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@blondesnmoney Avatar @blondesnmoney Cluseau Investments

There are increased discussions about investing in Chinese companies, with some users expressing interest in buying Chinese fintech and other related stocks. Additionally, some users are sharing their experiences and thoughts on various stocks, including $KSCI, $SNDK, and $WDC. Market trends and fluctuations are also being closely watched, particularly in the AI and tech sectors.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence #

Social category influence finance XXXX% countries XXXX% stocks XXXX% technology brands XXXX% currencies XXX% social networks XXX% travel destinations XXX% celebrities XXX% musicians XXX%

Social topic influence china 0.39%, $kspi #1, money 0.2%, $mu #68, $sndk #13, $powl #2, $wdc #11, $fix #5, $iesc #2, a meme #111

Top accounts mentioned or mentioned by @joinyellowbrick @apkramar @stoked_on_waves @ibladesi @jnconkle @investornick @hcbgreatwall @basedstatistic @reitmafia @stokedonwaves @aureliusltd28 @dj_ebitda @justbankstocks @linglingfool @parrotcapital @consensusgurus @investor_nick_ @ron284ron @yakker112 @rennyzucker

Top assets mentioned Micron Technology, Inc. (MU) Sandisk Corporation Common Stock (SNDK) Powell Industries Inc (POWL) Western Digital Corp (WDC) Comfort Systems USA, Inc. (FIX) IES Holdings, Inc. Common Stock (IESC) Carvana Co. (CVNA) Banco Macro S.A. (BMA) Treehouse Foods, Inc. (THS) Microsoft Corp. (MSFT) Match Group Inc (MTCH) Apollo Global Management, Inc. (APO) Upstart Holdings, Inc. Common stock (UPST) Synchrony Financial (SYF) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) RAI Finance (SOFI) Affirm Holdings, Inc. Class A Common Stock (AFRM) Bread Financial Holdings, Inc. (BFH) Main Street Capital Corporation (MAIN) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Lincoln National Corporation (LNC) Jackson Financial Inc. (JXN) Thomson Reuters Corporation (TRI) S&P Global Inc (SPGI) Spirit Airlines, Inc. (SAVE)

Top Social Posts #

Top posts by engagements in the last XX hours

"The reason DKNG is getting slammed is because in the society we will in they're aren't really factions anymore but rather conglomorates and corporations that control the country and having International Continental Exchange (Sprcher Loeffler) back Polymarket means the gov won't touch it"
X Link @blondesnmoney 2025-10-07T14:05Z 49.1K followers, 42.8K engagements

"Revisiting CGEO here the nice thing about it is the Net Asset Value isn't opaque since the largest holding Bank of Georgia is publicly traded. Finished Q2 at 6540 and Finished Q3 up XXXX% to 7305 doesn't take a genius to realize CGEO NAV should be up something in that neighborhood. What's also nice is CGEO has to keep the BGEO position at a certain weight to avoid tax consequences so as it goes up they trim and use the cash to repurchase their own shares at a XX% discount to net asset value. Simply put means you are getting a good deal on CGEO"
X Link @blondesnmoney 2025-10-13T14:42Z 49.1K followers, 23K engagements

""Don the 6640's we sold Monday are in the money. Do something""
X Link @blondesnmoney 2025-10-14T19:49Z 49.1K followers, 15.5K engagements

"$ARGT $BBAR $GGAL and $BMA likely to go bananas today"
X Link @blondesnmoney 2025-09-22T13:24Z 48.9K followers, 66.4K engagements

"Picked up some TreeHouse Foods $THS as a speculative position. Extremely suspect volume in XX strike calls (4.7k) and XX calls (2.2k) and readership interest spike. Getting bought"
X Link @blondesnmoney 2025-09-29T15:06Z 49.1K followers, 95.4K engagements

"Never understood why so many NYC finance peeps spend so much money on stuff that is obviously overpriced just to get a reaction like "Omg you spent so much money on that" Rent I get but if you spend $XXX on a T-shirt or $1000 a month on a gym it's not a flex you're a self selecting retard"
X Link @blondesnmoney 2025-03-16T16:14Z 49.1K followers, 356.2K engagements

"Within "AI" oriented names I own $WDC $MU $SNDK. I also have $FIX (which I don't quite understand anymore but guess it's finally time I'm on the right side of a meme) $POWL and $IESC"
X Link @blondesnmoney 2025-10-01T15:04Z 49.1K followers, 48.2K engagements

"That Papa John's spread is fat. Purported $XX offer trading at $XX in the after hours session. People think fake news or they say no Hasn't traded in the 60's for more than a year. Curious if anyone has thoughts on it"
X Link @blondesnmoney 2025-10-14T23:44Z 49.1K followers, 16.7K engagements

"@Biohazard3737 microsoft teams"
X Link @blondesnmoney 2025-10-08T15:39Z 49.1K followers, 1375 engagements

"@DJ_EBITDA Lack of hurricanes + FL litigation reform is a nice tailwind for reinsurers. Should leave to softening prices though which will benefit the FL insurers who will in turn pass on the savings due to competition but that will be 2027 or 2028"
X Link @blondesnmoney 2025-10-03T14:17Z 49.1K followers, XXX engagements

"Look a lot of these are garbage and honestly I'm short a good chunk of the list. But even I don't get it now"
X Link @blondesnmoney 2025-10-03T18:38Z 48.9K followers, 12.1K engagements

"Banks - up XXX bps Small caps - up XX bps BDC's - Destruction Something is going on"
X Link @blondesnmoney 2025-10-03T18:34Z 49.1K followers, 176.1K engagements

"* RFK: "I AM HEARING PRELIMINARY REPORTS THAT TYLENHOL WAS FOUND IN CHINESE COOKING OIL""
X Link @blondesnmoney 2025-10-14T20:10Z 49.1K followers, 9704 engagements

"I like $MTCH and I have a feeling the Meta stuff turns out to be no big deal. On the flip side the bears on this stock are ferocious and I can already hear the "melting ice cube" argument so I am regrettably closing the entire position today. Sad but frees up some space"
X Link @blondesnmoney 2025-09-22T19:42Z 49.1K followers, 87.2K engagements

""Ok Igor why don't I say something about rare earths" "No Donald we are short the 6630 puts". "Ok uh what about Ukraine" "No no Donald let's try cooking oil" "Brilliant thanks Igor""
X Link @blondesnmoney 2025-10-14T20:02Z 49.1K followers, 5022 engagements

"Voice in my head keeps telling me to buy Chinese fintech"
X Link @blondesnmoney 2025-10-02T19:42Z 49.1K followers, 74.2K engagements

"Average Friday experience"
X Link @blondesnmoney 2025-10-10T22:09Z 49.1K followers, 12.8K engagements

"Voice in my head keeps telling me to buy more China"
X Link @blondesnmoney 2025-02-06T02:46Z 49.1K followers, 200.6K engagements

"Mebuki Financial all time high"
X Link @blondesnmoney 2025-08-07T00:36Z 49.1K followers, 11.9K engagements

"Here we go again"
X Link @blondesnmoney 2025-10-14T19:39Z 49.1K followers, 11.3K engagements

"You never know how good you have it until it's gone"
X Link @blondesnmoney 2025-09-29T00:34Z 49.1K followers, 851.7K engagements

"Total clusterfuck"
X Link @blondesnmoney 2025-10-14T20:53Z 49.1K followers, 31.9K engagements

"Looks like consumer credit is getting pounded today. $SOFI $SYF $UPST $AFRM $PGY $BFH What's really interesting it seems attributable to two recent events: deterioration in $CVNA securitizations and weakness in $UPST delinquency The most interesting thing I've heard however is that people are concerned AI is making it difficult for new job market entrants to find employment which seems to hurt the student loan aspect $NAVI and the $SOFI's of the world the most"
X Link @blondesnmoney 2025-09-30T15:22Z 49.1K followers, 55.2K engagements

"$ACMR I messed up and sold"
X Link @blondesnmoney 2025-10-01T15:04Z 48.9K followers, 7033 engagements

"Bloomberg: Ukraine ready to accept XX day truce $KSPI moving"
X Link @blondesnmoney 2025-03-11T18:04Z 48.9K followers, 14.3K engagements

"Today I learned the second largest antimony producer trades at 5x EBITDA"
X Link @blondesnmoney 2025-10-13T15:14Z 48.9K followers, 70.4K engagements

"@PitchCapInvest IGIC and a basket of Japanese equities I treat as a combined thing"
X Link @blondesnmoney 2025-10-08T20:13Z 49.1K followers, XXX engagements

"@Apo98388625 Totally sold BABA Tencent Music. I have some pure China positions like Modern Dental Group but hopefully not impacted by this. Guess we will see"
X Link @blondesnmoney 2025-10-11T17:40Z 48.9K followers, XXX engagements

"Fellas if you need a pitch idea for an interview / application I think I have one for you. A company called Servotronics $SVT received a cash offer by Transdigm at $XX a share last week. A few days later a third party made a competing bid and Transdigm sweetened the offer to $XX a share. There is a company I used to follow called Star Equity $STRR. It's a mini investment co that owns a few small construction businesses and has a tiny equity portfolio frankly it's just too small to be feasible in my opinion. It's run by a turnaround guy named Jeff Eberwein and now he is trying to merge it with"
X Link @blondesnmoney 2025-05-30T19:24Z 49.1K followers, 219.3K engagements

"@stoked_on_waves @pulte Pretty sure he's just pissed Fico outperformed his value bags and now he is trying to stick it to Fico"
X Link @blondesnmoney 2025-10-14T20:46Z 49.1K followers, 1813 engagements

"On today's rendition of Doja Cat's "Paint the Town Red" BDC's barrel towards fresh lows. I'm short a few names on this list (I don't get the $MAIN valuation equity exposure for upside blah blah) but with a good chunk of names below XX% of tangible book probably worth figuring out what sucks and what doesn't"
X Link @blondesnmoney 2025-10-07T21:08Z 49.1K followers, 89.8K engagements

"WESTERN DIGITAL"
X Link @blondesnmoney 2025-10-01T15:02Z 49.1K followers, 14.5K engagements

"Capital Markets Rare Earths and AI Infrastructure names continue to crush the market as investors chase the next big thing. Here are X lesser-known names with pure-play exposure that have caught my eye"
X Link @blondesnmoney 2025-10-15T14:37Z 49.1K followers, 15.5K engagements

"Anyone here follow $CLBT"
X Link @blondesnmoney 2025-10-13T14:46Z 49.1K followers, 15.7K engagements

"Anyone else feeling bullish on Chinese internet Feel like $JD and $BIDU have room to run"
X Link @blondesnmoney 2025-09-09T16:00Z 49.1K followers, 94.1K engagements

"Fresh all time high. Todays moves: Reduce $HCI ahead of the hurricane Add $CUBI Increase $WLFC which has been a major driver of returns. I sold my entire position earlier this year at XX annoying to buy it back at XXX but kinda like the $IGIC pitch last November at $XX Late is better than never Bought more 6078 in Hong Kong last night Sold some S&P XXX etfs. Man I never do well with those"
X Link @blondesnmoney 2024-09-25T20:10Z 49.1K followers, 80K engagements

"Japan Financial Engineering Trade #1: Kansai Paint 4613 is a signatory on the JPX List of Companies attempting to improve corporate governance / shareholder returns. Over the weekend they announced plans to raise XXX Billion Yen XX Billion of which will be exclusively dedicated for share repurchases. Trades at a P/E of X a significant discount to Nippon Paint (4612 - Cute how they are so close together) After cancelling about XX% of shares over the past three years they should be on track to cancel another XX% this year. Besides paint seems like a pretty simple business Maybe re-rates to 12x"
X Link @blondesnmoney 2024-02-26T05:55Z 49.1K followers, 9166 engagements

"@linglingfool onit management team is blinder than stevie wonder man holy shit. trades at 5x earnings and they bemoan the stock is at a discount. have they heard of a buyback maybe if glen messina wasnt shoving XX million of executive comp up everyones ass it wouldnt trade like total shit"
X Link @blondesnmoney 2025-10-06T19:00Z 49K followers, 1328 engagements

"Nice to finally break even on $KSPI. At 8x earnings and XX% growth I think it's still on the cheaper side. It got banged down to $XX just a few weeks ago on continual concerns of a slowdown or regulatory crackdown but they just keep blowing competitors away. They made a wise move to agree to integrate Kazakh competitors like Halyk (who I also own) into their QR payments system so the regulatory pressure has abated. Halyk is an all in one super app banking groceries ride share payments. Imagine Square Instacart Doordash Uber Amazon and JP Morgan all in one app. That's Kaspi. Income is a bit on"
X Link @blondesnmoney 2025-08-08T15:33Z 49.1K followers, 25.9K engagements

"Nice results out of $LNC. I'm still long $JXN I like they way the company is run and I think the capital allocation is excellent. Investment portfolio is strong and I think there is a long term tailwind behind variable / structured (capped downside) annuities. An optimistic range would be something between XX to 105"
X Link @blondesnmoney 2025-07-31T19:29Z 49.1K followers, 20.2K engagements

"@Aureliusltd28 cubix ripoff"
X Link @blondesnmoney 2025-10-10T14:14Z 49.1K followers, 1339 engagements

"I don't own any BDC's but the BDC squad is flashing a warning sign. All names in the toilet this year and a lot of the sponsored BDC's like HSBD CGBD OBDC are absolutely tanking"
X Link @blondesnmoney 2025-09-30T17:13Z 48.9K followers, 92.5K engagements

"Seeing a lot of posts on the $CVNA insider sales what's funny is in July and August the pace was way higher more than 100k shares a day. 10k a day looks like nothing in comparison"
X Link @blondesnmoney 2025-10-04T22:56Z 49.1K followers, 15.1K engagements

"China Carpetbagging Operation 2: Long 36000 Hygeia 6078 HK at XX Forward P/E: 10.5x X Year Revenue Growth: XXX% X Year EPS Growth: XXX% Buyback: Yes Hygeia is a leading owner of cancer-oriented hospitals. Having traded as high as XXX HKD in 2021 (60x P/E) Hygeia has steadily fallen apart to just XX HKD a share. The financial performance is exceptional with earnings growing from XX cents in 2020 to XX in 2021 XX in 2022 XXXX in 2023 and on track for XXXX this year and XXXX in 2025. The company debuted at a highly unreasonable valuation. I think it is now attractive. The recent price action"
X Link @blondesnmoney 2024-09-25T01:44Z 49.1K followers, 48.2K engagements

"I cut $SNDK. More comfortable holding $MU instead. I'm usually wrong"
X Link @blondesnmoney 2025-10-03T19:34Z 49.1K followers, 51.6K engagements

"To make equity research fun again any analysts who are more than +/- XX% away from the current price should be forced to join a XX minute televised debate"
X Link @blondesnmoney 2025-10-06T20:02Z 49.1K followers, 67.1K engagements

"If the Trump Russia phone call goes well what are the kneejerk Russia names $KSPI $VEON $RBI AV Any others"
X Link @blondesnmoney 2025-05-19T14:40Z 49.1K followers, 22.8K engagements

"Interesting decline in $TRI and $SPGI. AI making it easier to ingest and clean datasets so more competition"
X Link @blondesnmoney 2025-09-25T13:50Z 49.1K followers, 15K engagements

"Thought just occured to me to track the performance of names Trump is affiliated with / names he uses to bully other countries. Average name is up XXX% YTD. Introducing the "Don" Index by me"
X Link @blondesnmoney 2025-10-02T20:24Z 49.1K followers, 103.6K engagements

"Spirit Airlines going bankrupt for the second time in XX months truly impressive"
X Link @blondesnmoney 2025-08-29T20:22Z 49.1K followers, 24.3K engagements