesis on US-China relations improving under Donald Trump continues to gain traction based on increased dialogue in advance of the April China trip"
X Link 2026-02-13T12:51Z 13.6K followers, [----] engagements

"$BABA's HK share class had $138mm of net buying from mainland investors via Southbound Stock Connect. Big connect trading day with $1.786B of net inflow into HK stocks and ETFs"
X Link 2026-01-21T13:10Z 13.7K followers, [----] engagements

"Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi rally to new [--] week high versus US $ $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY"
X Link 2026-02-02T17:56Z 13.7K followers, [---] engagements

"Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi holding in there though HK and China futures off. EM futures rolling over to the downside. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY https://twitter.com/i/web/status/2018753019840508133 https://twitter.com/i/web/status/2018753019840508133"
X Link 2026-02-03T18:26Z 13.7K followers, [----] engagements

"SK Hynix ($68B [----] Revenue) and Samsung ($234B [----] Revenue) combined market cap became larger than $BABA ($143B [----] Revenue Estimate) and $TCEHY ($108B [----] Revenue Estimate) overnight @BrianTycangco This makes absolutely zero sense. Its a clear indication of bias against China in global capital allocation. One single TW company $TSM makes up nearly 1/8th of the entire weighting. That exposes investors to unnecessary risk. But it also tells us just how under-allocated global This makes absolutely zero sense. Its a clear indication of bias against China in global capital allocation. One"
X Link 2026-02-03T18:38Z 13.7K followers, [----] engagements

"@TencentGlobal had a very large net buy of its HK share class $TCEHY via Southbound Stock Connect. US $714mm net buy"
X Link 2026-02-05T12:03Z 13.7K followers, [---] engagements

"@TencentGlobal was a very large net buy of $704mm from mainland investors via Southbound Stock Connect in their HK share class [---] HK $TCEHY. Mainland investors bought a total of $3.197B net buying of HK stocks and ETFs"
X Link 2026-02-05T14:56Z 13.7K followers, [---] engagements

"While investors globally freak out/puke up stocks mainland Chinese investors are buying the dip in HK stocks via Southbound Stock Connect. Today's inflow was $1.901 billion which brings the week to date total to $7.176 billion and YTD total to $16.026 billion. $TCEHY & $BABA big beneficiaries. https://twitter.com/i/web/status/2019782093845217401 https://twitter.com/i/web/status/2019782093845217401"
X Link 2026-02-06T14:35Z 13.7K followers, [----] engagements

"Premium/Discount of US listed China #ADRs versus their HK close. Thorough rinsing/panic puke though CNH/renminbi stabilizing. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY"
X Link 2026-02-12T19:02Z 13.7K followers, [----] engagements

"Highest volume day ever in mainland China stock market"
X Link 2026-01-12T14:03Z 13.7K followers, 329.7K engagements

"$BABA Olympic Pavilion in Milan. All work and no play for me unfortunately"
X Link 2026-02-12T19:30Z 13.7K followers, [----] engagements

"$BABA news seems strange as Rubio met with Foreign Minister Wang today Bessent talking nice on China this morning on CNBC and a US-China anti-narcotics meeting yesterday in China. Art of the deal or Pentagon protecting their $1T budget"
X Link 2026-02-13T13:50Z 13.6K followers, [----] engagements

"DJT calls Hegseth "I'm trying to do a deal with China what are you doing bashing $BABA $BIDU""
X Link 2026-02-13T14:58Z 13.7K followers, [----] engagements

"Premium/Discount of US listed China #ADRs versus their HK close. $BABA & $BIDU still a big discount versus the HK close. Not risk-free arbitrage but if you can buy the US share and convert it into the HK share it seems like a high probability trade. Definitely guaranteed"
X Link 2026-02-13T17:59Z 13.7K followers, [----] engagements

"$BABA stepped on the buyback gas pedal last Friday. Spending $59mm to buy [-------] shares = [------] US ADRs = 2.9% of ADR volume"
X Link 2024-11-25T20:00Z 13.6K followers, 60.3K engagements

"$BABA spent $39.9mm buying back [------] ADRs yesterday as their buyback accounted for 3.1% of the ADR volume yesterday"
X Link 2024-11-26T14:15Z 13.6K followers, [----] engagements

"$BABA's buyback on Wednesday was [------] ADRs accounting for 3.4% of the ADR's volume"
X Link 2024-11-29T16:20Z 13.6K followers, 12.5K engagements

"$BABA bought [------] of US ADRs on Friday as their buyback accounted for 6.1% of the ADR's volume"
X Link 2024-12-02T19:03Z 13.6K followers, 16.1K engagements

"$BABA bought [------] ADRs yesterday accounting for 2.8% of the ADR's volume"
X Link 2024-12-03T15:00Z 13.6K followers, [----] engagements

"$BABA bought [------] of its ADRs yesterday as it's buyback accounted for 3.4% of the ADR's volume"
X Link 2024-12-04T17:00Z 13.6K followers, 16.8K engagements

"$BABA went big on their buyback yesterday spending $59.9mm on [------] ADRs which accounted for 5.5% of their ADR's volume. The buyback has increased with recent ADR weakness. Since August [----] they've bought 24.987mm shares with the buyback authorized to buy 234mm shares meaning they've only bought 9% of what they will. (Remember this is a HK filing so shares are in HK shares so we need to divide by 8)"
X Link 2024-12-06T14:32Z 13.7K followers, 106.1K engagements

"Mainland media headline on $BABA's Jack Ma public appearance in Hangzhou. Symbolism is not to be lost"
X Link 2024-12-09T12:35Z 13.6K followers, 13.9K engagements

"$BABA spent $39.9mm on Friday buying [------] ADRs accounting for 3.9% of its volume"
X Link 2024-12-09T16:51Z 13.6K followers, [----] engagements

"$BABA bought [------] ADRs yesterday accounting for 0.8% of the ADR's volume. Smallest buyback since Novmember 7's buyback of 65517"
X Link 2024-12-11T20:02Z 13.6K followers, 10.3K engagements

"Trump invites China's Xi Jinping to Inauguration. Has to be a good thing. Has to be"
X Link 2024-12-11T23:18Z 13.6K followers, 54.3K engagements

"$BABA buybacks back [------] ADRs yesterday accounting for 1.1% of the ADR's volume"
X Link 2024-12-12T14:58Z 13.6K followers, 17.5K engagements

"$BABA bought [------] ADRs on Thursday and [------] ADRs on Friday accounting for 1.1% and 1% of the ADR volume"
X Link 2024-12-16T19:27Z 13.6K followers, 40.3K engagements

"$BABA bought [------] ADRs yesterday as their buyback accounted for 2.1% of the ADR's volume yesterday"
X Link 2024-12-19T15:13Z 13.6K followers, 20.5K engagements

"$BABA has 4.74% of shares outstanding held by mainland investors via Southbound Stock Connect. Between the company's buyback and Connect buyers bit surprised stock hasn't "long squeezed" higher"
X Link 2024-12-19T16:09Z 13.6K followers, 15.5K engagements

"$BABA pressed the gas on the buyback pedal yesterday buying [------] ADRs as the buyback accounted for 3.4% of their ADR volume. Almost 2X Wednesday's amount which makes you wonder how much they will buy today"
X Link 2024-12-20T18:04Z 13.6K followers, 28.5K engagements

"$BABA bought [------] ADRs on Friday accounting for 2.3% of the ADR volume"
X Link 2024-12-23T15:46Z 13.6K followers, 21.7K engagements

"$BABA bought [------] ADRs Tuesday and [------] ADRs yesterday accounting for 2.2% and 1% of the ADRs volume respectively"
X Link 2024-12-27T15:09Z 13.6K followers, 25.8K engagements

"$BABA bought [------] ADRs yesterday accounting for 4.4% of its ADR volume"
X Link 2024-12-31T15:34Z 13.7K followers, 29.5K engagements

"$BABA announced it spent $1.3B buying 15mm ADRs in Q4 2024"
X Link 2025-01-02T14:49Z 13.6K followers, 71.7K engagements

"$TCEHY can dispute the claim and sue in court if necessary. not w/out precedent for a company to be put on this list sue and win. per Bloomberg @TencentGlobal said its presence on the list was clearly a mistake. We are not a military company or supplier a company spokesperson said. Unlike sanctions or export controls this listing has no impact on our business. We will nonetheless work with the Department of Defense to address any misunderstanding"
X Link 2025-01-06T17:18Z 13.6K followers, [----] engagements

"$BABA forward P/E [----] VERSUS $NVDA's [-----]. Alibaba Cloud Releases Latest AI Models For Enhanced Visual Understanding and Long Context Inputs https://www.alizila.com/alibaba-cloud-releases-latest-ai-models-for-enhanced-visual-understanding-and-long-context-inputs/ https://www.alizila.com/alibaba-cloud-releases-latest-ai-models-for-enhanced-visual-understanding-and-long-context-inputs/"
X Link 2025-01-28T18:13Z 13.6K followers, 20.3K engagements

"$BABA currently at 12.91% premium to Tuesday's HK close. Is a 12.91% move feasible Monday in HK Since relisting in HK there have been [--] days that $BABA's HK listing (9988 HK) moved more than 10% since relisting in HK November [--] 2019"
X Link 2025-01-30T16:39Z 13.7K followers, 15.3K engagements

"$BABA & $PLTR have basically the same market cap though $BABA generates 1.5X more net income ($5B) in a quarter than $PLTR does in revenue ($2.9B) a year. $PLTR is trading at 80x sales. $BABA is trading at 10x FCF. One of these valuations is driven by pure hype. The other is driven by fear. Which one would you bet on long-term $PLTR is trading at 80x sales. $BABA is trading at 10x FCF. One of these valuations is driven by pure hype. The other is driven by fear. Which one would you bet on long-term"
X Link 2025-02-05T15:47Z 13.6K followers, 51.2K engagements

"$BABA & $TCEHY"
X Link 2025-02-14T11:44Z 13.6K followers, 53.3K engagements

"$BABA beats on the big three revenue adjusted net income and adjusted EPS Key line on #AI #Cloud Cloud revenue growth reignited to double digits at 13% with AI-related product revenue achieving triple-digit growth for the sixth consecutive quarter. Looking ahead revenue growth at Cloud Intelligence Group driven by AI will continue to accelerate.""
X Link 2025-02-20T11:03Z 13.6K followers, 49.2K engagements

"$BABA three key takeaways on @AlibabaGroup's revenue grow drivers and mix IMO. Impressive Taobao & Tmall revenue grew 9% year-over-year to RMB100790 million (US$13808 million) Alibaba International Digital Commerce Group (AIDC) grew 32% year-over-year to RMB37756 million (US$5173 million) Cloud Intelligence Group revenue +13% YoY to RMB31742 million (US$4349 million)"
X Link 2025-02-20T11:10Z 13.6K followers, [----] engagements

"$BABA buyback has plenty of dry powder per @AlibabaGroup"
X Link 2025-02-20T11:11Z 13.6K followers, 16.3K engagements

"$BABA Cloud unit breakout"
X Link 2025-02-20T13:41Z 13.6K followers, [----] engagements

"Massive buying $BABA from mainland investors via Southbound Stock Connect in their HK listing which traded HK$44.5B ($5.7B) versus a [--] year average of HK$5.8B ($754mm) http://9988.HK http://9988.HK"
X Link 2025-02-21T13:26Z 13.6K followers, 21.5K engagements

"Another big net buy in $BABA from mainland investors on today's HK dip"
X Link 2025-02-24T15:02Z 13.6K followers, 41K engagements

"Another very large net buy of $BABA from mainland investors via Southbound Stock Connect (the trading platform that allows mainland investors to access HK stocks Northbound allows foreign investors access to Shanghai & Shenzhen listed stocks)"
X Link 2025-02-25T14:15Z 13.6K followers, 10.3K engagements

"$BABA & $JD attending as the Chinese government embraces deregulation"
X Link 2025-02-26T14:54Z 13.6K followers, 11.6K engagements

"$BABA bought 71k ADRs Wednesday 72k Thursday & 75k Friday. Accounted for 0.3% of ADR volume"
X Link 2025-03-03T14:28Z 13.6K followers, [----] engagements

"China's online retail sales YTD. $BABA $JD $PDD"
X Link 2025-03-17T12:05Z 13.6K followers, 15.7K engagements

"$BABA Q1 [----] buyback update"
X Link 2025-04-02T13:04Z 13.6K followers, 28.8K engagements

"$BABA bought [------] ADRs yesterday accounting for 1.5% of the volume"
X Link 2025-04-22T13:29Z 13.6K followers, 19.3K engagements

"$BABA bought [-----] ADRs Friday accounting for 0.7% of the day's volume"
X Link 2025-06-30T17:58Z 13.6K followers, 38.7K engagements

"$BIDU @Baidu_Inc names new CFO. Ex Kingsoft Cloud CFO strong credentials IMO"
X Link 2025-07-01T13:07Z 13.6K followers, [----] engagements

"$BABA @AlibabaGroup provides a share buyback update. In Q2 the company spent $805mm buying 7mm ADRs. The amount the board approved the company to spend on buybacks remaining is $19.3B by Q2 2025"
X Link 2025-07-02T11:38Z 13.6K followers, 17.5K engagements

"Per today's @chinalastnight $BABA $JD & $MPNGY "takeaway war" is getting the gov't's intersest per a People's Daily article. "overcapacity" "overproduction" and "price wars" are targets in auto steel solar e-cement commerce and plastic industries. Solar appears to be first. Hopefully they pivot to e-commerce soon https://twitter.com/i/web/status/1942948196667306284 https://twitter.com/i/web/status/1942948196667306284"
X Link 2025-07-09T14:05Z 13.6K followers, [----] engagements

"$BABA $JD $MPNGY rising on the 1st Chinese city to release A Call to End Involution-Style Subsidies and Unfair Competition on Food Delivery Platforms. Covered in today's @chinalastnight. Think this news is well-known"
X Link 2025-07-15T14:59Z 13.6K followers, [----] engagements

"This came out after the HK market's close. Positive catalyst for $BABA $JD & $MPNGY as gov't could end restaurant delivery price war as part of "anti-involution" campain. Covered in today's @chinalastnight"
X Link 2025-07-18T13:57Z 13.6K followers, [----] engagements

"Premium/Discount of US listed China #ADRs versus their HK close. Renminbi/CNH stronger versus US dollar. Usually a good thing for risk assets/ADRs. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY"
X Link 2025-08-06T16:02Z 13.6K followers, [----] engagements

"$BABA earnings data is August 29th. The Friday before a three day weekend in the US is an interesting date choice. hmmmm"
X Link 2025-08-18T12:00Z 13.6K followers, 106.5K engagements

"Post HK close today Tongcheng Travel (780 HK) reported Q2 financial results that beat analyst expectations on revenue adjusted net income and adjusted EPS. [----] Revenue was RMB 5.93B while [----] revenue estimate RMB 19.51B. Stock is up 35% over the last five years. Fairly typical in our space ie revenue up 4X with little to no stock appreciation. https://twitter.com/i/web/status/1957457078059950176 https://twitter.com/i/web/status/1957457078059950176"
X Link 2025-08-18T14:58Z 13.6K followers, [----] engagements

"$BABA's net buying by mainland investors via Southbound Stock Connect. The buying is back with today a big net buy. financial results post HK close Friday"
X Link 2025-08-26T18:59Z 13.6K followers, 21.6K engagements

"$BABA misses on revenue adjusted net income and adjusted EPS but if you exclude two sold busineses revenue +10% YoY. Cloud revenue +26% YoY"
X Link 2025-08-29T10:32Z 13.6K followers, 29.2K engagements

"$BABA revenue"
X Link 2025-08-29T10:41Z 13.6K followers, 10.6K engagements

"35mm shares of $BABA were short going into today's results. wonder how many will be Tuesday morning"
X Link 2025-08-29T15:57Z 13.6K followers, 18.8K engagements

"If the restaurant delivery war were to de-escalate it would certainly benefit the bottom line of $BABA $JD & $MPNGY. Time will tell as discussed in today's @chinalastnight"
X Link 2025-09-09T14:07Z 13.6K followers, [----] engagements

"$BABA HKs price and net flow from mainland investors via Southbound Stock Connect. Another big net buy today in HK"
X Link 2025-09-10T16:06Z 13.6K followers, 99.9K engagements

"$BABA saw another strong net buy (again) from mainland investors via Southbound Stock Connect"
X Link 2025-09-11T15:46Z 13.6K followers, 13.7K engagements

"$BABA's new chip highlighted on China's evening news fuels overnight rally. How its chip stacks up versus $NVDA per Wind"
X Link 2025-09-17T11:37Z 13.6K followers, 40.1K engagements

"$BABA hits [--] days of net buying from mainland investors via Southbound Stock Connect"
X Link 2025-09-29T13:55Z 13.6K followers, [----] engagements

"$BABA Mainland investors now own 10.99% of shares outstanding via Southbound Stock Connect. $TCEHY's HK shares class has 11% while $MPNGY is almost 18%"
X Link 2025-10-01T12:23Z 13.6K followers, [----] engagements

"$BABA spent $241mm buying 2mm ADRs in Q3 [----]. QoQ ADR share count decreased by 400K. Thank you @AlibabaGroup"
X Link 2025-10-02T12:36Z 13.6K followers, 12K engagements

"$BABA net buy streak from mainland investors via Southbound Stock Connect ended today 11% of BABA's HK listing [----] HK owned by mainland investors since added to Southbound in September 2024"
X Link 2025-10-09T11:16Z 13.7K followers, [----] engagements

"Premium/Discount of US listed China #ADRs versus their HK close. Renminbi rallying off lows which usually is good for risk assets/ie ADRs. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY"
X Link 2025-10-24T19:21Z 13.6K followers, [----] engagements

"$JD releases positive Singles Day sales data. Not to deep in the weeds but positive nonetheless"
X Link 2025-11-12T13:13Z 13.6K followers, 18.5K engagements

"$JD beat analyst expectations on the big three: revenue adjusted net income and adjusted EPS. Solid revenue growth +14.9% YoY to $42B though bottom take a hit on restaurant delivery/JD Food Delivery efforts. Strong stock buyback of 40.4mm ADRs YTD/$1.5B"
X Link 2025-11-13T11:55Z 13.6K followers, 17.3K engagements

"Kuaishou (1024 HK) beats on the big three: revenue adjusted net income and adjusted EPS"
X Link 2025-11-19T09:34Z 13.6K followers, [----] engagements

"Announced after the HK close that Innovent Biologics going into the Hang Seng Index on December 5th"
X Link 2025-11-21T11:05Z 13.6K followers, [---] engagements

"Premium/Discount of US-listed China #ADRs versus their HK close. CNH/renminbi off intra-day highs versus the US $. Such pessimism which explains why we hold HK shares over US ADRs. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY https://twitter.com/i/web/status/2003510502643609845 https://twitter.com/i/web/status/2003510502643609845"
X Link 2025-12-23T16:58Z 13.6K followers, [---] engagements

"$BABA was a net sell of $131mm by mainland investors via Southbound Stock Connect"
X Link 2025-12-29T14:54Z 13.6K followers, [----] engagements

"Within yesterday's China Q4/2025 economic data dump [----] online retail sales increased +8.6% YoY according to the National Bureau of Statistics"
X Link 2026-01-20T14:28Z 13.6K followers, [----] engagements

"$BABA's HK share class had US $181mm of net buying from mainland investors via Southbound Stock Connect"
X Link 2026-01-22T11:47Z 13.6K followers, [----] engagements

"Shouldn't they let President Trump and President Xi announce this in April"
X Link 2026-01-27T12:41Z 13.6K followers, [----] engagements

"Better to have Trump & Xi announce this in April IMO"
X Link 2026-02-02T14:12Z 13.6K followers, [----] engagements

""Life moves pretty fast. If you don't stop and look around once in a while you could miss it." Chinese billionaires buy US real estate US billionaires do not buy Chinese real estate Therefore The yuan can never be a global reserve currency The end Chinese billionaires buy US real estate US billionaires do not buy Chinese real estate Therefore The yuan can never be a global reserve currency The end"
X Link 2026-02-02T18:00Z 13.6K followers, 10.5K engagements

"Congratulations to @elonmusk @xai & @SpaceX from a happy shareholder To the stars @SpaceX & @xAI are now one company To the stars @SpaceX & @xAI are now one company"
X Link 2026-02-03T16:12Z 13.6K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing