# ![@friso_alenus Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1937840325982355456.png) @friso_alenus Friso Alenus

Friso Alenus posts on X about $lx, $baba, $nvo, solar the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1937840325982355456/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937840325982355456/c:line/m:interactions.svg)

- [--] Week [-----] +34%
- [--] Month [------] +185%
- [--] Months [------] +1,023%

### Mentions: [--] [#](/creator/twitter::1937840325982355456/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937840325982355456/c:line/m:posts_active.svg)

- [--] Week [--] -20%
- [--] Month [--] +46%
- [--] Months [---] +536%

### Followers: [---] [#](/creator/twitter::1937840325982355456/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937840325982355456/c:line/m:followers.svg)

- [--] Week [---] +3.30%
- [--] Month [---] +9.50%
- [--] Months [---] +177%

### CreatorRank: [-------] [#](/creator/twitter::1937840325982355456/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1937840325982355456/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  44% [finance](/list/finance)  37% [technology brands](/list/technology-brands)  12% [countries](/list/countries)  8% [cryptocurrencies](/list/cryptocurrencies)  5% [celebrities](/list/celebrities)  3% [exchanges](/list/exchanges)  1% [automotive brands](/list/automotive-brands)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$lx](/topic/$lx) #1, [$baba](/topic/$baba) #21, [$nvo](/topic/$nvo) #94, [solar](/topic/solar) #599, [$gct](/topic/$gct) 9%, [$dq](/topic/$dq) #1, [china](/topic/china) 7%, [baba](/topic/baba) #1727, [alibaba](/topic/alibaba) 7%, [strong](/topic/strong) 6%

**Top accounts mentioned or mentioned by**
[@nataninvesting](/creator/undefined) [@justinvesttoday](/creator/undefined) [@investwithwes1](/creator/undefined) [@alphacapital82](/creator/undefined) [@elonmusk](/creator/undefined) [@fcompounders](/creator/undefined) [@jeeyum](/creator/undefined) [@vdmandele](/creator/undefined) [@eftegarie](/creator/undefined) [@wealthyreadings](/creator/undefined) [@investingichina](/creator/undefined) [@stocklogging](/creator/undefined) [@mrderivatives](/creator/undefined) [@seekingalpha](/creator/undefined) [@floebertus](/creator/undefined) [@jdmsparky](/creator/undefined) [@returnsjourney](/creator/undefined) [@ajbutton2](/creator/undefined) [@grojo](/creator/undefined) [@dividenddynasty](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Novo-Nordisk (NVO)](/topic/$nvo) [GigaCloud Technology Inc (GCT)](/topic/$gct) [YieldBasis (YB)](/topic/$yb) [Enphase Energy Inc (ENPH)](/topic/$enph) [NuCypher (NU)](/topic/$nu) [DLocal Limited (DLO)](/topic/$dlo) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Crocs, Inc. (CROX)](/topic/$crox) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Tempus AI, Inc. (TEM)](/topic/$tem) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [MercadoLibre Inc (MELI)](/topic/$meli) [DisChain (DIS)](/topic/$dis) [Paramount Global (PARA)](/topic/$para)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Next week a lot of Chinese companies are reporting I'll be covering: $JKS $LX $PDD $BIDU What will you be looking at"  
[X Link](https://x.com/friso_alenus/status/1990140130951131168)  2025-11-16T19:29Z [---] followers, [----] engagements


"$DQ Chinese PV Industry Brief: Polysilicon prices jump over 9% as China supply tightens pv magazine International https://share.google/LrmjNo7yu272kLIoQ https://share.google/LrmjNo7yu272kLIoQ"  
[X Link](https://x.com/friso_alenus/status/2010279643383742701)  2026-01-11T09:16Z [---] followers, [---] engagements


"$DQ Tariffs on US and Korean made polysilicon for a period of [--] years. China Sets 113.8% Tariffs on US South Korea Solar Polysilicon Chinas Commerce Ministry announced a final ruling on imports of solar polysilicon from the US and South Korea imposing tariffs up to 113.8% effective January [--]. The ministry will continue collecting https://t.co/A1sAHFiZPG China Sets 113.8% Tariffs on US South Korea Solar Polysilicon Chinas Commerce Ministry announced a final ruling on imports of solar polysilicon from the US and South Korea imposing tariffs up to 113.8% effective January [--]. The ministry will"  
[X Link](https://x.com/friso_alenus/status/2011017453317366052)  2026-01-13T10:08Z [---] followers, [---] engagements


"@investwithwes1 Yeah didn't see that but still price to free cash flow is not impacted and trading at 14x which is even better"  
[X Link](https://x.com/friso_alenus/status/2021680739876844006)  2026-02-11T20:20Z [---] followers, [--] engagements


"🚨 Portfolio update 🚨 Top [--] positions: $BABA $DQ $NVO $YB $NU New positions: $DUOL $YB"  
[X Link](https://x.com/friso_alenus/status/2022605583489085672)  2026-02-14T09:35Z [---] followers, [---] engagements


"$LX $QFIN $JFIN The US is copying China policies BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year effective January 20th. https://t.co/vsRmrz8yBG BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year effective January 20th. https://t.co/vsRmrz8yBG"  
[X Link](https://x.com/friso_alenus/status/2009913777546793173)  2026-01-10T09:02Z [---] followers, [---] engagements


"$DQ $JKS $CSIQ Strong pre-market for solar any news"  
[X Link](https://x.com/friso_alenus/status/2014655287806812296)  2026-01-23T11:03Z [---] followers, [---] engagements


"@Mr_Derivatives My crocs"  
[X Link](https://x.com/friso_alenus/status/2022056194659975271)  2026-02-12T21:12Z [---] followers, [--] engagements


"@AlphaCapital82 Spikes will go higher as they buyback more shares"  
[X Link](https://x.com/friso_alenus/status/2022212306462028170)  2026-02-13T07:32Z [---] followers, [--] engagements


"Some serious volatility in this market with large swings up and down. These periods are important for investors to not get sentiment driven. I added some shares of $DQ and $NVO in the drawdown"  
[X Link](https://x.com/anyuser/status/2018996605878235332)  2026-02-04T10:34Z [---] followers, [---] engagements


"$DUOL Took a starter position in Duolingo. Growth cheap strong balance sheet. Room for a buyback program if needed. $DUOL Is Duolingo not starting to become too cheap right here PE of 14x It is still a growth company. Might take a deeper look at this valuation. https://t.co/KC8RGwdlBn $DUOL Is Duolingo not starting to become too cheap right here PE of 14x It is still a growth company. Might take a deeper look at this valuation. https://t.co/KC8RGwdlBn"  
[X Link](https://x.com/friso_alenus/status/2021710720614662605)  2026-02-11T22:19Z [---] followers, [---] engagements


"$CROX Crocs reported revenue of $958M (-3.2% yoy) beats by $40.9M Non-GAAP EPS of $2.29 beats by $0.38 Crocs bought back 10% of shares in [----]. In [----] they can repurchase another 17% at the current market price. Guidance [--] - ok Sales 1% down to up slightly compared to 2025"  
[X Link](https://x.com/friso_alenus/status/2021920451921051833)  2026-02-12T12:12Z [---] followers, [---] engagements


"$CRSR Corsair finally a good quarter but only because of surging memory prices 🙈"  
[X Link](https://x.com/friso_alenus/status/2022076879423836384)  2026-02-12T22:34Z [---] followers, [---] engagements


"1/ $YB TOP IDEA [----] IS OUT Yuanbao is growing revenue at 30% year-over-year with [--] consecutive quarters of profitability yet trades at a P/E of only 5x. Yuanbao is a high-margin AI data engine trading at a fraction of its peers' valuations. https://seekingalpha.com/article/4862874-yuanbao-high-growth-ai-insurtech-trading-like-a-value-stock-top-pick-2026 https://seekingalpha.com/article/4862874-yuanbao-high-growth-ai-insurtech-trading-like-a-value-stock-top-pick-2026"  
[X Link](https://x.com/friso_alenus/status/2016234886445646145)  2026-01-27T19:40Z [---] followers, [----] engagements


"$YB Yuanbao article highlighted in @SeekingAlpha 's rare stock picks of January. Check it out if you haven't already https://seekingalpha.com/article/4864780-rare-stock-picks-in-january-2026-from-26-discerning-analystssource=copy_to_clipboard 1/ $YB TOP IDEA [----] IS OUT Yuanbao is growing revenue at 30% year-over-year with [--] consecutive quarters of profitability yet trades at a P/E of only 5x. Yuanbao is a high-margin AI data engine trading at a fraction of its peers' valuations. https://t.co/hJzsCrGu6a"  
[X Link](https://x.com/friso_alenus/status/2019047844775141656)  2026-02-04T13:58Z [---] followers, [---] engagements


"@F_Compounders $LX $GCT"  
[X Link](https://x.com/friso_alenus/status/2019100435802636614)  2026-02-04T17:27Z [---] followers, [---] engagements


"$ENPH Has been a crazy day for Enphase. Shorts squeezed out of this name due to higher than expected guidance"  
[X Link](https://x.com/friso_alenus/status/2019156726306558150)  2026-02-04T21:10Z [---] followers, [---] engagements


"$NVO Great news FDA is fighting $HIMS itself will be faster than the legal way. Let's see if Novo stock can re-take it's upward trajectory. Well this might be the fastest a take of mine has aged like fine wine. $HIMS just BLEW IT. To me this reads like their whole GLP-1 franchise is going to be under extra scrutiny not just the new bogus pill. What theyve just done is akin to getting pulled over for doing [--] https://t.co/AOZT2P2BwH Well this might be the fastest a take of mine has aged like fine wine. $HIMS just BLEW IT. To me this reads like their whole GLP-1 franchise is going to be under"  
[X Link](https://x.com/friso_alenus/status/2020042356729233440)  2026-02-07T07:50Z [---] followers, [---] engagements


"$DUOL Is Duolingo not starting to become too cheap right here PE of 14x It is still a growth company. Might take a deeper look at this valuation"  
[X Link](https://x.com/friso_alenus/status/2021678712694210848)  2026-02-11T20:12Z [---] followers, [----] engagements


"$GRAB Grab just reported earnings. Revenue grew 19% (slightly below estimates) and EPS beat estimates. Most important thing - Guidance Grab expects 20% CAGR for 2025-2028 ✅ Strong EBITDA growth 40%+ for 2026✅ High free cash flow conversion New share buyback program of $500M"  
[X Link](https://x.com/friso_alenus/status/2021914613147713568)  2026-02-12T11:49Z [---] followers, [---] engagements


"$CROX +20% $CROX Crocs reported revenue of $958M (-3.2% yoy) beats by $40.9M Non-GAAP EPS of $2.29 beats by $0.38 Crocs bought back 10% of shares in [----]. In [----] they can repurchase another 17% at the current market price. Guidance [--] - ok Sales 1% down to up slightly compared to [----] $CROX Crocs reported revenue of $958M (-3.2% yoy) beats by $40.9M Non-GAAP EPS of $2.29 beats by $0.38 Crocs bought back 10% of shares in [----]. In [----] they can repurchase another 17% at the current market price. Guidance [--] - ok Sales 1% down to up slightly compared to 2025"  
[X Link](https://x.com/friso_alenus/status/2021957858447794598)  2026-02-12T14:41Z [---] followers, [---] engagements


"@Jeeyum Yellow line revenue growth year over year. Blue bars quarterly revenue"  
[X Link](https://x.com/friso_alenus/status/2022763600763314607)  2026-02-14T20:03Z [---] followers, [--] engagements


"@vdmandele $LX is in the same story"  
[X Link](https://x.com/friso_alenus/status/1990331575188541711)  2025-11-17T08:10Z [---] followers, [---] engagements


"RT @elonmusk: Solar is not A source of energy it is THE source of energy"  
[X Link](https://x.com/friso_alenus/status/2017635118341353608)  2026-01-31T16:24Z [---] followers, [----] engagements


"RT @elonmusk: Solar will utterly dominate future electricity production"  
[X Link](https://x.com/friso_alenus/status/2022600613830291826)  2026-02-14T09:15Z [---] followers, [----] engagements


"$BABA 25Q4-26Q1 earnings report can be interesting if these results go through P&L. 🚀AI BOOM IS TAKING OVER HK MARKETS :: YTD RETURNS OF AI STOCKS:: HK:9903 Iluvatar CoreX Semcndctr 📈 73% HK:2513 Zhipu AI 📈 268% HK:0100 MiniMax 📈 97% And by the way $BABA owns between 15-30% of : [--]. MiniMax (MiniMax M1) valued $6.5 billion [--]. https://t.co/O4dmBTJAjn 🚀AI BOOM IS TAKING OVER HK MARKETS :: YTD RETURNS OF AI STOCKS:: HK:9903 Iluvatar CoreX Semcndctr 📈 73% HK:2513 Zhipu AI 📈 268% HK:0100 MiniMax 📈 97% And by the way $BABA owns between 15-30% of : [--]. MiniMax (MiniMax M1) valued $6.5 billion"  
[X Link](https://x.com/friso_alenus/status/2023054267876299175)  2026-02-15T15:18Z [---] followers, [---] engagements


"$BABA I added to my Alibaba position today at the open. This chart is everything you need to know cloud is growing again in China. Despite a large market share of 35%+ in China the base of Cloud revenue is still low compared to US companies. I expect more growth acceleration"  
[X Link](https://x.com/friso_alenus/status/2022358183453589686)  2026-02-13T17:12Z [---] followers, [----] engagements


"@Floebertus Where do you buy these small caps On Interactive brokers Hard to find any of the Singaporean picks at my brokers"  
[X Link](https://x.com/friso_alenus/status/2023055248961728909)  2026-02-15T15:22Z [---] followers, [---] engagements


"@jdmsparky What about $LX"  
[X Link](https://x.com/friso_alenus/status/1983132368748577200)  2025-10-28T11:22Z [---] followers, [---] engagements


"@JustinvestToday I bought more $LX"  
[X Link](https://x.com/friso_alenus/status/1983215856415862908)  2025-10-28T16:54Z [---] followers, [---] engagements


"$GOOGL Alphabet reports EPS of $2.87 beats by $0.61 Revenue of $102.35B (+16% yoy) beats by $2.21B Cloud growing 34% now Net income grew 33% Strong quarter"  
[X Link](https://x.com/friso_alenus/status/1983627016525295742)  2025-10-29T20:08Z [---] followers, [---] engagements


"@nataninvesting Let $TMDX drop a bit Then I might have a chance to enter"  
[X Link](https://x.com/friso_alenus/status/1983665818253799840)  2025-10-29T22:42Z [---] followers, [----] engagements


"$CROX Crocs reports non-GAAP EPS of $2.92 beats by $0.56 Revenue of $996.3M (-6.0% Y/Y) beats by $34.83M Overall decent but HeyDude keeps hurting the company"  
[X Link](https://x.com/friso_alenus/status/1983860535012495524)  2025-10-30T11:36Z [---] followers, [---] engagements


"$CSIQ Canadian Solar quietly on a rampage this year. Up 80% on my position"  
[X Link](https://x.com/friso_alenus/status/1984261118832128068)  2025-10-31T14:08Z [---] followers, [---] engagements


"$LX Volatility on this stock is something else. This week big drawdown. I added at $4. Now up 25% today. Crazy"  
[X Link](https://x.com/friso_alenus/status/1984261937065337205)  2025-10-31T14:11Z [---] followers, [---] engagements


"$GOOGL Alphabet was a best of both worlds stock: value and growth. Those stocks perform incredible"  
[X Link](https://x.com/friso_alenus/status/1984293164706836850)  2025-10-31T16:15Z [---] followers, [---] engagements


"$CSIQ Just sold my Canadian Solar position for a 120% gain. This recent run was a good chance to lower my solar exposure since it is large"  
[X Link](https://x.com/friso_alenus/status/1985360766539546746)  2025-11-03T14:57Z [---] followers, [---] engagements


"@nataninvesting When did you sell $TEM"  
[X Link](https://x.com/friso_alenus/status/1985456330216210881)  2025-11-03T21:17Z [---] followers, [---] engagements


"Added some shares of $DLO and $NVO today"  
[X Link](https://x.com/friso_alenus/status/1986484549983879609)  2025-11-06T17:23Z [---] followers, [---] engagements


"$GCT Gigacloud posted non-GAAP of $1.16 beats by $0.42 Revenue of $332.6M (+9.7% yoy) beats by $31.64M Double beat + strong guidance = stock up 12% post market"  
[X Link](https://x.com/friso_alenus/status/1986552696380236195)  2025-11-06T21:54Z [---] followers, [----] engagements


"@ReturnsJourney You miss $LX"  
[X Link](https://x.com/friso_alenus/status/1986811571092517152)  2025-11-07T15:02Z [---] followers, [---] engagements


"$GCT Boom boom $GCT Gigacloud posted non-GAAP of $1.16 beats by $0.42 Revenue of $332.6M (+9.7% yoy) beats by $31.64M Double beat + strong guidance = stock up 12% post market $GCT Gigacloud posted non-GAAP of $1.16 beats by $0.42 Revenue of $332.6M (+9.7% yoy) beats by $31.64M Double beat + strong guidance = stock up 12% post market"  
[X Link](https://x.com/friso_alenus/status/1986889571905257808)  2025-11-07T20:12Z [---] followers, [---] engagements


"New week of earnings here I will be covering: $DLO $JD $NU $CSIQ Which earnings report do you look forward to"  
[X Link](https://x.com/friso_alenus/status/1987619379190571394)  2025-11-09T20:32Z [---] followers, [----] engagements


"$LPTX This is unbelievable. A healthcare company that was researching a cure for cancer is now a crypto-first company. Stock up 400%+ Next level craziness. Market peak is here"  
[X Link](https://x.com/friso_alenus/status/1988701438311297195)  2025-11-12T20:12Z [---] followers, [---] engagements


"Strong results from $NU EPS of $0.16 vs $0.15 estimated Revenue of $4.17B (up 39% yoy) vs $4.04B estimated Double beat ✅"  
[X Link](https://x.com/friso_alenus/status/1989089575202091278)  2025-11-13T21:54Z [---] followers, [---] engagements


"$JKS Jinkosolar reports a solid improvement of financials compared to last quarter and sees strong demand for their high-power modules that carry higher ASP's. Still a lot of value to be unlocked in the AI datacenter energy race. Stock up 13% today"  
[X Link](https://x.com/friso_alenus/status/1990507232769830928)  2025-11-17T19:48Z [---] followers, [---] engagements


"I need some great stock ideas What are your best ideas at the moment"  
[X Link](https://x.com/friso_alenus/status/1991255792167559407)  2025-11-19T21:22Z [---] followers, [--] engagements


"$GCT Gigacloud doesn't want to go down. How can I buy more shares"  
[X Link](https://x.com/friso_alenus/status/1991257651204784363)  2025-11-19T21:29Z [---] followers, [---] engagements


"$PYPL Added to the Paypal position looks way too cheap here. I'll take the 1% dividend and 10% yearly buybacks if none else wants it"  
[X Link](https://x.com/friso_alenus/status/1991553183219609713)  2025-11-20T17:04Z [---] followers, [---] engagements


"$MELI Is Mercadolibre really trading at 125x free cash flow"  
[X Link](https://x.com/friso_alenus/status/1991571311605477887)  2025-11-20T18:16Z [---] followers, [---] engagements


"$BABA Alibaba is still cheap here. Change my mind"  
[X Link](https://x.com/friso_alenus/status/1993098014572065169)  2025-11-24T23:22Z [---] followers, [---] engagements


"$BABA Alibaba international business EBITA positive in Q3 not too shabby"  
[X Link](https://x.com/friso_alenus/status/1993283193882263954)  2025-11-25T11:38Z [---] followers, [---] engagements


"@AJButton2 And international business EBITA positive"  
[X Link](https://x.com/friso_alenus/status/1993283310714601672)  2025-11-25T11:39Z [---] followers, [---] engagements


"So tell me about a Black Friday deal on the stock market"  
[X Link](https://x.com/friso_alenus/status/1994445074915094827)  2025-11-28T16:35Z [---] followers, [--] engagements


"$BABA Alibaba is being bought after earnings"  
[X Link](https://x.com/friso_alenus/status/1995600650852598194)  2025-12-01T21:07Z [---] followers, [---] engagements


"$DIS $PARA What is the chance that Disney will buy paramount in the next [--] months Today Netflix announced our acquisition of Warner Bros. Together well define the next century of storytelling creating an extraordinary entertainment offering for audiences everywhere. https://t.co/rXPFMNIs1A https://t.co/0pdsMUEob8 Today Netflix announced our acquisition of Warner Bros. Together well define the next century of storytelling creating an extraordinary entertainment offering for audiences everywhere. https://t.co/rXPFMNIs1A https://t.co/0pdsMUEob8"  
[X Link](https://x.com/friso_alenus/status/1996929156194451691)  2025-12-05T13:06Z [---] followers, [---] engagements


"Sold 50% of my $GCT stake for a 110% gain (137% FXN). Added shares to $LX $NVO $JD $DLO"  
[X Link](https://x.com/friso_alenus/status/1996964394543009845)  2025-12-05T15:26Z [---] followers, [----] engagements


"@_grojo Cheap high dividend buybacks insider buying"  
[X Link](https://x.com/friso_alenus/status/1996970655275712808)  2025-12-05T15:51Z [---] followers, [--] engagements


"@eftegarie I was looking for a banking company in China. Middle class growing so loan growth should follow. Lexinfintech lends consumer debt. Stock is very cheaply priced buybacks running CEO buying high dividend"  
[X Link](https://x.com/friso_alenus/status/1997086313447596102)  2025-12-05T23:30Z [---] followers, [--] engagements


"$NVO FDA approved Novo Nordisk's weight loss pill. The first and only oral weight loss pill. Great news and first mover advantage. Stock up 8% AH"  
[X Link](https://x.com/friso_alenus/status/2003245725828682180)  2025-12-22T23:26Z [---] followers, [---] engagements


"@nataninvesting Recently sold some winners $GCT and $GOOGL and got some additional cash in flow. Not finding the best opportunities right now so still waiting a bit"  
[X Link](https://x.com/friso_alenus/status/2004191923121049760)  2025-12-25T14:06Z [---] followers, [---] engagements


"@DividendDynasty Ugly list 😬"  
[X Link](https://x.com/friso_alenus/status/2004639389289161168)  2025-12-26T19:44Z [---] followers, [--] engagements


"Here is the last portfolio update for [----] and these are the stocks that will follow me into [----] YTD performance was 9.56% with an FX neutral YTD performance of around 20%. Wishing everyone another great stock market in [----] Cheers"  
[X Link](https://x.com/friso_alenus/status/2006386624670920785)  2025-12-31T15:27Z [---] followers, [---] engagements


"@WealthyReadings Unfortunately have to disagree. You don't need those things. It's easy to pick on PayPal for this but all the examples you gave are from previously loved stocks that did trade at lofty values before. A stock can create 10%+ value without having to grow cashflow when you buy cheap"  
[X Link](https://x.com/friso_alenus/status/2006684420845998416)  2026-01-01T11:10Z [---] followers, [--] engagements


"@nataninvesting I think people underestimate the value of buying Alibaba at this moment. Even after the run in [----] still a lot of potential to become AI/cloud dominant player in Asia"  
[X Link](https://x.com/friso_alenus/status/2006763494218105148)  2026-01-01T16:24Z [---] followers, [---] engagements


"$YB Yuanbao looks like a very interesting Chinese value play. Is anyone else looking into it Cash loaded no debt ex-Netease management growing fast pe of 5x"  
[X Link](https://x.com/friso_alenus/status/2006816446408774009)  2026-01-01T19:55Z [---] followers, [---] engagements


"$YB Just bought shares into Yuanbao for a large % of the portfolio. Write up coming soon"  
[X Link](https://x.com/friso_alenus/status/2008220562661990577)  2026-01-05T16:54Z [---] followers, [---] engagements


"@F_Compounders $LX P/E 2-3 $500mil MC Buybacks $50M CEO $10M"  
[X Link](https://x.com/friso_alenus/status/2008880633053958361)  2026-01-07T12:37Z [---] followers, [---] engagements


"$NVO Are we finally seeing a full change of direction for Novo Nordisk At least this last month is looking very promising"  
[X Link](https://x.com/friso_alenus/status/2009582928221569448)  2026-01-09T11:08Z [---] followers, [---] engagements


"$BABA Alibaba jumps 10% after Qwen models hit [---] million downloads"  
[X Link](https://x.com/friso_alenus/status/2010737490282361227)  2026-01-12T15:35Z [---] followers, [---] engagements


"@investingichina I did not use their product. Is anything wrong with it I would guess it is not available in Belgium. ;)"  
[X Link](https://x.com/friso_alenus/status/2011026296785063936)  2026-01-13T10:43Z [---] followers, [--] engagements


"@investingichina Ant's and Tencent's offering is more mass market and less specialized than Yuanbao. Therefore Yuanbao's business seems to gather higher profits. Definitely a competitive sector but the large insurers want to pay up for Yuanbao from what I can see"  
[X Link](https://x.com/friso_alenus/status/2011045205797941676)  2026-01-13T11:58Z [---] followers, [--] engagements


"@SixSigmaCapital Nice momentum right now"  
[X Link](https://x.com/friso_alenus/status/2011560179842584925)  2026-01-14T22:04Z [---] followers, [--] engagements


"$NVO This one was obvious no"  
[X Link](https://x.com/friso_alenus/status/2012211880757002331)  2026-01-16T17:14Z [---] followers, [--] engagements


"@JustinvestToday How about valuation"  
[X Link](https://x.com/friso_alenus/status/2012235637206769985)  2026-01-16T18:48Z [---] followers, [--] engagements


"@JustinvestToday So still high performance needed. Probably still not for me at this price"  
[X Link](https://x.com/friso_alenus/status/2012239572218925525)  2026-01-16T19:04Z [---] followers, [--] engagements


"@WealthyReadings The stock doesn't need a financial catalyst. It is already stupidly cheap. A re-rating is happening because it is very likely that they will keep growing revenue and earnings in the coming years with their pils. And yes my average is $49 ;)"  
[X Link](https://x.com/friso_alenus/status/2012801264183079176)  2026-01-18T08:16Z [---] followers, [--] engagements


"$ENPH added some shares to Enphase. Residential solar market will recover sooner or later. Battery becoming more important"  
[X Link](https://x.com/friso_alenus/status/2014063777935659072)  2026-01-21T19:53Z [---] followers, [---] engagements


"$ENPH seems like this is paying off today $ENPH added some shares to Enphase. Residential solar market will recover sooner or later. Battery becoming more important. $ENPH added some shares to Enphase. Residential solar market will recover sooner or later. Battery becoming more important"  
[X Link](https://x.com/friso_alenus/status/2014380057658032182)  2026-01-22T16:50Z [---] followers, [--] engagements


"$NVO Novo's new pill taking off. $NVO 's Oral Wegovy is taking off in the U.S. New prescriptions jumped from [----] [-----] in the first two weeks after launch. For comparison (week 2): Wegovy injection: [----] Zepbound (Eli Lilly): [-----] Insured patients only. #StocksInFocus #investing $NVO 's Oral Wegovy is taking off in the U.S. New prescriptions jumped from [----] [-----] in the first two weeks after launch. For comparison (week 2): Wegovy injection: [----] Zepbound (Eli Lilly): [-----] Insured patients only. #StocksInFocus #investing"  
[X Link](https://x.com/friso_alenus/status/2014655136254120252)  2026-01-23T11:03Z [---] followers, [---] engagements


"$UNH will anyone be buying the UnitedHealth dip"  
[X Link](https://x.com/friso_alenus/status/2016085801839313249)  2026-01-27T09:48Z [---] followers, [---] engagements


"1/ $GCT Despite GigaCloud Technology Inc. being recognized as "America's Most Successful Small-Cap Company 2025" by Forbes this innovative ecommerce leader trades at a surprisingly low 7x earnings. https://seekingalpha.com/article/4806346-gigacloud-technology-underappreciated-and-contrarian-small-cap-idea https://seekingalpha.com/article/4806346-gigacloud-technology-underappreciated-and-contrarian-small-cap-idea"  
[X Link](https://x.com/friso_alenus/status/1950948306101686620)  2025-07-31T15:54Z [---] followers, [---] engagements


"$GCT Gigacloud technology reports a large beat on EPS and revenue EPS of $0.91 vs $0.42 expected ✅ Revenue of $322 mil vs $290 mil expected ✅ Net income up 28% yoy ✅ EPS up 40% yoy ✅ This should've been a weak quarter"  
[X Link](https://x.com/friso_alenus/status/1953549002152325330)  2025-08-07T20:09Z [---] followers, [----] engagements


"$GCT GigaCloud Technology announces a new $111 million buyback program which represents almost 10% of the current market cap. A showcase of confidence by management"  
[X Link](https://x.com/friso_alenus/status/1957392661108621487)  2025-08-18T10:42Z [---] followers, [---] engagements


"$ENPH Enphase earnings look fine. Guidance is a bit low but probably on the conservative side. Weak demand in Europe is holding the company back"  
[X Link](https://x.com/friso_alenus/status/1983273152148058563)  2025-10-28T20:42Z [---] followers, [---] engagements


"$DQ Daqo New Energy surges to a high not seen in almost [--] years. This position has been underwater for a long time and grew to be my largest stake. Now up 37% on my position as higher polysilicon prices make Daqo profitable again. So far only the beginning of the next cycle seen"  
[X Link](https://x.com/friso_alenus/status/1987975510975254709)  2025-11-10T20:07Z [---] followers, [---] engagements


"$BABA $JD $DQ $JKS An end of the year push for Chinese stocks JUST IN: US plans to finalize trade deal with China before Thanksgiving JUST IN: US plans to finalize trade deal with China before Thanksgiving"  
[X Link](https://x.com/friso_alenus/status/1990135578306675026)  2025-11-16T19:11Z [---] followers, [----] engagements


"@dyz_ob I might also have a quick peek at Kingsoft Cloud"  
[X Link](https://x.com/friso_alenus/status/1990316739654209663)  2025-11-17T07:11Z [---] followers, [--] engagements


"@nataninvesting 46% of portfolio into $DQ $BABA $NVO $NU $DLO"  
[X Link](https://x.com/friso_alenus/status/2004181668446310909)  2025-12-25T13:25Z [---] followers, [---] engagements


"@stock_logging Thank you for the information I'll keep that in mind. If they keep growth rate 20-30% in [----] there should be a multiple re-rating"  
[X Link](https://x.com/friso_alenus/status/2009570827683921937)  2026-01-09T10:19Z [---] followers, [--] engagements


"$BABA Sad I did not add shares at $150. Upside potential still there. Alibaba's internal shift in focus is not highlighted enough"  
[X Link](https://x.com/friso_alenus/status/2014379481578754149)  2026-01-22T16:47Z [---] followers, [---] engagements


"@nataninvesting Because Alibaba's cash flows will become more and more stable in the coming years. Alibaba is not that much more expensive than PDD. And has a way more diversified business. PDD revenues will likely continue to slowdown and on the otherside we are seeing a re- acceleration"  
[X Link](https://x.com/friso_alenus/status/2014604927469777260)  2026-01-23T07:43Z [---] followers, [---] engagements


"2/ The stock is undercovered as it has only recently completed its IPO in [----] on the Nasdaq and did not catch much attention from Wall Street analysts. While listed as an insurance broker Yuanbao is a data-driven AI engine built by ex-NetEase management"  
[X Link](https://x.com/friso_alenus/status/2016234888064577772)  2026-01-27T19:40Z [---] followers, [--] engagements


"3/ It leverages large language models to automate the entire insurance lifecycle allowing it to generate a lot of cash with an efficiency that traditional companies cannot match"  
[X Link](https://x.com/friso_alenus/status/2016234889545220290)  2026-01-27T19:40Z [---] followers, [--] engagements


"4/ With a fortress balance sheet a massive demographic tailwind and a valuation offering 89% upside (even after a heavy risk discount) Yuanbao represents a superb opportunity for 2026"  
[X Link](https://x.com/friso_alenus/status/2016234890946085224)  2026-01-27T19:40Z [---] followers, [--] engagements


"@stock_logging @JustinvestToday @eftegarie @investwithwes1 might be interesting for you guys dm me if no access. Feedback welcome"  
[X Link](https://x.com/friso_alenus/status/2016248024880591047)  2026-01-27T20:32Z [---] followers, [--] engagements


"@andrew1corpora1 @anyone I have shares in $LX. Also high interest consumer loans. Even with margin contraction too cheap. High dividend buybacks CEO buying. They also have some good growth in technology services"  
[X Link](https://x.com/friso_alenus/status/2018050458083004665)  2026-02-01T19:54Z [---] followers, [--] engagements


"@lloydjamesross When IPO 🙈"  
[X Link](https://x.com/friso_alenus/status/2018358151725089175)  2026-02-02T16:17Z [---] followers, [--] engagements


"$JKS Interesting news. Elon talks regularly about solar. Now visiting/checking out world's largest solar manufacturer. Maybe a partnership coming Could boost US money into the stock. Let's see. $TSLA founder @elonmusk and/or his inspection spotted visiting Jinko Solar $JKS facility in China. Stock hits 20% limit up in Shanghai. https://t.co/eVF6vmFJJ9 https://t.co/6oIZEo4mJ0 $TSLA founder @elonmusk and/or his inspection spotted visiting Jinko Solar $JKS facility in China. Stock hits 20% limit up in Shanghai. https://t.co/eVF6vmFJJ9 https://t.co/6oIZEo4mJ0"  
[X Link](https://x.com/friso_alenus/status/2019026249885138992)  2026-02-04T12:32Z [---] followers, [---] engagements


"$ENPH Nice short squeeze happening on Enphase almost back to break even. Added a large chunk of shares before earnings"  
[X Link](https://x.com/friso_alenus/status/2019057991496913180)  2026-02-04T14:38Z [---] followers, [---] engagements

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