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@masayoshisson Masa’s SonMasa’s Son posts on X about $baba, baba, ai, food the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% countries XXXX%
Social topic influence $baba #30, baba 23.53%, ai 17.65%, food 11.76%, business 11.76%, $qifu 5.88%, finance 5.88%, $finv 5.88%, $lx 5.88%, $lu XXXX%
Top accounts mentioned or mentioned by @valleyfallsri @haydnbcole @chamath @billackmans @billackman @bgurley @marketplunger1 @yuanbaoofficial @sigmazerocap @analyticsindiam
Top assets mentioned Alibaba Group (BABA) American Exceptionalism Acquisition Corp. A (AEXA) YieldBasis (YB) SATS (Ordinals) (SATS) CoreWeave, Inc. (CRWV)
Top posts by engagements in the last XX hours
"$QIFU - 1/3 earnings beat within Chinese consumer/ SMB finance sector Up XX% on Q424 earnings. Loan balance growth turning positive. Momentum confirmed for Jan XX. $FINV next then $LX following later this week $LU outstanding too"
X Link 2025-03-17T23:24Z XXX followers, XXX 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 $AEXA is the only goal here why chamath benefits from an extremely low effective float (of just XXX% retail if his"
X Link 2025-09-30T01:45Z XXX followers, 4172 engagements
"$baba there you have it bessent and the white house were blindsided by the $baba memo alleging PLA links big deal if you ask me relief rally overdue"
X Link 2025-12-04T05:42Z XXX followers, XXX engagements
"@marketplunger1 $baba and $yb"
X Link 2025-12-06T17:36Z XXX followers, XXX engagements
"can someone explain to me why $sats is not trading at least XX% higher conservative napkin math: - $5bn net cash (post debt pay down) - $27bn (2.7% stake spacex post dilution @$1tn ipo) - $5bn (5x FCF) = $37bn++ vs $27bn mc today"
X Link 2025-12-10T00:32Z XXX followers, XXX engagements
"$baba recapping the disconnect in price action vs fundamental news over the last X weeks ++ XX% yoy cloud growth in q325 ++ XX% consolidated yoy growth in q325 ++ preliminary end of food delivery war (confirmed both on earnings call and with subsequent adherence to orderly competition) + qwen app beta release ++ qwen app reaches 30m users within XX days + internal consumer AI group buildout ++ ft alleged pla tie article debunked + member of the armed services committee buying $baba post ft news leak + steady net inflows via stock connect (I think continue to be driven by ccp guidance for"
X Link 2025-12-10T03:37Z XXX followers, XX engagements
"$baba recapping the disconnect in price action vs fundamental news over the last X weeks ++ XX% cloud yoy growth in q325 ++ XX% consolidated yoy growth in q325 ++ likely upsizing of AI related capex program RMB380bn ++ preliminary end of food delivery war (confirmed both on earnings call and with subsequent adherence to orderly competition) + qwen app beta release ++ qwen app reaches 30m users within XX days + internal consumer AI group buildout ++ ft alleged pla tie article debunked + member of the armed services committee buying $baba post ft news leak + steady net inflows via stock connect"
X Link 2025-12-10T03:42Z XXX followers, XXX engagements
"$baba $kweb contrarian then contrarian now: chinese tech will outperform vastly in 2026 why because the chinese solve for accelerated max adoption of AI they will lead in good enough models with lower capex that will drive broader absolute productivity gains faster vs US"
X Link 2025-12-12T16:05Z XXX followers, 1483 engagements
"us closed source architectures will have their reckoning all roads lead to china atm imo"
X Link 2025-12-13T11:22Z XXX followers, XXX engagements
"$qfin -XX% 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 XXX followers, XXX engagements
"$pdd always said its a business model without a moat: XX% yoy to X% yoy growth (and they still dont return capital to shareholders) buy $baba instead"
X Link 2025-11-18T16:42Z XXX followers, XXX engagements
"$crwv not taking a victory lap - but this was the right call uncomfortable then uncomfortable now no moat other than temp supply-demand mismatch (and terrible economics) when did investors fell into blind love with capex heavy business models again"
X Link 2025-12-13T11:21Z XXX followers, XXX engagements
"@ValleyFallsRI exactly the point sales pitches are not reflective of money flows (yet) or how would you explain the multiple arbitrage on higher idiosyncratic growth/ higher gdp growth/ higher government alignment (and willingness to embrace technology)"
X Link 2025-12-13T11:16Z XXX followers, XX engagements
"@HaydnBCole thank you sir just because you can run X gen old GPUs today doesnt mean that will be universally true going forward"
X Link 2025-12-13T23:05Z XXX followers, XX engagements