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@5CentsToADollar Avatar @5CentsToADollar Selena

Selena posts on X about wechat, tencent, meituan, jd health the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XX #

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Social Influence #


Social category influence technology brands social networks

Social topic influence wechat, tencent, meituan, jd health, open ai, baidu, theres a

Top Social Posts #


Top posts by engagements in the last XX hours

"@monkey_luffy @investingichina I don't think cloud is the key point re Tencent and AI. Theres new functionality in WeChat in which you can add its AI as a contact and use AI within the app itself removing the need to open your deepseek doubao openAI apps or whatever"
@5CentsToADollar Avatar @5CentsToADollar on X 2025-07-27 16:36:25 UTC XX followers, XXX engagements

"@AdmiralRisky @investingichina Are you long I don't see anyone focusing on their offline buildout much though I think it'll be pretty transformational. Like a real online +offline champion similar to Beike or Tuhu"
@5CentsToADollar Avatar @5CentsToADollar on X 2025-07-27 17:43:39 UTC XX followers, XX engagements

"@pandawatch88 Do you follow JD Health You should take a look there's some alpha there - the company started offline pharmacies in Q4 2024 and now from a baidu maps search I see a couple hundred nationwide - this buildout isn't really a sell side focus"
@5CentsToADollar Avatar @5CentsToADollar on X 2025-07-27 16:57:39 UTC XX followers, XX engagements

"@HedgeyeTech Eleme are also finally innovating in instant delivery because regulators are off their back and JD will fight to the end as it's an existential issue for them. Meituan wins long term but the market has changed"
@5CentsToADollar Avatar @5CentsToADollar on X 2025-07-27 17:17:54 UTC XX followers, XX engagements

"@AdmiralRisky @investingichina JD logistics is pretty boring but take a look at JD Health. Rx policy tailwinds + aging population + fragmented market + free traffic subsidies and most importantly huge 10000 offline pharmacy buildout that sell side isn't covering"
@5CentsToADollar Avatar @5CentsToADollar on X 2025-07-27 17:35:22 UTC XX followers, XX engagements

"@monkey_luffy @investingichina This doesn't sound that important to anyone below XX but there's a lot of boomers that know nothing about AI and this will be their first time using it. Plus with wechats ecosystem it can probably have AI read your messages and pop up with recommendations - more monetization"
@5CentsToADollar Avatar @5CentsToADollar on X 2025-07-27 16:41:17 UTC XX followers, XX engagements

"@AdmiralRisky @investingichina I'd say their GMV market share decline ever since PDD's rise. JD is known for their speedy delivery and authentic products under their 1P model but Meituan's instant delivery directly further erodes their value proposition"
@5CentsToADollar Avatar @5CentsToADollar on X 2025-07-27 17:29:34 UTC XX followers, XX engagements

"@monkey_luffy @investingichina This functionality came out a few months ago and hasn't really been publicized. But when it does Tencent will probably have more AI end users than any company in the world. Plus the WeChat app has built in payment so monetization will be much easier"
@5CentsToADollar Avatar @5CentsToADollar on X 2025-07-27 16:37:40 UTC XX followers, XXX engagements

"@investingichina @AdmiralRisky This is a reactionary move to maintain their relevance due to Meituan Ali and PDD eroding their businesses. Longing JD Health or JD Logistics and shorting JD the parent has been a good strategy the subs don't pay for the parentcos delivery subsidies but get free traffic"
@5CentsToADollar Avatar @5CentsToADollar on X 2025-07-27 16:02:09 UTC XX followers, XX engagements