@masayoshisson Masa’s Son

Masa’s Son posts on X about ai, $baba, china, list the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

[--] Week [------] +594%
[--] Month [------] -39%
[--] Months [---------] +504%
[--] Year [---------] +37,829,845%

Mentions: [--] #

[--] Week [--] +135%
[--] Month [--] +69%
[--] Months [---] +190%
[--] Year [---] +59,700%

Followers: [------] #

[--] Week [---] +0.18%
[--] Month [---] +0.37%
[--] Months [---] +132%
[--] Year [---] +3,779%

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

Social Influence

Social category influence stocks 57.35% technology brands 25.74% finance 19.85% cryptocurrencies 13.24% countries 11.03% exchanges 4.41% automotive brands 2.21% currencies 2.21% travel destinations 0.74% celebrities 0.74%

Social topic influence ai 15.44%, $baba 11.03%, china 10.29%, list 10.29%, baba 8.82%, $lu 8.82%, lu 8.82%, $aero 8.09%, aero 8.09%, in the 6.62%

Top accounts mentioned or mentioned by @mathlonning @luckyca66355138 @chamath @rabois @ustraderep @aerodromefi @base @czbinance @cedarstresearch @coinbase @billackman @commonsenseplay @deepvaluebagger @littlestarxyz @binance @billackmans @bgurley @longwalkcapital @onion61314 @bentonc13

Top assets mentioned Alibaba Group (BABA) Lufax Holding Ltd (LU) Aerodrome (AERO) Hims & Hers Health, Inc. (HIMS) ASE Technology Holding Co., Ltd. (ASX) ACM Research, Inc. Class A Common Stock (ACMR) American Exceptionalism Acquisition Corp. A (AEXA) Ethereum (ETH) Coinbase Global Inc. (COIN) Bloom Energy Corporation (BE) Accelerant Holdings (ARX) Oklo Inc. (OKLO) Amazon.com, Inc. (AMZN) Bitcoin (BTC) Layerzero (ZRO) Microsoft Corp. (MSFT) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) CatCoin (CAT) CoreWeave, Inc (CRWV) Uber Technologies, Inc. (UBER) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) Opendoor Technologies Inc Common Stock (OPEN) Circle Internet Group, Inc. (CRCL) Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Syndicate (SYND)

Top Social Posts

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

"$be $gev $ftai $smery $cat take it for what it's worth on behind the meter dc power solutions (from hyperscaler dc lead) fuel cells + availability: lower (38% 10% smaller than turbines) + cost per mw: mid range + efficiency: strong + load following: weak + footprint: worst (take massive space) + vendor: high risk with $be being only supplier severe lock-in + deployment: limited capacity supplemental densification only (structurally limited from being/ becoming prime any time soon) nat gas engines + cost per mw: mid range + efficiency: slightly better than fuel cells + load following: best +"
X Link 2026-01-30T21:14Z [---] followers, [---] engagements

"reflections behind the meter at scale power deployments will be a key theme for next 2-3 years (no way hyperscalers will be able/ allowed to drain grid) large bess likely will take out diesel gen sets for backup (will need to do more work obvs $tsla big here)"
X Link 2026-01-30T21:14Z [---] followers, [---] engagements

"a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he really never disappoints //1 RETAIL HYPE THROUGH ILLUSION OF SCARCITY AND QUALITY BY MARKETING AN 'INSTITUIONAL ACCESS ONLY' DEAL "I want to temper retail investors involvement with my SPACs. This deal was built for institutional investors." LOL really aka ONLY institutional investors should have the privilege of lighting money on fire this is marketing at its best - retail buying into $AEXA is the only goal here why chamath benefits from an extremely low effective float (of just 1.3% retail if his"
X Link 2025-09-30T01:45Z [---] followers, [----] engagements

"doing deep diligence on semi ap in taiwan - close to building out core position over next few weeks + market leader (incl partnership with $nvdia for frontier ap) + attractive fundamentals (I think potential for future semi bottleneck in 2026) + sub 25x fwd earnings (rerating potential once bottleneck becomes clearer) + topline estimates cy26 +10% above street + operating profit estimates cy26 +20% above street + underappreciated usd appreciation vs ntd (major tailwind for cy's gross margins) https://twitter.com/i/web/status/2009683673918984572"
X Link 2026-01-09T17:48Z [---] followers, [---] engagements

"+ $be trash (not only bc inferior/ limited today but also not clear winner as turbines lead times shrink) + $ftai really interesting (also bc supply chain for massive engine castings at $cat limited - need to do more work)"
X Link 2026-01-30T21:14Z [---] followers, [---] engagements

"$iren $crwv $nbis Jensen Huang on CNBC: "GPUs sold six years ago are increasing in price." GPU depreciation was the largest concern for $NBIS $IREN and $CRWV. But now they have: - Tailwinds from increased capex spend across hyperscalers - Increased demand across the board - GPU depreciation https://t.co/FlqzXx9HR1 Jensen Huang on CNBC: "GPUs sold six years ago are increasing in price." GPU depreciation was the largest concern for $NBIS $IREN and $CRWV. But now they have: - Tailwinds from increased capex spend across hyperscalers - Increased demand across the board - GPU depreciation"
X Link 2026-02-06T20:13Z [---] followers, [---] engagements

"citsec sell me those goddamn calls on $arx"
X Link 2026-02-06T20:43Z [---] followers, [---] engagements

"24h into my anthropic max sub - tapped out thee times on token limit this is absolutely incredible"
X Link 2026-02-11T22:39Z [---] followers, [--] engagements

"@mathlonning terminal growth rate WACC"
X Link 2026-02-12T00:43Z [---] followers, [---] engagements

"generally have a lot of respect for ackman but boy - after the failed $uber call this will too age like milk I'm glad I bought heavily into Meta before Ackman did so nobody can accuse me of following him and outsourcing my thoughts to others. Meta is the correct answer Ackman team was smart enough to realize that. It's easily one of the best risk reward stocks in the market. Meta https://t.co/xTS79e0XIt I'm glad I bought heavily into Meta before Ackman did so nobody can accuse me of following him and outsourcing my thoughts to others. Meta is the correct answer Ackman team was smart enough to"
X Link 2026-02-12T00:51Z [---] followers, [---] engagements

"@mathlonning terminal growth rate for your reverse dcf"
X Link 2026-02-12T00:52Z [---] followers, [--] engagements

"beta boys in shambles part [--] $hood can we remind ourselves that this business model is fully geared towards selling order flow to market makers skewing the odds of success against its (loyal) user base lol - no more comment Robinhood $HOOD and I both got a haircut today. https://t.co/clngQ7Ilhw Robinhood $HOOD and I both got a haircut today. https://t.co/clngQ7Ilhw"
X Link 2026-02-12T00:59Z [---] followers, [---] engagements

"@mathlonning totally agree but who will be buyers at scale for that the narrative needs to shift (ie AI progress slowing) and admittedly given current rate of progress I think that's a very bold take to expect reversal any time soon we shall see"
X Link 2026-02-12T01:16Z [---] followers, [--] engagements

"next one will be $be Hope you listened. $OKLO has cratered 66% from its ATH of $193.84 down to $66.18 today. I've steadily added to to my short position in the $130$150 zone and I am being rewarded. Still it looks overvalued for a pre-revenue nuclear play in this macro. I'll cover around the https://t.co/tA10j85Dn6 Hope you listened. $OKLO has cratered 66% from its ATH of $193.84 down to $66.18 today. I've steadily added to to my short position in the $130$150 zone and I am being rewarded. Still it looks overvalued for a pre-revenue nuclear play in this macro. I'll cover around the"
X Link 2026-02-12T01:19Z [---] followers, [---] engagements

"anthropic will be the next $nvda (that is if china doesn't find a way to penetrate the western world with free open source models) Anthropics revenue ramp: 2021: Founded 2022: $10 million 2023: $100 million 2024: $1 Billion 2025: $9 Billion 2026: $30 Billion (est) https://t.co/7yuz2FL1Au Anthropics revenue ramp: 2021: Founded 2022: $10 million 2023: $100 million 2024: $1 Billion 2025: $9 Billion 2026: $30 Billion (est) https://t.co/7yuz2FL1Au"
X Link 2026-02-12T01:21Z [---] followers, [---] engagements

""cut citadel out of the system" lol - what the company is a zero if it did that Investing in $HOOD isnt ethical. Someone had to say it. They dont care about their users. They dont care about educating them. They want to drain them for as much money as possible. The CEO rug-pulled retail for billions during $GME. Fire the CEO cut Citadel out of the Investing in $HOOD isnt ethical. Someone had to say it. They dont care about their users. They dont care about educating them. They want to drain them for as much money as possible. The CEO rug-pulled retail for billions during $GME. Fire the CEO"
X Link 2026-02-12T01:24Z [---] followers, [---] engagements

"only a qq of time until @rabois drops the company a second time scammers be scamming watch out out there lol Had some fun last night ran my property through $OPEN to see what it would spit back in terms of a value its only off by about 50% lol I mean talk about not even being remotely close to in the ballpark I was in pretty detailed making sure it had everything. Who actually Had some fun last night ran my property through $OPEN to see what it would spit back in terms of a value its only off by about 50% lol I mean talk about not even being remotely close to in the ballpark I was in pretty"
X Link 2026-02-12T06:58Z [---] followers, 13.1K engagements

"@rabois continuing to troll me lol can we open a kalshi/ polymarket for this @masayoshisson lol. company is an the right trajectory. @masayoshisson lol. company is an the right trajectory"
X Link 2026-02-12T17:57Z [---] followers, [--] engagements

"@CedarStResearch @longwalkcapital idk man - try claude excel with opus [---] its 90% there"
X Link 2026-02-12T18:30Z [---] followers, [--] engagements

"beta boys in shambles - part [--] It currently feels like the COVID crash or the Liberation Day crash yet indexes are at all-time highs. Ive never experienced anything like this in my ten years as an investor. https://t.co/Ke1fYrrIXG It currently feels like the COVID crash or the Liberation Day crash yet indexes are at all-time highs. Ive never experienced anything like this in my ten years as an investor. https://t.co/Ke1fYrrIXG"
X Link 2026-02-12T19:43Z [---] followers, [--] engagements

"lol @rabois continuing to troll me (and everyone) lets open a polymarket/ kalshi on this @masayoshisson lol. company is an the right trajectory. @masayoshisson lol. company is an the right trajectory"
X Link 2026-02-12T19:51Z [---] followers, [---] engagements

"$app I actually do think theres merit to doing more research - but not for any reason that has to do with the software related selloff"
X Link 2026-02-13T05:58Z [---] followers, [---] engagements

"@commonsenseplay and what happens when fed has to slow +6% gdp growth rates"
X Link 2026-02-13T06:00Z [---] followers, [--] engagements

"what happened to @deepvaluebagger btw lol he blocked me after calling out his nonsense on $crcl hope hes ok Absolutely legendary fade on $HIMS 🤣LMFAO I think $HIMS today is $AMZN in [----] This was epic 🤣🔪 https://t.co/qQjCXev6qN Absolutely legendary fade on $HIMS 🤣LMFAO I think $HIMS today is $AMZN in [----] This was epic 🤣🔪 https://t.co/qQjCXev6qN"
X Link 2026-02-13T06:07Z [---] followers, [---] engagements

"$baba wrote about this extensively back last year this is the name and shame list - no repercussions for etfs/ investors as I said: as long as nvidia sells chips to $baba I expect no further escalation still comfortable with massively smaller position bc of macro headwinds $BABA - U.S. EXPECTED TO ADD COMPANIES INCLUDING ALIBABA TO PENTAGON LIST OF FIRMS ALLEGEDLY AIDING CHINESE MILITARY AS SOON AS FRIDAY SOURCES SAY $BABA - U.S. EXPECTED TO ADD COMPANIES INCLUDING ALIBABA TO PENTAGON LIST OF FIRMS ALLEGEDLY AIDING CHINESE MILITARY AS SOON AS FRIDAY SOURCES SAY"
X Link 2026-02-13T17:33Z [---] followers, [---] engagements

"tick tock that memory unwind will be one for the books v tempted to short $mu and $sndk over next few weeks there is zero reason why you'd believe that a commodity should carry a premium price tag vs China CXMT and YMTC removed from the Pentagons restricted companies list opening the door for Chinese DRAM and NAND adoption in consumer products. 🔗 https://t.co/B4S41QAJII https://t.co/xBMvYtUAAP CXMT and YMTC removed from the Pentagons restricted companies list opening the door for Chinese DRAM and NAND adoption in consumer products. 🔗 https://t.co/B4S41QAJII https://t.co/xBMvYtUAAP"
X Link 2026-02-13T18:42Z [---] followers, [---] engagements

"shortlist of best ideas for next [--] months - still 75% cash - max long crypto - I dont think anyone sees agentic AI as the next narrative for crypto RWAs: $btc $eth $zro $cept - selective AI supply chain/ atom trade - room to run but probably need to cool down from current levels: $asx $psix $acrm - china tech: $baba will be the undisputed enterprise AI leader (no way around it) also would buy cxmt and ymtc on ipos - china consumer/ smb finance - due for massive mean reversion trade $lu $qfin $finv - security - again agentic AI: dont have great ideas (at good value) yet - $pawn - select AI"
X Link 2026-02-13T19:24Z [---] followers, [--] engagements

"$qfin -13% those provisions seem outrageous lol not sure what exactly they are preparing for either their credit stats are much worse (and now they're forced to eat their own cake) or we'll see massive consumer credit deterioration over the next year"
X Link 2025-11-18T23:06Z [---] followers, [---] engagements

"$arx getting incredibly interesting here underappreciated tech/ ai play within insurance 6x fwd ebitda [---] bn insider holdings (with buys in nov) qq is how many more shares will altamont dump lol"
X Link 2026-02-03T16:43Z [---] followers, [---] engagements

"@onion61314 @CedarStResearch @bentonc13 altamont has its back to the wall. it's a dying firm. $arx is one of their few winners - my guess is that they protect what they can changes nothing about the fundamentals of the business"
X Link 2026-02-03T17:57Z [---] followers, [---] engagements

"$acmr - price discount vs. acm shanghai room to run (2x from here just to achieve fv) don't think we'll see this immediately but def buy sub $50 in case of any weakness fundamentals checked out well - unfort too late to massively size this up tiny long since sub $40"
X Link 2026-02-12T05:14Z [---] followers, [---] engagements

"pretty much me right now thing is - could have been up a lot by just pulling the trigger on $asx $psix and $acmr valuable lessons in hindsight - but always stick to your process Investors with cash rn: https://t.co/XfBH3Pau1Y Investors with cash rn: https://t.co/XfBH3Pau1Y"
X Link 2026-02-13T06:05Z [---] followers, [---] engagements

"similar situation as with $acmr - missed the buy. didnt buy the calls when stock was at $15 bc I did think wed see some weakness (despite my expectation it was up only season literally almost zero down days since I started looking at it in dec) base case is now priced in so this is pure multiple arbitrage hence Im not a buyer now sure this could to to 30x fwd but not my style really. also think the long atom trade is up for reversal I dont see any major downside catalysts but market wide weakness may cause some reversion to the mean below $20 Id buy - watchlist until then"
X Link 2026-02-13T19:12Z [---] followers, [--] engagements

"shortlist of best ideas for next [--] months - still 75% cash - max long crypto - I dont think anyone sees agentic AI as the next narrative for crypto RWAs: $btc $eth $zro $cept - selective AI supply chain/ atom trade - room to run but probably need to cool down from current levels: $asx $psix $acmr - china tech: $baba will be the undisputed enterprise AI leader (no way around it) also would buy cxmt and ymtc on ipos - china consumer/ smb finance - due for massive mean reversion trade $lu $qfin $finv - security - again agentic AI: dont have great ideas (at good value) yet - $pawn - select AI"
X Link 2026-02-13T19:28Z [---] followers, [---] engagements

"I can confirm this is happening but $msft is just so fucking far behind - think well see $300 before any sustained recovery REPORT: Microsoft is gearing up to ditch OpenAI and ChatGPT and build its own frontier models. In a new interview with FT Microsoft AI chief Mustafa Suleyman confirmed the move stating: "We have to develop our own foundation models which are at the absolute frontier with https://t.co/FdNysISSA1 REPORT: Microsoft is gearing up to ditch OpenAI and ChatGPT and build its own frontier models. In a new interview with FT Microsoft AI chief Mustafa Suleyman confirmed the move"
X Link 2026-02-13T19:32Z [---] followers, [---] engagements

"*** scrambling to find graham's intelligent investor in the trash can *** $HIMS stock is down to IPO levels while revenue is up 14X since. https://t.co/YghcA4t8zc $HIMS stock is down to IPO levels while revenue is up 14X since. https://t.co/YghcA4t8zc"
X Link 2026-02-13T20:11Z [---] followers, [---] engagements

"I mean hes not wrong biggest threat to AI trade I see is dems turning against big tech and shit like this - and framing as helping average American kind of like the crypto crackdown inevitable Citadel's Ken Griffin has said that the Trump White House has "enriched its family members" per FT Citadel's Ken Griffin has said that the Trump White House has "enriched its family members" per FT"
X Link 2026-02-13T22:04Z [---] followers, [---] engagements

"@littlestarxyz yes pretty much true although I also know meta is working on something which is pretty advanced"
X Link 2026-02-15T05:20Z [---] followers, [--] engagements

"$baba key level to watch is the 3-year high of $148.50 I'll leave this here so you can draw your own conclusions"
X Link 2025-09-02T22:02Z [---] followers, [----] engagements

"@OndoFinance @ethereum why not on @coinbase and @AerodromeFi"
X Link 2025-09-03T14:35Z [---] followers, [----] engagements

"$baba you dont understand how bullish you should be on $baba the market is serving you a nationally insulated AI growth story on a silver platter Ill leave this here so you can draw your own conclusions Ant Digital Arm Puts $8 Billion Energy Assets on Its Blockchain Ant Groups enterprise arm Ant Digital Technologies is linking more than [--] billion yuan ($8.4 billion) of energy infrastructure and other power assets to its blockchain AntChain by tracking data from about [--] https://t.co/vqY249IkTT Ant Digital Arm Puts $8 Billion Energy Assets on Its Blockchain Ant Groups enterprise arm Ant"
X Link 2025-09-09T01:27Z [---] followers, [---] engagements

"meanwhile in $vwg (and basically every other european auto oem) hq but but china was only good at copying and not innovating cant wait for the moment when we actually realize tariffs were great initially but then insulated us from accessing far superior tech XPENG HUITIAN LAND CARRIER FLYING CAR SCHEDULED FOR DELIVERY IN SECOND HALF OF [----] #CHINA #EV #NEV #XPENG $XPEV https://t.co/XplusBSN6C https://t.co/3Q8ukFs79u XPENG HUITIAN LAND CARRIER FLYING CAR SCHEDULED FOR DELIVERY IN SECOND HALF OF [----] #CHINA #EV #NEV #XPENG $XPEV https://t.co/XplusBSN6C https://t.co/3Q8ukFs79u"
X Link 2025-09-09T01:33Z [---] followers, [---] engagements

"$baba 👀 how mgmt competence has shifted within a year is astounding imo seem to be pulling all the right levers (domestic consumption AI robotics potentially stablecoins) seriously impressed ALIBABA IS SAID TO UNVEIL MAJOR BUSINESS AT HANGZHOU EVENT ON 26TH ANNIVERSARY REPORTEDLY LINKED TO CHINA LEADING DIGITAL MAP PROVIDER AMAP #ALIBABA $BABA https://t.co/dgBFo37Zw2 https://t.co/brxq4OKDaU ALIBABA IS SAID TO UNVEIL MAJOR BUSINESS AT HANGZHOU EVENT ON 26TH ANNIVERSARY REPORTEDLY LINKED TO CHINA LEADING DIGITAL MAP PROVIDER AMAP #ALIBABA $BABA https://t.co/dgBFo37Zw2 https://t.co/brxq4OKDaU"
X Link 2025-09-09T03:25Z [---] followers, [---] engagements

"$baba we just broke the [----] eoy lvls the floodgates have opened $baba key level to watch is the 3-year high of $148.50 I'll leave this here so you can draw your own conclusions https://t.co/iLtLFDOdIl $baba key level to watch is the 3-year high of $148.50 I'll leave this here so you can draw your own conclusions https://t.co/iLtLFDOdIl"
X Link 2025-09-10T01:44Z [---] followers, [----] engagements

"$aero one of the objectively best rr plays in digital asset space is $aero - trading at $1.20 (-50% off aths in 2024) - supply side flows through tight @coinbase integration - max utility token design - native token proxy for @base (dominant l2) and $eth ecosystem - 2x val upside on multiple rerating vs comps alone - several fundamental upside catalysts: full coinbase integration launchpad liquidity provision for rwas"
X Link 2025-09-10T14:48Z [---] followers, [----] engagements

"the tragic event of today shows us once more: media bias is killing trust we must find a new way to consume news I envision a future with a global news source solving for objectivity in real-time and I believe @X must be part of it want to help make this reality @elonmusk"
X Link 2025-09-11T01:09Z [---] followers, [----] engagements

"@APompliano the rationale is flawed its a way more asymmetric bet than spotify (and I assume he retains his spotify equity so in any case hell do just fine) so any rational person in his position would take the bet wouldnt you"
X Link 2025-09-11T19:54Z [---] followers, [----] engagements

"$aero excellent read as always @jpn_memelord understand how $aero is revolutionizing token launches to be fair and sustainable thank you @wagmiAlexander and the whole team at @AerodromeFi The new Community Launch model is debuting now on @AerodromeFi featuring the launch of @syndicateio's token $SYND. This radical new model removes an extractive layer in token launches: CEX listings and the MM deals that are bundled with them. Thread and new dashboard to track https://t.co/aiCdmSn2ng The new Community Launch model is debuting now on @AerodromeFi featuring the launch of @syndicateio's token"
X Link 2025-09-12T02:50Z [---] followers, [----] engagements

"$fnma $fmcc I salute @BillAckman legendary trade not convinced of pershings conviction in $uber but thats another story"
X Link 2025-09-12T03:13Z [---] followers, [----] engagements

"$baba you think its a coincidence that ma is back and that $baba has started its own ai chip production still peak contrarian as like I said we have a chinese $nvda in the making and one of the most outstanding entrepreneurs in the 21st century is back at the helm"
X Link 2025-09-17T10:05Z [---] followers, [---] engagements

"$lu might turn into my favorite deep value play only for the peak contrarians among you"
X Link 2025-09-17T17:22Z [---] followers, [---] engagements

"$aero the market will soon realize that there's an alternative to max extraction token launches well done @AerodromeFi and @syndicateio for leading the way Syndicate launched $SYND 1h ago on Aerodrome. And it is already available to trade on @coinbase. The power of Aerodrome + Coinbase Retail DEX. https://t.co/wVW8kQDtuY Syndicate launched $SYND 1h ago on Aerodrome. And it is already available to trade on @coinbase. The power of Aerodrome + Coinbase Retail DEX. https://t.co/wVW8kQDtuY"
X Link 2025-09-18T10:52Z [---] followers, [----] engagements

"$lu peak contrarian value play in chinese smb/ consumer finance market - market leader for smb (and increasingly) consumer finance loans with heavy focus on offline loan sourcing - macro tailwinds as ccp demands banks to stimulate economy through loans (to be counterbalanced by ongoing economic stress and still very cautious industrial stance wrt to investment) - operations show signs of growth reversal as cap on related party transactions with ping an (66% shareholder) was expanded in june [----] - deeply integrated with 85+ mainland credit providers - transformation to fully take loan risk on"
X Link 2025-09-19T14:21Z [---] followers, [----] engagements

"$lu the stock is moving highly unusual options activity further supporting leg up (thanks @luckyca66355138) - I think it may be the hk trading resumption high risk high reward - tread carefully"
X Link 2025-09-22T14:07Z [---] followers, [---] engagements

"@luckyca66355138 $lu my chinese deep value play up steadily over past [--] weeks name with history of heavy insider trading I anticipate either a hk trading resumption and/ or another special dividend"
X Link 2025-09-26T17:44Z [---] followers, [---] engagements

"$lu is the og play (but currently suspended bc of auditor change) - expect profit reversal once the reporting resumes probably deepest value play out there and still trading in us $qfin has higher margins bc theyre less aggressive building provisions for losses (account for much of the margin delta to $finv) - that actually makes $finv more attractive and relative rr imo + 50% insider shares + growing loan book (while the others struggle with growth in recent qqs) dont think $lx has any moat given full reliance on ecommerce (thats why I actually like $lu most - they have deep integration with"
X Link 2025-09-28T06:39Z [---] followers, [---] engagements

"@AchillesDes @jdmsparky thats exactly why I like $lu (I know its contrarian) theres no real competitive differentiation among the others as they all compete for the same customer with the same offering if you believe credit sales will not be fully automated for 2-3 years exceptional rr"
X Link 2025-09-28T13:42Z [---] followers, [---] engagements

"agree with you on $finv - and think topline growth should be higher than 10% given international is really picking up steam all of these names heavily cyclical tho so chinese continued macro struggle may put all of these under heavy pressure no clear signs of reversal yet will upsize once catalysts become clearer https://twitter.com/i/web/status/1972361444982145500 https://twitter.com/i/web/status/1972361444982145500"
X Link 2025-09-28T18:03Z [---] followers, [---] engagements

"@DividendStreams oh god as someone who worked at mckinsey before dont trust the mckinsey forecasts"
X Link 2025-09-29T00:53Z [---] followers, [---] engagements

"@luckyca66355138 $lu liftoff"
X Link 2025-09-29T13:57Z [---] followers, [---] engagements

"@luckyca66355138 thx for sharing my view is these trade-in programs don't move the needle what does move the needle is the guidance for banks to push consumer loans - and nobody is pricing that in in fact every day we see the sector getting sold off more ($qfin $finv $lx) exceptional rr"
X Link 2025-09-29T14:32Z [---] followers, [---] engagements

"@luckyca66355138 $lu wrote about this in february - deep value thesis for the win still -91% off aths and momentum really coming in now (+35% in one month now) continuing exceptional risk-reward"
X Link 2025-09-29T17:51Z [---] followers, [---] engagements

"$aero taking flight Coinbase DEX integration is now available to 100% of eligible US users. And soon.everywhere else. The world is coming onchain to @base. And we're here for it. ✈ https://t.co/CNcwZKZuaB Coinbase DEX integration is now available to 100% of eligible US users. And soon.everywhere else. The world is coming onchain to @base. And we're here for it. ✈ https://t.co/CNcwZKZuaB"
X Link 2025-09-29T21:50Z [---] followers, [---] engagements

"@chamath I call bs Im writing a post on it - its absolute insanity"
X Link 2025-09-29T23:56Z [---] followers, [----] engagements

"$AEXA few understand this but retail participation is an integral part of this play a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he really never disappoints //1 RETAIL HYPE THROUGH ILLUSION OF SCARCITY AND QUALITY BY MARKETING AN 'INSTITUIONAL ACCESS ONLY' DEAL "I want to temper retail investors involvement with my a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he really never disappoints //1 RETAIL HYPE THROUGH ILLUSION OF SCARCITY AND QUALITY BY MARKETING AN 'INSTITUIONAL ACCESS ONLY' DEAL "I want to"
X Link 2025-09-30T18:09Z [---] followers, [---] engagements

"@luckyca66355138 $lu [--] week highs just broke wrote about this back in february built exposure $2.35-$2.50 fair value with super conservative assumptions and loan balance well below what I expect to see once mgmt reports $6.40 (does not factor in profitability in FY25)"
X Link 2025-10-01T16:36Z [---] followers, [---] engagements

"$lu I'll leave this chart here so you can draw your own conclusions heavy capitulation in trend reversal +43% in last month -92% off aths"
X Link 2025-10-01T16:47Z [---] followers, [---] engagements

"pick your favorite grifter selling you the 'quality co' you knew you didn't need 1- @chamath: $aexa 2- @rabois: $open 3- @jakedewitte: $oklo"
X Link 2025-10-02T03:19Z [---] followers, [---] engagements

"@blondesnmoney $lu still deep deep value play jumped 35% in one month and has highly unusual options flow for this month given heavy insider trading before would imagine either hk trading resumption or another 50% mc dividend (as last year) both favorable - let's see what happens"
X Link 2025-10-02T21:09Z [---] followers, [----] engagements

"$lu if you can't stomach the vol this game is not for you no news that would require thesis reevaluation still expect hk trading resumption (would set up god tier run) and/ or special dividend like in fy24"
X Link 2025-10-03T14:38Z [---] followers, [---] engagements

"$aero with zero doubt the most underrated top100 crypto The headline re-written with the 2nd order effects: Samsung Adds @base Onchain Crypto Trading Access via @AerodromeFi for 75M Galaxy Device Users https://t.co/bnhy1KE0m7 The headline re-written with the 2nd order effects: Samsung Adds @base Onchain Crypto Trading Access via @AerodromeFi for 75M Galaxy Device Users https://t.co/bnhy1KE0m7"
X Link 2025-10-03T23:31Z [---] followers, [----] engagements

"@muddywatersre @chamath for everyone who wants to learn more about what this genius is conjuring with $aexa https://x.com/masayoshisson/status/1972840216680415320s=46 a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he really never disappoints //1 RETAIL HYPE THROUGH ILLUSION OF SCARCITY AND QUALITY BY MARKETING AN 'INSTITUIONAL ACCESS ONLY' DEAL "I want to temper retail investors involvement with my https://x.com/masayoshisson/status/1972840216680415320s=46 a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he"
X Link 2025-10-06T04:15Z [---] followers, [---] engagements

"@SixSigmaCapital I like the value play but I wouldnt take a position bc theyll be the first to exit the quick delivery business imo its the least naturally positioned between them $baba and $meituan we shall see"
X Link 2025-10-08T00:28Z [---] followers, [---] engagements

"@USTradeRep @POTUS who is this clown"
X Link 2025-10-12T02:41Z [---] followers, [---] engagements

"@Hurtaco1096 @stocktalkweekly well we are"
X Link 2025-10-12T03:15Z [---] followers, [---] engagements

"@USTradeRep I mean who even believes this clown anymore US went aggressive by limiting chips post Geneva and expanding the entity lists (idiots like him even celebrated such moves) when will this dillusion and unnecessary stress stop"
X Link 2025-10-15T15:43Z [---] followers, [----] engagements

"@x_facts_matter @USTradeRep correct take theres still a way out of this but trumps advisory team needs to be revamped idiots like @jamiesongreer are value destructive in both the short and the long term"
X Link 2025-10-15T16:46Z [---] followers, [----] engagements

"@Cheng68529 @USTradeRep its not about that - its about the US claiming they havent violated the Geneva agreement while they have US is the aggressor - not China from chinas pov: why would we let the US control our chip supply/ economy same words @SecScottBessent uses thats what they responded to"
X Link 2025-10-15T16:50Z [---] followers, [---] engagements

"@groksuperman @USTradeRep it does matter thats the zero sum mindset that destroys the US you cannot win without engaging in rational diplomacy"
X Link 2025-10-15T16:51Z [---] followers, [---] engagements

"@DavidSacks source"
X Link 2025-10-17T17:52Z [---] followers, [---] engagements

"@cz_binance how about you list $aero"
X Link 2025-10-20T12:42Z [---] followers, [---] engagements

"@cz_binance how about you list $aero"
X Link 2025-10-20T15:51Z [---] followers, [----] engagements

"@cz_binance ok but when will you list $aero"
X Link 2025-10-21T16:36Z [---] followers, [---] engagements

"@cz_binance @cz_binance when will @binance list $aero"
X Link 2025-10-22T17:00Z [---] followers, [---] engagements

"$aero rerating upcoming J.P. Morgan valued @base eco at $34bn this week and the market is valuing $aero $1bn market serving you one of the best plays on a silver platter"
X Link 2025-10-25T18:46Z [---] followers, [----] engagements

"@binance you guys listing $aero"
X Link 2025-10-27T02:44Z [---] followers, [---] engagements

"@RHouseResearch @shaunmmaguire @MartinShkreli this is whats wrong with capitalism"
X Link 2025-10-30T02:02Z [---] followers, [----] engagements

"@CryptoVikings07 because speculative funds flowed into the stock market why is there a quantum bubble for instance because retail chasing the quick buck - that used to be crypto now its the stock market ppl starting to get burned and all will be well"
X Link 2025-10-30T20:55Z [---] followers, [----] engagements

"@TedPillows good maybe buy t bills if you cant stomach the vol lol"
X Link 2025-10-30T20:57Z [---] followers, [---] engagements

"@Ross__Hendricks youre also retarded cant even read financial statements lol"
X Link 2025-10-30T23:13Z [---] followers, [----] engagements

"@Jkylebass buddy they're 5x our population watch your mouth"
X Link 2025-10-31T02:07Z [---] followers, [---] engagements

"@commonsenseplay @StockSavvyShay I think our boi might be getting sued"
X Link 2025-11-13T03:08Z [---] followers, [----] engagements

"$baba to open source or to not open source $baba now also going after consumer not only enterprise $385bn market cap vs. OAI at $500bn (and yes $baba generates FCF whereas OAI - checks notes - is likely gross margin negative) china domestic market 1.4bn people make it make sense Alibaba $BABA is planning a full revamp of its main mobile AI app Bloomberg reports. The company will update its existing Tongyi apps and rebrand them as Qwen then start adding agent style tools that can help users shop across Taobao and other services. The longer term goal https://t.co/LepMxAg3zC Alibaba $BABA is"
X Link 2025-11-13T15:25Z [---] followers, [----] engagements

"@gdb wen rebranding to ClosedAI"
X Link 2025-11-19T18:43Z [---] followers, [---] engagements

"what are these $meituan q325 results stock should really trade HKD70 next one to get nuked: $jd + look at the unit economics below - red is $baba 😂 e-commerce consumer AI (qwen) will take this further up and to the right incredible - buy $baba The MAU / Retention / Usage of $BABA $PDD $JD Meituan in the past [--] months. Check out the impact of the food delivery / quick commerce war. - The first graph is using Google Translate for convenience purposes. The second is the original Chinese graph. https://t.co/Xg33n011Vw The MAU / Retention / Usage of $BABA $PDD $JD Meituan in the past [--] months."
X Link 2025-11-28T15:54Z [---] followers, [---] engagements

"fantastic 1) give the unemployed gen z more brainrot 2) mgx is not an US investor TikTok's CEO told employees that its parent company ByteDance signed binding agreements to create a US joint venture majority-owned by American investors including Oracle $ORCL Silver Lake ad MGX - Bloomberg $ORCL stock is up 4% in after hours 🟢🟢🟢🟢 https://t.co/B5eDE3wHGk TikTok's CEO told employees that its parent company ByteDance signed binding agreements to create a US joint venture majority-owned by American investors including Oracle $ORCL Silver Lake ad MGX - Bloomberg $ORCL stock is up 4% in after"
X Link 2025-12-18T23:43Z [---] followers, [---] engagements

"$skhynix [----] potential adr vs. kospi arbitrage trade setup gdr vs. kospi listing [--] ppt lower ytd performance given fx and lower vol not fantastic but only proxy for us based investors"
X Link 2025-12-20T05:39Z [---] followers, [---] engagements

"$meta can anyone explain what the market caused the change of mindset from last quarter to this genuinely curious I gotta really respect Zuck willing to spend over 50% of revenue next year when they still havent delivered a single compelling AI product Hell ya I gotta really respect Zuck willing to spend over 50% of revenue next year when they still havent delivered a single compelling AI product Hell ya"
X Link 2026-01-30T03:08Z [---] followers, [---] engagements

"$cvna so when will this shitco get dropped from sp500 lol"
X Link 2026-01-30T03:12Z [---] followers, [---] engagements

"$aaoi whoever is trading this is mentally ill"
X Link 2026-01-30T17:05Z [---] followers, [--] engagements

"this either means in the next 3-5 years a) ai capex buildout in the west will be orders of magnitude more expensive than in china (diffusion and productivity gains will also lag) b) this non sense regulatory capture in a commodity industry comes to an end hands will be forced China's CXMT and YMTC to massively expand memory output amid global crunch - According to reporting by Nikkei Asia Chinas two major memory manufacturers view the global supply shortage as an opportunity for emerging players to catch up and are embarking on record-level China's CXMT and YMTC to massively expand memory"
X Link 2026-02-03T19:36Z [---] followers, [---] engagements

"@TMTLongShort ah yea $crwv fully nuked probs wiped out all $intc gains lol"
X Link 2026-02-03T19:55Z [---] followers, [---] engagements

"short openai long $baba and anthropic Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious 😅 Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds https://t.co/PXoaZtmCWA Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious 😅 Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds https://t.co/PXoaZtmCWA"
X Link 2026-02-04T17:36Z [---] followers, [---] engagements

"$ibit iv for leaps 60% cant be right can it"
X Link 2026-02-06T17:21Z [---] followers, [--] engagements

"$oklo will miss the window unfortunately Nuclear Reactors being built: China - [--] India - [--] Russia - [--] UK - [--] Iran - [--] United States - [--] https://t.co/x11R8B9Ggg Nuclear Reactors being built: China - [--] India - [--] Russia - [--] UK - [--] Iran - [--] United States - [--] https://t.co/x11R8B9Ggg"
X Link 2026-02-06T19:16Z [---] followers, [---] engagements

"$pltr is next Wait. $HIMS CEO was massivley selling the stock at ATH but now when its down 70% and "everything is improving" he didnt buy a single share hmmmmm 🤔🤔 https://t.co/HJGBfDcp1O Wait. $HIMS CEO was massivley selling the stock at ATH but now when its down 70% and "everything is improving" he didnt buy a single share hmmmmm 🤔🤔 https://t.co/HJGBfDcp1O"
X Link 2026-02-15T19:14Z [---] followers, [---] engagements

"Wait. $HIMS CEO was massivley selling the stock at ATH but now when its down 70% and "everything is improving" he didnt buy a single share hmmmmm 🤔🤔"
X Link 2026-02-15T08:28Z 15.4K followers, 109.7K engagements

"no way around nationalization (at least in part) in the long term Pentagon threatens to cut off Anthropic over AI safeguards dispute - Axios Pentagon threatens to cut off Anthropic over AI safeguards dispute - Axios"
X Link 2026-02-15T03:20Z [---] followers, [--] engagements

"Pentagon threatens to cut off Anthropic over AI safeguards dispute - Axios"
X Link 2026-02-15T03:08Z 640.4K followers, 25.5K engagements

"tick tock pretty sure of the memory short Fuck what the hell does this mean YMTC and CXMT being removed from the sanctions list Fuck what the hell does this mean YMTC and CXMT being removed from the sanctions list"
X Link 2026-02-14T03:35Z [---] followers, [---] engagements

"Fuck what the hell does this mean YMTC and CXMT being removed from the sanctions list"
X Link 2026-02-13T23:04Z 70.4K followers, 46.1K engagements

"Citadel's Ken Griffin has said that the Trump White House has "enriched its family members" per FT"
X Link 2026-02-13T20:17Z 3.2M followers, 279K engagements

"With CATL Hesai and Tencent that were already in the list I think It's a good list actually. Should be an ETF. With CATL Hesai and Tencent that were already in the list I think It's a good list actually. Should be an ETF"
X Link 2026-02-13T20:50Z [---] followers, [---] engagements

"With CATL Hesai and Tencent that were already in the list I think It's a good list actually. Should be an ETF. 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"
X Link 2026-02-13T14:57Z [----] followers, [----] engagements

"$HIMS stock is down to IPO levels while revenue is up 14X since"
X Link 2026-02-13T12:46Z 117K followers, 111.2K engagements

"REPORT: Microsoft is gearing up to ditch OpenAI and ChatGPT and build its own frontier models. In a new interview with FT Microsoft AI chief Mustafa Suleyman confirmed the move stating: "We have to develop our own foundation models which are at the absolute frontier with gigawatt-scale compute and some of the very best AI training teams in the world." Read more below https://twitter.com/i/web/status/2022164867130548510 https://twitter.com/i/web/status/2022164867130548510"
X Link 2026-02-13T04:24Z 438.6K followers, 851.9K engagements

"shortlist of best ideas for next [--] months - still 75% cash - max long crypto - I dont think anyone sees agentic AI as the next narrative for crypto RWAs: $btc $eth $zro $cept - selective AI supply chain/ atom trade - room to run but probably need to cool down from current levels: $asx $psix $acmr - china tech: $baba will be the undisputed enterprise AI leader (no way around it) also would buy cxmt and ymtc on ipos - china consumer/ smb finance - due for massive mean reversion trade $lu $qfin $finv - security - again agentic AI: dont have great ideas (at good value) yet - $pawn - select AI"
X Link 2026-02-13T19:28Z [---] followers, [---] engagements

"debt has entered the arena OpenAI will bring everything down (probably when it IPOs or shortly after) thats my base case NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS"
X Link 2026-02-13T19:14Z [---] followers, [---] engagements

"NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS"
X Link 2026-02-12T22:13Z 436.8K followers, 244.6K engagements

"I happen to believe the same there will still be demand for frontier intelligence - but that will not be OpenAI effectively consumer AI will be quick race to the bottom I think most likely AI winner is Anthropic Here is why the AI bubble will implode. China is using a totally different approach to AI: - open source mass scale cheap The West approach to AI - close source private profit driven China will mass produce AI and export it everywhere like their products. This will be https://t.co/KhTl5ArKzy Here is why the AI bubble will implode. China is using a totally different approach to AI: -"
X Link 2026-02-13T18:50Z [---] followers, [---] engagements

"Here is why the AI bubble will implode. China is using a totally different approach to AI: - open source mass scale cheap The West approach to AI - close source private profit driven China will mass produce AI and export it everywhere like their products. This will be a race to the bottom where the West can't compete. With that the inflated AI valuations in the West and their stock market will crash. Current Chinese AI is on par with the best in the West but 8x cheaper and open source. Sounds a bit like using stablecoins vs USD transfers via SWIFT. It's a no brainer."
X Link 2026-02-13T08:20Z 71.7K followers, 145K engagements

"$amkr very true good spread trade long $asx and short $amkr I get that the 10M shares Amkor $AMKR secondary offering is non-dilutive since it's the Kim family selling. I also get we badly need full domestic packaging capabilities. Still there are good reasons I didn't buy this stock a year ago. Just because it's an essential business https://t.co/m24m7Cup2M I get that the 10M shares Amkor $AMKR secondary offering is non-dilutive since it's the Kim family selling. I also get we badly need full domestic packaging capabilities. Still there are good reasons I didn't buy this stock a year ago."
X Link 2026-02-13T18:44Z [---] followers, [---] engagements

"I get that the 10M shares Amkor $AMKR secondary offering is non-dilutive since it's the Kim family selling. I also get we badly need full domestic packaging capabilities. Still there are good reasons I didn't buy this stock a year ago. Just because it's an essential business doesn't mean it's a good business for buy and hold. Stats via @gurufocus @GurufocusC . Low margins and cyclicity make this one a lot riskier to buy at the top. https://twitter.com/i/web/status/2022343398880117233 https://twitter.com/i/web/status/2022343398880117233"
X Link 2026-02-13T16:13Z 15.9K followers, [----] engagements

"CXMT and YMTC removed from the Pentagons restricted companies list opening the door for Chinese DRAM and NAND adoption in consumer products. 🔗 https://wccf.tech/1jp37 https://wccf.tech/1jp37"
X Link 2026-02-13T15:08Z 62.9K followers, 232.9K engagements

"$BABA - U.S. EXPECTED TO ADD COMPANIES INCLUDING ALIBABA TO PENTAGON LIST OF FIRMS ALLEGEDLY AIDING CHINESE MILITARY AS SOON AS FRIDAY SOURCES SAY"
X Link 2026-02-13T12:58Z 1.2M followers, 99.3K engagements

"where tf is cxmt and ymtc on here Pick your figther in NAND. This chart will be very interesting over the course of the year. https://t.co/JcyZGPQwsG Pick your figther in NAND. This chart will be very interesting over the course of the year. https://t.co/JcyZGPQwsG"
X Link 2026-02-13T06:08Z [---] followers, [---] engagements

"Pick your figther in NAND. This chart will be very interesting over the course of the year"
X Link 2026-02-12T16:32Z 36.1K followers, 15.1K engagements

"Absolutely legendary fade on $HIMS 🤣LMFAO I think $HIMS today is $AMZN in [----] This was epic 🤣🔪 I think $HIMS today is $AMZN in [----] I think $HIMS today is $AMZN in 2002"
X Link 2026-02-13T03:10Z [----] followers, [----] engagements

"Investors with cash rn:"
X Link 2026-02-12T18:15Z 26.6K followers, 86.8K engagements

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