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@CFALarryCheung "The Nikkei $NKY and $DAX are down over X% while only a handful of mega-cap stocks are propping up the S&P XXX. This narrow leadership with just a few names like $NVDA and $AAPL carrying the index feels like a market top. But is it"
@CFALarryCheung on X 2025-07-28 18:13:16 UTC 4178 followers, XXX engagements

"Circle Internet ( $CRCL) is getting hit hard this morning down -X% pre-market after the Bank for International Settlements (BIS) dropped a warning on stablecoins. The BIS called out risks like monetary sovereignty threats and lack of transparency"
@CFALarryCheung on X 2025-06-24 13:35:55 UTC 4259 followers, 1179 engagements

"$BABA is at my DCF bear case. Sure it can fail to bounce - unlike $CRM $PDD $TCOM $AAPL and countless others But what usually happens when something's at my bear case Let me show you an emoji. 📈"
@CFALarryCheung on X 2025-07-10 01:30:25 UTC 4776 followers, 2643 engagements

"@markoinny When XX% of S&P stocks drive gains its a classic late-cycle warning (see 1999 2007 2021)"
@CFALarryCheung on X 2025-07-28 18:13:43 UTC 4792 followers, X engagements

"Morgan Stanleys Mike Wilson once Wall Streets most vocal bear has flipped bullish predicting the S&P XXX $SPX could hit 7200 within a year (a XX% rally from current levels). This is a seismic shift from the strategist who warned of a rolling bear market just months ago"
@CFALarryCheung on X 2025-07-28 18:11:08 UTC 4178 followers, XXX engagements

"Investors are paying more than double for U.S. earnings vs. China. Whether its justified or notthats the bet. $BABA $BIDU"
@CFALarryCheung on X 2025-07-25 21:28:03 UTC 4178 followers, 1575 engagements