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# ![@BrianTycangco Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::25839119.png) @BrianTycangco Brian Tycangco 鄭彥渊

Brian Tycangco 鄭彥渊 posts on X about $baba, baba, china, alibaba the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::25839119/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25839119/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +58%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +114%

### Mentions: XX [#](/creator/twitter::25839119/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25839119/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +13%
- X Months XXXXX -XX%
- X Year XXXXX +119%

### Followers: XXXXXX [#](/creator/twitter::25839119/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25839119/c:line/m:followers.svg)

- X Week XXXXXX +0.59%
- X Month XXXXXX +3.60%
- X Months XXXXXX +12%
- X Year XXXXXX +52%

### CreatorRank: XXXXXXX [#](/creator/twitter::25839119/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25839119/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::25839119/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXX% [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$baba](/topic/$baba) #8, [baba](/topic/baba) #2031, [china](/topic/china) #1134, [alibaba](/topic/alibaba) #180, [hong kong](/topic/hong-kong) #413, [$kweb](/topic/$kweb) #14, [stocks](/topic/stocks) #1534, [$jd](/topic/$jd) #74, [$bidu](/topic/$bidu) #39, [nio](/topic/nio) #348

**Top accounts mentioned or mentioned by**
[@hkexgroup](/creator/undefined) [@scmpnews](/creator/undefined) [@markets](/creator/undefined) [@yahoo](/creator/undefined) [@kuaishouvideos](/creator/undefined) [@technology](/creator/undefined) [@cnevpost](/creator/undefined) [@consom888](/creator/undefined) [@psychometriks](/creator/undefined) [@kamran18736336](/creator/undefined) [@quietticker1929](/creator/undefined) [@yahoofinance](/creator/undefined) [@fritz844](/creator/undefined) [@retaillng](/creator/undefined) [@karl77573036](/creator/undefined) [@antgroup](/creator/undefined) [@devrlast](/creator/undefined) [@noneotherthanwe](/creator/undefined) [@basedjensen](/creator/undefined) [@why__knot](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [POP MART  (PMRTY)](/topic/$pmrty) [Lennox International, Inc. (LII)](/topic/$li) [MP Materials Corp. (MP)](/topic/$mp) [Sea Limited (SE)](/topic/$se) [SPDR GOLD ETF (GLD)](/topic/$gld) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Newmont Corporation (NEM)](/topic/$nem) [Delysium (AGI)](/topic/$agi) [AutoCrypto (AU2)](/topic/$au) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Kinross Gold Corporation (KGC)](/topic/$kgc) [Bitcoin (BTC)](/topic/bitcoin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts [#](/creator/twitter::25839119/posts)
---
Top posts by engagements in the last XX hours

"Bruh. Technology from XX years ago is nowhere to be found in Chinas rare earth processing industry. This is like saying China allowed the US to take advantage of its gunpowder technology and now coercing China and the rest of the world with its military"  
[X Link](https://x.com/BrianTycangco/status/1981044318191440233) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-22T17:05Z 25.7K followers, 22.7K engagements


"Didi Chuxing $DIDIY breaking out convincingly from that $XXXX resistance. Wow. China's dominant ride-hailing company is fast turning into an AI-related play with its revolutionary Safety Agent to address long-standing concerns about safety and security of passengers. #China $UBER $BIDU $TCEHY"  
[X Link](https://x.com/BrianTycangco/status/1945713979273478338) [@BrianTycangco](/creator/x/BrianTycangco) 2025-07-17T05:15Z 25.7K followers, 2928 engagements


"What a difference being included in the #StockConnect makes. Li Auto $LI Xpeng $XPEV and Leapmotor are now owned XXXX% XXXX% and XX% by mainland Chinese investors. Their shares are up XX% to XXX% in the past XX months vs. $NIO's X% gain. But NIO has been on 🔥 lately. Some say it's optimism about its L90 model. But could there be some development around hopes of a HK primary listing that paves the way for Stock Connect inclusion in the near future #StocksToWatch"  
[X Link](https://x.com/BrianTycangco/status/1947959438050316734) [@BrianTycangco](/creator/x/BrianTycangco) 2025-07-23T09:58Z 25.7K followers, 7425 engagements


"Mainland investors bought up a net 10m shares of Alibaba via the #StockConnect yesterday boosting their ownership back up to 8.68%. #StocksToWatch #StocksInFocus $BABA"  
[X Link](https://x.com/BrianTycangco/status/1963152536661073960) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-03T08:10Z 25.7K followers, 5058 engagements


"This is going to be one massive IPO for Zijin Minings international gold mining operations. Something to keep an eye on. Over 1.5m oz annual production and 26m in proven and probable reserves. $ZIJMF #gold"  
[X Link](https://x.com/BrianTycangco/status/1968590322021388698) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-18T08:18Z 25.7K followers, 1968 engagements


"Lynas Rare Earths hit a new multi-year high again today on #RareEarths concept boom driven by push to secure critical metals. Most of the companys output is Neodymium-Praseodymium (NdPr) that is key to the EV revolution. $LYC.AX $LYSLF"  
[X Link](https://x.com/BrianTycangco/status/1973550256739803540) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-02T00:47Z 25.7K followers, 1684 engagements


"The US dollar is having its worst year in decades this 2025. If your currency is down against the dollar this year something is very VERY wrong with your country. In Asia only the Philippine peso and Indonesian rupiah have lost against the dollar ytd"  
[X Link](https://x.com/BrianTycangco/status/1975233024964046967) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-06T16:13Z 25.7K followers, 1724 engagements


"Lynas Rare Earths $LYC.AX $LYSDY hits new multi-year high after popping XXX% today. #StockstoWatch"  
[X Link](https://x.com/BrianTycangco/status/1976120766342234269) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-09T03:01Z 25.7K followers, 2108 engagements


"Something to think about relating to China's move to restrict #rareearths exports and Trump's reaction to what has always been on the table given increasing US sanctions against Chinese tech firms. The only major rare earth mine producing in the US today is $MP Materials' Mountain Pass mine. It has an annualized production of about 60000 metric tons of rare earth concentrate. That might sound big but this still needs to be further processed to produce rare earth oxides (REO) for commercial use. Of the 60000 MP needs XX% (48000 tons) to extract and refine only about 2400 metric tons of"  
[X Link](https://x.com/BrianTycangco/status/1976844620790431889) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-11T02:57Z 25.7K followers, 9940 engagements


"HUGE day for the #StockConnect with southbound net inflow reaching a 2-month high of US$2.54 billion. Huahong Semi Xiaomi $XIACF and Meituan $MPNGF were the recipients of the biggest inflows. But Alibaba $BABA saw a net outflow of US$208 million while Tencent $TCEHY suffered the biggest net outflow of US$315 million. #StocksToWatch"  
[X Link](https://x.com/BrianTycangco/status/1977683468319707617) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-13T10:30Z 25.7K followers, 4233 engagements


"The timing of this move couldn't be more suspect following Beijing's retaliatory #rareearths export policy. But it also puts to question other investments in the Netherlands and paints a target on $ASML which is extremely dependent on rare earths for its advanced DUV/EUV chipmaking equipment"  
[X Link](https://x.com/BrianTycangco/status/1977713660504993973) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-13T12:30Z 25.7K followers, 6460 engagements


"The official White House account. We live in a simulation"  
[X Link](https://x.com/BrianTycangco/status/1979949824540827944) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-19T16:36Z 25.7K followers, 3985 engagements


"@andrewRD_PT_MHP These are Hong Kong markets"  
[X Link](https://x.com/BrianTycangco/status/1980182244468900237) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-20T08:00Z 25.7K followers, XXX engagements


"The iPhone XX already selling at a discount in China ahead of Singles Day. $AAPL"  
[X Link](https://x.com/BrianTycangco/status/1980217998297452815) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-20T10:22Z 25.7K followers, 2613 engagements


"Bruh. Talk about a brain fart"  
[X Link](https://x.com/BrianTycangco/status/1980298341692125442) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-20T15:41Z 25.7K followers, 2159 engagements


"Just wow. $JD"  
[X Link](https://x.com/BrianTycangco/status/1839174854299496884) [@BrianTycangco](/creator/x/BrianTycangco) 2024-09-26T05:27Z 25.7K followers, 3741 engagements


"Chinese AI and chipmaking stocks listed in HK are soaring today. Sensetime +17% SMIC +23% Hua Hong Semi +25% Why Because Beijing isnt sitting on the sidelines anymore. Theyre unleashing one of the biggest - if not THE biggest - stimulus package in history. Now that funds are taking a good hard look at China again they realize these companies continue to trade at fractions of the sizes of Western peers. And that Bidens efforts to keep them down have only yielded the opposite results. Its going to be a few more years before China rivals the US for the most advanced chip design and chipmaking"  
[X Link](https://x.com/BrianTycangco/status/1842092546480341426) [@BrianTycangco](/creator/x/BrianTycangco) 2024-10-04T06:41Z 25.7K followers, 14.5K engagements


"$JD 3Q results: Revenue +5.1% to $37.1B (BEAT) ✅ Adjusted EPS +29.5% to $XXXX (Major BEAT)✅ Metrics: ➡ JD Retail rev +6.1% to $32.1B - Electronics & Appliances +2.7% to $17.5B - Gen. Merchandise +8.0% to $11.7B ➡ JD Logistics rev +6.5% to $6.3B ➡ New Biz rev -XX% to $0.7B ➡ Repurchased 15.5m ADS ($390m) shares in 3Q ➡ Has another $5B or so under new buyback program ➡ CEO Sandy Xu: We believe weve laid a solid foundation for sustainable operational and financial progress in the months and years ahead. #StocksInNews #StocksToWatch $BABA $MPNGF $PDD $KWEB #SinglesDAY"  
[X Link](https://x.com/BrianTycangco/status/1856990088439398503) [@BrianTycangco](/creator/x/BrianTycangco) 2024-11-14T09:18Z 25.7K followers, 26.4K engagements


"Sports related stimmy launched in China Here are potential winners: Anta Sports Li Ning Xtep XXX Degrees Sino Golf Yue Yuen Win Hanverky NFA. DYOR. #China #stimulus"  
[X Link](https://x.com/BrianTycangco/status/1911034571321426240) [@BrianTycangco](/creator/x/BrianTycangco) 2025-04-12T12:32Z 25.7K followers, 4852 engagements


"Xiaomi +3.7% in Hong Kong and looks like set to make a move at an ATH soon. NFA $XIACF"  
[X Link](https://x.com/BrianTycangco/status/1962783335119495503) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-02T07:43Z 25.7K followers, 1771 engagements


"Baidu jumps nearly XX% in Hong Kong on Monday 9/8. Shares pop XXX% in premarket trading. #China #AI $BIDU"  
[X Link](https://x.com/BrianTycangco/status/1964975204050075739) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-08T08:52Z 25.7K followers, 15.7K engagements


"Hang Seng Tech Index jumps another XXX% as of midday led by $JD +4.6% $BABA +2.1% $BILI +6.6% $BIDU +3.8% $MPNGF +3.3%. This despite deflationary pressures growing in latest CPI numbers. Bull market continues to gain strength. $KWEB $KTEC"  
[X Link](https://x.com/BrianTycangco/status/1965641354425536878) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-10T04:59Z 25.7K followers, 12.2K engagements


"Hesai $HSAI bags $40m #lidar order from US-based Robotaxi. That chart looks insane Pre-market up X% already. #StocksInNews #StocksToWatch HESAI-W Forges USD40M+ Lidar Order with Leading US Company"  
[X Link](https://x.com/BrianTycangco/status/1967512008225677735) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-15T08:53Z 25.7K followers, 6099 engagements


"Chinese investors have been trimming their holdings of Pop Mart via the #StockConnect. Now at just XXXXX% compared to XXXX% last month and XXXX% two months ago. $PMRTY"  
[X Link](https://x.com/BrianTycangco/status/1968517248970010743) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-18T03:27Z 25.7K followers, 2162 engagements


"Six out of every XX new cars sold in China this month will likely be an NEV. Wow. $BYDDF $NIO $LI $XPEV $GELYF $XIACF $TSLA CPCA Expects CN Sep NEV Retail Sales 1.25M Units w/ Penetration Rate 58.1%"  
[X Link](https://x.com/BrianTycangco/status/1968864326820770028) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-19T02:26Z 25.7K followers, 6585 engagements


"Incredibly smart marketing strategy by #POPMART $PMRTY"  
[X Link](https://x.com/BrianTycangco/status/1970821506633785782) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-24T12:03Z 25.7K followers, 2540 engagements


"My interpretation Overhang in BYD shares now gone. $BYDDF"  
[X Link](https://x.com/BrianTycangco/status/1971407260602839285) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-26T02:51Z 25.7K followers, 2310 engagements


"How about that cup and handle for the company that makes money serving cups of coffee all day long $LKNCY"  
[X Link](https://x.com/BrianTycangco/status/1973016841187688638) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-30T13:27Z 25.7K followers, 9541 engagements


"Record travel numbers for Chinas Golden Week bodes well for the consumer sector. $GHG $HTHT $TCOM $BABA $JD $PDD"  
[X Link](https://x.com/BrianTycangco/status/1973780106666733955) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-02T16:00Z 25.7K followers, 5603 engagements


"Boom Lynas Rare Earths. $LYC.AX $LYSLF"  
[X Link](https://x.com/BrianTycangco/status/1973975158856823250) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-03T04:55Z 25.7K followers, 2965 engagements


"Arafura Rare Earths up XXX% today on news US looking to buy equity stake in Aussie critical minerals companies. $ARU.AX $LYC.AX @Para_Tweet"  
[X Link](https://x.com/BrianTycangco/status/1973977083274768753) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-03T05:03Z 25.7K followers, 2046 engagements


"ALERT Luckin Coffee $LKNCY breakout from a very long term cup and handle formation. The longer the formation the bigger the breakout is usually. #StocksToWatch"  
[X Link](https://x.com/BrianTycangco/status/1974249056516911500) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-03T23:03Z 25.7K followers, 6951 engagements


"Beware fake #Labubu. $PMRTY POP MART Files Lawsuits in US Against XXX Merchants for Infringement: Report"  
[X Link](https://x.com/BrianTycangco/status/1975019729350971720) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-06T02:06Z 25.7K followers, 1980 engagements


"The White House: Dont invest in Chinese companies like $BABA because they have affiliates that are X% owned or controlled by the CCP. Also the White House: Were buying XX% in critical minerals companies like $MP $TMQ so we can guarantee they only sell their products to us. 🙃"  
[X Link](https://x.com/BrianTycangco/status/1975372199201808699) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-07T01:26Z 25.7K followers, 6721 engagements


"Dont forget that much like Tesla BYD isnt just an EV company. Its an EV PHEV battery smartphone and (soon) humanoid robot giant. Buffett made a killing but he sold too soon. $BYDDF BYD Surpasses Tesla in Global Battery Electric Vehicle Sales"  
[X Link](https://x.com/BrianTycangco/status/1975449322490896803) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-07T06:33Z 25.7K followers, 3259 engagements


"China controls 80-90% of global rare earth refining capacity. Getting out of its supply chain dominance is much harder than it seems. Buying up XX% stakes in REE producers is just a baby step in a loooooong journey to rare earth supply resilience. $LYC.AX $ARU.AX $MP $LAC"  
[X Link](https://x.com/BrianTycangco/status/1976105895076782426) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-09T02:02Z 25.7K followers, 4890 engagements


"ALERT China's onshore markets jump out of the gate after a very long National Day holiday break. This bull market in the East is getting going again $KBA $MCHI $FXI $KTEC $KSTR $CWEB"  
[X Link](https://x.com/BrianTycangco/status/1976119157763805398) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-09T02:54Z 25.7K followers, 5210 engagements


"Bilibili Inc. $BILI hits a long-term resistance after popping XXX% today in Hong Kong. But if this manages to break out of this level WATCH OUT #StocksToWatch #videostreaming #AI $KWEB"  
[X Link](https://x.com/BrianTycangco/status/1976235300482580767) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-09T10:36Z 25.7K followers, 1994 engagements


"UK media hates China. But UK consumers love BYD. 😅 $BYDDF UK Becomes BYD's Largest Overseas Mkt w/ Sep Sales Surging 8.8X YoY"  
[X Link](https://x.com/BrianTycangco/status/1976472280436965646) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-10T02:18Z 25.7K followers, 2278 engagements


"Dont just buy any rare earth company claiming to be the next savior of Western industry from Chinas supply chain dominance. It needs to have proven control over the whole process. From mining to processing to refining"  
[X Link](https://x.com/BrianTycangco/status/1977292365389086813) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-12T08:36Z 25.7K followers, 3037 engagements


"Lynas Rare Earths up another XXX% to open the week $LYC.AX $LYSDY"  
[X Link](https://x.com/BrianTycangco/status/1977544087634092149) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-13T01:17Z 25.7K followers, 2411 engagements


"What are the odds mainland investors went ga-ga for $BABA during todays early panic dump"  
[X Link](https://x.com/BrianTycangco/status/1977645298408476936) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-13T07:59Z 25.7K followers, 8768 engagements


"I was wrong. Gold isnt taking a break at all. This epic rush to find real store of value in a world drowning in debt is not slowing down for anything or anyone. $GLD $NEM $AGI $B $RGLD $AU $AEM $KGC"  
[X Link](https://x.com/BrianTycangco/status/1977731715406684265) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-13T13:42Z 25.7K followers, 2531 engagements


"I smell opportunity. $BABA"  
[X Link](https://x.com/BrianTycangco/status/1978062599951466613) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-14T11:37Z 25.7K followers, 9730 engagements


"Yes because (like Uncle Gordon predicted) China is collapsing ✅Exports +8.3% YTD ✅Total trade +4% YTD ✅GDP +5.3% in 1H25 ✅Caixin Mfg PMI XXXX ✅Caixin Svcs PMI XXXX ✅Industrial profits +0.9% YTD ✅FX reserves +0.5 in Sept to $3.34T ✅Car sales +11.2 in Sept ✅EV exports +100% in Sept ✅Retail sales +3.4% in Aug ✅Online retail sales +12.4% in Aug ✅CSI XXX Index +19% YTD"  
[X Link](https://x.com/BrianTycangco/status/1978272536749367600) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-15T01:31Z 25.7K followers, 27K engagements


"These stocks DGAF about trade tensions. Chinas new consumer stocks are pulling ahead. $MXUBY $PMRTY"  
[X Link](https://x.com/BrianTycangco/status/1978310443492864075) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-15T04:02Z 25.7K followers, 1935 engagements


"Gold is embarrassing all other asset classes. XX% mtd XX% ytd XXX% in 2yrs. $GLD $AU $AEM $B $AGI $NEM $KGC"  
[X Link](https://x.com/BrianTycangco/status/1978391172964860202) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-15T09:23Z 25.7K followers, 1754 engagements


"I smell fintech and @AntGroup all over this. $BABA"  
[X Link](https://x.com/BrianTycangco/status/1978392673770754252) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-15T09:29Z 25.7K followers, 15.3K engagements


"$SE is down almost XX% in a single day today on no news. This is a stock with a history of volatility and large one-day moves. Not indicative of any change in fundamentals. But likely algos triggered after someone decided to sell on a technical move (head and shoulders). Still one of the best growth stocks out there with multiple drivers. NFA"  
[X Link](https://x.com/BrianTycangco/status/1978610477304619211) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-15T23:54Z 25.7K followers, 5866 engagements


"@Kamran18736336 Comp has always been tough. $SE has several growth businesses- not just ecommerce. Gaming is back to growth and profitability while Sea Money has been going from strength to strength"  
[X Link](https://x.com/BrianTycangco/status/1978629198345589028) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-16T01:08Z 25.7K followers, XXX engagements


"$BABA #SinglesDay"  
[X Link](https://x.com/BrianTycangco/status/1978795206591000880) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-16T12:08Z 25.7K followers, 4298 engagements


"Alibaba $BABA is NOT just an ecommerce play. #AI #CloudComputing #fintech #Semiconductors Next TRILLION DOLLAR company. NFA"  
[X Link](https://x.com/BrianTycangco/status/1978996550169682387) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-17T01:28Z 25.7K followers, 10.9K engagements


"Down day in Hong Kong and mainland investors are loving it. They bought a net $809m worth of HK stocks via the #StockConnect today. But Alibaba $BABA suffered a net outflow of $276m"  
[X Link](https://x.com/BrianTycangco/status/1979137913893146998) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-17T10:50Z 25.7K followers, 5130 engagements


"1100 metric tons isnt really that big of a deal. Its big if it means total estimated contained gold - about 35m oz. But definitely not the biggest"  
[X Link](https://x.com/BrianTycangco/status/1979607243596435774) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-18T17:55Z 25.7K followers, 3678 engagements


"@zerohedge Dude. WTO rep is meaningless nowadays. Li Chenggang remains Vice Minister of Commerce and will be focusing all his efforts as Bessents counterpart in trade negotiations"  
[X Link](https://x.com/BrianTycangco/status/1980123381929500984) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-20T04:06Z 25.7K followers, 24.2K engagements


"Chinas 3Q GDP grew slightly faster than expected by 4.8%. Thats down from XXX% a year ago but its impressive given that property continues to flounder on weak sentiment. Retail sales are still holding up with online retail doing much better. $KBA $MCHI $FXI $KWEB"  
[X Link](https://x.com/BrianTycangco/status/1980236336453087644) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-20T11:35Z 25.7K followers, 3276 engagements


"The Philippines stock market has gone absolutely nowhere over the last five years. $EPHE"  
[X Link](https://x.com/BrianTycangco/status/1980285787649585517) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-20T14:51Z 25.7K followers, 1317 engagements


"Makes you kinda put the entire multi-trillion AI spend narrative into question doesnt it $NVDA $BABA"  
[X Link](https://x.com/BrianTycangco/status/1980286577420202043) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-20T14:54Z 25.7K followers, 5805 engagements


"Chinas onshore markets are holding up extremely well in light of the trade war rhetoric and ongoing correction in the Hang Seng Index. $KBA $KSTR $MCHI"  
[X Link](https://x.com/BrianTycangco/status/1981022786396057905) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-22T15:40Z 25.7K followers, 2687 engagements


"Mainland ownership of $BABA via the #StockConnect slides back closer to XX% after X straight days of net selling worth a combined US$550m"  
[X Link](https://x.com/BrianTycangco/status/1981165873756066063) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-23T01:08Z 25.7K followers, 2281 engagements


"$NIO down XX% in Hong Kong on news of GIC lawsuit. But Im wondering two things: X. Why did GIC suffer significant losses when NIO shares went up because of this. X. How is recognizing full revenue from an affiliates purchase of NIOs batteries illegal How is that worse than lending money to distributors to purchase your own products (like someone we all know 😅) without guarantee these will ever become realized sales Thoughts"  
[X Link](https://x.com/BrianTycangco/status/1978698484342739375) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-16T05:44Z 25.7K followers, 42.8K engagements


"Some people are just too castrated to man up to their own actions"  
[X Link](https://x.com/BrianTycangco/status/1979945476679143875) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-19T16:19Z 25.7K followers, 74.9K engagements


"Im old enough to remember Gazprom Yukos and Lukoil being some of the hottest stocks in the US market"  
[X Link](https://x.com/BrianTycangco/status/1981383948895998026) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-23T15:35Z 25.7K followers, 1228 engagements


"Hang Seng Tech Index closes UP XXXX% and retakes the 5000 level. 🔥 $BABA +1.48% $XIACF +2.39% $NTES +4.67% $JD +1.47% (SMIC) +7.16% $TCOM +3.09% $LI +6.19% $LNVGF +4.02% $XPEV +3.85% (BYD Electronic) +20.02% $NIO +3.77% $KWEB $KTEC $TCEHY $BIDU $BILI $PDD #StocksToWatch #AI"  
[X Link](https://x.com/BrianTycangco/status/1887416998357049371) [@BrianTycangco](/creator/x/BrianTycangco) 2025-02-06T08:24Z 25.7K followers, 15.5K engagements


"If $AMZN $META $GOOGL massive AI/cloud investments drove up the shares of $NVDA then $BABA $TCEHY etc pouring hundreds of billions of dollars into the same should benefit domestic chipmakers to a certain degree as well. #Huawei #SMIC $BIDU"  
[X Link](https://x.com/BrianTycangco/status/1893844787662569541) [@BrianTycangco](/creator/x/BrianTycangco) 2025-02-24T02:05Z 25.7K followers, 11.2K engagements


"The action in the ex-China #rareearths sector. This is not over. $LYC.AX $LYSDY $MP $ARU.AX"  
[X Link](https://x.com/BrianTycangco/status/1946029918795546926) [@BrianTycangco](/creator/x/BrianTycangco) 2025-07-18T02:11Z 25.7K followers, 1732 engagements


"Alibaba closed near its high of the day soaring XXXX% to HK$137.10 in @HKEXGroup indicating a XXXX% premium to the ADR's close on Friday. That's about US$140.70 for the $BABA ADR. Solid SOLID day. Volume today was the HIGHEST EVER recorded in Hong Kong trading for the stock. Wow #StocksToWatch $KWEB $CQQQ"  
[X Link](https://x.com/BrianTycangco/status/1962435635790450923) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-01T08:41Z 25.7K followers, 27K engagements


"Statements like these make me think an @AntGroup IPO is in the works. $BABA Ant Group Vows Not to Issue Virtual Currency or Engage in Any Form of Speculation"  
[X Link](https://x.com/BrianTycangco/status/1966048244338930146) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-11T07:56Z 25.7K followers, 5513 engagements


"When you look at the long-term chart of the Philippine peso against the US dollar and understand the implications of what's going on today due to corruption exposed by the ghost #FloodControlProjects you know where this chart is heading. $EPHE"  
[X Link](https://x.com/BrianTycangco/status/1967503227139883333) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-15T08:18Z 25.7K followers, 1786 engagements


"Funds bought a whopping net US$2.1 billion worth of Alibaba shares via the Stock Connect last week. That's 4.5X more than the next highest net buy Horizon Robot. $BABA Top XX HK Stocks w/ Highest Net Buys & Sells by Southbound #StockConnect Funds Last Week"  
[X Link](https://x.com/BrianTycangco/status/1967504099269919000) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-15T08:21Z 25.7K followers, 9303 engagements


"Mainland ownership of Alibaba via the #StockConnect ended the week at a record 10.45%. Chinese investors continue to pile in. $BABA"  
[X Link](https://x.com/BrianTycangco/status/1969321568514818532) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-20T08:43Z 25.7K followers, 12.3K engagements


"Alibaba surges X% in Hong Kong trading after company releases latest version of AI model #Qwen. Company looks ahead to developing Super Artificial Intelligence (SGI). $BABA #StocksToWatch"  
[X Link](https://x.com/BrianTycangco/status/1970686789041193112) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-24T03:08Z 25.7K followers, 12.6K engagements


"Lynas Rare Earths is up XXX% since the start of 2025 $LYC.AX $LYSDY #RareEarths"  
[X Link](https://x.com/BrianTycangco/status/1970739871246623151) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-24T06:39Z 25.7K followers, 2795 engagements


"The march of the Chinese tech continues unabated. Hang Seng Tech Index rises another XXX% on Tuesday 9/29 to reach a level not seen since November 2021 Video streaming leads: Kuaishou $KUASF +7.2%🔥 Bilibili $BILI +6.6%🔥 EV makers post solid gains: $NIO +3.1% $XPEV +3.6% $LI +2.9% $BABA adds XXX% on relentless mainland investor buying via the #StockConnect. $KWEB $JD"  
[X Link](https://x.com/BrianTycangco/status/1972987518502199309) [@BrianTycangco](/creator/x/BrianTycangco) 2025-09-30T11:30Z 25.7K followers, 5454 engagements


"Alibaba $BABA pops right out of the gate as HK markets reopen on Thursday. Now trading at a X% premium to the ADR close overnight. Looks like we might get to US$200 on the ADRs without a major pullback. In any case this isnt a stock you want to be short"  
[X Link](https://x.com/BrianTycangco/status/1973568679611867582) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-02T02:00Z 25.7K followers, 10.9K engagements


"Mainland Chinese ownership in $BABA via the #StockConnect hit a new record XXXXX% as of 10/2/25. #StocksToWatch"  
[X Link](https://x.com/BrianTycangco/status/1973943962898735378) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-03T02:51Z 25.7K followers, 3980 engagements


"Could this be a precursor to EV manufacturing by Chinese firms in the US $BYDDF $NIO $LI $XPEV"  
[X Link](https://x.com/BrianTycangco/status/1974168126121259336) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-03T17:42Z 25.7K followers, 10.3K engagements


"Chinese ADRs are doing very well relative to the performance of their counters in Hong Kong earlier today. $BIDU $XPEV $NIO leading the pack. But for $BABA to power higher by nearly X% above its HK shares is bullish ahead of this weeks reopening of the #StockConnect"  
[X Link](https://x.com/BrianTycangco/status/1975221225820753957) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-06T15:26Z 25.7K followers, 3368 engagements


"Hang Seng Tech down XXX% shortly after the open on Friday following overnight weakness on Wall Street. This is the 5th straight down day and a good break from the incredible rally we saw take place over the past few months. $KWEB $BABA $JD $TCEHY $BIDU"  
[X Link](https://x.com/BrianTycangco/status/1976466532973895688) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-10T01:55Z 25.7K followers, 6028 engagements


"Hang Seng Tech Index closes down XXX% well off the day's lows (down as much as 4.9%) as markets shrug off XXX% tariff threats and mainland investors pile in through the #StockConnect. $KWEB $KTEC Hong Kong stock premiums vs. ADR close: $BABA +5.2% premium $JD +2.6% $BIDU +4.2% $BILI +4.3% $NIO +6.3% $XPEV +3.0% $NTES +2.9% $TME +1.0% #StocksToWatch #RareEarths #TradeWar"  
[X Link](https://x.com/BrianTycangco/status/1977650254255407245) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-13T08:18Z 25.7K followers, 5217 engagements


"To those who own $BABA or thinking of owning it and worried about an unlikely delisting XX% of all outstanding shares have already been transferred for trading in @HKEXGroup where Alibaba has its primary listing"  
[X Link](https://x.com/BrianTycangco/status/1977717792414871592) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-13T12:47Z 25.7K followers, 12.9K engagements


"Despite the selloff in HSI and Hang Seng Tech Index mainland investors poured in a net US$1.1 billion into Hong Kong stocks via the #StockConnect today. Biggest recipients of fund flows were Xiaomi $XIACF Tencent $TCEHY and Pop Mart $PMRTY. Biggest outflows came from SMIC Alibaba $BABA and ZTE. #StocksToWatch"  
[X Link](https://x.com/BrianTycangco/status/1978048186498634084) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-14T10:40Z 25.7K followers, 3700 engagements


"Hong Kong markets tank on intensifying tit-for-tat trade measures between China and the US. Hang Seng Tech Index dropped XXX% today to close well below the 6130 support. We could see further downside of X% to X% in the coming days as short-term momentum turns bearish. A correction was always in the cards but it feels worse when you have to take into account the "why" of the selloff which is ultimately the uncertainty resulting from the heightened trade tensions. $KWEB $KTEC $BABA $TCEHY $JD $BIDU $BILI $KUASF $NIO $LI $XPEV"  
[X Link](https://x.com/BrianTycangco/status/1978056042983358479) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-14T11:11Z 25.7K followers, 4778 engagements


"The Philippine peso is toast. Like I said before XX is a likely target by yearend"  
[X Link](https://x.com/BrianTycangco/status/1978141563298398350) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-14T16:51Z 25.7K followers, 5420 engagements


"Sea Limited $SE has a habit of giving jittery investors whiplash. This is the 3rd time it broke down H&S formation during this uptrend since bottoming in early 2024. Watch the 200d moving average. #StocksToWatch"  
[X Link](https://x.com/BrianTycangco/status/1978653342000910357) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-16T02:44Z 25.7K followers, 3467 engagements


"I just bought my 2nd BYD hybrid vehicle. The quality just keeps getting better. As the worlds biggest market Chinese consumers have already been spoiled for choice. What Chinese brands are doing is bringing that same variety of good quality yet affordable (not cheap) cars for even smaller markets to enjoy"  
[X Link](https://x.com/BrianTycangco/status/1979205822715695564) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-17T15:20Z 25.7K followers, 5771 engagements


"The entire China semiconductor industry is thanking Washington for giving them zero foreign competition in the worlds largest market for semiconductors"  
[X Link](https://x.com/BrianTycangco/status/1979430804481777794) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-18T06:14Z 25.7K followers, 6499 engagements


"Im neither for or against China or the US. I believe both countries can and should try to coexist without the need for zero sum mentality on either side. This account saying China played its rare earth card one year too early doesnt even explain why because he has no idea and is just pulling random things out of thin air. China could have used its rare earths card when Trump launched his trade war back in 2018. They didnt. It could have launched its rare earths card when Huawei was sanctioned and attacked. They didnt. They could have used it when Washington politicians started to visit Taiwan"  
[X Link](https://x.com/BrianTycangco/status/1979449602563780924) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-18T07:28Z 25.7K followers, 89.8K engagements


"Source: WSJ 🤡 Meanwhile ✅Exports +8.3% YTD ✅Total trade +4% YTD ✅GDP +5.3% in 1H25 ✅Caixin Mfg PMI XXXX ✅Caixin Svcs PMI XXXX ✅Industrial profits +0.9% YTD ✅FX reserves +0.5 in Sept to $3.34T ✅Car sales +11.2 in Sept ✅EV exports +100% in Sept ✅Retail sales +3.4% in Aug ✅Online retail sales +12.4% in Aug"  
[X Link](https://x.com/BrianTycangco/status/1979889411753144542) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-19T12:36Z 25.7K followers, 39.8K engagements


"Hang Seng Tech pops X% at the open on Monday on improving outlook for US-China trade talks between Trump and Xi. $BABA +4.2% $JD +3.1% $BIDU +3.3% $BILI +4.8% $NIO +5.3% #StocksToWatch $KWEB"  
[X Link](https://x.com/BrianTycangco/status/1980092643398099428) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-20T02:04Z 25.7K followers, 15.1K engagements


"UPDATE ON CHINA'S DIGITAL ECONOMY: ☑Online Retail Sales reach XXX trillion yuan in Sept '25. ☑+11.4% YoY; flat MoM ☑Online retail penetration at XX% vs. XX% YoY $BABA $JD $PDD $MPNGF $KUASF $BILI $TCEHY $KWEB"  
[X Link](https://x.com/BrianTycangco/status/1980249368109445236) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-20T12:26Z 25.7K followers, 2469 engagements


"If Trump wants to have at least some degree of significant rare earth independence from China more support should be given to companies like Lynas Rare Earths which is the largest producer of refined REE outside China. $LYC.AX $LYSDY Lynas flags uncertainty over Texas rare earths plant posts profit slump -"  
[X Link](https://x.com/BrianTycangco/status/1980559856865358031) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-21T09:00Z 25.7K followers, 2039 engagements


"off to a strong Double XX start. $JD"  
[X Link](https://x.com/BrianTycangco/status/1980563728723767682) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-21T09:16Z 25.7K followers, 12.7K engagements


"Big rapid drops typically do not signal a final top of a long-running bull market"  
[X Link](https://x.com/BrianTycangco/status/1980649134857286088) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-21T14:55Z 25.7K followers, 2576 engagements


"Toyota is becoming better and better and introducing uglier versions of previous models"  
[X Link](https://x.com/BrianTycangco/status/1980663530513985584) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-21T15:52Z 25.7K followers, 1495 engagements


"Ive noticed this too. Never before have I seen a US President openly manipulating markets with constantly changing rhetoric and guidance/misguidance as if there are no consequences. A bad day for stocks I like Xi Jinping A good day for stocks Buy our soybeans or XXX% tariffs But beyond its surreal nature understanding how Trump thinks will help investors make money as markets continue hitting one new high after another. $SPX $NDX $KBA $KWEB"  
[X Link](https://x.com/BrianTycangco/status/1980892654004236618) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-22T07:03Z 25.7K followers, 15.7K engagements


"The Philippine peso is about to get a lot weaker"  
[X Link](https://x.com/BrianTycangco/status/1980919162919854141) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-22T08:48Z 25.7K followers, 3805 engagements


"Literally XX hours later it ended. 🙃 $BTC $GLD"  
[X Link](https://x.com/BrianTycangco/status/1980936900761505914) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-22T09:58Z 25.7K followers, 5135 engagements


"Im not too thrilled about how the VIX is behaving. Were just XX days away from November 1st tariff deadline. $VIX"  
[X Link](https://x.com/BrianTycangco/status/1980965777202430044) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-22T11:53Z 25.7K followers, 3511 engagements


"Have to hand it to him. This guy is an effing great salesman"  
[X Link](https://x.com/BrianTycangco/status/1981046216789283066) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-22T17:13Z 25.7K followers, 3341 engagements


"Sea Limited $SE now oversold and almost resting at the 200d moving average - a scenario which it has shown to have recovered strong in the past. #stockstowatch"  
[X Link](https://x.com/BrianTycangco/status/1981360579848859775) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-23T14:02Z 25.7K followers, 2100 engagements


"Mainland investors post net inflow into Hong Kong for 3rd straight day via the #StockConnect. Alibaba $BABA posts first net inflow in X days (US$20m)"  
[X Link](https://x.com/BrianTycangco/status/1981366828913086665) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-23T14:27Z 25.7K followers, 1597 engagements


"We are XXX% down from the all time record high in the $SPX.🙃"  
[X Link](https://x.com/BrianTycangco/status/1981010526969975240) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-22T14:51Z 25.7K followers, 1680 engagements


"Pop Mart has had a spectacular run over the past XX months. Technically looks very weak with the H&S breakdown. But fundamentally at a fwd PEG ratio of about XXX times (based on XXX% EPS growth in 2025) this does not seem overvalued. NFA $PMRTY"  
[X Link](https://x.com/BrianTycangco/status/1981397153294798916) [@BrianTycangco](/creator/x/BrianTycangco) 2025-10-23T16:27Z 25.7K followers, 1774 engagements