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@EquityBrian "Payments/fintech are finally starting to look cheap again. $ADYEY $FOUR"
X Link @EquityBrian 2025-09-28T21:04Z 9760 followers, 7132 engagements

"Whats the most compelling global opportunity (ex-US) youre following/long right now"
X Link @EquityBrian 2025-10-07T19:24Z 9760 followers, 3795 engagements

"Chinas open-source models lead the world in downloads derivatives and usage. Alibabas Qwen is the #1 open model globally. $BABA"
X Link @EquityBrian 2025-10-15T23:35Z 9764 followers, 3422 engagements

"Alright China exposure is back on in size. $BABA $JD"
X Link @EquityBrian 2025-10-10T18:58Z 9763 followers, 2275 engagements

"@abcampbell People keep saying this like its still 2021. The property developers blew up not the entire financial system. Banks are fine deposits are massive and Beijings already done soft recap steps. The real story now is consumption and AI-driven manufacturing not survival"
X Link @EquityBrian 2025-10-13T02:01Z 9755 followers, XXX engagements

"Hard to resist shorting $HIMS after seeing this"
X Link @EquityBrian 2025-10-16T00:24Z 9764 followers, 2831 engagements

"Trump talks tough. Markets panic. I buy. $BABA $JD"
X Link @EquityBrian 2025-10-10T23:08Z 9764 followers, 15K engagements

"I dont get the obsession with $PYPL. $FOUR is growing XX% at a cheaper multiple. $ADYEN is high-quality growth trading near its lowest multiple ever. Why own PayPal over either"
X Link @EquityBrian 2025-09-30T02:45Z 9750 followers, 49.2K engagements

"Imagine not being long China $BABA $JD $BIDU"
X Link @EquityBrian 2025-10-02T12:08Z 9749 followers, 6617 engagements

"@cronosbro Theyre mostly open source or open weights and they just dont have access to the same scale of user data or test feedback that Google OpenAI or Meta get. Hard to rig benchmarks when your models are public"
X Link @EquityBrian 2025-10-16T00:50Z 9764 followers, XX engagements

"$BABA x $NIO"
X Link @EquityBrian 2025-10-13T22:32Z 9763 followers, 3585 engagements

"Someone dropped $4M+ on $BABA 220Cs expiring Nov XX. Either the dumbest gamble youll see all year or they know something we dont"
X Link @EquityBrian 2025-09-30T20:55Z 9746 followers, 22.2K engagements

"That didnt take long. He blinked faster than expected"
X Link @EquityBrian 2025-10-12T21:03Z 9745 followers, 3561 engagements

"Chinas market is full of deep-value mispricings. $JD For investors willing to go against the crowd the opportunity is massive"
X Link @EquityBrian 2025-09-27T04:56Z 9754 followers, 14.4K engagements

"@Shrimp_a_Whales Thats a good thought appreciate it. Any idea off the top of your head how much $RACE they own"
X Link @EquityBrian 2025-10-15T14:08Z 9763 followers, XXX engagements

"Every cycle tends to end the same: retail demand surges just in time to be exit liquidity. Feels like were there again"
X Link @EquityBrian 2025-10-09T16:07Z 9754 followers, 1301 engagements

"Turns out a lot of these AI benchmarks are basically rigged scrimmages. $META tests XX variants OpenAI trains on the test and $GOOG gets XX% of the data. Chinas gap may be smaller than anyone in Silicon Valley wants to admit"
X Link @EquityBrian 2025-10-16T00:43Z 9764 followers, 1204 engagements

"This is what happens when your chairman also owns an NBA team. $BABA"
X Link @EquityBrian 2025-10-09T21:01Z 9745 followers, 3675 engagements

"Started a position in Ferrari $RACE. One of the few luxury names that actually deserves its multiple"
X Link @EquityBrian 2025-10-15T13:50Z 9764 followers, 2729 engagements

"Alright @zoomyzoomm enough tweeting. Time to go all in $PDD again"
X Link @EquityBrian 2025-10-11T23:44Z 9750 followers, 1792 engagements

"Since 2020 $DBX has shrunk its share count by XX% and steadily expanded margins. Yet the stock still sits at just 9x FCF"
X Link @EquityBrian 2025-10-05T11:29Z 9763 followers, 1617 engagements

"For the first time in a long time $RACE actually looks somewhat interesting"
X Link @EquityBrian 2025-10-13T19:57Z 9764 followers, 3033 engagements

"Hard to find a stock as cheap as $JD right now Core biz is fine valuation isnt. Im long.👇"
X Link @EquityBrian 2025-10-04T02:52Z 9763 followers, 20K engagements

"I still think $JD is $40/share by year-end"
X Link @EquityBrian 2025-10-09T20:03Z 9764 followers, 4130 engagements

"BUY CHINA $KWEB $BABA $JD"
X Link @EquityBrian 2025-10-10T15:00Z 9755 followers, 11.4K engagements

"What are some of your best micro/small cap ($5B MC) ideas and why"
X Link @EquityBrian 2024-09-11T22:02Z 9762 followers, 51.6K engagements

"Pullback in China names is buying opportunity. $KWEB $BABA $JD"
X Link @EquityBrian 2025-10-09T18:25Z 9754 followers, 3917 engagements

"@Alibaba_Qwen 👏"
X Link @EquityBrian 2025-10-14T17:30Z 9764 followers, XXX engagements

"Still one of the best risk/reward setups out there. $JD $40+ by year end. Bookmark it"
X Link @EquityBrian 2025-10-15T19:46Z 9764 followers, 6161 engagements