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@investingichina Avatar @investingichina The Great Wall Street

The Great Wall Street posts on X about $baba, $3690hk, china, $jd the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% technology brands XX% countries XXXXX% automotive brands XXXX% travel destinations XXXX% social networks XXXX% products XXXX% exchanges XXXX% finance XXXX%

Social topic influence $baba #115, $3690hk #1, china 16.67%, $jd #65, $didiy #2, meituan #22, $pdd 10.42%, $9988hk #435, baba #523, $bidu #33

Top accounts mentioned or mentioned by @catnyanpital @teslaownerssv @palaint72 @admiralrisky @hedgeyechips @joinyellowbrick @financialbase8 @boriszr @hopehope_g_hope @pkg999

Top assets mentioned Alibaba Group (BABA) XPeng Inc. (XPEV) Apple, Inc. (AAPL) Starbucks Corporation (SBUX)

Top Social Posts

Top posts by engagements in the last XX hours

"In my last $DIDIY article on the other platform I warned about thisnow its already happening to the rest of the industry: Amap (partners with $XPEV for Robotaxi aggregation platform launching 2025. As a neutral aggregator vs vertical players like $BIDU and DiDi Amap could become the Android of autonomous driving backed by $BABA ecosystem for delivery/local services integration. China Robotaxi economics approaching breakeven: vehicle costs dropped XX% to $28k monthly revenue $2.8k vs $2.2k opex = XX% loss rate. Goldman sees 500k vehicles by 2030 $47B market by 2035. But need 500+ fleet 5k"
X Link 2025-11-10T09:03Z 5224 followers, 14.3K engagements

"Meituans Dianping is feeling the pressure from Amap $BABA and theyre fighting back. This is the playbook. Dianping (Meituan $3690.HK) is committing 3B RMB over X years to rebuild and upgrade local business information infrastructure in China and globally. The core thesis: the real moat is accurate business information not rankings coupons or subsidies. If a chain shows closed but the independent shop on Dianping has correct hours menus photos and reviews accuracy beats popularity. Thats the habit-forming lock-in. Dianping has spent two decades building an AI + human verification system:"
X Link 2025-11-10T09:16Z 5224 followers, 3295 engagements

"driver picking up from multiple restaurants in one run. This is economies of scale at work. Dense demand. Route batching. This is what food delivery is all about. $BABA $9988.HK $3690.HK $JD $9618.HK"
X Link 2025-11-09T04:39Z 5224 followers, 11.2K engagements

"Its that time of the year again earnings-call clown season. Just sat through $HUYA s call. First analyst question: Could you share some color on the updates from the past quarter as well as the future outlook of this segment Management: Okay let me read the prepared remarks - AGAIN. Thanks for wasting everyones time. And if youre so desperate for color maybe ask your toddler to share some crayons with you"
X Link 2025-11-13T01:30Z 5224 followers, 1340 engagements

"New paid article is out. I break down $PDD s Q3 earnings and what stood out to me. More importantly I finally address a long-term risk Ive been overlooking for far too long one that changes how I think about Pinduoduo going forward"
X Link 2025-11-20T08:22Z 5224 followers, 3107 engagements

"Breaking: A new virus is spreading in Chinese e-commerce C-suites. $BABA has now also started using the phrase earnings will fluctuate. Strange how the same words send $PDD investors into full cardiac arrest yet when Alibaba says it everyone turns into a zen monk. Interesting. Im just waiting for $TCEHY to join the fun. Earnings will fluctuate. Next quarter maybe"
X Link 2025-11-26T01:36Z 5224 followers, 5577 engagements

"Chinas NPPA issued a record 1416 gaming licenses in 2024 the highest in X years benefiting companies like Tencent $0700.HK and NetEase $NTES. Recent approvals include Tencents Monster Hunter: Outlanders and NetEases ANANTA"
X Link 2024-12-25T13:08Z 5225 followers, 1218 engagements

"New article is out. Postcard from Shanghai: Crowds trends and surprises on the streets. What do snack lines tech stores and luxury boutiques reveal about the citys shifting dynamics Link in the description: $AAPL $005930.KS $9992.HK $MNSO"
X Link 2024-12-26T12:39Z 5228 followers, 3545 engagements

"That's how I want the students in my lecture behave too. Get up applaude and eagerly take notes. No playing with the phone. And I want two tee mugs $BABA $PDD $TCEHY $3690.Hk $1810.HK"
X Link 2025-02-17T06:59Z 5226 followers, 16.9K engagements

"Just had a walk in Lujiazui if you havent noticed the China bulls are back 🐂 $BABA $JD $PDD $TCEHY $3690.HK $1810.HK $QFIN $KWEB"
X Link 2025-02-22T10:52Z 5226 followers, 6920 engagements

"Xiaomi car factory XX% automation rate. $1810.HK"
X Link 2025-02-22T11:19Z 5226 followers, 2303 engagements

"Brutal coffee price war in China. $LKNCY just broke its once-sacred XXX price floor. Fueled by the takeout subsidy arms race between $3690.HK $JD and $BABA. And oh boy $SBUX with your 30+ RMB cups youre a luxury item undergoing uniform helical descent. A.k.a. you are screwed"
X Link 2025-06-03T03:18Z 5225 followers, 16.1K engagements

"$JD ( / JD.O) has officially launched its first Qixian Xiaochu () outlet in Beijing which began trial operations on July XX using a takeout + self-pickup model with no dine-in service. It primarily offers stir-fry dishes pasta snacks and fried rice/noodles priced between 2040 with subsidies bringing it down to 1520. This opening is part of JDs Dish Partner Recruitment Plan backed by RMB X billion to recruit partners for 1000 signature dishes each with a guaranteed X million revenue share and uncapped commissions. Chefs and restaurants only need to provide recipes and participate in product"
X Link 2025-07-23T08:51Z 5225 followers, 5813 engagements

"Turns out one of my least-read articles was the one where I basically predicted the instant retail war long before it even started. So clearly Im either a visionary or just a monkey with a typewriter. $BABA $JD $PDD $3690.HK"
X Link 2025-09-14T04:28Z 5227 followers, 2081 engagements

"Thats how powerful instant retail has become: Order a pizza and by the way a new iPhone. It shows up in XX minutes. Its a direct threat to traditional e-commercewhere fast still means next day. $BABA $JD $3690.HK"
X Link 2025-09-23T10:57Z 5226 followers, 3015 engagements

"BABA is plastering ads everywhere in the city pushing AMap () as the new competitor to Meituan Dazhong () and also advertising Taobao Instant Retail () $BABA $JD $3690.HK"
X Link 2025-10-03T10:01Z 5225 followers, 13.5K engagements

"Brazil Court to Didi: No Exclusivity on the Menu (Meituan / Didi Global On Oct XX 2025 the So Paulo Commercial Court ruled that Didis 99Food violated competition law by forcing restaurants into exclusive deals that shut out rivals most notably Meituans Keeta which launches in Brazil on Oct XX. The judge voided those clauses banned retaliation against restaurants listing elsewhere and set a 100000 BRL fine for any repeat offense. Didi had just re-entered Brazils food-delivery market this year after quitting in 2023 vowing a X billion BRLinvestment. Meituan meanwhile is rolling in with a US $1"
X Link 2025-10-23T04:23Z 5225 followers, 1392 engagements

"Frost & Sullivan predicts that by 2030 robotaxis will make up over XX% of Chinas shared mobility market just five years away. The future of urban transport is arriving fast. $BIDU $DIDIY $PONY $WRD"
X Link 2025-10-28T03:39Z 5225 followers, 4012 engagements

"New free article is out. $BABA is now using Amap as a key entry point to challenge Meituan $3690.HK in instant retail. Amap is an interesting company it beat the then-dominant Baidu Maps $BIDU from a completely losing position. So the question is: how does this company fight and win Especially relevant for whats happening between Alibaba and Meituan right now"
X Link 2025-11-06T06:21Z 5225 followers, 7581 engagements

"Amap partnering with a Robotaxi firm. Exactly what a predicted last week in my latest article on $DIDIY"
X Link 2025-11-06T11:13Z 5225 followers, 1967 engagements

"Alibabas is slowly phasing out the iconic blue and replacing it with Tmall orange on delivery uniforms. Brand integration happening right now. $BABA $9988.HK"
X Link 2025-11-09T08:15Z 5225 followers, 2815 engagements

"$DIDIY upgrades membership benefits twice in under XX days. Free dispatch waiting waivers upgrades even Hilton and Haidilao perks for top V7/V8 riders. Its not fighting price wars anymore its buying loyalty. The more you ride the deeper you stay. Classic ecosystem lock-in China style"
X Link 2025-11-12T03:19Z 5225 followers, 2223 engagements

"$LKNCY aiming for a full Nasdaq comeback five years after the fraud scandal and delisting Luckin Coffee has pulled off one of the cleanest turnarounds in Chinas consumer space"
X Link 2025-11-13T03:01Z 5225 followers, 1396 engagements

"If your research on Tencent $700.HK $DIDIY is downloading the global version of WeChat Didi or . clicking around for five minutes and concluding not impressive you havent done the work. Youre judging a mainland super-app by the stripped-down export version built for regulators tourists and overseas afterthought use cases. In mainland China these apps are different products: far more functions deeper integration with payments mini-apps mobility local services social graph and commerce. The English/international builds are neutered shells. Dont let that fool you into thinking youve done product"
X Link 2025-11-16T23:59Z 5225 followers, 4746 engagements

"Kuaishou Q3 2025: DAU 416M (+2%) MAU 731M (+2%). GMV RMB385B (+15%). Revenue RMB35.6B (+14%). Gross profit RMB19.4B (+15%). Net profit RMB4.5B vs RMB3.3B (+36%). Adjusted net profit RMB5.0B vs RMB3.9B (+28%). Domestic operating profit RMB5.4B vs RMB3.5B"
X Link 2025-11-19T09:56Z 5225 followers, 1451 engagements

"When ByteDance went down after Meituan $HK.3690 Meituan's stock cratered below HK$65 even though earnings barely moved. Fast forward: $BABA attacks earnings are a dumpster fire yet the stock still trades above HK$100. So was the ByteDance panic an overreactionor the Alibaba aftermath an underreaction You judge"
X Link 2025-11-28T09:55Z 5225 followers, 5355 engagements

"As a rule of thumb: if a company keeps telling you it has a moat or consumer mindshare it doesnt. If it really has it it never needs to say it. Exhibit A: Tencent never talks about its moat or mindshare and absolutely owns both. $JD on the other hand has been chanting consumer mindshare for years without actually having it. Which brings us to Meituan the fact they now repeat consumer mindshare every other sentence on the call tells you exactly how hard $BABA is chewing into it"
X Link 2025-11-29T04:45Z 5225 followers, 16.1K engagements

"$DIDIY Q3 2025 earnings are out. Theyre worse than I feared. The China business still looks okay but the parts that already worried me turned out even worse than I initially thought"
X Link 2025-11-29T09:56Z 5225 followers, 2076 engagements

"$Huya just announced Goose Goose Duck mobile will enter open beta in Chinese mainland on Jan X 2026 🎮 Co-published with Kingsoft Shiyou the title already has 10M+ pre-registrations. A big step in Huyas game publishing push powered by its streamer and content ecosystem"
X Link 2025-12-08T23:56Z 5225 followers, XXX engagements

"New article out. I explain the simple strategy I used this year to boost my China portfolio returns"
X Link 2025-12-09T08:47Z 5225 followers, 1278 engagements

"New paid article is out Company trading at 1x enterprise value with a XX% dividend payout rate has just restarted share buybacks for the first time in two years after publishing a positive business update"
X Link 2025-12-11T09:15Z 5224 followers, XXX engagements