@julius5207 Avatar @julius5207 Julius Sommer

Julius Sommer posts on X about $baba, baba, $pdd, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 79.05% finance 46.67% countries 10.48% technology brands 9.52% cryptocurrencies 5.71% currencies 3.81% automotive brands 2.86% social networks 1.9% financial services 1.9% travel destinations 0.95%

Social topic influence $baba #98, baba 52.38%, $pdd #14, stocks #1803, $bidu #22, $evo 17.14%, $jd 13.33%, in the 11.43%, $evvty 10.48%, company 8.57%

Top accounts mentioned or mentioned by @barkmeta @boringbiz @briantycangco @nataninvesting @compoundingirl @equitybrian @ajbutton2 @zoomyzoomm @investwithwes1 @marketplunger1 @sjosephburns @markminervini @1coastaljournal @kobeissiletter @khan_khubilai @ronaldo7trades

Top assets mentioned Alibaba Group (BABA) Evotec SE (EVO) SPDR S&P [---] ETF Trust (SPY) Braskem S.A. American Depositary Shares (BAK) ELYSIA (EL) Kanzhun Ltd (BZ) Bitcoin (BTC) Warrior Met Coal, Inc. (HCC) XPENG INC. (XPEV) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Coupang, Inc. (CPNG) Grab Holdings Limited Class A Ordinary Shares (GRAB) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT)

Top Social Posts

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

"Went long $BAK today @ [----] USD. Total portfolio allocation 5%. If this position moves in my direction I will double my allocation up to 10% total allocation. My next buy zone will be If $BAK starts consolidating around the white line"
X Link 2026-01-27T16:32Z [----] followers, [----] engagements

"Got stopped out and exited my $EL position completely at market open and realized a loss of 0.2% If I would not have had a stop loss I would be down huge on $EL by now. Stop loss very important tool to manage risk and limit downside"
X Link 2026-02-05T15:11Z [----] followers, [---] engagements

"@barkmeta $BABA $BIDU $GDS $KWEB"
X Link 2026-02-05T17:03Z [----] followers, [---] engagements

"One of the Most Undervalued Stocks in the Market $JD is one of the most undervalued stocks in the entire market. Were talking about a high-quality compounding growth stock with a dividend yield of 3.5% and an anually share buyback percentage of 5% and todays earnings call only reinforces this view. The market is completely mispricing this company: P/E of [--] P/S of [---] P/B of [---] EV/EBITDA of [--] is being priced as if it will go bankrupt in five years yet it has been growing faster than Walmart or Costcoboth of which trade at 5x higher valuationsfor several quarters now. Even if the stock were to"
X Link 2025-05-13T12:55Z [----] followers, [----] engagements

"Dumping $PDD after one bad quarter Then you never believed in the investment. If short-term earnings swings make you sell your risk tolerance might not align with single stocks. Save yourself the stress stick to index funds. $SPY"
X Link 2025-05-28T16:00Z [----] followers, [----] engagements

"$PDD catching fire"
X Link 2025-08-22T08:38Z [----] followers, [----] engagements

"$PDD second quarter adjusted earnings came in at $3.08 a share beating expectations $2.16 a share. 17% of my net worth is invested in $PDD. I do not even think about thinking about selling"
X Link 2025-08-25T12:02Z [----] followers, [----] engagements

"Price is narrative. When price goes up the media creates the narrative to pump the price higher have seen this so many times. For $BABA that's the new narrative. Music to my ears"
X Link 2025-08-29T23:17Z [----] followers, [----] engagements

"Against an overall bearish backdrop $BABA exhibited significant relative strength posting a 2.7% daily gain. The move was confirmed by heavy institutional interest with daily volume exploding to 3x the average. Seems like Wall Street starts liking chinese tech stocks"
X Link 2025-09-02T20:12Z [----] followers, [---] engagements

"🗓OCTOBER [----] PORTFOLIO UPDATE MY PORTFOLIO YTD: +56%🟢 S&P500 YTD: +15%🟢 MSCI WORLD YTD: +18%🟢 💹My positions: $BABA $PDD $BZ $XPENG $BIDU $CPNG $GRAB $KUAISHOU ALLOCATION BY COUNTRY / ASSET CLASS: China: 81% S.Korea: 3% 💵EURO: 9% SE Asia: 7% Follow me: @julius5207 - - - - - - - - - - - - - - - - - - - ** . ' and all the https://twitter.com/i/web/status/1974438268360880236 https://twitter.com/i/web/status/1974438268360880236"
X Link 2025-10-04T11:35Z [----] followers, [----] engagements

"All eyes on $BABA and $BIDU now. My two biggest positions. Meanwhile my third biggest position $GDS does not get any attention at all. Despite the chart is looking like it's about to pop. Good"
X Link 2026-01-22T20:46Z [----] followers, [---] engagements

"Let your winners run. $BABA $BIDU $GDS"
X Link 2026-01-23T12:24Z [----] followers, [---] engagements

"Sure $BAK represents a high-beta cyclical call on two key macro pivots: a peak in the $DXY and a cyclical recovery in Chinese industrial demand. Its unique sensitivity to these drivers combined with an improving industry supply picture and resolving company-specific liabilities creates a asymmetric opportunity for significant earnings and multiple expansion over the next 18-24 months. https://twitter.com/i/web/status/2016447789249540380 https://twitter.com/i/web/status/2016447789249540380"
X Link 2026-01-28T09:46Z [----] followers, [---] engagements

"Sold all of my $FUTU @ 150$ and realized a 18% percent loss on this position. This money will probably flow into $BIDU or $GDS"
X Link 2026-02-05T16:52Z [----] followers, [---] engagements

"My thesis for doubling my $BAK position is contingent on a specific price action sequence: A decisive breakout above key resistance (white line) followed by a pullback. This pullback must consolidate on noticeably declining volume indicating a lack of selling pressure. Upon confirmation of this pattern I will execute the trade bringing my total allocation to over 10% of my net worth. Currently I am up around 8% on this position which is nothing as this name is very volatile. https://twitter.com/i/web/status/2021337861719543826 https://twitter.com/i/web/status/2021337861719543826"
X Link 2026-02-10T21:37Z [----] followers, [---] engagements

"China stocks not declining on this should give you a hint. $BABA $KWEB $BIDU $GDS PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY"
X Link 2026-02-13T16:41Z [----] followers, [---] engagements

"Let me walk you through my interpretation of where $BABA $JD $BIDU $PDD currently stand in the market cycle based on observable signals such as price action news sentiment and broader investor psychology. Admittedly this is speculative but I find such exercises intellectually stimulating and perhaps youll enjoy reading it as much as I enjoy theorizing. Who knows there might even be some truth to my musings. Markets are as much about narratives as they are about numbers and sometimes stepping back to assess the prevailing mood can reveal opportunities obscured by short-term noise. I believe"
X Link 2025-05-28T22:49Z [----] followers, [----] engagements

"The real risk in financial markets is not buying stocks that the market recognizes as risky like $BABA $PDD $JD $BIDU and therefore prices accordingly often even mispricing them due to perceived risk. Instead the true danger lies in buying stocks the market is overly confident about like $SPY $QQQ $AAPL $MSFT $GOOGL $NVDA believing them to be safe only for them to later reveal hidden risks"
X Link 2025-05-29T11:07Z [----] followers, [----] engagements

"Recent Weakness in Chinese Stocks & Strategic Entry Points In recent weeks Chinese equities $BABA $PDD $JD $BIDU have experienced significant declines. This can largely be attributed to a broader market pullback and short-term concerns over weakening fundamentals as well as the ever-shifting rhetoric of my friend Donald Trump who changes his mind more often than I change my underwear. One stock worth watching closely is $BABA as it serves as a classic proxy for Chinese tech stocks. In other words when Alibaba falls names like Pinduoduo and Baidu tend to follow despite the fact that and Baidu"
X Link 2025-05-31T13:04Z [----] followers, [----] engagements

"@BoringBiz_ If you didnt even have a bookshelf you probably outperformed"
X Link 2025-06-01T15:09Z [----] followers, [----] engagements

"Evolutions $EVO $EVVTY Share Buyback Activity (May 2630): A Potential Price Support Mechanism Between May [--] and May [--] Evolution repurchased a total of [------] shares. While this figure may appear substantial at first glance it raises the question of whether the company aimed to defend the share price at around [---] SEK (or 60) and counteract selling pressure from major stakeholders like Capital Group. During the same period approximately [--] million Evolution shares changed hands on Nasdaq Stockholm (OMXSTO) meaning the companys buybacks accounted for nearly 7% of total trading volume. This"
X Link 2025-06-02T12:21Z [----] followers, [----] engagements

"Evolution $EVO $EVVTY with these fundamentals and at this valuation is literally a wet dream coming true the perfect pitch for any private equity analyst. Even at around a 50% premium to the actual price"
X Link 2025-06-02T14:07Z [----] followers, [----] engagements

"$BABA is deeply integrated into the economic value chain of China the worlds largest economy. $BABA is a $1 trillion company. Currently $BABA market cap stands at $300 billion"
X Link 2025-06-03T21:25Z [----] followers, 13.3K engagements

"Every major bull market begins with a significant catalyst that shifts sentiment and therefore drives prices upward. In my view a meeting between President XI and Trump could serve as such a catalyst for the start of a major bull market for Chinese stocks. $BABA $PDD $JD $BIDU"
X Link 2025-06-04T21:16Z [----] followers, [----] engagements

"I've analyzed many successful businesses and it's remarkable when a company achieves a cash conversion rate in the 70s. However Evolution AB $EVO $EVVTY boasts an exceptional cash conversion rate of 87% something Ive rarely if ever seen before. And all this at a P/E of just [--] Incredible https://twitter.com/i/web/status/1930970326885613805 https://twitter.com/i/web/status/1930970326885613805"
X Link 2025-06-06T12:49Z [----] followers, 22.3K engagements

"Charlie Munger was right about his Alibaba $BABA investment he was simply too early. His $72 million stake (30% of his portfolio) was sold shortly before his death. In the coming years this investment may well be remembered as one of his greatest further cementing his legacy among the most legendary investors of all time"
X Link 2025-06-09T22:40Z [----] followers, [----] engagements

"It is better to own the casino than to play in it. $EVO"
X Link 2025-06-09T23:01Z [----] followers, [----] engagements

"Added Alibaba $BABA ADRs today at $120 per share increasing my total position by 5%. Could the price drop a bit more Possibly but I believe this is an excellent opportunity so Im taking it. The potential upside is significant whereas the downside is minimal. NFA"
X Link 2025-06-10T16:01Z [----] followers, [----] engagements

"$EVO = Superior"
X Link 2025-06-12T10:17Z [----] followers, [----] engagements

"What people dislike most is uncertainty and volatility thats why no one wants to buy Chinese stocks. It just doesnt feel right. Because of that theyre trading at fire-sale prices. Im happy to step in and buy. Thanks for selling guys. $BABA $PDD $JD $BIDU"
X Link 2025-06-13T20:00Z [----] followers, [----] engagements

"As I told you in my $EVO $EVVTY Thread. Insiders are buying and you should too 🚨RIGHT NOW: Evolution CEO Martin Carlesund bought shares worth [--] million last week Where are the people who said there were no insider purchases 🤔 $EVO $EVVTY $EVO.ST https://t.co/myEwPxEEnJ 🚨RIGHT NOW: Evolution CEO Martin Carlesund bought shares worth [--] million last week Where are the people who said there were no insider purchases 🤔 $EVO $EVVTY $EVO.ST https://t.co/myEwPxEEnJ"
X Link 2025-06-16T04:54Z [----] followers, [----] engagements

"The recent news $EVO CEO buying shares is definitely a positive signal and helps build confidence. However it's worth keeping in mind that from a technical perspective we're still in a downtrend. That said the past four weeks have clearly shown that the [---] SEK / [--] level has been a solid area for accumulating shares to start building a position"
X Link 2025-06-16T10:18Z [----] followers, [----] engagements

"Chinese stocks particularly $BABA and $PDD are now in a setup strikingly similar to $BTC at the end of [----] when I went all-in and tripled my money. The parallels are evident both technically and macro-wise. Most importantly the investment communitys fear and misunderstanding of Chinese tech stocks mirror the skepticism that once surrounded Bitcoin presenting a rare and compelling opportunity. The last time i saw a similar opportunity was when i went big on $BTC. If conviction is big you bet big and my conviction is huge"
X Link 2025-06-18T21:40Z [----] followers, [----] engagements

"The Chinese economy is gaining momentum offering attentive investors subtle signals. For instance $BABA s Taobao Hong Kong platform saw its user base triple during this years '618' mid-year shopping festival compared to the previous year reaching an all-time high"
X Link 2025-06-20T12:42Z [----] followers, [----] engagements

"Getting $EVO $EVVTY vibes on this take"
X Link 2025-06-21T08:25Z [----] followers, [----] engagements

"The main reason Im allocating 10% of my portfolio to Evolution AB $EVO $EVVTY isnt just its extremely attractive valuation relative to the companys quality. Its also a smart way to gain exposure to emerging markets without taking on their inherent risks. Dont forget: 50% of $EVO revenue comes from Asia and Latin America and that share is growing. https://twitter.com/i/web/status/1937433885488414729 https://twitter.com/i/web/status/1937433885488414729"
X Link 2025-06-24T08:53Z [----] followers, [----] engagements

"As anticipated $EVO is showing significant strength breaking out of the 60/650 SEK value zone. However I remain patient. We are still in a downtrend and I need confirmation before adding more to my position. Even if it means paying a higher price per share"
X Link 2025-06-27T11:23Z [----] followers, [----] engagements

"I added to my $BABA position once again increasing it by roughly 5%. The order executed at around $112.50 per share"
X Link 2025-06-30T10:49Z [----] followers, [----] engagements

"The big money comes from the big swings. $BABA $PDD"
X Link 2025-07-05T21:56Z [----] followers, [----] engagements

"Ive opened a new position in the cosmetics company $EL Este Lauder. Ill share my full investment thesis in a separate tweet this one will focus solely on the technical approach and my entry point. At present Este Lauder $EL makes up 6% of my total portfolio. However Im prepared to increase this position to as much as 15%. The stock has consolidated around the 30-week moving average (30 WMA) following its sharp decline since October [----]. However in recent weeks it has shown exceptional strength forming a highly bullish setup. The price is now trading above the [--] WMA and the consolidation"
X Link 2025-07-06T09:06Z [----] followers, [----] engagements

"At $100 per ADR $BABA presents one of the most compelling risk-reward opportunities in the stock marketand its easily accessible to nearly every investor. Yet most will likely stay on the sidelines deterred by its poor performance over the past five years"
X Link 2025-07-09T20:20Z [----] followers, [----] engagements

"Many investors are overlooking the striking parallels between Chinese tech firms such as $BABA $PDD $JD $BIDU today and U.S. tech companies in [----]. With access to ultra-cheap financing because of near-zero interest rates and abundant liquidity. These companies can aggressively fund buybacks or reinvest in high-return growth initiatives. Trading at deep discounts despite strong fundamentals and impressive ROIC Chinese tech presents what could be one of the most overlooked opportunities in global markets. The market hasnt priced in this asymmetry YET"
X Link 2025-07-15T17:14Z [----] followers, [----] engagements

"Citigroup increased it's $BABA long position from 3.6% to 5.6% as HKEX filings show"
X Link 2025-07-18T13:47Z [----] followers, [----] engagements

"Seriously considering reducing my gold position to increase my $BABA position by 50%"
X Link 2025-07-20T17:00Z [----] followers, [----] engagements

"Increased my $BABA position by 50%. My entry point for the entry tranche is 123$ per ADR. $BABA is now the biggest position in my portfolio the second one is $PDD. They both make up around 40% of my net worth"
X Link 2025-07-23T13:40Z [----] followers, [----] engagements

"Chinese tech stocks $BABA $JD $PDD $BIDU have exhibited a highly suspicious trading pattern in recent months.Price increases occur on high volume while declines happen on low volume. The recent drop in prices took place with exceptionally weak trading volume meaning relatively few shares changed hands during the downturn. Meanwhile major investment banks particularly Goldman Sachs JPMorgan and Citigroup have significantly increased their exposure to these stocks over the past few quarters. Do what you will with this information. But anyone who can put two and two together should see whats"
X Link 2025-08-02T07:06Z [----] followers, [----] engagements

"Im fairly confident that the Fed will cut rates in September. In just a few weeks the bull market for Chinese equities $BABA $PDD $JD $BIDU will begin. The last time I was this sure about a trade was Bitcoin $BTC at the end of [----]. I will bet more i guess"
X Link 2025-08-04T20:52Z [----] followers, [----] engagements

"I increased my $BABA position by another 50% bringing my total allocation to 30% of my net worth. My latest purchase was at $117 and my overall cost basis remains at $117 per ADR. This could either be the smartest trade of my career or the dumbest. Either way Im putting my money where my mouth is. Let's go"
X Link 2025-08-05T18:31Z [----] followers, 16.7K engagements

"By now half of my net worth is invested in two Chinese stocks: $BABA and $PDD This is my high-conviction high-reward play I am swinging for the fences on this one. The setup looks exceptionally strong and I believe its an opportunity I cant pass up. Wish me luck"
X Link 2025-08-05T18:39Z [----] followers, [----] engagements

"$BABA is consolidating at the disbelief stage. Just like in the textbook. Such opportunities are very rare in reality but here it is"
X Link 2025-08-05T19:09Z [----] followers, 12.3K engagements

"I prefer investing in what the average Joe considers high-risk stocks like $PDD and $BABA rather than spending my money on vacations fancy cars or flashy status symbols to pretend and feeling rich like everybody else. I play wealth games not status games"
X Link 2025-08-12T00:15Z [----] followers, [----] engagements

"Once the Western world realizes this and China's trillions in stimulus begin circulating through its domestic economy Chinese tech stocks will go bananas. Better fasten your seatbelts. $BABA $PDD $JD $BIDU"
X Link 2025-08-13T19:40Z [----] followers, [----] engagements

"Alibaba $BABA is set to release its earnings on August 29th. Sharing this as Ive seen a lot of curiosity around it"
X Link 2025-08-18T18:19Z [----] followers, [----] engagements

"Kenneth Dart now owns approximately 20.3% of $EVO's equity. Unlike many investors he remains unfazed by short-term market noise. As the largest shareholder his stake even surpasses that of the company's founders"
X Link 2025-08-18T20:03Z [----] followers, [----] engagements

"China Tech is set to become the next speculative bubble maniaall the pieces are aligning perfectly. $BABA $PDD $KWEB $BIDU $BZ $JD"
X Link 2025-08-19T08:09Z [----] followers, [----] engagements

"The conditions for the rise of China Tech are now unequivocally in place: fundamentals are sound market sentiment has turned the political environment is supportive and monetary policy is conducive. The stage is set for a new chapter. $BABA $PDD $KWEB $BZ $BIDU $JD"
X Link 2025-08-22T06:55Z [----] followers, [----] engagements

"$BABA +6% again on HKEX"
X Link 2025-08-25T03:32Z [----] followers, [----] engagements

"Labeling $PDD a fraud for not paying dividends or conducting buybacks demonstrates a fundamental misunderstanding. When a company generates a 30% return on invested capital (ROIC) reinvesting profits is unequivocally the superior method of creating shareholder value"
X Link 2025-08-26T16:05Z [----] followers, [----] engagements

"Going into $BABA earnings call with 33% of my net worth invested into this stock and I feel nothing"
X Link 2025-08-28T19:33Z [----] followers, 32.3K engagements

"Still feel nothing. $BABA"
X Link 2025-08-29T13:51Z [----] followers, [----] engagements

"The accumulation phase for $BABA and $KWEB stocks is about to end guys. The longer the accumulation phase is the higher the bull market goes. [--] years $KWEB stocks have been in a bear market while every other market was soaring now they catch up. Secure your seatsthis train is leaving the station and it will go fast"
X Link 2025-08-29T20:12Z [----] followers, [----] engagements

"The narrative on $BABA is hilarious: from 'shitco' to 'most innovative company' all because of a 15% green day. A masterclass in recency bias"
X Link 2025-08-30T13:40Z [----] followers, [----] engagements

"$BABA has short squeeze potential. This is not priced in"
X Link 2025-08-30T17:53Z [----] followers, [----] engagements

"No other $300B+ company has $BABA's near-term doubling potential. Major funds are underweight yet it's the only stock large and liquid enough for them to buy in size. The last time I saw this setup was with $BTC before it 5x'd. Do with that what you will"
X Link 2025-08-30T18:09Z [----] followers, [----] engagements

"The substantial+15% price surge for $BABAwas accompanied by a massive spike in trading volume. The volume waswell over 5x the average(precisely5.7 times higher) indicating exceptionally strong and broad market interest. Big money just started chasing CHINA TECH"
X Link 2025-08-31T14:02Z [----] followers, [----] engagements

"$BABA is about to steal $NVDA's crown. MARKET CAP $BABA = $285 billion MARKET CAP $NVDA = $4230 billion"
X Link 2025-08-31T21:47Z [----] followers, [----] engagements

"$BABA daily chart story is clear: supply is weak (low volume pullback) demand is strong (high volume breakout). This is bullish"
X Link 2025-09-04T17:36Z [----] followers, [----] engagements

"At some point in this cycle fund managers are risking their careers if they are not at least somewhat allocated to Chinese stocks. $BABA should be the biggest beneficiary of this evolving trend. 35% of my net worth is in $BABA"
X Link 2025-09-08T19:38Z [----] followers, [----] engagements

"As the price of $BABA trends higher more and more AI/cloud-related news is being released feeding the "fancy" tech sentiment. It seems increasingly likely this stock could pull a "Chinese Nvidia"-like price increase. I am definitely not selling any of my shares this year"
X Link 2025-09-09T09:54Z [----] followers, [----] engagements

"$BABA is about to become the best performing and still most underowned stock. At this point the guy who does not own $BABA stock starts to look like a clown. I told you this will happen. We are far from done"
X Link 2025-09-24T09:45Z [----] followers, [----] engagements

"We are at optimism stage now. $BABA"
X Link 2025-09-24T15:37Z [----] followers, 12.2K engagements

"Just sold my $EL Estee Lauder position at 84$ for a small loss of around 2.5% I gave this position time to show some strength but it became weaker and weaker. Also my overall thesis had not played out and the environment in which a stock like $EL could flourish has not developed until now. I know I am not right all of the time so when a stock simply does not move I rather free up some capital and use it for new trades and setups. https://twitter.com/i/web/status/1971235675253936522 https://twitter.com/i/web/status/1971235675253936522"
X Link 2025-09-25T15:29Z [----] followers, [---] engagements

"Currently I am up 54% on my $BABA position. By now this position is around 40% of my net worth and I won't sell a single share. This move is far from done"
X Link 2025-10-02T02:48Z [----] followers, [----] engagements

"Normally I don't share information like this but in this case I have to. JPMORGAN just increased their price target for $BABA from USD 180$ to USD 245$. This won't be their last increase"
X Link 2025-10-02T13:54Z [----] followers, [----] engagements

"As the train for Chinese equities finally leaves the station with everyone now claiming they were on board from the start I need to acknowledge the few who were actually in the mostly empty seats. Let's go guys @BrianTycangco @nataninvesting @CompoundinGirl @EquityBrian @AJButton2 @zoomyzoomm @investwithwes1"
X Link 2025-10-02T14:02Z [----] followers, [----] engagements

"@marketplunger1 I am All IN China. You are emotional and not rational"
X Link 2025-10-10T20:04Z [----] followers, [----] engagements

"Chinese tech stocks will probably be up double digits tomorrow. $KWEB $BABA $PDD $BIDU $JD $XPENG"
X Link 2025-10-12T17:41Z [----] followers, [----] engagements

"50% up on $BABA. Half my net worth is in this tock. Won't sell won't trim. This is a winner"
X Link 2025-10-20T20:03Z [----] followers, [----] engagements

"Being long coal stocks seems very reasonable around Q3 [----] especially as great setups in coal stocks start to emerge. $HCC $AMR $CNR"
X Link 2025-11-01T18:54Z [----] followers, [----] engagements

"Mentioned before not positioned yet. 👀👀 $HCC"
X Link 2025-11-06T19:19Z [----] followers, [---] engagements

"By now $BABA has pulled back 16% from its annual high which has unsettled many investors. However for a stock like this such a pullback is completely normal and by no means problematic. In fact these kinds of corrections are very healthy and essential for maintaining a strong upward trend. Whats more the fact that this pullback is occurring alongside continuously declining weekly trading volume is a very positive signal. The $BABA bull run is far from over"
X Link 2025-11-12T02:24Z [----] followers, [----] engagements

"A potential Strategic Bet on an Overlooked Energy Narrative: Currently several promising technical setups are emerging within oil drilling companies and coal miners. My favored names in this space include companies like Warrior Met Coal $HCC and Noble $NE. However when I commit capital technical and fundamental analysis alone are not enough. My philosophy is to check every possible box to maximize the probability of success even if it means passing on numerous good opportunities. A critical aspect often overlooked by most market participants is the power of a narrative shifta change in market"
X Link 2025-11-12T20:33Z [----] followers, [---] engagements

"@SJosephBurns Team [--] Stanley Druckenmiller Li Lu David Tepper"
X Link 2025-11-12T20:38Z [----] followers, [----] engagements

"@markminervini Being disciplined is the most easiest thing to understand yet it's the most difficult thing to do"
X Link 2025-11-14T00:38Z [----] followers, [----] engagements

"Executed a pyramid addition to my $GDS position increasing it by 50%. The new tranche was acquired at $40.10. The position is now my third-largest bet representing 13% of my portfolio. My weighted average price is $38.20 and I have set a firm stop-loss at that same level to define my risk. https://twitter.com/i/web/status/2014047185596207125 https://twitter.com/i/web/status/2014047185596207125"
X Link 2026-01-21T18:47Z [----] followers, [---] engagements

"@1CoastalJournal They are not injecting liquidity by buying bonds because they also hold bonds on their balance sheet that are maturing. For example if40$ billion worth of bonds expire and they only buy 20$ billion they are not adding any net liquidityin fact the opposite is true"
X Link 2025-05-08T19:44Z [----] followers, [----] engagements

"🔥The stock market is a jungle where sharks feast on minnowsbut right now the minnows are about to take a bite out of the sharks. Heres how. 🧵 A hidden compounding machine $EVO profitable growing and absurdly cheapis being forced into a fire sale. Why A major shareholder (15% of the company) is being strong-armed by ESG rules to dump shares into an illiquid market. This is creating a once-in-a-cycle mispricinga temporary distortion where small investors get a rare edge over Wall Streets giants. The Twist While big funds are locked out (liquidity crunch + compliance hurdles) retail investors"
X Link 2025-05-09T00:57Z [----] followers, 24.5K engagements

"As I mentioned in my previous thread about the most mispriced compounding machine in the market $EVO insiders including members of the Board of Directors and executives continue to buy shares at current prices. Given $EVO's undervaluation this trend is unlikely to change"
X Link 2025-05-14T10:25Z [----] followers, [----] engagements

"@KobeissiLetter There never was a trade deal only a temporary pause"
X Link 2025-05-19T13:27Z [----] followers, [----] engagements

"I remember facing a lot of skepticism when I mentioned that insiders were loading up on $EVO in my write-up. Many doubted me and even thought I was talking nonsense. Now the truth is clear. 🔥The stock market is a jungle where sharks feast on minnowsbut right now the minnows are about to take a bite out of the sharks. Heres how. 🧵 A hidden compounding machine $EVO profitable growing and absurdly cheapis being forced into a fire sale. Why A major https://t.co/3XcN8JaCaL 🔥The stock market is a jungle where sharks feast on minnowsbut right now the minnows are about to take a bite out of the"
X Link 2025-05-22T18:46Z [----] followers, [----] engagements

"$EVO is still trading below the 30-week moving average (30WMA) and based on the volume there is clear evidence of extreme selling pressure. This situation is unlikely to change for now unless there is a shift in the news regarding Evolution's problems. For long-term investors these are excellent entry prices. I dont see $EVO as a trade but rather as an investment with a time horizon of at least [--] years. For momentum to return the stock would first need to sustainably break back above the 30WMA this could happen between Q4 [----] and Q1 [----]. The coming months are a great opportunity to buy a"
X Link 2025-05-23T10:34Z [----] followers, [----] engagements

"Evolution management is phenomenal. Anyone who has deeply studied the giants of value investing like Munger Smith or Buffett should recognize that $EVO is an outstanding company at a very cheap price. Evolution [--] steps ahead when they did the ring-fencing 👏👏 $EVO $EVVTY Evolution [--] steps ahead when they did the ring-fencing 👏👏 $EVO $EVVTY"
X Link 2025-05-23T14:26Z [----] followers, [----] engagements

"EVOLUTION $EVO $EVVTY DEBUTS US LAUNCH OF RED DOOR ROULETTE: Published: 20/05/25 Jacob Claesson CEO of Evolution $EVO North America: "Following global success were excited to introduce this innovative format to US players just the beginning of our [----] live game roadmap." Evolution $EVVTY brings its hit game show mashup Red Door Roulette to New Jersey & Delaware with more states to follow. A strategic step in Evolutions North American expansion"
X Link 2025-05-25T22:11Z [----] followers, [----] engagements

"Jens von Bahr one of the co-founders of $EVO $EVVTY receives an annual salary of [------]. In contrast the shares he owns are worth [---] billion (2400 times his salary). His interests are therefore clear: rather than focusing on increasing his own compensation his absolute priority is to generate shareholder value. This stands in stark contrast to most other CEOs in the $SPY $QQQ for example who often hold little to no equity in their companies. Skin in the game indeed"
X Link 2025-05-26T21:13Z [----] followers, [----] engagements

"The market is currently pricing Evolution AB $EVO $EVVTY as if its revenue will stagnate in the coming years 📉 reflecting the consensus view of most participants. However exceptional investment opportunities arise precisely when one identifies value that the majority overlooks what is often called an "edge." 🧠💎 Rather than throwing around speculative numbers that lack context (since were discussing the future) Ill present a logical case for why $EVO is a phenomenal business trading at a fraction of its true worth.🤯📊 Lets break down why this could be one of the most misunderstood"
X Link 2025-05-30T00:44Z [----] followers, 18.6K engagements

"Growing evidence suggests we are witnessing a paradigm shift away from the era of cheap money and relentless bull markets toward an environment strikingly reminiscent of the 1970s. That decade was defined by high inflation energy crises geopolitical tensions and volatile interest rates. Today history appears to be rhyming. The era of passive "buy and hold" investing in tech ETFs $QQQ $AAPL $NVDA $GOOGL $MSFT $BTC $TSLA may be fading making way for a time when stock-picking and macroeconomic timing become critical once again. Yet while virtually every investor remains overweight in US tech and"
X Link 2025-06-01T15:04Z [----] followers, [---] engagements

"Pinduoduo $PDD has more monthly active users (MAU) than Amazon $AMZN but its market capitalization is just 6% of Amazon's. Something really wrong here"
X Link 2025-06-02T13:47Z [----] followers, [----] engagements

"One of the key reasons $BABA is my largest position is its technical setup. The stock has been consolidating for nearly four years and the longer the consolidation the stronger and higher the eventual breakout tends to be. Weve already seen the initial breakout followed by a pullback to retest the 30-week moving average and the white resistance line (now acting as support). This retest presents a perfect opportunity to add to the position. The next move is likely to be a powerful impulse rally fueled by a surge in bullish sentiment. Catalysts could include the highly anticipated meeting"
X Link 2025-07-23T14:55Z [----] followers, [----] engagements

"I will be selling my position in $JD next week and reallocating the capital into my other Chinese holdings. Reasons for selling $JD: Compared to my other Chinese tech holdings $JD has underperformed. All my other positions are trading above their 30-week moving average (30WMA) while $JD remains below it.I only hold stocks above their 30WMA. Ive given $JD some time as volatility is normal with individual stocks but I dont see any catalyst that could shift sentiment in its favor. I dont hold stocks simply because they appear cheap or undervalued.Low P/E ratios and valuations alone arent"
X Link 2025-08-16T09:04Z [----] followers, [----] engagements

"Increased my $BABA position by another 10% today. This new tranche was entered at $117.50 bringing my total average cost basis to $117.34. This position now represents 34% of my net worth so it is my biggest position by far. I do not plan on adding to it further through purchases. I will neither trim nor sell on the way up if it runs I'll let it ride"
X Link 2025-08-21T15:26Z [----] followers, [----] engagements

"A breakout to the upside appears highly probable within the coming weeks for $PDD. Key resistance is around $133. The current level presents an attractive opportunity to either initiate or add to a long position. This is a technically sound setup. Do not get caught up in news or people's opinions about earnings or future guidance. The market could not care less. Most of what you read on X is the consensus opinion. And the consensus opinion does not make money as it is wrong most of the time"
X Link 2025-08-25T19:44Z [----] followers, [----] engagements

"$BABA's volume story is incredibly bullish. On the key weekly chart all rallies are high-volume while pullbacks are low-volume. The consolidation since the high is on steadily declining volume. The spring is tightly coiled"
X Link 2025-08-27T18:00Z [----] followers, [----] engagements

"$BABA is about to become the AWS of China and soon the world is about to get it. Double from here and then double again"
X Link 2025-08-30T13:16Z [----] followers, 46.1K engagements

"Usually Chinese money flows out of the country. It chases after assets in $USD and $EUR so stuff like US stocks $SPY $QQQ European real estate you name it. I think this trend is about to do a full [---] and reverse. Why Because of two big things. First the West doesn't look so good anymore. The risk vs. reward in Europe and America is terrible now. Whether it's their housing markets their stock markets or even their currencies nothing looks like a great deal. The juice isn't worth the squeeze for foreign money anymore. Second China has to open up. To become the top dog China will have to start"
X Link 2026-01-25T20:43Z [----] followers, [---] engagements

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