# ![@julius5207 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1916563169641725952.png) @julius5207 Julius Sommer

Julius Sommer posts on X about $baba, baba, $bidu, $pdd the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1916563169641725952/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916563169641725952/c:line/m:interactions.svg)

- [--] Week [-----] -49%
- [--] Month [------] +1.40%
- [--] Months [-------] -33%

### Mentions: [--] [#](/creator/twitter::1916563169641725952/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916563169641725952/c:line/m:posts_active.svg)

- [--] Week [--] -20%
- [--] Month [--] +6.80%
- [--] Months [---] -29%

### Followers: [-----] [#](/creator/twitter::1916563169641725952/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916563169641725952/c:line/m:followers.svg)

- [--] Week [-----] -0.34%
- [--] Month [-----] -0.34%
- [--] Months [-----] +39%

### CreatorRank: [-------] [#](/creator/twitter::1916563169641725952/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916563169641725952/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  76.47% [finance](/list/finance)  45.1% [countries](/list/countries)  16.67% [technology brands](/list/technology-brands)  8.82% [cryptocurrencies](/list/cryptocurrencies)  7.84% [currencies](/list/currencies)  5.88% [automotive brands](/list/automotive-brands)  2.94% [financial services](/list/financial-services)  1.96% [travel destinations](/list/travel-destinations)  1.96% [social networks](/list/social-networks)  0.98%

**Social topic influence**
[$baba](/topic/$baba) #105, [baba](/topic/baba) 44.12%, [$bidu](/topic/$bidu) #27, [$pdd](/topic/$pdd) #22, [stocks](/topic/stocks) #1777, [$evo](/topic/$evo) 15.69%, [$jd](/topic/$jd) 14.71%, [china](/topic/china) 12.75%, [$gds](/topic/$gds) #3, [money](/topic/money) 8.82%

**Top accounts mentioned or mentioned by**
[@sleeping1820](/creator/undefined) [@barkmeta](/creator/undefined) [@khawatmitradez](/creator/undefined) [@briantycangco](/creator/undefined) [@kobeissiletter](/creator/undefined) [@boringbiz](/creator/undefined) [@michhhhh43](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@m1nvest](/creator/undefined) [@palsouresh](/creator/undefined) [@khan_khubilai](/creator/undefined) [@ronaldo7trades](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Evotec SE (EVO)](/topic/$evo) [Kanzhun Ltd (BZ)](/topic/$bz) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Bitcoin (BTC)](/topic/$btc) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [ELYSIA (EL)](/topic/$el) [Exxon Mobil (XOM)](/topic/$xom) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coupang, Inc.  (CPNG)](/topic/$cpng) [XPENG INC. (XPEV)](/topic/xpeng) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Price is narrative. When price goes up the media creates the narrative to pump the price higher have seen this so many times. For $BABA that's the new narrative. Music to my ears"  
[X Link](https://x.com/julius5207/status/1961568881211851130)  2025-08-29T23:17Z [----] followers, [----] engagements


"🗓OCTOBER [----] PORTFOLIO UPDATE MY PORTFOLIO YTD: +56%🟢 S&P500 YTD: +15%🟢 MSCI WORLD YTD: +18%🟢 💹My positions: $BABA $PDD $BZ $XPENG $BIDU $CPNG $GRAB $KUAISHOU ALLOCATION BY COUNTRY / ASSET CLASS: China: 81% S.Korea: 3% 💵EURO: 9% SE Asia: 7% Follow me: @julius5207 - - - - - - - - - - - - - - - - - - - **     . '   and all the     https://twitter.com/i/web/status/1974438268360880236 https://twitter.com/i/web/status/1974438268360880236"  
[X Link](https://x.com/anyuser/status/1974438268360880236)  2025-10-04T11:35Z [----] followers, [----] engagements


"Sure $BAK represents a high-beta cyclical call on two key macro pivots: a peak in the $DXY and a cyclical recovery in Chinese industrial demand. Its unique sensitivity to these drivers combined with an improving industry supply picture and resolving company-specific liabilities creates a asymmetric opportunity for significant earnings and multiple expansion over the next 18-24 months. https://twitter.com/i/web/status/2016447789249540380 https://twitter.com/i/web/status/2016447789249540380"  
[X Link](https://x.com/julius5207/status/2016447789249540380)  2026-01-28T09:46Z [----] followers, [---] engagements


"One of the Most Undervalued Stocks in the Market $JD is one of the most undervalued stocks in the entire market. Were talking about a high-quality compounding growth stock with a dividend yield of 3.5% and an anually share buyback percentage of 5% and todays earnings call only reinforces this view. The market is completely mispricing this company: P/E of [--] P/S of [---] P/B of [---] EV/EBITDA of [--] is being priced as if it will go bankrupt in five years yet it has been growing faster than Walmart or Costcoboth of which trade at 5x higher valuationsfor several quarters now. Even if the stock were to"  
[X Link](https://x.com/julius5207/status/1922274506501988651)  2025-05-13T12:55Z [----] followers, [----] engagements


"$PDD catching fire"  
[X Link](https://x.com/julius5207/status/1958811092051698168)  2025-08-22T08:38Z [----] followers, [----] engagements


"Against an overall bearish backdrop $BABA exhibited significant relative strength posting a 2.7% daily gain. The move was confirmed by heavy institutional interest with daily volume exploding to 3x the average. Seems like Wall Street starts liking chinese tech stocks"  
[X Link](https://x.com/julius5207/status/1962971977247031737)  2025-09-02T20:12Z [----] followers, [---] engagements


"Let your winners run. $BABA $BIDU $GDS"  
[X Link](https://x.com/julius5207/status/2014675622274928862)  2026-01-23T12:24Z [----] followers, [---] engagements


"Dumping $PDD after one bad quarter Then you never believed in the investment. If short-term earnings swings make you sell your risk tolerance might not align with single stocks. Save yourself the stress stick to index funds. $SPY"  
[X Link](https://x.com/julius5207/status/1927756772657234385)  2025-05-28T16:00Z [----] followers, [----] engagements


"$PDD second quarter adjusted earnings came in at $3.08 a share beating expectations $2.16 a share. 17% of my net worth is invested in $PDD. I do not even think about thinking about selling"  
[X Link](https://x.com/julius5207/status/1959949618021564787)  2025-08-25T12:02Z [----] followers, [----] engagements


"Sold all of my $FUTU @ 150$ and realized a 18% percent loss on this position. This money will probably flow into $BIDU or $GDS"  
[X Link](https://x.com/julius5207/status/2019454006192460132)  2026-02-05T16:52Z [----] followers, [---] engagements


"Went long $BAK today @ [----] USD. Total portfolio allocation 5%. If this position moves in my direction I will double my allocation up to 10% total allocation. My next buy zone will be If $BAK starts consolidating around the white line"  
[X Link](https://x.com/julius5207/status/2016187476017033334)  2026-01-27T16:32Z [----] followers, [----] engagements


"Got stopped out and exited my $EL position completely at market open and realized a loss of 0.2% If I would not have had a stop loss I would be down huge on $EL by now. Stop loss very important tool to manage risk and limit downside"  
[X Link](https://x.com/julius5207/status/2019428572180721747)  2026-02-05T15:11Z [----] followers, [---] engagements


"@barkmeta $BABA $BIDU $GDS $KWEB"  
[X Link](https://x.com/julius5207/status/2019456934038884650)  2026-02-05T17:03Z [----] followers, [---] engagements


"My thesis for doubling my $BAK position is contingent on a specific price action sequence: A decisive breakout above key resistance (white line) followed by a pullback. This pullback must consolidate on noticeably declining volume indicating a lack of selling pressure. Upon confirmation of this pattern I will execute the trade bringing my total allocation to over 10% of my net worth. Currently I am up around 8% on this position which is nothing as this name is very volatile. https://twitter.com/i/web/status/2021337861719543826 https://twitter.com/i/web/status/2021337861719543826"  
[X Link](https://x.com/julius5207/status/2021337861719543826)  2026-02-10T21:37Z [----] followers, [---] engagements


"All eyes on $BABA and $BIDU now. My two biggest positions. Meanwhile my third biggest position $GDS does not get any attention at all. Despite the chart is looking like it's about to pop. Good"  
[X Link](https://x.com/julius5207/status/2014439674245259442)  2026-01-22T20:46Z [----] followers, [---] engagements


"China stocks not declining on this should give you a hint. $BABA $KWEB $BIDU $GDS PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY"  
[X Link](https://x.com/julius5207/status/2022350470082367855)  2026-02-13T16:41Z [----] followers, [---] engagements


"Two conditions must be met for $KWEB $BABA and $BIDU to multiply. $QQQ and $SPY move sideways and gold corrects. Not too unlikely in my opinion"  
[X Link](https://x.com/julius5207/status/2007164707241898465)  2026-01-02T18:58Z [----] followers, [---] engagements


"The largest customer for Venezuelan oil by far is China. The USA is essentially saying "We will not interfere with your economic growth in the next couple of years while ours is stagnating but we want our piece of the cake so buy our energy"  
[X Link](https://x.com/julius5207/status/2007757179840078006)  2026-01-04T10:13Z [----] followers, [---] engagements


"The best way to play the current political situation between Venezuela and the US is to buy $XOM. The chart seems to agree with this thesis. Consolidation on higher highs and higher lows"  
[X Link](https://x.com/julius5207/status/2007767543562617263)  2026-01-04T10:54Z [----] followers, [---] engagements


"BOUGHT $GDS @ [-----] USD 8% PORTFOLIO ALLOCATION"  
[X Link](https://x.com/julius5207/status/2008194654400029146)  2026-01-05T15:11Z [----] followers, [---] engagements


"@khawatmiTradez No options keep it simple"  
[X Link](https://x.com/julius5207/status/2008935810066944322)  2026-01-07T16:16Z [----] followers, [--] engagements


"Tripled my $BIDU position today. ENTRY PRICE @ 150.80$ for this tranche. AVERAGE PRICE @ 129.70$ PORTFOLIO ALLOCATION @ 20%"  
[X Link](https://x.com/julius5207/status/2011524176218374340)  2026-01-14T19:41Z [----] followers, [---] engagements


"@sleeping1820 Simplified. Stocks that went up are in demand and usually go higher like $BIDU or $BABA while stocks that went down usually go lower like $PDD or $GRAB"  
[X Link](https://x.com/julius5207/status/2011673156944347296)  2026-01-15T05:33Z [----] followers, [---] engagements


"Today was the day of strength I was talking about. $BABA should go way higher this year I am currently up 50% on $BABA and have 35% of my net worth invested. Won't sell a single share this party is far from over guys. The first sign of strength for $BABA stock on a weekly timeframe since a long time. My biggest bet needs to show some green weeks on increasing volume soon if not I have to trim. https://t.co/1jdiWbVG2n The first sign of strength for $BABA stock on a weekly timeframe since a long time. My biggest bet needs to show some green weeks on increasing volume soon if not I have to trim."  
[X Link](https://x.com/julius5207/status/2014436918939750781)  2026-01-22T20:36Z [----] followers, [---] engagements


"@BrianTycangco Capital shift incoming. Normally CNY is flowing abroad now the opposite is happening"  
[X Link](https://x.com/julius5207/status/2015388406574887378)  2026-01-25T11:36Z [----] followers, [---] engagements


"@sleeping1820 Higher than today probably"  
[X Link](https://x.com/julius5207/status/2015559326329450727)  2026-01-25T22:56Z [----] followers, [---] engagements


"Being long coal stocks seems very reasonable around Q3 [----] especially as great setups in coal stocks start to emerge. $HCC $AMR $CNR"  
[X Link](https://x.com/julius5207/status/1984695584922419433)  2025-11-01T18:54Z [----] followers, [----] engagements


"Mentioned before not positioned yet. 👀👀 $HCC"  
[X Link](https://x.com/julius5207/status/1986513724346409467)  2025-11-06T19:19Z [----] followers, [---] engagements


"7/ Forced Selling = Golden Opportunity 🚨 Capital Group (15% holder) must dump shares due to ESG regulationsflooding the market with supply. Retail panics but this is NOT fundamental weakness. Market cant absorb volume artificial price drop. Uninformed investors flee fire sale for smart money. Fact: Forced selling = best time to buy"  
[X Link](https://x.com/julius5207/status/1920644277241086276)  2025-05-09T00:57Z [----] followers, 36.5K engagements


"The so-called "great" China trade deal merely puts Trumps trade war on hold for [--] days. The only real agreement is a mutual rollback of escalated tariffs. Essentially were back to where we were before Liberation Dayexcept now Americans are stuck paying 30% tariffs while the Chinese face only 10%. $BABA $PDD $JD $BIDU $KWEB"  
[X Link](https://x.com/julius5207/status/1921858360191647950)  2025-05-12T09:21Z [----] followers, [----] engagements


"Evolution AB $EVO Board directors on cyber attacks: "It's terrible that they steal our product but it would be even worse If they stole someone else's product. $EVO is best in class and that is why $EVO's are the most sought after.""  
[X Link](https://x.com/julius5207/status/1922294982678855740)  2025-05-13T14:16Z [----] followers, [----] engagements


"As I mentioned in my previous thread about the most mispriced compounding machine in the market $EVO insiders including members of the Board of Directors and executives continue to buy shares at current prices. Given $EVO's undervaluation this trend is unlikely to change"  
[X Link](https://x.com/julius5207/status/1922599032603430918)  2025-05-14T10:25Z [----] followers, [----] engagements


"@KobeissiLetter There never was a trade deal only a temporary pause"  
[X Link](https://x.com/julius5207/status/1924456848888889836)  2025-05-19T13:27Z [----] followers, [----] engagements


"Today is Evolution AB's $EVO dividend payment date with a distribution of [----] per share. This translates to an annual dividend yield of 4.6%. Enjoy your sin stock yield"  
[X Link](https://x.com/julius5207/status/1924794843181555809)  2025-05-20T11:50Z [----] followers, [----] engagements


"$EVO is still trading below the 30-week moving average (30WMA) and based on the volume there is clear evidence of extreme selling pressure. This situation is unlikely to change for now unless there is a shift in the news regarding Evolution's problems. For long-term investors these are excellent entry prices. I dont see $EVO as a trade but rather as an investment with a time horizon of at least [--] years. For momentum to return the stock would first need to sustainably break back above the 30WMA this could happen between Q4 [----] and Q1 [----]. The coming months are a great opportunity to buy a"  
[X Link](https://x.com/julius5207/status/1925862880944992681)  2025-05-23T10:34Z [----] followers, [----] engagements


"Evolution management is phenomenal. Anyone who has deeply studied the giants of value investing like Munger Smith or Buffett should recognize that $EVO is an outstanding company at a very cheap price. Evolution [--] steps ahead when they did the ring-fencing 👏👏 $EVO $EVVTY Evolution [--] steps ahead when they did the ring-fencing 👏👏 $EVO $EVVTY"  
[X Link](https://x.com/julius5207/status/1925921389782901010)  2025-05-23T14:26Z [----] followers, [----] engagements


"My Pinduoduo Holdings $PDD Investment Thesis: If delisted I take a big haircut. If listed on the Hong Kong Stock Exchange I gain 50%. If a dividend is announced (even a 0.1% yield) I double. If a share buyback is announced I double. If none of these happen I compound at 30% per year"  
[X Link](https://x.com/julius5207/status/1925930215726792943)  2025-05-23T15:02Z [----] followers, 19.3K engagements


"EVOLUTION $EVO $EVVTY DEBUTS US LAUNCH OF RED DOOR ROULETTE: Published: 20/05/25 Jacob Claesson CEO of Evolution $EVO North America: "Following global success were excited to introduce this innovative format to US players just the beginning of our [----] live game roadmap." Evolution $EVVTY brings its hit game show mashup Red Door Roulette to New Jersey & Delaware with more states to follow. A strategic step in Evolutions North American expansion"  
[X Link](https://x.com/julius5207/status/1926763042215170144)  2025-05-25T22:11Z [----] followers, [----] engagements


"The real risk in financial markets is not buying stocks that the market recognizes as risky like $BABA $PDD $JD $BIDU and therefore prices accordingly often even mispricing them due to perceived risk. Instead the true danger lies in buying stocks the market is overly confident about like $SPY $QQQ $AAPL $MSFT $GOOGL $NVDA believing them to be safe only for them to later reveal hidden risks"  
[X Link](https://x.com/julius5207/status/1928045599196082289)  2025-05-29T11:07Z [----] followers, [----] engagements


"@BoringBiz_ If you didnt even have a bookshelf you probably outperformed"  
[X Link](https://x.com/julius5207/status/1929193556243091715)  2025-06-01T15:09Z [----] followers, [----] engagements


"$BABA is deeply integrated into the economic value chain of China the worlds largest economy. $BABA is a $1 trillion company. Currently $BABA market cap stands at $300 billion"  
[X Link](https://x.com/julius5207/status/1930012977425469516)  2025-06-03T21:25Z [----] followers, 13.3K engagements


"Charlie Munger was right about his Alibaba $BABA investment he was simply too early. His $72 million stake (30% of his portfolio) was sold shortly before his death. In the coming years this investment may well be remembered as one of his greatest further cementing his legacy among the most legendary investors of all time"  
[X Link](https://x.com/julius5207/status/1932206163728196093)  2025-06-09T22:40Z [----] followers, [----] engagements


"It is better to own the casino than to play in it. $EVO"  
[X Link](https://x.com/julius5207/status/1932211556592370128)  2025-06-09T23:01Z [----] followers, [----] engagements


"What people dislike most is uncertainty and volatility thats why no one wants to buy Chinese stocks. It just doesnt feel right. Because of that theyre trading at fire-sale prices. Im happy to step in and buy. Thanks for selling guys. $BABA $PDD $JD $BIDU"  
[X Link](https://x.com/julius5207/status/1933615532034449415)  2025-06-13T20:00Z [----] followers, [----] engagements


"As I told you in my $EVO $EVVTY Thread. Insiders are buying and you should too 🚨RIGHT NOW: Evolution CEO Martin Carlesund bought shares worth [--] million last week Where are the people who said there were no insider purchases 🤔 $EVO $EVVTY $EVO.ST https://t.co/myEwPxEEnJ 🚨RIGHT NOW: Evolution CEO Martin Carlesund bought shares worth [--] million last week Where are the people who said there were no insider purchases 🤔 $EVO $EVVTY $EVO.ST https://t.co/myEwPxEEnJ"  
[X Link](https://x.com/julius5207/status/1934474752145457204)  2025-06-16T04:54Z [----] followers, [----] engagements


"The recent news $EVO CEO buying shares is definitely a positive signal and helps build confidence. However it's worth keeping in mind that from a technical perspective we're still in a downtrend. That said the past four weeks have clearly shown that the [---] SEK / [--] level has been a solid area for accumulating shares to start building a position"  
[X Link](https://x.com/julius5207/status/1934556090848448997)  2025-06-16T10:18Z [----] followers, [----] engagements


"Chinese stocks particularly $BABA and $PDD are now in a setup strikingly similar to $BTC at the end of [----] when I went all-in and tripled my money. The parallels are evident both technically and macro-wise. Most importantly the investment communitys fear and misunderstanding of Chinese tech stocks mirror the skepticism that once surrounded Bitcoin presenting a rare and compelling opportunity. The last time i saw a similar opportunity was when i went big on $BTC. If conviction is big you bet big and my conviction is huge"  
[X Link](https://x.com/julius5207/status/1935452537563623842)  2025-06-18T21:40Z [----] followers, [----] engagements


"The Chinese economy is gaining momentum offering attentive investors subtle signals. For instance $BABA s Taobao Hong Kong platform saw its user base triple during this years '618' mid-year shopping festival compared to the previous year reaching an all-time high"  
[X Link](https://x.com/julius5207/status/1936042008486826169)  2025-06-20T12:42Z [----] followers, [----] engagements


"The main reason Im allocating 10% of my portfolio to Evolution AB $EVO $EVVTY isnt just its extremely attractive valuation relative to the companys quality. Its also a smart way to gain exposure to emerging markets without taking on their inherent risks. Dont forget: 50% of $EVO revenue comes from Asia and Latin America and that share is growing. https://twitter.com/i/web/status/1937433885488414729 https://twitter.com/i/web/status/1937433885488414729"  
[X Link](https://x.com/julius5207/status/1937433885488414729)  2025-06-24T08:53Z [----] followers, [----] engagements


"Increased my $BABA position by 50%. My entry point for the entry tranche is 123$ per ADR. $BABA is now the biggest position in my portfolio the second one is $PDD. They both make up around 40% of my net worth"  
[X Link](https://x.com/julius5207/status/1948015361338888333)  2025-07-23T13:40Z [----] followers, [----] engagements


"One of the key reasons $BABA is my largest position is its technical setup. The stock has been consolidating for nearly four years and the longer the consolidation the stronger and higher the eventual breakout tends to be. Weve already seen the initial breakout followed by a pullback to retest the 30-week moving average and the white resistance line (now acting as support). This retest presents a perfect opportunity to add to the position. The next move is likely to be a powerful impulse rally fueled by a surge in bullish sentiment. Catalysts could include the highly anticipated meeting"  
[X Link](https://x.com/julius5207/status/1948034296393912513)  2025-07-23T14:55Z [----] followers, [----] engagements


"Chinese tech stocks $BABA $JD $PDD $BIDU have exhibited a highly suspicious trading pattern in recent months.Price increases occur on high volume while declines happen on low volume. The recent drop in prices took place with exceptionally weak trading volume meaning relatively few shares changed hands during the downturn. Meanwhile major investment banks particularly Goldman Sachs JPMorgan and Citigroup have significantly increased their exposure to these stocks over the past few quarters. Do what you will with this information. But anyone who can put two and two together should see whats"  
[X Link](https://x.com/julius5207/status/1951540069980053895)  2025-08-02T07:06Z [----] followers, [----] engagements


"Im fairly confident that the Fed will cut rates in September. In just a few weeks the bull market for Chinese equities $BABA $PDD $JD $BIDU will begin. The last time I was this sure about a trade was Bitcoin $BTC at the end of [----]. I will bet more i guess"  
[X Link](https://x.com/julius5207/status/1952472686380089402)  2025-08-04T20:52Z [----] followers, [----] engagements


"I increased my $BABA position by another 50% bringing my total allocation to 30% of my net worth. My latest purchase was at $117 and my overall cost basis remains at $117 per ADR. This could either be the smartest trade of my career or the dumbest. Either way Im putting my money where my mouth is. Let's go"  
[X Link](https://x.com/julius5207/status/1952799656041205869)  2025-08-05T18:31Z [----] followers, 16.7K engagements


"By now half of my net worth is invested in two Chinese stocks: $BABA and $PDD This is my high-conviction high-reward play I am swinging for the fences on this one. The setup looks exceptionally strong and I believe its an opportunity I cant pass up. Wish me luck"  
[X Link](https://x.com/julius5207/status/1952801632246231100)  2025-08-05T18:39Z [----] followers, [----] engagements


"$BABA is consolidating at the disbelief stage. Just like in the textbook. Such opportunities are very rare in reality but here it is"  
[X Link](https://x.com/julius5207/status/1952809244149035310)  2025-08-05T19:09Z [----] followers, 12.3K engagements


"I prefer investing in what the average Joe considers high-risk stocks like $PDD and $BABA rather than spending my money on vacations fancy cars or flashy status symbols to pretend and feeling rich like everybody else. I play wealth games not status games"  
[X Link](https://x.com/julius5207/status/1955060452741820792)  2025-08-12T00:15Z [----] followers, [----] engagements


"Once the Western world realizes this and China's trillions in stimulus begin circulating through its domestic economy Chinese tech stocks will go bananas. Better fasten your seatbelts. $BABA $PDD $JD $BIDU"  
[X Link](https://x.com/julius5207/status/1955716084130025788)  2025-08-13T19:40Z [----] followers, [----] engagements


"Kenneth Dart now owns approximately 20.3% of $EVO's equity. Unlike many investors he remains unfazed by short-term market noise. As the largest shareholder his stake even surpasses that of the company's founders"  
[X Link](https://x.com/julius5207/status/1957533864345124936)  2025-08-18T20:03Z [----] followers, [----] engagements


"China Tech is set to become the next speculative bubble maniaall the pieces are aligning perfectly. $BABA $PDD $KWEB $BIDU $BZ $JD"  
[X Link](https://x.com/julius5207/status/1957716551315984887)  2025-08-19T08:09Z [----] followers, [----] engagements


"Increased my $BABA position by another 10% today. This new tranche was entered at $117.50 bringing my total average cost basis to $117.34. This position now represents 34% of my net worth so it is my biggest position by far. I do not plan on adding to it further through purchases. I will neither trim nor sell on the way up if it runs I'll let it ride"  
[X Link](https://x.com/julius5207/status/1958551275936915556)  2025-08-21T15:26Z [----] followers, [----] engagements


"The conditions for the rise of China Tech are now unequivocally in place: fundamentals are sound market sentiment has turned the political environment is supportive and monetary policy is conducive. The stage is set for a new chapter. $BABA $PDD $KWEB $BZ $BIDU $JD"  
[X Link](https://x.com/julius5207/status/1958785132074066429)  2025-08-22T06:55Z [----] followers, [----] engagements


"The accumulation phase for $BABA and $KWEB stocks is about to end guys. The longer the accumulation phase is the higher the bull market goes. [--] years $KWEB stocks have been in a bear market while every other market was soaring now they catch up. Secure your seatsthis train is leaving the station and it will go fast"  
[X Link](https://x.com/julius5207/status/1961522334176624980)  2025-08-29T20:12Z [----] followers, [----] engagements


"$BABA has short squeeze potential. This is not priced in"  
[X Link](https://x.com/julius5207/status/1961849783770841102)  2025-08-30T17:53Z [----] followers, [----] engagements


"No other $300B+ company has $BABA's near-term doubling potential. Major funds are underweight yet it's the only stock large and liquid enough for them to buy in size. The last time I saw this setup was with $BTC before it 5x'd. Do with that what you will"  
[X Link](https://x.com/julius5207/status/1961853768246460903)  2025-08-30T18:09Z [----] followers, [----] engagements


"The substantial+15% price surge for $BABAwas accompanied by a massive spike in trading volume. The volume waswell over 5x the average(precisely5.7 times higher) indicating exceptionally strong and broad market interest. Big money just started chasing CHINA TECH"  
[X Link](https://x.com/julius5207/status/1962154113711415467)  2025-08-31T14:02Z [----] followers, [----] engagements


"$BABA daily chart story is clear: supply is weak (low volume pullback) demand is strong (high volume breakout). This is bullish"  
[X Link](https://x.com/julius5207/status/1963657370850181558)  2025-09-04T17:36Z [----] followers, [----] engagements


"At some point in this cycle fund managers are risking their careers if they are not at least somewhat allocated to Chinese stocks. $BABA should be the biggest beneficiary of this evolving trend. 35% of my net worth is in $BABA"  
[X Link](https://x.com/julius5207/status/1965137597594030154)  2025-09-08T19:38Z [----] followers, [----] engagements


"As the price of $BABA trends higher more and more AI/cloud-related news is being released feeding the "fancy" tech sentiment. It seems increasingly likely this stock could pull a "Chinese Nvidia"-like price increase. I am definitely not selling any of my shares this year"  
[X Link](https://x.com/julius5207/status/1965353085548851669)  2025-09-09T09:54Z [----] followers, [----] engagements


"$BABA is about to become the best performing and still most underowned stock. At this point the guy who does not own $BABA stock starts to look like a clown. I told you this will happen. We are far from done"  
[X Link](https://x.com/julius5207/status/1970786640609321376)  2025-09-24T09:45Z [----] followers, [----] engagements


"We are at optimism stage now. $BABA"  
[X Link](https://x.com/julius5207/status/1970875119380631838)  2025-09-24T15:37Z [----] followers, 12.2K engagements


"Currently I am up 54% on my $BABA position. By now this position is around 40% of my net worth and I won't sell a single share. This move is far from done"  
[X Link](https://x.com/julius5207/status/1973580877172187382)  2025-10-02T02:48Z [----] followers, [----] engagements


"By now $BABA has pulled back 16% from its annual high which has unsettled many investors. However for a stock like this such a pullback is completely normal and by no means problematic. In fact these kinds of corrections are very healthy and essential for maintaining a strong upward trend. Whats more the fact that this pullback is occurring alongside continuously declining weekly trading volume is a very positive signal. The $BABA bull run is far from over"  
[X Link](https://x.com/julius5207/status/1988432761850343695)  2025-11-12T02:24Z [----] followers, [----] engagements


"A potential Strategic Bet on an Overlooked Energy Narrative: Currently several promising technical setups are emerging within oil drilling companies and coal miners. My favored names in this space include companies like Warrior Met Coal $HCC and Noble $NE. However when I commit capital technical and fundamental analysis alone are not enough. My philosophy is to check every possible box to maximize the probability of success even if it means passing on numerous good opportunities. A critical aspect often overlooked by most market participants is the power of a narrative shifta change in market"  
[X Link](https://x.com/julius5207/status/1988706615919538347)  2025-11-12T20:33Z [----] followers, [---] engagements


"Usually Chinese money flows out of the country. It chases after assets in $USD and $EUR so stuff like US stocks $SPY $QQQ European real estate you name it. I think this trend is about to do a full [---] and reverse. Why Because of two big things. First the West doesn't look so good anymore. The risk vs. reward in Europe and America is terrible now. Whether it's their housing markets their stock markets or even their currencies nothing looks like a great deal. The juice isn't worth the squeeze for foreign money anymore. Second China has to open up. To become the top dog China will have to start"  
[X Link](https://x.com/julius5207/status/2015525885634322604)  2026-01-25T20:43Z [----] followers, [---] engagements


"🗓MAY [----] PORTFOLIO UPDATE🗓 MY PORTFOLIO YTD: +73%🟢 S&P500 YTD: -5.3%🔴 MSCI WORLD YTD: +104%🟢 💹My positions: $GOLD $PDD $BABA $EVO $JD $BIDU $IAG ALLOCATION BY COUNTRY / ASSET CLASS: China: 46% 🟡GOLD: 41% GB: 4% Sweden: 9% Follow me: @julius5207 - - - - - - - - - - - - - - - - - - - **     . '   and all the"  
[X Link](https://x.com/julius5207/status/1919727507260968965)  2025-05-06T12:14Z [----] followers, 14.9K engagements


"Evolution AB $EVO is deploying significant capital to buy back shares capitalizing on their current undervaluation. Additionally the company will distribute its dividend tomorrow offering an attractive yield of around 4.6%. As a highly cash-generative business Evolution is effectively returning its strong cash flows directly to investors"  
[X Link](https://x.com/julius5207/status/1924389816361238554)  2025-05-19T09:01Z [----] followers, [----] engagements


"Trading $BABA stock is simple: Buy $BABA stock when Jack Ma is in sell $BABA stock when he's out. He's back since May [----] so I'm long. $BABA is 20% of my portfolio"  
[X Link](https://x.com/julius5207/status/1926390146053574750)  2025-05-24T21:29Z [----] followers, [----] engagements


"Recent Weakness in Chinese Stocks & Strategic Entry Points In recent weeks Chinese equities $BABA $PDD $JD $BIDU have experienced significant declines. This can largely be attributed to a broader market pullback and short-term concerns over weakening fundamentals as well as the ever-shifting rhetoric of my friend Donald Trump who changes his mind more often than I change my underwear. One stock worth watching closely is $BABA as it serves as a classic proxy for Chinese tech stocks. In other words when Alibaba falls names like Pinduoduo and Baidu tend to follow despite the fact that and Baidu"  
[X Link](https://x.com/julius5207/status/1928799760787411249)  2025-05-31T13:04Z [----] followers, [----] engagements


"Every major bull market begins with a significant catalyst that shifts sentiment and therefore drives prices upward. In my view a meeting between President XI and Trump could serve as such a catalyst for the start of a major bull market for Chinese stocks. $BABA $PDD $JD $BIDU"  
[X Link](https://x.com/julius5207/status/1930373013465124913)  2025-06-04T21:16Z [----] followers, [----] engagements


"Added Alibaba $BABA ADRs today at $120 per share increasing my total position by 5%. Could the price drop a bit more Possibly but I believe this is an excellent opportunity so Im taking it. The potential upside is significant whereas the downside is minimal. NFA"  
[X Link](https://x.com/julius5207/status/1932468106531832075)  2025-06-10T16:01Z [----] followers, [----] engagements


"Many investors are overlooking the striking parallels between Chinese tech firms such as $BABA $PDD $JD $BIDU today and U.S. tech companies in [----]. With access to ultra-cheap financing because of near-zero interest rates and abundant liquidity. These companies can aggressively fund buybacks or reinvest in high-return growth initiatives. Trading at deep discounts despite strong fundamentals and impressive ROIC Chinese tech presents what could be one of the most overlooked opportunities in global markets. The market hasnt priced in this asymmetry YET"  
[X Link](https://x.com/julius5207/status/1945170166968672275)  2025-07-15T17:14Z [----] followers, [----] engagements


"$BABA is about to steal $NVDA's crown. MARKET CAP $BABA = $285 billion MARKET CAP $NVDA = $4230 billion"  
[X Link](https://x.com/julius5207/status/1962271028362534970)  2025-08-31T21:47Z [----] followers, [----] engagements


"@Michhhhh43 @tobaccoinsider We dont have to agree on thisthats the beauty of markets. For every buyer theres a seller and vice versa. Enjoy your weekend and all the best✌"  
[X Link](https://x.com/julius5207/status/1920958570691957138)  2025-05-09T21:46Z [----] followers, [--] engagements


"Growing evidence suggests we are witnessing a paradigm shift away from the era of cheap money and relentless bull markets toward an environment strikingly reminiscent of the 1970s. That decade was defined by high inflation energy crises geopolitical tensions and volatile interest rates. Today history appears to be rhyming. The era of passive "buy and hold" investing in tech ETFs $QQQ $AAPL $NVDA $GOOGL $MSFT $BTC $TSLA may be fading making way for a time when stock-picking and macroeconomic timing become critical once again. Yet while virtually every investor remains overweight in US tech and"  
[X Link](https://x.com/julius5207/status/1929192353052664039)  2025-06-01T15:04Z [----] followers, [---] engagements


"I dislike both companies $BYD $CATL because they operate in capital-intensive industries with high Capex requirements and their sectors are not only highly cyclical but also politically sensitive. My investment thesis on China is based on a bet that the Chinese economy will reflate. I expect the companies Ive invested in $PDD $BABA $JD $BIDU to benefit significantly from this trend as they are deeply integrated into the domestic economy unlike $BYD for example. https://twitter.com/i/web/status/1929550555971453277 https://twitter.com/i/web/status/1929550555971453277"  
[X Link](https://x.com/julius5207/status/1929550555971453277)  2025-06-02T14:47Z [----] followers, [---] engagements


"Which China tech stock will perform the best in the upcoming bull run (if one occurs) $BABA $PDD $JD $BIDU $KWEB $BABA $PDD $JD $BIDU $BABA $PDD $JD $BIDU"  
[X Link](https://x.com/julius5207/status/1948095173491057097)  2025-07-23T18:57Z [----] followers, [----] engagements


"Just in case people wondering why $EVO is down big today. Evolution $EVVTY faces renewed allegations of offering gambling games in banned or US-sanctioned markets like Iran Sudan China and Syria. A lawsuit filed in a New Jersey court (reported by Bloomberg) cites [--------] recordings by private intelligence firm Black Cube where current and former executives allegedly discussed bypassing local gambling bans and US sanctions. https://twitter.com/i/web/status/1955538252468719996 https://twitter.com/i/web/status/1955538252468719996"  
[X Link](https://x.com/julius5207/status/1955538252468719996)  2025-08-13T07:53Z [----] followers, [----] engagements


"Kanzhun Ltd. $BZ has announced a substantial $250 million share buyback program to be executed over the next [--] months. This commitment representing approximately 2.5% of its market capitalization is a powerful signal. For a Chinese company this move is particularly significant as it demonstrates a clear shift in strategy towards prioritizing shareholder value. https://twitter.com/i/web/status/1958155221659443411 https://twitter.com/i/web/status/1958155221659443411"  
[X Link](https://x.com/julius5207/status/1958155221659443411)  2025-08-20T13:12Z [----] followers, [---] engagements


"Earnings don't move markets it's liquidity that moves the market. China is running the most expansive monetary policy in decades meanwhile the FED is starting to ease as well. The global stock market is about to go crazy guys and China Tech will be the protagonist"  
[X Link](https://x.com/julius5207/status/1970928513923551345)  2025-09-24T19:09Z [----] followers, [---] engagements


"These fundamentals are simply face melting and the same goes for the growth perspective. Thinking about allocating 10% of my net worth into Hacksaw $HACK and just let it ride. It's in the same niche as $EVO just smaller and better. Greetings to @M1nvest ✌"  
[X Link](https://x.com/julius5207/status/1974134862585184663)  2025-10-03T15:30Z [----] followers, [----] engagements


"Sold my $BZ position completely at a 10% loss. Reduced 50% of my $PDD position and took a 7% loss on this tranche. I learned that a 7% loss could be recouped quickly but a 50% loss requires a 100% gain just to get back to even and that could take years"  
[X Link](https://x.com/julius5207/status/1991142341877321768)  2025-11-19T13:51Z [----] followers, [---] engagements


"BOUGHT $EL @ [------] USD PORTFOLIO ALLOCATION 6% This is a great turnaround situation with a great risk reward. Lots of breakout traders and trend follwers got trapped out several times on this name. I got stopped out once. This is my second shot"  
[X Link](https://x.com/julius5207/status/2008978197380256118)  2026-01-07T19:05Z [----] followers, [---] engagements


"At around [---] SEK $EVO should become an excellent long-term compounding investment one that even I cannot ignore despite my trading strategy being different. At these valuations the free cash flow yield stands at around 13% even if free cash flow were to decline by 10% annually over the next two years you should do fine and this scenario is highly unlikely given that online gambling remains a growth industry where $EVO holds a significant market share. Management has already demonstrated its commitment to returning cash flows to shareholders through buybacks or dividends. With analysts"  
[X Link](https://x.com/julius5207/status/2010003613607747623)  2026-01-10T14:59Z [----] followers, [----] engagements


"Don't try to rush into this pump we are not out of the woods yet. But yeah things look very very good. $BABA $BIDU $FUTU $GDS"  
[X Link](https://x.com/julius5207/status/2010803667474268484)  2026-01-12T19:58Z [----] followers, [---] engagements


"If we move sideways on declining volume for the next couple of days I go all in $BIDU $FUTU and $GDS. Setup is there narrative is there liquidity is there"  
[X Link](https://x.com/julius5207/status/2010809464383783033)  2026-01-12T20:21Z [----] followers, [---] engagements


"Most of my money is invested in just three Chinese stocks: 35% in Alibaba $BABA 18% in Baidu $BIDU 14% in GDS Holdings $GDS That means about two-thirds of my net worth is focused on these companies"  
[X Link](https://x.com/julius5207/status/2014049315371524518)  2026-01-21T18:55Z [----] followers, [---] engagements


"Many oil-related stocks are exhibiting strong technical setups and are clearly in demand despite oil remaining in a multi-year downtrend and still trading below its 30-week moving average. Ill likely initiate a small speculative positionjust 23% of portfolio exposureto test how it plays out. And no it wont be $XOM or $CVX. Those names are my signal not my bet. https://twitter.com/i/web/status/2014433298890531214 https://twitter.com/i/web/status/2014433298890531214"  
[X Link](https://x.com/julius5207/status/2014433298890531214)  2026-01-22T20:21Z [----] followers, [---] engagements


"A stock can represent great value and still stagnate for years tying up valuable capital. Therefore an essential question that needs to be asked is: What is going to make the stock go up $EVO $EVVTY $HACK"  
[X Link](https://x.com/julius5207/status/2015384049787814368)  2026-01-25T11:19Z [----] followers, [----] engagements


"@PalSouresh $PBR is allright but I think there are better opportunites If you want oil exposure. Even though I would consider $PBR as well it's a very difficult company to have a position in. Know what you own"  
[X Link](https://x.com/julius5207/status/2016445870267400464)  2026-01-28T09:38Z [----] followers, [--] engagements


"Sorry $PYPL Bulls A Reality Check for $PYPL Bulls It's crucial to understand that attractive financial metrics alone are not a catalyst for stock price appreciation. A high free cash flow yield does not guarantee a rising stock price. A high dividend yield does not guarantee a rising stock A Reality Check for $PYPL Bulls It's crucial to understand that attractive financial metrics alone are not a catalyst for stock price appreciation. A high free cash flow yield does not guarantee a rising stock price. A high dividend yield does not guarantee a rising stock"  
[X Link](https://x.com/julius5207/status/2018825072769712213)  2026-02-03T23:12Z [----] followers, [---] engagements


"Executed a pyramid addition to my $GDS position increasing it by 50%. The new tranche was acquired at $40.10. The position is now my third-largest bet representing 13% of my portfolio. My weighted average price is $38.20 and I have set a firm stop-loss at that same level to define my risk. https://twitter.com/i/web/status/2014047185596207125 https://twitter.com/i/web/status/2014047185596207125"  
[X Link](https://x.com/julius5207/status/2014047185596207125)  2026-01-21T18:47Z [----] followers, [---] engagements

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