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@pandawatch88 Avatar @pandawatch88 labubuwatch

labubuwatch posts on X about china, $3888hk, $hood, $shop the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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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 XXXX% finance XXXX% countries XXXX% technology brands XXXX% celebrities XXXX% cryptocurrencies XXXX% social networks XXXX% travel destinations XXXX%

Social topic influence china 1.2%, $3888hk #6, $hood #222, $shop #692, alibaba 0.34%, microsoft 0.34%, tencent #178, market cap #2332, money 0.34%, crypto sports XXXX%

Top accounts mentioned or mentioned by @aceboy8844 @reticulosaurus @valuepraya @chrisrinvesting @1lemonaday @capitalatrisk23 @notcryptonative @akl_019 @investingichina @maiuspartners @dragoninvest470 @jjnews002 @lowalphahighvol @multifolio @globalstockpick @mikefritzell @achillesdes @mxschumacher @liqianren @bauhiniacapital

Top assets mentioned Robinhood Markets, Inc. (HOOD) Shopify Inc (SHOP) Microsoft Corp. (MSFT) Crypto Sports (CSPN) Applovin Corporation (APP) Spotify Technology (SPOT) Yum China Holdings, Inc. Common Stock (YUMC) Texas Instruments (TXN) Fastenal Company (FAST)

Top Social Posts #

Top posts by engagements in the last XX hours

"Gamble peasant gamble Your neighbour is getting rich why you so poor why wife no hermes kelly why you no ticket to US open and NYC usd1k hotel room with fiji plastic bottle Gamble moarr now ok"
X Link @pandawatch88 2025-10-14T13:58Z 4396 followers, 3678 engagements

"Kuaishou and Wuxi Apptec raising from the ashes in 2025. Beauty Farm small stonk pumping. Moutai still holding at 20x PE despite the double whammy of buyers stuffed and party-not-party regulation enforcement (last time around in 2014 - life is a flat circle - it got to 10-12x PE and price proceeded to 10x from there). Imagine they get serious about buybacks with all that cash"
X Link @pandawatch88 2025-07-26T13:51Z 4395 followers, 1483 engagements

"Mobvista up XXX% in XX days because apparently it is now the Applovin of China Vobile up XX% because it is The Trade Desk and Weimob follows suit up XX% today because it is now Shopify. Bored people finding 2nd derivatives are a powerful force in markets"
X Link @pandawatch88 2024-11-14T05:29Z 4396 followers, 3520 engagements

"Mainland uncles still not able to buy Alibaba shares in their own currency is quite something"
X Link @pandawatch88 2025-10-06T05:52Z 4396 followers, 1634 engagements

"@Citrini7 Since when one cannot trade on robinhood from prison This is news to me"
X Link @pandawatch88 2025-10-15T15:49Z 4396 followers, XXX engagements

"Important chart (for me): paying ratio. (I actually don't care about the ratio I care that they pay). Then lets look at ARPUs: -TME and Meitu subscribers pay like usd2 a month. -Kingsoft WPS (not in the chart) also around usd2 a month. Is that litlle or a lot Let's see: -One year of microsoft and spotify in the US costs usd220 vs one year of WPS and tencent music in China costs usd40. China XX% cheaper. -millennials in China are paying usd35k for the cheap version of the Xiaomi YU7 and the same guys in the US are paying usd45k for the cheap version of Tesla YChina is XX% cheaper. People are"
X Link @pandawatch88 2025-07-10T15:17Z 4395 followers, 1836 engagements

"no Cambricon (gasp) And Kingsoft Cloud and I mean if you are going to put Yum China and SF and Gree (seriously) you may as well put QFIN and Mobvista. This feels as random as an Asia Top XX bars list"
X Link @pandawatch88 2025-10-01T14:37Z 4396 followers, 3938 engagements

"funny too how back in 20219-21 Weimob was the darling and Youzan the gigadodgy scamco with the founder showing up half drunk to panels. X years on and Weimob has imploded while Youzan still holding there having streamlined the corporate structure brought in E&Y as auditor doing a bit of buyback maybe upgrade to main board. if it wasn't because "the Shopify of China" is an impossibility I would buy a bit just to see what happens. On annualized 1H25 35x PE. LTM 3.5x PS still below Weimob and the rest of the software squad Kingdee Beisen Mingyuan Cloud. Only the ERP guys Inspur DE and Chanjet"
X Link @pandawatch88 2025-08-17T15:58Z 4395 followers, 1342 engagements

"Silergy @DaBao_ (Not today in 5-10 years)"
X Link @pandawatch88 2025-08-08T05:26Z 4396 followers, 1612 engagements

"Kingsoft back to square one for 2025. It is breaking so many hearts this year: first everyone excited on AI for their office software then they say monetization slow. second everybody excited about the game pipeline then Mecha crashes in Steam So here we are 16x PE cash half of market cap and 20-30% discount to sotp (my sotp you do yours). Next catalyst results end of Aug. They started minibuybacks last week. They like it below XX like post 1Q25. If you put a XX% discount on cash XX% discount to Kingsoft Cloud and value games at 5x PE you are getting Kingsoft Office at a fair 25x PE. The same"
X Link @pandawatch88 2025-07-13T16:14Z 4395 followers, 1349 engagements

"why is everyone so outraged at the addition of "and this shall include XX% owned subsidiaries" It is totally in line with the existing restrictions not broadening the scope. Imagine China adding Raytheon and XX subs to the export control list then Raytheon sets up a new sub XX% owned by them XX% owned by the next door restaurant and that one is outside the scope of sanctions C'mon guys"
X Link @pandawatch88 2025-10-12T03:36Z 4395 followers, XXX engagements

"Sooo are we finally going to make money on Kingsoft"
X Link @pandawatch88 2025-10-11T07:31Z 4395 followers, 7496 engagements

"Lol. Well hey for gp owners at fund X and above I will allow it jean salata or david liu or shan or richard ong.as long as it is a special edition one pls dont show up with same as the KKR associate. No way a PE fund X guy shows up with nautilus to see US uni endowment guys wearing apples. Hopefully (for him)"
X Link @pandawatch88 2025-09-15T12:58Z 4395 followers, XXX engagements

"@Siberian_TigerX The guidance is lower spending in Q4"
X Link @pandawatch88 2025-10-14T00:23Z 4395 followers, XXX engagements

"Weimob is trading at 1.7x because their SaaS business is hurting. But the non SaaS XX% of revenue is super levered to Tencent video account advertising. Grew at XX% last year (Tencent owns stakes in Weimob and Youzan). Tencent shift to advertising/monetization is a tailwind"
X Link @pandawatch88 2024-06-05T12:53Z 4395 followers, 1285 engagements

"@paddycheung82 Elon Musk with chinese characteristics"
X Link @pandawatch88 2025-10-15T05:15Z 4396 followers, XX engagements

"Everything you always wanted to know but were afraid to ask. September edition"
X Link @pandawatch88 2025-09-30T12:04Z 4396 followers, 24.5K engagements

"Nobody wants to pay for AI in existing productivity apps. Not with Kingsoft Office not with Microsoft XXX. The solution is to pushing the AI functionality down the subscriber throat and if you have pricing power like MSFT raise the prices of the whole package by giving people things to don't use and don't want to. On enterprise they probably push the AI it to the CTO who is in fear of being blamed by the CEO of not "enabling the workers" even though end users don't care. For now AI stuff stays in AI native apps. I want a letter done I ask Open AI and tweak it there not copilot in Word"
X Link @pandawatch88 2025-07-08T13:47Z 4395 followers, 1115 engagements

"The bubble in Seoul real estate keeps going prices up 3x in XX years and from 1.8x the national avg to 2.6x. Feels totally artificial because Seoul has plenty of space for new developments right in the city center (the pic is in Myeong dong 1.5km from SFC/Westin Chosun 1km to Lotte/Shinseage etc many lots like this not even X stories villas but literally entire blocks of shacks from the 60s). The bubble means everyone has FOMO and many of them deep anxiety about not being able to ever own a flat. In an already mega competitive society this throws gasoline on fire. Crazy and a bit sad"
X Link @pandawatch88 2025-10-12T08:21Z 4396 followers, 50.3K engagements

"JD Health up XXX% and now a usd25bn market cap company. Where did that came from. GLP1 + bubble tea value pack on your doorstep in less than XX mins. JD market cap is usd45bn and their stake in JD Health is 67%"
X Link @pandawatch88 2025-09-04T13:54Z 4395 followers, 6391 engagements

"Refresh good pod on Fastenal if you are looking at JD Industrials IPO coming up"
X Link @pandawatch88 2025-10-01T07:18Z 4396 followers, 2390 engagements

"Answer: yes some at least for now. The reason I haven't sold Kingsoft yet despite the lagging numbers (theres growth just not much not monetizing AI) is because I dont want to make the same mistake as with SMIC (and yes very different biz blah blah etc etc but if you take X steps back and look at it from afar with the eyes semiclosed sunglasses on margarita in hand the same way retail uncles do it goes in the same basket). My view is this is a 10-15% bottom line growth business long term (75% base case then XX% chance AI kills it and XX% chance it grows 30%) the pro move here is sell now and"
X Link @pandawatch88 2025-10-13T02:18Z 4395 followers, 4394 engagements

"I missed this. I guess the enemy of my enemy is my friend JD🤝Meituan"
X Link @pandawatch88 2025-10-15T12:00Z 4396 followers, XXX engagements

"Baba JD and Meituan investment (or expenses if you are into gaap) in Quick Commerce during Q2 were rmb12-14bn each (usd2bn). This erased JD and Meituan Q2 ebit. Zero. Alibaba just guided this number to be rmb35bn/usd5bn for the quarter ended September 🫩 JD and Meituan ebit in Q3 last year was rmb12-15bn. yOu Do tHE mATh. No wonder share buybacks were put on hold. Looks like it will be Alibaba and not the regulator who decides when this ends"
X Link @pandawatch88 2025-10-13T15:37Z 4396 followers, 4896 engagements

"Is that Eddie Wu next to jack with a "who tf is this" face"
X Link @pandawatch88 2025-10-11T15:38Z 4396 followers, 3787 engagements

"Europe first blood. X - X (pre tariffs)"
X Link @pandawatch88 2025-09-26T14:36Z 4396 followers, XXX engagements