# ![@EquityBrian Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2282719489.png) @EquityBrian Brian Coughlin

Brian Coughlin posts on X about $baba, china, baba, $four the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2282719489/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2282719489/c:line/m:interactions.svg)

- [--] Week [------] +9.60%
- [--] Month [-------] +92%
- [--] Months [---------] +55%
- [--] Year [---------] -5.50%

### Mentions: [--] [#](/creator/twitter::2282719489/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2282719489/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [---] +11%
- [--] Months [---] +71%
- [--] Year [-----] +27%

### Followers: [------] [#](/creator/twitter::2282719489/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2282719489/c:line/m:followers.svg)

- [--] Week [------] +0.21%
- [--] Month [------] +3.20%
- [--] Months [------] +15%
- [--] Year [------] +39%

### CreatorRank: [-------] [#](/creator/twitter::2282719489/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2282719489/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  36.36% [countries](/list/countries)  18.18% [technology brands](/list/technology-brands)  14.77% [finance](/list/finance)  14.77% [cryptocurrencies](/list/cryptocurrencies)  11.36% [travel destinations](/list/travel-destinations)  1.14% [currencies](/list/currencies)  1.14% [social networks](/list/social-networks)  0.57% [automotive brands](/list/automotive-brands)  0.57%

**Social topic influence**
[$baba](/topic/$baba) #20, [china](/topic/china) #4185, [baba](/topic/baba) #1447, [$four](/topic/$four) #7, [$bidu](/topic/$bidu) #42, [alibaba](/topic/alibaba) 3.98%, [$cpng](/topic/$cpng) #44, [business](/topic/business) 2.84%, [meta](/topic/meta) 2.84%, [$1b](/topic/$1b) #84

**Top accounts mentioned or mentioned by**
[@cronosbro](/creator/undefined) [@bluehz404](/creator/undefined) [@fredguttenberg](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@colby17201470](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@ronaldo7trades](/creator/undefined) [@tradureapp](/creator/undefined) [@dyz_ob](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@thelonginvest](/creator/undefined) [@dyzob](/creator/undefined) [@jukan05](/creator/undefined) [@globalstockpick](/creator/undefined) [@wisemancap](/creator/undefined) [@bigideascapital](/creator/undefined) [@julius5207](/creator/undefined) [@lketheopposite](/creator/undefined) [@deepvalue47](/creator/undefined) [@pandawatch88](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [4 (FOUR)](/topic/$four) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Dingdong (Cayman) Limited (DDL)](/topic/$ddl) [Landshare (LAND)](/topic/$land) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Sea Limited (SE)](/topic/$se) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Strategy (MSTR)](/topic/$mstr) [Snap, Inc. (SNAP)](/topic/$snap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BABA $TCEHY $BIDU $VNET XI CALLS SCI-TECH SELF-RELIANCE KEY TO CHINAS FUTURE President Xi Jinping said scientific and technological self-reliance is essential to building a modern socialist China during a visit to a Beijing technology innovation park. XI CALLS SCI-TECH SELF-RELIANCE KEY TO CHINAS FUTURE President Xi Jinping said scientific and technological self-reliance is essential to building a modern socialist China during a visit to a Beijing technology innovation park"  
[X Link](https://x.com/EquityBrian/status/2020895678570852554)  2026-02-09T16:20Z 10.5K followers, [----] engagements


"$BABA $TCEHY best growth and best value in China tech"  
[X Link](https://x.com/EquityBrian/status/2021328511613440089)  2026-02-10T21:00Z 10.5K followers, [----] engagements


"What are some of your best micro/small cap ($5B MC) ideas and why"  
[X Link](https://x.com/EquityBrian/status/1833989545408262571)  2024-09-11T22:02Z 10.5K followers, 51.7K engagements


"What are some of your best micro/small cap ($2B MC) ideas and why"  
[X Link](https://x.com/EquityBrian/status/1902047400279044142)  2025-03-18T17:20Z 10.5K followers, 51.3K engagements


"I wouldnt touch $MPNGY with a 10-foot pole. Easily the worst China name to own right now. CHINAS FOOD DELIVERY GIANT MEITUAN FALLS 4% IN HK AS INVESTORS FOCUS ON LATEST BATTLE WITH ALIBABA IN LOCAL SERVICES MARKET #MEITUAN $MPNGY #ALIBABA #AMAP $BABA https://t.co/QQAByrFbNy https://t.co/Zohsv0pRX0 CHINAS FOOD DELIVERY GIANT MEITUAN FALLS 4% IN HK AS INVESTORS FOCUS ON LATEST BATTLE WITH ALIBABA IN LOCAL SERVICES MARKET #MEITUAN $MPNGY #ALIBABA #AMAP $BABA https://t.co/QQAByrFbNy https://t.co/Zohsv0pRX0"  
[X Link](https://x.com/EquityBrian/status/1965963962077311079)  2025-09-11T02:21Z 10.5K followers, [----] engagements


"Took a new position in Shift4 Payments $FOUR. Heres the full write-up/thesis: https://open.substack.com/pub/coughlincapital/p/new-position-shift4-payments-fourr=16tdpn&utm_medium=ios https://open.substack.com/pub/coughlincapital/p/new-position-shift4-payments-fourr=16tdpn&utm_medium=ios"  
[X Link](https://x.com/EquityBrian/status/1970952215792865327)  2025-09-24T20:43Z 10.5K followers, 25.1K engagements


"What are some of your best micro/small cap ($5B MC) ideas and why"  
[X Link](https://x.com/EquityBrian/status/1995191814341718041)  2025-11-30T18:02Z 10.5K followers, 18.4K engagements


"If youre bullish on China there are so many interesting companies to look at. I promise you $MPNGY doesnt need to be one of them. I wouldnt touch $MPNGY with a 10-foot pole. Easily the worst China name to own right now. I wouldnt touch $MPNGY with a 10-foot pole. Easily the worst China name to own right now"  
[X Link](https://x.com/EquityBrian/status/1995321738230476894)  2025-12-01T02:39Z 10.5K followers, [----] engagements


"@weary_centurion @TheLongInvest Its cheap for reason. $BABA $PDD and even $MPNGY all better buys if you want China retail. JDs margins are compressing and competition isnt letting up. Plus China names tend to move together anyway might as well own the better businesses"  
[X Link](https://x.com/EquityBrian/status/2005756729821388985)  2025-12-29T21:44Z 10.5K followers, [---] engagements


"Feels like it might be time to go long $BYDDF About half of Chinas oil consumption is related to transport. I think Beijing will soon unleash a policy of 100% replacement of all ICE vehicles to New Energy Vehicles (NEVs). While 50% of new vehicle sales are now NEVs less than 10% of the 350-400m cars on the road are NEVs. About half of Chinas oil consumption is related to transport. I think Beijing will soon unleash a policy of 100% replacement of all ICE vehicles to New Energy Vehicles (NEVs). While 50% of new vehicle sales are now NEVs less than 10% of the 350-400m cars on the road are NEVs"  
[X Link](https://x.com/EquityBrian/status/2007679299361616168)  2026-01-04T05:03Z 10.5K followers, [----] engagements


"I can draw lines on a chart too. My lines say $BABA hasnt broken out. Maybe Im drawing them wrong"  
[X Link](https://x.com/EquityBrian/status/2009456239777055174)  2026-01-09T02:44Z 10.5K followers, [----] engagements


"Chinas household balance sheet is still dominated by cash and property. Equities are only 10%. With property under pressure and cash piling up the conditions are in place for the marginal dollar to rotate into stocks. China remains underallocated domestically and unloved globally. https://twitter.com/i/web/status/2009829370777469302 https://twitter.com/i/web/status/2009829370777469302"  
[X Link](https://x.com/EquityBrian/status/2009829370777469302)  2026-01-10T03:27Z 10.5K followers, [----] engagements


"Alibaba $BABA is up over 3% in overnight trading"  
[X Link](https://x.com/EquityBrian/status/2010537956638065080)  2026-01-12T02:22Z 10.5K followers, [----] engagements


"Finally got to nerd out about China with someone who actually agrees with me. New post at the usual spot with @NickNemo17 on why were unapologetically bullish on China. $BABA $FXI"  
[X Link](https://x.com/EquityBrian/status/2011473534736814220)  2026-01-14T16:20Z 10.5K followers, [----] engagements


"Software stocks have been getting absolutely murdered. Whats the best name to buy if I want to lose all my money too"  
[X Link](https://x.com/EquityBrian/status/2012324941392171239)  2026-01-17T00:43Z 10.5K followers, 49.1K engagements


"$CSU: 48% drawdown cheapest its been in over a decade. 17.8x P/E. 16x FCF. Both 40% below historical averages"  
[X Link](https://x.com/EquityBrian/status/2014523923744883164)  2026-01-23T02:21Z 10.5K followers, [----] engagements


"If $PDD management believed in the business youd think theyd be buying back stock hand over fist at these prices. Theyre not. Ask yourself why. https://open.substack.com/pub/coughlincapital/p/pinduoduo-pdd-cheap-for-a-reasonr=16tdpn&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coughlincapital/p/pinduoduo-pdd-cheap-for-a-reasonr=16tdpn&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/EquityBrian/status/2015123634738626773)  2026-01-24T18:04Z 10.5K followers, [----] engagements


"I wonder if $CPNG situation is being discussed BREAKING 🚨 South Korea says plans talks with US 'as soon as possible' over tariff hike BREAKING 🚨 South Korea says plans talks with US 'as soon as possible' over tariff hike"  
[X Link](https://x.com/EquityBrian/status/2015928855140151437)  2026-01-26T23:24Z 10.5K followers, [----] engagements


"$CPNG WSJ: The Trump administration is warning South Korea not to target U.S. tech firms with discriminatory probes or rules with Coupang $CPNG a key focus. The report says JD Vance raised it with Koreas PM. https://t.co/KzKxukiwSf WSJ: The Trump administration is warning South Korea not to target U.S. tech firms with discriminatory probes or rules with Coupang $CPNG a key focus. The report says JD Vance raised it with Koreas PM. https://t.co/KzKxukiwSf"  
[X Link](https://x.com/EquityBrian/status/2016227239164060159)  2026-01-27T19:10Z 10.5K followers, [----] engagements


"$FOUR down to 10x LTM FCF 5x [----] FCF. Thats it. Thats the tweet"  
[X Link](https://x.com/EquityBrian/status/2016564860427837889)  2026-01-28T17:31Z 10.5K followers, 15.5K engagements


"$FPI and $LAND both ripping. Anyone know why"  
[X Link](https://x.com/EquityBrian/status/2017007634910482683)  2026-01-29T22:51Z 10.5K followers, [----] engagements


"The next Fed Chair is a $CPNG board member named Kevin Warsh. Do what you want with that"  
[X Link](https://x.com/EquityBrian/status/2017222524631658543)  2026-01-30T13:05Z 10.5K followers, [----] engagements


"Genuine question: whats the bull case for $ORCL at this point Oracle raising $45-50 billion this year. Half equity. Half bonds. Single bond issuance coming early [----]. The AI revolution runs on leverage. $ORCL https://t.co/FBXQNti7jt Oracle raising $45-50 billion this year. Half equity. Half bonds. Single bond issuance coming early [----]. The AI revolution runs on leverage. $ORCL https://t.co/FBXQNti7jt"  
[X Link](https://x.com/EquityBrian/status/2018129160246325679)  2026-02-02T01:07Z 10.5K followers, [----] engagements


"Ill play devils advocate Sure fair point on information quality. But take it to its logical end and youre saying China is uninvestable at any valuation. Every major Western financial outlet was free to write whatever they wanted. They spent [----] to [----] screaming uninvestable. Hang Seng up 30% in [----]. DeepSeek blindsided the entire Western tech narrative. The unbiased press missed all of it. The past is not the future Im an American and through enough due diligence its obvious theres a generational shift happening from property to equities as a store of household wealth. Thats where the"  
[X Link](https://x.com/EquityBrian/status/2018356291836465194)  2026-02-02T16:10Z 10.5K followers, [---] engagements


"👀 $BYD $BYDDY China Expands Subsidies to Boost Energy Storage Industry China is expanding its subsidies for energy storage as part of efforts to support the countrys green transition and ensure reliable electricity supplies. For the first time provinces are being instructed to include https://t.co/nGhBu6SusW China Expands Subsidies to Boost Energy Storage Industry China is expanding its subsidies for energy storage as part of efforts to support the countrys green transition and ensure reliable electricity supplies. For the first time provinces are being instructed to include"  
[X Link](https://x.com/EquityBrian/status/2018875307323974003)  2026-02-04T02:32Z 10.5K followers, [----] engagements


"@dyz_ob Absolutely. I think management held that call last month to cool estimates and set themselves up for a beat. Im expecting about 37-40% cloud growth. https://open.substack.com/pub/coughlincapital/p/alibabas-pre-earnings-guidance-leakedr=16tdpn&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coughlincapital/p/alibabas-pre-earnings-guidance-leakedr=16tdpn&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/EquityBrian/status/2018899109340729406)  2026-02-04T04:07Z 10.5K followers, [---] engagements


"@dyz_ob $BABA"  
[X Link](https://x.com/EquityBrian/status/2018899960205279355)  2026-02-04T04:10Z 10.5K followers, [---] engagements


"$BABA getting thrown out with the bathwater here buying opportunity"  
[X Link](https://x.com/EquityBrian/status/2019118203553870298)  2026-02-04T18:37Z 10.5K followers, [----] engagements


"@jukan05 Absolutely lol Is that the consensus"  
[X Link](https://x.com/EquityBrian/status/2019198238071615858)  2026-02-04T23:55Z 10.5K followers, [----] engagements


"@lloydjamesross Yo that aint me"  
[X Link](https://x.com/EquityBrian/status/2019265178043576405)  2026-02-05T04:21Z 10.5K followers, [---] engagements


"Think this is the bottom. Will delete if wrong"  
[X Link](https://x.com/EquityBrian/status/2019436796107715025)  2026-02-05T15:43Z 10.5K followers, [----] engagements


"This might be the most retarded thing Ive ever heard $MSTR Do you want 30% drawdown and no dividends or do you want 9% drawdown and 11% dividend - Michael Saylor earnings call Do you want 30% drawdown and no dividends or do you want 9% drawdown and 11% dividend - Michael Saylor earnings call"  
[X Link](https://x.com/EquityBrian/status/2019553546337939952)  2026-02-05T23:27Z 10.5K followers, [----] engagements


"$SNAP down 50%+ YTD. Still wouldnt touch it. Seeing a lot of optimism on $SNAP lately Respectfully no. https://t.co/NOc5ZXonnm https://t.co/Zy8BAdaziF Seeing a lot of optimism on $SNAP lately Respectfully no. https://t.co/NOc5ZXonnm https://t.co/Zy8BAdaziF"  
[X Link](https://x.com/EquityBrian/status/2019578765312155807)  2026-02-06T01:07Z 10.5K followers, [----] engagements


"@GlobalStockPick Good point just removed the paywall on this one: https://open.substack.com/pub/coughlincapital/p/the-dichotomy-of-coupangr=16tdpn&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coughlincapital/p/the-dichotomy-of-coupangr=16tdpn&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/EquityBrian/status/2019600417550918127)  2026-02-06T02:33Z 10.5K followers, [---] engagements


"$BABA $BABA : Qwen extends the validity period of Spring Festival freebie cards due to overwhelming response. https://t.co/qMtNcIdI89 $BABA : Qwen extends the validity period of Spring Festival freebie cards due to overwhelming response. https://t.co/qMtNcIdI89"  
[X Link](https://x.com/EquityBrian/status/2020135059022283065)  2026-02-07T13:58Z 10.5K followers, [----] engagements


"@WisemanCap Fuck the hawks"  
[X Link](https://x.com/EquityBrian/status/2020608794297000316)  2026-02-08T21:20Z 10.5K followers, [---] engagements


"The Seahawks and making questionable decisions in the Super Bowl name a more iconic duo. SBLX: Patriots [--] Seahawks 27"  
[X Link](https://x.com/EquityBrian/status/2020616618548904058)  2026-02-08T21:51Z 10.5K followers, [---] engagements


"@komodo_capital Defense is keeping them in it"  
[X Link](https://x.com/EquityBrian/status/2020677859270963320)  2026-02-09T01:55Z 10.5K followers, [--] engagements


"Im a wizard Think this is the bottom. Will delete if wrong. Think this is the bottom. Will delete if wrong"  
[X Link](https://x.com/EquityBrian/status/2020948622670692727)  2026-02-09T19:51Z 10.5K followers, [----] engagements


"Forward FCF expectations for $AMZN $GOOG and $META have moved materially lower"  
[X Link](https://x.com/EquityBrian/status/2020990231323832719)  2026-02-09T22:36Z 10.5K followers, [----] engagements


"$MSFT $AMZN $GOOG $META are spending like utilities. Maybe they should be valued like them too https://open.substack.com/pub/coughlincapital/p/big-tech-is-becoming-big-utilityr=16tdpn&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coughlincapital/p/big-tech-is-becoming-big-utilityr=16tdpn&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/EquityBrian/status/2021048520086544573)  2026-02-10T02:28Z 10.5K followers, [----] engagements


"@compound248 Think Adyen is probably undervalued here and Stripe grossly overvalued. $ADYEY is arguably the better business and deserves to trade at a premium so either way something has to give"  
[X Link](https://x.com/EquityBrian/status/2021060146726924672)  2026-02-10T03:14Z 10.5K followers, [----] engagements


"@saylor @Strategy Bro what"  
[X Link](https://x.com/EquityBrian/status/2021060191425298717)  2026-02-10T03:14Z 10.5K followers, [---] engagements


"@BlueHz404 Sarcasm I cant tell"  
[X Link](https://x.com/EquityBrian/status/2021061259123359868)  2026-02-10T03:18Z 10.5K followers, [--] engagements


"@cronosbro The only thing that matters with this name is demand. And its actually cheap on a EV/EBITDA basis If China continues accelerating its AI infrastructure buildout which they obviously will (BABA Bytedance and Tencent all ramping capex) VNET directly benefits"  
[X Link](https://x.com/EquityBrian/status/2021083480143298836)  2026-02-10T04:47Z 10.5K followers, [--] engagements


"Dingdong Announces Intention to Utilize Substantial Majority of Proceeds from Sale of China Operations for Share Repurchase Plans and/or Dividends upon Closing of Transaction $DDL https://finance.yahoo.com/news/dingdong-announces-intention-utilize-substantial-130000338.html https://finance.yahoo.com/news/dingdong-announces-intention-utilize-substantial-130000338.html"  
[X Link](https://x.com/EquityBrian/status/2021222278868988230)  2026-02-10T13:58Z 10.5K followers, [---] engagements


"$FOUR at 8.8x NTM earnings and 5x [----] FCF if management hits their target. Even if they only hit 50% of that $1B target (which they just re-affirmed last quarter) youre still under 10x [----] FCF. Oh and dont forget the $1B buyback (20% of current MC)"  
[X Link](https://x.com/EquityBrian/status/2018792087978987797)  2026-02-03T21:01Z 10.5K followers, [----] engagements


"$TCEHY $NTES Every time I see a trailer for a new Chinese video game I get more and more bearish on the bigger JP/KR video game developers (mostly mobile). Any company coasting on a decade+ old game will continue to do fine but Chinese video game devs are so far ahead of their peers. Every time I see a trailer for a new Chinese video game I get more and more bearish on the bigger JP/KR video game developers (mostly mobile). Any company coasting on a decade+ old game will continue to do fine but Chinese video game devs are so far ahead of their peers"  
[X Link](https://x.com/EquityBrian/status/2009057657139962186)  2026-01-08T00:20Z 10.5K followers, [----] engagements


"$FPI $LAND Ive been in the farmland rabbit hole and $LAND and $FPI look wildly mispriced. Both trade below the value of the dirt itself despite stable cash flow. Full write-up if youre interested: https://t.co/6CwTqncka6 Ive been in the farmland rabbit hole and $LAND and $FPI look wildly mispriced. Both trade below the value of the dirt itself despite stable cash flow. Full write-up if youre interested: https://t.co/6CwTqncka6"  
[X Link](https://x.com/EquityBrian/status/2018003478346375345)  2026-02-01T16:48Z 10.5K followers, [----] engagements


"Its funny how often cheap becomes the whole thesis. And thats exactly why $PYPL leans value trap"  
[X Link](https://x.com/EquityBrian/status/1992058245406736491)  2025-11-22T02:31Z 10.5K followers, [----] engagements


"Any good $VNET write-ups floating around"  
[X Link](https://x.com/EquityBrian/status/2016870136804712497)  2026-01-29T13:44Z 10.5K followers, [----] engagements


"$PYPL = value trap Its funny how often cheap becomes the whole thesis. And thats exactly why $PYPL leans value trap. https://t.co/VMgntEbNN8 Its funny how often cheap becomes the whole thesis. And thats exactly why $PYPL leans value trap. https://t.co/VMgntEbNN8"  
[X Link](https://x.com/EquityBrian/status/2018671555408982142)  2026-02-03T13:02Z 10.5K followers, [----] engagements


"Wrote up my thoughts on $FOUR after the recent selloff. The stock now trades at a valuation that assumes the worst. https://open.substack.com/pub/coughlincapital/p/shift4-four-cheaper-than-everr=16tdpn&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coughlincapital/p/shift4-four-cheaper-than-everr=16tdpn&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/EquityBrian/status/2019227981839835192)  2026-02-05T01:54Z 10.5K followers, [----] engagements


"@BlueHz404 Its not about valuation brother. If the deal closes shareholders get $997M in cash on a $700M market cap and keep the international business. They literally just announced they plan to return a substantial majority of the proceeds via buybacks or dividends"  
[X Link](https://x.com/EquityBrian/status/2021220689961685034)  2026-02-10T13:52Z 10.5K followers, [---] engagements


"Imagine not being long China YUAN BREAKS 7-PER-DOLLAR MARK SIGNALING POLICY SHIFT Chinas central bank set the yuans daily fixing below [--] per dollar for the first time in over two years signaling greater tolerance for currency appreciation. The Peoples Bank of China fixed the rate at [------] stronger YUAN BREAKS 7-PER-DOLLAR MARK SIGNALING POLICY SHIFT Chinas central bank set the yuans daily fixing below [--] per dollar for the first time in over two years signaling greater tolerance for currency appreciation. The Peoples Bank of China fixed the rate at [------] stronger"  
[X Link](https://x.com/EquityBrian/status/2014527002766614536)  2026-01-23T02:34Z 10.5K followers, [----] engagements


"Non-US stocks only. Whats your best idea Bonus points if you share the bull case"  
[X Link](https://x.com/EquityBrian/status/2014872180366991748)  2026-01-24T01:25Z 10.5K followers, 42K engagements


"Managements conviction in $BIDU seems to scale with the stock price. Funny how that works. Chinas Baidu Approves Share Buyback Program of Up to $5 Billion Baidu Inc. authorized a multi-year stock buyback program of up to $5 billion and said it plans to issue its first dividend in [----] outlining a major shareholder return plan. The company said in a filing that the https://t.co/8JcDvdsHy1 Chinas Baidu Approves Share Buyback Program of Up to $5 Billion Baidu Inc. authorized a multi-year stock buyback program of up to $5 billion and said it plans to issue its first dividend in [----] outlining a"  
[X Link](https://x.com/EquityBrian/status/2019259849830461518)  2026-02-05T04:00Z 10.5K followers, [----] engagements


"$CPNG $19 is as close to free money as it gets"  
[X Link](https://x.com/EquityBrian/status/2019595943688163575)  2026-02-06T02:16Z 10.5K followers, [----] engagements


"I own $SE as well fwiw. But dominating a market isnt a problem its the goal. Amazon saturated US e-commerce years ago and has 5xd since because winning the customer unlocks everything else. CPNG is just entering that phase. Grocery ads fintech all layering on top of a customer base that cant live without it. https://twitter.com/i/web/status/2019602687424086399 https://twitter.com/i/web/status/2019602687424086399"  
[X Link](https://x.com/EquityBrian/status/2019602687424086399)  2026-02-06T02:42Z 10.5K followers, [---] engagements


"$BABA Ant Group Open-Sources Ming-Flash-Omni [---] Multimodal Model Ant Group has open-sourced Ming-Flash-Omni [---] a multimodal foundation model described as the industrys first unified audio generation model for full-scenario use. It can generate speech ambient sound effects and https://t.co/fipyLjbzWM Ant Group Open-Sources Ming-Flash-Omni [---] Multimodal Model Ant Group has open-sourced Ming-Flash-Omni [---] a multimodal foundation model described as the industrys first unified audio generation model for full-scenario use. It can generate speech ambient sound effects and https://t.co/fipyLjbzWM"  
[X Link](https://x.com/EquityBrian/status/2021428049871556639)  2026-02-11T03:36Z 10.5K followers, [----] engagements


"$CSU bulls: explain to me why AI doesnt eventually commoditize your favorite compounder"  
[X Link](https://x.com/EquityBrian/status/2013821231229813175)  2026-01-21T03:49Z 10.5K followers, 121.8K engagements


"Most people dont realize were entering what may be the most constructive period of US-China ties weve ever seen Last week senior @USTreasury staff visited China to strengthen channels of communication and advance the dialogue between our nations. During their visit our teams discussed preparation for the next high-level meeting on U.S.-China trade between myself and Vice Premier He Last week senior @USTreasury staff visited China to strengthen channels of communication and advance the dialogue between our nations. During their visit our teams discussed preparation for the next high-level"  
[X Link](https://x.com/EquityBrian/status/2021016098146222125)  2026-02-10T00:19Z 10.5K followers, [----] engagements


"Dingdong (DDL) is selling its China business to Meituan for $717M cash. The whole company trades for $600M right now. On top of the $717M $DDL gets to pull up to $280M in cash out before closing AND keeps the international business. Thats $1B in cash + a free international business on a $600M market cap. Call it 65%+ upside if the deal closes. Obviously China regulatory risk is the concern here but $MPNGY is on the hook for $150M if they walk away. I keep trying to figure out why this is so cheap. nobody covers it its a Chinese small cap that most funds cant or wont buy and the deal was just"  
[X Link](https://x.com/EquityBrian/status/2021218370855575666)  2026-02-10T13:43Z 10.5K followers, [----] engagements


"@Ronaldo7trades $SE $CPNG $KSPI $STNE $FXI"  
[X Link](https://x.com/EquityBrian/status/2021429348562239692)  2026-02-11T03:41Z 10.5K followers, [---] engagements


"China AI/Cloud market is quickly becoming a two-horse race between $BABA and ByteDance"  
[X Link](https://x.com/EquityBrian/status/2021643871047024668)  2026-02-11T17:53Z 10.5K followers, [----] engagements


"Does anyone remember the guy who went all in $PATH a couple months ago"  
[X Link](https://x.com/EquityBrian/status/2021710907882016959)  2026-02-11T22:20Z 10.5K followers, [----] engagements


"This market is hilarious"  
[X Link](https://x.com/EquityBrian/status/2022054545422168321)  2026-02-12T21:05Z 10.5K followers, [---] engagements


"$CPNG has never been cheaper. Ever"  
[X Link](https://x.com/EquityBrian/status/2020172870459224157)  2026-02-07T16:28Z 10.5K followers, [----] engagements


"Posted a short write-up on $DDL (DingDong) Merger arb situation with a wide spread. https://open.substack.com/pub/coughlincapital/p/quick-pitch-dingdong-ddlr=16tdpn&utm_medium=ios&shareImageVariant=overlay Dingdong (DDL) is selling its China business to Meituan for $717M cash. The whole company trades for $600M right now. On top of the $717M $DDL gets to pull up to $280M in cash out before closing AND keeps the international business. Thats $1B in cash + a free international"  
[X Link](https://x.com/EquityBrian/status/2021401555589853442)  2026-02-11T01:51Z 10.5K followers, [----] engagements


"@TheLongInvest Im quite bullish $BABA but worth noting theres a big difference between open source and proprietary AI models"  
[X Link](https://x.com/EquityBrian/status/2021708025917026573)  2026-02-11T22:08Z 10.5K followers, [----] engagements


"$FOUR Former VP at Global Payments on $FOUR competitive advantage in stadiums "When you're touching all those points and it's with one platform I think it's going to be hard for other competitors to go up against that." https://t.co/ebClY0y3Hy Former VP at Global Payments on $FOUR competitive advantage in stadiums "When you're touching all those points and it's with one platform I think it's going to be hard for other competitors to go up against that." https://t.co/ebClY0y3Hy"  
[X Link](https://x.com/EquityBrian/status/2022122746390753776)  2026-02-13T01:36Z 10.5K followers, [---] engagements


"@BrianTycangco I dont own enough $BIDU"  
[X Link](https://x.com/EquityBrian/status/1964081020346528110)  2025-09-05T21:39Z [----] followers, [---] engagements


"@FinHubIQ @BG2Pod @bgurley @altcap @zoomyzoomm Why you tagging @zoomyzoomm he dont even own $BIDU anymore 😝😝"  
[X Link](https://x.com/EquityBrian/status/1964086282486690069)  2025-09-05T22:00Z [----] followers, [---] engagements


"@TimothyBuffett @SixSigmaCapital That pay package might be the dumbest thing Ive ever seen"  
[X Link](https://x.com/EquityBrian/status/1964118112241951213)  2025-09-06T00:07Z [----] followers, [--] engagements


"Debt doesnt matter. Risk doesnt matter. Valuations dont matter. Nothing matters. Nothing ever happens. Everything just goes up. Its not a market. Its a simulation"  
[X Link](https://x.com/EquityBrian/status/1964125934694338933)  2025-09-06T00:38Z [----] followers, [----] engagements


"@TradureApp CHAD"  
[X Link](https://x.com/EquityBrian/status/1964126171110445206)  2025-09-06T00:39Z [----] followers, [--] engagements


"@TradureApp"  
[X Link](https://x.com/EquityBrian/status/1964153226640359628)  2025-09-06T02:26Z [----] followers, [--] engagements


"@notaleftretard Correct. But either way you slice it the company is still practically trading at NAV. Total cash + investment stakes (Trip iQiyi etc) minus debt gets you to just under $30B"  
[X Link](https://x.com/EquityBrian/status/1964177709254263284)  2025-09-06T04:03Z [----] followers, [--] engagements


"The gap between U.S. and global equity valuations has never been wider. If the rest of the world rerates even halfway back toward U.S. levels its a generational trade"  
[X Link](https://x.com/EquityBrian/status/1964178391990468775)  2025-09-06T04:06Z [----] followers, 18.2K engagements


"@BigIdeasCapital @buccocapital @TSOH_Investing @DarioCpx @TihoBrkan @CompoundinGirl @zoomyzoomm @julius5207 @joetsai1999 lol what"  
[X Link](https://x.com/EquityBrian/status/1964357535651270726)  2025-09-06T15:58Z [----] followers, [--] engagements


"The Zyn premium is alive and well. $PM vs $BTI"  
[X Link](https://x.com/EquityBrian/status/1964836781003780396)  2025-09-07T23:42Z [----] followers, [----] engagements


"Baidu Announces Proposed Offering of CNY-denominated Senior Notes $BIDU https://ir.baidu.com/news-releases/news-release-details/baidu-announces-proposed-offering-cny-denominated-senior-notes-0/ https://ir.baidu.com/news-releases/news-release-details/baidu-announces-proposed-offering-cny-denominated-senior-notes-0/"  
[X Link](https://x.com/EquityBrian/status/1964874721402720258)  2025-09-08T02:13Z [----] followers, [----] engagements


"$BABA Ant Digital Arm Puts $8 Billion Energy Assets on Its Blockchain Ant Groups enterprise arm Ant Digital Technologies is linking more than [--] billion yuan ($8.4 billion) of energy infrastructure and other power assets to its blockchain AntChain by tracking data from about [--] https://t.co/vqY249IkTT Ant Digital Arm Puts $8 Billion Energy Assets on Its Blockchain Ant Groups enterprise arm Ant Digital Technologies is linking more than [--] billion yuan ($8.4 billion) of energy infrastructure and other power assets to its blockchain AntChain by tracking data from about [--] https://t.co/vqY249IkTT"  
[X Link](https://x.com/EquityBrian/status/1965220593722388882)  2025-09-09T01:07Z [----] followers, [---] engagements


"Valuation gaps like this dont last forever. When sentiment turnsand it eventually always doesthese kinds of setups tend to rerate hard and fast. $BABA https://open.substack.com/pub/coughlincapital/p/alibaba-baba-the-bull-case-has-neverr=16tdpn&utm_medium=ios https://open.substack.com/pub/coughlincapital/p/alibaba-baba-the-bull-case-has-neverr=16tdpn&utm_medium=ios"  
[X Link](https://x.com/EquityBrian/status/1965249722995933345)  2025-09-09T03:03Z [----] followers, [----] engagements


"Baidu $BIDU just launched ERNIE X1.1 It outperforms DeepSeek R1-0528 and matches GPT-5 & Gemini [---] Pro"  
[X Link](https://x.com/EquityBrian/status/1965449734702997686)  2025-09-09T16:18Z [----] followers, [----] engagements


"Nicotine pouches are turning into one of the fastest-growing consumer categories worldwide. Projected to grow nearly 30% a year through 2029"  
[X Link](https://x.com/EquityBrian/status/1965525924411330921)  2025-09-09T21:21Z [----] followers, [---] engagements


"Sure and Im winning the lottery every year too. $ORCL $ORCL - We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal yearand then increase to $32 billion $73 billion $114 billion and $144 billion over the subsequent four years $ORCL - We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal yearand then increase to $32 billion $73 billion $114 billion and $144 billion over the subsequent four years"  
[X Link](https://x.com/EquityBrian/status/1965531140036722775)  2025-09-09T21:41Z [----] followers, [---] engagements


"What. The. Fuck. $ORCL Oracle $ORCL CEO Safra Catz: "As a bit of a preview we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal yearand then increase to $32 billion $73 billion $114 billion and $144 billion over the subsequent four years." https://t.co/CJkwoFYQMT Oracle $ORCL CEO Safra Catz: "As a bit of a preview we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal yearand then increase to $32 billion $73 billion $114 billion and $144 billion over the subsequent four years." https://t.co/CJkwoFYQMT"  
[X Link](https://x.com/EquityBrian/status/1965544203318165984)  2025-09-09T22:33Z [----] followers, [----] engagements


"BUY EVERYTHING $BABA $BIDU $KWEB MAX LONG CHINA $BABA $KWEB MAX LONG CHINA $BABA $KWEB"  
[X Link](https://x.com/EquityBrian/status/1965592968603324764)  2025-09-10T01:47Z [----] followers, [----] engagements


"The signs were always there $BIDU $BIDU is a $30B company sitting on $27B in net cash & equity stakes. Youre basically getting Chinas #1 Robotaxi network + AI infra for free. I broke it all down at the usual spot: https://t.co/oIzl3X6FxH $BIDU is a $30B company sitting on $27B in net cash & equity stakes. Youre basically getting Chinas #1 Robotaxi network + AI infra for free. I broke it all down at the usual spot: https://t.co/oIzl3X6FxH"  
[X Link](https://x.com/EquityBrian/status/1965599848390180947)  2025-09-10T02:14Z [----] followers, [----] engagements


"Opened a small starter position in $KSPI. One of those names that looks so cheap you almost have to buy first and dig deeper after. $KSPI (Kaspi) is a fintech super-app doing $6B in revenue growing 30% YoY trading at just 5.5x EBIT. Feels way too cheap. What am I missing https://t.co/BYkRfxjwAr $KSPI (Kaspi) is a fintech super-app doing $6B in revenue growing 30% YoY trading at just 5.5x EBIT. Feels way too cheap. What am I missing https://t.co/BYkRfxjwAr"  
[X Link](https://x.com/EquityBrian/status/1965791852747161704)  2025-09-10T14:57Z [----] followers, [----] engagements


"$BABA Alibaba $BABA is offering $3.17B in zero-coupon convertible notes due [----] Bloomberg reports. Alibaba $BABA is offering $3.17B in zero-coupon convertible notes due [----] Bloomberg reports"  
[X Link](https://x.com/EquityBrian/status/1965876280068551003)  2025-09-10T20:33Z [----] followers, [----] engagements


"Buying opportunity $BABA"  
[X Link](https://x.com/EquityBrian/status/1965886186762940737)  2025-09-10T21:12Z [----] followers, [----] engagements


"@fred_guttenberg @realDonaldTrump Gun violence is not the issue here"  
[X Link](https://x.com/EquityBrian/status/1965901769378263365)  2025-09-10T22:14Z [----] followers, 265.9K engagements


"@lketheopposite @fred_guttenberg @realDonaldTrump Mental illness Iyna"  
[X Link](https://x.com/EquityBrian/status/1965903734954930396)  2025-09-10T22:22Z [----] followers, 24.5K engagements


"@FatsuBatsu @fred_guttenberg @realDonaldTrump Its not about guns. Every country has access to firearms but they dont see this level of violence. The real issue is the untreated mental health crisis in America"  
[X Link](https://x.com/EquityBrian/status/1965904434782941612)  2025-09-10T22:25Z [----] followers, 16.9K engagements


"@visegrad24 FBI where you at"  
[X Link](https://x.com/EquityBrian/status/1965905080575836637)  2025-09-10T22:27Z [----] followers, [---] engagements


"@ruths_drum_show @lketheopposite @fred_guttenberg @realDonaldTrump Absolutely"  
[X Link](https://x.com/EquityBrian/status/1965909940415115430)  2025-09-10T22:47Z [----] followers, [----] engagements


"@ThtsNotGoneWell @fred_guttenberg @realDonaldTrump Yeah but flip the hypothetical: no guns means no way to protect your family from criminals or from tyranny. Thats literally the point of the 2nd Amendment"  
[X Link](https://x.com/EquityBrian/status/1965911604865937850)  2025-09-10T22:53Z [----] followers, 31.1K engagements


"@AJButton2 Im guessing its because they want USD. Most of $BABA cash is in RMB onshore. They must see some type of value in raising some USD at no cost. I mean the dilution here is very minimal"  
[X Link](https://x.com/EquityBrian/status/1965954350771220608)  2025-09-11T01:43Z [----] followers, [---] engagements


"@DeepValue47 I will if you sell $PLTR"  
[X Link](https://x.com/EquityBrian/status/1966220838686036399)  2025-09-11T19:22Z [----] followers, [----] engagements


"Trying to find something actually attractive in this market is like looking for water in the desert"  
[X Link](https://x.com/EquityBrian/status/1966254935517077904)  2025-09-11T21:38Z [----] followers, [----] engagements


"Just hit $10K in ARR on Coughlin Capital. Im beyond grateful for everyone whos reading sharing and supporting along the way. Thank you all so much it really means a lot 🙏"  
[X Link](https://x.com/EquityBrian/status/1966540510756999427)  2025-09-12T16:32Z [----] followers, [----] engagements


"@zoomyzoomm I like $FOUR here"  
[X Link](https://x.com/EquityBrian/status/1966549301091291183)  2025-09-12T17:07Z [----] followers, [---] engagements


"Screeners show $BABA at 95x FCF which looks insane. But FCF is temporarily hit by record CapEx cycle in cloud AI & instant delivery. Normalize it at $20B and its 18.5x FCF. 2.2x sales. 12.8x EBITDA. For the dominant commerce + cloud platform in China thats still cheap"  
[X Link](https://x.com/EquityBrian/status/1966882231202574342)  2025-09-13T15:10Z [----] followers, 10.4K engagements


"Fade US equities"  
[X Link](https://x.com/EquityBrian/status/1967220062068351262)  2025-09-14T13:33Z [----] followers, [----] engagements


"Long $FOUR @no_cap_cap Actually I reposted @VPs tribute to his close friend @charliekirk11 who was murdered a few days ago. If that offends you it is probably best you exit your investment--our values clearly are not aligned. @no_cap_cap Actually I reposted @VPs tribute to his close friend @charliekirk11 who was murdered a few days ago. If that offends you it is probably best you exit your investment--our values clearly are not aligned"  
[X Link](https://x.com/EquityBrian/status/1967630249879015765)  2025-09-15T16:43Z [----] followers, [----] engagements


"$KSPI Meditation Capital on Kaspi $KSPI: "The reported usage metrics (2.3 transactions per user per day) are so high that it really has to be seen to be believed" (Extract from their Q4 letter the full analysis can be found on Stock Analysis Compilation #28) https://t.co/N8cu8UthRh Meditation Capital on Kaspi $KSPI: "The reported usage metrics (2.3 transactions per user per day) are so high that it really has to be seen to be believed" (Extract from their Q4 letter the full analysis can be found on Stock Analysis Compilation #28) https://t.co/N8cu8UthRh"  
[X Link](https://x.com/EquityBrian/status/1967700841722433606)  2025-09-15T21:23Z [----] followers, [----] engagements


"Super-App. 30% revenue CAGR. 34% net margins. $2.1B profit. Yet $KSPI trades at just 2.9x EBITDA and 6.7x earnings"  
[X Link](https://x.com/EquityBrian/status/1967705391913152671)  2025-09-15T21:41Z [----] followers, [----] engagements


"Some employees now view him (Jack Ma) as the top decision maker. Guess that makes $BABA founder-led again thats gotta be good for at least a few more points of multiple expansion lol https://www.bloomberg.com/news/features/2025-09-15/jack-ma-returns-to-alibaba-s-campuses-in-bid-to-boost-china-s-tech-giant https://www.bloomberg.com/news/features/2025-09-15/jack-ma-returns-to-alibaba-s-campuses-in-bid-to-boost-china-s-tech-giant"  
[X Link](https://x.com/EquityBrian/status/1967774490664005769)  2025-09-16T02:16Z [----] followers, [----] engagements


"Sometimes dirt cheap really means dirt cheap $BIDU +43% since this. $BIDU is a $30B company sitting on $27B in net cash & equity stakes. Youre basically getting Chinas #1 Robotaxi network + AI infra for free. I broke it all down at the usual spot: https://t.co/oIzl3X6FxH $BIDU is a $30B company sitting on $27B in net cash & equity stakes. Youre basically getting Chinas #1 Robotaxi network + AI infra for free. I broke it all down at the usual spot: https://t.co/oIzl3X6FxH"  
[X Link](https://x.com/EquityBrian/status/1967996347744915932)  2025-09-16T16:57Z [----] followers, [----] engagements


"$FOUR Thinking about $FOUR's valuation: Even if management is wrong & they only hit $800M FCF by [----] ($8 EPS) that's a [--] P/E at today's price. Vs. their 30+ historical P/E thats a 3x. If management is right & they hit $1B FCF ($10 EPS) you're looking at 3.5x+. Seems like a Thinking about $FOUR's valuation: Even if management is wrong & they only hit $800M FCF by [----] ($8 EPS) that's a [--] P/E at today's price. Vs. their 30+ historical P/E thats a 3x. If management is right & they hit $1B FCF ($10 EPS) you're looking at 3.5x+. Seems like a"  
[X Link](https://x.com/EquityBrian/status/1968075239612678612)  2025-09-16T22:11Z [----] followers, [----] engagements


"@Jake__Wujastyk Bro Im a China bull too why so defensive 😂 I think the whole sector keeps grinding higher. Just pointing out JDs been a laggard for a reason"  
[X Link](https://x.com/EquityBrian/status/1968081109037748330)  2025-09-16T22:34Z [----] followers, [---] engagements


"@Greenbackd I think its time to fade $MSFT $META $ORCL"  
[X Link](https://x.com/EquityBrian/status/1968125733164945765)  2025-09-17T01:31Z [----] followers, [---] engagements


"Jack Ma + $BABA = FOMO ALIBABA'S JACK MA IS SAID APPEAR AT ALIBABA XIXI PARK. #JACKMA $BABA #ALIBABA https://t.co/1Iws7EGvWk https://t.co/nEHQodwBBg ALIBABA'S JACK MA IS SAID APPEAR AT ALIBABA XIXI PARK. #JACKMA $BABA #ALIBABA https://t.co/1Iws7EGvWk https://t.co/nEHQodwBBg"  
[X Link](https://x.com/EquityBrian/status/1968136257940361351)  2025-09-17T02:13Z [----] followers, [----] engagements


"Cash looking better than most equities right now"  
[X Link](https://x.com/EquityBrian/status/1968137131769086445)  2025-09-17T02:17Z [----] followers, [----] engagements


"@pandawatch88 $22T in household savings"  
[X Link](https://x.com/EquityBrian/status/1968137385398636844)  2025-09-17T02:18Z [----] followers, [---] engagements


"@pandawatch88 I thought you were talking HSI more broadly. BIDU blows my mind as well. I mean before this rally it was basically free and even now youre looking at maybe $15B MC net of cash/investments"  
[X Link](https://x.com/EquityBrian/status/1968138609829310961)  2025-09-17T02:23Z [----] followers, [---] engagements


"@BigIdeasCapital I initially owned $BIDU (via leaps) because it was literally free now the stock is up 60% and I have some decisions to make"  
[X Link](https://x.com/EquityBrian/status/1968294407251402877)  2025-09-17T12:42Z [----] followers, [--] engagements


"@Ronaldo7trades Thats fire Where did you get it"  
[X Link](https://x.com/EquityBrian/status/1968338335803560272)  2025-09-17T15:36Z [----] followers, [--] engagements


"$BABA Alibaba $BABA was the second biggest mover on the Apple $AAPL App Store last week. What does this mean 🤔 Check it out below. 👇 Alibaba $BABA is up +12% the past week. 📈 Alibaba $BABA was the second biggest mover on the Apple $AAPL App Store last week. What does this mean 🤔 Check it out below. 👇 Alibaba $BABA is up +12% the past week. 📈"  
[X Link](https://x.com/EquityBrian/status/1968423362163601915)  2025-09-17T21:14Z [----] followers, [----] engagements


"If investors are underweight China (which they are) and it keeps working theyll chase. Thats how under-owned turns into momentum. Watch the flows not just the headlines"  
[X Link](https://x.com/EquityBrian/status/1968469340174332120)  2025-09-18T00:17Z [----] followers, [----] engagements


"Go MAX long China. $KWEB $BABA $BIDU NFA. TRUMP-XI CALL AT 9AM ET FRIDAY: US OFFICIAL https://t.co/6uMvSSlUxw https://t.co/FtKM6KGWYp TRUMP-XI CALL AT 9AM ET FRIDAY: US OFFICIAL https://t.co/6uMvSSlUxw https://t.co/FtKM6KGWYp"  
[X Link](https://x.com/EquityBrian/status/1968681762533392580)  2025-09-18T14:21Z [----] followers, [----] engagements


"Sometimes the best trade is no trade"  
[X Link](https://x.com/EquityBrian/status/1969281225639490047)  2025-09-20T06:03Z [----] followers, [----] engagements


"Forward P/E for China MSCI: just 13.7x"  
[X Link](https://x.com/EquityBrian/status/1969474754491863082)  2025-09-20T18:52Z [----] followers, [----] engagements


"@JimmyButlerCap 🫡 I basically rage-quit everything non-China and went max degen into $BABA + $BIDU for a few months lucky it didnt end in tears. Still long both (also $KWEB) but Ive taken a lot of profit along the way"  
[X Link](https://x.com/EquityBrian/status/1969516475850301574)  2025-09-20T21:38Z [----] followers, [---] engagements


"@TradureApp Chill"  
[X Link](https://x.com/EquityBrian/status/1969563022235746757)  2025-09-21T00:43Z [----] followers, [--] engagements


"Long $FOUR $FOUR is a $7.6 billion market cap that is looking at producing $1 billion in FCF in [----] growing top line 30% with operating leverage. Great leadership and strong culture differentiated product strategy high ROIC business. Seems like a no-brainer. $FOUR is a $7.6 billion market cap that is looking at producing $1 billion in FCF in [----] growing top line 30% with operating leverage. Great leadership and strong culture differentiated product strategy high ROIC business. Seems like a no-brainer"  
[X Link](https://x.com/EquityBrian/status/1969793842426622127)  2025-09-21T16:00Z [----] followers, [----] engagements


"Under-owned value turning into momentum. Thats what China feels like right now. $KWEB $BABA $BIDU 👇 https://open.substack.com/pub/coughlincapital/p/chinas-rally-has-real-legsr=16tdpn&utm_medium=ios https://open.substack.com/pub/coughlincapital/p/chinas-rally-has-real-legsr=16tdpn&utm_medium=ios"  
[X Link](https://x.com/EquityBrian/status/1969803303237415298)  2025-09-21T16:37Z [----] followers, [----] engagements


"@ChillMars66 Why you so obsessed with MPNGY"  
[X Link](https://x.com/EquityBrian/status/1970095646674653616)  2025-09-22T11:59Z [----] followers, [--] engagements


"$JD at $40+ by year end. NFA"  
[X Link](https://x.com/EquityBrian/status/1970238151042941247)  2025-09-22T21:25Z [----] followers, [----] engagements


"@JoniBussman @dirtygreenpaper BABA PDD and even MPNGY are better businesses by miles. And in China most folks I know dont even like using JDs service"  
[X Link](https://x.com/EquityBrian/status/1970592042024665146)  2025-09-23T20:52Z [----] followers, [---] engagements


"@zoomyzoomm 7x [----] FCF for 20% top and bottom line growth is wild"  
[X Link](https://x.com/EquityBrian/status/1970626779875590387)  2025-09-23T23:10Z [----] followers, [---] engagements


"When they say AI I hear $BABA Intelligence. ALIBABA'S EDDIE WU: LLM WILL BE THE NEXT OPERATING SYSTEM. QWEN WILL BE THE NEXT ANDROID. AI CLOUD WILL BE THE NEXT COMPUTER AND TOKEN WILL BE THE NEXT ELECTRICITY. #CHINA #AI #ALIBABA $BABA #AGI #ASI #LLM https://t.co/SSQiIyYKnU https://t.co/h12ayuXeMD ALIBABA'S EDDIE WU: LLM WILL BE THE NEXT OPERATING SYSTEM. QWEN WILL BE THE NEXT ANDROID. AI CLOUD WILL BE THE NEXT COMPUTER AND TOKEN WILL BE THE NEXT ELECTRICITY. #CHINA #AI #ALIBABA $BABA #AGI #ASI #LLM https://t.co/SSQiIyYKnU https://t.co/h12ayuXeMD"  
[X Link](https://x.com/EquityBrian/status/1970677197481599135)  2025-09-24T02:30Z [----] followers, [---] engagements


"30%+ CAGR in both Payments and Subscription revenue. Yet the market prices $FOUR at just 7x [----] FCF"  
[X Link](https://x.com/EquityBrian/status/1970705906909262018)  2025-09-24T04:24Z [----] followers, [----] engagements


"@ClarkSquareCap $FOUR: $7B MC compounding 30% annually with clear operating leverage guiding for $1B in FCF by [----]. Founder still runs the show and has been steadily buying stock in the open market"  
[X Link](https://x.com/EquityBrian/status/1970969084868296770)  2025-09-24T21:50Z [----] followers, [--] engagements


"We need a bear market just to remind half this app theyre not Warren Buffett"  
[X Link](https://x.com/EquityBrian/status/1971266859711463513)  2025-09-25T17:33Z [----] followers, [----] engagements


"@DeepValue47 Bro I mean a bear market that lasts more than a couple fucking months. We havent had a REAL downturn since 08/09"  
[X Link](https://x.com/EquityBrian/status/1971390835813122368)  2025-09-26T01:46Z [----] followers, [--] engagements


"@ReturnsJourney Thoughts on $FOUR"  
[X Link](https://x.com/EquityBrian/status/1971676957852262727)  2025-09-26T20:43Z [----] followers, [---] engagements


"@NobleInvesting No PT. But if this China/HSI bull run keeps going I dont see how JD isnt over $40 by year end"  
[X Link](https://x.com/EquityBrian/status/1971804212745904364)  2025-09-27T05:08Z [----] followers, [---] engagements


"Large caps have never looked less attractive. $SPX"  
[X Link](https://x.com/EquityBrian/status/1972117912636063884)  2025-09-28T01:55Z [----] followers, [----] engagements


"Global easing wave + dollar weakness = RIP USD"  
[X Link](https://x.com/EquityBrian/status/1972637813998006553)  2025-09-29T12:21Z [----] followers, [----] engagements


"@ChillMars66 Are you paid to promote Meituan or something Holy shit"  
[X Link](https://x.com/EquityBrian/status/1972700073625575849)  2025-09-29T16:28Z [----] followers, [--] engagements


"Hows that objective Investing isnt about whose model is prettier its about valuation. $BIDU core biz has been such a drag that the stock trades like the AI optionality + everything else is worth zero. Thats the whole point: its cheap. You dont have to love the biz to see the value"  
[X Link](https://x.com/EquityBrian/status/1972721565612593372)  2025-09-29T17:54Z [----] followers, [---] engagements


"@NobleInvesting I still think its cheap relative to where it should trade. I didnt expect it to rip this high this fast so I dont have much conviction on the short-term price action. Im still long a decent position in calls though"  
[X Link](https://x.com/EquityBrian/status/1972722919718392024)  2025-09-29T17:59Z [----] followers, [--] engagements


"@Kross_Roads Wouldnt call them mistakes just different views. $FOUR is priced like it has no growth yet its very likely to compound revenue and earnings far faster than PYPL over the next few years. Thats the whole point"  
[X Link](https://x.com/EquityBrian/status/1973106911978360915)  2025-09-30T19:25Z [----] followers, [---] engagements


"AI is starting to look less like innovation and more like an arms race of overspending. Hard not to call it a bubble"  
[X Link](https://x.com/EquityBrian/status/1973371073598202093)  2025-10-01T12:55Z [----] followers, [----] engagements


"I think most investors are writing this China rally off as just another bounce. To me this looks like the beginning of a long overdue bull market👇 https://open.substack.com/pub/coughlincapital/p/chinas-rally-has-real-legsr=16tdpn&utm_medium=ios https://open.substack.com/pub/coughlincapital/p/chinas-rally-has-real-legsr=16tdpn&utm_medium=ios"  
[X Link](https://x.com/EquityBrian/status/1973452543805243431)  2025-10-01T18:18Z [----] followers, [----] engagements


"Another day another 52w high for $BABA"  
[X Link](https://x.com/EquityBrian/status/1973470269441442256)  2025-10-01T19:29Z [----] followers, [----] engagements


"Berkshire is making $13B annually in risk-free returns. Buffett is such a GOAT Berkshire Hathaway $BRK.B has around $344 billion in cash pumping out over $13 billion in US Treasury-based income annually. So far this year it's earned about $10 billion which can entirely fund its reported acquisition of Occidental's $OXY petrochemical division OxyChem. Berkshire Hathaway $BRK.B has around $344 billion in cash pumping out over $13 billion in US Treasury-based income annually. So far this year it's earned about $10 billion which can entirely fund its reported acquisition of Occidental's $OXY"  
[X Link](https://x.com/EquityBrian/status/1973489562505847142)  2025-10-01T20:45Z [----] followers, [----] engagements


"Tech valuations today vs [----] (Goldman) [--] median P/E: 41x Current median P/E: 31x"  
[X Link](https://x.com/EquityBrian/status/1973716726895571235)  2025-10-02T11:48Z [----] followers, 40.1K engagements


"@khawatmiTradez @julius5207 Why cause the stock price says so"  
[X Link](https://x.com/EquityBrian/status/1974673187402379287)  2025-10-05T03:09Z [----] followers, [--] engagements


"AI is inevitable. Profits are optional"  
[X Link](https://x.com/EquityBrian/status/1975362274555838599)  2025-10-07T00:47Z [----] followers, [----] engagements


"@cronosbro China AI runs on a completely different cost curve than the US. That changes everything. But my bet on BABA/BIDU wasnt about AI (that was a free call option) it was valuation"  
[X Link](https://x.com/EquityBrian/status/1975370888318206097)  2025-10-07T01:21Z [----] followers, [--] engagements


"$FOUR A few excerpts from a Tegus call w/ former VP at $FOUR VP in discussion with Jared "With my selling skills and you are just your genius we could probably take over some small countries." Jared looked visibly upset. I remember like it was yesterday. He just said to me "Why https://t.co/4OY3VfmYcP A few excerpts from a Tegus call w/ former VP at $FOUR VP in discussion with Jared "With my selling skills and you are just your genius we could probably take over some small countries." Jared looked visibly upset. I remember like it was yesterday. He just said to me "Why https://t.co/4OY3VfmYcP"  
[X Link](https://x.com/EquityBrian/status/1975778127633916314)  2025-10-08T04:19Z [----] followers, [----] engagements


"Weve seen this play out a million times Trump shoots first and thinks later. Scott Bessent will likely come out clear the air and a deal gets done. They havent come this far just to squash it a few weeks before a set meeting"  
[X Link](https://x.com/EquityBrian/status/1976690029586980913)  2025-10-10T16:43Z [----] followers, [----] engagements


"@wedgegoat No not really. This is just the two sides negotiating out in the open"  
[X Link](https://x.com/EquityBrian/status/1976708400978526336)  2025-10-10T17:56Z [----] followers, [--] engagements


"That didnt take long. He blinked faster than expected. Trump talks tough. Markets panic. I buy. $BABA $JD https://t.co/b7P0UA1T9M Trump talks tough. Markets panic. I buy. $BABA $JD https://t.co/b7P0UA1T9M"  
[X Link](https://x.com/EquityBrian/status/1977480251686154294)  2025-10-12T21:03Z [----] followers, [----] engagements


"@Alibaba_Qwen 👏"  
[X Link](https://x.com/EquityBrian/status/1978151332247708039)  2025-10-14T17:30Z [----] followers, [---] engagements


"Turns out a lot of these AI benchmarks are basically rigged scrimmages. $META tests [--] variants OpenAI trains on the test and $GOOG gets 40% of the data. Chinas gap may be smaller than anyone in Silicon Valley wants to admit"  
[X Link](https://x.com/EquityBrian/status/1978622850593419637)  2025-10-16T00:43Z [----] followers, [----] engagements


"@cronosbro Theyre mostly open source or open weights and they just dont have access to the same scale of user data or test feedback that Google OpenAI or Meta get. Hard to rig benchmarks when your models are public"  
[X Link](https://x.com/EquityBrian/status/1978624500099948918)  2025-10-16T00:50Z [----] followers, [--] engagements


"@plantmath1 Its based in Kazakhstan which borders Russia and they recently acquired a business to expand into Turkey. Both Kazakhstan and Turkey have inflation risk and the Russia-Ukraine war definitely weighs on sentiment"  
[X Link](https://x.com/EquityBrian/status/1978872455440617980)  2025-10-16T17:15Z [----] followers, [---] engagements


"@catalicini Looked at normalized earnings (exinstant delivery war). $JD trading at 10x those earnings and about half the market cap is cash"  
[X Link](https://x.com/EquityBrian/status/1979259151281721594)  2025-10-17T18:52Z [----] followers, [---] engagements


"Gold now makes up a bigger share of global reserves than U.S. Treasuries for the first time since [----]. The dollars dominance isnt what it used to be"  
[X Link](https://x.com/EquityBrian/status/1979634916553007456)  2025-10-18T19:45Z [----] followers, [---] engagements


"Retweet [--] CHANCE [--] WIN NEXT 20K GIVEAWAY http://t.co/kCQJJ8jNqt http://www.twitch.tv/nioxunstoppable http://www.twitch.tv/nioxunstoppable"  
[X Link](https://x.com/EquityBrian/status/500788953218564096)  2014-08-16T23:39Z [----] followers, [--] engagements


"RETWEET [--] CHANCE [--] WIN NET 20K GIVEAWAY http://t.co/kCQJJ8jNqt http://www.twitch.tv/nioxunstoppable http://www.twitch.tv/nioxunstoppable"  
[X Link](https://x.com/EquityBrian/status/500800899540086785)  2014-08-17T00:26Z [----] followers, [--] engagements


"UMG Admins Are No Help Man Just Got Hit & Lost [--] Creds Cause They Dont Understand ANYTHING"  
[X Link](https://x.com/EquityBrian/status/591843234403512320)  2015-04-25T05:56Z [----] followers, [--] engagements


"Check out my broadcast from my PlayStation4 #PS4live (Madden NFL 16) live at http://www.twitch.tv/nioxunstoppable http://www.twitch.tv/nioxunstoppable"  
[X Link](https://x.com/EquityBrian/status/683123130324414464)  2016-01-02T03:10Z [----] followers, [--] engagements


""Money Longer" - Lil Uzi Vert"  
[X Link](https://x.com/EquityBrian/status/718980683692183552)  2016-04-10T01:55Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing