# ![@JRambo0810 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3900423688.png) @JRambo0810 John J

John J posts on X about $pltr, $jd, $baba, baba the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::3900423688/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3900423688/c:line/m:interactions.svg)

- [--] Week [-----] -65%
- [--] Month [------] +47,478%
- [--] Months [------] -65%
- [--] Year [-------] -94%

### Mentions: [--] [#](/creator/twitter::3900423688/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3900423688/c:line/m:posts_active.svg)

- [--] Week [--] +13%
- [--] Month [--] +1,467%
- [--] Months [--] +15%
- [--] Year [---] -58%

### Followers: [-----] [#](/creator/twitter::3900423688/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3900423688/c:line/m:followers.svg)

- [--] Week [---] +0.63%
- [--] Month [---] +1.60%
- [--] Months [---] -5.80%
- [--] Year [---] +1.80%

### CreatorRank: undefined [#](/creator/twitter::3900423688/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3900423688/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [us election](/list/us-election) 

**Social topic influence**
[$pltr](/topic/$pltr), [$jd](/topic/$jd), [$baba](/topic/$baba), [baba](/topic/baba), [$bidu](/topic/$bidu), [china](/topic/china), [stocks](/topic/stocks), [market cap](/topic/market-cap), [pltr](/topic/pltr), [$nvda](/topic/$nvda)

**Top assets mentioned**
[Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alibaba Group (BABA)](/topic/$baba) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Tesla, Inc. (TSLA)](/topic/$tsla) [Apple, Inc. (AAPL)](/topic/$aapl) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Etsy Inc (ETSY)](/topic/$etsy) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Walmart, Inc. (WMT)](/topic/$wmt) [PubMatic, Inc. (PUBM)](/topic/$pubm) [Metadium (META)](/topic/$meta) [Snap, Inc. (SNAP)](/topic/$snap) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Salesforce Inc (CRM)](/topic/$crm) [Paramount Global (PARA)](/topic/$para) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Sweetgreen Inc. (SG)](/topic/$sg) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Now Coin (NOW)](/topic/$now)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$FSLY $8.5 billion enterprise value. $250 million in sales and negative $37 million in EBITDA. Trading at 35x sales. $DDOG $25 billion enterprise value. $480 million in sales and $12 million in EBITDA. Trading at 52x sales. I can go on and on and on $COUP $ZS $CRWD $TWLO"  
[X Link](https://x.com/JRambo0810/status/1298295559569235970)  2020-08-25T16:25Z [---] followers, [--] engagements


"Shorts wondering why $RKT green on a double downgrade"  
[X Link](https://x.com/JRambo0810/status/1351627902371188736)  2021-01-19T20:29Z [---] followers, [--] engagements


"$PARA at May [----] levels. Insane"  
[X Link](https://x.com/JRambo0810/status/1570048154531401734)  2022-09-14T13:53Z [---] followers, [--] engagements


"Paramount+ on Prime Anyone know what this is about $PARA $AMZN"  
[X Link](https://x.com/JRambo0810/status/1581828310916792320)  2022-10-17T02:03Z [---] followers, [--] engagements


"Someone explain to me why $MNST trades close to 50x earnings and near ATH"  
[X Link](https://x.com/JRambo0810/status/1599882806011645953)  2022-12-05T21:45Z [---] followers, [--] engagements


"How the fkkk is $PYPL red today 🤣🤣🤣"  
[X Link](https://x.com/JRambo0810/status/1659283822473621504)  2023-05-18T19:44Z [---] followers, [--] engagements


"Who has their foot on the neck of $PYPL Now trading at 12x PE with a 7% FCF yield"  
[X Link](https://x.com/JRambo0810/status/1661818121793986563)  2023-05-25T19:34Z [---] followers, [--] engagements


"$SHOP having a bigger market cap than $PYPL is stupid"  
[X Link](https://x.com/JRambo0810/status/1662073931262459905)  2023-05-26T12:31Z [---] followers, [--] engagements


"@Quarry_Rock Will be $ZM [---] massive pull forward creates tough comps with minimal growth moving forward"  
[X Link](https://x.com/JRambo0810/status/1670601349908537346)  2023-06-19T01:16Z [---] followers, [--] engagements


"$TSLA has gained $300 billion on supercharger partnerships with $F $GM and others. Yet these partnerships will barley impact its P&L per Piper. Even if all other brands join the orgy revenue will be $10 billion. Insanity happening"  
[X Link](https://x.com/JRambo0810/status/1671359365360615425)  2023-06-21T03:28Z [---] followers, [---] engagements


"Look at this crock of shit analyst Tom Narayan at RBC upgrading $TSLA to $305 using a [----] revenue estimate for FSD and a [----] revenue estimate for robotaxis. What kind of nonsense is this @Quarry_Rock @Crussian17"  
[X Link](https://x.com/JRambo0810/status/1671360500301541376)  2023-06-21T03:33Z [---] followers, [---] engagements


"$TSLA Cybertruck will be a major flop if it ever comes out"  
[X Link](https://x.com/JRambo0810/status/1671554847747735552)  2023-06-21T16:26Z [---] followers, [---] engagements


"PSA $TSLA BULLS: RBC's $305 $TSLA PT assumes $59 BILLION in FSD revenues by [----] & $100 BILLION cumulative revenue for robotaxis by [----]. They slap a 10x multiple on these sales & discount them back over [--] years All this for less than 10% upside this morning DON'T BE STUPID"  
[X Link](https://x.com/JRambo0810/status/1671617586646196226)  2023-06-21T20:35Z [---] followers, [---] engagements


"$TSLA GAAP EPS expectations for [----] are $3.06. 85x multiple. Who the fk is buying this here At 40x which is still high this gets more than cut in half"  
[X Link](https://x.com/JRambo0810/status/1671974334791819283)  2023-06-22T20:12Z [---] followers, [--] engagements


"$TSLA outperforming $NVDA over the past month even though $NVDA guided revenue up 50% and $TSLA EPS and margins continue to tank"  
[X Link](https://x.com/JRambo0810/status/1672283250750832650)  2023-06-23T16:39Z [---] followers, [---] engagements


"Will you guys stop buying $AAPL for the love of god"  
[X Link](https://x.com/JRambo0810/status/1672285460897341441)  2023-06-23T16:48Z [---] followers, [--] engagements


"$TSLA is primarily a China growth play. While all China tech stocks are imploding $TSLA is up 110% YTD. Makes zero sense especially as competition intensifies in that region"  
[X Link](https://x.com/JRambo0810/status/1672290062250262530)  2023-06-23T17:07Z [---] followers, [--] engagements


"This is really bad $TSLA"  
[X Link](https://x.com/JRambo0810/status/1672304227018854402)  2023-06-23T18:04Z [---] followers, [--] engagements


"$TSLA is in trouble If you are interested in $TSLA or Mercedes or Ford or any automaker or just the industry in general you need to get to know BYD. Time for a quick thread. If you are interested in $TSLA or Mercedes or Ford or any automaker or just the industry in general you need to get to know BYD. Time for a quick thread"  
[X Link](https://x.com/JRambo0810/status/1672803904168292352)  2023-06-25T03:08Z [---] followers, [---] engagements


"@garyblack00 @fly4dat Competitors already have L4. $TSLA isnt going to beat anyone to full autonomy"  
[X Link](https://x.com/JRambo0810/status/1673120191864004611)  2023-06-26T00:06Z [---] followers, [--] engagements


"$AAPL gonna be up another 1% tomorrow as folks flee to safety"  
[X Link](https://x.com/JRambo0810/status/1673832451561455617)  2023-06-27T23:15Z [---] followers, [--] engagements


"They gonna take $AAPL to 35x earnings or what"  
[X Link](https://x.com/JRambo0810/status/1674033094591127552)  2023-06-28T12:33Z [---] followers, [--] engagements


"$AMZN market cap $1.3 trillion $BABA market cap $220 billion Over $1 trillion gap. Does that make sense to you It doesnt make sense to me. Look for this gap to close within next few years"  
[X Link](https://x.com/JRambo0810/status/1674059361457405956)  2023-06-28T14:23Z [---] followers, [---] engagements


"The answer was yes $AAPL"  
[X Link](https://x.com/JRambo0810/status/1674176683618779141)  2023-06-28T22:07Z [---] followers, [---] engagements


"Waiting on any analyst to downgrade $AAPL here on valuation"  
[X Link](https://x.com/JRambo0810/status/1674216343518806022)  2023-06-29T00:40Z [---] followers, [--] engagements


"$AAPL at 33x earnings is insane"  
[X Link](https://x.com/JRambo0810/status/1674418671727554561)  2023-06-29T14:05Z [---] followers, [--] engagements


"Which one of you dopes is bidding up $AAPL at 33x earnings"  
[X Link](https://x.com/JRambo0810/status/1674492972350488577)  2023-06-29T19:01Z [---] followers, [--] engagements


"@HedgeyeComm Adtech reports soon $MGNI $PUBM $TTD could benifit"  
[X Link](https://x.com/JRambo0810/status/1687499259204050945)  2023-08-04T16:22Z [---] followers, [---] engagements


"$ETSY cut in half in [--] months"  
[X Link](https://x.com/JRambo0810/status/1691523462819377152)  2023-08-15T18:53Z [---] followers, [---] engagements


"@Crussian17 When $PINS green"  
[X Link](https://x.com/JRambo0810/status/1691815793716002858)  2023-08-16T14:14Z [---] followers, [---] engagements


"Wtf is up with $ETSY"  
[X Link](https://x.com/JRambo0810/status/1691883768569598401)  2023-08-16T18:44Z [---] followers, [---] engagements


"$WOOF PetCo has been down every single trading day in August 💀"  
[X Link](https://x.com/JRambo0810/status/1692214864020746510)  2023-08-17T16:40Z [---] followers, [--] engagements


"$ETSY now trading for 15x consensus [----] EPS estimates and about 10x consensus [----] EBITDA. Has this stock ever been this cheap"  
[X Link](https://x.com/JRambo0810/status/1692620879773978911)  2023-08-18T19:33Z [---] followers, [---] engagements


"@Investor_NICK_"  
[X Link](https://x.com/JRambo0810/status/1692621311166623805)  2023-08-18T19:35Z [---] followers, [---] engagements


"Sectors with by far the worst sentiment I have ever seen: AdTech $MGNI $PUBM $APP $APPS China Tech $BABA $JD $BIDU $KWEB Fintech $PYPL $SQ $ADYEY Others"  
[X Link](https://x.com/JRambo0810/status/1692626375788642809)  2023-08-18T19:55Z [---] followers, [---] engagements


"$ETSY Down everyday since earnings is wild"  
[X Link](https://x.com/JRambo0810/status/1694740804034544042)  2023-08-24T15:57Z [---] followers, [---] engagements


"The year is [----] $PINS is still consolidating in a range between $26-28 as investors wait patiently for a breakout"  
[X Link](https://x.com/JRambo0810/status/1696941770498547828)  2023-08-30T17:43Z [---] followers, [--] engagements


"$ETSY loves to tank for no reason"  
[X Link](https://x.com/JRambo0810/status/1699058962140901470)  2023-09-05T13:56Z [---] followers, [---] engagements


"Is there a shittier stock on the planet than $ETSY wtf is up with this"  
[X Link](https://x.com/JRambo0810/status/1699838132689203628)  2023-09-07T17:32Z [---] followers, [---] engagements


"WTF does $AAPL ban have to do with $BABA and why is $BABA down more than $AAPL today"  
[X Link](https://x.com/JRambo0810/status/1699844289155518547)  2023-09-07T17:57Z [---] followers, [---] engagements


"@jimcramer whats going on with $ETSY Get the CEO back on your show asap please"  
[X Link](https://x.com/JRambo0810/status/1700225782004494690)  2023-09-08T19:13Z [---] followers, [--] engagements


"@Tyler_Minix @Alex__Pitti 13x FCF not too cheap to ignore"  
[X Link](https://x.com/JRambo0810/status/1700269983534866625)  2023-09-08T22:08Z [---] followers, [---] engagements


"$ETSY should do around $4.50 of FCF/share and $775 million of adjusted EBITDA in [----]. Puts the stock 15x FCF and 12x EBITDA. Seems extremely cheap"  
[X Link](https://x.com/JRambo0810/status/1700276547578442005)  2023-09-08T22:34Z [---] followers, [---] engagements


"In [----] when $ETSY traded around these levels it was doing $800 million of revenue and $125 million of EBITDA. This year company should do $2.75 billion of revenue and $775 million of EBITDA. And still growing albeit at a slower pace. Yet stock is flat since. Makes no sense"  
[X Link](https://x.com/JRambo0810/status/1700290158593994975)  2023-09-08T23:28Z [---] followers, [----] engagements


"Ive never seen a bigger disconnect between analyst price targets and market price before. $ETSY average target is $110 with majority buy rates and currently trading $65"  
[X Link](https://x.com/JRambo0810/status/1701256941106831550)  2023-09-11T15:30Z [---] followers, [---] engagements


"$ETSY Is a prime example of how manipulated and controlled this market is"  
[X Link](https://x.com/JRambo0810/status/1701368892545786092)  2023-09-11T22:55Z [---] followers, [---] engagements


"$ETSY lowest close in [---] years (May 2020) now at 13x FCF a whale keeps buying puts most of which expire at the end of this week good price here"  
[X Link](https://x.com/JRambo0810/status/1701735239368765470)  2023-09-12T23:11Z [---] followers, [---] engagements


"$ETSY down [--] straight days I think this is the most hated stock on Wall Street"  
[X Link](https://x.com/JRambo0810/status/1702017612576645358)  2023-09-13T17:53Z [---] followers, [---] engagements


"@HedgeyeChina Retail sales big beat Not sure what youre referring to"  
[X Link](https://x.com/JRambo0810/status/1702655403522228712)  2023-09-15T12:07Z [---] followers, [---] engagements


"$ETSY $150 in February $65 now"  
[X Link](https://x.com/JRambo0810/status/1702742302215614774)  2023-09-15T17:52Z [---] followers, [---] engagements


"@thespencerwalsh And this is exactly why the DOJ has an excellent case against $GOOG Adtech. The consumer here is the publisher. Google used a lot of shady practices over the years to extract this type of value from ad budgets. See below for more detail:"  
[X Link](https://x.com/JRambo0810/status/1703045709744795836)  2023-09-16T13:58Z [---] followers, [--] engagements


"@Quarry_Rock check out this thought piece on the $GOOG DOJ antitrust case. DOJ is challenging their dominant adtech market share. I think they have a good case. If forced to lessen their grip on the market opens up HUGE white space for $PUBM"  
[X Link](https://x.com/JRambo0810/status/1704705207957962810)  2023-09-21T03:52Z [---] followers, [--] engagements


"$PUBM down to 5x 2024E EBITDA with almost 30% of its market cap in cash"  
[X Link](https://x.com/JRambo0810/status/1705315993730326973)  2023-09-22T20:19Z [---] followers, [--] engagements


"$JD has about $22 of cash per share on its balance sheet. Currently trading at $29 lol 4x EBITDA & 0.1x revenue for a growing business"  
[X Link](https://x.com/JRambo0810/status/1706670104459764184)  2023-09-26T14:00Z [---] followers, [---] engagements


"$JD enterprise value now = to cash on balance sheet. Absolute insanity"  
[X Link](https://x.com/JRambo0810/status/1707036396790116413)  2023-09-27T14:16Z [---] followers, [---] engagements


"$JD has $23 of cash per share on its balance sheet. Stock trading $29. You would think this is one of the most indebted companies in the world with credit problems. Youd also think revenue / profits are in steep decline. Both are not true"  
[X Link](https://x.com/JRambo0810/status/1707073272032972914)  2023-09-27T16:42Z [---] followers, [---] engagements


"$JD enterprise value down to $23 billion on $130 billion of sales and $7 billion of operating profit. Just insanity the sell off in Chinese stocks"  
[X Link](https://x.com/JRambo0810/status/1707426366625333280)  2023-09-28T16:05Z [---] followers, [---] engagements


"@NickTimiraos Replace that Housing number with real time data from a number of sources showing real time housing prices and rents are flat to up 1% and core inflation goes well below the Fed target. The fed is implementing policy using a rear view mirror"  
[X Link](https://x.com/JRambo0810/status/1707767801593692494)  2023-09-29T14:42Z [---] followers, [--] engagements


"According to the last CPI report. OER is still running at 7%+. If you replace that number with real time data like the data below (0-1%) then core inflation is running well below the Feds 2% target. @NickTimiraos @steveliesman"  
[X Link](https://x.com/JRambo0810/status/1709558155158397222)  2023-10-04T13:16Z [---] followers, [---] engagements


"@Crussian17 The problem is when equities rally oil also rallies. Need to boot oil out of the party"  
[X Link](https://x.com/JRambo0810/status/1709587500459536546)  2023-10-04T15:13Z [---] followers, [--] engagements


"$JD Enterprise Value = $31.4 billion $JD Cash on Balance Sheet = $32.2 billion Revenue growing 10% a year with increasing margins Make it make sense"  
[X Link](https://x.com/JRambo0810/status/1709638899478245579)  2023-10-04T18:37Z [---] followers, [---] engagements


"Did a hedge fund wake up today and decide to offload its entire $JD position Already 9M shares traded with stock down 6% on no news"  
[X Link](https://x.com/JRambo0810/status/1712478725693145153)  2023-10-12T14:41Z [---] followers, [----] engagements


"Jefferies cuts $JD ADR price target to $80 from $97 and the stock tanks 6% under $29 🤣🤣🤣 cant make this up"  
[X Link](https://x.com/JRambo0810/status/1712497065245249719)  2023-10-12T15:54Z [---] followers, [----] engagements


"@sosacapital I think Tiger blowing out their position. This is now a broken stock in price discovery mode to the downside"  
[X Link](https://x.com/JRambo0810/status/1712598800101937592)  2023-10-12T22:39Z [---] followers, [---] engagements


"@sosacapital Jefferies sees no growth next quarter hence their price target cut. From $90 to $80 🤣"  
[X Link](https://x.com/JRambo0810/status/1712599508842954846)  2023-10-12T22:41Z [---] followers, [---] engagements


"I think $GOOG $GOOGL is a short here. If you read the DOJ reports I think there is a 50% chance they lose one of the cases. Market isnt pricing that in"  
[X Link](https://x.com/JRambo0810/status/1717213186401738842)  2023-10-25T16:15Z [---] followers, [---] engagements


"@Crussian17 Oil down. Cleveland fed forecasting almost [--] headline inflation in October. Think the October inflation print in a few weeks will mark the end of the cycle lower and spark a year end rally"  
[X Link](https://x.com/JRambo0810/status/1719409604780515681)  2023-10-31T17:42Z [---] followers, [---] engagements


"Welcome to [----] where any earnings / guidance miss means your company is doomed forever. I dont think Ive seen this many 20-30% beatdowns post earnings even in [----] $TTD"  
[X Link](https://x.com/JRambo0810/status/1722759696187117705)  2023-11-09T23:34Z [---] followers, [---] engagements


"$BABA almost $10 of cash earnings per share trading sub $80 lol"  
[X Link](https://x.com/JRambo0810/status/1725230053171024038)  2023-11-16T19:11Z [---] followers, [---] engagements


"@TheArch55033776 @TrendSpider @naval4you Dying company that just posted 9% revenue growth and 27% earnings growth during Chinas Lehman moment"  
[X Link](https://x.com/JRambo0810/status/1725343271902155244)  2023-11-17T02:41Z [---] followers, [--] engagements


"@0ilHand Its not. Makes no sense to spin out now when China markets are shit and unit metrics not optimal. Would rather them figure out how to grow cloud and reassess later"  
[X Link](https://x.com/JRambo0810/status/1725550160585871590)  2023-11-17T16:23Z [---] followers, [--] engagements


"While the market bids the Mag [--] into the stratosphere here is $BABA trading for 5x FCF after this recent sell off. While still growing despite China going through their Lehman moment"  
[X Link](https://x.com/JRambo0810/status/1730243472626446487)  2023-11-30T15:12Z [---] followers, [---] engagements


"$BABA So Morgan Stanley downgrades to equal weight with a PT of $90. Their bear case is $65 and bull case is $150. So 10% downside vs 100%+ upside. Is this a downgrade or an upgrade"  
[X Link](https://x.com/JRambo0810/status/1730604419857694852)  2023-12-01T15:07Z [---] followers, [---] engagements


"$BABA generating more revenue EBITDA & FCF today than when it was $300+ in [----]. Yet multiple has shrunk by 70%+. Now priced at 6x EBITDA & FCF. Historicaly closer to 30x You would think given the price action metrics are cratering yet Q3 was a record Q @HedgeFundTips"  
[X Link](https://x.com/JRambo0810/status/1730667973524730000)  2023-12-01T19:19Z [---] followers, [---] engagements


"Looking ahead to next year which stocks can be the [----] version of $NVDA and $META One that comes to mind: $BABA $27B FCF today. Potential for $30B+ next year. A 10x multiple is a double from here. 15x is a triple. Currently 5x"  
[X Link](https://x.com/JRambo0810/status/1730687352517923270)  2023-12-01T20:36Z [---] followers, [---] engagements


"Every major US stock relies on China for growth (i.e. $AAPL $TSLA $LULU $SBUX) yet these stocks are all up massively over the last few years while $HSI and mainland stocks trade at levels not seen since the GFC. Make it make sense. $BABA $JD $KWEB"  
[X Link](https://x.com/JRambo0810/status/1733165364421234856)  2023-12-08T16:43Z [---] followers, [---] engagements


"@BillBrewsterTBB Nobody wanted $NVDA at $150 or $META at $90. But they love them at the top"  
[X Link](https://x.com/JRambo0810/status/1733895373549170775)  2023-12-10T17:04Z [---] followers, [--] engagements


"@Adamtradez Dont forget they paying a 1.5% dividend at these prices. $2B annual dividend $10-12B share buybacks with $27B of TTM free cash flow"  
[X Link](https://x.com/JRambo0810/status/1734386148284203225)  2023-12-12T01:34Z [---] followers, [---] engagements


"Id also note $JD has about $22/23 of CASH PER SHARE on its balance sheet. Currently trading $25"  
[X Link](https://x.com/JRambo0810/status/1734605908611838312)  2023-12-12T16:07Z [---] followers, [---] engagements


"Loop Capital on $BABA the balance sheet all-in is worth $48 per share $64% of the current stock price Comment made when stock was trading at $75"  
[X Link](https://x.com/JRambo0810/status/1735002365550317661)  2023-12-13T18:22Z [---] followers, [----] engagements


"$JD enterprise value $25 billion $JD net cash $24 billion 3.5x LTM EBITDA"  
[X Link](https://x.com/JRambo0810/status/1735003259801059738)  2023-12-13T18:26Z [---] followers, [----] engagements


"China stocks dont participate when markets are up and get dumped hard when markets are down. Thats how you create severe underperformance over the last decade $KWEB $JD $BABA $NIO"  
[X Link](https://x.com/anyuser/status/1737566446031380498)  2023-12-20T20:11Z [--] followers, [---] engagements


"@Crussian17 TTM free cash flow is closer to $27B"  
[X Link](https://x.com/JRambo0810/status/1737891694564049006)  2023-12-21T17:44Z [---] followers, [---] engagements


"@casualtakeking Lebron dont play D"  
[X Link](https://x.com/JRambo0810/status/1743506292012958076)  2024-01-06T05:34Z [---] followers, [---] engagements


"@JohnWickPencil @MadConX SBC is a non cash expense so it cannot artificially inflate FCF"  
[X Link](https://x.com/anyuser/status/1744611168348471621)  2024-01-09T06:44Z [--] followers, [--] engagements


"@JohnWickPencil @MadConX False to presume without SBC wages would increase"  
[X Link](https://x.com/JRambo0810/status/1744618760625934610)  2024-01-09T07:15Z [---] followers, [--] engagements


"@TT52663655 It can let the equity go to zero. Equity holders dont carry balance sheet risk. Like I said the equity is already valued at zero"  
[X Link](https://x.com/JRambo0810/status/1747424495768309963)  2024-01-17T01:04Z [---] followers, [---] engagements


"$JD to acquire its [---] million customers you probably need to spend another $50B"  
[X Link](https://x.com/JRambo0810/status/1748087860731727944)  2024-01-18T20:59Z [---] followers, [---] engagements


"$AMZN worth 10x $BABA really"  
[X Link](https://x.com/JRambo0810/status/1750203726701203586)  2024-01-24T17:07Z [---] followers, [---] engagements


"Small caps dont participate when Mag [--] pushes the market higher but eat shit when Mag [--] go down $IWM $QQQ"  
[X Link](https://x.com/JRambo0810/status/1750230868692504669)  2024-01-24T18:55Z [---] followers, [---] engagements


"@aschmidt2930 Adtech guided for solid Q4 growth so they could be taking market share away from Google. Makes sense Google is relinquishing market share in this segment as the DOJ Adtech trial begins in March"  
[X Link](https://x.com/JRambo0810/status/1752478010039517677)  2024-01-30T23:44Z [---] followers, [--] engagements


"Digital advertising is back in full force. Bullish for $META $TTD $MGNI $PUBM Long the above and short $GOOGL is a nice pair trade given DOJ trial next month could be consequential"  
[X Link](https://x.com/JRambo0810/status/1753163858296848854)  2024-02-01T21:10Z [---] followers, [---] engagements


"$AMZN market cap $1.8 trillion $BABA market cap $180 billion"  
[X Link](https://x.com/JRambo0810/status/1753428662228042102)  2024-02-02T14:42Z [---] followers, [---] engagements


"Q4 consensus revenue estimates for $PUBM lower than managements own guidance of $76-80M of sales"  
[X Link](https://x.com/JRambo0810/status/1753505346214035880)  2024-02-02T19:47Z [---] followers, [---] engagements


"@BigBullCap Why is this down 20% wtf"  
[X Link](https://x.com/JRambo0810/status/1754976440406233272)  2024-02-06T21:12Z [---] followers, [---] engagements


"Inflation in the US sell China stocks deflation in China sell China stocks $BABA $JD $KWEB"  
[X Link](https://x.com/JRambo0810/status/1757408769737101412)  2024-02-13T14:17Z [---] followers, [---] engagements


"$PUBM still extremely cheap after todays move trading for 10x EBITDA. Buyback authorization represents 10% of current market cap. 17% of market cap in cash no debt"  
[X Link](https://x.com/JRambo0810/status/1762546245296418977)  2024-02-27T18:32Z [---] followers, [---] engagements


"@RJRCapital This thing is down 90% since IPO. $500M market cap moving 50% who cares. Happens everyday"  
[X Link](https://x.com/JRambo0810/status/1762601069941576025)  2024-02-27T22:10Z [---] followers, [---] engagements


"$BIDU is a legitimate AI play probably the leading AI company in China and trades for 5x earnings. This market is completely irrational"  
[X Link](https://x.com/JRambo0810/status/1763240644166688826)  2024-02-29T16:31Z [---] followers, [---] engagements


"$META is overvalued at 9x sales and 33x PE. Zuck has been selling huge chunks. Time to buy was $100 not $500"  
[X Link](https://x.com/JRambo0810/status/1763258709923315905)  2024-02-29T17:43Z [---] followers, [---] engagements


"$NVDA gained an entire $BABA from its lows just [--] days ago"  
[X Link](https://x.com/JRambo0810/status/1763649385731150166)  2024-03-01T19:35Z [---] followers, [---] engagements


"@Quarry_Rock Bro its getting silly. Why NVDA up 4% today AMD up 15% this week on no news"  
[X Link](https://x.com/JRambo0810/status/1763681169021792464)  2024-03-01T21:42Z [---] followers, [--] engagements


"$NVDA has gone parabolic"  
[X Link](https://x.com/JRambo0810/status/1764461345481634167)  2024-03-04T01:22Z [---] followers, [---] engagements


"People claiming $NVDA is cheap at 30x earnings fail to realize that this is a cyclical business prone to booms and busts. Paying 30x for peak earnings at the height of the AI infrastructure boom can become very expensive very fast"  
[X Link](https://x.com/JRambo0810/status/1764650811940905300)  2024-03-04T13:55Z [---] followers, [---] engagements


"4 year bear market for China tech when will the pain end $KWEB $BABA $JD $BIDU"  
[X Link](https://x.com/JRambo0810/status/1764652710127689856)  2024-03-04T14:02Z [---] followers, [----] engagements


"$NVDA gaining $50 billion of market cap daily is totally healthy and normal"  
[X Link](https://x.com/JRambo0810/status/1764676129019850929)  2024-03-04T15:35Z [---] followers, [---] engagements


"$META LMAO WTF"  
[X Link](https://x.com/JRambo0810/status/1764780035204903122)  2024-03-04T22:28Z [---] followers, [---] engagements


"$META IS OUT OF CONTROL"  
[X Link](https://x.com/JRambo0810/status/1764785405444972965)  2024-03-04T22:50Z [---] followers, [---] engagements


"Zuckerberg unloading another $39M of $META stock and you idiots bidding it up"  
[X Link](https://x.com/JRambo0810/status/1764811395877548458)  2024-03-05T00:33Z [---] followers, [---] engagements


"What happens in a recession Capex first to get cut. All of $NVDA revenue is another companys capex. Chips are a cyclical business prone to booms and busts"  
[X Link](https://x.com/JRambo0810/status/1765028210960478268)  2024-03-05T14:54Z [---] followers, [---] engagements


"@munster_gene If according to you $Nvda WILL experience an eventual bust due to inventory glut why does it deserve to trade at 20x forward sales Doesnt that discount perpetual growth"  
[X Link](https://x.com/JRambo0810/status/1765038970520400036)  2024-03-05T15:37Z [---] followers, [--] engagements


"$JD $19 billion enterprise value $150 billion sales / $5 billion EBITDA 0.1x sales / 2.9x EBITDA $24 billion net cash on balance sheet 2.7% dividend Earnings out tomorrow AM"  
[X Link](https://x.com/JRambo0810/status/1765058542728355864)  2024-03-05T16:55Z [---] followers, [---] engagements


"@BigBullCap This doesnt warrant a 15% move"  
[X Link](https://x.com/JRambo0810/status/1765122566383948144)  2024-03-05T21:09Z [---] followers, [----] engagements


"JP Morgan on $BIDU: "Share price reaction is overdone. Maintain view that Baidus current share price at 10x consensus 2024E P/E does not price in gen-AI monetization potential offering an attractive entry point. Maintain OW with PTs of US$215/HK$210 still on 15x 2024E P/E.""  
[X Link](https://x.com/JRambo0810/status/1765131555997925734)  2024-03-05T21:45Z [---] followers, [---] engagements


"Consensus estimates for $NVDA below: Stock currently trading at 30x NTM EBITDA and 35x NTM EPS Analysts assume margins stay at 75% through [----] Lofty expectations"  
[X Link](https://x.com/JRambo0810/status/1765135498203255041)  2024-03-05T22:01Z [---] followers, [---] engagements


"@pandawatch88 Now deduct cash on balance sheet and redo your multiples"  
[X Link](https://x.com/JRambo0810/status/1765414371532869906)  2024-03-06T16:29Z [---] followers, [--] engagements


"DOJ trial pushed out to September but I still stand by this pair trade $GOOGL $GOOG $META $TTD $MGNI $PUBM Digital advertising is back in full force. Bullish for $META $TTD $MGNI $PUBM Long the above and short $GOOGL is a nice pair trade given DOJ trial next month could be consequential Digital advertising is back in full force. Bullish for $META $TTD $MGNI $PUBM Long the above and short $GOOGL is a nice pair trade given DOJ trial next month could be consequential"  
[X Link](https://x.com/JRambo0810/status/1765553197790204016)  2024-03-07T01:40Z [---] followers, [---] engagements


"@theresa_perrin Welcome to the rigged American stock market where they dont want China to thrive"  
[X Link](https://x.com/JRambo0810/status/1765818985885401107)  2024-03-07T19:17Z [---] followers, [--] engagements


"@theresa_perrin If they fear trump these stocks wont do anything all year"  
[X Link](https://x.com/JRambo0810/status/1765820474557153446)  2024-03-07T19:23Z [---] followers, [--] engagements


"$SMCI has $325M of net cash on its balance sheet against a $65B market cap"  
[X Link](https://x.com/JRambo0810/status/1766196470246453648)  2024-03-08T20:17Z [---] followers, [----] engagements


"@Quarry_Rock Rock this SMCI stinks. Im digging into it now. $325M of net cash on balance sheet 10% margins. $65B market cap"  
[X Link](https://x.com/JRambo0810/status/1766196830658847089)  2024-03-08T20:18Z [---] followers, [--] engagements


"So we adding $SMCI to the S&P500 at $1100 a share / $65 billion market cap 🤣"  
[X Link](https://x.com/JRambo0810/status/1767240477516894634)  2024-03-11T17:25Z [---] followers, [---] engagements


"@Crussian17 China stocks down more than US on a hot US inflation report when China is desperate for inflation"  
[X Link](https://x.com/JRambo0810/status/1768354610673074381)  2024-03-14T19:12Z [---] followers, [---] engagements


"@Quarry_Rock @warren_tt Easier fish to fry. Betting against the crowd requires precise timing and is just too hard in the long run. Many tried shorting at $400 $500 $600 etc and have gotten wrecked"  
[X Link](https://x.com/JRambo0810/status/1770255733998637541)  2024-03-20T01:07Z [---] followers, [--] engagements


"@Quarry_Rock @warren_tt Easier shorts are everything that went up because of NVDA like SMCI AMD SOUN etc"  
[X Link](https://x.com/JRambo0810/status/1770255864076611592)  2024-03-20T01:07Z [---] followers, [--] engagements


"@EquityBrian BABA is much cheaper than that. Its 4x FCF which implies 20%+ yield. $180B market cap less $80B of cash and $25-30B of FCF"  
[X Link](https://x.com/JRambo0810/status/1773683211295445233)  2024-03-29T12:06Z [---] followers, [----] engagements


"JP Morgan on $BIDU 4/19/2024 "We believe Baidu remains the best AI play in our coverage universe in [----] given an attractive risk/reward. bull case where it re-rates to a 13-15x 2024E P/E if it delivers meaningful monetization of gen-AI in 2024." PT $175"  
[X Link](https://x.com/JRambo0810/status/1783210689076531302)  2024-04-24T19:05Z [---] followers, [----] engagements


"$TTD 250x PE and 22x sales going into its print. What are bulls hoping for here Seems like a stay flat / tank scenario"  
[X Link](https://x.com/JRambo0810/status/1787488573345706254)  2024-05-06T14:24Z [---] followers, [---] engagements


"@gurgavin $56B market cap on $600M of quarterly revenue lol"  
[X Link](https://x.com/JRambo0810/status/1787574350129852635)  2024-05-06T20:05Z [---] followers, [----] engagements


"$NVDA down No prob pump $AAPL. $AAPL down No prob pump $META. $META down No prob pump $GOOG. $GOOG down No prob pump $AMZN. Pump $IWM and $RSP every once in a while to give the illusion of breadth. Market is a charade right now. $QQQ $SPY"  
[X Link](https://x.com/JRambo0810/status/1787896250953548249)  2024-05-07T17:24Z [---] followers, [---] engagements


"@Sumeet2692 My thesis was the company was priced as a non-going concern. Given their cash balance and healthy balance sheet I took a position thinking my downside was limited. Valuation today has normalized so I feel I dont really have an edge over what is being priced in"  
[X Link](https://x.com/JRambo0810/status/1787980066451755128)  2024-05-07T22:57Z [---] followers, [--] engagements


"@Jake__Wujastyk @etrade Morgan Stanley covering their shorts"  
[X Link](https://x.com/JRambo0810/status/1790031792180707641)  2024-05-13T14:50Z [---] followers, [---] engagements


"Short $MS because of this ETrade debacle"  
[X Link](https://x.com/JRambo0810/status/1790036472466133209)  2024-05-13T15:08Z [---] followers, [---] engagements


"@Quarry_Rock Its either this Q or the next. Cant trade at 40x sales forever as a semi. Naturally cyclical. If not for AI NVDA prob still sub $250"  
[X Link](https://x.com/JRambo0810/status/1790219197210886627)  2024-05-14T03:14Z [---] followers, [--] engagements


"$MS up 50% from October lows. lol"  
[X Link](https://x.com/JRambo0810/status/1790386458152284524)  2024-05-14T14:19Z [---] followers, [--] engagements


"Who is the incremental buyer here $SPY $QQQ"  
[X Link](https://x.com/JRambo0810/status/1790817404466942436)  2024-05-15T18:51Z [---] followers, [---] engagements


"$CMG Time to short https://www.tiktok.com/t/ZTLbwjSpV/ https://www.tiktok.com/t/ZTLbwjSpV/"  
[X Link](https://x.com/JRambo0810/status/1791205530507079736)  2024-05-16T20:34Z [---] followers, [--] engagements


"Market all time highs economy on fire with no signs of slowing down why would the Fed cut rates $spy $qqq"  
[X Link](https://x.com/JRambo0810/status/1791459340634759492)  2024-05-17T13:22Z [---] followers, [--] engagements


"$SPY up 7% in [--] days because of a 0.1% beat on monthly inflation estimates lol"  
[X Link](https://x.com/JRambo0810/status/1792573391653716311)  2024-05-20T15:09Z [---] followers, [---] engagements


"So $AAPL cutting prices in China to stay competitive is boolish"  
[X Link](https://x.com/JRambo0810/status/1792625440030445623)  2024-05-20T18:36Z [---] followers, [---] engagements


"@Quarry_Rock $MS $GS up 20% in a straight line from April lows lol"  
[X Link](https://x.com/JRambo0810/status/1792638325590741296)  2024-05-20T19:27Z [---] followers, [--] engagements


"$AAPL is touted for its strong balance sheet daily. Company has $105B of debt & $67B of cash & ST investments ($33B liquid). Company is spending almost all of its FCF on buybacks with stock near ATH. Is this really an A+ balance sheet Is it prudent to buy back stock near ATH"  
[X Link](https://x.com/JRambo0810/status/1793069637657059593)  2024-05-22T00:01Z [---] followers, [---] engagements


"Market experiencing a full on AI hard on $AAPL $GOOGL $NVDA $ARM $META $AMD $SMH $XLU"  
[X Link](https://x.com/JRambo0810/status/1793106462123892939)  2024-05-22T02:27Z [---] followers, [---] engagements


"lol nobody paying for this BS $AMZN AMAZON PLANS AI OVERHAUL AND SUBSCRIPTION FEE FOR ALEXA $AMZN is reportedly planning to upgrade its Alexa voice assistant with generative AI and introduce a monthly subscription fee separate from the $139/year Prime membership according to sources. The enhanced Alexa aims to AMAZON PLANS AI OVERHAUL AND SUBSCRIPTION FEE FOR ALEXA $AMZN is reportedly planning to upgrade its Alexa voice assistant with generative AI and introduce a monthly subscription fee separate from the $139/year Prime membership according to sources. The enhanced Alexa aims to"  
[X Link](https://x.com/JRambo0810/status/1793260538580922773)  2024-05-22T12:40Z [---] followers, [---] engagements


"@JimJame74888138 @dampedspring @mlabs0967 NVDA will beat by $2B and announce split sending market cap $500B higher. AAPL will add $1 trillion of market cap after their AI event when they announce Siri will now be able to have phone sex with you"  
[X Link](https://x.com/JRambo0810/status/1793270288978690389)  2024-05-22T13:18Z [---] followers, [---] engagements


"So let me get this straight. Market is giving $NVDA a $2.5 trillion valuation equivalent to 35x forward earnings and almost 40x sales when 80% of its revenue essentially comes from [--] tech companies that can shut off capex at any moment if the economy turns"  
[X Link](https://x.com/JRambo0810/status/1793428726551888368)  2024-05-22T23:48Z [----] followers, 966K engagements


"Buy $BABA ahead of its primary listing in HK. They will be able to buyback shares in HKD and Yuan instead of converting into USD for buybacks which is expensive"  
[X Link](https://x.com/JRambo0810/status/1793603766618652792)  2024-05-23T11:23Z [---] followers, [----] engagements


"@dirtygreenpaper This is why a primary listing in HK is so bullish. They no longer have to convert Yuan / HKD to USD for buybacks. That has been the limiting factor in aggressive repurchases and why they are contemplating something like this which is cheaper than conversion"  
[X Link](https://x.com/JRambo0810/status/1793615098604589554)  2024-05-23T12:08Z [---] followers, [--] engagements


"@VetTechTrader This is why a primary listing in HK is so bullish. They no longer have to convert Yuan / HKD to USD for buybacks. That has been the limiting factor in aggressive repurchases and why they are contemplating something like this which is cheaper than conversion"  
[X Link](https://x.com/JRambo0810/status/1793617133831881161)  2024-05-23T12:17Z [---] followers, [---] engagements


"@jweil130 @VetTechTrader Their cash is mostly Yuan and HKD. Conversion to USD in large quantities is difficult hence the contemplated offering. This is why they are moving the primary listing to Hong Kong later this year"  
[X Link](https://x.com/JRambo0810/status/1793617327969218876)  2024-05-23T12:17Z [---] followers, [---] engagements


"@InvestRoiss This is why a primary listing in HK is so bullish. They no longer have to convert Yuan / HKD to USD for buybacks. That has been the limiting factor in aggressive repurchases and why they are contemplating something like this which is cheaper than conversion"  
[X Link](https://x.com/JRambo0810/status/1793622934977683475)  2024-05-23T12:40Z [---] followers, [---] engagements


"People will keep convincing themselves $NVDA is cheap based on forward earning estimates until they buy the top at 35x peak forward earnings"  
[X Link](https://x.com/JRambo0810/status/1793987992216076336)  2024-05-24T12:50Z [---] followers, [---] engagements


"Serious question. What are the practical use cases of AI today besides kids cheating on their homework $NVDA $GOOG $META $AAPL"  
[X Link](https://x.com/JRambo0810/status/1796185965259620789)  2024-05-30T14:24Z [---] followers, [---] engagements


"Hot take: most AI services will be FREE. Only niche commercial applications will be monetized. AI will become an open source technology like the internet. Semis will plummet once this is broadly realized. ROI on these chips will be negative $NVDA $AAPL $META $GOOG $QQQ $SMH"  
[X Link](https://x.com/JRambo0810/status/1796202385926213692)  2024-05-30T15:29Z [---] followers, [---] engagements


"WTF is an AI PC $DELL $MSFT $NVDA"  
[X Link](https://x.com/JRambo0810/status/1796241826455674927)  2024-05-30T18:06Z [---] followers, [---] engagements


"$CAVA pricing in 25% revenue growth for next [--] years at these prices"  
[X Link](https://x.com/JRambo0810/status/1796257809618845736)  2024-05-30T19:10Z [---] followers, [---] engagements


"Market slowly figuring out AI is fairy dust $DELL $CRM"  
[X Link](https://x.com/JRambo0810/status/1796542027363959163)  2024-05-31T13:59Z [---] followers, [---] engagements


"$BIDU now trading below book value lol"  
[X Link](https://x.com/JRambo0810/status/1798075559085498406)  2024-06-04T19:33Z [---] followers, [---] engagements


"$NVDA 8% off the bottom from Thursday 🤣🤣🤣"  
[X Link](https://x.com/JRambo0810/status/1798140889967308821)  2024-06-04T23:52Z [---] followers, [---] engagements


"There is someone out there that missed the last $1000 of $NVDA watched the stock go up all day today and said enough is enough Im buying in the after hours"  
[X Link](https://x.com/JRambo0810/status/1798493656070099381)  2024-06-05T23:14Z [---] followers, [---] engagements


"@Quarry_Rock Upgraded to $150 today by Oppenheimer. Whats another $750B to market cap"  
[X Link](https://x.com/JRambo0810/status/1800523575528669226)  2024-06-11T13:40Z [---] followers, [--] engagements


"$NVDA pops in AH as @jimcramer says its going to $200 ($5 trillion market cap) potentially later this year lol @jimcramer dont you think analysis like this is a bit irresponsible"  
[X Link](https://x.com/JRambo0810/status/1801020348877414452)  2024-06-12T22:34Z [---] followers, [---] engagements


"Very few stocks shittier than $ROKU"  
[X Link](https://x.com/JRambo0810/status/1801262413800423631)  2024-06-13T14:36Z [---] followers, [---] engagements


"People piling into $SMCI as a catch up trade to $NVDA even though its up 200% this year already. All semis and related stocks must trade at ATH lol"  
[X Link](https://x.com/JRambo0810/status/1801267950755688906)  2024-06-13T14:58Z [---] followers, [---] engagements


"Why was $BIDU up over 2% this morning and why did it give it all back and then some since"  
[X Link](https://x.com/JRambo0810/status/1801338265636848052)  2024-06-13T19:38Z [---] followers, [----] engagements


"OpenAI has $0 terminal value. LLMs will be commodotized (probably already are). That $20/month from consumers will churn when open source models catch up. Gemini is already free. Company doesnt have an enterprise business and is just milking its 1st mover advantage $NVDA $MSFT"  
[X Link](https://x.com/JRambo0810/status/1801793791185052005)  2024-06-15T01:48Z [---] followers, [----] engagements


"$BIDU now at 6x 2025E PE. If you deduct net cash the multiple falls to 3x. Armageddon priced in"  
[X Link](https://x.com/JRambo0810/status/1802727538235486587)  2024-06-17T15:38Z [---] followers, [----] engagements


"$NVDA gained the entire market cap of Amazon in [--] months and Berkshire Hathaway in [--] weeks"  
[X Link](https://x.com/JRambo0810/status/1803062972014596282)  2024-06-18T13:51Z [---] followers, [---] engagements


"@Web_Devepoler $35 of cash per share. $24.8B of cash on balance sheet. Less $12.3B of debt. Divided by 350M shares outstanding"  
[X Link](https://x.com/JRambo0810/status/1803938974047604842)  2024-06-20T23:52Z [---] followers, [---] engagements


"@J_C_L_808 Guess who reported zero revenue growth for [--] straight quarters $AAPL"  
[X Link](https://x.com/JRambo0810/status/1804166876584435831)  2024-06-21T14:57Z [---] followers, [---] engagements


"$BIDU Cash on balance sheet = $24.8 billion Enterprise Value = $21.3 billion EBITDA = $5.1 billion You would think this is a shitco industrial company loaded up with debt not one of the leading technology companies in the world"  
[X Link](https://x.com/JRambo0810/status/1804167726023184783)  2024-06-21T15:01Z [---] followers, [----] engagements


"JP Morgan on $BIDU 6/14/24 We expect ad revenue growth to remain lackluster until 3Q24 However we expect ad revenue growth to accelerate to high single digits in 2H24. Maintain OW Our Dec-24 PT of $175 is based on 13x 2025E PE slightly lower than the historical avg"  
[X Link](https://x.com/JRambo0810/status/1804300417704013983)  2024-06-21T23:48Z [---] followers, [----] engagements


"$BIDU down to $21B enterprise value with $25B of cash on balance sheet and $5.1B of EBITDA. wtf is going on here"  
[X Link](https://x.com/JRambo0810/status/1806340709751955488)  2024-06-27T14:56Z [---] followers, [----] engagements


"Loop Capital on $BIDU 6/20/2024 Stock correction of 20% since reporting 1Q results (vs. S&P up 4%) is actually a re-rate of the enterprise value by more than 60% considering $76 per share in net cash and investments. Price Target $130"  
[X Link](https://x.com/JRambo0810/status/1806730107383386510)  2024-06-28T16:43Z [---] followers, [----] engagements


"Are folks seriously dumping China stocks because they fear a Trump election $KWEB was at ATH at the end of Trumps first term and has been misery under Biden. Buy the fear. $BABA $JD $BIDU $PDD"  
[X Link](https://x.com/JRambo0810/status/1806891826424472042)  2024-06-29T03:25Z [---] followers, [----] engagements


"If $BIDU were based anywhere else its market cap would be $100B+. Now $35B with $25B of cash on balance sheet"  
[X Link](https://x.com/JRambo0810/status/1811031609228898448)  2024-07-10T13:35Z [---] followers, [---] engagements


"Just a reminder that $BIDU has $76 per share of net cash and investments on its balance sheet. This could double from here and still trade 10x EBITDA and Id still think it was dirt cheap Loop Capital on $BIDU 6/20/2024 Stock correction of 20% since reporting 1Q results (vs. S&P up 4%) is actually a re-rate of the enterprise value by more than 60% considering $76 per share in net cash and investments. Price Target $130 https://t.co/o6rrOXeV4l Loop Capital on $BIDU 6/20/2024 Stock correction of 20% since reporting 1Q results (vs. S&P up 4%) is actually a re-rate of the enterprise value by more"  
[X Link](https://x.com/JRambo0810/status/1811039057184485633)  2024-07-10T14:05Z [---] followers, [----] engagements


"With $BIDU you have: - The leading robotaxi company globally - Leading FSD capabilities in Asia ($TSLA partnership) - Leading LLM in Asia with [---] million users - Leading search business with [---] million users - Leading streaming company with stake in $IQ Yours for 5x EBITDA"  
[X Link](https://x.com/JRambo0810/status/1811040996940972212)  2024-07-10T14:13Z [---] followers, [---] engagements


"@elonmusk Baidu is valued at $30B and trades for 5x earnings with $25B of cash on balance sheet. Tesla China should acquire Baidu for robotaxi and AI capabilities. Instantly accretive deal $BIDU $TSLA"  
[X Link](https://x.com/JRambo0810/status/1819100984016359533)  2024-08-01T20:00Z [---] followers, [---] engagements


"In a few months its going to be apparent that the US is heading into a recession while China is coming out of one $SPY $QQQ $KWEB $BABA $JD $BIDU $PDD"  
[X Link](https://x.com/JRambo0810/status/1820836338247348566)  2024-08-06T14:56Z [---] followers, [---] engagements


"@birdshire Why is this getting crushed"  
[X Link](https://x.com/JRambo0810/status/1823376067828076856)  2024-08-13T15:08Z [---] followers, [--] engagements


"@dirtygreenpaper Gets pushed down 3% on no news and no volume. Just following Tencent which is also down 4% despite an earnings beat. These stocks are just manipulated to death"  
[X Link](https://x.com/JRambo0810/status/1823739630732165134)  2024-08-14T15:13Z [---] followers, [---] engagements


"@dirtygreenpaper Beyond rediculous. Management should be exhausting the entire buyback budget right here and announcing another $10B buyback in a week"  
[X Link](https://x.com/JRambo0810/status/1823741886076453135)  2024-08-14T15:22Z [---] followers, [---] engagements


"@BigBullCap They expect every metric to come in line with consensus lol"  
[X Link](https://x.com/JRambo0810/status/1823923683754156082)  2024-08-15T03:24Z [---] followers, [---] engagements


"How the fudge is $PLTR a $70 billion market cap"  
[X Link](https://x.com/JRambo0810/status/1824559965505310887)  2024-08-16T21:32Z [---] followers, [---] engagements


"If I ran a $100 billion fund Id call $MS and buy $WMT s entire stake in $JD at this discount. Just a nonsensical move by $WMT"  
[X Link](https://x.com/JRambo0810/status/1826020587204116873)  2024-08-20T22:16Z [---] followers, [---] engagements


"@Alex__Pitti They held from $20 to $100 now decide to sell at $25 wtf"  
[X Link](https://x.com/JRambo0810/status/1826031091570164216)  2024-08-20T22:58Z [---] followers, [---] engagements


"$JD should gobble up $WMT s entire stake with cash on balance sheet. Sitting on $28 billion currently"  
[X Link](https://x.com/JRambo0810/status/1826045919512637845)  2024-08-20T23:57Z [---] followers, [---] engagements


"@chilling_dc They barely made any gains from the sale so wont help earnings much. And no its not [--] days of revenue. Walmarts unlevered free cash flow over the last [--] months is $9.5 billion. JD did $5 billion over the same period. Walmart is valued at $600 billion and JD $35 billion"  
[X Link](https://x.com/JRambo0810/status/1826087944840437808)  2024-08-21T02:44Z [---] followers, [---] engagements


"So $WMT is done selling $JD Quite surprising $MS was able to find a buyer that fast. $JD should be green tomorrow. No clue why anyone would sell if the sale is done"  
[X Link](https://x.com/JRambo0810/status/1826107011580244222)  2024-08-21T04:00Z [---] followers, [----] engagements


"@pandawatch88 Not sure but $MS wouldnt buy up $3.7B of shares like that unless IPO client so Im assuming marketed"  
[X Link](https://x.com/JRambo0810/status/1826121514728468737)  2024-08-21T04:57Z [---] followers, [--] engagements


"$WMT needs cash. $JD is fine Walmart (https://t.co/j1nNWVKlmK) Placing of https://t.co/3TjrbLHh4W (https://t.co/2k3guYZNhX) Stake is for Easing Own Funding Pressure Sources Say $WMT $JD https://t.co/QT6c5KWDmq Walmart (https://t.co/j1nNWVKlmK) Placing of https://t.co/3TjrbLHh4W (https://t.co/2k3guYZNhX) Stake is for Easing Own Funding Pressure Sources Say $WMT $JD https://t.co/QT6c5KWDmq"  
[X Link](https://x.com/JRambo0810/status/1826123095188336919)  2024-08-21T05:04Z [---] followers, [---] engagements


"@Alex__Pitti If you think thats bad $BIDU has $50/share of net cash with $12 of EPS and $100 book value trades for $88"  
[X Link](https://x.com/JRambo0810/status/1826485943227855235)  2024-08-22T05:05Z [---] followers, [---] engagements


"@Alex__Pitti You should probably buy. I like JD BABA BIDU best. Tencent is more defensive and doesnt offer the same upside"  
[X Link](https://x.com/JRambo0810/status/1826486665453441119)  2024-08-22T05:08Z [---] followers, [---] engagements


"@birdshire Hasnt stopped baba or Jd"  
[X Link](https://x.com/JRambo0810/status/1826558338047381731)  2024-08-22T09:53Z [---] followers, [--] engagements


"@ndfndndh I dont disagree with you. Management can definitely be more shareholder friendly. Surprised no analysts asked about buybacks. But I like how product / vision focused they are"  
[X Link](https://x.com/JRambo0810/status/1826629642754949142)  2024-08-22T14:36Z [---] followers, [---] engagements


"@BichonRedux We are already in said catastrophe"  
[X Link](https://x.com/JRambo0810/status/1826700351413911702)  2024-08-22T19:17Z [---] followers, [--] engagements


"@BichonRedux If that happens do u want to own Nvda / Apple at 35-40x earnings or Hong Kong dual listing stocks at 3x PE If anything delists here I get hang Seng shares"  
[X Link](https://x.com/JRambo0810/status/1826700916491518225)  2024-08-22T19:20Z [---] followers, [--] engagements


"$JD 20% FCF yield + 3% dividend + buybacks"  
[X Link](https://x.com/JRambo0810/status/1826998533343313934)  2024-08-23T15:02Z [---] followers, [---] engagements

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