@dee_bosa Deirdre Bosa
Deirdre Bosa posts on X about china, ai, software, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Year [---------] +180%
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- [--] Week [--] +33%
- [--] Month [--] +377%
- [--] Months [--] +84%
- [--] Year [---] +88%
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- [--] Week [------] +1.70%
- [--] Month [------] +4.80%
- [--] Months [------] +6.50%
- [--] Year [------] +9.90%
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Social Influence
Social category influence technology brands 33.08% finance #6599 stocks #3882 countries 16.54% currencies 6.77% cryptocurrencies 5.26% travel destinations 4.51% social networks 3.76% celebrities 1.5% vc firms 1.5%
Social topic influence china 14.29%, ai 12.78%, software #492, stocks 5.26%, tencent 5.26%, meta 4.51%, databricks #13, ipo 3.76%, open ai 3.76%, money 3.76%
Top accounts mentioned or mentioned by @alighodsi @anshublog @deebosa @rauchg @microberto @clementdelangue @huggingface @bgurley @sarbjeetjohal @vercel @davechen76 @semianalysis @fundstrat @eglyman @aravsrinivas @pkiv @omooretweets @ansuyah @grok @banana3stocks
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) IBM (IBM) Dropbox, Inc. (DBX) Infinity Natural Resources, Inc (INR) Uber Technologies, Inc. (UBER) Palo Alto Networks Inc (PANW) HUBSPOT, INC. (HUBS) Atlassian Corporation PLC (TEAM) Crowdstrike Holdings Inc (CRWD) monday.com Ltd. (MNDY) Adobe, Inc. (ADBE)
Top Social Posts
Top posts by engagements in the last [--] hours
"Great breakdown from @rauchg on who's actually winning the AI model race right now. The AI coding era is changing everything baseline: obviously Anthropic image & video: Google nano banana & veo hard research tasks: GPT5 pro what will this be next week (esp as Chinese labs get ready for their lunar new year releases 👀)"
X Link 2026-02-09T16:25Z 66.8K followers, [----] engagements
"Melius note this AM: AI is eating these guys too "Satya Lost the AI Narrative - Downgrade Microsoft to Hold" Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C"
X Link 2026-02-09T17:18Z 66.8K followers, 40K engagements
"Databricks is showing us what the AI economy looks like under the hood. and its BOOMING. 80% of databases on their platform are being built by AI agents. Which means AI is building more enterprise software than humans are. We talk to @alighodsi today. Link to livestream below. I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown"
X Link 2026-02-09T17:25Z 66.8K followers, 203.2K engagements
"the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice an entire sector https://twitter.com/i/web/status/2021285446236401730 https://twitter.com/i/web/status/2021285446236401730"
X Link 2026-02-10T18:09Z 66.8K followers, 310.5K engagements
"Freight forwarding is an industry that still largely runs on faxes phone calls PDFs emailed back and forth. ie. it hasn't fundamentally changed in decades. It may not be obvious but its the kind of thing AI eats first (tons of coordination low digitization high friction) Still looking for a real example of complex mission-critical enterprise software built with AI Here you go. In [--] weeks a working Freight Management System for air & ocean forwarders built on @OpenMercato . Built in weeks not years 7% of traditional cost AI agents at https://t.co/oHZIjXCz3A Still looking for a real example of"
X Link 2026-02-12T17:53Z 66.8K followers, 36.7K engagements
"Under the hood of the AI economy with Databricks CEO Ali Ghodsi Of the databases on Databricks' platform 80% are now being built by AI agents not people. And these aren't all tech companies"
X Link 2026-02-09T19:54Z 181.8K followers, 11.4K engagements
"@MicroBerto you could probably do it yourself"
X Link 2026-02-04T18:25Z 66.5K followers, 12.3K engagements
"Big tech the new utilities a more than 4-fold increase in capex since [----] from Microsoft Meta Amazon Google to build out the intelligence grid Sounds great until you remember utilities trade at about half the multiple of tech. And unlike the cloud buildout theyre spending ahead of demand this time not chasing it. https://twitter.com/i/web/status/2019443986528674266 https://twitter.com/i/web/status/2019443986528674266"
X Link 2026-02-05T16:12Z 66.8K followers, 22.8K engagements
"OpenClaw Kimi is currently the #1 on LLM Leaderboard (via OpenRouter) This marks our first time topping the all-time usage charts a huge milestone for the team. A massive thank you to every developer and user who made this possible. 🫡 https://t.co/BHTH5gl6Ly Kimi is currently the #1 on LLM Leaderboard (via OpenRouter) This marks our first time topping the all-time usage charts a huge milestone for the team. A massive thank you to every developer and user who made this possible. 🫡 https://t.co/BHTH5gl6Ly"
X Link 2026-02-05T17:05Z 65.7K followers, [----] engagements
"@anshublog Why would it be OAI/anthropic looking for this revenue and not a small business owner using those tools to build something that reduces their own costs or another middleman that can build something just as good or almost as good for cheaper"
X Link 2026-02-05T17:47Z 65.7K followers, [----] engagements
"its official: Uber has joined the S&P500 banner year: regulatory wins GAAP profits trading above IPO price $100b market cap.S&P inclusion is cherry on top @dkhos tells me: Were not letting up and are determined to keep building on our momentum"
X Link 2023-12-01T22:28Z 66.8K followers, 290.1K engagements
"🚨 DEEPSEEK WAS THE WAKE-UP CALL. CHINESE HARDWARE IS THE FOLLOW-THROUGH. our latest deep dive on China's next AI breakthrough"
X Link 2026-01-28T17:34Z 66.8K followers, 14.4K engagements
"to be clear. me being able to vibecode a personal tool is not going to disrupt the software trade. but someone who DOES know what they're doing very well might"
X Link 2026-02-04T16:43Z 66.8K followers, 37.2K engagements
"JPM is right. cowork isn't replacing all enterprise software. But thats not the point. AI coding isn't coming for the database or the compliance layer. its coming for the $50/seat UI that's just a fancy way to view and edit data. Software isn't dying but the interaction layer *is getting commoditized. important to sort between the two. $crwd $panw prolly safe. $mndy $hubs $team $adbe less so "It feels like an illogical leap to extrapolate from Claude Cowork Plugins to this expectation that every company will hereby write and maintain a bespoke product to replace every layer of"
X Link 2026-02-05T17:30Z 66.8K followers, 173.6K engagements
"https://www.youtube.com/watchv=dY8a_1i9twU https://www.youtube.com/watchv=dY8a_1i9twU"
X Link 2026-02-09T17:25Z 66.8K followers, 12.3K engagements
"RT @FreightAlley: This is true for small forwarders but the global players: Expeditors CH Robinson GXO Flexport FedEx UPS etc con"
X Link 2026-02-12T20:14Z 66.8K followers, [--] engagements
"https://www.youtube.com/watchv=oMHVUkRugiI https://www.youtube.com/watchv=oMHVUkRugiI"
X Link 2026-02-05T19:29Z 66.8K followers, [----] engagements
"San Franciscos once premier shopping center (Westfield mall) the Sunday before Christmas"
X Link 2025-12-21T19:39Z 66.8K followers, 3.8M engagements
"officially Claude-pilled inspired by @TheStalwarts Havelock app (which I love) i used claude cowork to build an evade-o-meter to scan earnings calls for spin. Zuckerberg topped the list for mag [--] last quarter w an evasive score nearly 3x that of Microsoft. [---] hedge words vs [--] (h/t Drew Troast) https://twitter.com/i/web/status/2011517576275247384 https://twitter.com/i/web/status/2011517576275247384"
X Link 2026-01-14T19:15Z 66.8K followers, 195.3K engagements
"🚨 DEEPSEEK WAS THE WAKE-UP CALL. CHINESE HARDWARE IS THE FOLLOW-THROUGH. our latest deep dive on China's next AI breakthrough. Link below"
X Link 2026-01-28T17:58Z 66.8K followers, 24.2K engagements
"ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar & gmail and surfaced a kids bday that was not anywhere on my radar and I need to get a gift for. Can imagine next step being: order gift and have it delivered by Sunday. [----] is WILD. https://twitter.com/i/web/status/2019088517071335880 https://twitter.com/i/web/status/2019088517071335880"
X Link 2026-02-04T16:39Z 66.8K followers, 473.3K engagements
"SOON: Going live w @rauchg of @vercel to make sense of another wild week in AI OpenAI vs Anthropic the AI shift that's rattling software stocks Super bowl commercials. No shortage of news link below. tune in at 12p PT/3p ET"
X Link 2026-02-05T19:29Z 66.8K followers, 16.4K engagements
"LIVE NOW: few people better than @rauchg to break down everything we're seeing in AI (at the pace we're seeing it) https://www.youtube.com/watchv=oMHVUkRugiI SOON: Going live w @rauchg of @vercel to make sense of another wild week in AI OpenAI vs Anthropic the AI shift that's rattling software stocks Super bowl commercials. No shortage of news link below. tune in at 12p PT/3p ET https://www.youtube.com/watchv=oMHVUkRugiI SOON: Going live w @rauchg of @vercel to make sense of another wild week in AI OpenAI vs Anthropic the AI shift that's rattling software stocks Super bowl commercials. No"
X Link 2026-02-05T19:59Z 66.8K followers, [----] engagements
"+1 AI went from talking to doing. think ai is much less of a bubble than I thought 2mo ago and pretty much everyone i know who used claude / codex in the last 2mo feels that way think ai is much less of a bubble than I thought 2mo ago and pretty much everyone i know who used claude / codex in the last 2mo feels that way"
X Link 2026-02-06T03:06Z 66.8K followers, 14.1K engagements
"Meta is now putting [--] cents of every revenue dollar back into AI infrastructure. double Amazon's ratio. Yet market is rewarding Meta. meanwhile software stocks selling off because AI works too well. The AI trade is broken. updated capex-to-revenue numbers for the megacaps care of @jaswu_ https://twitter.com/i/web/status/2019818880156520542 https://twitter.com/i/web/status/2019818880156520542"
X Link 2026-02-06T17:02Z 66.8K followers, 11.4K engagements
"we may be about to get the answer. OAI Anthropic are preparing for IPOs. When they file they open the book and the market won't have to guess whether AI makes sense"
X Link 2026-02-06T17:02Z 66.8K followers, [----] engagements
".@alighodsi just said he's preparing for a [----] tech moment (ie. the year the tech trade got wiped out) Going live now http://youtube.com/watchv=dY8a_1i9twU&embeds_referring_euri=https%3A%2F%2Fx.com%2F&source_ve_path=Mjg2NjQsMjM4NTE Databricks is showing us what the AI economy looks like under the hood. and its BOOMING. 80% of databases on their platform are being built by AI agents. Which means AI is building more enterprise software than humans are. We talk to @alighodsi today. Link to livestream"
X Link 2026-02-09T19:04Z 66.8K followers, 18.5K engagements
"The era of lazy software investing is over. @alighodsi says AI is forcing a complete rerating of the software sector. and the ones who can't innovate won't survive it"
X Link 2026-02-09T22:21Z 66.8K followers, 40.8K engagements
"Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one"
X Link 2026-02-09T23:38Z 66.8K followers, 59K engagements
"Will-Smith-eating-spaghetti is the cultural AI benchmark of our time just as important: a Chinese model now has the best version (Seedance owned by ByteDance) Ok here you are: "Will smith eating spaghetti" by Seedance [---] https://t.co/ZOo3e9HFRI Ok here you are: "Will smith eating spaghetti" by Seedance [---] https://t.co/ZOo3e9HFRI"
X Link 2026-02-11T19:06Z 66.8K followers, 22.1K engagements
"first OAI model running entirely off Nvidia chips. Not their most powerful model but flagship is the prestige play. workhorse model is the revenue play Nvidia can keep winning the former but it's ceding ground in the volume game Just one month after announcing our partnership with @OpenAI were launching our first model together: OpenAI Codex-Spark powered by @cerebras. Codex-Spark is built for real-time software development. In coding responsiveness is the product. It is not a nice to have. https://t.co/xISqqAdRFW Just one month after announcing our partnership with @OpenAI were launching our"
X Link 2026-02-13T17:19Z 66.8K followers, 17K engagements
"this is a wild chart. [--] years of near-perfect correlation between the NDX and software (IGV).now the widest divergence on record"
X Link 2026-02-13T19:52Z 66.8K followers, 463.5K engagements
"brave of him to go on tv and admit that #LoveIsBlind"
X Link 2026-02-14T23:50Z 66.8K followers, 17.7K engagements
"Bullish on babies Inside @CNBC's "Baby Boom": @people If you don't see the inimitable @dee_bosa @KellyCNBC @PippaStevens13 @mmcassella @angelicapeebles on the air this summer/ fall now you know why 🤰 https://t.co/ytsUndvITC https://t.co/WrGHVP0zXv Inside @CNBC's "Baby Boom": @people If you don't see the inimitable @dee_bosa @KellyCNBC @PippaStevens13 @mmcassella @angelicapeebles on the air this summer/ fall now you know why 🤰 https://t.co/ytsUndvITC https://t.co/WrGHVP0zXv"
X Link 2025-06-26T00:19Z 62.7K followers, 43.2K engagements
"IPO Heat Check & Gen Z vs AI: Whos Winning This Boom https://x.com/i/broadcasts/1RDGlzQmyalxL https://x.com/i/broadcasts/1RDGlzQmyalxL"
X Link 2025-06-26T18:56Z 62K followers, [----] engagements
"Morgan Stanley's Dave Chen @davechen76 on IPOs: "make no mistake. these windows open and close and so you really gotta be ready to have a maximum chance to launch""
X Link 2025-06-27T00:51Z 62.1K followers, [----] engagements
""Investors are still rewarding growth.but its got to be efficient. - Morgan Stanleys @davechen76 breaks down what the public markets actually want from tech IPOs in [----] 20% growth / 20% margin is the new sweet spot Revenue growth still drives multiples --but not without a path to profitability"
X Link 2025-06-27T01:02Z 62.1K followers, [----] engagements
"AI isnt going to replace you. But humans who know AI probably will -Handshake CEO @GarrettLord on how Gen Z is entering the workforce Shipping code on Day [--] using Cursor and Windsurf Building campaigns with DALLE Treating AI like an "Iron Man suit""
X Link 2025-06-27T01:21Z 62.1K followers, [----] engagements
"The AI trade is long reasoning but what if thats wrong Latest deep dive: AIs multi-billion dollar blind spot"
X Link 2025-06-27T12:21Z 62.4K followers, 12.8K engagements
"At the app layer theres no moat. just momentum. A16zs @kirbyman01 says the only advantage is speed: ship fast distribute faster stay top of mind @a16z"
X Link 2025-06-27T16:27Z 62.2K followers, 43.2K engagements
"deep dive on the app layer from March: https://www.youtube.com/watchv=mmws6Oqtq9o&t=911s https://www.youtube.com/watchv=mmws6Oqtq9o&t=911s"
X Link 2025-06-27T16:27Z 62K followers, [----] engagements
"Sure. This is a well-timed warning from Altman/OpenAI. there's leverage for them to be gained (ie "back us or risk ceding to Beijing") ultimately though the China open source risk that Zhipu is a part of is the more interesting story. I break it down here: Very odd decision for OAI to openly promote this Chinese AI company "Zhipu AI" in a blog post. Probably think it will help get them shut down as competition. My experience has found that these efforts backfire - all you do is INCREASE interest in the competitor. From both funders Very odd decision for OAI to openly promote this Chinese AI"
X Link 2025-06-27T17:10Z 62K followers, 10.2K engagements
"Abridge CEO @shivdevrao says 80% of latest round ($300m at $5.3b valuation) is going into fine-tuning models on clinical data Key shift for app layer AI companies --betting that deeper model work not just wrapping GPT will be the real moat"
X Link 2025-06-27T18:42Z 62K followers, [----] engagements
""the most valuable moment in tech history" @levie says says the race to superintelligence is real -- Meta OpenAI are chasing the biggest prize in modern computing"
X Link 2025-07-04T14:39Z 62.6K followers, 98.8K engagements
"Apple is sleepwalking through the AI era. @DivesTech doesnt hold back: WWDC backtracked this year they barely mention AI --while every other tech giant is all in. The clock struck midnight. They have to do something"
X Link 2025-07-05T15:00Z 62.7K followers, 63.3K engagements
"H/t @SemiAnalysis_ Pretty shocking chart from @dee_bosa https://t.co/EYXRZZ7X37 Pretty shocking chart from @dee_bosa https://t.co/EYXRZZ7X37"
X Link 2025-07-07T18:20Z 62.4K followers, [----] engagements
"The AI arms race has a power problem. the newly signed spending bill slows clean energy just as hyperscalers need more not less. China meanwhile. scaling fossil solar grid storage everything. h/t @SemiAnalysis_ for chart"
X Link 2025-07-07T18:52Z 62.4K followers, [----] engagements
"Nvidia Hits $4 Trillion But Can AI Scale Energy Robots & CEO of Ramp https://x.com/i/broadcasts/1rmGPygWLRYJN https://x.com/i/broadcasts/1rmGPygWLRYJN"
X Link 2025-07-10T19:01Z 62.6K followers, 84.8K engagements
"Right now on Deirdre Bosa Live - Dylan Patel @dylan522p (SemiAnalysis) on te AI energy bottleneck - @ClementDelangue (Hugging Face CEO) on open source and Reachy the robot - Tom Lee (@fundstrat) on crypto and market flows - Eric Glyman @eglyman (Ramp CEO) on enterprise AI spend Join the chat now Nvidia Hits $4 Trillion But Can AI Scale Energy Robots & CEO of Ramp https://t.co/rIGuIJuesx Nvidia Hits $4 Trillion But Can AI Scale Energy Robots & CEO of Ramp https://t.co/rIGuIJuesx"
X Link 2025-07-10T19:02Z 62.6K followers, 111.1K engagements
"AI and crypto arent competing narratives theyre complementary @fundstrat breaks down why the next leg of both trends could converge And why thats bullish for Nvidia Nvidia is probably the most important company in the world""
X Link 2025-07-11T01:58Z 62.4K followers, [----] engagements
"We went from [--] in [--] companies using AI tools to nearly [--] in [--]. But now for the first time adoption isnt growing" Ramp CEO @eglyman tracks $80B+ in real business spend & says adoption is no longer about novelty its about ROI"
X Link 2025-07-11T02:14Z 62.4K followers, [----] engagements
"Elon Musk criticized OpenAI for lacking opennessthen dropped Grok [--] without releasing weights or meaningful research: @ClementDelangue @huggingface highlights the irony I hope they will do more open science maybe release some weights from previous models""
X Link 2025-07-12T02:21Z 62.7K followers, 14.6K engagements
"Excuse our skepticism. On Thursday's DB Live I asked @ClementDelangue from @huggingface if he believed Altman would really release an open source model Is that real Who knows. I guess not. we planned to launch our open-weight model next week. we are delaying it; we need time to run additional safety tests and review high-risk areas. we are not yet sure how long it will take us. while we trust the community will build great things with this model once weights are we planned to launch our open-weight model next week. we are delaying it; we need time to run additional safety tests and review"
X Link 2025-07-12T02:47Z 62.7K followers, [----] engagements
"It couldve been Americas DeepSeek" Full interview with @huggingface CEO @ClemDelangue- He lays out exactly whats at stake in OpenAIs delay why the US is falling behind on open-source AI and how this moment could reshape the global AI race https://www.youtube.com/watchv=9I4epvjiz2g https://www.youtube.com/watchv=9I4epvjiz2g"
X Link 2025-07-12T03:10Z 62.7K followers, [----] engagements
"🚨big AI news --Meta will invest *hundreds of billions of $$ into compute to build up to [--] gigawatts of power over "several years" some context: thats energy capacity on par with what some countries consume and rivals the OpenAI-Oracle Project Stargate"
X Link 2025-07-14T15:15Z 62.7K followers, 11.5K engagements
"Perplexity CEO @AravSrinivas on Comet the Future of Search and the AI Talent Wars https://x.com/i/broadcasts/1jMJgkepBNeJL https://x.com/i/broadcasts/1jMJgkepBNeJL"
X Link 2025-07-14T18:04Z 62.7K followers, 46.2K engagements
"Zuckerberg/Meta floated "hundreds of billions" in AI compute spend. yet stock barely moved. Investors ok with massive ramp in AI spend or do they get spooked when Meta reports updated capex on July 30"
X Link 2025-07-14T19:13Z 62.7K followers, [----] engagements
""The world needs little tech to win" Why Perplexity CEO @AravSrinivas says no to big tech buyouts"
X Link 2025-07-14T19:48Z 62.8K followers, 296K engagements
"Is the AI trade still intact after earnings @DanielTNiles: 100%. He says the next wave is Inference demand 10100x bigger than training"
X Link 2025-07-18T01:15Z 62.7K followers, [----] engagements
"How does OpenEvidence win over doctors They test it against their own research. Literally. And it gets it right. @EvidenceOpen founder & CEO Daniel Nadler on how you earn trust in medicines most skeptical (and highest-stakes) audience"
X Link 2025-07-18T01:26Z 62.7K followers, [----] engagements
"NOW on Deirdre Bosa Live Google & Apple AI breakoutswhats next @jrichlive + Browserbases @pk_iv on Chromes win Bernsteins @Srasgon on TPUs Trainium & BABA chips a16zs @omooretweets on top consumer AI apps https://www.youtube.com/watchv=CbkHfJsZLJk https://www.youtube.com/watchv=CbkHfJsZLJk"
X Link 2025-09-04T19:02Z 62.6K followers, [----] engagements
"Does talent ultimately drive product leadership in consumer AI @omooretweets says we'll see. Meta AI comes in at #46 on a16z's list of top [---] consumer apps and didn't even make the mobile cutoff. High stakes for Zuck"
X Link 2025-09-05T21:22Z 62.7K followers, [----] engagements
"Great convo. And where @pk_iv says Apple shouldve bought The @browsercompany and Dia before Atlassian did "A lot of the browsing that is going to go away in the future is not the browsing that is fun." @pk_iv @browserbasehq w/ @dee_bosa talking about how browsers + agents will operate across the web in the (near) future. https://t.co/L00gJKaqtQ "A lot of the browsing that is going to go away in the future is not the browsing that is fun." @pk_iv @browserbasehq w/ @dee_bosa talking about how browsers + agents will operate across the web in the (near) future. https://t.co/L00gJKaqtQ"
X Link 2025-09-09T23:44Z 62.6K followers, [----] engagements
"Right now on DEIRDRE BOSA LIVE: Oracle shocks Wall Street the new hyperscaler and AI powerhouse Plus @alighodsi on Databricks $100b valuation @munster_gene on AIs first inning and Ramps @arakhazarian on what adoption really looks like Watch here: https://www.youtube.com/live/tJZH7p1nhNYsi=ohu7uVajUS8BdECZ https://www.youtube.com/live/tJZH7p1nhNYsi=ohu7uVajUS8BdECZ"
X Link 2025-09-11T19:01Z 62.6K followers, 39K engagements
"@bgurley why now P2P/venmo was supposed to be rail replacements but cards stayed dominant. hurdle hasn't been efficiency"
X Link 2025-09-17T18:33Z 62.6K followers, [----] engagements
"A pic from when I lived in #Beijing- face mask essential. Feel for those there now in the "super-bad" #smog http://t.co/VDWXTd1n"
X Link 2013-01-14T02:49Z 59K followers, [--] engagements
"Happy Monday. $Vanke (China's largest property developer) FINALLY says its converting B shares to H shares in HK. $HSI"
X Link 2013-01-20T23:39Z 62.7K followers, [--] engagements
"Taking on Stock in [--] again today. Obvious choice is $Vanke as it'll convert its B shares to H shares.Not too shabby http://t.co/7J07VZ7k"
X Link 2013-01-21T02:51Z 62.7K followers, [--] engagements
"#Groupon's massive China fail http://t.co/Zlht8OiteI http://bit.ly/15XNm7I http://bit.ly/15XNm7I"
X Link 2013-03-02T07:40Z 62.7K followers, [--] engagements
"#Weibo vs #WeChat - who's winning [--] mth returns: Sina -32.4% while Tencent +37.7%. A good-looking chart. @CNBCWorld http://t.co/xUP8rFLmC7"
X Link 2013-03-05T23:09Z 59K followers, [--] engagements
"China solar ADRs: $SOL gets $51 mn loan from China Dev't Bank while former poster child $STP facing bankruptcy http://t.co/K9ZdKNNm1f"
X Link 2013-03-21T22:19Z 59K followers, [--] engagements
"Still a big population enjoying CDs and DVDs. Mainland Chinese come to HK and shop at HMV - Kelvin Wu AID Partners new $HMV owner HK Sing"
X Link 2013-03-26T01:56Z 62.6K followers, [--] engagements
"Boom. Finally an upgrade. @DavidInglesTV RT @law_denise: $PCOMP +2.74% +15.19% YTD +31.85% 1Y"
X Link 2013-03-27T08:07Z 62.7K followers, [--] engagements
"China big [--] banks new loans at CNY [---] bn in March total loans expected to hit CNY [--] trln for entire month"
X Link 2013-04-03T00:52Z 59K followers, [--] engagements
"WeChat taking off. RT @Techinasia: Out of [---] Million Total Tencents WeChat Has [--] Million Overseas Users http://t.co/AJ0G0HEqAd http://bit.ly/12xDdiF http://bit.ly/12xDdiF"
X Link 2013-04-08T03:04Z 59K followers, [--] engagements
"You know it's a slow day when I'm talking about the $CNY. but this interesting: look at the offshore RMB go http://t.co/bMH51j9bpS"
X Link 2013-04-12T02:22Z 59K followers, [--] engagements
"China auto market looking hot again. $HTZ expanding into rental biz w China Auto Rental $F upping stake in Jiangling http://t.co/b4DG2cGxz7"
X Link 2013-04-17T23:41Z 58.9K followers, [--] engagements
"@peterjhinton @Ansuya_H Who knows No crystal balls work for China. One technical analyst we speak to says $SSEC will hit [----] this year"
X Link 2013-04-22T02:43Z 62.7K followers, [--] engagements
"Alibaba & Sina vs Tencent: battle of Chinese tech giants http://t.co/p8nyQHSro8 http://on.wsj.com/ZRt5hu http://on.wsj.com/ZRt5hu"
X Link 2013-04-30T00:05Z 59K followers, [--] engagements
"Is Shenzhen the dark horse of Chinese equities $SSEC $SZSE $CSI300 $FXI http://t.co/WQ8BUzq9Sa"
X Link 2013-05-02T07:17Z 62.7K followers, [--] engagements
"Apparently Tencent investors not worried by Sina-Alibaba partnership. Gaining in early trade up 7% this week http://t.co/NxkFEns3W3"
X Link 2013-05-03T01:37Z 58.9K followers, [--] engagements
"A tale of [--] Chinese mkts. $SSEC -2.4% YTD w P/E of [----] vs $SZSE +6.5% YTD w P/E of [----] http://t.co/vYhLwdUWum"
X Link 2013-05-03T03:16Z 62.7K followers, [--] engagements
"A rising tide lifts all. Even baijiu producers in the money today $SSEC $SZSE http://t.co/DoHH0q3yJj"
X Link 2013-05-03T06:50Z 62.7K followers, [--] engagements
"Yuan roars back investors apparently more interested in long-term convertibility plan vs short-term stem of inflows http://t.co/w8etZX8n5x"
X Link 2013-05-08T00:29Z 59K followers, [--] engagements
"Rounding out a week of China econ data w money supply today. New loans seen at CNY [---] bn vs Mar [----] trln. M2 f'cast +15.5% vs Mar 15.7%"
X Link 2013-05-10T00:56Z 58.9K followers, [--] engagements
"HK #IPO revival in the works Galaxy Securities debuts today Sinopec Engineering Thurs. HK was top IPO mkt 2009-2011 now in 12th place"
X Link 2013-05-21T23:03Z 60.8K followers, [--] engagements
"#HK: [--] IPOs [--] days US$3 bn. Galaxy Securities up 6% on mkt debut yesterday. Tepid debut for Sinopec Engineering http://t.co/R9gQEEvHtU"
X Link 2013-05-23T01:31Z 60.8K followers, [--] engagements
"And Sinopec Engineering falls below its IPO price in HK. Blame China http://t.co/w3nRPOLfCp"
X Link 2013-05-23T02:08Z 60.8K followers, [--] engagements
"A Chinese-run Club Med. the possibilities are endless. http://t.co/ghEw3aO5En"
X Link 2013-05-28T00:17Z 62.6K followers, [--] engagements
"Rough day for Southeast Asian markets as foreign investors continue to take money out $PSI $SETI $JKSE http://t.co/5njtMNcb7x"
X Link 2013-06-11T06:19Z 62.7K followers, [--] engagements
"A look at the emerging mkt exodus via @WSJ $JKSE $PSI $SETI http://t.co/SmUkMcc2NM"
X Link 2013-06-11T22:48Z 62.7K followers, [--] engagements
"The new norm. $Nikkei $TOPX open http://t.co/CiuugJm2gA"
X Link 2013-06-12T00:00Z 62.6K followers, [--] engagements
"Now Jakarta $JKSE in this ugly mix. Bangkok $SETI in about [--] mins. $PSI is really tanking http://t.co/UJcuuf2aNL"
X Link 2013-06-13T02:52Z 62.7K followers, [--] engagements
"And looking like a race to the bottom for Southeast Asia. Bangkok now red on the year $JKSE $PSI $SETI http://t.co/xjVyIC6s8k"
X Link 2013-06-13T06:26Z 62.7K followers, [--] engagements
"Wow China markets. From ugly to uglier. $SSEC -5.3% overnight - worst day in [--] yrs http://t.co/2xStAjPXwr"
X Link 2013-06-24T13:08Z 59K followers, [--] engagements
"The Colonel or McD's Morningstar says $MCD a better buy but $YUM still attractive. $YUM shares up after-hrs after 10% drop in June sales"
X Link 2013-07-10T23:00Z 58.9K followers, [--] engagements
"To be corrected by Xinhua tomorrow MT @ForexLive: Shanghai Sec News; Ex-NPC official He Keng suggests China cut GDP target to 7%"
X Link 2013-07-16T23:27Z 62.7K followers, [--] engagements
"India getting slammed. $Sensex headed for 6th straight session of losses $INR close to record low vs USD http://t.co/g2ZuIBCvxv"
X Link 2013-07-31T03:59Z 59K followers, [--] engagements
"China Iron & Steel Assoc: 40% of member companies running in the red. Total liabilities CNY [--] tn in Jan-May avg debt ratio of 69.5% #yikes"
X Link 2013-08-01T23:41Z 59K followers, [--] engagements
"GS back to pushing China equities MT: @Ansuya_H: #Goldman Sachs sees opportunity in China's exporter stocks: http://t.co/qZjZLAJXzy http://www.cnbc.com/id/100934206 http://www.cnbc.com/id/100934206"
X Link 2013-08-02T06:31Z 62.7K followers, [--] engagements
"Who wanted that "I" in BRICS again http://t.co/GH6P1xL6XC"
X Link 2013-08-19T03:49Z 61.8K followers, [--] engagements
"And there it goes. Rupee at [--] vs USD. Incredible. $INR http://t.co/nLcNYzcdFt"
X Link 2013-08-22T03:38Z 59K followers, [--] engagements
"Chinese internet co Tencent now worth $100 bn.nearly as much as Facebook and outperforming Fbook YTD http://t.co/Ls2WGMizxf"
X Link 2013-09-17T22:37Z 59K followers, [--] engagements
"Countries that Chinese credit rating agency Dagong rates higher than the US: Malaysia Estonia Russia Spain China http://t.co/w8M6nNLqei"
X Link 2013-10-17T22:43Z 59K followers, [--] engagements
"China top [--] brands(in China Daily). China Mobile keeps top spot Tencent moving up Kweichow Moutai just holding on http://t.co/sdQxdlBCdI"
X Link 2013-11-01T02:30Z 59K followers, [--] engagements
"Amazon trying to cash in on China's Single Day too. Promoting [-----] products discounted by as much as 90%. $amzn http://t.co/eP2L66FLqF"
X Link 2013-11-10T20:56Z 59K followers, [--] engagements
"It's official: monetary tightening is here - RBS on latest China monetary data. Total social financing CNY 856bn in Oct vs CNY 1.4tn in Sept"
X Link 2013-11-11T21:02Z 59K followers, [--] engagements
"Plenty of rhetoric from policymakers on China's pollution problems has been good for green stocks this week http://t.co/mZLF7miMNK"
X Link 2014-02-13T01:56Z 59K followers, [--] engagements
"Chinese lending at 4-yr high in Jan. But "effectively flat since middle of 2013": Capital Economics.Monetary tightening still prolly in tact"
X Link 2014-02-16T23:08Z 59K followers, [--] engagements
"We think the $CNY band widening could be overshadowed by other events this week in terms of mkt importance: Goldman Sachs"
X Link 2014-03-17T00:46Z 59K followers, [--] engagements
"+1 RT @prchovanec: I remember people saying China would have fully convertible currency 3-4 years from now 3-4 years ago"
X Link 2014-04-04T04:27Z 59K followers, [--] engagements
"#Alibaba also has Yu'e Bao - now one of the biggest money mkt funds in the world. Started [--] yr ago http://t.co/8mNvWV86YL"
X Link 2014-04-19T04:32Z 59K followers, [--] engagements
"$MCD's disappoints dragged down by US sales while $YUM beats helped by China. But which the better buy http://t.co/4X1T7QF2jJ"
X Link 2014-04-22T21:32Z 59K followers, [--] engagements
"$MCD's still the better buy (vs $YUM $CMG) http://t.co/d6WQpA2HxD http://t.co/6RWVCW0Fbn http://seekingalpha.com/article/2150693-mcdonalds-vs-yum-vs-chipotlesource=goog_news http://seekingalpha.com/article/2150693-mcdonalds-vs-yum-vs-chipotlesource=goog_news"
X Link 2014-04-22T21:56Z 59K followers, [--] engagements
"Chinese internet stocks tank on Wall St as Beijing stepping up censorship. #Alibaba taking $1.22 bn stake in $YOKU http://t.co/oxo6FT9Mv2"
X Link 2014-04-28T19:56Z 59K followers, [--] engagements
"China Academy of Social Sciences (gov't think tank) says China [----] GDP growth could come in as low as 7% ()"
X Link 2014-04-30T01:29Z 58.9K followers, [--] engagements
"Goldcorp CEO: global gold output faces sustained multi-yr decline. $GG $G getting slammed today after earnings miss http://t.co/90KvxQ9JFN"
X Link 2014-10-30T17:56Z 61.6K followers, [--] engagements
"Tencent partnering w HBO but Chinese viewers weary remembering that time CCTV ran #GoT & it looked more like "medieval castle documentary""
X Link 2014-11-25T18:46Z 59K followers, [--] engagements
"Macau set for 1st-ever full-yr decline in gambling revenue. "Nobody saw this coming": StanChart $WYNN $LVS $MGM http://t.co/6jIlFvzhoh"
X Link 2014-12-01T15:15Z 58.9K followers, [--] engagements
"Hungary Poland seen as vulnerable to surge in Swiss franc. Forint zloty losing ground vs euro http://t.co/zCopfkxUTr"
X Link 2015-01-15T11:57Z 59K followers, [--] engagements
"Not even 9am and halfway there (yes I just RT-ed myself) RT @dee_bosa: EUR/USD to break [----] today YTD -11.4% http://t.co/okIrDjaLHE"
X Link 2015-03-11T08:23Z 59K followers, [--] engagements
"Add South Korea & Thailand to growing list of central banks easing monetary policy. They make make [--] and [--] this yr http://t.co/4J8ctGm3HG"
X Link 2015-03-12T03:47Z 59K followers, [--] engagements
"WeChat statement on Lee Kuan Yew passing. http://t.co/o4GCmjicfa"
X Link 2015-03-23T06:07Z 59K followers, [--] engagements
"Have $FANG stocks fallen back to earth All [--] names trading below their 1-year average forward P/E ratios"
X Link 2016-04-15T16:03Z 58.9K followers, [--] engagements
"Paypal shares hitting record highs in after hours after earnings beat. Venmo TPV more than doubled y/y. $PYPL partnerships over last yr:"
X Link 2017-04-26T20:46Z 59K followers, [--] engagements
"Venmo moving beyond peer-to-peer payments. $PYPL to open up Venmo to merchants to accept as mobile pymnt option"
X Link 2017-04-26T21:23Z 59K followers, [--] engagements
"Big scoop from @jordannovet: Facebook planning to move WhatApp off IBM's public cloud $IBM stock dropping http://www.cnbc.com/2017/06/07/facebook-planning-to-move-whatsapp-off-ibms-public-cloud.html http://www.cnbc.com/2017/06/07/facebook-planning-to-move-whatsapp-off-ibms-public-cloud.html"
X Link 2017-06-07T15:45Z 59K followers, [--] engagements
"Alphabets CapitalG Leads $1 Billion Round in Lyft. CapitalG's David Lawee joining Lyft's board"
X Link 2017-10-19T15:21Z 59K followers, [--] engagements
"Berkshire slashes IBM stake by 32% to [--] million shares Follows sale earlier this year when Buffett sold a third of $IBM stake"
X Link 2017-11-14T21:45Z 58.9K followers, [--] engagements
"Tencent talks up $SNAP on this morning's earnings call and says it wants to establish a closer relationship"
X Link 2017-11-15T13:47Z 59K followers, [--] engagements
"Drew Houston [----] total compensation (incl salary and stock awards): $110.2 mn $DBX S1"
X Link 2018-02-23T21:01Z 59K followers, [--] engagements
"From @levynews: Who's making money in the Dropbox IPO $DBX https://www.cnbc.com/2018/02/23/dropbox-is-going-public-heres-whos-making-money.html https://www.cnbc.com/2018/02/23/dropbox-is-going-public-heres-whos-making-money.html"
X Link 2018-02-23T21:39Z 59K followers, [--] engagements
"Big day for Dropbox as Dow looks headed for a 200-pt drop at open $DBX Were at the NASDAQ"
X Link 2018-03-23T10:01Z 59K followers, [--] engagements
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