#  @khawatmiTradez khawatmiTradezz khawatmiTradezz posts on X about $baba, $bidu, ai, china the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1950008849923989504/interactions)  - [--] Week [-------] +107% - [--] Month [-------] +1,971% - [--] Months [-------] +235,584% ### Mentions: [--] [#](/creator/twitter::1950008849923989504/posts_active)  - [--] Month [--] -52% - [--] Months [---] +7,550% ### Followers: [-----] [#](/creator/twitter::1950008849923989504/followers)  - [--] Week [-----] +194% - [--] Month [-----] +906% - [--] Months [-----] +5,013% ### CreatorRank: [---------] [#](/creator/twitter::1950008849923989504/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [products](/list/products) [nfl](/list/nfl) [exchanges](/list/exchanges) [events](/list/events) **Social topic influence** [$baba](/topic/$baba) #105, [$bidu](/topic/$bidu) #28, [ai](/topic/ai), [china](/topic/china), [baba](/topic/baba) #2634, [stocks](/topic/stocks), [$ter](/topic/$ter) #30, [$gds](/topic/$gds) #8, [$sym](/topic/$sym), [$tsla](/topic/$tsla) #429 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@dyzob](/creator/undefined) [@sinomarket](/creator/undefined) [@julius5207](/creator/undefined) [@equitybrian](/creator/undefined) [@byulfinance](/creator/undefined) [@amgadishak1](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@sevenparr](/creator/undefined) [@lloydjamesross](/creator/undefined) [@financebrolavi](/creator/undefined) [@wealthmatica](/creator/undefined) [@andyfitzgerald](/creator/undefined) [@martinmaie80427](/creator/undefined) [@feroceresearch](/creator/undefined) [@kiantrades](/creator/undefined) [@john421000](/creator/undefined) [@deitaone](/creator/undefined) [@mwm76](/creator/undefined) [@sincitycapital](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/$baba) [Teradyne, Inc. (TER)](/topic/$ter) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Tesla, Inc. (TSLA)](/topic/$tsla) [Apple, Inc. (AAPL)](/topic/$aapl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Intel Corporation (INTC)](/topic/$intc) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [CatCoin (CAT)](/topic/$cat) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Enphase Energy Inc (ENPH)](/topic/$enph) [Target Corporation (TGT)](/topic/$tgt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Rambus Inc (RMBS)](/topic/$rmbs) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [Synopsys, Inc. (SNPS)](/topic/$snps) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [Boeing Co (BA)](/topic/$ba) [Arm Holdings plc (ARM)](/topic/$arm) [Synaptics Inc (SYNA)](/topic/$syna) [SPX6900 (SPX)](/topic/$spx) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Moderna Inc (MRNA)](/topic/$mrna) [Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Strategy (MSTR)](/topic/$mstr) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Goldman Sachs (GS)](/topic/goldman-sachs) [OpenServ (SERV)](/topic/$serv) ### Top Social Posts Top posts by engagements in the last [--] hours "@zarieinvests I got $baba $bidu & $gds" [X Link](https://x.com/khawatmiTradez/status/1951665570836894007) 2025-08-02T15:25Z [--] followers, [--] engagements "@StockSavvyShay @grok is this bad for $mrvl" [X Link](https://x.com/khawatmiTradez/status/1957541504714449126) 2025-08-18T20:33Z [--] followers, [---] engagements "@Financelot33 Jd is a boring retail stock lol. No one wants it compared to $bidu & $baba with their AI scaling" [X Link](https://x.com/khawatmiTradez/status/1958138017295868304) 2025-08-20T12:04Z [--] followers, [---] engagements "@DeItaone @grok is this bullish for China stocks like $baba $bidu & $gds" [X Link](https://x.com/khawatmiTradez/status/1958156365089681480) 2025-08-20T13:17Z [--] followers, [---] engagements "@SevenParr Whatre you seeing on $mrvl Im heavy on it" [X Link](https://x.com/khawatmiTradez/status/1959788104308621531) 2025-08-25T01:21Z [--] followers, [---] engagements "@ZaStocks What about $mrvl" [X Link](https://x.com/khawatmiTradez/status/1960691347385467171) 2025-08-27T13:10Z [--] followers, [---] engagements "@grok @Bubblebathgirl @grok was the shooter Jewish" [X Link](https://x.com/khawatmiTradez/status/1960995070452060193) 2025-08-28T09:17Z [--] followers, [---] engagements "@byul_finance @grok what does this mean Is this good for $baba" [X Link](https://x.com/khawatmiTradez/status/1961237858683060439) 2025-08-29T01:21Z [--] followers, [---] engagements "@julius5207 Are you in $bidu too Or just $baba" [X Link](https://x.com/khawatmiTradez/status/1962153209473982722) 2025-08-31T13:59Z [--] followers, [---] engagements "@julius5207 Love it man Im in both $baba and $bidu. Lets make some money the next couple weeks 🚀" [X Link](https://x.com/khawatmiTradez/status/1962156428061290772) 2025-08-31T14:12Z [--] followers, [--] engagements "@byul_finance @grok what does this mean" [X Link](https://x.com/khawatmiTradez/status/1962545385341165948) 2025-09-01T15:57Z [--] followers, [--] engagements "@grok @byul_finance @grok will it impact me if I bought my house [--] months ago" [X Link](https://x.com/khawatmiTradez/status/1962551262953570490) 2025-09-01T16:20Z [--] followers, [--] engagements "China is about do something incredible eoy. $bidu [---] target end of year $baba [---] target end of year $baba with AI acceleration and cloud growth can see huge upside going into next year. $bidu driverless cars partnership with Lyft and AI growing over 30% should move quick" [X Link](https://x.com/khawatmiTradez/status/1964712890738643264) 2025-09-07T15:30Z [--] followers, [--] engagements "@vnkumarvnk $rbrk is one to watch" [X Link](https://x.com/khawatmiTradez/status/1964728104754335970) 2025-09-07T16:30Z [--] followers, [---] engagements "$baba target already hit and bidu. $baba [---] target now; [---] potentially $bidu [---] target" [X Link](https://x.com/khawatmiTradez/status/1966710547287507231) 2025-09-13T03:48Z [--] followers, [---] engagements "@SevenParr I got crushed on ER on $mrvl 🤣" [X Link](https://x.com/khawatmiTradez/status/1968766511163544004) 2025-09-18T19:58Z [--] followers, [---] engagements "@traderhc lol literally no thesis behind this. Were due for a pullback but it wont be a huge pullback. Also my hedge is China stocks anyways. $baba and $bidu have been strong" [X Link](https://x.com/khawatmiTradez/status/1968787840344400019) 2025-09-18T21:22Z [--] followers, [----] engagements "@18g_Trading @traderhc Yeah $baba and $bidu are selling off but all depends on news tomorrow when trump and xi connect. Can solidify more of a China rally but flow on China has been far stronger for bulls than bears" [X Link](https://x.com/khawatmiTradez/status/1968798761389265129) 2025-09-18T22:06Z [--] followers, [---] engagements "$sym (Symbotic): The next ticker to 3x. My bullish thesis is listed below: Symbotic is well-positioned in a high-growth secular market (automation + AI in logistics) with labor pressure e-commerce tailwinds and aging / inefficient supply chains. -Huge backlog of 22B" [X Link](https://x.com/khawatmiTradez/status/1969470488503066701) 2025-09-20T18:35Z [--] followers, [--] engagements "@Sino_Market @grok how bullish is this for $baba and $bidu" [X Link](https://x.com/khawatmiTradez/status/1969941932827656598) 2025-09-22T01:48Z [--] followers, [---] engagements "@grok @Sino_Market What does this mean @grok China Central Bank Likely in No Hurry to Ease Monetary Policy: Goldman Sachs The PBOC is likely in no hurry to ease monetary policy Goldman Sachs's economics research team says citing Gov. Pan Gongsheng's remarks at a joint media briefing with major financial regulators on https://t.co/CunTWSJPRU China Central Bank Likely in No Hurry to Ease Monetary Policy: Goldman Sachs The PBOC is likely in no hurry to ease monetary policy Goldman Sachs's economics research team says citing Gov. Pan Gongsheng's remarks at a joint media briefing with major" [X Link](https://x.com/khawatmiTradez/status/1970307264859762880) 2025-09-23T02:00Z [--] followers, [--] engagements "@grok @Sino_Market Does this mean no stimulus @grok" [X Link](https://x.com/khawatmiTradez/status/1970307599141654663) 2025-09-23T02:01Z [--] followers, [--] engagements "@Sino_Market @grok this looks bearish as it weighs out stimulus. Is this true" [X Link](https://x.com/khawatmiTradez/status/1970330286299967723) 2025-09-23T03:32Z [--] followers, [---] engagements "@NobleInvesting 100% man This news is so bullish China is going to come out with a huge push and stimulus on AI and $baba will be the leader followed by $bidu. Its like buying $nvda and $msft at early stages Alibaba Advances 380B AI Infrastructure Alibaba Clouds [----] Energy Use 10x [----] for ASI Era Alibaba is actively promoting the construction of [---] billion AI infrastructure and plans to invest more. In order to welcome the arrival of the ASI era compared with [----] the first https://t.co/5G1gT7WNsy Alibaba Advances 380B AI Infrastructure Alibaba Clouds [----] Energy Use 10x [----] for ASI Era" [X Link](https://x.com/khawatmiTradez/status/1970696050210988479) 2025-09-24T03:45Z [--] followers, [---] engagements "@byul_finance @grok can you share highlights and an overview" [X Link](https://x.com/khawatmiTradez/status/1972123282322477544) 2025-09-28T02:16Z [--] followers, [--] engagements "@byul_finance @grok does this mean theyll cut rates" [X Link](https://x.com/khawatmiTradez/status/1972520166455169298) 2025-09-29T04:33Z [--] followers, [--] engagements "@nataninvesting Robotic stocks. $ter and $sym. I trimmed some baba and bidu and bought those" [X Link](https://x.com/khawatmiTradez/status/1973017272668283380) 2025-09-30T13:29Z [--] followers, [---] engagements "@ncbtrades I literally have the same ones except $serv" [X Link](https://x.com/khawatmiTradez/status/1973592942993711172) 2025-10-02T03:36Z [--] followers, [--] engagements "@Jake__Wujastyk lol theres a huge difference between $baba and $bidu. AI self driving cars etc. jd is a laggard because it is reliant on the Chinese economy since its only an Ecom play. Jd will go up but no where near the way the other two moved" [X Link](https://x.com/khawatmiTradez/status/1974521833585299581) 2025-10-04T17:07Z [--] followers, [----] engagements "@julius5207 @EquityBrian JD has no upside besides a bounce in chinas economy lol. Retail commerce really has no other narrative. $pdd is way better but please we can never compare any of those to $baba or $bidu. They are the real leaders of China" [X Link](https://x.com/khawatmiTradez/status/1974669920488264183) 2025-10-05T02:56Z [--] followers, [---] engagements "@EquityBrian @julius5207 No man its the truth lol. Theres a reason why everyone chased $baba and $bidu. I like $jd but its breakout is very limited tbh" [X Link](https://x.com/khawatmiTradez/status/1974673693134692559) 2025-10-05T03:11Z [--] followers, [---] engagements "@BurrageGav63626 @EquityBrian @julius5207 Bro ngl I didnt even know they had AI lol. I just looked it up. Makes sense now but still a laggard to $baba and $bidu" [X Link](https://x.com/khawatmiTradez/status/1974721689415217602) 2025-10-05T06:21Z [--] followers, [---] engagements "@MWM76 @PeloSwing $tsla unveiling a new product on Tuesday. Also subsidies may get reversed lol. I wouldnt be short on $tsla here until after release potentially. Could hit [---] before then" [X Link](https://x.com/khawatmiTradez/status/1975018271176053050) 2025-10-06T02:00Z [--] followers, [--] engagements "@Sino_Market @grok what does this mean" [X Link](https://x.com/khawatmiTradez/status/1975907341209133563) 2025-10-08T12:53Z [--] followers, [---] engagements "@CryptoNobler @grok is this true" [X Link](https://x.com/khawatmiTradez/status/1978862768968102173) 2025-10-16T16:37Z [--] followers, [--] engagements "@rwang07 @grok what does this mean for $mrvl" [X Link](https://x.com/khawatmiTradez/status/1955244801093177750) 2025-08-12T12:27Z [--] followers, [---] engagements "The Robotics industry is projected to grow to 400B by [----]. $Sym is one of the leaders and this is why I rate it a strong buy" [X Link](https://x.com/khawatmiTradez/status/1969470889566581230) 2025-09-20T18:37Z [--] followers, [--] engagements "@ZaStocks $ter and $sym 🚀🚀" [X Link](https://x.com/khawatmiTradez/status/1977904498984079694) 2025-10-14T01:09Z [--] followers, [---] engagements "@byul_finance @grok does this mean trump wont visit China" [X Link](https://x.com/khawatmiTradez/status/1980820657010274728) 2025-10-22T02:17Z [--] followers, [--] engagements "@RealJGBanks $ter" [X Link](https://x.com/khawatmiTradez/status/1982247156833513880) 2025-10-26T00:45Z [--] followers, [---] engagements "@julius5207 Same but watch $gds another big Chinese sleeper. Biggest data center China stock. As AI investments keep pushing in China the need for centers will be insane" [X Link](https://x.com/khawatmiTradez/status/1982660087450857956) 2025-10-27T04:06Z [--] followers, [--] engagements "@julius5207 Completely fine Just wanted to put it out there. So bullish on China man. [----] is going to be crazy for $baba and $bidu 🚀" [X Link](https://x.com/khawatmiTradez/status/1982666885914317275) 2025-10-27T04:33Z [--] followers, [---] engagements "@byul_finance @grok is this bearish for China stocks like $baba and $bidu" [X Link](https://x.com/khawatmiTradez/status/1982988161815892247) 2025-10-28T01:49Z [--] followers, [--] engagements "@rwang07 @grok did this question come up in earnings call today" [X Link](https://x.com/khawatmiTradez/status/1983344431588897227) 2025-10-29T01:25Z [--] followers, [--] engagements "@Cannabis_Cane Hope you sold loll" [X Link](https://x.com/khawatmiTradez/status/1983646186688131206) 2025-10-29T21:24Z [--] followers, [--] engagements "@Cannabis_Cane Shit went ballistic man. Im heavy in $sym and Jensen from nvidia had a lot to say about it. Thats why if was so strong today" [X Link](https://x.com/khawatmiTradez/status/1983694481904767045) 2025-10-30T00:36Z [--] followers, [--] engagements "@lloydjamesross @dyz_ob $baba to the mooonnnn 🚀🚀🚀 lfggggg" [X Link](https://x.com/khawatmiTradez/status/1984461600661663816) 2025-11-01T03:24Z [--] followers, [---] engagements "All time highs on $sym. The leader in warehouse automation and robotics. [---] next year is my target" [X Link](https://x.com/khawatmiTradez/status/1984461788998418886) 2025-11-01T03:25Z [---] followers, [---] engagements "@TheRonnieVShow $ter & $sym best robotics plays. Been in both for [--] months so far" [X Link](https://x.com/khawatmiTradez/status/1985121336021369127) 2025-11-02T23:06Z [--] followers, [---] engagements "@W_B_Rick All these bears fans praying Jordan love doesnt turn out to be good so they can finally stop getting they ass beat by packers 🤣🤣. Bears aint shit" [X Link](https://x.com/khawatmiTradez/status/1985161095238332766) 2025-11-03T01:44Z [--] followers, [----] engagements "@Prof_heist All except $enph LOL. Stock killed me" [X Link](https://x.com/khawatmiTradez/status/1985340446449525012) 2025-11-03T13:37Z [--] followers, [---] engagements "@MMatters22596 $sym $ter. The two best robotic stocks outside of $tsla" [X Link](https://x.com/khawatmiTradez/status/1985548135272177899) 2025-11-04T03:22Z [--] followers, [---] engagements "@adudetrading Same had a bad month man but well get over it. Down like 150k from highs" [X Link](https://x.com/khawatmiTradez/status/1985895804067070148) 2025-11-05T02:23Z [--] followers, [--] engagements "@StockSavvyShay $skyt" [X Link](https://x.com/khawatmiTradez/status/1987326491693031677) 2025-11-09T01:08Z [--] followers, [---] engagements "@financebrolavi @wealthmatica Dumbest take ever. Theres a huge gap between value of US and China stocks. Meanwhile $baba and $bidus ai significantly outperform a lot of US ones. They are a huge steal at these prices this doesnt even include the self driving cars or robotics upside" [X Link](https://x.com/khawatmiTradez/status/1988395585620373765) 2025-11-11T23:57Z [--] followers, [---] engagements "@financebrolavi @wealthmatica Yeah I understand that but flows have been record numbers everyday. HK is the bridge between chinas capital and global markets. Also US analysts are finally getting on board. Not saying all chinese stocks are the strongest because of how the economy isnt the best in China" [X Link](https://x.com/khawatmiTradez/status/1988399371969589269) 2025-11-12T00:12Z [--] followers, [--] engagements "@financebrolavi @wealthmatica But this shows that the ones with significant growth like $baba and $bidu should keep rising" [X Link](https://x.com/khawatmiTradez/status/1988399530765926528) 2025-11-12T00:12Z [--] followers, [---] engagements "@financebrolavi @wealthmatica I think its because people finally realized how overvalued the US equities are. Look at $orcl s debt its insane that Deepseek situation was the realisation plus $baba and $bidu P/E ratios were at 7x at one point LOL" [X Link](https://x.com/khawatmiTradez/status/1988405146221769086) 2025-11-12T00:35Z [--] followers, [---] engagements "@TheFlowGoblin Can you check $baba 160P for 12/05" [X Link](https://x.com/khawatmiTradez/status/1988579481616015851) 2025-11-12T12:07Z [--] followers, [--] engagements "@DupreeDMcCall Id cut man. Coin will probably go back to [---] before a bounce. Also a ton of put sweeps are coming in on it. Btc weak ah rn" [X Link](https://x.com/khawatmiTradez/status/1989063418439934380) 2025-11-13T20:10Z [--] followers, [--] engagements "@ProblemSniper @grok what is this guy talking about" [X Link](https://x.com/khawatmiTradez/status/1989158592331862452) 2025-11-14T02:28Z [--] followers, [---] engagements "@AIStockSavvy @grok who specifically said this" [X Link](https://x.com/khawatmiTradez/status/1989184235895165027) 2025-11-14T04:10Z [--] followers, [---] engagements "@DeItaone Does this impact $skyt @grok" [X Link](https://x.com/khawatmiTradez/status/1989345629727080954) 2025-11-14T14:52Z [--] followers, [---] engagements "@julius5207 They literally said the same thing when they announced $babas ai in the iPhone in China" [X Link](https://x.com/khawatmiTradez/status/1989413812576092190) 2025-11-14T19:23Z [--] followers, [---] engagements "@julius5207 Have a feeling China will retaliate over the weekend unfortunately. Dont be surprised if they target $aapl or $tsla" [X Link](https://x.com/khawatmiTradez/status/1989441776411967794) 2025-11-14T21:14Z [--] followers, [--] engagements "@EquityBrian $baba and $coin" [X Link](https://x.com/khawatmiTradez/status/1989446817617224160) 2025-11-14T21:34Z [--] followers, [---] engagements "@Sino_Market @grok did Japan post this Do they own FT And is this why China is retaliating FT reports a declassified White House memo alleges Alibaba $BABA has been providing tech support and customer data to the Chinese military for operations against US targets including access to IP and payment info and zero day exploits. Alibaba denies the claims. https://t.co/XfXEKgDvHA FT reports a declassified White House memo alleges Alibaba $BABA has been providing tech support and customer data to the Chinese military for operations against US targets including access to IP and payment info and zero" [X Link](https://x.com/khawatmiTradez/status/1989712055591477303) 2025-11-15T15:08Z [--] followers, [----] engagements "@SeaKingOptions He got lucky in $baba and thinks hes the goat now 🤣. Also he missed $bidu lol so he wants to chase" [X Link](https://x.com/khawatmiTradez/status/1989719743918375202) 2025-11-15T15:38Z [--] followers, [---] engagements "@iamnuffin @SeaKingOptions Same heavy af in $baba lmao" [X Link](https://x.com/khawatmiTradez/status/1989719850701164702) 2025-11-15T15:39Z [--] followers, [--] engagements "@Megatron_ron @grok does $baba have any ownership of the company UBTECh" [X Link](https://x.com/khawatmiTradez/status/1989720107061268780) 2025-11-15T15:40Z [--] followers, [--] engagements "@dyz_ob This is investors who want to go after $baba for recouping money. Its bullshit lol" [X Link](https://x.com/khawatmiTradez/status/1990205605248733430) 2025-11-16T23:49Z [--] followers, [---] engagements "@Sino_Market @grok whats the app name on App Store" [X Link](https://x.com/khawatmiTradez/status/1990287462351114279) 2025-11-17T05:14Z [--] followers, [--] engagements "@andy_fitzgerald @MartinMaie80427 @FeroceResearch Lmao you do know $jd has no cloud right Also $baba has an AI app thats similar to ChatGPT. Plus they own a part of Ant group and a robotics company. Please do not ever compare the two. JD is no where near $baba at all lmao" [X Link](https://x.com/khawatmiTradez/status/1990615126563516828) 2025-11-18T02:56Z [--] followers, [---] engagements "@andy_fitzgerald @dyz_ob @MartinMaie80427 @FeroceResearch So why does $BABA deserve a premium Because Alibaba is not just a retailer. It is simultaneously: ✔ The #1 marketplace in China ✔ A major cloud computing provider ✔ A leader in AI models ✔ A strategic investor in fintech (ant)" [X Link](https://x.com/khawatmiTradez/status/1990626787827855866) 2025-11-18T03:43Z [--] followers, [---] engagements "@andy_fitzgerald @dyz_ob @MartinMaie80427 @FeroceResearch ✔ Owner of global e-commerce platforms ✔ And has higher margins than JD JD is: ✔ A fantastic retailer ✔ Very strong logistics operator ❌ But lower margins ❌ No cloud ❌ No AI ❌ No fintech ❌ No major global expansion" [X Link](https://x.com/khawatmiTradez/status/1990626820757078073) 2025-11-18T03:43Z [--] followers, [--] engagements "@andy_fitzgerald @dyz_ob @MartinMaie80427 @FeroceResearch Again there is no comparison between the two. $pdd is compared to $jd. $baba and $bidu are similar" [X Link](https://x.com/khawatmiTradez/status/1990627051066302466) 2025-11-18T03:44Z [--] followers, [---] engagements "@faststocknewss @grok what does this mean for China stocks" [X Link](https://x.com/khawatmiTradez/status/1991244607150030950) 2025-11-19T20:38Z [--] followers, [---] engagements "@eose_bull $bidu er was good but not great. They were expecting updates on the ai chip they were making. Theres def more upside in $baba than $Bidu because of Qwen AI and all of the AI initiatives" [X Link](https://x.com/khawatmiTradez/status/1991343600463147104) 2025-11-20T03:11Z [--] followers, [---] engagements "@Sino_Market @grok when is this meeting taking place" [X Link](https://x.com/khawatmiTradez/status/1992335609042710773) 2025-11-22T20:53Z [--] followers, [--] engagements "@grok @Sino_Market @grok when will the update or next step of trade deal be announced" [X Link](https://x.com/khawatmiTradez/status/1992336109834219881) 2025-11-22T20:55Z [--] followers, [--] engagements "@grok @Sino_Market @grok trump announced something will be done before thanksgiving. Is this accurate" [X Link](https://x.com/khawatmiTradez/status/1992336543923720419) 2025-11-22T20:57Z [--] followers, [--] engagements "@lloydjamesross When is the Ant ipo expected [----] Also the huge bear of the [-----] contracts [-----] puts sold Friday eod" [X Link](https://x.com/khawatmiTradez/status/1992400948610916365) 2025-11-23T01:12Z [--] followers, [---] engagements "@lloydjamesross Also really hope they start charging for Qwenai. No reason OpenAI is valued at 1T with barely any revenue" [X Link](https://x.com/khawatmiTradez/status/1992410288042447327) 2025-11-23T01:50Z [--] followers, [--] engagements "@MWM76 Hopefully man A lot of vix calls got sold on Friday. Once it goes under [--] we should have a decent bounce" [X Link](https://x.com/khawatmiTradez/status/1992440921137557568) 2025-11-23T03:51Z [--] followers, [--] engagements "@dyz_ob Same Finally people are investing in China again LOL" [X Link](https://x.com/khawatmiTradez/status/1992791219718738167) 2025-11-24T03:03Z [--] followers, [--] engagements "@DeItaone @grok doesnt $poet sell photonic chips" [X Link](https://x.com/khawatmiTradez/status/1993009120262430944) 2025-11-24T17:29Z [--] followers, [---] engagements "@openbobplz @Devoted2DET 🤣🤣 you fucking 🤡 . Cant wait till ya miss the playoffs 🌚🌚🌚" [X Link](https://x.com/khawatmiTradez/status/1994212912919883888) 2025-11-28T01:13Z [--] followers, [--] engagements "@TheValueTrade $baba 100% although $bidu is a close second" [X Link](https://x.com/khawatmiTradez/status/1994777126206066761) 2025-11-29T14:35Z [--] followers, [---] engagements "@lloydjamesross Loving the $baba position. I also added $bidu today" [X Link](https://x.com/khawatmiTradez/status/1995735221124153741) 2025-12-02T06:02Z [--] followers, [---] engagements "@TrendSpider Leaving $sym out of this is a crime lol. Theyre the biggest warehouse robotic play" [X Link](https://x.com/khawatmiTradez/status/1996240987509649866) 2025-12-03T15:31Z [--] followers, [---] engagements "@bullmarketbabe With this robotics initiative with the government $sym is no where near topped lol" [X Link](https://x.com/khawatmiTradez/status/1996354224188453063) 2025-12-03T23:01Z [--] followers, [---] engagements "@bullmarketbabe Yeah makes sense. Im super bullish on the stock long term and with what the government announced this rally is just getting started. Also some decent call sweeps came in today. Everyone will be chasing the robotic theme in [----]. $ter and this are the best two besides $tsla" [X Link](https://x.com/khawatmiTradez/status/1996369810079514842) 2025-12-04T00:03Z [--] followers, [--] engagements "@GardinerIsland $gnrc is an AI play now too. They support data centers so its moving in sympathy to $cat" [X Link](https://x.com/khawatmiTradez/status/1996635390376399288) 2025-12-04T17:39Z [---] followers, [--] engagements "@Cyber_Trailer Buying with two hands. Administration announced a robotics initiative and $sym and $ter should benefit significantly in 2026" [X Link](https://x.com/khawatmiTradez/status/1996705239143981266) 2025-12-04T22:16Z [--] followers, [---] engagements "@BookOfEli_NFL Were built for these moments considered Super Bowl favorites 🤡🤡🤡. Since when LOL" [X Link](https://x.com/khawatmiTradez/status/1996795816699412865) 2025-12-05T04:16Z [--] followers, [--] engagements "@Don7Spy You do understand $ter is one of the biggest beneficiaries of the robotics initiative next year lol. Them and $tsla since they own $amzn robotics arm lol. Do your analysis first before saying stupid shit lol" [X Link](https://x.com/khawatmiTradez/status/1996817268093898924) 2025-12-05T05:41Z [--] followers, [---] engagements "@kastadinof @TheLongInvest They dont do data center its Google of China ( search and advertising) + robotaxi & chips" [X Link](https://x.com/khawatmiTradez/status/1997074054155546933) 2025-12-05T22:42Z [--] followers, [--] engagements "@sriper7 @MicroPortfolio @Venu_7_ @spluscollective $RR is terrible lol buy $ter and $sym. Thats it" [X Link](https://x.com/khawatmiTradez/status/1999576706030399510) 2025-12-12T20:26Z [--] followers, [---] engagements "@TrendSpider Thats why $tgt is the better play here" [X Link](https://x.com/khawatmiTradez/status/2002590409210671485) 2025-12-21T04:02Z [--] followers, [---] engagements "@PorterCorwin I like the thesis but its an ai data center play as well. Keep that in mind and will follow suit if $cat moves more" [X Link](https://x.com/khawatmiTradez/status/2003621892738154829) 2025-12-24T00:20Z [--] followers, [--] engagements "@Sino_Market @grok what does this mean" [X Link](https://x.com/khawatmiTradez/status/2004557316054806798) 2025-12-26T14:18Z [--] followers, [---] engagements "@IKE_Packers This team fucking makes me want to stop watching football. Packers are embarrassing" [X Link](https://x.com/khawatmiTradez/status/2005127628588720439) 2025-12-28T04:04Z [--] followers, [---] engagements "@RuthlessKrez23 @Tank94822 @IKE_Packers Ehhh idk man. I hope but I think this seasons a dud. Honestly Im more pissed that we lost like [--] games we shouldve won and Chicago winning the NFC north when we had it" [X Link](https://x.com/khawatmiTradez/status/2005324479308988601) 2025-12-28T17:06Z [--] followers, [--] engagements "@Sino_Market @grok what does this mean for $baba and $bidu" [X Link](https://x.com/khawatmiTradez/status/2005854856699846712) 2025-12-30T04:13Z [--] followers, [---] engagements "$bidu $145 calls 01/16 Holds over [---] today it should keep going" [X Link](https://x.com/khawatmiTradez/status/2006444626744676701) 2025-12-31T19:17Z [--] followers, [--] engagements "$qcom 01/16 [-----] calls CES next week. They have a lot of speakers and can have updates on their AI chips" [X Link](https://x.com/khawatmiTradez/status/2006444853870342438) 2025-12-31T19:18Z [--] followers, [---] engagements "$intc 02/20 $45 calls & 06/20 $50 calls Heavy position here as CES is next week and could have some important updates plus the China news on $nvda today is super bullish. $tsm is the biggest beneficiary but $intc should take some business soon with their foundry buildout" [X Link](https://x.com/khawatmiTradez/status/2006445159962308912) 2025-12-31T19:19Z [--] followers, [---] engagements "@StockSavvyShay Missing $ter here" [X Link](https://x.com/khawatmiTradez/status/2006783138677272949) 2026-01-01T17:42Z [---] followers, [---] engagements "@TravisBiziorek Its crazy because $baba has been dominating with innovation and news. It def has been lagging but I feel there will be a huge move once Trump visits Xi in China. Also $bidu spinoff on Kunlunxin should hopefully tempt $baba to spinoff Antgroup 🙏" [X Link](https://x.com/khawatmiTradez/status/2006941541525499925) 2026-01-02T04:12Z [--] followers, [---] engagements "One of my biggest percentage on weeklies. 🙏🙏 put it on X for people to follow too. $bidu looked amazing in every timeframe. China is still undervalued and I have a heavy position in $baba and $bidu" [X Link](https://x.com/khawatmiTradez/status/2007298286127038741) 2026-01-03T03:49Z [---] followers, [----] engagements "@BabaNeal007 $baba next 🙏🚀" [X Link](https://x.com/khawatmiTradez/status/2007300517912068212) 2026-01-03T03:58Z [--] followers, [--] engagements "Forgot to alert this yesterday but new positions: $bidu [---] 01/16 (lottos) $sym $70 01/16 CES play $smci $35 02/2 swinging this into ER $nio $7 06/20 $gds $50 06/20 AI Data center China play Feel free to message me or comment about my thesis on entering these" [X Link](https://x.com/khawatmiTradez/status/2007538304061751798) 2026-01-03T19:43Z [---] followers, [---] engagements "@SevenParr $baba big move next. Similar pattern" [X Link](https://x.com/khawatmiTradez/status/2007549463385268574) 2026-01-03T20:27Z [--] followers, [--] engagements "#CES2026 is next week and there are some huge innovation and updates from some of the biggest companies. For many that dont know CES focuses on all innovation (robotics AI consumer etc.) Stocks like $intc $nvda $amd $qcom $cat will have huge updates" [X Link](https://x.com/khawatmiTradez/status/2007557465341366495) 2026-01-03T20:59Z [---] followers, [---] engagements "@SevenParr Ok perfect Yeah Im a few China plays right now but my most bullish ones are $bidu and $baba. $gds is looking very good too" [X Link](https://x.com/khawatmiTradez/status/2007575362012930252) 2026-01-03T22:10Z [---] followers, [---] engagements "All working. $intc huge move up. $qcom confirmed working on huge robotics initiative" [X Link](https://x.com/khawatmiTradez/status/2008202097226080636) 2026-01-05T15:41Z [---] followers, [---] engagements "$qcom 02/20 & 06/20 [---] & [---] calls Robotics chips AI chips $qcom does it all and is severely undervalued here" [X Link](https://x.com/khawatmiTradez/status/2008209603839066348) 2026-01-05T16:10Z [---] followers, [---] engagements "$baba & $bidu will have an insane explosive move the upside. Both stocks are incredibly undervalued here. $baba leader in China AI Ecommerce and cloud with insane growth $bidu autonomous cars cloud and the google of China. In $baba [---] 06/20 calls $bidu [---] 07/17 calls" [X Link](https://x.com/khawatmiTradez/status/2008228282458894576) 2026-01-05T17:25Z [---] followers, [---] engagements "Target is $baba [---] $bidu 220" [X Link](https://x.com/khawatmiTradez/status/2008231746467250194) 2026-01-05T17:38Z [---] followers, [---] engagements "-14x P/E average in the industry is 25x+ -Update soon on AI chip by mid [----]. My guess is March or later. This is a huge P/E jump when they announce more details on this" [X Link](https://x.com/khawatmiTradez/status/2008369910074819053) 2026-01-06T02:47Z [---] followers, [--] engagements "$qcom up over 100% congrats to whoever took it w me" [X Link](https://x.com/khawatmiTradez/status/2008554140855574608) 2026-01-06T14:59Z [---] followers, [---] engagements "$intc insane move from CES. Went heavy and still think it goes to $50 soon" [X Link](https://x.com/khawatmiTradez/status/2008918453692908016) 2026-01-07T15:07Z [---] followers, [----] engagements "@AIStockSavvy @grok what does this mean" [X Link](https://x.com/khawatmiTradez/status/2008927654456549630) 2026-01-07T15:44Z [---] followers, [--] engagements "@julius5207 Yeah I have shares of $axti I will add $gds shares soon too. China has been hard to trade recently especially $baba" [X Link](https://x.com/khawatmiTradez/status/2008936022600483103) 2026-01-07T16:17Z [---] followers, [---] engagements "@sincitycapital Friday honestly will determine everything for the next month on the market. Tariff ruling. You got $arm stock at 15$ Sheesh how Lmao" [X Link](https://x.com/khawatmiTradez/status/2009088443939475528) 2026-01-08T02:23Z [---] followers, [---] engagements "@sincitycapital $arm and $aapl getting destroyed" [X Link](https://x.com/khawatmiTradez/status/2009280181895135338) 2026-01-08T15:05Z [---] followers, [---] engagements "@sincitycapital Yeah Im still holding bro. Added leaps in $qcom too" [X Link](https://x.com/khawatmiTradez/status/2009358949427106288) 2026-01-08T20:18Z [---] followers, [--] engagements "$aaple [---] 01/16 calls. Bounced off big level [---] could have a strong oversold bounce" [X Link](https://x.com/khawatmiTradez/status/2009367676963930172) 2026-01-08T20:52Z [---] followers, [--] engagements "@MomoEdgeAI Lmao oversold bounce bruhhhh" [X Link](https://x.com/khawatmiTradez/status/2009369030759526681) 2026-01-08T20:58Z [---] followers, [--] engagements "@MomoEdgeAI $qcom to the moon 🚀" [X Link](https://x.com/khawatmiTradez/status/2009472070065996018) 2026-01-09T03:47Z [---] followers, [--] engagements "@Qcomispain @Mizuho Also not including any robotics or ai upside. These analysts are fucking garbage" [X Link](https://x.com/khawatmiTradez/status/2009643611218964692) 2026-01-09T15:09Z [---] followers, [--] engagements "Best Long Ideas for 2026: $qcom 06/20 [---] calls $gnrc 06/20 [---] calls $baba 07/19 [---] calls $bidu 06/20 [---] calls $gds 06/20 [--] calls Thesis will be broken down for $gnrc and $gds shortly. I already posted the others so feel free to review. Also in $ba $ter & $sym" [X Link](https://x.com/khawatmiTradez/status/2009730415775351071) 2026-01-09T20:54Z [---] followers, [---] engagements "Currently up 200% on $BA leaps 300% on $ter leaps 200% on $sym leaps" [X Link](https://x.com/khawatmiTradez/status/2009826761895301164) 2026-01-10T03:16Z [---] followers, [---] engagements "$syna 06/18 $100 calls One of the most undervalued chip stocks now. 15PE & 1B sales on 3B MC. Can get rerated quick" [X Link](https://x.com/khawatmiTradez/status/2010792213928952265) 2026-01-12T19:13Z [---] followers, [---] engagements "China leading today. $baba 120% on leaps and $bidu 150% on leaps. I gave it first peeps. This China rally just getting started lol" [X Link](https://x.com/khawatmiTradez/status/2010858000643194933) 2026-01-12T23:34Z [---] followers, [---] engagements "Almost 400% on $ba leaps now. Target $300" [X Link](https://x.com/khawatmiTradez/status/2011186943544139838) 2026-01-13T21:21Z [---] followers, [--] engagements "$enph: could be a data center power play. Enphase IQ9 Commercial data center power backbone Yes for: Commercial solar feeding data center campuses Sustainability + cost offset Edge / hybrid deployments" [X Link](https://x.com/khawatmiTradez/status/2011194398072349061) 2026-01-13T21:51Z [---] followers, [---] engagements "@TheProfInvestor Always with China lol" [X Link](https://x.com/khawatmiTradez/status/2011208823802118255) 2026-01-13T22:48Z [---] followers, [--] engagements "@IsolatedAL Read my thesis above. I have a feeling theyll get into data centers too. Also they do about 1.3B in revenue with a 5B mc. I think its a double-triple from here so thats why Im timing June calls. Needs to break [--] for the breakout to happen" [X Link](https://x.com/khawatmiTradez/status/2011521013675409620) 2026-01-14T19:29Z [---] followers, [--] engagements "@IsolatedAL I use a lot of stuff man. Optionflow x to research new stocks to trade ChatGPT to find some interesting stocks in growing sectors and find the best trends of stocks people are investing in. I hardly invest in big tech Im all about growth stocks with good upside" [X Link](https://x.com/khawatmiTradez/status/2011651106536112368) 2026-01-15T04:06Z [---] followers, [--] engagements "@dyz_ob Seriously dude. Valuation on $baba still makes no sense. Should easily be $200-$250+" [X Link](https://x.com/khawatmiTradez/status/2011784774092734554) 2026-01-15T12:57Z [---] followers, [---] engagements "OpenAI announced a robotics initiative for US based manufacturers. $ter and $sym should be a huge push for that. The two top robotics. I have 05/17 80$ and 01/27 80$ calls" [X Link](https://x.com/khawatmiTradez/status/2011834688223039524) 2026-01-15T16:15Z [---] followers, [--] engagements "$mrna new swing: huge volume and finally broke out of base. $50 06/18 calls 13M sweep on $40 06/18 calls" [X Link](https://x.com/khawatmiTradez/status/2011865505527971923) 2026-01-15T18:18Z [---] followers, [---] engagements "Heres my thesis with $bidu. Kunluxin (Bidu chip arm) will potentially IPO at $20 billion+ market cap. $Bidu (45B MC) owns 60% of this company. I think it will easily catapult to $ 220+ I honestly think we will see $300+ This spin off is massive for $bidu" [X Link](https://x.com/khawatmiTradez/status/2011946245506429284) 2026-01-15T23:38Z [---] followers, [---] engagements "$300+ is my long term target and I see this and $baba as the best plays of 2026" [X Link](https://x.com/khawatmiTradez/status/2011946332194218159) 2026-01-15T23:39Z [---] followers, [---] engagements "@GaryHadida Yeah Dude I wish theyd ipo quicker lol" [X Link](https://x.com/khawatmiTradez/status/2012164765473218741) 2026-01-16T14:07Z [---] followers, [--] engagements "$alab chart looks incredible. Bought some swings here. Will post thesis later. 04/17 [---] calls will hold into er" [X Link](https://x.com/khawatmiTradez/status/2012258357919248760) 2026-01-16T20:19Z [---] followers, [---] engagements "$rmbs The sleeper memory play. While everyone is chasing $MU & $sndk rightfully so since theyre the leaders in the space. $rmbs is valued at 12B with huge upside for the memory bottleneck. Swing: 05/15 [---] calls" [X Link](https://x.com/khawatmiTradez/status/2013705504904626386) 2026-01-20T20:09Z [---] followers, [---] engagements "@SidRelder Already up 200% on leaps on $rmbs 🥰" [X Link](https://x.com/khawatmiTradez/status/2014100243441201242) 2026-01-21T22:18Z [---] followers, [--] engagements "$intc Update on these. Rolled some out but so far insane returns" [X Link](https://x.com/anyuser/status/2014151653717393765) 2026-01-22T01:42Z [----] followers, [----] engagements "$bidu [---] & $baba [---] now. China moves are strong" [X Link](https://x.com/khawatmiTradez/status/2014293005662855462) 2026-01-22T11:04Z [---] followers, [---] engagements "Forgot to add these: $intc 1200% pinned on my page $skyt leaps & shares: 300% on cons & 100% on shares $enph leaps: B/E $vpg leaps: B/E" [X Link](https://x.com/khawatmiTradez/status/2014295727434825837) 2026-01-22T11:14Z [---] followers, [---] engagements "$baba 200% now $enph 60% now" [X Link](https://x.com/khawatmiTradez/status/2014369391551328756) 2026-01-22T16:07Z [---] followers, [---] engagements "@julius5207 Great start to this bull run on $gds" [X Link](https://x.com/khawatmiTradez/status/2009454493780631581) 2026-01-09T02:37Z [---] followers, [--] engagements "@StockSavvyShay @FuturumEquities $ter lol" [X Link](https://x.com/khawatmiTradez/status/2012398715156234407) 2026-01-17T05:36Z [---] followers, [--] engagements "@TheProfInvestor Robotics not quantum lol. Quantum already rocketed. $ter $sym $tsla $ isrg next" [X Link](https://x.com/khawatmiTradez/status/2012709558184038421) 2026-01-18T02:12Z [---] followers, [---] engagements "Im doing this to show leaps can make you a lot of money but people fail to realize this. Money isnt in short term trending. If you have any questions or wanna follow me on my journey feel free to add me. $baba $bidu $rmbs" [X Link](https://x.com/khawatmiTradez/status/2014294216516551036) 2026-01-22T11:08Z [---] followers, [---] engagements "25% on leaps so far" [X Link](https://x.com/khawatmiTradez/status/2014358088141210075) 2026-01-22T15:22Z [---] followers, [---] engagements "$bidu [-----] lottos [--] cons China might have a big gap up tonight" [X Link](https://x.com/khawatmiTradez/status/2015850788715671705) 2026-01-26T18:14Z [---] followers, [---] engagements "@jts2455 Some data coming out from China. Lunar new year is next week and Chinese stocks usually run into the event and after. On average a 2-3% gain. $kweb and $fxi should benefit which have the biggest $baba and $bidu exposure" [X Link](https://x.com/khawatmiTradez/status/2015853172275716520) 2026-01-26T18:23Z [---] followers, [---] engagements "$mrna leaps forgot to add for June (closed at 200% gain)" [X Link](https://x.com/khawatmiTradez/status/2016291101674504483) 2026-01-27T23:23Z [---] followers, [---] engagements "@MasterDayTradin Yeah man. Im all in the $baba and $bidu train rn haha" [X Link](https://x.com/khawatmiTradez/status/2016368514102092027) 2026-01-28T04:31Z [---] followers, [---] engagements "@elhnad2two $qcom down 60% on leaps :/ thats been my bad one lol" [X Link](https://x.com/khawatmiTradez/status/2016627545605595474) 2026-01-28T21:40Z [---] followers, [--] engagements "As we said $tsla reiterated what we all expected. Optimus buildout asap. $vpg will explode in the second half of the year with this news" [X Link](https://x.com/khawatmiTradez/status/2016654619221348731) 2026-01-28T23:28Z [---] followers, [---] engagements "@dyz_ob @BrianTycangco Insanely shorted its crazy. $baba should be 200+ by now" [X Link](https://x.com/khawatmiTradez/status/2016848707774251509) 2026-01-29T12:19Z [---] followers, [---] engagements "@dyz_ob Rerate asap Im so excited for ER" [X Link](https://x.com/khawatmiTradez/status/2016853403603796259) 2026-01-29T12:38Z [---] followers, [--] engagements "@MomoEdgeAI No one was bearish on this btc crash besides you and it worked. Bought some $ibit puts and $MSTR puts based on your thesis and made bank" [X Link](https://x.com/khawatmiTradez/status/2017072921747829142) 2026-01-30T03:10Z [---] followers, [---] engagements "First bearish person I seen on $btc and the dump played out nicely. $BTC - Oracle has begun systematically shorting $Bitcoin in a tiered format with a cap at $102k. #Trading #Crypto #TheOracle https://t.co/x2a8pUgcEz $BTC - Oracle has begun systematically shorting $Bitcoin in a tiered format with a cap at $102k. #Trading #Crypto #TheOracle https://t.co/x2a8pUgcEz" [X Link](https://x.com/khawatmiTradez/status/2017073067650846999) 2026-01-30T03:11Z [---] followers, [---] engagements "@MWM76 You should short $BMNR too. That scam is just as bad as $MSTR lol" [X Link](https://x.com/khawatmiTradez/status/2017211600466256267) 2026-01-30T12:21Z [---] followers, [---] engagements "$gnrc- the Sleeper AI data center generator giant. Valued today at 17X P/E. -This includes no upside for AI data center revenue yet and thats where I see the huge upside. -$cat is the only competitor taking the biggest market share" [X Link](https://x.com/khawatmiTradez/status/2009825791669088762) 2026-01-10T03:13Z [----] followers, [---] engagements "New positions today: $enph [--] 06/18 (solar should get a huge bid up in the summer+ S/I is insane on this stock. Could rally really hard) $pstg [---] 02/20 & 03/18 (purely an AI storage play and the amount of call flow on it is insane" [X Link](https://x.com/khawatmiTradez/status/2011186758168215639) 2026-01-13T21:21Z [---] followers, [---] engagements "$sitm the hardware and timing solutions being used in data centers. They own 90% of the market share. 9B MC very big upside with data center scale outs. Swing: 02/20 $500 calls 03/20 $500 calls 05/15 $500 calls Got [--] of each. My goal is to roll them out" [X Link](https://x.com/khawatmiTradez/status/2012223665341915395) 2026-01-16T18:01Z [---] followers, [----] engagements "@Gar_Fitz1 I added the 01/30s too. I like it. Lets crush it bro. Look at $sitm too premiums are insane but its worth it" [X Link](https://x.com/khawatmiTradez/status/2012261203112833065) 2026-01-16T20:30Z [---] followers, [--] engagements "$gnrc Was 100% but rolled some out. Either way big flow came in today on the 185s for 03/20 1.2M. Think this move is just getting started" [X Link](https://x.com/khawatmiTradez/status/2012274636235395553) 2026-01-16T21:23Z [----] followers, [---] engagements "New swing: $vpg the partner to $tsla Optimus. Huge upside at 600M mc. Once we get any updates with Optimus it can ramp up hard. 11/20 $60 calls starter" [X Link](https://x.com/khawatmiTradez/status/2014012018450190636) 2026-01-21T16:27Z [---] followers, 10.3K engagements "@SJCapitalInvest Same man. I was expecting $skyt to be one of my longest holding investments but the CEO screwed us. Really disappointed hes fine with getting no premium for the stock" [X Link](https://x.com/khawatmiTradez/status/2015946008828444898) 2026-01-27T00:32Z [---] followers, [---] engagements "New swing: $tgt 03/20 [---] calls $tgt the retailer that has been voted out for so long has some big upside. New CEO starts 02/01 and has some big changes. I expect a splash on Q1 ER report" [X Link](https://x.com/khawatmiTradez/status/2016251540965601686) 2026-01-27T20:46Z [---] followers, [---] engagements "Portfolio Performance Highlights $BABA LEAPS: +120% $BIDU LEAPS: +130% $GNRC LEAPS: +190% $RMBS LEAPS: +200% $SITM LEAPS: B/E $TER LEAPS: +300%+ $BA LEAPS: +400% $SYM LEAPS: +60% $ARM 2/20 calls: +120% $GDS LEAPS: +150% $SYNA LEAPS: +120%" [X Link](https://x.com/khawatmiTradez/status/2016284226648195475) 2026-01-27T22:56Z [----] followers, [---] engagements "$ENPH LEAPS: +100% $ALAB LEAPS: B/E $TGT 3/20 calls: B/E $AAPL LEAPS (9/18 [---] & 1/27 300): +70% $VPG LEAPS: B/E $INTC: +1200% (CLOSED) $SKYT: +300% LEAPS / +100% shares (CLOSED) China + Robotics still leading. Capital rotated not sidelined" [X Link](https://x.com/khawatmiTradez/status/2016284675400998963) 2026-01-27T22:58Z [---] followers, [---] engagements "YTD so far from most of the new leaps I took on plus China exploding. $baba $bidu $ter $alab" [X Link](https://x.com/khawatmiTradez/status/2016290974578737342) 2026-01-27T23:23Z [---] followers, [----] engagements "Update on $rmbs. I still think the upside is much bigger. 13B MC in the memory market where $MU & $sndk are killing it. Excited for ER here" [X Link](https://x.com/khawatmiTradez/status/2016608908219908469) 2026-01-28T20:26Z [---] followers, [----] engagements "$ibm lottos crushed it for er. Called it in the discord with @TheOwlsCapital [---] calls for 02/06 will print next week. Join usss. Link in my other tweet below" [X Link](https://x.com/khawatmiTradez/status/2016627883632923070) 2026-01-28T21:42Z [---] followers, 21.7K engagements "@dyz_ob @BrianTycangco 100% bro Also the chart is insanely bullish. Idt Ive ever seen a stock bullish on every time frame like this. China stocks will explode soon and $baba will lead the way. I think we may need a couple weeks but $baba $bidu & $gds will significantly have a push" [X Link](https://x.com/khawatmiTradez/status/2016849957504819312) 2026-01-29T12:24Z [---] followers, [---] engagements "@zephyr_z9 @grok based on this post would $sitm be supportive for this" [X Link](https://x.com/khawatmiTradez/status/2017215013170098439) 2026-01-30T12:35Z [---] followers, [---] engagements "$tgt leaps working. Up 20% Also added more $alab (down 30% on them) added 02/20 $200 calls" [X Link](https://x.com/khawatmiTradez/status/2017266964926771271) 2026-01-30T16:01Z [---] followers, [----] engagements "@Amgadishak1 $tgt [---] its a hedge in case market dumps and $alab $250 plus as long market rallies. Next week is a big week for AI stocks then Nvda er towards the eom" [X Link](https://x.com/khawatmiTradez/status/2017747239737663534) 2026-01-31T23:50Z [----] followers, [---] engagements "@Amgadishak1 No one knew were gonna dump that much Friday LOL btw I dont know if you follow option flow but these bulls are still in for March. 2.3M theyre currently down like 20%" [X Link](https://x.com/khawatmiTradez/status/2017758959772340582) 2026-02-01T00:36Z [---] followers, [--] engagements "@Amgadishak1 $400 I went very light. I have more money in April calls" [X Link](https://x.com/khawatmiTradez/status/2017760462822105425) 2026-02-01T00:42Z [---] followers, [--] engagements "Markets looking good. Bounced strong and $spy reclaimed [---] & $qqq [---]. Big week for AI stocks. $ter $rmbs $qcom & $sitm are my main focus this week" [X Link](https://x.com/khawatmiTradez/status/2018347000660447269) 2026-02-02T15:33Z [---] followers, [---] engagements "$tgt up 50% $alab reclaimed 150" [X Link](https://x.com/khawatmiTradez/status/2018360034632032313) 2026-02-02T16:25Z [---] followers, [---] engagements "I cut half at 100% still holding [--] cons for 06/20. Good R/R into er today. Good luck to everyone $enph $enph: could be a data center power play. Enphase IQ9 Commercial data center power backbone Yes for: Commercial solar feeding data center campuses Sustainability + cost offset Edge / hybrid deployments https://t.co/BZGrt5fIhD $enph: could be a data center power play. Enphase IQ9 Commercial data center power backbone Yes for: Commercial solar feeding data center campuses Sustainability + cost offset Edge / hybrid deployments https://t.co/BZGrt5fIhD" [X Link](https://x.com/khawatmiTradez/status/2018716776758947906) 2026-02-03T16:02Z [---] followers, [---] engagements "@dyz_ob @EquityBrian Im so excited for er 🙏 Also can wait for agentic commerce to be the next Ai pump. $baba should benefit massively" [X Link](https://x.com/khawatmiTradez/status/2018905295536185627) 2026-02-04T04:31Z [---] followers, [---] engagements "Phenomenal beat 🙏 $sitm $sitm the hardware and timing solutions being used in data centers. They own 90% of the market share. 9B MC very big upside with data center scale outs. Swing: 02/20 $500 calls 03/20 $500 calls 05/15 $500 calls Got [--] of each. My goal is to roll them out. $sitm the hardware and timing solutions being used in data centers. They own 90% of the market share. 9B MC very big upside with data center scale outs. Swing: 02/20 $500 calls 03/20 $500 calls 05/15 $500 calls Got [--] of each. My goal is to roll them out" [X Link](https://x.com/khawatmiTradez/status/2019159198458896504) 2026-02-04T21:20Z [---] followers, [----] engagements "@WSB19_ I dont like the crypto exposure tbh. But could have some decent news with the MSFT data center news not long ago. $GLXY dumped after er and this might do the same. If it was [--] Id take the shot but dont like it here but its your call" [X Link](https://x.com/khawatmiTradez/status/2019262683623862689) 2026-02-05T04:11Z [---] followers, [---] engagements "Capex is insane on big tech and $aapl has the most cash and is not overspending on AI. China stocks have very low P/E ratios and US investors will look at this as an opportunity. $baba $bidu & $gds will benefit. Trump will visit XI in China in April which will be huge" [X Link](https://x.com/khawatmiTradez/status/2019554680607514963) 2026-02-05T23:32Z [---] followers, [--] engagements "Capex is insane on big tech and $aapl has the most cash and is not overspending on AI. China stocks have very low P/E ratios and US investors will look at this as an opportunity. $baba $bidu & $gds will benefit. Trump will visit XI in China in April which will be huge" [X Link](https://x.com/khawatmiTradez/status/2019555041808650277) 2026-02-05T23:33Z [---] followers, [--] engagements "@Gar_Fitz1 Lmaoooo I know I had to fix it but I think they will but were in market conditions where investors want the ROI right away. So they want capex to finish or get lowered and scalability to be in play. If Amazon significantly beat er and guidance then thats another thing" [X Link](https://x.com/khawatmiTradez/status/2019557414144733626) 2026-02-05T23:43Z [---] followers, [--] engagements "@Gar_Fitz1 Also $amzn has significantly laid off a lot of employees. Shocking that more profitability was there but seems like the offset was the capex spending" [X Link](https://x.com/khawatmiTradez/status/2019557622681334171) 2026-02-05T23:43Z [---] followers, [--] engagements "Due to market conditions. I revised these calls. Got closer itm. $amzn significantly increased capex and $alab will be the biggest beneficiary of it 02/20 $175 04/17 $200 & $230 $alab chart looks incredible. Bought some swings here. Will post thesis later. 04/17 [---] calls will hold into er $alab chart looks incredible. Bought some swings here. Will post thesis later. 04/17 [---] calls will hold into er" [X Link](https://x.com/khawatmiTradez/status/2019796900749205798) 2026-02-06T15:34Z [---] followers, [----] engagements "$qqq invalidated. Very good for bulls. Added more $baba and $bidu today 30% of my portfolio is in $baba $bidu and $gds. 10% in $QQQ march puts. 30% of my portfolio is in $baba $bidu and $gds. 10% in $QQQ march puts" [X Link](https://x.com/khawatmiTradez/status/2019831576616706477) 2026-02-06T17:52Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@khawatmiTradez khawatmiTradezzkhawatmiTradezz posts on X about $baba, $bidu, ai, china the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks finance technology brands countries automotive brands cryptocurrencies products nfl exchanges events
Social topic influence $baba #105, $bidu #28, ai, china, baba #2634, stocks, $ter #30, $gds #8, $sym, $tsla #429
Top accounts mentioned or mentioned by @grok @dyzob @sinomarket @julius5207 @equitybrian @byulfinance @amgadishak1 @stocksavvyshay @sevenparr @lloydjamesross @financebrolavi @wealthmatica @andyfitzgerald @martinmaie80427 @feroceresearch @kiantrades @john421000 @deitaone @mwm76 @sincitycapital
Top assets mentioned Alibaba Group (BABA) Teradyne, Inc. (TER) Symbotic Inc. Class A Common Stock (SYM) Tesla, Inc. (TSLA) Apple, Inc. (AAPL) QUALCOMM, Inc. (QCOM) Intel Corporation (INTC) Astera Labs, Inc. (ALAB) Generac Holdings Inc. (GNRC) CatCoin (CAT) Amazon.com, Inc. (AMZN) Enphase Energy Inc (ENPH) Target Corporation (TGT) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Rambus Inc (RMBS) SiTime Corporation Common Stock (SITM) Synopsys, Inc. (SNPS) Marvell Technology Inc (MRVL) SkyWater Technology, Inc. (SKYT) Oracle Corporation (ORCL) Advanced Micro Devices (AMD) Boeing Co (BA) Arm Holdings plc (ARM) Synaptics Inc (SYNA) SPX6900 (SPX) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Super Micro Computer, Inc. Common Stock (SMCI) Moderna Inc (MRNA) Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Strategy (MSTR) SPDR S&P [---] ETF Trust (SPY) ACM Research, Inc. Class A Common Stock (ACMR) Rubrik, Inc. (RBRK) Goldman Sachs (GS) OpenServ (SERV)
Top posts by engagements in the last [--] hours
"@zarieinvests I got $baba $bidu & $gds"
X Link 2025-08-02T15:25Z [--] followers, [--] engagements
"@StockSavvyShay @grok is this bad for $mrvl"
X Link 2025-08-18T20:33Z [--] followers, [---] engagements
"@Financelot33 Jd is a boring retail stock lol. No one wants it compared to $bidu & $baba with their AI scaling"
X Link 2025-08-20T12:04Z [--] followers, [---] engagements
"@DeItaone @grok is this bullish for China stocks like $baba $bidu & $gds"
X Link 2025-08-20T13:17Z [--] followers, [---] engagements
"@SevenParr Whatre you seeing on $mrvl Im heavy on it"
X Link 2025-08-25T01:21Z [--] followers, [---] engagements
"@ZaStocks What about $mrvl"
X Link 2025-08-27T13:10Z [--] followers, [---] engagements
"@grok @Bubblebathgirl @grok was the shooter Jewish"
X Link 2025-08-28T09:17Z [--] followers, [---] engagements
"@byul_finance @grok what does this mean Is this good for $baba"
X Link 2025-08-29T01:21Z [--] followers, [---] engagements
"@julius5207 Are you in $bidu too Or just $baba"
X Link 2025-08-31T13:59Z [--] followers, [---] engagements
"@julius5207 Love it man Im in both $baba and $bidu. Lets make some money the next couple weeks 🚀"
X Link 2025-08-31T14:12Z [--] followers, [--] engagements
"@byul_finance @grok what does this mean"
X Link 2025-09-01T15:57Z [--] followers, [--] engagements
"@grok @byul_finance @grok will it impact me if I bought my house [--] months ago"
X Link 2025-09-01T16:20Z [--] followers, [--] engagements
"China is about do something incredible eoy. $bidu [---] target end of year $baba [---] target end of year $baba with AI acceleration and cloud growth can see huge upside going into next year. $bidu driverless cars partnership with Lyft and AI growing over 30% should move quick"
X Link 2025-09-07T15:30Z [--] followers, [--] engagements
"@vnkumarvnk $rbrk is one to watch"
X Link 2025-09-07T16:30Z [--] followers, [---] engagements
"$baba target already hit and bidu. $baba [---] target now; [---] potentially $bidu [---] target"
X Link 2025-09-13T03:48Z [--] followers, [---] engagements
"@SevenParr I got crushed on ER on $mrvl 🤣"
X Link 2025-09-18T19:58Z [--] followers, [---] engagements
"@traderhc lol literally no thesis behind this. Were due for a pullback but it wont be a huge pullback. Also my hedge is China stocks anyways. $baba and $bidu have been strong"
X Link 2025-09-18T21:22Z [--] followers, [----] engagements
"@18g_Trading @traderhc Yeah $baba and $bidu are selling off but all depends on news tomorrow when trump and xi connect. Can solidify more of a China rally but flow on China has been far stronger for bulls than bears"
X Link 2025-09-18T22:06Z [--] followers, [---] engagements
"$sym (Symbotic): The next ticker to 3x. My bullish thesis is listed below: Symbotic is well-positioned in a high-growth secular market (automation + AI in logistics) with labor pressure e-commerce tailwinds and aging / inefficient supply chains. -Huge backlog of 22B"
X Link 2025-09-20T18:35Z [--] followers, [--] engagements
"@Sino_Market @grok how bullish is this for $baba and $bidu"
X Link 2025-09-22T01:48Z [--] followers, [---] engagements
"@grok @Sino_Market What does this mean @grok China Central Bank Likely in No Hurry to Ease Monetary Policy: Goldman Sachs The PBOC is likely in no hurry to ease monetary policy Goldman Sachs's economics research team says citing Gov. Pan Gongsheng's remarks at a joint media briefing with major financial regulators on https://t.co/CunTWSJPRU China Central Bank Likely in No Hurry to Ease Monetary Policy: Goldman Sachs The PBOC is likely in no hurry to ease monetary policy Goldman Sachs's economics research team says citing Gov. Pan Gongsheng's remarks at a joint media briefing with major"
X Link 2025-09-23T02:00Z [--] followers, [--] engagements
"@grok @Sino_Market Does this mean no stimulus @grok"
X Link 2025-09-23T02:01Z [--] followers, [--] engagements
"@Sino_Market @grok this looks bearish as it weighs out stimulus. Is this true"
X Link 2025-09-23T03:32Z [--] followers, [---] engagements
"@NobleInvesting 100% man This news is so bullish China is going to come out with a huge push and stimulus on AI and $baba will be the leader followed by $bidu. Its like buying $nvda and $msft at early stages Alibaba Advances 380B AI Infrastructure Alibaba Clouds [----] Energy Use 10x [----] for ASI Era Alibaba is actively promoting the construction of [---] billion AI infrastructure and plans to invest more. In order to welcome the arrival of the ASI era compared with [----] the first https://t.co/5G1gT7WNsy Alibaba Advances 380B AI Infrastructure Alibaba Clouds [----] Energy Use 10x [----] for ASI Era"
X Link 2025-09-24T03:45Z [--] followers, [---] engagements
"@byul_finance @grok can you share highlights and an overview"
X Link 2025-09-28T02:16Z [--] followers, [--] engagements
"@byul_finance @grok does this mean theyll cut rates"
X Link 2025-09-29T04:33Z [--] followers, [--] engagements
"@nataninvesting Robotic stocks. $ter and $sym. I trimmed some baba and bidu and bought those"
X Link 2025-09-30T13:29Z [--] followers, [---] engagements
"@ncbtrades I literally have the same ones except $serv"
X Link 2025-10-02T03:36Z [--] followers, [--] engagements
"@Jake__Wujastyk lol theres a huge difference between $baba and $bidu. AI self driving cars etc. jd is a laggard because it is reliant on the Chinese economy since its only an Ecom play. Jd will go up but no where near the way the other two moved"
X Link 2025-10-04T17:07Z [--] followers, [----] engagements
"@julius5207 @EquityBrian JD has no upside besides a bounce in chinas economy lol. Retail commerce really has no other narrative. $pdd is way better but please we can never compare any of those to $baba or $bidu. They are the real leaders of China"
X Link 2025-10-05T02:56Z [--] followers, [---] engagements
"@EquityBrian @julius5207 No man its the truth lol. Theres a reason why everyone chased $baba and $bidu. I like $jd but its breakout is very limited tbh"
X Link 2025-10-05T03:11Z [--] followers, [---] engagements
"@BurrageGav63626 @EquityBrian @julius5207 Bro ngl I didnt even know they had AI lol. I just looked it up. Makes sense now but still a laggard to $baba and $bidu"
X Link 2025-10-05T06:21Z [--] followers, [---] engagements
"@MWM76 @PeloSwing $tsla unveiling a new product on Tuesday. Also subsidies may get reversed lol. I wouldnt be short on $tsla here until after release potentially. Could hit [---] before then"
X Link 2025-10-06T02:00Z [--] followers, [--] engagements
"@Sino_Market @grok what does this mean"
X Link 2025-10-08T12:53Z [--] followers, [---] engagements
"@CryptoNobler @grok is this true"
X Link 2025-10-16T16:37Z [--] followers, [--] engagements
"@rwang07 @grok what does this mean for $mrvl"
X Link 2025-08-12T12:27Z [--] followers, [---] engagements
"The Robotics industry is projected to grow to 400B by [----]. $Sym is one of the leaders and this is why I rate it a strong buy"
X Link 2025-09-20T18:37Z [--] followers, [--] engagements
"@ZaStocks $ter and $sym 🚀🚀"
X Link 2025-10-14T01:09Z [--] followers, [---] engagements
"@byul_finance @grok does this mean trump wont visit China"
X Link 2025-10-22T02:17Z [--] followers, [--] engagements
"@RealJGBanks $ter"
X Link 2025-10-26T00:45Z [--] followers, [---] engagements
"@julius5207 Same but watch $gds another big Chinese sleeper. Biggest data center China stock. As AI investments keep pushing in China the need for centers will be insane"
X Link 2025-10-27T04:06Z [--] followers, [--] engagements
"@julius5207 Completely fine Just wanted to put it out there. So bullish on China man. [----] is going to be crazy for $baba and $bidu 🚀"
X Link 2025-10-27T04:33Z [--] followers, [---] engagements
"@byul_finance @grok is this bearish for China stocks like $baba and $bidu"
X Link 2025-10-28T01:49Z [--] followers, [--] engagements
"@rwang07 @grok did this question come up in earnings call today"
X Link 2025-10-29T01:25Z [--] followers, [--] engagements
"@Cannabis_Cane Hope you sold loll"
X Link 2025-10-29T21:24Z [--] followers, [--] engagements
"@Cannabis_Cane Shit went ballistic man. Im heavy in $sym and Jensen from nvidia had a lot to say about it. Thats why if was so strong today"
X Link 2025-10-30T00:36Z [--] followers, [--] engagements
"@lloydjamesross @dyz_ob $baba to the mooonnnn 🚀🚀🚀 lfggggg"
X Link 2025-11-01T03:24Z [--] followers, [---] engagements
"All time highs on $sym. The leader in warehouse automation and robotics. [---] next year is my target"
X Link 2025-11-01T03:25Z [---] followers, [---] engagements
"@TheRonnieVShow $ter & $sym best robotics plays. Been in both for [--] months so far"
X Link 2025-11-02T23:06Z [--] followers, [---] engagements
"@W_B_Rick All these bears fans praying Jordan love doesnt turn out to be good so they can finally stop getting they ass beat by packers 🤣🤣. Bears aint shit"
X Link 2025-11-03T01:44Z [--] followers, [----] engagements
"@Prof_heist All except $enph LOL. Stock killed me"
X Link 2025-11-03T13:37Z [--] followers, [---] engagements
"@MMatters22596 $sym $ter. The two best robotic stocks outside of $tsla"
X Link 2025-11-04T03:22Z [--] followers, [---] engagements
"@adudetrading Same had a bad month man but well get over it. Down like 150k from highs"
X Link 2025-11-05T02:23Z [--] followers, [--] engagements
"@StockSavvyShay $skyt"
X Link 2025-11-09T01:08Z [--] followers, [---] engagements
"@financebrolavi @wealthmatica Dumbest take ever. Theres a huge gap between value of US and China stocks. Meanwhile $baba and $bidus ai significantly outperform a lot of US ones. They are a huge steal at these prices this doesnt even include the self driving cars or robotics upside"
X Link 2025-11-11T23:57Z [--] followers, [---] engagements
"@financebrolavi @wealthmatica Yeah I understand that but flows have been record numbers everyday. HK is the bridge between chinas capital and global markets. Also US analysts are finally getting on board. Not saying all chinese stocks are the strongest because of how the economy isnt the best in China"
X Link 2025-11-12T00:12Z [--] followers, [--] engagements
"@financebrolavi @wealthmatica But this shows that the ones with significant growth like $baba and $bidu should keep rising"
X Link 2025-11-12T00:12Z [--] followers, [---] engagements
"@financebrolavi @wealthmatica I think its because people finally realized how overvalued the US equities are. Look at $orcl s debt its insane that Deepseek situation was the realisation plus $baba and $bidu P/E ratios were at 7x at one point LOL"
X Link 2025-11-12T00:35Z [--] followers, [---] engagements
"@TheFlowGoblin Can you check $baba 160P for 12/05"
X Link 2025-11-12T12:07Z [--] followers, [--] engagements
"@DupreeDMcCall Id cut man. Coin will probably go back to [---] before a bounce. Also a ton of put sweeps are coming in on it. Btc weak ah rn"
X Link 2025-11-13T20:10Z [--] followers, [--] engagements
"@ProblemSniper @grok what is this guy talking about"
X Link 2025-11-14T02:28Z [--] followers, [---] engagements
"@AIStockSavvy @grok who specifically said this"
X Link 2025-11-14T04:10Z [--] followers, [---] engagements
"@DeItaone Does this impact $skyt @grok"
X Link 2025-11-14T14:52Z [--] followers, [---] engagements
"@julius5207 They literally said the same thing when they announced $babas ai in the iPhone in China"
X Link 2025-11-14T19:23Z [--] followers, [---] engagements
"@julius5207 Have a feeling China will retaliate over the weekend unfortunately. Dont be surprised if they target $aapl or $tsla"
X Link 2025-11-14T21:14Z [--] followers, [--] engagements
"@EquityBrian $baba and $coin"
X Link 2025-11-14T21:34Z [--] followers, [---] engagements
"@Sino_Market @grok did Japan post this Do they own FT And is this why China is retaliating FT reports a declassified White House memo alleges Alibaba $BABA has been providing tech support and customer data to the Chinese military for operations against US targets including access to IP and payment info and zero day exploits. Alibaba denies the claims. https://t.co/XfXEKgDvHA FT reports a declassified White House memo alleges Alibaba $BABA has been providing tech support and customer data to the Chinese military for operations against US targets including access to IP and payment info and zero"
X Link 2025-11-15T15:08Z [--] followers, [----] engagements
"@SeaKingOptions He got lucky in $baba and thinks hes the goat now 🤣. Also he missed $bidu lol so he wants to chase"
X Link 2025-11-15T15:38Z [--] followers, [---] engagements
"@iamnuffin @SeaKingOptions Same heavy af in $baba lmao"
X Link 2025-11-15T15:39Z [--] followers, [--] engagements
"@Megatron_ron @grok does $baba have any ownership of the company UBTECh"
X Link 2025-11-15T15:40Z [--] followers, [--] engagements
"@dyz_ob This is investors who want to go after $baba for recouping money. Its bullshit lol"
X Link 2025-11-16T23:49Z [--] followers, [---] engagements
"@Sino_Market @grok whats the app name on App Store"
X Link 2025-11-17T05:14Z [--] followers, [--] engagements
"@andy_fitzgerald @MartinMaie80427 @FeroceResearch Lmao you do know $jd has no cloud right Also $baba has an AI app thats similar to ChatGPT. Plus they own a part of Ant group and a robotics company. Please do not ever compare the two. JD is no where near $baba at all lmao"
X Link 2025-11-18T02:56Z [--] followers, [---] engagements
"@andy_fitzgerald @dyz_ob @MartinMaie80427 @FeroceResearch So why does $BABA deserve a premium Because Alibaba is not just a retailer. It is simultaneously: ✔ The #1 marketplace in China ✔ A major cloud computing provider ✔ A leader in AI models ✔ A strategic investor in fintech (ant)"
X Link 2025-11-18T03:43Z [--] followers, [---] engagements
"@andy_fitzgerald @dyz_ob @MartinMaie80427 @FeroceResearch ✔ Owner of global e-commerce platforms ✔ And has higher margins than JD JD is: ✔ A fantastic retailer ✔ Very strong logistics operator ❌ But lower margins ❌ No cloud ❌ No AI ❌ No fintech ❌ No major global expansion"
X Link 2025-11-18T03:43Z [--] followers, [--] engagements
"@andy_fitzgerald @dyz_ob @MartinMaie80427 @FeroceResearch Again there is no comparison between the two. $pdd is compared to $jd. $baba and $bidu are similar"
X Link 2025-11-18T03:44Z [--] followers, [---] engagements
"@faststocknewss @grok what does this mean for China stocks"
X Link 2025-11-19T20:38Z [--] followers, [---] engagements
"@eose_bull $bidu er was good but not great. They were expecting updates on the ai chip they were making. Theres def more upside in $baba than $Bidu because of Qwen AI and all of the AI initiatives"
X Link 2025-11-20T03:11Z [--] followers, [---] engagements
"@Sino_Market @grok when is this meeting taking place"
X Link 2025-11-22T20:53Z [--] followers, [--] engagements
"@grok @Sino_Market @grok when will the update or next step of trade deal be announced"
X Link 2025-11-22T20:55Z [--] followers, [--] engagements
"@grok @Sino_Market @grok trump announced something will be done before thanksgiving. Is this accurate"
X Link 2025-11-22T20:57Z [--] followers, [--] engagements
"@lloydjamesross When is the Ant ipo expected [----] Also the huge bear of the [-----] contracts [-----] puts sold Friday eod"
X Link 2025-11-23T01:12Z [--] followers, [---] engagements
"@lloydjamesross Also really hope they start charging for Qwenai. No reason OpenAI is valued at 1T with barely any revenue"
X Link 2025-11-23T01:50Z [--] followers, [--] engagements
"@MWM76 Hopefully man A lot of vix calls got sold on Friday. Once it goes under [--] we should have a decent bounce"
X Link 2025-11-23T03:51Z [--] followers, [--] engagements
"@dyz_ob Same Finally people are investing in China again LOL"
X Link 2025-11-24T03:03Z [--] followers, [--] engagements
"@DeItaone @grok doesnt $poet sell photonic chips"
X Link 2025-11-24T17:29Z [--] followers, [---] engagements
"@openbobplz @Devoted2DET 🤣🤣 you fucking 🤡 . Cant wait till ya miss the playoffs 🌚🌚🌚"
X Link 2025-11-28T01:13Z [--] followers, [--] engagements
"@TheValueTrade $baba 100% although $bidu is a close second"
X Link 2025-11-29T14:35Z [--] followers, [---] engagements
"@lloydjamesross Loving the $baba position. I also added $bidu today"
X Link 2025-12-02T06:02Z [--] followers, [---] engagements
"@TrendSpider Leaving $sym out of this is a crime lol. Theyre the biggest warehouse robotic play"
X Link 2025-12-03T15:31Z [--] followers, [---] engagements
"@bullmarketbabe With this robotics initiative with the government $sym is no where near topped lol"
X Link 2025-12-03T23:01Z [--] followers, [---] engagements
"@bullmarketbabe Yeah makes sense. Im super bullish on the stock long term and with what the government announced this rally is just getting started. Also some decent call sweeps came in today. Everyone will be chasing the robotic theme in [----]. $ter and this are the best two besides $tsla"
X Link 2025-12-04T00:03Z [--] followers, [--] engagements
"@GardinerIsland $gnrc is an AI play now too. They support data centers so its moving in sympathy to $cat"
X Link 2025-12-04T17:39Z [---] followers, [--] engagements
"@Cyber_Trailer Buying with two hands. Administration announced a robotics initiative and $sym and $ter should benefit significantly in 2026"
X Link 2025-12-04T22:16Z [--] followers, [---] engagements
"@BookOfEli_NFL Were built for these moments considered Super Bowl favorites 🤡🤡🤡. Since when LOL"
X Link 2025-12-05T04:16Z [--] followers, [--] engagements
"@Don7Spy You do understand $ter is one of the biggest beneficiaries of the robotics initiative next year lol. Them and $tsla since they own $amzn robotics arm lol. Do your analysis first before saying stupid shit lol"
X Link 2025-12-05T05:41Z [--] followers, [---] engagements
"@kastadinof @TheLongInvest They dont do data center its Google of China ( search and advertising) + robotaxi & chips"
X Link 2025-12-05T22:42Z [--] followers, [--] engagements
"@sriper7 @MicroPortfolio @Venu_7_ @spluscollective $RR is terrible lol buy $ter and $sym. Thats it"
X Link 2025-12-12T20:26Z [--] followers, [---] engagements
"@TrendSpider Thats why $tgt is the better play here"
X Link 2025-12-21T04:02Z [--] followers, [---] engagements
"@PorterCorwin I like the thesis but its an ai data center play as well. Keep that in mind and will follow suit if $cat moves more"
X Link 2025-12-24T00:20Z [--] followers, [--] engagements
"@Sino_Market @grok what does this mean"
X Link 2025-12-26T14:18Z [--] followers, [---] engagements
"@IKE_Packers This team fucking makes me want to stop watching football. Packers are embarrassing"
X Link 2025-12-28T04:04Z [--] followers, [---] engagements
"@RuthlessKrez23 @Tank94822 @IKE_Packers Ehhh idk man. I hope but I think this seasons a dud. Honestly Im more pissed that we lost like [--] games we shouldve won and Chicago winning the NFC north when we had it"
X Link 2025-12-28T17:06Z [--] followers, [--] engagements
"@Sino_Market @grok what does this mean for $baba and $bidu"
X Link 2025-12-30T04:13Z [--] followers, [---] engagements
"$bidu $145 calls 01/16 Holds over [---] today it should keep going"
X Link 2025-12-31T19:17Z [--] followers, [--] engagements
"$qcom 01/16 [-----] calls CES next week. They have a lot of speakers and can have updates on their AI chips"
X Link 2025-12-31T19:18Z [--] followers, [---] engagements
"$intc 02/20 $45 calls & 06/20 $50 calls Heavy position here as CES is next week and could have some important updates plus the China news on $nvda today is super bullish. $tsm is the biggest beneficiary but $intc should take some business soon with their foundry buildout"
X Link 2025-12-31T19:19Z [--] followers, [---] engagements
"@StockSavvyShay Missing $ter here"
X Link 2026-01-01T17:42Z [---] followers, [---] engagements
"@TravisBiziorek Its crazy because $baba has been dominating with innovation and news. It def has been lagging but I feel there will be a huge move once Trump visits Xi in China. Also $bidu spinoff on Kunlunxin should hopefully tempt $baba to spinoff Antgroup 🙏"
X Link 2026-01-02T04:12Z [--] followers, [---] engagements
"One of my biggest percentage on weeklies. 🙏🙏 put it on X for people to follow too. $bidu looked amazing in every timeframe. China is still undervalued and I have a heavy position in $baba and $bidu"
X Link 2026-01-03T03:49Z [---] followers, [----] engagements
"@BabaNeal007 $baba next 🙏🚀"
X Link 2026-01-03T03:58Z [--] followers, [--] engagements
"Forgot to alert this yesterday but new positions: $bidu [---] 01/16 (lottos) $sym $70 01/16 CES play $smci $35 02/2 swinging this into ER $nio $7 06/20 $gds $50 06/20 AI Data center China play Feel free to message me or comment about my thesis on entering these"
X Link 2026-01-03T19:43Z [---] followers, [---] engagements
"@SevenParr $baba big move next. Similar pattern"
X Link 2026-01-03T20:27Z [--] followers, [--] engagements
"#CES2026 is next week and there are some huge innovation and updates from some of the biggest companies. For many that dont know CES focuses on all innovation (robotics AI consumer etc.) Stocks like $intc $nvda $amd $qcom $cat will have huge updates"
X Link 2026-01-03T20:59Z [---] followers, [---] engagements
"@SevenParr Ok perfect Yeah Im a few China plays right now but my most bullish ones are $bidu and $baba. $gds is looking very good too"
X Link 2026-01-03T22:10Z [---] followers, [---] engagements
"All working. $intc huge move up. $qcom confirmed working on huge robotics initiative"
X Link 2026-01-05T15:41Z [---] followers, [---] engagements
"$qcom 02/20 & 06/20 [---] & [---] calls Robotics chips AI chips $qcom does it all and is severely undervalued here"
X Link 2026-01-05T16:10Z [---] followers, [---] engagements
"$baba & $bidu will have an insane explosive move the upside. Both stocks are incredibly undervalued here. $baba leader in China AI Ecommerce and cloud with insane growth $bidu autonomous cars cloud and the google of China. In $baba [---] 06/20 calls $bidu [---] 07/17 calls"
X Link 2026-01-05T17:25Z [---] followers, [---] engagements
"Target is $baba [---] $bidu 220"
X Link 2026-01-05T17:38Z [---] followers, [---] engagements
"-14x P/E average in the industry is 25x+ -Update soon on AI chip by mid [----]. My guess is March or later. This is a huge P/E jump when they announce more details on this"
X Link 2026-01-06T02:47Z [---] followers, [--] engagements
"$qcom up over 100% congrats to whoever took it w me"
X Link 2026-01-06T14:59Z [---] followers, [---] engagements
"$intc insane move from CES. Went heavy and still think it goes to $50 soon"
X Link 2026-01-07T15:07Z [---] followers, [----] engagements
"@AIStockSavvy @grok what does this mean"
X Link 2026-01-07T15:44Z [---] followers, [--] engagements
"@julius5207 Yeah I have shares of $axti I will add $gds shares soon too. China has been hard to trade recently especially $baba"
X Link 2026-01-07T16:17Z [---] followers, [---] engagements
"@sincitycapital Friday honestly will determine everything for the next month on the market. Tariff ruling. You got $arm stock at 15$ Sheesh how Lmao"
X Link 2026-01-08T02:23Z [---] followers, [---] engagements
"@sincitycapital $arm and $aapl getting destroyed"
X Link 2026-01-08T15:05Z [---] followers, [---] engagements
"@sincitycapital Yeah Im still holding bro. Added leaps in $qcom too"
X Link 2026-01-08T20:18Z [---] followers, [--] engagements
"$aaple [---] 01/16 calls. Bounced off big level [---] could have a strong oversold bounce"
X Link 2026-01-08T20:52Z [---] followers, [--] engagements
"@MomoEdgeAI Lmao oversold bounce bruhhhh"
X Link 2026-01-08T20:58Z [---] followers, [--] engagements
"@MomoEdgeAI $qcom to the moon 🚀"
X Link 2026-01-09T03:47Z [---] followers, [--] engagements
"@Qcomispain @Mizuho Also not including any robotics or ai upside. These analysts are fucking garbage"
X Link 2026-01-09T15:09Z [---] followers, [--] engagements
"Best Long Ideas for 2026: $qcom 06/20 [---] calls $gnrc 06/20 [---] calls $baba 07/19 [---] calls $bidu 06/20 [---] calls $gds 06/20 [--] calls Thesis will be broken down for $gnrc and $gds shortly. I already posted the others so feel free to review. Also in $ba $ter & $sym"
X Link 2026-01-09T20:54Z [---] followers, [---] engagements
"Currently up 200% on $BA leaps 300% on $ter leaps 200% on $sym leaps"
X Link 2026-01-10T03:16Z [---] followers, [---] engagements
"$syna 06/18 $100 calls One of the most undervalued chip stocks now. 15PE & 1B sales on 3B MC. Can get rerated quick"
X Link 2026-01-12T19:13Z [---] followers, [---] engagements
"China leading today. $baba 120% on leaps and $bidu 150% on leaps. I gave it first peeps. This China rally just getting started lol"
X Link 2026-01-12T23:34Z [---] followers, [---] engagements
"Almost 400% on $ba leaps now. Target $300"
X Link 2026-01-13T21:21Z [---] followers, [--] engagements
"$enph: could be a data center power play. Enphase IQ9 Commercial data center power backbone Yes for: Commercial solar feeding data center campuses Sustainability + cost offset Edge / hybrid deployments"
X Link 2026-01-13T21:51Z [---] followers, [---] engagements
"@TheProfInvestor Always with China lol"
X Link 2026-01-13T22:48Z [---] followers, [--] engagements
"@IsolatedAL Read my thesis above. I have a feeling theyll get into data centers too. Also they do about 1.3B in revenue with a 5B mc. I think its a double-triple from here so thats why Im timing June calls. Needs to break [--] for the breakout to happen"
X Link 2026-01-14T19:29Z [---] followers, [--] engagements
"@IsolatedAL I use a lot of stuff man. Optionflow x to research new stocks to trade ChatGPT to find some interesting stocks in growing sectors and find the best trends of stocks people are investing in. I hardly invest in big tech Im all about growth stocks with good upside"
X Link 2026-01-15T04:06Z [---] followers, [--] engagements
"@dyz_ob Seriously dude. Valuation on $baba still makes no sense. Should easily be $200-$250+"
X Link 2026-01-15T12:57Z [---] followers, [---] engagements
"OpenAI announced a robotics initiative for US based manufacturers. $ter and $sym should be a huge push for that. The two top robotics. I have 05/17 80$ and 01/27 80$ calls"
X Link 2026-01-15T16:15Z [---] followers, [--] engagements
"$mrna new swing: huge volume and finally broke out of base. $50 06/18 calls 13M sweep on $40 06/18 calls"
X Link 2026-01-15T18:18Z [---] followers, [---] engagements
"Heres my thesis with $bidu. Kunluxin (Bidu chip arm) will potentially IPO at $20 billion+ market cap. $Bidu (45B MC) owns 60% of this company. I think it will easily catapult to $ 220+ I honestly think we will see $300+ This spin off is massive for $bidu"
X Link 2026-01-15T23:38Z [---] followers, [---] engagements
"$300+ is my long term target and I see this and $baba as the best plays of 2026"
X Link 2026-01-15T23:39Z [---] followers, [---] engagements
"@GaryHadida Yeah Dude I wish theyd ipo quicker lol"
X Link 2026-01-16T14:07Z [---] followers, [--] engagements
"$alab chart looks incredible. Bought some swings here. Will post thesis later. 04/17 [---] calls will hold into er"
X Link 2026-01-16T20:19Z [---] followers, [---] engagements
"$rmbs The sleeper memory play. While everyone is chasing $MU & $sndk rightfully so since theyre the leaders in the space. $rmbs is valued at 12B with huge upside for the memory bottleneck. Swing: 05/15 [---] calls"
X Link 2026-01-20T20:09Z [---] followers, [---] engagements
"@SidRelder Already up 200% on leaps on $rmbs 🥰"
X Link 2026-01-21T22:18Z [---] followers, [--] engagements
"$intc Update on these. Rolled some out but so far insane returns"
X Link 2026-01-22T01:42Z [----] followers, [----] engagements
"$bidu [---] & $baba [---] now. China moves are strong"
X Link 2026-01-22T11:04Z [---] followers, [---] engagements
"Forgot to add these: $intc 1200% pinned on my page $skyt leaps & shares: 300% on cons & 100% on shares $enph leaps: B/E $vpg leaps: B/E"
X Link 2026-01-22T11:14Z [---] followers, [---] engagements
"$baba 200% now $enph 60% now"
X Link 2026-01-22T16:07Z [---] followers, [---] engagements
"@julius5207 Great start to this bull run on $gds"
X Link 2026-01-09T02:37Z [---] followers, [--] engagements
"@StockSavvyShay @FuturumEquities $ter lol"
X Link 2026-01-17T05:36Z [---] followers, [--] engagements
"@TheProfInvestor Robotics not quantum lol. Quantum already rocketed. $ter $sym $tsla $ isrg next"
X Link 2026-01-18T02:12Z [---] followers, [---] engagements
"Im doing this to show leaps can make you a lot of money but people fail to realize this. Money isnt in short term trending. If you have any questions or wanna follow me on my journey feel free to add me. $baba $bidu $rmbs"
X Link 2026-01-22T11:08Z [---] followers, [---] engagements
"25% on leaps so far"
X Link 2026-01-22T15:22Z [---] followers, [---] engagements
"$bidu [-----] lottos [--] cons China might have a big gap up tonight"
X Link 2026-01-26T18:14Z [---] followers, [---] engagements
"@jts2455 Some data coming out from China. Lunar new year is next week and Chinese stocks usually run into the event and after. On average a 2-3% gain. $kweb and $fxi should benefit which have the biggest $baba and $bidu exposure"
X Link 2026-01-26T18:23Z [---] followers, [---] engagements
"$mrna leaps forgot to add for June (closed at 200% gain)"
X Link 2026-01-27T23:23Z [---] followers, [---] engagements
"@MasterDayTradin Yeah man. Im all in the $baba and $bidu train rn haha"
X Link 2026-01-28T04:31Z [---] followers, [---] engagements
"@elhnad2two $qcom down 60% on leaps :/ thats been my bad one lol"
X Link 2026-01-28T21:40Z [---] followers, [--] engagements
"As we said $tsla reiterated what we all expected. Optimus buildout asap. $vpg will explode in the second half of the year with this news"
X Link 2026-01-28T23:28Z [---] followers, [---] engagements
"@dyz_ob @BrianTycangco Insanely shorted its crazy. $baba should be 200+ by now"
X Link 2026-01-29T12:19Z [---] followers, [---] engagements
"@dyz_ob Rerate asap Im so excited for ER"
X Link 2026-01-29T12:38Z [---] followers, [--] engagements
"@MomoEdgeAI No one was bearish on this btc crash besides you and it worked. Bought some $ibit puts and $MSTR puts based on your thesis and made bank"
X Link 2026-01-30T03:10Z [---] followers, [---] engagements
"First bearish person I seen on $btc and the dump played out nicely. $BTC - Oracle has begun systematically shorting $Bitcoin in a tiered format with a cap at $102k. #Trading #Crypto #TheOracle https://t.co/x2a8pUgcEz $BTC - Oracle has begun systematically shorting $Bitcoin in a tiered format with a cap at $102k. #Trading #Crypto #TheOracle https://t.co/x2a8pUgcEz"
X Link 2026-01-30T03:11Z [---] followers, [---] engagements
"@MWM76 You should short $BMNR too. That scam is just as bad as $MSTR lol"
X Link 2026-01-30T12:21Z [---] followers, [---] engagements
"$gnrc- the Sleeper AI data center generator giant. Valued today at 17X P/E. -This includes no upside for AI data center revenue yet and thats where I see the huge upside. -$cat is the only competitor taking the biggest market share"
X Link 2026-01-10T03:13Z [----] followers, [---] engagements
"New positions today: $enph [--] 06/18 (solar should get a huge bid up in the summer+ S/I is insane on this stock. Could rally really hard) $pstg [---] 02/20 & 03/18 (purely an AI storage play and the amount of call flow on it is insane"
X Link 2026-01-13T21:21Z [---] followers, [---] engagements
"$sitm the hardware and timing solutions being used in data centers. They own 90% of the market share. 9B MC very big upside with data center scale outs. Swing: 02/20 $500 calls 03/20 $500 calls 05/15 $500 calls Got [--] of each. My goal is to roll them out"
X Link 2026-01-16T18:01Z [---] followers, [----] engagements
"@Gar_Fitz1 I added the 01/30s too. I like it. Lets crush it bro. Look at $sitm too premiums are insane but its worth it"
X Link 2026-01-16T20:30Z [---] followers, [--] engagements
"$gnrc Was 100% but rolled some out. Either way big flow came in today on the 185s for 03/20 1.2M. Think this move is just getting started"
X Link 2026-01-16T21:23Z [----] followers, [---] engagements
"New swing: $vpg the partner to $tsla Optimus. Huge upside at 600M mc. Once we get any updates with Optimus it can ramp up hard. 11/20 $60 calls starter"
X Link 2026-01-21T16:27Z [---] followers, 10.3K engagements
"@SJCapitalInvest Same man. I was expecting $skyt to be one of my longest holding investments but the CEO screwed us. Really disappointed hes fine with getting no premium for the stock"
X Link 2026-01-27T00:32Z [---] followers, [---] engagements
"New swing: $tgt 03/20 [---] calls $tgt the retailer that has been voted out for so long has some big upside. New CEO starts 02/01 and has some big changes. I expect a splash on Q1 ER report"
X Link 2026-01-27T20:46Z [---] followers, [---] engagements
"Portfolio Performance Highlights $BABA LEAPS: +120% $BIDU LEAPS: +130% $GNRC LEAPS: +190% $RMBS LEAPS: +200% $SITM LEAPS: B/E $TER LEAPS: +300%+ $BA LEAPS: +400% $SYM LEAPS: +60% $ARM 2/20 calls: +120% $GDS LEAPS: +150% $SYNA LEAPS: +120%"
X Link 2026-01-27T22:56Z [----] followers, [---] engagements
"$ENPH LEAPS: +100% $ALAB LEAPS: B/E $TGT 3/20 calls: B/E $AAPL LEAPS (9/18 [---] & 1/27 300): +70% $VPG LEAPS: B/E $INTC: +1200% (CLOSED) $SKYT: +300% LEAPS / +100% shares (CLOSED) China + Robotics still leading. Capital rotated not sidelined"
X Link 2026-01-27T22:58Z [---] followers, [---] engagements
"YTD so far from most of the new leaps I took on plus China exploding. $baba $bidu $ter $alab"
X Link 2026-01-27T23:23Z [---] followers, [----] engagements
"Update on $rmbs. I still think the upside is much bigger. 13B MC in the memory market where $MU & $sndk are killing it. Excited for ER here"
X Link 2026-01-28T20:26Z [---] followers, [----] engagements
"$ibm lottos crushed it for er. Called it in the discord with @TheOwlsCapital [---] calls for 02/06 will print next week. Join usss. Link in my other tweet below"
X Link 2026-01-28T21:42Z [---] followers, 21.7K engagements
"@dyz_ob @BrianTycangco 100% bro Also the chart is insanely bullish. Idt Ive ever seen a stock bullish on every time frame like this. China stocks will explode soon and $baba will lead the way. I think we may need a couple weeks but $baba $bidu & $gds will significantly have a push"
X Link 2026-01-29T12:24Z [---] followers, [---] engagements
"@zephyr_z9 @grok based on this post would $sitm be supportive for this"
X Link 2026-01-30T12:35Z [---] followers, [---] engagements
"$tgt leaps working. Up 20% Also added more $alab (down 30% on them) added 02/20 $200 calls"
X Link 2026-01-30T16:01Z [---] followers, [----] engagements
"@Amgadishak1 $tgt [---] its a hedge in case market dumps and $alab $250 plus as long market rallies. Next week is a big week for AI stocks then Nvda er towards the eom"
X Link 2026-01-31T23:50Z [----] followers, [---] engagements
"@Amgadishak1 No one knew were gonna dump that much Friday LOL btw I dont know if you follow option flow but these bulls are still in for March. 2.3M theyre currently down like 20%"
X Link 2026-02-01T00:36Z [---] followers, [--] engagements
"@Amgadishak1 $400 I went very light. I have more money in April calls"
X Link 2026-02-01T00:42Z [---] followers, [--] engagements
"Markets looking good. Bounced strong and $spy reclaimed [---] & $qqq [---]. Big week for AI stocks. $ter $rmbs $qcom & $sitm are my main focus this week"
X Link 2026-02-02T15:33Z [---] followers, [---] engagements
"$tgt up 50% $alab reclaimed 150"
X Link 2026-02-02T16:25Z [---] followers, [---] engagements
"I cut half at 100% still holding [--] cons for 06/20. Good R/R into er today. Good luck to everyone $enph $enph: could be a data center power play. Enphase IQ9 Commercial data center power backbone Yes for: Commercial solar feeding data center campuses Sustainability + cost offset Edge / hybrid deployments https://t.co/BZGrt5fIhD $enph: could be a data center power play. Enphase IQ9 Commercial data center power backbone Yes for: Commercial solar feeding data center campuses Sustainability + cost offset Edge / hybrid deployments https://t.co/BZGrt5fIhD"
X Link 2026-02-03T16:02Z [---] followers, [---] engagements
"@dyz_ob @EquityBrian Im so excited for er 🙏 Also can wait for agentic commerce to be the next Ai pump. $baba should benefit massively"
X Link 2026-02-04T04:31Z [---] followers, [---] engagements
"Phenomenal beat 🙏 $sitm $sitm the hardware and timing solutions being used in data centers. They own 90% of the market share. 9B MC very big upside with data center scale outs. Swing: 02/20 $500 calls 03/20 $500 calls 05/15 $500 calls Got [--] of each. My goal is to roll them out. $sitm the hardware and timing solutions being used in data centers. They own 90% of the market share. 9B MC very big upside with data center scale outs. Swing: 02/20 $500 calls 03/20 $500 calls 05/15 $500 calls Got [--] of each. My goal is to roll them out"
X Link 2026-02-04T21:20Z [---] followers, [----] engagements
"@WSB19_ I dont like the crypto exposure tbh. But could have some decent news with the MSFT data center news not long ago. $GLXY dumped after er and this might do the same. If it was [--] Id take the shot but dont like it here but its your call"
X Link 2026-02-05T04:11Z [---] followers, [---] engagements
"Capex is insane on big tech and $aapl has the most cash and is not overspending on AI. China stocks have very low P/E ratios and US investors will look at this as an opportunity. $baba $bidu & $gds will benefit. Trump will visit XI in China in April which will be huge"
X Link 2026-02-05T23:32Z [---] followers, [--] engagements
"Capex is insane on big tech and $aapl has the most cash and is not overspending on AI. China stocks have very low P/E ratios and US investors will look at this as an opportunity. $baba $bidu & $gds will benefit. Trump will visit XI in China in April which will be huge"
X Link 2026-02-05T23:33Z [---] followers, [--] engagements
"@Gar_Fitz1 Lmaoooo I know I had to fix it but I think they will but were in market conditions where investors want the ROI right away. So they want capex to finish or get lowered and scalability to be in play. If Amazon significantly beat er and guidance then thats another thing"
X Link 2026-02-05T23:43Z [---] followers, [--] engagements
"@Gar_Fitz1 Also $amzn has significantly laid off a lot of employees. Shocking that more profitability was there but seems like the offset was the capex spending"
X Link 2026-02-05T23:43Z [---] followers, [--] engagements
"Due to market conditions. I revised these calls. Got closer itm. $amzn significantly increased capex and $alab will be the biggest beneficiary of it 02/20 $175 04/17 $200 & $230 $alab chart looks incredible. Bought some swings here. Will post thesis later. 04/17 [---] calls will hold into er $alab chart looks incredible. Bought some swings here. Will post thesis later. 04/17 [---] calls will hold into er"
X Link 2026-02-06T15:34Z [---] followers, [----] engagements
"$qqq invalidated. Very good for bulls. Added more $baba and $bidu today 30% of my portfolio is in $baba $bidu and $gds. 10% in $QQQ march puts. 30% of my portfolio is in $baba $bidu and $gds. 10% in $QQQ march puts"
X Link 2026-02-06T17:52Z [---] followers, [---] engagements
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