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

"@gregosuri @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly"
X Link @masayoshisson 2025-10-11T15:24Z XXX followers, XXX 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 + XX% 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 @masayoshisson 2025-09-28T06:39Z XXX followers, XXX engagements

"@akashnet_ @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly"
X Link @masayoshisson 2025-10-11T15:24Z XXX followers, XXX 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 @masayoshisson 2025-09-22T14:07Z XXX followers, XXX engagements

"has our administration leadership considered firing this retard @jamiesongreer going out on aggressive anti china crusades just because he couldnt get his call returned by xi is not a good look for diplomacy and the messages our leaders send @POTUS @JDVance @EricTrump"
X Link @masayoshisson 2025-10-14T20:33Z XXX followers, XX 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 @masayoshisson 2025-10-15T16:51Z XXX followers, XXX 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 @masayoshisson 2025-10-08T00:28Z XXX followers, XXX 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 @masayoshisson 2025-10-03T14:38Z XXX followers, XXX engagements

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

"@CryptoDaily_DB @TomCrownCrypto @cz_binance"
X Link @masayoshisson 2025-10-15T22:57Z XXX followers, XX engagements

"@MrMikeInvesting its not - their business model gets crushed by $baba and theyll be the first to drop out of the quick commerce business (which is where were headed from a customer convenience point of view)"
X Link @masayoshisson 2025-10-13T19:41Z XXX followers, XXX engagements

"$lu the epiphany of a contrarian trade"
X Link @masayoshisson 2025-08-22T16:23Z XXX followers, XXX engagements

"$hydx $aero $hydx model doesn't make any sense imo: - if you're looking for liquidity then you'll provide it on $aero bc of depth (tough to beat them on exactly the same model) - if you're looking to just trade and UI then coinbase beats them bc they're the aggregator"
X Link @masayoshisson 2025-10-07T13:14Z XXX followers, XXX engagements

"@blondesnmoney $lu still deep deep value play jumped XX% 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 XX% mc dividend (as last year) both favorable - let's see what happens"
X Link @masayoshisson 2025-10-02T21:09Z XXX followers, 1039 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 2025 - deeply integrated with 85+ mainland credit providers - transformation to fully take loan risk on"
X Link @masayoshisson 2025-09-19T14:21Z XXX followers, XXX engagements