@wayneterprises Avatar @wayneterprises Wayne Enterprises

Wayne Enterprises posts on X about china, stocks, $kweb, $fxi 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 finance 55.34% countries 37.86% stocks 36.89% technology brands 11.65% currencies 5.83% social networks 4.85% fashion brands 1.94% products 1.94% automotive brands 1.94% cryptocurrencies 0.97%

Social topic influence china 35.92%, stocks 22.33%, $kweb 16.5%, $fxi 12.62%, $hsi 11.65%, $hstech #1, $baba 7.77%, $spy 5.83%, level 4.85%, $hg 4.85%

Top accounts mentioned or mentioned by @historyinmemes @zephyrz9 @wonderosakatrip @jukanlosreve

Top assets mentioned Alibaba Group (BABA) SPDR S&P [---] ETF Trust (SPY) Hamilton Insurance Group, Ltd. (HG) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Reddit, Inc. (RDDT) Palantir Technologies Inc. (PLTR) Eclipse (ES) Intel Corporation (INTC) Shoulder Innovations, Inc. (SI) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) SPX6900 (SPX) Colgate-Palmolive Company (CL) MGM Resorts International (MGM) Sandisk Corporation (SNDK) Netflix Inc (NFLX) Rich Sparkle Holdings Ltd (ANPA) Super Micro Computer, Inc. Common Stock (SMCI) Stacks (STX) Western Digital Corp (WDC) USA Rare Earth, Inc. Class A Common Stock (USAR) MP Materials Corp. (MP) AltLayer (ALT) Lululemon Athletica Inc (LULU) PayPal Holdings Inc (PYPL) POP MART (PMRTY) Barrick Gold Corp. (GOLD) SPDR GOLD ETF (GLD) Philip Morris International Inc. (PM) Arm Holdings plc (ARM) Cameco Corporation (CCJ) Rocket Lab USA, Inc. Common Stock (RKLB)

Top Social Posts

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

"Seedance [---] is absolutely insane. I always could tell when AI was being used in videos and thought only the Boomers would be cooked but quality at this level will mop up the rest of us https://x.com/itspoidaman/status/2021409465355075655/video/1 https://x.com/itspoidaman/status/2021409465355075655/video/1"
X Link 2026-02-11T16:59Z [----] followers, [---] engagements

"@historyinmemes isn't it wild how the Art/Architecture of each generation is representative of the quality of that generation's soul"
X Link 2024-01-18T04:39Z [----] followers, 1.2M engagements

"here's what Hitler had to say about the degenerate Art emerging from Germany during Weimar among other issues with Germany at the time Adolf Hitler was a good painter actually. Germany was just really into degenerate disgusting leftist art at the time so good painters were regularly rejected. https://t.co/RfUIo8Hz3I Adolf Hitler was a good painter actually. Germany was just really into degenerate disgusting leftist art at the time so good painters were regularly rejected. https://t.co/RfUIo8Hz3I"
X Link 2024-02-19T20:32Z [----] followers, 364.4K engagements

"@historyinmemes they did some unspeakable things to discover this talent"
X Link 2024-09-02T02:00Z [----] followers, 665.7K engagements

"global forward P/E vs. historical range"
X Link 2026-01-08T20:07Z [----] followers, [---] engagements

"Flows & CTA Positioning update for Commodities. Oil & Wheat flips from Short to Neutral $CL $HG $GC $SI Flows & CTA Positioning Update for Commodities $CL $HG $GC $SI https://t.co/ct0Nbo9bld Flows & CTA Positioning Update for Commodities $CL $HG $GC $SI https://t.co/ct0Nbo9bld"
X Link 2026-01-13T00:28Z [----] followers, [---] engagements

"$MGM +12% vs. $SPY -0.5% so far today. They pre-announced 4Q'25 earnings and MGM China beat on consensus Revenues/EBITDA by +9%/+15% (YoY +21%/+30%)"
X Link 2026-02-04T17:17Z [----] followers, [---] engagements

"top [--] most hyped stocks on social media over the last week. First time I've seen $SNDK on this list along with the other memory plays in awhile. Retail joining the memory frenzy $ANPA $NVDA $SNDK $STX $WDC $SMCI $ASTS top [--] most hyped stocks on social media over the last week $POET $USAR $MP $ALT $NFLX $LULU $AMZN $HOOD $AMD $PYPL $RDDT https://t.co/SiIB9c7gZm top [--] most hyped stocks on social media over the last week $POET $USAR $MP $ALT $NFLX $LULU $AMZN $HOOD $AMD $PYPL $RDDT https://t.co/SiIB9c7gZm"
X Link 2026-02-05T16:10Z [----] followers, [---] engagements

"Top buys/sells in China this week by the Chinese this week. Interesting seeing Labubus (Pop Mart) on here [--] weeks in a row and stock is +27% YTD. Beanie baby of China not crashing yet for the history is a flat circle bros Top buys/sells in China this week by Chinamen. Labubus making a comeback https://t.co/f9sUzx5t6L Top buys/sells in China this week by Chinamen. Labubus making a comeback https://t.co/f9sUzx5t6L"
X Link 2026-02-06T17:14Z [----] followers, [---] engagements

"Some big moves this week drove multiple contraction across all Sectors in China stocks except Staples and Industrials. Biggest move was in Materials which contracted 15% (-2.6x week over week) broad-based multiple expansion for Chinese stocks this week only sectors that ended flat were Industrials and Utes https://t.co/wwlqFK7Vzm broad-based multiple expansion for Chinese stocks this week only sectors that ended flat were Industrials and Utes https://t.co/wwlqFK7Vzm"
X Link 2026-02-06T17:20Z [----] followers, [---] engagements

"Big inflows by the Chinese to buy the dip this week $HSI $FXI $KWEB $HSTECH $HSCEI"
X Link 2026-02-06T17:23Z [----] followers, [---] engagements

"Margin trading balance at $2.7Tn RMB ($390Bn USD) in China at record highs but as a % of a market cap not even close to the [----] bull run. Zerohedge will only show you the former"
X Link 2026-02-06T17:26Z [----] followers, [--] engagements

"1W/1M earnings revisions for China stocks. Real estate 🧐 1W/1M earnings revisions for China stocks https://t.co/2JCHU1GPVP 1W/1M earnings revisions for China stocks https://t.co/2JCHU1GPVP"
X Link 2026-02-09T14:42Z [----] followers, [---] engagements

"Flows & CTA positioning for China stocks & rest of APAC. CTAs flip back Long Hang Seng China Ent. CSI [---] SSE [--] and India Flows & CTA Positioning for China stocks & rest of APAC. CTAs flip neutral on CSI [---] short India https://t.co/WIakaiQnug Flows & CTA Positioning for China stocks & rest of APAC. CTAs flip neutral on CSI [---] short India https://t.co/WIakaiQnug"
X Link 2026-02-09T19:46Z [----] followers, [---] engagements

"Latest Flows/CTA positioning for commodities. Long pretty much everything except Nat Gas latest Flows/CTA positioning for commodities https://t.co/51VffXN49i latest Flows/CTA positioning for commodities https://t.co/51VffXN49i"
X Link 2026-02-09T19:49Z [----] followers, [---] engagements

"Assessing the impact of Chinese Yuan Appreciation Over eight major CNY cycles since 2015s FX reform MXCN on average rose by +25% when the CNY strengthened versus USD and declined by - 14% during periods of depreciation $USDCNY $CNYUSD $USDCNH $HSI $FXI $KWEB "Chinese equities have tended to rise over periods when DXY weakened and fall over periods of DXY strength. Over major USD cycles since [----] MXCN on average rose by +25% when the USD depreciated and declined by -10% when the USD appreciated" -JPM https://t.co/qYqPoRw9JQ "Chinese equities have tended to rise over periods when DXY weakened"
X Link 2026-02-10T19:17Z [----] followers, [---] engagements

"Chinese New Year is next week and travel estimates coming out of China point to record growth According to the forecast by Peking U & China Unicom the total number of inter-county non-commuting passenger trips during the [----] Spring Festival travel rush is projected to reach 10.68bn a record high. This represents a +11.7% YoY increase vs. the 9.56bn trips recorded in 2025"
X Link 2026-02-10T19:20Z [----] followers, [--] engagements

"Top [--] gifts for this upcoming Chinese New Year. $AAPL iPhone Air at #1"
X Link 2026-02-10T19:23Z [----] followers, [---] engagements

"where did Gold bottom anon $GOLD $GC $GLD the volatility of Gold on its astronomical rise during Weimar was crazy too. If it gets to $4.4k I'll buy more $GC $GOLD $GLD https://t.co/si8Deu87Ec the volatility of Gold on its astronomical rise during Weimar was crazy too. If it gets to $4.4k I'll buy more $GC $GOLD $GLD https://t.co/si8Deu87Ec"
X Link 2026-02-10T20:31Z [----] followers, [---] engagements

"YTD commodity flows flip to slightly negative ($0.6Bn) primarily due to sizable outflows in precious metals 🤔"
X Link 2026-02-10T20:35Z [----] followers, [--] engagements

"YTD return composition of EM stocks. Returns in Asia (China Korea Taiwan) & S. Africa primarily driven by earnings and multiple expansion driving the rest"
X Link 2026-02-10T20:49Z [----] followers, [--] engagements

"Latest global forward P/E vs. historical range global forward P/E vs. historical range https://t.co/y866CRhC8e global forward P/E vs. historical range https://t.co/y866CRhC8e"
X Link 2026-02-10T20:52Z [----] followers, [--] engagements

"it's genuinely over. You will not know if what you're seeing on your phone is real or not"
X Link 2026-02-11T17:10Z [----] followers, [--] engagements

"the lawsuits are probably coming but imo this will trigger the Streisand effect and we'll get our Hollywood/content creator Deepseek moment. The average normie won't care thanks to all artistic goodwill Hollywood has destroyed in the past decade"
X Link 2026-02-11T17:21Z [----] followers, [--] engagements

"Earnings season for Chinese stocks has begun. Only 5% (26/554) of companies have reported so far with 50% beating 45% missing 5% in line. Pre-ann. earnings were 36% positive Some big movers in the coming weeks: $BABA on 2/18 $BIDU on 2/26 $ACMR 2/27"
X Link 2026-02-11T17:42Z [----] followers, [---] engagements

"is $HOOD a buy the dip here One thing I hate is how tightly it trades with the $BTC/crypto complex but with retail activity in stocks at record highs maybe we see this diverge some Black Friday shopping notes: - $NVDA $100/share seems like a gift for the long-term - $PM was super strong heading into today this sell-off feels like margin calls hitting I love buying from forced sellers - $HOOD feels overdone. The casino economy will go into hyperdrive some Black Friday shopping notes: - $NVDA $100/share seems like a gift for the long-term - $PM was super strong heading into today this sell-off"
X Link 2026-02-11T18:36Z [----] followers, [---] engagements

"the Seedance cope is starting to emerge The advantage is that China has no copyright laws The advantage is that China has no copyright laws"
X Link 2026-02-11T22:10Z [----] followers, [---] engagements

"Top [--] most hyped stocks on social media over the last week. A lot of the old wallstreetbets gang on the list this week $HIMS $MSTR $RDDT $PLTR $SNAP $ASTS $COIN $HOOD top [--] most hyped stocks on social media over the last week. First time I've seen $SNDK on this list along with the other memory plays in awhile. Retail joining the memory frenzy $ANPA $NVDA $SNDK $STX $WDC $SMCI $ASTS https://t.co/S3AZWg0jQd top [--] most hyped stocks on social media over the last week. First time I've seen $SNDK on this list along with the other memory plays in awhile. Retail joining the memory frenzy $ANPA"
X Link 2026-02-12T15:32Z [----] followers, [---] engagements

"1W/1M earnings revisions for China stocks. Interesting revisions in Info Tech over the last week. Software stocks in China following US Software (Only 7% of the Info Tech index though) 1W/1M earnings revisions for China stocks. Real estate 🧐 https://t.co/L1oV6GR4LI 1W/1M earnings revisions for China stocks. Real estate 🧐 https://t.co/L1oV6GR4LI"
X Link 2026-02-12T16:12Z [----] followers, [--] engagements

"Fund flows for equity/debt over the [--] weeks Some extremes: Big outflows out of Chinese and EM Equities big inflows into EM Bonds and Bonds in general are elevated"
X Link 2026-02-12T17:29Z [----] followers, [--] engagements

"Top buys/sells in China stocks by the Chinese this week. Looks like they did a lot of dip buying in Chinese Tech stocks heading into CNY Top buys/sells in China this week by the Chinese this week. Interesting seeing Labubus (Pop Mart) on here [--] weeks in a row and stock is +27% YTD. Beanie baby of China not crashing yet for the history is a flat circle bros https://t.co/EwkLLPGTzV Top buys/sells in China this week by the Chinese this week. Interesting seeing Labubus (Pop Mart) on here [--] weeks in a row and stock is +27% YTD. Beanie baby of China not crashing yet for the history is a flat circle"
X Link 2026-02-13T18:29Z [----] followers, [--] engagements

"looks like they kept it going this week too with +$3.6Bn of net buying Big inflows by the Chinese to buy the dip this week $HSI $FXI $KWEB $HSTECH $HSCEI https://t.co/bwV6GOwI52 Big inflows by the Chinese to buy the dip this week $HSI $FXI $KWEB $HSTECH $HSCEI https://t.co/bwV6GOwI52"
X Link 2026-02-13T18:32Z [----] followers, [--] engagements

"Latest consensus forward p/e by sector for Chinese equities. Mixed bag this week but Comm Services contracted hardest vs. last week. This sector is the weakest in all of Chinese equities YTD primarily due to multiple contraction Some big moves this week drove multiple contraction across all Sectors in China stocks except Staples and Industrials. Biggest move was in Materials which contracted 15% (-2.6x week over week) https://t.co/X71DzWem9A Some big moves this week drove multiple contraction across all Sectors in China stocks except Staples and Industrials. Biggest move was in Materials"
X Link 2026-02-13T18:41Z [----] followers, [--] engagements

"2025 China stocks driven primarily by multiple recovery. GS expects earnings to drive most of the gains in [----] $HSI $FXI $HSTECH $KWEB"
X Link 2026-01-02T15:23Z [----] followers, [---] engagements

"Top Buys/Sells by Chinamen into Chinese equities in HK this week $HSI $FXI $HSTECH $KWEB $BABA $XIACY $TCEHY Top Buys/Sells by Chinamen into Chinese equities in HK this week $XIACY $HSI $FXI $KWEB $MPNGY $TCEHY $BABA https://t.co/YC4780wpQ9 Top Buys/Sells by Chinamen into Chinese equities in HK this week $XIACY $HSI $FXI $KWEB $MPNGY $TCEHY $BABA https://t.co/YC4780wpQ9"
X Link 2026-01-02T15:28Z [----] followers, [---] engagements

"Did you listen to me anon Big start to [----] for China tech stocks clearing through a lot of EMAs after a false breakdown below the 200D EMA (yellow) 21D EMA (Blue) 50D EMA (Cyan) 150D EMA (Red) $HSTECH $KWEB $BABA $BIDU $PDD make or break level for China Tech stonks imo $HSTECH $HSI $KWEB $BABA $BIDU $PDD $FXI https://t.co/4AJGdztfnE make or break level for China Tech stonks imo $HSTECH $HSI $KWEB $BABA $BIDU $PDD $FXI https://t.co/4AJGdztfnE"
X Link 2026-01-02T19:08Z [----] followers, [---] engagements

"JPM sees buybacks printing $1T in [----] -9% YoY & flags the record among of announced but not yet executed buybacks. In [----] buybacks were primarily funded by cash (86% of all buybacks) but that may shift toward using debt-funded buybacks in [----] $SPX $SPY $ES $NDX $QQQ $NQ"
X Link 2026-01-05T14:31Z [----] followers, [---] engagements

"big bid in China stocks today lifted the index from -1.3% at the lows to +0.2% at close $FXI China tech stocks on the other hand soared all day $KWEB +2.3% vs. $QQQ +0.8%. Lots of Chinese robots at CES this week may be lifting sentiment Great start to 2026"
X Link 2026-01-05T21:06Z [----] followers, [---] engagements

"Flows & CTA Positioning for China stocks & rest of APAC Update Some interesting shifts: Hang Seng $HSI flips long along with Singapore $FXI $HSTECH $KWEB Flows & CTA Positioning for China stocks & rest of APAC update Some interesting shifts: FTSE China A50 CSI [---] & CSI [----] flip from Neutral to Bullish $HSI $FXI $KWEB $BABA $NKD https://t.co/bSMRdZWkY7 Flows & CTA Positioning for China stocks & rest of APAC update Some interesting shifts: FTSE China A50 CSI [---] & CSI [----] flip from Neutral to Bullish $HSI $FXI $KWEB $BABA $NKD https://t.co/bSMRdZWkY7"
X Link 2026-01-06T13:36Z [----] followers, [---] engagements

""Short interest for the median S&P [---] stock ranks in the 88th percentile since 1995" -GS $SPX $SPY $ES $NDX $QQQ $NQ"
X Link 2026-01-06T15:17Z [----] followers, [---] engagements

"day I'm not on the desk China stocks implode lol. Probably due to the below & Japan trade war heating up. Back at it tomorrow CHINA MARKET REGULATOR: ONLINE PLATFORMS MUST NOT SELL BELOW COST OR DISRUPT MARKET COMPETITION. #ALIBABA $BABA #MEITUAN $MPNGY $JD https://t.co/QmD6eO4j9p https://t.co/Rxx1aV7rZe CHINA MARKET REGULATOR: ONLINE PLATFORMS MUST NOT SELL BELOW COST OR DISRUPT MARKET COMPETITION. #ALIBABA $BABA #MEITUAN $MPNGY $JD https://t.co/QmD6eO4j9p https://t.co/Rxx1aV7rZe"
X Link 2026-01-07T23:40Z [----] followers, [--] engagements

""HF net exposures to China rose from 8th percentile from end-24 to 32nd percentile (5-yr. lookback). Their current net/gross allocations of 7.6%/6.5% to Chinese equities are still significantly below previous cycle peaks of around 11%-13%" -GS $HSI $FXI $HSTECH $KWEB"
X Link 2026-01-08T14:47Z [----] followers, [---] engagements

"Speculative positioning in Copper at record high $HG $CPER"
X Link 2026-01-08T15:49Z [----] followers, [---] engagements

"interesting outperformance on $AMZN today with relatively muted Retail participation. Top [--] stock/etf today but 1-month z-score of Retail investor volume is [----] It's been a long time coming. $AMZN / $SPY https://t.co/dP82lQrBu1 It's been a long time coming. $AMZN / $SPY https://t.co/dP82lQrBu1"
X Link 2026-01-08T17:50Z [----] followers, [---] engagements

"valuation grid for MXAPJ & 10y Zs"
X Link 2026-01-08T19:12Z [----] followers, [--] engagements

"@zephyr_z9 $ARM or $INTC or both"
X Link 2026-01-08T19:40Z [----] followers, [----] engagements

"Hedge Fund Net allocation to Chinese equities declined by 23bp by end of Dec [----] to 7.6% (28th percentile 5Y lookback) -GS"
X Link 2026-01-09T15:12Z [----] followers, [---] engagements

"Hedge Fund Gross allocation to China"
X Link 2026-01-09T15:13Z [----] followers, [--] engagements

"Southbound (Chinese in China buying HK-listed equities) starts year off strong with +$4.2Bn of inflows. In [----] over the same period Southbound flows were +$6Bn"
X Link 2026-01-09T15:23Z [----] followers, [--] engagements

"Forward P/E to end the 1st full week of trading in [----] for Chinese equities broken up by sector. This week saw multiple expansion across the entire complex except for Banks Forward P/E for China & Subsectors heading into [----] vs. historical $HSI $FXI $HSTECH $KWEB https://t.co/KuHG2pUWmF Forward P/E for China & Subsectors heading into [----] vs. historical $HSI $FXI $HSTECH $KWEB https://t.co/KuHG2pUWmF"
X Link 2026-01-09T20:18Z [----] followers, [--] engagements

"Top Buys/Sells by Chinamen into Chinese equities Top Buys/Sells by Chinamen into Chinese equities in HK this week $HSI $FXI $HSTECH $KWEB $BABA $XIACY $TCEHY https://t.co/vFWk8ibsHV Top Buys/Sells by Chinamen into Chinese equities in HK this week $HSI $FXI $HSTECH $KWEB $BABA $XIACY $TCEHY https://t.co/vFWk8ibsHV"
X Link 2026-01-09T20:21Z [----] followers, [--] engagements

"Despite some wobbles mid-week silver is digesting the well-flagged index rebalance-selling. A final decision around potential silver tariffs under Section [---] critical minerals still remains a risk to silver prices at $80+/oz $SLV $SI With copper prices at $13000/mt long investor positioning & deterioration in Chinese fundamentals warrants near-term caution but still see the potential for more bullish fireworks ahead $CPER $HG Nickel prices have rebased in anticipation of a potentially significant recalibration in Indonesian nickel supply which could reverse multiple years of price-depressing"
X Link 2026-01-09T20:46Z [----] followers, [---] engagements

"looks like inflation in China is picking up"
X Link 2026-01-11T20:01Z [----] followers, [--] engagements

"Hedge Fund positioning in China not high in local China & low in $HSTECH $KWEB China is THE contrarian long of this decade imo Hedge Fund Net allocation to Chinese equities declined by 23bp by end of Dec [----] to 7.6% (28th percentile 5Y lookback) -GS https://t.co/1b5WxsYG9M Hedge Fund Net allocation to Chinese equities declined by 23bp by end of Dec [----] to 7.6% (28th percentile 5Y lookback) -GS https://t.co/1b5WxsYG9M"
X Link 2026-01-12T16:05Z [----] followers, [---] engagements

"JPM: "The strong start to the year has led to mixed HF returns. While net leverage remains elevated and HF have seen positive returns on a global basis shorts are outpacing longs in early Jan in the US which is weighing on returns. Effectively the early Jan negative alpha appears to be reversing the Dec alpha gains. So far the rally in shorts has not translated into large short covering" https://twitter.com/i/web/status/2010746197473108358 https://twitter.com/i/web/status/2010746197473108358"
X Link 2026-01-12T16:10Z [----] followers, [--] engagements

"Implied moves for the S&P [---] $SPX over the next month. JPM notes options market seems to be underpricing the next [--] payroll reports & CPI moves relative to historical vol $SPY $ES implied moves for $SPX through Santa Rally period $SPY $QQQ $ES $NQ https://t.co/Onpieig4vw implied moves for $SPX through Santa Rally period $SPY $QQQ $ES $NQ https://t.co/Onpieig4vw"
X Link 2026-01-12T16:18Z [----] followers, [---] engagements

"patiently waiting for the memory frenzy to turn into the cpu frenzy $ARM $INTC"
X Link 2026-01-12T16:32Z [----] followers, [----] engagements

"the most successful business owners i've met in recent years are guys selling products/services to Boomers. It's a global phenomenon. Are you boomermaxxing anon The top-ranked app in Chinas iPhone App Store today is called Are you dead yet Costing [--] yuan ($1) it features an oversized green button for users to check in daily and an emergency contact to alert someone if you dont. Thats all it does. https://twitter.com/i/web/status/2010756575313670482 https://twitter.com/i/web/status/2010756575313670482"
X Link 2026-01-12T16:51Z [----] followers, [--] engagements

"China A-share (traded on Chinese exchanges) turnover recently hit a record high of $500Bn surpassing [----] levels but margin buying remains modest at 10% A-share turnover (2015 peak of 18%)"
X Link 2026-01-13T00:35Z [----] followers, [--] engagements

"JPM on China HF flows: HSTECH $HSTECH $KWEB was bought (+1.9z) over the past wk though positioning remains light (16th %-tile since 2018). In addition while China/HK Healthcare was bought 1z this past wk the buying is muted in comparison to the +12% gain YTD. Positioning remains at a 2-year low (39th %-tile) JPM on more recent activity: "HFs bought HK stocks the most (+2.1z) over the past 5d while they were smaller buyers of N. Am. (+0.8z) and EMEA ex-UK (+0.7z). In contrast they continued to sell Japan Chinese ADRs and UK stocks (all less than 1z)" JPM on more recent activity: "HFs bought HK"
X Link 2026-01-13T18:38Z [----] followers, [---] engagements

"@wonderosakatrip Arm Neoverse V2 is pretty good. we'll see if the rumors are true that msft and amzn are replacing x86 with Arm for internal workloads. but stock has been acting pretty terribly ytd so will have to risk manage or just buy the rally when/if it happens"
X Link 2026-01-14T14:45Z [----] followers, [--] engagements

"Sentiment index vs. monthly sales volume for Chinese car brands in China vs. Tesla & EU brands interesting given Chinese car company stock prices are underperforming ytd by -1% vs. MSCI China +6% $TSLA $NIO $XPEV $LI"
X Link 2026-01-14T15:52Z [----] followers, [---] engagements

"US 1Q'26 RevPAR trends (YoY) Luxury Hotel RevPAR saw some softening into the last few weeks of 4Q25. Best-performing markets were (1) Detroit +9%; (2) St. Louis +7%; (3) Denver +6.5%. Worst-performing markets were (1) Tampa -35%; (2) New Orleans -22%; (3) Las Vegas-19% (running 28-day Las Vegas RevPAR is https://t.co/CjUDTQC8Yo Luxury Hotel RevPAR saw some softening into the last few weeks of 4Q25. Best-performing markets were (1) Detroit +9%; (2) St. Louis +7%; (3) Denver +6.5%. Worst-performing markets were (1) Tampa -35%; (2) New Orleans -22%; (3) Las Vegas-19% (running 28-day Las Vegas"
X Link 2026-01-15T14:42Z [----] followers, [--] engagements

"JPM: "This past wk was exceptional for retail sustaining the momentum from earlier this yr. Retail investors bought $12.0B in cash equitiesthe largest weekly inflow since the post Liberation Day V-shape recovery. ETF activity was steady and strong at $7.1B but notably retail purchases of single stocks surged to their highest level in nearly [--] months ($4.9B 88%ile). Retail activity remained consistently strong throughout the week with single stocks purchases ranging between 70%ile to 90%ile each day" https://twitter.com/i/web/status/2011812292300882369"
X Link 2026-01-15T14:46Z [----] followers, [--] engagements

"Weakness in Chinese equities heading into a big data dump this weekend Sunday 9PM EST: China Retail Sales (Consensus +1% YoY) China Industrial Production (Cons. +5% YoY) Real GDP (Cons. +4.5% YoY) Fixed Asset Investment (Cons. -3.1% YoY)"
X Link 2026-01-16T14:55Z [----] followers, [--] engagements

"Forward P/E to end the 2nd full week of trading in [----] for Chinese equities Multiple expansion across the board again except for Div. Fins. Utilities & Insurance Forward P/E to end the 1st full week of trading in [----] for Chinese equities broken up by sector. This week saw multiple expansion across the entire complex except for Banks https://t.co/bKJdBpgivS Forward P/E to end the 1st full week of trading in [----] for Chinese equities broken up by sector. This week saw multiple expansion across the entire complex except for Banks https://t.co/bKJdBpgivS"
X Link 2026-01-16T16:17Z [----] followers, [--] engagements

"the only thing cheap about $PLTR lol Current Implied vs. Historical Avg. Realized Earnings-day moves"
X Link 2026-01-20T15:03Z [----] followers, [---] engagements

"interesting. $KWEB upside skew is inverted despite rumors of a monster DeepSeek model about to drop"
X Link 2026-01-20T15:11Z [----] followers, [---] engagements

"JPM: Retail investors continue to set new records this yearreaching an impressive $12.9B this week. This level is comparable to last years buy-the-dip episodes (post-DeepSeek March Momentum Unwind and the V-Shape recovery in April); but unlike those prior episodes which faded quickly the current new year momentum has been sustained and has now pushed retail activity to an all-time high on a rolling monthly basis https://twitter.com/i/web/status/2014362940527538512 https://twitter.com/i/web/status/2014362940527538512"
X Link 2026-01-22T15:42Z [----] followers, [--] engagements

"Re-stocking of China copper aluminium and zinc inventories is the seasonal normal trend leading into CNY but the magnitude of re-stocking last week was higher vs historic seasonality. Inventories are now higher vs their historic average including iron ore inventories in China at a 10-year high -JPM https://twitter.com/i/web/status/2015800725658284522 https://twitter.com/i/web/status/2015800725658284522"
X Link 2026-01-26T14:55Z [----] followers, [--] engagements

"only Cons. Disc. Materials Industrials Energy and Utes saw multiple expansion last week in China. Overall market down Forward P/E to end the 2nd full week of trading in [----] for Chinese equities Multiple expansion across the board again except for Div. Fins. Utilities & Insurance https://t.co/I89BCTvug5 Forward P/E to end the 2nd full week of trading in [----] for Chinese equities Multiple expansion across the board again except for Div. Fins. Utilities & Insurance https://t.co/I89BCTvug5"
X Link 2026-01-26T15:10Z [----] followers, [--] engagements

"8 weeks leading in China #1 in EM equity fund flows of +$23Bn"
X Link 2026-01-05T13:57Z [----] followers, [--] engagements

"short $GOOGL today @ $139.25. Mostly expressed this via long $GGLS Given that the Gemini AI will be at the heart of every Google product and YouTube this is extremely alarming The senior Google exec called me again yesterday and said it would take a few months to fix. Previously he thought it would be faster. My response to him was that I Given that the Gemini AI will be at the heart of every Google product and YouTube this is extremely alarming The senior Google exec called me again yesterday and said it would take a few months to fix. Previously he thought it would be faster. My response to"
X Link 2024-02-26T17:24Z [----] followers, [---] engagements

"some Black Friday shopping notes: - $NVDA $100/share seems like a gift for the long-term - $PM was super strong heading into today this sell-off feels like margin calls hitting I love buying from forced sellers - $HOOD feels overdone. The casino economy will go into hyperdrive"
X Link 2025-04-04T18:55Z [----] followers, [---] engagements

"@Jukanlosreve $KSTR ETF has this and Cambricon. Can buy this on most brokerage platforms in the US"
X Link 2025-09-12T09:40Z [----] followers, [---] engagements

"been seeing a lot of posts about a bullish Chinese Yuan. If they're right this probably translates to even more bullish action in the Commodity space $USDCNH $CNHUSD"
X Link 2025-12-11T18:20Z [----] followers, [--] engagements

"Top Buys/Sells by Chinamen into Chinese equities in HK this week $XIACY $HSI $FXI $KWEB $MPNGY $TCEHY $BABA"
X Link 2025-12-12T16:03Z [----] followers, [---] engagements

"the US trying to do with Copper what China did with Rare Earths $HG $COPX $CPER"
X Link 2025-12-18T15:07Z [----] followers, [---] engagements

"2025 Asian Currencies vs. the Dollar $USDCNH $USDCNY $USDKRW $DXY"
X Link 2025-12-31T15:24Z [----] followers, [---] engagements

"China A-Shares (traded in China) rallied in Dec in stark contrast to underperformance in overseas H-shares (HK listed) & US listed China ETFs $FXI -3.2% $CSI [---] & $CSI [----] closed the year near [----] highs at levels last seen in [----] bull run $HSI $HSTECH $FXI $KWEB"
X Link 2025-12-31T15:52Z [----] followers, [---] engagements

"Macau (China Vegas) misses in December but has now basically recovered to 91% of pre-COVID levels & on a 4Q basis represents the strongest quarter in [--] years (Consensus for 4Q was +9% Actuals came in +15% YoY) [----] full year beat with GGR +9% (+5% forecasted) $LVS $MGM $WYNN"
X Link 2026-01-02T13:50Z [----] followers, [---] engagements

"Flows & CTA Positioning Update for Commodities $CL $HG $GC $SI"
X Link 2026-01-06T13:47Z [----] followers, [---] engagements

""Alibaba Tencent and Ping An are in a zone where dealers buy vol when prices rally & sell when they fall; Xiaomi and BYD are in the opposite zone with dealers selling vol on rallies & buying on declines; while Meituan sits near the peak Vega where dealers typically buy volatility during large price moves in either direction" -JPM $BABA $TCEHY $XIACY $BYDDY $MPNGY $KWEB https://twitter.com/i/web/status/2009283537480913249 https://twitter.com/i/web/status/2009283537480913249"
X Link 2026-01-08T15:18Z [----] followers, [--] engagements

""We expect a price correction in Q2 for Copper triggered by a decision from the US on refined copper tariffs which would likely signal the end of US stockpiling and return focus to the global market surplus" -GS TBD after the Trump visit to China $HG $CPER"
X Link 2026-01-08T16:00Z [----] followers, [---] engagements

""Chinese equities have tended to rise over periods when DXY weakened and fall over periods of DXY strength. Over major USD cycles since [----] MXCN on average rose by +25% when the USD depreciated and declined by -10% when the USD appreciated" -JPM"
X Link 2026-01-12T18:04Z [----] followers, [---] engagements

"Largest ever FX Inflows into Chinese Yuan according to SAFE SAFE Data shows Net FX Inflows of US $128Bn in Dec [----] (vs. $3Bn in Nov) representing the largest ever inflows since 2015"
X Link 2026-01-15T15:08Z [----] followers, [--] engagements

"top [--] most hyped stocks on social media over the last week $ASTS $RDDT $INTC $RKLB $CCJ $PLTR $AMD"
X Link 2026-01-22T15:43Z [----] followers, [----] engagements

"JPM: Latest High frequency data showing China's economy is accelerating EXPORTS: Port tracking indicates that exports may have continued to strengthen in January after Decembers decent gains. Container shipping growth accelerated and bulk shipping returned to expansion. CCFIs increased across major routes except LatAm including those to USEC (+11.5%) USWC (+10.0%) compared to two weeks ago. US-bound container shipments remained soft (down 15.6% YoY) Operating rates for tire plants suggest auto IP growth may have picked up in January (vs -2.8%oya in Dec) as [----] Lunar Near Year falls in"
X Link 2026-01-22T20:07Z [----] followers, [--] engagements

"Chinese stocks priced in Gold at [----] lows"
X Link 2026-01-28T17:59Z [----] followers, [---] engagements

"top [--] most hyped stocks on social media over the last week $POET $USAR $MP $ALT $NFLX $LULU $AMZN $HOOD $AMD $PYPL $RDDT top [--] most hyped stocks on social media over the last week $ASTS $RDDT $INTC $RKLB $CCJ $PLTR $AMD https://t.co/eEcJaBHxxs top [--] most hyped stocks on social media over the last week $ASTS $RDDT $INTC $RKLB $CCJ $PLTR $AMD https://t.co/eEcJaBHxxs"
X Link 2026-01-29T14:37Z [----] followers, [---] engagements

"where will the money made in precious metals go JPM: EM equity funds posted record inflows of +$14.9bn the highest weekly amount ever (+$9.6bn last week). Most of the inflows were through ETFs which attracted record inflows (+$13.3bn +$9.1bn last week) but notably non-ETFs also attracted large inflows of +$1.5bn running positive for the third consecutive week $EEM $EFA https://twitter.com/i/web/status/2017268895418319128 https://twitter.com/i/web/status/2017268895418319128"
X Link 2026-01-30T16:09Z [----] followers, [--] engagements

"broad-based multiple expansion for Chinese stocks this week only sectors that ended flat were Industrials and Utes only Cons. Disc. Materials Industrials Energy and Utes saw multiple expansion last week in China. Overall market down https://t.co/RTsUJHQFaH only Cons. Disc. Materials Industrials Energy and Utes saw multiple expansion last week in China. Overall market down https://t.co/RTsUJHQFaH"
X Link 2026-01-30T17:05Z [----] followers, [--] engagements

"the volatility of Gold on its astronomical rise during Weimar was crazy too. If it gets to $4.4k I'll buy more $GC $GOLD $GLD"
X Link 2026-01-30T18:50Z [----] followers, [---] engagements

"Dealers in HSCEI options have recently flipped to a short gamma position a notable shift from the consistent long gamma seen through the second half of [----]. At a spot level of [----] dealers are now estimated to be short approximately US$ [---] million in gamma equivalent to 6% of three-month average futures turnover. This short gamma exposure is driven primarily by robust activity in listed options with recent flows dominated by investors net buying of calls. With dealers gamma risk building hedging flows are amplifying swings in the index and are partially driving higher realized volatility in"
X Link 2026-02-02T15:27Z [----] followers, [--] engagements

"there has been a lot of fake news lately that I think has had an outsized impact on China stocks (e.g. tax increase on Chinese tech companies that turned out to be fake some small stuff like Netease banning AI being fake etc.) but the Chinese economy is chugging along continuing to accelerate https://finance.sina.com.cn/stock/roll/2026-02-03/doc-inhkpkrh7338779.shtmlcre=tianyi&mod=pchp&loc=25&r=0&rfunc=85&tj=cxvertical_pc_hp&tr=12 JPM: Latest High frequency data showing China's economy is accelerating EXPORTS: Port tracking indicates that exports may have continued to strengthen in January"
X Link 2026-02-04T15:34Z [----] followers, [---] engagements

"JPM: SOFTWARE - Despite how poorly the sector has traded this year - this is by FAR the most active supply we've seen this year. Selling is broad based and a combo of LO HF long and short. Seeing supply in both large and SMid caps. The one name we are seeing dip buying is $NOW SEMIS - Not as pronounced as software but we are seeing a healthy amount of supply here as well. Feels like just getting caught up in the broader tech de-risk (and large crowding) than anything else SERVICES - Combo of earnings from IT and the Anthropic Claude legal plug in - we are seeing an increase in shorts and LO"
X Link 2026-02-04T18:47Z [----] followers, [---] engagements

"ADOBE DIGITAL PRICE INDEX LARGEST INCREASE IN INDEX'S [--] YEAR HISTORY (index primarily follows online prices) While January tends to have the highest increases of any month Jan [----] had a stronger inflationary impulse than during the peak of COVID-induced inflation. Some of the largest price increases were in appliances computers electronics and furniture https://twitter.com/i/web/status/2019432083417100325 https://twitter.com/i/web/status/2019432083417100325"
X Link 2026-02-05T15:25Z [----] followers, [---] engagements

"JPM: 2/4 was one of the worst days for momentum in the US in years. Alongside the momentum drop we saw very large de-grossing (-4z) from HFs in N. America as both longs and shorts were reduced though tilted more towards longs as net flows were -1.1z. Equity L/S and Multi-Strats reduced gross the most around -3z each. Performance was hit quite hard with L-S spreads for Multi-Strats dropping to - 1.4% MTD and net returns dropping to -1.9% globally MTD. Equity L/S also saw spreads turn negative yest and performance is now -1.0% MTD globally. Quants are down as well but their spreads are less bad"
X Link 2026-02-05T23:01Z [----] followers, [--] engagements

"Software represents 16% of the leveraged loan universe and 5% of HY bonds 52% of software & computer services loans are rated B- (B3) or below More than 80% of the current Software loan universe is sponsor-backed"
X Link 2026-02-05T23:26Z [----] followers, [---] engagements

"If Software is really dead the impact to private equity is going to be significant Since [----] 25% of private equity deployment has been into Software investments totaling $595Bn ($1.5 trillion+ including debt) Software represents 16% of the leveraged loan universe and 5% of HY bonds 52% of software & computer services loans are rated B- (B3) or below More than 80% of the current Software loan universe is sponsor-backed https://t.co/VeEprezE41 Software represents 16% of the leveraged loan universe and 5% of HY bonds 52% of software & computer services loans are rated B- (B3) or below More than"
X Link 2026-02-05T23:52Z [----] followers, [---] engagements

"Net allocations in China increase to 8% now 40th percentile over last 5y Global hedge funds allocation to China increased 0.34% ytd (38th percentile over last 5y) https://t.co/Ks9afHBgEl Global hedge funds allocation to China increased 0.34% ytd (38th percentile over last 5y) https://t.co/Ks9afHBgEl"
X Link 2026-02-06T17:30Z [----] followers, [--] engagements

"Median S&P [---] stock that has beat on EPS this earnings season so far has outperformed the market by 1.9% pacing for the largest outperformance since [----]. We're not done yet though (236/498 companies reported) $SPY $ES $QQQ $NQ"
X Link 2026-02-06T18:25Z [----] followers, [---] engagements

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